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Episode · Nov 2, 2026 · Speakers unconfirmed

Earnings, Market Rotation, Cybersecurity Risk

On the mic

Speakers on this episode were matched by voiceprint and context and are not yet confirmed. The replay cuts off at 49:49.

Summary

0:03:19

Open and NFT talk

Music trouble and only three on stage at first. DocNooNoo on selling a casino themed NFT soon after mint and not looking back at sold projects, then her NQ short from about 30K.

0:13:58

Prediction market comeback

Dave joins from the subway. Kkoma says he made back a five figure fake wallet loss in five weeks of live tennis prediction market betting. The crew talks caution and withdrawing profits.

0:21:11

AI news anchors and the callboard

Moni on Entravision's AI Spanish news anchor LIA, prediction market style prop firms, and the ATC calls leaderboard.

0:25:15

Oil, Apple earnings and Siri

NatNat is flat oil and watching a reclaim of 100. Apple earnings and the China miss, Apple's new CEO and the Siri AI beta.

0:31:06

AI usage limits

Grok usage throttled and partly reset, and Dave's $58 of Claude credits gone in 45 minutes. Milo on X subscription price increases and streaming versus cable.

0:39:16

NFT drama and following wallets

KOL drama that Moni thinks was staged marketing, then Milo and Moni on watching wallets, sweeps and offers instead of posts.

0:46:23

Paid promotion and the cut off

Undisclosed KOL promotion, DeFi referral spam and points with no TGE. The replay cuts off as NatNat pivots to Palantir earnings.

MicDrops

Notable calls and takes

On-air discussion from the show, not advice.

“I currently don't have an oil position. I took profits and just sitting on my hands and and waiting for you to confirm higher. If we do start to reclaim 100 again, I I think this time we're gonna get that aggressive move to the upside, which would probably not be the best for risk assets.”

NatNat@Natnatx007Oil: flat, watching for a reclaim of 1000:25:35

“It was, like, somewhere in the 5 figures that I lost. And in five weeks, I was able to get it back.”

Kkoma@itskkomaFive figure loss won back on tennis prediction markets0:15:05

“So I watch the wallets. … And then I'll wait for that second sweep, and then I'll decide if I like it or if I'm gonna get out.”

Milo@0dteSPYFollow the wallets and sweeps, not the posts0:42:10

Ask your AI about this show: Use ATC in Claude or ChatGPT

Show discussion, not financial advice.