ATC: Page Six Edition! Hang out with your Huang out & The Sahil Files

On the mic

Dave

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Summary

0:00:30

Open

Audio and echo checks, a music track and the sign-on for the Thursday show.

0:05:40

The NVIDIA story

The panel reacts to the reported Jensen Huang story. Landy on defensive briefings and why the timing landed right after the midterms.

0:16:00

Board, tenure and earnings

Moni says the distraction got too big for the business, Landy on the interim CEO and the politics around chips, and NatNat on NVIDIA's charts.

0:33:12

Sahil joins

NatNat says nobody is too powerful to be replaced, then the show turns to guest Sahil (@villainmonkey) and the files he has been posting.

0:58:00

Security and positive stories

The panel asks Sahil how he keeps sensitive information safe and for a positive story from past cycles.

1:12:00

Solana and celebrity promotions

Solana and the memecoin trend, and how celebrity token promotions and launches work.

1:35:40

Education or a platform

Coinkong pushes back on giving Sahil a stage, DocNooNoo says she stays away from memecoins, Moni says the cash only detail was an eye opener, and Kayla says being in those chats is not illegal.

1:50:56

Exchanges and insider groups

Landy on how early exchanges got their liquidity through OTC deals with OGs and how market making really works, then follower counts for listings and the wallet proof insider Telegram groups ask for.

2:09:40

Wrap

DocNooNoo reminds everyone the weekly newsletter goes out Fridays at atcspaces.com. Back Tuesday.

MicDrops

Notable calls and takes

On-air discussion from the show, not advice.

The host asks NatNat for the last word on the Jensen Huang story and where NVIDIA goes from here.
“The chart is a chart is a chart. … They look rough. … Be prepared for some downside on NVIDIA. The shorter term time frame, it does signal really oversold levels. So can we see a pop? Absolutely.”
NatNat@Natnatx007Downside possible on NVIDIA, but oversold short term0:32:05

Key quotes

The panel reacts to the Jensen Huang story, and Landy on why the timing matters.
“And this was, this was all timed very well post midterms to, you know, ouster him. Clearly, people knew about this.”
Landy@CryptoLandyThe timing of the Huang story0:10:49

Landy on what US executives are told when a foreign state targets them.
“So one thing that you need to know is every single major executive in The United States, if they are being targeted by another nation state, gets what's called a defensive briefing.”
Landy@CryptoLandyDefensive briefings0:13:29

Kool floats a short suspension and a comeback for Jensen. Landy says that is not happening.
“It's not gonna happen. And the CFO is now the interim CEO. And the CFO was the one that approved the deal with Huang and Huang... With his Huang out in Huang.”
Landy@CryptoLandyThe interim CEO and the deal0:26:22

Moni on why the board moved now, and where the Jensen Huang story leaked from.
“But I I wanna go back to Landy's point, the fact that this was leaked by a tech company. It wasn't leaked by the government. It wasn't anybody internal, probably a competitor.”
Moni@monitalanWho leaked the story0:16:51

Kool says the hysteria is overdone. Moni says the problem is the distraction.
“But this is a distraction. It is. I think... He's also 63. Right? He's been the head of NVIDIA for thirty years.”
Moni@monitalanA distraction for the business0:19:45

The host says all the gossip has been great content for crypto, and Sahil on why people back him.
“I mean, since day one, everything that I've done in this space, you know, I've been I've been really, really, really been transparent about it.”
Sahil@villainmonkeyTransparent since day one0:39:12

Moni asks Sahil which of his posts got the most engagement on X.
“My chat with Gigi, Ansem's ex ex girlfriend. I just posted a, I think, a chat record with her. I I think that has already hit, like, a million views, I think.”
Sahil@villainmonkeyThe post that hit a million views0:47:28

Vibes sums up what stood out from the Sahil interview.
“I thought he revealed an awful lot. Told you about what his ideal celebrities that he would like to have and how he would do it.”
Vibes@BeVibesNFTHe revealed a lot1:59:21

On what it used to take to get a coin listed, Kayla on her crypto media campaign days.
“And I don't know that if people know this, but back in the day at least, you had to have a certain amount of followers on Twitter to get listed on an exchange.”
Kayla Cardillo@kaylacardilloFollowers to get listed2:06:45

The host asks Coinkong whether there is anything Sahil did not admit to.
“And, I mean, I think the fact that, like, the files being released is being such a big deal is, like, I can't believe it's such a big deal.”
Coinkong@coinkongThe files are a big deal2:08:28

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Show discussion, not financial advice. The show discusses allegations about named people; treat them as show discussion, not verified fact.