ATC quote · Aug 12, 2025 · 0:16:29
“The nerds just can't do it. It's very difficult. And, guys, this is why I actually have a job. It is impossible for them. Here's essentially what Nat Nat and Landy tried to tell you in nerd speak…”
Dave @DCBK2LA
From All Things Crypto: $ETH $4600 Circle L1 Arc, Stripe L1 Tempo, Aug 12, 2025 · Episode page

In context
0:13:10 Landy @CryptoLandy: Well, hello, Dave. Sorry. I was just running in. But hello, Dave. Cool. Nat Nat AMP. Good to see everybody. Look. CPI, I agree. I think that they're gonna cut sooner rather than later now. You know, as I mentioned yesterday, post Genius Act, they have a vector for demand for for treasuries now, and it's just a matter of seeing that come to fruition with actual issuance, which I suspect would happen when demand…
0:16:29 Dave @DCBK2LA: The nerds just can't do it. It's very difficult. And, guys, this is why I actually have a job. It is impossible for them. Here's essentially what Nat Nat and Landy tried to tell you in nerd speak, but somehow couldn't tell you or at least maybe I did my freaking ADHD brain didn't get it. Today's CPI numbers, good vibes. For the short term, like, we're good. Inflation didn't spike. Fed's more likely to cut interest…
0:17:03 Landy @CryptoLandy: Simple enough. There's more, Dave. Uh-oh. Just cutting is not a liquidity injection. It frees liquidity.
Show discussion only, not financial advice. Transcripts are auto-generated.
