SEC Proposal: Two Paths, a Safe Harbor, and ICO Season 2.0 (no chart)
Guest Carlo of Stablecoin Solutions walked through the framework: path one is a fundraising route that skips the IPO-style registration gauntlet, and path two lets devs who permanently step back from a network shed security status via public certification — for new and existing ICOs alike. He stressed the 60-day comment period and that tokenized stocks are untouched, warned that an Elizabeth Warren gavel or a White House flip could derail it, and argued regulators are deliberately pressuring Congress on the Clarity Act during the recess.
ETF Inflows Signal the Bottom: $500M Week Already
Bitcoin ETF inflows totaled $297M on Monday and $189M on Tuesday — nearly $500M for the week with Wednesday still ahead, putting the hosts on a billion-dollar-week watch. BTC sat at $65.30, up 4% off the bottom, with the $64K-65K zone the resistance line since February and $67 the next target.
Robinhood Chain Rebounds on Vlad's Tokenized-Stocks Push
Robinhood CEO Vlad Tenev called on US policymakers to modernize securities rules for tokenized stocks, and the ecosystem bounced: STONKBROKER up 8%, PONS up 30%, and the AI dog up 30-50% while HOMECAT led with a 70% jump. The exception was CASHCAT, slammed to the hosts' $86M buy level from $107M. Tyler, meanwhile, cut his losing 'stock' bag at a $12,000 loss — 'the worst chart on the chain.'
ZEC Holds $515 as Tyler Enters Ahead of a Potential $100 Candle
Zcash continued coiling just above $515 with migration stalled at 0.1% daily movement, and Tyler finally took a spot position before the show — 'it wants to print a $100 candle,' he said, eyeing the range that previously delivered an 89% move. Mando's mega-bull call remains a $725-750 breakout toward $1,200.
Trenches Turn PVP: Pablo Token Fizzles, Chinese Coins Hold (no chart)
Yesterday's viral Pablo Pledge Cabar token hit a $400K market cap and top-170 ranking but offered little trade, and the hosts called the Solana trenches 'late stage' — all PVP, no sustained pumps, thin liquidity. Tyler's Chinese-coins bag (as-transcribed: 'new lie') bounced to $35M from a $11.3M low print, with a Polymarket-sponsored New York watch party for the movie on the way.
Kaido Pulse Brings Social Trading to X, Aura Points Begin
Kaido's new browser extension pulls your Polymarket and Hyperliquid positions straight into the X timeline — social trading for an even bigger audience — with a new Aura points program earned by connections, referrals and app usage. But the hosts flagged the privacy trade-off ('you're giving access to everything') and noted the Kaido chart's 220% pump and 76% retrace has cooled appetite for SocialFi round two.
REC Traders Mint Friday on Robinhood Chain (no chart)
REC Traders, a 10,000-PFP game-lottery collection described as 'fantasy football for markets,' mints Friday at 12 PM Eastern on OpenSea via Robinhood Chain at 0.02 ETH each — one mint per 100 billion REC tokens held, with REC Markets Pro and IFT holders getting early access. The hosts, both eligible, plan 33-40 mints between them, and REC advised connecting wallets to be eligible.