Good now revolutionaries— Evan + Will (Alex out on his spelunking + reunion trip) open with the Pengu IPO rumor. If Pudgy Penguins (parent = Igloo) IPOs, the Pengu meme coin is functionally dead — 'who's going to buy the meme coin when you can buy the stock?' Expect a rally in the entire Pudgy ecosystem into the IPO announcement. The airdrop-history debate settles: Pengu distributed ~1.45B, Hyperliquid ~2B. Hyperliquid is the record-holder — although Pengu's went to Pudgy Penguin NFT holders (and Lil Pudgy holders) specifically, not to airdrop farmers.
Bitcoin still in consolidation until it flips $83K to support. Will's rounded-bottom scenario: BTC rips into the $83K liquidation zone (a lot of short positions get flushed), then walks back down to retest the 200-week EMA around $65-68K, which completes a beautiful macro rounded bottom and signals the absolute end of the bear cycle. Not required — but 'statistically significant.' The DCA-into-blue-chips window is still open for another one to two months. Circle chart to $200 target by October 1 per Will (rides Clarity Act passage in September + $500M USDC mints).
Chainlink 2.0 tokenomics explainer — the three big changes trying to breathe life into a token that doesn't capture LINK's protocol value: (1) Build Rewards program winding down, (2) new fee-capture mechanism, (3) revenue routing back to LINK holders. Can LINK hit $100 from $11? Not unreasonable but a stretch — Will's advice: 'if you're waiting for $100 before selling any of that, you are out of your quackin' mind.' Sell tranches at $40, $60, $70, $80, $90. The $14B Deribit options-expiration Friday explainer: those positions are already open; Friday is when holders have to decide keep-or-flip. Expect volatility. Morpho is now on 42 chains with ~$10B TVL (up 30% in 30 days) — Ethereum first, Base second (~$4B), Robinhood Chain climbing. Preferred DeFi lending integration for the Coinbase/Base/Aerodrome trifecta.
Spend (SPD.shop) — Solana-based browser extension that lets you buy anything with USDC. Superteam USA-accelerated startup. Also anchored: Will's SatRush yield check — a $100 seed became $69 in BTC + $30 in yield in ~2 weeks (~279% APY). And the traditional close-of-show scam warning: neither Evan nor Will nor Alex will DM you first. If someone matching one of us DMs you, it's a scammer leveraging the trust we've built. Premium $30 → $100 lock hits September 7. Will's Friday office hours still on; Alex's off (traveling); Evan's off Friday (wedding travel).
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