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QNT went from about $800 million to $3.8 billion in market cap in a week, and the only news I could find behind it was The Clearing House partnering with Quant on its on-chain money initiative. So today's stream was about what follows it. Quant has no on-chain ecosystem of its own, so the beta sits next door in the ISO 20022 basket: Stellar runs the hardest with a 0.85 beta, while XDC and XLM have bounced the least off their 12-month lows. The data didn't crown one winner, so I took a basket of five, XRP, HBAR, XLM, IOTA and ALGO, as a one to two week trade. Also on the show: Fed October hike odds at 66% ahead of Wednesday's PCE, the Bitcoin range I'm buying into from here down to about $78K, and why QNT's small supply doesn't matter. Which ISO 20022 coin do you think runs next?
Chapters:
(00:00) The QNT rally and the hunt for what follows
(02:02) Fed October hike odds and PCE on Wednesday
(04:14) The 10-year yield
(05:42) Bitget reopens withdrawals, THORChain won't freeze
(07:19) Hester Peirce leaves the SEC
(09:12) California's memecoin ban and the Trump coin trade
(15:24) AI: OpenAI and Anthropic pause training
(21:37) Q&A: AI video editing
(26:29) AI video is already better than real
(31:43) QNT up 400% in a week
(34:34) The ISO 20022 narrative
(35:42) The ISO 20022 basket study: beta and bounce
(42:26) My basket: XRP, HBAR, XLM, IOTA, ALGO
(47:53) Cardano, Canton and waiting for the rotation
(54:39) Q&A: no QNT price prediction
(56:57) Q&A: Bitcoin's buy range down to 78K
(59:52) Q&A: Stronghold, Velo and SaucerSwap
(1:09:55) Q&A: Robinhood ecosystem positions
(1:18:14) Q&A: low-cap volatility
(1:19:23) Q&A: base coins, DCA and the community
(1:23:50) Q&A: why QNT rallied
(1:26:44) Q&A: QNT supply and unit bias
(1:31:32) Wrap-up
