The NAC boys are back with another episode of Not A Cartel—celebrating birthdays, dissecting token buybacks, debating WorldCoin, and unveiling new product drops. From Pump vs. Hyperliquid to Coop Recs 2.0 and Noice’s pivot, it’s a full tour through the current onchain economy.

Timestamps

0:00 – We’re back + Chevy leaking “proprietary alpha”
0:55 – Birthday celebrations: David + Lucas + plum wine from Japan
4:20 – Pump token hits all-time highs; revenue and buyback debate
6:50 – Sustainability of 100% buybacks vs. reinvesting in product
9:50 – Zora as the “new Meta” and creator upside
11:00 – Pump vs. Hyperliquid vs. other “safe bets” in crypto
13:20 – Tom Lee invests BMNR funds into WorldCoin—reaction + debate
16:30 – Coop Recs 2.0 launch: collectibles + coins
20:00 – Product vision: onboarding fans at festivals with credits + IYK
23:20 – Chevy’s creator arc + content posting
23:50 – Pods Clips update: moving to whitelist-only, focus on quality clippers
25:40 – Death Pixie update: signed to Mousetrap, aiming for Coachella
27:30 – Coop DJ arc: opening after RL Grime, Mousetrap show
30:14 – Noice 2.0 pivot: from micro-tipping to Launchpad narrative
35:18 – Shoutout Basecamp, Blueprint, and the ecosystem
36:15 – Inversion raises $26M to bring legacy businesses onchain
38:30 – Closing notes + birthday wrap-up + clip reminder