Where have we been? The real question is — where have YOU been?

Joel and Travis hit record with zero show notes for a fully spontaneous Episode 811.

On the docket: the third bear market and the halving-cycle math that points to a bottom this winter and the next top around fall 2029; record June Bitcoin ETF outflows of roughly $4 billion; the launch of X Money with its 6% APY and metal Visa card; Trump's freshly-disclosed $1.4 billion in 2025 crypto earnings; the return of Anthropic's Fable 5 model; and two daredevils unfurling a peace banner on top of the Empire State Building while the guys were recording.

Plus: why stablecoins are really just the digital dollar people wanted, MiCA and the Circle-vs-Tether split, the US debt clock spiraling past $39 trillion, and some genuinely good news — Travis's CoinResearch.ai tool drawing a majority investment from the Hilton family office technology fund. No plan. No polish. Pure bad. Stay bad.

NOT FINANCIAL ADVICE. For entertainment and informational purposes only. Crypto is volatile — do your own research and consult a licensed professional.

Support the show: https://badcryptopodcast.com

See omnystudio.com/listener for privacy information.

The Worst It'll Ever Be: AI Apps in 20 Minutes, SpaceX's $1.8T IPO & Saylor's Head Fake — Bad Crypto Podcast #810

It's a bear market, so the bad boys of crypto are doing what builders do: SHIPPING. Bitcoin sits at $61,873, the altcoins are in the crapper, and Joel has officially divorced his bags. Travis explains why the 4-year cycle is alive and well — mapping this pullback exactly to previous cycles, with a projected bottom around mid-October.

Then it goes full mad-scientist. Travis builds a viral-worthy "Culture Shock" site of World Cup visitors reviewing America in 20 minutes flat with Claude's new Fable model, then ships Viddl — a desktop app that downloads video from YouTube, X, TikTok, Instagram or LinkedIn with FFmpeg baked in. Joel premieres his AI-generated origin story film (1978, a food court paycheck, and a TRS-80 in a Radio Shack window) and announces his Acumen daily puzzle games are headed to the App Store.

Plus: SpaceX IPOs as $SPCX at a $1.8 TRILLION valuation with ~$250B in demand, OpenAI and Anthropic file to go public, Michael Saylor's 32-BTC head fake, a trader who built his own exchange from a 42-page prompt, and the AI video tool stack the guys actually use (Kling, PAI, Higgsfield, Seedance & more).

"The technology that we're using now to build stuff is the worst that it's going to be." — Joel

⏱ CHAPTERS
0:00 Cold open & liftoff
1:04 Episode 810 kicks off — semi-retired no more
3:48 Bitcoin's 4-year cycle is mapping exactly
4:45 Saylor's head fake: sells 32 BTC, buys 1,500 more
6:40 Market check: BTC $61,873 & Joel divorces his altcoins
7:49 The AI trading edge: OKX & the 42-page prompt exchange
10:24 SpaceX IPO ($SPCX): $250B demand, $1.8T valuation
11:27 Trillion-dollar AI: Anthropic & OpenAI file to go public
15:48 Culture Shock: World Cup visitors review America
19:09 Viddl: download any video, built in a morning
23:06 Joel's AI origin story: 1978 & a TRS-80
26:30 The AI video stack: Kling, PAI, Higgsfield, Seedance
28:08 Acumen: 9 daily puzzle games headed to the App Store
31:56 Travis's Pixar-style get-well video for his brother
35:03 "The worst it's ever going to be" — why the opportunity is NOW
37:18 The fine print

🔗 LINKS
🎮 Play Acumen free: https://games.aiforeveryoneshow.com/app.html
📕 Pre-order Joel's new book AI Made Simple (Dec 1, 2026): https://aimadesimplebook.com
🎬 Joel's origin story video: https://www.youtube.com/joelcomm
🎞 PAI by Utopai Studios (story-to-storyboard video): https://pai.utopaistudios.com/login
📈 MSTR Today with John Lee Dumas (the Saylor breakdown): https://www.youtube.com/@MSTRtoday
🤖 Travis's market tools: https://coinresearch.ai
⬇️ Download Viddl: https://badco.in/viddl
📝 Full show notes: https://badco.in/810

⭐ Enjoying the show? Leave us 5 stars and a funny review on Apple Podcasts!

DISCLAIMER: Not financial advice. The Bad Crypto Podcast is for entertainment and informational purposes only. Prices and valuations quoted reflect the moment of recording. Do your own research and never invest more than you can afford to lose.

Stay bad. 🤘

#BadCrypto #Bitcoin #SpaceX #SPCX #AI #ClaudeFable #BearMarket #Crypto #MichaelSaylor #VibeCoding

Support the show: https://badcryptopodcast.com

See omnystudio.com/listener for privacy information.

In this sponsored episode of The Bad Crypto Podcast, Joel and Travis welcome back Markus Levin, co-founder of XYO Network, a project first featured on the show back in the ICO days of 2018. Unlike many projects from that era, XYO is still building.

The conversation centers on a huge problem in both crypto and AI: digital systems are often blind to the real world. Smart contracts, AI agents, apps, and autonomous systems can process data, but they do not automatically know whether that data is true, where it came from, or whether someone tampered with it.

That is where XYO comes in.

Markus explains how XYO has evolved from a proof-of-location network into what the team describes as a truth layer for real-world data. Using devices, mobile phones, sensors, NFC tags, cryptographic proofs, and its own data-focused Layer 1 blockchain, XYO is working to verify events, actions, assets, and real-world information so AI systems and blockchain applications can operate with greater certainty.

Joel, Travis, and Markus also dig into the COIN app, which allows users to earn rewards for contributing real-world data, and the broader XYO ecosystem, including the XYO token, XL1 token, proof of origin, zero-knowledge privacy protections, and the newly announced AI infrastructure verification partnership with Setter Labs.

The big idea: as AI becomes more powerful, the question may not be whether a model can generate an answer. The question is whether it can prove where that answer came from.

Topics Covered

• Why AI agents and smart contracts are still “blind” to the physical world
• How XYO began as a proof-of-location project in 2018
• Why GPS and location data can be spoofed
• The role of blockchain in verifying real-world events
• What “proof of origin” means and why it matters
• How XYO collects and verifies real-world data
• Why bad data may be one of AI’s biggest problems
• How verified data could reduce AI hallucinations
• The COIN app and how users can earn rewards for data collection
• XYO’s Layer 1 blockchain and the XL1 token
• The difference between XYO, XL1, COIN, and other ecosystem assets
• How zero-knowledge proofs help preserve privacy
• Why decentralized physical infrastructure networks may become increasingly important
• How XYO is moving into AI infrastructure and AI agent verification
• The new XYO AI SDK and what developers can build with it
• Why long-term survival matters in crypto
• Joel’s reminder that sponsored projects must still pass Bad Crypto vetting

Featured Guest

Markus Levin
Co-founder of XYO Network

Links Mentioned

XYO Network: https://xyo.network
COIN App: https://coinapp.co
Build with XYO: https://xyo.network/build
Partnership inquiries: partnerships@xyo.network

Disclosure

This is a sponsored episode of The Bad Crypto Podcast. Joel and Travis were compensated to feature XYO Network, but the project passed their vetting process before being brought to the Bad Crypto audience.

Support the show: https://badcryptopodcast.com

See omnystudio.com/listener for privacy information.