The Big O Show ft X Project | Family-friendly Crypto News Chat & Shill
The Spaces brings a blend of levity and substance to a tough market. Host Donny (“Big O/Big Oyger”) debuts a comedic “Portfolio Prophecy” on meme-coin cycles (the “sniffening,” FOMO waves, influencer stampedes) to underline a serious point: in one month, winners will be the projects with active, sticky communities. He then pivots to a market rundown (BTC ~67k, ETH ~2k, SOL ~80s at the time), stressing that “crypto is being crypto,” and a beginner’s primer on centralized exchanges—treat them as tools, not vaults; self-custody reduces counterparty risk. Guest Cross offers a candid, more bearish macro take: cycles are distorted by politics and concentrated actors; CEX practices and costly listings (e.g., COCO’s Gate.io de‑listing after a ~$300k fee) are harming users and confidence. Cross outlines X Project plans: pause launches until better conditions; rebuild on Ethereum; relaunch the native token with strict supply control, a 1:1 airdrop for current holders/stakers, locked private sale, and increased fee buybacks (50%) plus staking sinks; COCO’s relaunch comes after that. Q&A centers on when memes return—Cross expects they persist culturally but broad meme momentum may lag for months; trading is harder now. The session closes with a “power of yet” theme and personal restaurant turnarounds as analogies for perseverance.
Space recap: X Project community update, market mood, and meme-cycle satire
Who spoke and roles
- Donny (aka “Big O”, “Big Oyger”, self-described “swine-fluencer”): Host; set the tone with humor, introduced new segments, shared market observations, beginner education, and a meme-coin roundup.
- Cross: Core X Project contributor; delivered a detailed market diagnosis, exchange critique, and multi-track roadmap updates (X Project native token relaunch, XCEO, Coco). Took a more bearish, pragmatic stance.
- Mohammed: Community member; asked about the future of meme coins, profitability, and timing.
- Others referenced in chat: Luke, Polo Jackal, Ebra, Crypto Tony, KP/KPDQ Cam, Charlie the Cat, Esso, Dino, Side, MKMKMN, Team Honey, The Patch, 100x, Andres, and John Steek (manages the @XCEO account).
Agenda and segments
- Portfolio Prophecy (new comedic segment): A satirical, one‑month “forecast” for meme coins.
- “For oinking giggles” funny news: Humorous market recap and alt/meme roundup.
- The Drift (live CMC look): Skipped due to market drawdown.
- Project updates and open floor: X Project (XCEO, Coco, XPad, upcoming native token), Q&A.
Market overview and sentiment
Donny’s market take (tempered optimism)
- Acknowledge the drawdown: BTC slipped from ~67k; ETH ~2k; SOL slid from low‑80s to mid‑70s during the session.
- “Crypto is just being crypto”: Volatility and sharp risk resets are inherent. Long‑term resilience remains; don’t let red days define identity or mood.
- Centralized exchange primer (Beginner’s Corner):
- CEXs are convenient but custody risks rise in downturns (hacks, freezes, bankruptcies). When you keep assets on an exchange, you don’t control the private keys.
- No FDIC‑style protection in crypto; treat CEXs as tools, not vaults. Donny’s practice: convert fiat to stablecoins on CEX, withdraw to self‑custody quickly.
Cross’s market take (bearish balance)
- Macro context: Multiple pressures (politics, wars, liquidity tightening) have dented confidence. Retail again trapped late in cycle; rebuilding trust will take time.
- Cycles feel distorted: New participants (institutions, political actors) and exchange behavior have blurred traditional cycle patterns.
- Expect digestion and potential “Black Swan” risks: Cross anticipates continued caution through 2026; hopes to be wrong but plans for tough conditions.
- Practical stance: Build and prepare now; defer launches until the market bounces and volume returns. Focus on value creation over pure speculation.
Portfolio Prophecy (Donny’s satirical one‑month meme coin cycle)
The vision: phases and behaviors
- Phase 1 – The “Sniffening”: Traders revisit old meme coins (forgotten bags get unexpected bids). Low trust but sudden rediscovery.
- Phase 2 – The FOMO Farm: Rapid emergence of new memes (hourly). “Whitepapers” replaced by vibes; “audits” by self‑affirmation; tokens may revolve around a single funny JPEG.
- Phase 3 – Influencer stampede: Hyperbolic calls (“next 100x”), flimsy justifications (bullish sandwich charts). Ubiquitous NFA disclaimers.
- Phase 4 – Great big rotation: Flows cycle from “serious coins” to old memes to newer memes, then back; a merry‑go‑round powered by copy‑trading and energy drinks.
Community is the determinant
- Winners in one month won’t be the funniest or loudest tokens; they’ll be those with:
- Active communities, repeat content, inside jokes, events, and social cohesion.
- Memes are “internet neighborhoods with a price chart”: empty neighborhoods see prices fade; lively ones lift.
Tongue‑in‑cheek “indicators” and warnings
- RSI = Really Silly Investments; MACD = Massive Amounts of Copy‑Trader Dreams; EMA = Emotional Meltdown Average.
- If up: “Bullish.” If down: “Zoom out.” If sideways: “Accumulation.”
- Red flags: Multi‑month promises of “guaranteed 1000x utility soon” and grandiose roadmaps without basic delivery (e.g., no website).
- Volatility quip: Next month will be “unpredictable and slightly dangerous,” with portfolios oscillating between genius and victim narratives.
Funny news, alt/meme roundup (Donny)
- Market snapshot (humorous paraphrase): BTC/ETH/SOL slid hard; broader market face‑planted. The chart “tripped and stayed there for a bit.”
- Meme roundup (prices approximate at time of writing and acknowledged as moving fast):
- Dogwifhat (WIF): ~$1.90; iconic “dog with a hat” brand still commands multi‑billion narratives despite pullback.
- SNEK (Cardano): ~0.002; turbulent but stubbornly alive.
- Pepe Chain (PEPECHAIN): ~$0.01; attempts to blend meme culture with utility amid a brutal market.
- FLOKI 2.0: ~0.0002; heavily down, leaning on brand recognition.
- “Buttercoin Dinner Beauty Team”: Meme honesty—no promises, just transparency—refreshing in a red market.
- Reminder: Meme coins fall faster in down markets. Treat them like late‑night snacks—carefully, expect regrets.
Exchanges and market structure
Donny’s CEX education
- Use CEXs to on‑ramp/off‑ramp; move assets off exchange promptly. In insolvency or freezes, user assets can be entangled in corporate proceedings.
Cross’s exchange critique
- Listing/de‑listing economics hurt users and teams:
- Example: Coco paid ~$300k to list on Gate; now facing de‑listing due to low volume despite exchanges not providing liquidity themselves.
- Many exchange listing cohorts show deep post‑listing drawdowns; retail on major exchanges often becomes exit liquidity for earlier market participants.
- Manipulation concerns: Cross asserts coordination among large actors to manufacture tokens, capture profits, and recycle narratives. He warns users to be skeptical of exchange‑driven hype cycles.
X Project updates and plans
XCEO status
- Narrative: Elon Musk engaged (commented once, liked twice) with the @XCEO account run by John Steek, boosting visibility.
- Market handling lessons: The team missed broader profit‑taking at ~$1.2M cap after Elon interactions; now focusing on disciplined accumulation, staking, and long‑term floor building.
- Outlook: Community-driven growth; potential buybacks via X ecosystem revenues; long‑term ambition in the tens of millions market cap if execution and community remain strong.
X Project native token relaunch (new ticker forthcoming)
- Rationale: Reset with cleaner tokenomics and messaging for new audiences; learning from past cycles and supply issues.
- Airdrop policy: 1:1 airdrop to existing holders and staking‑pool participants of the prior token.
- Private sale: Extremely limited; participants must agree to lockups (no selling within defined periods). Cross insists on “playing by my rules” to protect supply and discourage destabilizing dumps.
- Tokenomics evolution:
- Previously: A quarter of X ecosystem fees flowed to buybacks (including Coco).
- Going forward: Half of X ecosystem fees will be allocated to buybacks of the new X native token. Coco is removed from that fee‑support equation for clarity and focus.
- Staking: Intends to stake repurchased tokens to reward long‑term holders; seeking AI‑enabled partner tooling for efficient stake management.
- Launch timing: Not in current market. Wait for a bounce and improved volumes. Goal is to debut when risk appetite and liquidity are healthier.
- Chain focus: Tilt back toward Ethereum for core building (layer‑1 improvements, developer tooling, and broader ecosystem maturity). Cross references Vitalik’s view that L1 advances reduce reliance on L2s, challenging teams to deliver real value at L1.
Coco (meme token) path forward
- Current: Painful year with thin liquidity amplifying pumps and dumps; facing exchange de‑listings.
- Commitment: Coco still has potential for a “second life” post X native token relaunch. Details will be shared later; all options open to ensure better launch conditions and less vulnerability to exchange behavior.
XPad and ecosystem
- XPad remains core to funnel fees and attention; half of fees will support buybacks for the new X native token.
- Strategy: Grow developer options, community tools, and consistent marketing; prepare to scale when the market improves.
Value creation and real‑world tokenization (Cross)
- Direction: Pursuing a large, as‑yet undisclosed initiative linked to tokenizing real‑world value with “big guys” in a high‑potential sector. Emphasis on building durable utility beyond pure meme speculation.
Risk management, trading behavior, and community psychology
Cross’s discipline points
- Supply control is decisive: Coco’s blow‑off and subsequent crash were exacerbated by early, concentrated allocations to influencers. Cross later bought back supply at high cost; the relaunch will bake in stricter controls from the start.
- Profit‑taking realities: Many community members had significant unrealized gains in the bull phase but held through the round‑trip. Lesson: Secure capital and profits methodically; don’t count on the market to “hold your target.”
- Trenches vs. casuals: Short‑term meme trading now demands pro‑level skill, fast execution, and specialized tools (bots, discovery platforms like gmgn, DEX trackers). Not everyone can—or should—fight in the trenches.
- Mental health and lifestyle: A friend exited crypto entirely after the grind; another cashed out millions from a Trump token and stepped away. Recognize the cost of 24/7 stress.
Donny’s practical note
- CEX use case: On‑ramp and off‑ramp quickly; maintain self‑custody.
- Personal example: Took ~10% profits near ~$500k cap on XCEO’s first pump to recover initial principal—illustrating paced profit‑taking.
Q&A highlights (Mohammed)
Will memes come back like before?
- Cross: Memes won’t disappear; they’re cultural. However, near‑term conditions (2026 horizon) look heavy. Expect a slower meme environment until confidence and volume return. The next leg likely mixes memes with more “serious” projects anchored to real‑world value.
- Donny: Memes are fun and sticky (dopamine + community); selection should emphasize active communities, not just loud branding.
Can I still make 50x–1000x on memes?
- Cross: It’s possible but rare now. Requires precise entries, fast selling, and strict risk management. Today’s environment favors quick rotations and profits secured early.
- Mohammed’s experience: Following alpha channels yielded “zero profit” recently—consistent with the broader liquidity drain and pervasive sell‑pressure.
Dogecoin to $1?
- Cross: Recently sold DOGE under $0.10, not keen to add amid current mood. Believes a bounce will come, but timing uncertain; keep positions sensible and avoid forcing trades in a falling market.
Personal stories and the “Power of Yet”
Donny
- Former café owner in the U.S.; ran lean and broke even in ~6 months by wearing all hats (chef, bookkeeper, janitor). Reinforces a theme of persistence and disciplined operations.
Cross
- Restaurant turnaround: Faced calls to quit; applied the “Power of Yet” (not done yet), re‑managed suppliers, staff, and offering, and returned to balance with improving profits. He aims to replicate that persistence in X Project: adapt, optimize, and deliver when conditions align.
Key takeaways and action points
Highlights
- Markets are rough; both hosts emphasize resilience. Donny keeps humor and community energy; Cross insists on realism and disciplined rebuilding.
- Memes in the next month (Donny’s satirical outlook): Rotations, influencer stampedes, and the primacy of community cohesion.
- Education matters: Self‑custody basics, understanding exchange risk, and avoiding over‑reliance on hype.
- X Project roadmap solidifies:
- Relaunch the X native token on Ethereum with strict supply controls.
- Airdrop 1:1 to existing holders and stakers.
- Allocate 50% of X ecosystem fees to buybacks of the new native token; stake repurchases for long‑term strength.
- Defer launches until market conditions improve.
- Maintain and grow XCEO with community‑led content; leverage ecosystem revenues and staking to raise floors.
- Plan a thoughtful Coco “second life” after the native relaunch.
- Pursue a major value‑creation initiative via real‑world tokenization.
Cautions
- Not financial advice (repeated throughout).
- Be skeptical of exchange‑driven hype and “guaranteed utility” promises.
- In this tape, secure gains early and limit exposure; recognize mental health costs of trench trading.
Community calls
- Keep contributing content and events; strong communities are the differentiator.
- Practice self‑custody and risk management.
- Expect updates on the X native token ticker, airdrop mechanics, staking partner/tooling, and Coco relaunch details when market timing improves.
Closing
- Donny thanked attendees, kept the session family‑friendly, and set next Thursday for the follow‑up space.
