PANDAPALS ROUNDTABLE: A Tuesday That Ran Long

Host: Panda (@PandaPals__) · Tue, 08 Sep 2026 · ~7h51m · 22 detected speakers

TL;DR

• What was billed as a quiet, off-day roundtable ("196 RSVPs — those are probably just bots") turned into an eight-hour marathon covering project updates, a deep investing discussion, founder economics, and a very long comic-book tangent.
• Panda gave a real state-of-the-union on the Panda Pals build: mint trimmed to two clicks, LP locked to 2028, Morales swapped for Alchemy, two websites merged, and an app targeted for the first half of the month — with Apple Pay / Google Wallet checkout as the next big marketable unlock.
• The "topic of the day" — what makes you actually buy into a project — pulled genuine, varied answers from nearly everyone (community energy, doxxed founders, social sentiment, gut feel, trusted crews).
• Doji, Curtis, Waldo and Panda dug into the hardest question in the room: is launching a token value creation or just extraction? Waldo's candid two-year founder story anchored it.
• WRX and Röcky walked through the Tin Hat Cat lore and its fresh Robinhood launch, which was up triple digits by the time the room checked mid-shutdown.
• The night wound down through psychedelics/mental-health talk, a sprawling Marvel/DC comics session, and a warm round of goodnights.

Highlights

[2:06] — "If we rug, that's the reason why." Panda opened by marveling at 196 RSVPs and immediately deflating it: "If you couldn't tell from my sarcasm, those are probably just bots." Full strength in the room was about five people. It set the loose, self-aware tone the whole space rode on.

[26:26] — GTA 6 as a glimpse of the singularity. A gaming catch-up spiraled into Panda wondering whether fully immersive games are a step toward "ready player one," with people earning a living in-game as jobs get displaced. Brandon kept it grounded — his 90% of GTA is "just driving around listening to music and launching cars off jumps" — and admitted games now compete with "touching grass" and the timeline.

[41:36] — keRRy loses his phone to the highway. keRRy joined on a laptop to explain the carnage: he set his phone on the car at a gas station, drove off, and "I see my phone flying off of the car... I found it, but not before like two people ran over it." It rolled into a genuinely reflective riff on how dependent we've all become — 20 minutes in a parking lot realizing "I feel useless now without this thing."

[1:09:00] — The build, laid out. Panda ran through months of quiet progress: mint down to two clicks, network/USDC guidance added, LP locked until 2028, Morales replaced with Alchemy (cheaper, faster gallery), both sites merged into one, old Panda Pump redirected. The headline: an audited app targeted for the first half of the month, plus cross-chain minting and — the piece he's most excited to market — Apple Pay and Google Wallet checkout so a non-crypto-native can buy an NFT like anything else online.

[3:15:16] — Waldo gets the fifth NFT. In the middle of explaining how he vets communities, Waldo described being gifted a piece from the Ugly Duck Society: "out of the entire collection, only the fifth NFT that he's ever given out." His whole thesis — community first, art you actually resonate with, artists recognizing artists — landed as one of the warmest moments of the night.

[3:35:05] — "Money moves money." Doji cut through the kumbaya with the room's central tension: "The chart reacts to money, and then when people see the chart, they chase it." He loves the culture but keeps running into everything feeling like extraction — then insisted he never sells his own launches, treating each buy as a relationship rather than a trade. Curtis pushed the logic hard: "if you take anything back, it's still an extraction, regardless of how pretty you try to make it sound." [3:47:12]

[3:57:06] — Doji, honest about the ledger. "None of my launches have made me money, guys. All these launches become long-term projects because I don't fucking sell my own projects." Waldo backed him from the same trench — thousands deep, playing a five-to-ten-year game — and the two agreed the DM critics chasing bag pumps aren't the ones to listen to.

[4:06:05] — The founder reality check. Panda's most-affirmed stretch: founders are "only winning 4% of the time... the other 96, 95, you're eating shit." His plea was for grace on both sides — communities toward founders who show up for love of the thing, and founders toward the reality that credibility takes years and can vanish in a moment.

[4:52:26] — Waldo's tuition. Reframing two hard years and ~$20k in the hole, Waldo landed the line of the founder debate: "I could be fucking $40,000 in debt, or I can essentially have a bachelor's degree in social media." Billabong reinforced it — the journey is education, and the losses are cost of tuition.

[7:05:39] — "Hold my beer." Just as everyone was pledging an early night and better sleep, Curtis flagged that Tin Hat Cat had launched on Robinhood and was up ~135%, then 600%+. Röcky dropped the CA, the chart-watching kicked in, and the promised bedtime quietly evaporated.

Topic timeline

Notable quotes

• "If you couldn't tell from my sarcasm, those are probably just bots." — Panda [2:06]
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  0:38
• "I got on a fucking highway and I see my phone flying off of the car... I found it, but not before like two people ran over it." — keRRy [41:36]
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  0:38
• "The best sunlight is the sunlight in your car... I'm at red lights, plucking it with my readers on. That's what happens when you're over 40." — Lil Southern Mama [57:59]
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  0:38
• "The real truth behind it all is money moves money. The chart reacts to money, and then when people see the chart, they chase it." — Doji [3:35:05]
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  0:38
• "You're only winning, I say it often, 4% of the time... the other 96, 95, you're eating shit." — Panda [4:06:05]
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  0:38
• "I could be fucking $40,000 in debt, or I can essentially have a bachelor's degree in social media." — Waldo [4:52:26]
  ▶

  0:38

Who said what

• Panda (@PandaPals__) — host; drove the agenda, delivered the project state-of-the-union, and did most of the reflecting on founder life and building through the grind.
• Lil Southern Mama (@Lilsassmouth) — co-host; kept the domestic warmth (gluten-free pancakes, the chin-hair bit) and rode out the whole marathon.
• Curtis Gore (@curtisgore) — business owner heading out on a cruise; the room's blunt realist, pressing the "if you extract a penny it's still extraction" and "why launch a coin you'll never profit from" questions.
• Kilo S (@KiloSilo47) — TV-and-beer connoisseur; floated the VR "become your panda at the table" idea and the bamboo-watering game loop.
• Brandon (@notbrvnd0n) — resident gamer; grounded the GTA hype and admitted crypto/timeline killed his gaming attention span.
• BillabongMonkey (@BillabongM) — catering all night; long, thoughtful takes on watching founders under pressure, doxxing tradeoffs, and reframing losses as tuition.
• Unc Huff (@Unc_huff) — beard-growing GTA fan; wondered aloud about buying in-game buildings to display NFTs.
• keRRy (@kerrymcook) — phoneless on a laptop; provided the comic disaster of the day and later a Marvel-comics masterclass and chain-flow tips.
• Pengy Peng (@YesImPudgy) — kept it short: minimal research, prefers a doxxed founder but not a dealbreaker, buys NFTs for the art.
• Waldo (@waldoforrealz) — community-first collector and for reals founder; gave the most candid account of a two-year build — liquidity, merch, AI art, and DM critics.
• Röcky (@Rockchilld3) — rapper/studio vet; framed vetting around strong brands and feeling welcomed, championed decentralization, and dropped the THC contract at the end.
• Base Rooms (@baserooms) — Slava; drive-by update on his micro-strategy-backed BRTC token and thoughts on building community before the vision.
• WRXcryptominer (@wrxcryptominer) — Tin Hat Cat storyteller; walked the origin lore, the Andre shoutout, and the Robinhood-over-Sonic decision, all while prepping his launch.
• Troll King XPX (@TrollKingXPX) — sick and up late; emotional/utility investor who only backs doxxed founders he knows personally.
• Krampus.s (@KryptoKrampus) — follows trusted crews; "sometimes being early is better than being right," and the pain of over-diamond-handing.
• Doji (@TheDojiETH) — the philosophical core; "money moves money," launched Hackers as a jab, and never sells his own projects.
• Cerebro Stellarlord (@CStellarlord) — the sovereignty evangelist; crypto as taking back institutions, the retail-store analogy, "I have low standards, I'm head hunting."
• Joseph (@TrudoJo) — abstract systems thinker; authenticity, mechanics, and "trajectories" — will you die for the panda?
• Mo_Lecular (@Elementaleducat) — early guest with the gluten-free beef-tallow cake.

Worth a full listen

• [2:16:00]–[3:28:00] — "What do you look for before you buy?" The strongest stretch of the night: WRX on reading social sentiment as a live-sound engineer, Troll King on only backing people he can find IRL, Billabong on watching founders weather bad days, Curtis on trusted crews, Röcky on brand and belonging. The variety is the point, and the summary flattens it.
• [3:35:00]–[4:36:00] — Extraction, economics, and Waldo's confession. Doji's "money moves money" meets Curtis's relentless profit logic, and Waldo's unvarnished founder story ties it together. This is the room at its most honest about why anyone does this.
• [5:38:00]–[6:40:00] — The comics rabbit hole. keRRy the Spider-Man/Wolverine collector, Panda's X-Men-as-civil-rights reading, and the whole crew debating pacing, Batman actors, and Marvel's over-extension. Pure late-night fun that no bullet list can capture.