In this episode, we discuss oil falling to $86 on Iran negotiation reports, Circle crashing 20% as the Clarity Act seeks to prevent stablecoin interest, and Anthropic's Claude Code Auto Mode update.

03:57 Introduction

06:10 Scrolling the Timeline Is a Quagmire

09:56 AI Also Skips the Source Material

14:17 Crypto Headlines and Web3 Roundup

17:29 Liquidity Tightening Across Crypto and VC

20:06 Has Crypto Hit a Ceiling for New Startups

24:51 Stablecoin Adoption Will Unlock Next Wave of DeFi

28:08 X Revenue Sharing Changes Spark Creator Backlash

32:05 The Internet Was Meant to Be the Release Valve

37:10 Oil Falls to $86 on Iran Negotiation Reports

41:12 Trading Oil in an Information Quagmire

45:02 Expressing an Energy Thesis via Equities Like Chevron

50:52 Circle Crashes 20% on Clarity Act Stablecoin Yield Ban

55:02 Stablecoin Moats Will Erode Over Time

59:02 Claude Code Auto Mode Removes Permission Friction

01:01:12 Anthropic Ships Features Daily While OpenAI Reprioritizes

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.