Risk On Podcast

BTC is ripping, stocks are at all-time highs, and sats is fully sidelined calling 78.3K the top. 

On the menu this week:

• sats mapping out his exact path to topping the market (starts shorting 78.3, capitulates in the 80s, buys the top — the playbook is set)
• Swizzles hype bags and his new life as an OpenClaw pilled perps guy
• Wood bought lighter after specifically saying he would never buy lighter
• Allbirds pivoting to AI and what that tells you about the current market
• Sailor's Strike "savings account" and where exactly the yield is coming from (don't ask)
• Tether walking in and bailing out Drift, mogging Circle on their home turf
• Why CT feels dead right now and what to actually do about it in a bear market
• World Liberty Finance's 2-year cliff + 2-year linear unlock (who could have seen this coming)
• Claude Opus 4.7, diminishing LLM returns, and Anthropic holding Mythos hostage
• An all-time Jeff Epstein clip to close things out

Covering:

- Hyperliquid Jeff Yan feature
- Joe McCann & the Tanzania story
- Nikita teases X crypto launch
- They're throwing molotovs at Sam Altman

And more.

Covering:

- Anthropic’s new Mythos model
- TAO loses its biggest subnet and nukes
- Equities and crypto pumping, even Monad!

And more.

Covering:

- Trump plans to wipe out an entire civilisation 
- Anthropic cuts off third-party tools
- Claude’s relentless feature updates

And more.

Covering:

- OpenAI vs Anthropic
- Drift exploit
- Quantum FUD

And more.

Covering:

• Memescope Monday
• Are memecoin bros finally finished?
• Claude’s relentless updates

And more.

Talking:

- Trump pauses potential Iran strikes
- Oil & silver perps outperform crypto
- Hyperliquid
- Bear market stuff, we’re bored

And more.

Covering: 

- Building Discipline After Liquidations

- Keeping Charts Simple

- Picking Moments Not Chop

- Adapting Styles and Avoiding Round Trip

Covering: 

- Coins are ripping

- CT is still trading oil

- Will the trenches ever come back debate

- Sats escapes Dubai 

And more!

Talking:

• Trump lifting Russian oil sanctions
• HYPE ripping past $37
• Bittensor and TAO
• Kled’s $5.5M seed round