In this episode, we discuss the equity sell-off and oil surge following Trump's address on Iran, the SpaceX IPO filing targeting a $1.75 trillion valuation, and the Drift Protocol hack on Solana.

00:00 Intro Music

03:54 Introduction

05:29 Last Show Before Easter Weekend

08:07 [SPONSORED] Katana Partnership

08:36 Crypto Headlines and Web3 Roundup

15:13 Equity Sell-Off and Oil Surge on Trump's Iran Address

21:48 Varied Market Takes on the Conflict

26:22 How to Simplify Your Trading Framework in This Market

31:26 Polymarket Odds and Following the Troops

35:33 Even If the War Ends, Markets May Not Recover

43:06 SpaceX Files for Largest IPO in History at $1.75T

49:33 Tesla May Bleed as SpaceX Absorbs Capital

53:46 [SPONSORED] Katana Perps

55:01 Drift Protocol Hacked for $200M+ on Solana

57:52 Why DeFi Hacks Increase in Downturns

1:01:42 Fertilizer Prices Soar While Food Stays Flat

1:06:16 Oxxyy on Farmers and Agricultural Commodities

1:08:30 Corn Ticker Already Bought on HyperLiquid

1:10:51 Closing Thoughts and Easter Break

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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.

In this episode, we discuss risk assets rallying on Iranian messaging that the war could end with guarantees, OpenAI's record $122B funding round, and a16z leading a $10M round into a stablecoin clearinghouse.

00:00 Introduction

07:32 Crypto Headlines and Web3 Roundup

12:52 Iran War Messaging and Risk Asset Rally

19:12 Market Implications and Long Weekend Risks

23:34 Polymarket as a News Distribution Platform

29:25 OpenAI Raises $122B at $852B Valuation

35:00 Private Capital and the IPO Pipeline Problem

39:35 Crypto Front-Ran the VC Extraction Playbook

43:09 a16z Leads $10M Stablecoin Clearinghouse Round

47:51 Decentraland Launches on Epic Games Nobody Cares

51:49 What Will We Look Back On and Cringe About

56:41 Show Wrap-Up

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.

In this episode, we discuss Trump's conflicting signals on the Iran conflict and their impact on oil and equities, and Google's quantum computing paper that could threaten crypto encryption years sooner than expected.

00:00 Intro Music

03:58 Introduction

06:54 AI Fatigue and the Value of Editing Over Producing

11:01 Crypto Headlines and Web3 Roundup

15:17 Trump's Conflicting Signals on Iran and Oil Price Swings

20:35 Polymarket Ceasefire Odds and What They Mean for Oil

27:18 Can AI Disruption and Expensive Equities Coexist

32:44 The NVIDIA Short Thesis and Market Exhaustion Signals

37:28 Market Fractals and Crypto Cycles vs Stock Market Cycles

40:41 Trump's Message to Europe on the Strait of Hormuz

43:42 Google's Quantum Paper and the Threat to Crypto Encryption

50:15 Could Quantum Computing Push Value Back to Gold

52:42 The Dark Forest Theory of Quantum and Bitcoin

54:42 Final Thoughts and Hegseth Press Conference Preview

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.

In this episode, we discuss oil breaking above $100 as American ground troops deploy to the Middle East, Bitcoin and risk assets spiking on Trump's Sunday night communications, and the growing private credit risk echoing 2008.

00:00 Intro Music

03:57 Introduction

05:19 Mac Gaming Renaissance with Crimson Desert on M-Series Silicon

09:08 Citizen Journalism in Conflict Zones

15:01 Crypto Headlines and Web3 Roundup

19:06 Oil Surges Past $100 as US Deploys 50K Troops to Middle East

24:31 Global Oil Supply Shock Timeline and Who Gets Hit First

29:12 Trading Oil Through Geopolitical Chaos

34:15 Polymarket Odds on US Ground Forces in Iran

38:37 Ceasefire Odds and Market Uncertainty

41:08 Building Your Buy List for the Next Sell-Off

44:40 Private Credit Risk and Echoes of 2008

47:10 Gold Dip-Buying vs Emergency Sovereign Selling

51:45 Turkey Liquidates $3B in Gold Reserves

54:13 Treasury Yields, Stock Futures, and Trump's Sunday Night Remarks

58:49 Apple's AI App Store Strategy with Siri Extensions Coming

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.

In this episode, we discuss Trump's 10-day Iran strike pause, Bitcoin sliding toward $66K as oil surges, and whether TAO's pullback is a buying opportunity.

0:00:00 Intro Music

0:03:58 Introduction

0:05:19 Friday reset and weekend trading nerves

0:10:36 [SPONSORED] Yeat Partnership

0:11:20 Crypto Headlines and Web3 Roundup

0:15:15 SpaceX retail access, crypto mortgages, and liquidity concerns

0:21:33 Legendary's Market Overview

0:28:26 Builders feel the squeeze as Dubai disruption hits fundraising

0:34:13 Why Strait of Hormuz damage could pressure markets for months

0:40:23 TAO pullback after the recent AI-token run

0:46:27 Hyperliquid HIP-4 vs. Polymarket

0:52:16 Hyperliquid's liquidity moat and unified margin upside

0:56:36 Bond yields as the key weekend indicator

1:00:26 Nvidia short and final weekend positioning

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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.

In this episode, we discuss oil surging on Middle East escalation fears, Whop partnering with Aave and Plasma for 6% on-chain treasury yield, and Trade XYZ potentially launching spot equities on HyperLiquid.

00:00 Intro Music

02:57 Introduction

04:30 AI Information Overload and Agent-Friendly Content

10:18 Staying Ahead in the AI Race

15:46 Crypto Headlines and Web3 Roundup

19:28 AI Breakthroughs, HyperAgents and Google Model Quantization

24:13 Claude vs OpenAI, Which Model Is Best for What

28:12 Oil Surges as US-Iran Conflict Intensifies Around Khark Island

35:03 Trading Oil in a Headline-Driven Market

39:39 Managing Risk in the Most Volatile Environment in Years

41:31 Trade XYZ and HyperLiquid, The Spot Equities Thesis

48:03 Regulatory Risk and the Dollar Denomination Argument

52:51 Whop Partners with Plasma and Aave for 6% On-Chain Yield

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.

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.

In this episode, we discuss Bitcoin's resilience above $71K as it decouples from equities, Brent crude recovering above $100 amid diminishing returns from Trump's market interventions, and OpenAI offering private equity firms a guaranteed 17.5% return.

00:00 Intro Music

03:56 Introduction

05:38 Information Overload and Engagement Farming in Conflict Coverage

10:38 Anthropic's New Claude Feature and AI Feature Wars

18:24 Kalshi and Polymarket CEOs Backing Prediction Market VC Fund

27:47 Backpack Exchange Launch and Strategy's Bitcoin Buys

33:57 Legendary's Market Overview

40:01 Bitcoin Decoupling From Equities and Crypto as Neutral Financial Rails

45:46 Bitcoin as a Generational Neutral Asset

52:58 HyperLiquid HIP3 Volume Hitting All-Time Highs

58:03 HyperLiquid Capturing 5% of Global Oil Futures Volume On-Chain

1:00:25 OpenAI's 17.5% Guaranteed Return Offer

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.

In this episode, we discuss Trump's breaking Truth Social post announcing a 5-day pause on strikes against Iranian energy infrastructure, the live market reaction across oil, gold, yields and equities, and why you can't tweet your way out of the Strait of Hormuz.

00:00 Intro Music

04:57 Introduction

06:53 Media's Role in Conflict Coverage

10:33 Breaking - Trump Posts 5-Day Strike Pause

12:38 Crypto Headlines and Web3 Roundup

16:14 Oil, Gold, Yields and Global Indices React Live

20:21 Can You Tweet Your Way Out of War?

29:54 Iran's Strategic Leverage on Energy Markets

36:14 Why This Time Is Different From Tariffs

44:35 $200B War Bill Signals Extended Conflict

49:11 Game Theory on Why Both Sides Deny Talks

51:00 Who Really Benefits From This War?

57:00 What Would a Real Off-Ramp Look Like?

59:00 Algorithmic Markets vs. Reality

1:05:28 Show Wrap-Up

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.

In this episode, we discuss Claude Code launching Telegram and Discord channels, the Supermicro cofounder charged in a $2.5B NVIDIA GPU smuggling scheme, and DoorDash introducing Dasher Tasks for AI and robotics.

03:58 Introduction

06:04 Crypto Headlines and Web3 Roundup

07:38 [SPONSORED] Yeet Partnership

08:37 Agentic Payments - x402 vs Tempo's MPP

13:49 MPP Sessions and Blockchain Speed Limitations

17:34 Timeline for Agentic Payments Catching Up to Humans

22:49 Jensen Huang on Bittensor and Open Source AI

27:00 Phunky's Bittensor Deep Dive

31:48 Rising Infrastructure Costs and Distributed Compute

35:46 OpenAI Acquires Astral, Anthropic Acquires Bun

40:47 Vibe Coding Stack Discussion

41:04 Supermicro Cofounder Charged in $2.5B NVIDIA GPU Smuggling Scheme

46:38 DoorDash Introduces Dasher Tasks for AI and Robotics

51:23 Claude Code Introduces Channels for Telegram and Discord

55:06 OpenClaw vs Proprietary AI Tools - The Collective Wins

59:03 AI-Written Fantasy Novel Using Hermes and Auto Research

1:02:26 [SPONSORED] Yeet Giveaway

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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.