In this episode, we discuss the GPT-5.6 launch with the Sol, Terra and Luna models going head to head with Grok 4.5, a second day of US strikes on Iran as the ceasefire collapses, and Bitcoin holding $63K despite renewed ETF outflows.

00:00 Introduction

01:38 Crypto Headlines and Web3 Roundup

06:03 CXMT IPO Plans and SK Hynix US Listing Oversubscribed

11:19 Market Price Action and Hyperliquid Volume Leaders

14:44 Cash Cat Ansem and the First Dip in Gacha Spending

18:13 US Strikes Iran Again as Trump Ends the Ceasefire

21:12 Polymarket Iran Odds and Chrome Prediction Market Ban

27:27 GPT-5.6 Launch With Sol Terra and Luna Models

33:00 GPT-5.6 Early Impressions vs Fable and Advisor Setups

38:08 Grok 4.5 Coding Model and GPT-6 Rumors for July

44:10 Bitcoin Holding 63K ETF Outflows and Clarity Act Odds

47:40 Meme Coin Rotation and AI Token Volatility

51:00 MiCA Enforcement in Europe and Closing Thoughts

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 the US revoking Iran's oil export license as the ceasefire collapses, CASHCAT passing $130 million on Robinhood Chain, and Amazon's $25 billion bond sale to fund its AI buildout.

0:00:00 Introduction

0:00:57 Crypto Headlines and Web3 Roundup

0:06:27 Buying the Dip as Markets Bleed Red

0:12:25 Position Sizing and the Druckenmiller Approach

0:20:02 US Revokes Iran Oil Export License

0:28:45 Trump Threatens to Pull US Troops From Europe

0:34:41 Midterm Elections and the Political Fallout

0:41:22 Al Jazeera on Trump's Transformation

0:46:40 CASHCAT Hits $130M on Robinhood Chain

0:53:16 Amazon's $25B Bond Sale

0:57:52 Hyperscaler Dips and the Meta Rotation

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 Strategy selling 3,588 BTC for $216 million in its largest sale ever, the Ansem memecoin rally and the return of KOL coins, and two Millennium pods making $3.7 billion in June on index rebalancing.

0:00:00 Introduction

0:01:10 Crypto Headlines and Web3 Roundup

0:05:39 Crypto Decoupling From Stock Market Volatility

0:11:04 Markets Desensitizing to Saylor Selling

0:17:48 Who Is Buying Bitcoin Now and Are ETF Inflows Sustainable

0:23:27 Quantum Risk and the Bitcoin Thesis Debate

0:28:57 AI Mania Peaking and Flows Rotating Back to Crypto

0:33:03 Bonk DAO Governance Exploit and the $20M Payout

0:37:12 Strategy Sells 3,588 BTC for $216M to Fund Dividends

0:39:49 Ansem Coin Rally and the Return of KOL Coins

0:44:37 Ansem Supply Concentration and Anonymous Wallet Risks

0:50:03 Millennium Pods Make $3.7B on Index Rebalancing

0:52:11 Trade Idea Shorting VVV and Worldcoin

0:54:34 Worldcoin Short Thesis and the OpenAI IPO Delay

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 Lighter surging to $2.50 on its Robinhood perps integration, Ro Khanna's case for a billionaire wealth tax, and Ansem's Black Bull token rebounding after a sharp dip.

0:00:00 Introduction

0:00:58 Crypto Headlines and Web3 Roundup

0:06:41 Memory Chip Volatility and LLM Chip Exclusivity

0:11:34 OpenAI Government Stake and Stakeholder Capture

0:16:36 Sovereign AI and Self-Hosted Models

0:21:37 Frontier Labs Expanding Into New Industries

0:25:49 Data Moats and AI Labs Spinning Up Competitors

0:29:56 The Race for Untapped Training Data

0:34:55 LLMs Converging on the Same Stock Picks

0:37:29 Lighter LIT Rally and Perp Dex Momentum

0:44:32 Robinhood Confirms Lighter as Official Perps Partner

0:48:56 Positioning and Buying the Lighter Move

0:53:35 Ro Khanna Makes the Billionaire Wealth Tax Case

0:57:49 Saylor Sells 3,588 Bitcoin to Fund Dividends

1:03:07 Ansem Black Bull Token Rebounds

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 OpenAI's proposal to give the US government a 5% stake, South Korea's leveraged market selloff, and Meta's pivot into cloud computing.

00:00 Introduction

00:25 Crypto Headlines and Web3 Roundup

05:02 Venice AI and Betting on Small Cap AI Tokens

13:05 More Headlines and the Day's Price Action

16:13 Lighter and the DYDX Team's Robinhood Chain Perp Race

20:30 KOSPI Selloff and Korea's Retail Leverage Problem

25:04 Making Sense of Korea's 100 Million Trading Accounts

30:14 OpenAI Weighs a 5% US Government Stake

37:21 Palantir, Alex Karp and the Rise of Sovereign AI Models

42:09 NVIDIA's Trillion Dollar Robotics Bet and New Humanoids

47:04 Is the Robotics Trade a Decade Away or Closer

50:47 Meta Pivots to Cloud Computing

54:34 Closing Thoughts

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 billion-dollar crypto income, Anthropic's Fable model returning after a government pull, and Etched raising $800M to challenge Nvidia.

0:00:00 Introduction

0:00:52 Crypto Headlines and Web3 Roundup

0:08:39 OpenUSD and the 140 Company Stablecoin Consortium

0:12:34 Stablecoin Yield Climbing the Stack

0:18:29 Fee Compression and the Stablecoin Volume Game

0:23:43 Circle Stock and Coinbase Under Pressure

0:28:35 The Stablecoin Trade Is Done, Buy the Banks

0:33:49 Trump's Billion Dollar Crypto Income and Portfolio

0:37:23 The Debate Over Trump's Impact on Crypto

0:43:39 Bipartisan Crypto Regulation and Remittance Networks

0:48:54 Anthropic's Fable 5 Returns After Government Pull

0:54:08 Chinese AI Models and Robotics vs US Valuations

0:57:14 Etched Raises $800M to Challenge Nvidia

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 Strategy's new capital framework sending MSTR and STRC higher, Agility Robotics going public in a 2.5 billion dollar SPAC deal, and Chamath's 8090 raising a 135 million dollar Series A for its AI software factory.

0:00:00 Introduction

0:00:46 Crypto Headlines and Web3 Roundup

0:07:54 Why Builders Pick Dubai Over Europe on Crypto and AI

0:11:39 Why MSTR Jumped on Saylor's News but Bitcoin Did Not

0:18:09 Inside Strategy's New Bitcoin Credit Framework

0:24:53 Strategy Becomes a Closed Loop Fund

0:29:58 Bitcoin as Energy Money and the Hunt for the Next Buyer

0:37:30 Agility Robotics Goes Public via a 2.5 Billion Dollar SPAC

0:43:27 Investing in Humans and Robots and the UBI Question

0:46:54 Chamath's 8090 Raises 135 Million for an AI Software Factory

0:53:22 Reading the Charts, RoboStrategy and Token Unlocks

0:58:04 Crypto Cards, Stablecoins and Real World Spending

1:05:06 Closing Thoughts on Trading Your Edge

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 why Strategy is 13 billion dollars underwater on Bitcoin and what Saylor's next move means, the fragile US and Iran de-escalation, and Ansem's token crossing 100 million.

0:00:00 Introduction

0:00:41 Crypto Headlines and Web3 Roundup

0:07:48 The Case for Trading Equities Over Crypto

0:12:25 Why the Risk Reward Favors Equities

0:15:57 Eli Lilly, BlackBerry, and Betting on the Pivot

0:23:48 Quantum Stocks and the US Commerce Signal

0:28:38 Robotics, Rigetti, and Using AI to Research Markets

0:35:42 US and Iran Agree to Stop Attacks

0:42:39 Trading the News Live and Iran's New Normal

0:48:46 Ansem's Token Hits 100 Million and the Solana Debate

0:55:41 Saylor, Strategy, and Who Buys Bitcoin Next

0:58:44 Strategy's 1.25 Billion Bitcoin Monetization Plan

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 the Apple price hike that wiped over one trillion dollars from Asian stocks, OpenAI delaying its IPO to next year, and hot May PCE inflation data.

0:00:00 Introduction

0:00:43 Crypto Headlines and Web3 Roundup

0:06:46 Apple Price Increases and the Memory Demand Question

0:11:48 Reselling Maxed Out Macs on the Secondary Market

0:15:13 A Permanent Underclass and Access to AI

0:18:28 Over One Trillion Wiped From Asian Stocks

0:21:48 Fourteen Circuit Breakers and Leveraged Chip ETFs

0:29:52 May PCE Inflation and the Fed Two Percent Target

0:33:29 Is Apple Oversold After the Six Percent Drop

0:37:16 Going Long Apple at Two Seventy Six

0:42:30 Phunky on Apple as a Veblen Luxury Good

0:46:58 OpenAI Pushes Its IPO to Next Year

0:51:12 Why AI Models Struggle to Capture Value

0:58:45 SoftBank's Drop and the Government Push Into AI

1:02:48 The SoftBank Goose and Golden Egg Slide

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 Micron's blowout earnings reigniting the AI memory trade, Korea's KOSPI and Asian markets rebounding after this week's sell-off, and Bitcoin's weakness as the EU's MiCA regulation comes into full force.

00:00 Introduction

00:32 Crypto Headlines and Web3 Roundup

09:21 Crypto Versus AI and Turning News Into Trades

16:54 Inside Micron's Earnings and Record Margins

21:21 How Close Is the Humanoid Robot Revolution

24:26 Unitree's $4,900 Iron Man Humanoid Robot

29:37 Robot Home Security and the Device Hack Scare

33:46 The Analog Backlash and Why AI Stays the Trade

39:18 Agents On-Chain Versus Google's New Registry

42:54 Korea's KOSPI Rebound and the Memory Listings Wave

50:00 EU MiCA Deadline and US Crypto Regulation Momentum

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.