In this episode, we discuss Korea’s leveraged market unwind and its spillover into Nasdaq, Kimi K3’s challenge to frontier AI, and the US-Iran escalation pushing oil higher.

00:00 Introduction

01:14 Crypto Headlines and Web3 Roundup

04:15 Trump Media’s Truth Social Trading API

08:50 Bread’s Market Positioning in the Selloff

13:01 SpaceX Valuation and the Long-Term Bull Case

17:33 Korean Margin Calls Hit Nasdaq

22:55 Retail Trading, Gambling and Rising Volatility

28:44 Kimi K3 Challenges the Frontier AI Labs

32:37 Open Weights and AI Sovereignty

38:10 AI Data Privacy and Safe Agent Permissions

42:40 Running Local AI Models

46:57 US-Iran Escalation Pushes Oil Higher

50:07 Bread’s Pump and SpaceX Shorts

54:14 Closing

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 South Korea’s rate hike and the KOSPI selloff, Trump’s push for more U.S. data centers, and Anthropic’s potential October IPO.

00:00 Introduction

00:36 Crypto Headlines and Web3 Roundup

05:21 Korea Spillover and Extreme Market Volatility

08:53 Meet Hirshy and Trading in Volatile Markets

13:04 Robinhood, Base, and Crypto Risk-Reward

17:32 South Korea Rate Hike and KOSPI Selloff

21:08 Crypto Strength Versus Leveraged Tech

24:11 Crypto Four-Year Cycle and Summer Allocations

28:17 Trump’s Data Center Push

32:36 AI Infrastructure and State-Level Competition

36:27 Anthropic IPO Race Against OpenAI

40:05 SpaceX IPO Playbook and Short Setup

44:17 Can Mega IPOs Top the Market?

48:00 AI Sovereignty and Frontier Model Valuations

52:15 Mag Seven Holdings Versus Active Trading

55:38 Time Horizons, Apple, and Portfolio Construction

59:11 Closing

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 cool CPI lifting Bitcoin and stocks, CXMT pre-IPO perps launching on Hyperliquid, and how traders are approaching KOSPI volatility and AI infrastructure trades.

0:00:00 Introduction

0:00:31 Crypto Headlines and Web3 Roundup

0:05:38 DeepSeek IPO Valuation and AI Multiples

0:12:01 AI Sovereignty and Enterprise Data Trust

0:19:51 KOSPI Rebound and the SK Hynix Trade

0:27:03 Cool CPI Lifts Bitcoin and Stocks

0:33:34 Oil Risk and When Markets Stop Ignoring War

0:37:46 SpaceX Short Thesis and Pair-Trade Hedge

0:43:38 SpaceX Unlock Schedule and Valuation Risk

0:48:15 CXMT Pre-IPO Perps Launch on Hyperliquid

0:55:07 NBIS Dip-Buying Trade Setup

1:00:32 Jito Long and PUMP Short

1:03:43 X Algorithm Changes 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 KOSPI’s 9% crash and SK Hynix selloff, Robinhood Chain’s rapid growth, and renewed Strait of Hormuz tensions pushing oil higher.

00:00 Introduction

01:03 Crypto Headlines and Web3 Roundup

07:17 KOSPI Crash and SK Hynix Selloff

12:48 SK Hynix Positioning and Trade Setup

18:26 Korea's Leveraged ETF Problem

24:05 Robinhood Chain Reaches $130M TVL

28:07 Robinhood Memecoin Risk-Reward

33:12 Zcash Rebound and Bitcoin ETF Flows

38:14 Robinhood Chain Trade Outlook

42:01 Strait of Hormuz and Oil Shock

47:18 Oil, Inflation, and the Midterms

53:25 Trade Recap and Closing

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 SK Hynix’s U.S. debut, Ethereum’s use of AI bug hunters, and Hyperliquid and Phantom’s push for on-chain-native CFTC rules.

00:00 Introduction

01:21 Crypto Headlines and Web3 Roundup

09:39 The Frontier AI Model Race Heats Up

14:08 AI Compute, Data and Frontier Model Economics

20:35 Grok as an Agentic Coding Worker

26:12 GPT-5.6 Computer Use and the OpenClaw Question

32:06 SK Hynix's U.S. Market Debut

37:00 CLARITY Act Odds and Crypto Trade Setups

42:41 DoubleZero's Blockchain Infrastructure Play

47:01 Ethereum's AI Bug Hunters

52:57 Hyperliquid and Phantom's CFTC Push

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 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.