Bits + Bips: Why Apple Might Benefit More From AI Than AI Companies Will
Unchained14 Huhti

Bits + Bips: Why Apple Might Benefit More From AI Than AI Companies Will

The US Naval blockade is live, markets are holding, and Ram thinks the bottom is in. Austin and Chris are not so sure. --- Thank you to our sponsors: Citrea As Bitcoin's application layer, Citrea gives you access to the first trust-minimized BTC on a fully programmable platform and a native stablecoin for Bitcoin, ctUSD. You can now participate in Bitcoin capital markets with lending, privacy, payments, Bitcoin yield, trading and predictions. You get expanded Bitcoin utility without sacrificing its security. Citrea mainnet is live. Put your BTC to work at citrea.xyz/unchained. Etherfi Ether.fi is giving Unchained listeners 15% cashback on food and ride apps — and that's on top of the 3% you get on everything else. Your bank is charging you to use your own money. Laura switched and loves her card! Go to ether.fi/unchained to claim your offer. Nexo Nexo is a premier digital wealth platform offering: ● crypto yield up to 15% (based on stated annual interest rates) ● crypto-backed credit lines from 1.9% ● a wide range of digital assets. Join today and get 30-day access to exclusive rates. Join Nexo. ---- The day the US Naval blockade of the Strait of Hormuz went live, peace talks had just collapsed in Islamabad and markets were holding. Ram, Austin, and Chris work through the tactical logic behind CENTCOM’s move, why regional powers are standing down, and how long Iran can sustain the economic pressure. Then: Anthropic previewed a model called Mythos, cybersecurity stocks fell, and the question of whether AI security risk is real or manufactured now has real money behind it. Meanwhile, World Liberty Financial borrowed $75 million against its own governance token on a platform co-founded by its own advisor, Justin Sun is accusing the team of treating investors as a personal ATM, and the stablecoin bill clock is ticking. Which sectors are most dislocated? What would it take to bring the next wave of investors into crypto? And is this actually a market bottom? Hosts: ⁠⁠⁠⁠⁠Austin Campbell⁠⁠⁠⁠⁠, Host of Bits + Bips, Zero Knowledge Consulting ⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠, Co-Host, CEO of Lumida ⁠⁠⁠⁠⁠Chris Perkins⁠⁠⁠⁠⁠, Co-Host, CEO of 250 Digital Asset Management Learn more about your ad choices. Visit megaphone.fm/adchoices

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Pump.fun’s $370M Burn Was a Mistake, Says Luca Netz: Uneasy Money

Pump.fun’s $370M Burn Was a Mistake, Says Luca Netz: Uneasy Money

Pump.fun set fire to $370 million in tokens. Luca lays out the airdrop math that says they should have done the opposite. Thank you to our sponsors!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MultiChain Advisors is an emerging...

1 Touko 1h 14min

The Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

The Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market Chaos

Is the era of protocol bailouts upon us? The Chopping Block crew and MegaETH's Shuyao Kong debate Defi United’s community-funded rescue, the KPI vesting experiment shaking up token launches, whether D...

30 Huhti 1h

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If y...

29 Huhti 57min

How Microsoft Won in Its Revised Deal With OpenAI

How Microsoft Won in Its Revised Deal With OpenAI

Microsoft restructured its agreement with OpenAI, and Ram Ahluwalia has a clear verdict: Microsoft won.  In this segment from Bits + Bips, Ram explains the three things Microsoft secured from the new...

29 Huhti 3min

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

People think of Aave and Morpho as competitors. But Morpho only lost $1 million when North Korea drained $300M from a DeFi protocol. The architecture explains why. ===================================...

29 Huhti 37min

Bits + Bips: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

Bits + Bips: How the Kelp rsETH Hack Left Aave With $193M in Bad Debt

Luke Leasure and Shaunda Devens of Blockworks Research explain how three compounding failures, Kelp's one-of-one bridge signer, Layer Zero's permissive default settings, and Aave's failure to flag it ...

28 Huhti 9min

Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

KelpDAO’s hackers left telltale signs pointing to one culprit, North Korea. Then, in a surprise move, the Arbitrum Security Council decided to fight back. ============================================...

26 Huhti 1h 7min

Did Arbitrum Violate DRPK's Property Rights? No, Because It Wasn't Their Property

Did Arbitrum Violate DRPK's Property Rights? No, Because It Wasn't Their Property

The $300M KelpDAO exploit became a watershed moment for DeFi, and the Arbitrum Security Council voted froze $70M worth of stolen funds. Is this a slippery slope or learning from history? Thank you...

24 Huhti 1h 20min

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