Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.
The $290 million Kelp DAO hack, attributed to North Korea's Lazarus Group, has DeFi TVL down $13 billion in 48 hours. Do DeFi's foundational assumptions need to change? --- Heads up! If you haven’t...
22 Huhti 1h
Bits + Bips: Why Josh Lim Is Optimistic on the Dynamics He's Seeing in Bitcoin
Bitcoin's spot-led rally looks healthy on the surface. But derivatives say conviction is thin. Josh Lim from FalconX on what the market structure is actually telling you right now. --- Thank you to ...
19 Huhti 44min
The Chopping Block: Quantum FUD, Circle vs. Tether & WLFI Drama
Quantum computing risk, USDC vs. Tether drama after the Drift hack, and World Liberty Financial’s governance circus take center stage as Haseeb, Tom, Tarun, and special guest Joshua Lim dissect market...
19 Huhti 1h 20min
How the DOJ and SEC Cases Against BitClout's Nader Al-Naji Collapsed
Debanked 12 times. Walked through an airport in handcuffs. Every charge eventually gone. Nader Al-Naji on the defense strategy that convinced both agencies to back off. ==============================...
18 Huhti 1h 20min
Uneasy Money: BIP-361 Wants to Freeze Satoshi's Coins. What Happens If It Passes?
A Bitcoin developer just proposed freezing wallets that don't upgrade for quantum resistance. Including Satoshi's. Thank you to our sponsors! Nexo Nexo is the premier digital wealth pl...
18 Huhti 1h 16min
Anthropic's Mythos Is More Powerful Than the U.S. Government's AI. Does That Make Sense?
Can a private company be trusted to decide which 40 firms get access to the world’s most dangerous AI model? And separately — is the SEC’s new Reg Crypto finally the framework the industry has been wa...
17 Huhti 52min
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...
14 Huhti 1h 3min
How Onchain Options Could Replace the Basis Trade as Crypto's Yield Strategy
The basis trade paid 15–30% near risk-free for years. Options couldn't compete. Then 10/10 happened. ======================================================== As Bitcoin's application layer, Citrea g...
14 Huhti 55min
