What Do The Midterms Mean For Crypto And AI?
Is the post-midterms selloff a buy-the-dip moment or a hard pass? This week, Jason and Rob sit down with Matthew Sigel of VanEck as the AI trade implodes following the Democratic sweep in the Congr...
6 Nov 1h 4min
Will Druck Kick Off The Next Phase of Crypto's Bull Market?
Druckenmiller is bullposting TradeXYZ and you're bearish? This week, we break down the TradFi incumbents suddenly leaning into crypto rails and what it means for the startups that built them. We...
30 Okt 58min
Cybersecurity Panic, Nationalizing AI, The Model Squeeze & Can't Own Anything
Is AI about to make the whole internet a target? This week, we unpack the PHP exploit wave and why crypto saw this cybersecurity attack pattern first. We also explore whether the AI labs get nat...
23 Okt 1h 6min
Which Businesses Will Survive AI? | Michael Dempsey
Will the AI labs eat everything or is tech just too sure of itself to tell what actually lasts? This week, Compound's Michael Dempsey explains why he invests against the herd in a market running o...
19 Okt 1h 10min
Is The AI Debt Bubble Finally Popping? | Weekly Roundup
Is AI's infinite capital era finally running out of road? This week, we unpack the AI bloodbath and why credit markets are flashing warnings while crypto quietly holds its ground. We explore Ant...
16 Okt 1h 4min
Kamino's Plan To Make Tokenized Assets Actually Useful | Michael Weisz
Is tokenization pointless until you can borrow against it? This week, we sit down with Kamino's new CEO Michael Weisz on why he left fintech to build the onchain credit layer. We explore Kamino'...
12 Okt 56min
Jeff Yan On Hyperliquid’s Plan To Bring All Finance Onchain
What if Hyperliquid’s biggest opportunity is helping the exchanges it’s compared against? This week, Hyperliquid Labs CEO & Co-founder Jeff Yan explains how Hyperliquid is building shared infrastru...
7 Okt 30min
Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou
How do you price a commodity that still clears in text messages? This week, we're joined by Brett Harrison of Architect and Andrawes Bahou of Compute Desk to discuss why GPU compute needs a futures...
5 Okt 1h 5min
