Uneasy Money: Why the Broken Pre-IPO Secondary Markets Won't Be Fixed Anytime Soon
Anthropic is voiding secondary market trades. Who gets hurt — WhatsApp scammers, Forge buyers, or the founders? Plus: why continuous synthetic pricing is coming for every pre-IPO company. Thank you...
13 Mai 1h 16min
Why Arthur Hayes Thinks the AI Bubble Bursting Could Spark a Crypto Bull Market
Arthur Hayes sees one force driving markets right now: governments printing money to finance AI and war. He explains why that ends with Bitcoin much higher — and what could derail it. ===============...
12 Mai 57min
DEX in the City: Will the CLARITY Act Pass? Three Crypto Lawyers Give Their Odds
As a new CLARITY Act draft dropped, KK, Vy, and guest Josh Riezman of GSR give their passage odds and explain the one developer protection provision that matters most. Thanks to our sponsor! Coi...
12 Mai 49min
Bits + Bips: Why the AI Rally Keeps Growing — and Why Circle Launched Arc
Ram says the entire market is now one giant AI trade. Chris argues the boom is backed by real fundamentals. Austin asks: is AI creating value for the right companies? --- Thank you to our sponsor! ...
11 Mai 53min
Coinbase's Chief Policy Officer on Why He Believes the Clarity Act Will Pass
Coinbase's chief policy officer explains why the bank lobby failed to kill stablecoin rewards — and what 'workable compromise' actually means for crypto users. =======================================...
8 Mai 34min
A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It
From AI agents as economic actors to quantum threats and prediction market regulation, Ali Yahya of a16z lays out the investment thesis behind a16z crypto's fifth fund. ==============================...
7 Mai 55min
Why Wrapped Energy or Compute Will Be the New Store of Value: Bits + Bips
Missiles in the Strait of Hormuz. Brent jumps 5%. Bitcoin breaks through $80. The Bits + Bips crew reads the geopolitical tape — and explains why crypto is shrugging it off. --- Thank you to our spo...
7 Mai 1h
DEX in the City: With the Stablecoin Yield Compromise, Can the Clarity Act Get Passed?
Seven lawsuits blame OpenAI for enabling a mass shooting. Could the same legal theory come for DeFi? Thanks to our sponsor! Coinbase One Get 20% off the first year of your Coinbase One annual pla...
7 Mai 39min
