Why the AI Business Model Is Cracking and How Crypto Could Help Fix It
OpenAI, Anthropic, SpaceXand the AI IPO cycle face a structural problem: a cheap, capable open source exit is already drawing enterprise users away before either company goes public. ================...
12 Juni 32min
Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi: Uneasy Money
Claude Fable 5 refuses security work, Kain Warwick pulls $5,000 of compute from a $200 plan, and Humanity Protocol loses its bridge, token, and treasury to one infected device. ======================...
12 Juni 1h 3min
The Chopping Block: Zcash Infinite Mint Bug + AI Hackers vs Formal Verification + NEAR's Agent Vision
Mert and Illia autopsy a brutal weekend in crypto: Saylor's $3M test sale that taught him there's no sell button, the Zcash bug Claude found that could've minted unlimited counterfeit ZEC, formal veri...
10 Juni 56min
Bits + Bips: How Claude Found Zcash's Counterfeiting Bug
For three years, a counterfeiting bug sat live inside Zcash's shielded pool, and no one noticed. Then Taylor Hornby pointed a custom Claude Opus 4.8 agent at the code, and it surfaced the flaw in Orch...
10 Juni 15min
Why Saylor's 'Inoculate' Comment May Be a Signal He'll Sell More Bitcoin
About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and why Strategy has no good options. =================...
9 Juni 1h 7min
Why Mike Dudas Has Zero Exposure to ETH, but Is Bullish on Hyperliquid
Mike Dudas holds zero ETH and sees Hyperliquid as crypto's Tether moment. He also has a clear framework for what makes a token worth buying. ======================================================== ...
4 Juni 36min
What Two DOJ Cases Reveal About the Legal Risks of Prediction Markets: Bits + Bips
Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh’s impossible first week, and why crypto is the unsexy trade right now. --- Thank you to our sponsor! Coinbase...
4 Juni 46min
The Chopping Block: Ethereum's Inflection Point w/ Joe Lubin on DATs, CROPS, AI-Driven Exploits, Quantum Threats, and CFTC's Perps
Joe Lubin makes the bull case for Ethereum amid a sea of bearishness. The panel dissects Saylor selling Bitcoin for the first time in four years, the meaning behind 9 senior EF departures, Justin Drak...
4 Juni 1h 2min
