MSB Intel's banner

MSB Intel

@MSBIntel • 43,384 subscribers

Industry leading commentary on markets, macro, and emerging tech. Email us: [email protected]

Shorts

BREAKING: Charles Hoskinson is back on X days after saying he’d leave for the summer. He just dropped an hour-long video on why Cardano is “the only ecosystem that can run the world.”

BREAKING: Charles Hoskinson is back on X days after saying he’d leave for the summer. He just dropped an hour-long video on why Cardano is “the only ecosystem that can run the world.”

70,739 görüntüleme

🚨🇺🇸 BIG NEWS: U.S. Just Passed the Biggest Crypto Laws in History Donald Trump is expected to sign the first bills by as early as tomorrow. Here’s what just went down 🧵

🚨🇺🇸 BIG NEWS: U.S. Just Passed the Biggest Crypto Laws in History Donald Trump is expected to sign the first bills by as early as tomorrow. Here’s what just went down 🧵

70,395 görüntüleme

Sam Altman just backed his biggest rival Anthropic against the Pentagon. 'For all the differences I have with Anthropic, I mostly trust them as a company. I've been happy that they've been supporting our warfighters.' Two competitors. Same red lines. This changes everything.

Sam Altman just backed his biggest rival Anthropic against the Pentagon. 'For all the differences I have with Anthropic, I mostly trust them as a company. I've been happy that they've been supporting our warfighters.' Two competitors. Same red lines. This changes everything.

13,672 görüntüleme

🚨 ABSOLUTELY SURREAL. OPENAI IS ABOUT TO RAISE $100 BILLION IN A SINGLE FUNDING ROUND. THE TOTAL VALUATION WILL EXCEED $850 BILLION. THE INVESTORS? MICROSOFT, AMAZON, NVIDIA, AND SOFTBANK. THEY ARE POOLING THE EQUIVALENT OF A NATIONAL GDP JUST TO SECURE AI INFRASTRUCTURE THROUGH 2030. THIS IS NO LONGER VENTURE CAPITAL. THIS IS A GLOBAL ARMS RACE.

🚨 ABSOLUTELY SURREAL. OPENAI IS ABOUT TO RAISE $100 BILLION IN A SINGLE FUNDING ROUND. THE TOTAL VALUATION WILL EXCEED $850 BILLION. THE INVESTORS? MICROSOFT, AMAZON, NVIDIA, AND SOFTBANK. THEY ARE POOLING THE EQUIVALENT OF A NATIONAL GDP JUST TO SECURE AI INFRASTRUCTURE THROUGH 2030. THIS IS NO LONGER VENTURE CAPITAL. THIS IS A GLOBAL ARMS RACE.

13,957 görüntüleme

Videos

Anya Rossi

sweetdream.ai

SweetDream.ai•Sponsored•Livecam

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

Exclusive private shows

1.2k viewers online

Private Show

Join now for exclusive access

Free preview available • Premium content

The CEO of Anthropic says nobody is paying attention to what's about to happen. "The most surprising thing has been the lack of public recognition of how close we are to the end of the exponential. To me, it is absolutely wild that you have people talking about the same tired old hot button political issues... We're near the end of the exponential."

The CEO of Anthropic says nobody is paying attention to what's about to happen. "The most surprising thing has been the lack of public recognition of how close we are to the end of the exponential. To me, it is absolutely wild that you have people talking about the same tired old hot button political issues... We're near the end of the exponential."

912,389 görüntüleme • 5 ay önce

BREAKING: Cardano founder says, “If you want someone to make $ADA go back to all-time highs, I’m not your person.” He also confirmed he’ll be leaving X for the summer, citing toxicity while reaffirming his commitment to Cardano.

BREAKING: Cardano founder says, “If you want someone to make $ADA go back to all-time highs, I’m not your person.” He also confirmed he’ll be leaving X for the summer, citing toxicity while reaffirming his commitment to Cardano.

127,357 görüntüleme • 2 ay önce

Cardano founder Charles Hoskinson says Bitcoin can be mirrored into Cardano without a conventional bridge, and without a taxable event. "Because we're a UTXO system and Bitcoin's a UTXO system, and we figured out the zero knowledge side of it, you can take your Bitcoin on Taproot and through a zero knowledge transaction mirror it into Cardano in a non-custodial way." He says the major advantages are that you keep control, so it cannot be bridge-hacked, and it is tax neutral because no new asset is created. Per The Block. Gareth Jenkinson x Charles Hoskinson

Cardano founder Charles Hoskinson says Bitcoin can be mirrored into Cardano without a conventional bridge, and without a taxable event. "Because we're a UTXO system and Bitcoin's a UTXO system, and we figured out the zero knowledge side of it, you can take your Bitcoin on Taproot and through a zero knowledge transaction mirror it into Cardano in a non-custodial way." He says the major advantages are that you keep control, so it cannot be bridge-hacked, and it is tax neutral because no new asset is created. Per The Block. Gareth Jenkinson x Charles Hoskinson

14,135 görüntüleme • 14 gün önce

Brian Armstrong just called Elizabeth Warren a socialist on camera. "Elizabeth Warren is a socialist. She believes the government should be running all financial services." The Coinbase CEO explains how one Senator tried to kill crypto in America.

Brian Armstrong just called Elizabeth Warren a socialist on camera. "Elizabeth Warren is a socialist. She believes the government should be running all financial services." The Coinbase CEO explains how one Senator tried to kill crypto in America.

108,027 görüntüleme • 5 ay önce

INSIGHT: Does the Clarity Act unlock a supercycle? The Intelligence Briefing, Episode 1: Nic Puckrin Nic The Coin Bureau founder came to the desk. One hour on the Clarity Act, the AI bubble, the US oil reserve at a 43-year low, a sub-$80K Bitcoin call, and the strangest capital markets story of the year. Timestamps below. 0:00 Intro 0:26 Welcome: Nic Puckrin, live in studio 1:07 The Clarity Act: ethics provisions and the 60-vote problem 4:45 Does regulatory clarity mean a supercycle? 7:31 AI: how Nic and Coin Bureau actually use it 9:27 The jobs AI makes redundant 10:20 Is the AI trade a bubble? Chips, Nvidia, $600-700 billion capex 13:27 Humanoid robots: how close are we? 14:50 Inside Nic's daily routine and his X feed 15:52 The US oil reserve at a 43-year low 17:45 Goldman's $120 oil call and the inflation chain 20:16 What nobody is watching: nuclear and HVAC 24:40 October, the cycle, and the 10/10 crash 29:06 The call: Bitcoin stays under $80K this year 29:59 Strategy: the overhang, and the STRC built with ChatGPT 35:40 Building Coin Bureau 41:37 Where to find Nic Thanks to TheBlock. for hosting us in their space. We'll be back!

INSIGHT: Does the Clarity Act unlock a supercycle? The Intelligence Briefing, Episode 1: Nic Puckrin Nic The Coin Bureau founder came to the desk. One hour on the Clarity Act, the AI bubble, the US oil reserve at a 43-year low, a sub-$80K Bitcoin call, and the strangest capital markets story of the year. Timestamps below. 0:00 Intro 0:26 Welcome: Nic Puckrin, live in studio 1:07 The Clarity Act: ethics provisions and the 60-vote problem 4:45 Does regulatory clarity mean a supercycle? 7:31 AI: how Nic and Coin Bureau actually use it 9:27 The jobs AI makes redundant 10:20 Is the AI trade a bubble? Chips, Nvidia, $600-700 billion capex 13:27 Humanoid robots: how close are we? 14:50 Inside Nic's daily routine and his X feed 15:52 The US oil reserve at a 43-year low 17:45 Goldman's $120 oil call and the inflation chain 20:16 What nobody is watching: nuclear and HVAC 24:40 October, the cycle, and the 10/10 crash 29:06 The call: Bitcoin stays under $80K this year 29:59 Strategy: the overhang, and the STRC built with ChatGPT 35:40 Building Coin Bureau 41:37 Where to find Nic Thanks to TheBlock. for hosting us in their space. We'll be back!

12,931 görüntüleme • 17 gün önce

Brian Armstrong voted NO on an idea that made Coinbase $800 million. "An example is USDC, the stablecoin, I'm embarrassed to admit. I actually voted no on that idea. Luckily somebody else funded it out of their budget." USDC now generates $800M/year in revenue. Even CEOs get it wrong.

Brian Armstrong voted NO on an idea that made Coinbase $800 million. "An example is USDC, the stablecoin, I'm embarrassed to admit. I actually voted no on that idea. Luckily somebody else funded it out of their budget." USDC now generates $800M/year in revenue. Even CEOs get it wrong.

63,516 görüntüleme • 5 ay önce

BREAKING: Chainlink has hit a new milestone with $32.17 trillion in value enabled.

BREAKING: Chainlink has hit a new milestone with $32.17 trillion in value enabled.

16,192 görüntüleme • 1 ay önce

The CEO of Anthropic thinks AGI is 1-3 years away. This is why the Pentagon just banned his company. "If you made me guess, it's like one to two years, maybe one to three. I have a strong view, 95%, that all this will happen in 10 years. But I have a hunch—more like 50-50—that it's going to be one to three."

The CEO of Anthropic thinks AGI is 1-3 years away. This is why the Pentagon just banned his company. "If you made me guess, it's like one to two years, maybe one to three. I have a strong view, 95%, that all this will happen in 10 years. But I have a hunch—more like 50-50—that it's going to be one to three."

51,550 görüntüleme • 5 ay önce

Dario Amodei responds to Trump calling Anthropic "radical left woke" "The red lines we drew because we believe crossing them is contrary to American values" "Disagreeing with the government is the most American thing in the world. And we are patriots." Agree or disagree?

Dario Amodei responds to Trump calling Anthropic "radical left woke" "The red lines we drew because we believe crossing them is contrary to American values" "Disagreeing with the government is the most American thing in the world. And we are patriots." Agree or disagree?

32,475 görüntüleme • 5 ay önce

🚨 BIG: Lighter $LIT is trading at a 90% discount to Hyperliquid. Yesterday, Lighter did $9B in volume. Today, it's trading at 1/10th the valuation of its main competitor. Is the market broken? Or is this the most obvious repricing event of 2026? I dug into the wallet data, the revenue, and the founder to find the answer. Watch the full breakdown.👇 Vladimir Novakovski Lighter

🚨 BIG: Lighter $LIT is trading at a 90% discount to Hyperliquid. Yesterday, Lighter did $9B in volume. Today, it's trading at 1/10th the valuation of its main competitor. Is the market broken? Or is this the most obvious repricing event of 2026? I dug into the wallet data, the revenue, and the founder to find the answer. Watch the full breakdown.👇 Vladimir Novakovski Lighter

33,601 görüntüleme • 7 ay önce

🚨 HUGE: SEI Market Infrastructure Grid will bring faster enterprise adoption.

🚨 HUGE: SEI Market Infrastructure Grid will bring faster enterprise adoption.

34,017 görüntüleme • 7 ay önce

🇺🇸 CFTC Chair Michael Selig says the US could roll out true perpetual crypto futures within the next month. Perps may finally move onshore after years of offshore dominance.

🇺🇸 CFTC Chair Michael Selig says the US could roll out true perpetual crypto futures within the next month. Perps may finally move onshore after years of offshore dominance.

24,867 görüntüleme • 5 ay önce

MrBeast just announced his biggest streamer video ever 🤯 50 streamers. One cube. Last to leave wins $1,000,000 for their fans. IShowSpeed is co-hosting.

MrBeast just announced his biggest streamer video ever 🤯 50 streamers. One cube. Last to leave wins $1,000,000 for their fans. IShowSpeed is co-hosting.

25,060 görüntüleme • 5 ay önce

SAYLOR SAYS BITCOIN IS GOING TO BE OVER $15M PER COIN BY 2045. AND SOME ALTCOINS WILL STILL OUTPERFORM BITCOIN. EYES ON $SUI, $S, $SOL, $ETH, $ONDO, $QNT AND $CSPR

SAYLOR SAYS BITCOIN IS GOING TO BE OVER $15M PER COIN BY 2045. AND SOME ALTCOINS WILL STILL OUTPERFORM BITCOIN. EYES ON $SUI, $S, $SOL, $ETH, $ONDO, $QNT AND $CSPR

51,602 görüntüleme • 1 yıl önce

🔥 BULLISH: CZ says the native currency for AI agents is going to be crypto.

🔥 BULLISH: CZ says the native currency for AI agents is going to be crypto.

11,561 görüntüleme • 6 ay önce

Daha fazla içerik yok.