
MSB Intel
@MSBIntel • 43,384 subscribers
Industry leading commentary on markets, macro, and emerging tech. Email us: [email protected]
Shorts
Videos

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."
MSB Intel912,389 次观看 • 5 个月前

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
MSB Intel14,135 次观看 • 14 天前

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!
MSB Intel12,931 次观看 • 17 天前

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.
MSB Intel63,516 次观看 • 5 个月前

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."
MSB Intel51,550 次观看 • 5 个月前

🚨 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
MSB Intel33,601 次观看 • 7 个月前
没有更多内容可加载