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“AI has the potential to eat everything...” Anthony Scaramucci & John Darsie join Kelvin Sparks live at the SALT Wyoming Blockchain Symposium: - Why Bitcoin volatility is compressing - The AI × energy × defense tech convergence - Valuing Anthropic OUTLINE 0:00 Introduction 2:13 Bitcoin Super Cycle or Four-Year... show more

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Welcome back to The Bitcoin Treasuries Podcast. Powered by Onramp. Today's guest is Mike Alfred. We discuss his take on the four year cycle, how Mike sees AI, Bitcoin and energy working together, Digital Credit, the dynamic between the Bitcoin and TradFi worlds, and much more. Here's my conversation with Mike Alfred. 0:00 - Intro 0:14 - Mike’s take on the 4 year cycle 2:13 - How Mike sees AI, Bitcoin, and Energy working together 5:53 - Who will win in the mining business? 9:21 - The importance of meeting company leadership in person 11:52 - Mike’s social media etiquette 15:06 - What is Mike thinking going into the holidays? 17:30 - Is sentiment more negative than usual? 21:05 - Digital Credit 26:12 - The dynamic between the Bitcoin and TradFi worlds

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I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end

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Bitcoin in the tightest volatility band it’s been in for five years. Three things are going on: 1. Miners have transferred significant compute power to AI, which disrupted the hash rate and muted volatility. 2. Capital has also fled crypto into AI broadly. 3. Four-year cycle believers see that we’re at the tail end of what would typically be the bear market phase; we’re 18 to 19 months from the next halving. All three factors have suppressed the price. But we are still bulls on Bitcoin. As the halving cycle comes back around and supply gets cut again, it tightens price. I think you’ll see it move back above $100,000. This is from my appearance on Squawk Box with Andrew Ross Sorkin this morning live from the SALT Wyoming Blockchain Symposium.

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SALT

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The Wolf Of All Streets

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385,059 Aufrufe • vor 6 Monaten

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The Rollup

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Anthony Pompliano 🌪

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This week Jordi Visser breaks down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like $FIGR are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life...from raising kids to running a household. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:50- Why stocks keep climbing despite AI fears 2:41 - Jordy's AI portfolio & calling market bottoms 7:05 - Inflation report & the Bayesian mindset 11:27 - Figure Technologies & the tokenization boom 19:47 - Why JPMorgan and legacy banks are at risk 24:18 - Bitcoin is the "S&P 500 of ten years from now" 26:14 - Anthropic, OpenAI & the AI IPO wave 31:25 - AI goes mainstream: his wife & raising kids in the AI era 42:43 - ICE deportations & the inflation debate 47:47 - Politics, protests & the AI data center fight 55:50 - Jordi’s weekly videos & how you can help him

This week Jordi Visser breaks down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like $FIGR are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life...from raising kids to running a household. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:50- Why stocks keep climbing despite AI fears 2:41 - Jordy's AI portfolio & calling market bottoms 7:05 - Inflation report & the Bayesian mindset 11:27 - Figure Technologies & the tokenization boom 19:47 - Why JPMorgan and legacy banks are at risk 24:18 - Bitcoin is the "S&P 500 of ten years from now" 26:14 - Anthropic, OpenAI & the AI IPO wave 31:25 - AI goes mainstream: his wife & raising kids in the AI era 42:43 - ICE deportations & the inflation debate 47:47 - Politics, protests & the AI data center fight 55:50 - Jordi’s weekly videos & how you can help him

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Natalie Brunell ⚡️

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The Wolf Of All Streets

198,682 Aufrufe • vor 29 Tagen

I discuss this week with Jordi Visser: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bitcoin & debasement trade - which areas of market he likes rest of year YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:13 - Is the AI trade over? 4:11 - Micron, memory shortage, & the AI supply chain 9:54 - Intel, TSMC & the AI arms race 13:11 - Claude vs. ChatGPT vs. Gemini 24:26 - Agentic loops & job displacement 29:50 - What is the impact of regulation? 34:55 - Stripe, solopreneurs & AI commerce 38:12 - Bitcoin, gold & the debasement selloff 43:11 - Tokenization & bitcoin's third wave 45:04 - Jordi’s upcoming video

I discuss this week with Jordi Visser: - why AI trade is not over - memory shortage - which AI models are winning - agentic loops replacing jobs - bitcoin & debasement trade - which areas of market he likes rest of year YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:13 - Is the AI trade over? 4:11 - Micron, memory shortage, & the AI supply chain 9:54 - Intel, TSMC & the AI arms race 13:11 - Claude vs. ChatGPT vs. Gemini 24:26 - Agentic loops & job displacement 29:50 - What is the impact of regulation? 34:55 - Stripe, solopreneurs & AI commerce 38:12 - Bitcoin, gold & the debasement selloff 43:11 - Tokenization & bitcoin's third wave 45:04 - Jordi’s upcoming video

Anthony Pompliano 🌪

79,275 Aufrufe • vor 3 Monaten

The AI Surveillance State Is Already Here (with Erik Cason and Jesse Posner) Cypherpunk Bitcoin builders Jesse Posner and Erik Cason return to Hell Money to introduce Vora Aegis: a local-first, privacy-preserving personal AI device built on Bitcoin’s principles of self-custody and cryptography. We discuss: - Sovereign AI - The state of frontier AI: Anthropic vs. OpenAI - Digital ID and AI surveillance - Prompt-injection defense - The fight to keep access to AI outside of centralized control TIMESTAMPS 0:00 Intro 4:56 Sovereign AI vs. frontier AI 7:43 AI psychosis 9:52 Is AI already the new power structure? 14:19 EU Chat Control and the US KIDS Act 16:05 The Banality of Evil: Facebook and mandatory digital ID 23:22 Anonymity, Operation Choke Point 2.0 30:08 AI telepathic hive mind 34:39 Bitcoin self-custody & sovereign AI 43:55 Introducing the Vora Aegis 48:32 How AI could save decentralization 49:47 How Vora Aegis works 1:13:04 Technical challenges building sovereign AI 1:17:00 Eschatology, sovereignty, and the future of AI 1:27:21 The new Gutenberg printing press 1:33:19 Non-state actors more powerful than governments 1:38:04 Vora Aegis pre-orders and launch timeline

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Hell Money

63,311 Aufrufe • vor 2 Monaten

ICP United | DFINITY On CVE List, Events, & AI Agents Dive into the world of AI on $ICP with the latest ICP United show! Segments: 0:18 - Welcome Back! 0:47 - DFINITY Makes CVE List 1:16 - New Motoko Plushies 1:46 - Chain Chapter Events 2:05 - Organizing The FAM 2:47 - Texas Blockchain Workshop 3:01 - Pursue Typescript Course 3:22 - Cheers To The Builders 3:44 - Building Connections 4:20 - Interview With Lucid 4:38 - The Early Days 5:00 - Why Build on ICP? 5:42 - Early AI Agents 7:25 - Outpost Metaverse 8:13 - Building With AI 9:30 - What Is Chain Fusion? 11:32 - Bitcoin Las Vegas 12:20 - Discount Code: THESWOP 12:30 - Google A2A Protocol 12:45 - IC Panda Watch 13:27 - Google Firebase Launch 13:44 - Dom Talks Caffeine AI 14:31 - Javier On The Edge 14:53 - Piggycell Seed Funding

ICP United | DFINITY On CVE List, Events, & AI Agents Dive into the world of AI on $ICP with the latest ICP United show! Segments: 0:18 - Welcome Back! 0:47 - DFINITY Makes CVE List 1:16 - New Motoko Plushies 1:46 - Chain Chapter Events 2:05 - Organizing The FAM 2:47 - Texas Blockchain Workshop 3:01 - Pursue Typescript Course 3:22 - Cheers To The Builders 3:44 - Building Connections 4:20 - Interview With Lucid 4:38 - The Early Days 5:00 - Why Build on ICP? 5:42 - Early AI Agents 7:25 - Outpost Metaverse 8:13 - Building With AI 9:30 - What Is Chain Fusion? 11:32 - Bitcoin Las Vegas 12:20 - Discount Code: THESWOP 12:30 - Google A2A Protocol 12:45 - IC Panda Watch 13:27 - Google Firebase Launch 13:44 - Dom Talks Caffeine AI 14:31 - Javier On The Edge 14:53 - Piggycell Seed Funding

ICP WIRE

34,612 Aufrufe • vor 1 Jahr