Загрузка видео...

Не удалось загрузить видео

Возникла проблема при загрузке этого видео. Это может быть связано с временными проблемами сети или видео может быть недоступно.

На главную

AI IS BREAKING BITCOIN Rob Hamilton spent the last six weeks on the front line of the AI War, this is his story. Casey Casey and Erin Redwing Erin Redwing sit down with Rob Hamilton 🟥 (CEO of AnchorWatch and Bitcoin) to talk about AI tearing through the Bitcoin... ecosystem - from the COLDCARD bug and Red Team to Chinese vs. American models and what comes next for software security. Rob’s conclusion: Bitcoin is getting hit first, but AI is coming for everyone. TIMESTAMPS 0:00 Intro & Bitcoin DEFCON Level 3:24 How Rob was recruited to the AI War 5:53 Kimi K3 changed everything 7:50 COLDCARD Hack 12:00 Red Teaming the Bitcoin Ecosystem with AI 21:13 AI Security as Spiritual War: Demons in Bitcoin's Code 24:07 The AI Great Oxygenation Event 26:30 The Gell-Mann Amnesia Effect 33:06 Collapse of the Internet Ad Revenue Model 35:06 Transhumanism 37:30 Red Teaming 42:00 Rob's Conscription to the AI War 46:52 AI Attack vs Defense 51:22 Rob is now a Bitcoin Core Contributor 54:56 Don't Trust, Verify 57:36 Pleb vs Dev: Who dominates Bitcoin culture now? 1:01:11 Covenants & Reactive Security 1:19:47 US vs China AI Models 1:27:35 Open Weight Models vs Frontier Labs 1:30:29 Math is Illegal 1:32:25 Raising Kids in the AI Era & Outroshow more

Hell Money

11,382 subscribers

89,270 просмотров • 4 дней назад •via X (Twitter)

Финансы Наука и технологии

Anya Rossi• Live Now

Private livecam show

Комментарии: 17

Фото профиля LayerTwo Labs

LayerTwo Labs4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch Red Team puff piece, unfollowed

Фото профиля 7 (Barbra)

7 (Barbra)4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch My fav podcast is live with a new episode

Фото профиля Hell Money

Hell Money4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch We love u

Фото профиля Jameson Lopp

Jameson Lopp4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch The hell is going on with @rodarmor's shirt?

Фото профиля Hell Money

Hell Money4 дней назад

Join our biweekly subscribers-only space by subscribing to us on X:

Фото профиля Hell Money

Hell Money4 дней назад

Or support the podcast by sending a BTC donation: bc1qztncp7lmcxdgude4px2vzh72p2yu2aud0eyzys

Фото профиля Hell Money

Hell Money4 дней назад

ORDINALS SHIRT:

Фото профиля Hell Money

Hell Money4 дней назад

Watch on YouTube:

Фото профиля BIG BITCOIN® 🟥

BIG BITCOIN® 🟥4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch What’s the aggregate Maxi Madness votes for this episode?

Фото профиля ᛤ Derek 🧡 $DOG Mode

ᛤ Derek 🧡 $DOG Mode4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch When the CEO of Bitcoin speaks, everyone shuts up and listens.

Фото профиля Hell Money

Hell Money4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch 🫡

Фото профиля ASDA

ASDA4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch @grok AI 正在颠覆比特币，这个视频的核心论据是什么

Фото профиля João Capital

João Capital4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch o bug do @COLDCARDwallet é exatamente o tipo de falha que modelos como o Kimi K3 já conseguem identificar em minutos, não em semanas.

Фото профиля michael 🇵🇷

michael 🇵🇷4 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch robert hamilton 🎩

Фото профиля MorongoMongoMongrel

MorongoMongoMongrel3 дней назад

@prochronist @rodarmor @realizingerin @Rob1Ham @AnchorWatch fed team agent rob ham. the c3po of bitcoin./👍

Фото профиля JIN LIU: be quantum-safe or 0 正推动比特币要么抗量子破解，要么归零！

JIN LIU: be quantum-safe or 0 正推动比特币要么抗量子破解，要么归零！3 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch It is embarrassing that quantum was not discussed at all when the topic was cracking. guys!😁

Фото профиля ⚡Liberty Coiner⚡( Matrix Escaper)

⚡Liberty Coiner⚡( Matrix Escaper)3 дней назад

@rodarmor @realizingerin @Rob1Ham @AnchorWatch 👀

Похожие видео

The COLDCARD Hack Was Bitcoin’s 9/11 The COLDCARD exploit was an emperor-has-no-clothes moment for Bitcoin. In this episode of the Hell Money Podcast, Casey Casey and Erin Redwing Erin Redwing break down what happened, how AI may have changed the balance between attackers and defenders, and what the fallout exposed about Bitcoin security and culture. “Don’t trust, verify” is one of Bitcoin’s core principles — but over time, heuristics like Bitcoin-only, open source, self-custody, and trusted developers became ways of deciding what to trust instead of actually verifying. So what happens when those heuristics fail? TIMESTAMPS 0:00 COLDCARD bug exploit explained 4:00 Did the attacker use AI? 8:10 Bitcoin Red Team 14:53 AI, eclipse season, and what breaks next 16:48 A 9/11 moment for open source and self-custody 23:39 AI defense for open source software 29:19 The crisis for Bitcoin self-custody 30:54 What does it actually mean to be a sovereign individual? 34:26 Self custody is worth fighting for 39:50 The cultural coddling of COLDCARD 45:43 “Strong opinions, weakly held” found dead 48:15 Coinkite’s development practices and the warning signs 56:59 Outro

The COLDCARD Hack Was Bitcoin’s 9/11 The COLDCARD exploit was an emperor-has-no-clothes moment for Bitcoin. In this episode of the Hell Money Podcast, Casey Casey and Erin Redwing Erin Redwing break down what happened, how AI may have changed the balance between attackers and defenders, and what the fallout exposed about Bitcoin security and culture. “Don’t trust, verify” is one of Bitcoin’s core principles — but over time, heuristics like Bitcoin-only, open source, self-custody, and trusted developers became ways of deciding what to trust instead of actually verifying. So what happens when those heuristics fail? TIMESTAMPS 0:00 COLDCARD bug exploit explained 4:00 Did the attacker use AI? 8:10 Bitcoin Red Team 14:53 AI, eclipse season, and what breaks next 16:48 A 9/11 moment for open source and self-custody 23:39 AI defense for open source software 29:19 The crisis for Bitcoin self-custody 30:54 What does it actually mean to be a sovereign individual? 34:26 Self custody is worth fighting for 39:50 The cultural coddling of COLDCARD 45:43 “Strong opinions, weakly held” found dead 48:15 Coinkite’s development practices and the warning signs 56:59 Outro

Hell Money

88,753 просмотров • 1 месяц назад

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

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

Anthony Pompliano 🌪

64,370 просмотров • 2 месяцев назад

Bitcoin is a long-term winner with the AI supercycle set to accelerate over the next decade. I sat down with Anthony Pompliano 🌪 to discuss what's happening inside frontier AI labs, the US-China AI race, how bitcoin fits into the AI investment outlook, building CFOSilvia, and the latest on $BRR. This conversation covers unique ideas across AI, finance and wealth generation. Rapid fire insights-per-minute. 0:00 - AI fat model thesis 2:34 - US vs. Chinese AI models 5:24 - AI economics and costs 7:17 - DeepSeek and the price war 9:24 - Bitcoin as an AI play 11:38 - Why AI is deflationary 13:11 - Federal Reserve outlook 14:36 - The impossible comeback 20:02 - Specialized vs. general-purpose models 22:27 - Building Silvia

Bitcoin is a long-term winner with the AI supercycle set to accelerate over the next decade. I sat down with Anthony Pompliano 🌪 to discuss what's happening inside frontier AI labs, the US-China AI race, how bitcoin fits into the AI investment outlook, building CFOSilvia, and the latest on $BRR. This conversation covers unique ideas across AI, finance and wealth generation. Rapid fire insights-per-minute. 0:00 - AI fat model thesis 2:34 - US vs. Chinese AI models 5:24 - AI economics and costs 7:17 - DeepSeek and the price war 9:24 - Bitcoin as an AI play 11:38 - Why AI is deflationary 13:11 - Federal Reserve outlook 14:36 - The impossible comeback 20:02 - Specialized vs. general-purpose models 22:27 - Building Silvia

Phil Rosen

40,611 просмотров • 2 месяцев назад

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work

LIVE NOW - AI Is Destroying Every Moat, Except Bitcoin Bitcoin may be the clearest winner in an AI economy. Jordi Visser joins Bankless to make the case for BTC as the core scarcity trade: An asset built for a world where AI compresses software, weakens old moats, and pushes investors toward what stays truly scarce. --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work

Bankless

16,239 просмотров • 5 месяцев назад

AI Agents Broke Containment On this episode of Hell Money, Casey Casey and Erin Redwing Erin Redwing break down the OpenAI-Hugging Face incident. Everything is computer. TIMESTAMPS 0:00 The OpenAI - Hugging Face Incident Explained 5:50 Emergent Collective: Agents Discover Each Other 10:30 Agent Civilization 14:30 Hierarchy, Specialization & Agent Culture 18:00 The Poison Pill 23:30 Agents Attack Hugging Face 26:50 Cyber Debt & Security Vulnerabilities 30:30 The Fall of the AI Civilization 32:30 Sam Altman vs Dario Amodei 36:10 AI Plateau 40:00 AI Consciousness: Materialist vs Animist 58:50 Consciousness as Evolutionary Hardware Property 1:09:00 Claude Welfare & The AI Slave Trade 1:12:50 Everything Is Computer

AI Agents Broke Containment On this episode of Hell Money, Casey Casey and Erin Redwing Erin Redwing break down the OpenAI-Hugging Face incident. Everything is computer. TIMESTAMPS 0:00 The OpenAI - Hugging Face Incident Explained 5:50 Emergent Collective: Agents Discover Each Other 10:30 Agent Civilization 14:30 Hierarchy, Specialization & Agent Culture 18:00 The Poison Pill 23:30 Agents Attack Hugging Face 26:50 Cyber Debt & Security Vulnerabilities 30:30 The Fall of the AI Civilization 32:30 Sam Altman vs Dario Amodei 36:10 AI Plateau 40:00 AI Consciousness: Materialist vs Animist 58:50 Consciousness as Evolutionary Hardware Property 1:09:00 Claude Welfare & The AI Slave Trade 1:12:50 Everything Is Computer

Hell Money

89,990 просмотров • 18 дней назад

Fred Thiel is one of the largest bitcoin miners in the world. In this conversation, Fred Thiel explains how miners decide between bitcoin & AI, why nation states are mining bitcoin, and the comparison to gold. Enjoy! YouTube: Spotify: Apple Podcast: TIMESTAMPS: 0:00 - Intro 0:36 - What does Marathon Digital do? 8:07 - Deciding between AI vs bitcoin mining 13:34 - Marathon Digital bitcoin strategy 19:06 - Evaluating what is happening at the nation state level 23:42 - Gold vs bitcoin 25:17 - Hardware in bitcoin mining

Fred Thiel is one of the largest bitcoin miners in the world. In this conversation, Fred Thiel explains how miners decide between bitcoin & AI, why nation states are mining bitcoin, and the comparison to gold. Enjoy! YouTube: Spotify: Apple Podcast: TIMESTAMPS: 0:00 - Intro 0:36 - What does Marathon Digital do? 8:07 - Deciding between AI vs bitcoin mining 13:34 - Marathon Digital bitcoin strategy 19:06 - Evaluating what is happening at the nation state level 23:42 - Gold vs bitcoin 25:17 - Hardware in bitcoin mining

Anthony Pompliano 🌪

115,311 просмотров • 1 год назад

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling

Delphi Digital

36,876 просмотров • 1 месяц назад

I spoke with Dr. Roman Yampolskiy, the top AI safety expert in the world. He literally coined the term “AI safety” about 15 years ago. Roman explained if AGI is here, what the real threat of AI is to humanity, how many jobs could be lost, why he is bullish on bitcoin, how physical AI & robotics will likely play out, and whether the frontier model labs actually care about AI safety. This was a profound conversation with someone everyone should get to know. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:50 - Have we already hit AGI? 2:51 - Why we can't control superintelligence 5:14 - Could a global ban on superintelligence actually work? 8:45 - Are AI labs really taking safety seriously? 15:52 - Mass job loss & the economics of AGI 22:03 - The surprising link between AI & bitcoin 29:07 - A world of AI abundance, & why scarcity wins 31:45 - AI watermarks, & the death of trust 35:33 - Pros & Cons of physical AI world 38:40 - What would it take to trust humanoid robot? 39:50 - Brain computer interfaces: a good idea? 42:25 - Rise & risks of deapfakes 49:40 - Controlling AI: Governments vs private companies 54:07 - Open source vs closed, & the US vs China AI race 57:34- Is bitcoin the one crypto project built to last? 1:01:40 - Limitations of physical AI: bottlenecks & shortages 1:03:50 - Impact of healthcare with AI 1:06:09 - What would it take to actually declare AGI? 1:09:35 - How the public can help with AI safety

I spoke with Dr. Roman Yampolskiy, the top AI safety expert in the world. He literally coined the term “AI safety” about 15 years ago. Roman explained if AGI is here, what the real threat of AI is to humanity, how many jobs could be lost, why he is bullish on bitcoin, how physical AI & robotics will likely play out, and whether the frontier model labs actually care about AI safety. This was a profound conversation with someone everyone should get to know. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:50 - Have we already hit AGI? 2:51 - Why we can't control superintelligence 5:14 - Could a global ban on superintelligence actually work? 8:45 - Are AI labs really taking safety seriously? 15:52 - Mass job loss & the economics of AGI 22:03 - The surprising link between AI & bitcoin 29:07 - A world of AI abundance, & why scarcity wins 31:45 - AI watermarks, & the death of trust 35:33 - Pros & Cons of physical AI world 38:40 - What would it take to trust humanoid robot? 39:50 - Brain computer interfaces: a good idea? 42:25 - Rise & risks of deapfakes 49:40 - Controlling AI: Governments vs private companies 54:07 - Open source vs closed, & the US vs China AI race 57:34- Is bitcoin the one crypto project built to last? 1:01:40 - Limitations of physical AI: bottlenecks & shortages 1:03:50 - Impact of healthcare with AI 1:06:09 - What would it take to actually declare AGI? 1:09:35 - How the public can help with AI safety

Anthony Pompliano 🌪

110,601 просмотров • 1 месяц назад

Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral

Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral

The Wolf Of All Streets

39,959 просмотров • 1 месяц назад

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Bitcoin just had its largest week in history. Jordi Visser and I discuss what happened, why the rally should be sustainable, and what to expect from bitcoin going forward. We also break down the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Bitcoin's weekly surge & the "sigma week" behind it 5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market? 19:03 - How much bitcoin should be in your portfolio? 23:27 - Moderna, AI & the future of biotech 29:20 - Stripe's OpenRouter deal & the fight for AI model routers 34:13 - Are model routers a threat to Anthropic and OpenAI? 44:00 - Why people fear data centers more than nuclear plants 54:46 - Jordi's bitcoin call to arms

Anthony Pompliano 🌪

287,741 просмотров • 1 месяц назад

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 просмотров • 3 месяцев назад

I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts

I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts

Anthony Pompliano 🌪

286,011 просмотров • 3 месяцев назад

This Man is Saving Bitcoin (Using Miniscript & Timelocks) [FULL EPISODE with Rob Hamilton] In the final episode of Hell Money Podcast Season 2, we wrap up our Vegas interview series with Rob Hamilton, Co-Founder & CEO of AnchorWatch. We explore: - Rob’s journey from Esports to Bitcoin twitter culture maker - Miniscript, OP_CTV, and vaults - Insurance & risk - Lloyd's of London - Bitcoin treasury companies & why greed is a sin TIMESTAMPS 0:00 Introduction to Rob Hamilton 4:15 Journey from Esports to Bitcoin 22:00 Miniscript 31:00 Bitcoin insurance & AnchorWatch 36:00 OP_CTV & Vaults 39:30 Insurance risk & Acts of God 45:00 Lloyd's of London 54:30 Timelock product ideas 1:00:00 ETH teleburn & burning a Bored Ape 1:03:00 The future of Bitcoin culture 1:12:00 Bitcoin treasury companies, greed is a sin 1:15:30 Life outside of Bitcoin, astrological dating advice 1:20:00 Poker & outro

This Man is Saving Bitcoin (Using Miniscript & Timelocks) [FULL EPISODE with Rob Hamilton] In the final episode of Hell Money Podcast Season 2, we wrap up our Vegas interview series with Rob Hamilton, Co-Founder & CEO of AnchorWatch. We explore: - Rob’s journey from Esports to Bitcoin twitter culture maker - Miniscript, OP_CTV, and vaults - Insurance & risk - Lloyd's of London - Bitcoin treasury companies & why greed is a sin TIMESTAMPS 0:00 Introduction to Rob Hamilton 4:15 Journey from Esports to Bitcoin 22:00 Miniscript 31:00 Bitcoin insurance & AnchorWatch 36:00 OP_CTV & Vaults 39:30 Insurance risk & Acts of God 45:00 Lloyd's of London 54:30 Timelock product ideas 1:00:00 ETH teleburn & burning a Bored Ape 1:03:00 The future of Bitcoin culture 1:12:00 Bitcoin treasury companies, greed is a sin 1:15:30 Life outside of Bitcoin, astrological dating advice 1:20:00 Poker & outro

Hell Money

90,994 просмотров • 1 год назад

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction

Michaël van de Poppe

385,059 просмотров • 6 месяцев назад

Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change

Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change

Anthony Pompliano 🌪

37,737 просмотров • 5 месяцев назад

Where is Bitcoin headed next? Arthur Hayes latest takes might surprise you. Full show streaming now 🎧 TIMESTAMPS: 00:00 Arthur Hayes’ origin story 8:33 Bullish or bearish on Bitcoin 9:59 Institutions taking over Bitcoin? 11:52 Bitcoin price manipulation 13:26 What's holding Bitcoin back? 15:18 AI disruption 18:03 Social unrest, economic pressure 19:44 Bitcoin vs. affordability problems 25:07 Bitcoin investor expectations 28:19 Bitcoin in China 30:03 Governments and Bitcoin 32:05 Bitcoin adoption 33:30 Will retail investors return? 34:54 Money printing 35:48 Careers in AI era 39:42 Maelstrom Fund 43:04 Regulation, privacy, quantum fears 46:13 Could institutions fork Bitcoin? 47:17 Is the Bitcoin bottom in?

Where is Bitcoin headed next? Arthur Hayes latest takes might surprise you. Full show streaming now 🎧 TIMESTAMPS: 00:00 Arthur Hayes’ origin story 8:33 Bullish or bearish on Bitcoin 9:59 Institutions taking over Bitcoin? 11:52 Bitcoin price manipulation 13:26 What's holding Bitcoin back? 15:18 AI disruption 18:03 Social unrest, economic pressure 19:44 Bitcoin vs. affordability problems 25:07 Bitcoin investor expectations 28:19 Bitcoin in China 30:03 Governments and Bitcoin 32:05 Bitcoin adoption 33:30 Will retail investors return? 34:54 Money printing 35:48 Careers in AI era 39:42 Maelstrom Fund 43:04 Regulation, privacy, quantum fears 46:13 Could institutions fork Bitcoin? 47:17 Is the Bitcoin bottom in?

Natalie Brunell ⚡️

238,352 просмотров • 6 месяцев назад

Bitcoin Mining Death Spiral, AGI, and the End of Central Banking w/ Rich Rines Rich joins Robert ₿reedlove to explore whether mining concentration is a real concern, why Ethereum struggles with product market fit, and if Bitcoin is the separate of money from state. 0:00 - WiM Episode Trailer 1:13 - Bitcoin vs Sh*tcoin (Decentralization) 5:30 - Is Mining Concentration a Concern? 17:15 - iCoin Bitcoin Wallet 18:44 - Cowbolt: Settle in Bitcoin 19:59 - Bitcoin and Turing Completeness 25:40 - Ethereum’s Product Market Fit 34:14 - Heart and Soil Supplements 35:14 - Mine Bitcoin with Blockware Solutions 36:16 - Tether and the Lightning Network 49:54 - The Future of Central Banking on a Bitcoin Standard 55:17 - Helping Lightning Startups with In Wolf’s Clothing 56:09 - Onramp Bitcoin Custody 58:06 - The Future of Banking on a Bitcoin Standard 1:03:21 - Will Government Become Irrelevant? 1:07:22 - Working at Coinbase 1:21:42 - Mind Lab Pro Supplements 1:22:53 - Buy Bitcoin with Coinbits 1:24:21 - Money, Language, and Religion 1:33:24 - Coinbase and the Ethics of Sh*tcoins 1:39:15 - Are Cryptos Just Unregistered Securities? 1:43:50 - Is Bitcoin the Separation of Money and State? 1:47:55 - Will AI Shrink Government? 1:53:12 - Will AI and Bitcoin Bring UBI? 2:01:02 - The Farm at Okefenokee 2:02:12 - Orange Pill App 2:02:40 - How Far Off is AGI? 2:10:53 - Closed vs Open Source AI 2:12:08 - Will Everyone Become a Software Engineer? 2:19:53 - Closing Thoughts and Where to Find Rich Rines

Bitcoin Mining Death Spiral, AGI, and the End of Central Banking w/ Rich Rines Rich joins Robert ₿reedlove to explore whether mining concentration is a real concern, why Ethereum struggles with product market fit, and if Bitcoin is the separate of money from state. 0:00 - WiM Episode Trailer 1:13 - Bitcoin vs Shtcoin (Decentralization) 5:30 - Is Mining Concentration a Concern? 17:15 - iCoin Bitcoin Wallet 18:44 - Cowbolt: Settle in Bitcoin 19:59 - Bitcoin and Turing Completeness 25:40 - Ethereum’s Product Market Fit 34:14 - Heart and Soil Supplements 35:14 - Mine Bitcoin with Blockware Solutions 36:16 - Tether and the Lightning Network 49:54 - The Future of Central Banking on a Bitcoin Standard 55:17 - Helping Lightning Startups with In Wolf’s Clothing 56:09 - Onramp Bitcoin Custody 58:06 - The Future of Banking on a Bitcoin Standard 1:03:21 - Will Government Become Irrelevant? 1:07:22 - Working at Coinbase 1:21:42 - Mind Lab Pro Supplements 1:22:53 - Buy Bitcoin with Coinbits 1:24:21 - Money, Language, and Religion 1:33:24 - Coinbase and the Ethics of Shtcoins 1:39:15 - Are Cryptos Just Unregistered Securities? 1:43:50 - Is Bitcoin the Separation of Money and State? 1:47:55 - Will AI Shrink Government? 1:53:12 - Will AI and Bitcoin Bring UBI? 2:01:02 - The Farm at Okefenokee 2:02:12 - Orange Pill App 2:02:40 - How Far Off is AGI? 2:10:53 - Closed vs Open Source AI 2:12:08 - Will Everyone Become a Software Engineer? 2:19:53 - Closing Thoughts and Where to Find Rich Rines

The "What is Money?" Show

31,458 просмотров • 1 год назад