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Eric Jackson is finding more stocks to 100x while shorting 5 names in software. We sat down for his latest bull thesis for $OPEN $IREN $BETR and other high-conviction names while unpacking the biggest losers of the SaaSpocalypse, using AI for trade ideas, and turning bearish on private credit....

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Phil Rosen

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77,001 次观看 • 5 个月前 •via X (Twitter)

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Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR
46:35

Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

Phil Rosen

284,018 次观看 • 9 个月前

An inspiring conversation with investor and entrepreneur Eric Jackson. He shares insights into finding 100x investing opportunities, disrupting the real estate market to make homes more affordable, the importance of “buying quality” and why he’s “bullish as Michael Saylor” on Bitcoin. Alright $OPEN army, you have quite the challenge if you want Eric to beat Mike Alfred’s # of views… can you do it? TIMESTAMPS: 00:00 Who is Eric Jackson? 3:51 Lessons from his grandfather 5:49 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:24 Becoming a successful investor 8:54 Carvana: $3.50 → $400 stock 13:10 $IREN, $CIFR, AI miner analysis 16:35 What Opendoor actually does #OpenArmy 22:34 Real estate disruption 27:03 Eric’s Bitcoin thesis, digital asset treasury 34:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 35:56 Retail investors aren’t “dumb money” 44:44 Building your rising dynasty 46:56 How Eric would invest $1 million 48:11 Eric’s current 100x targets 51:27 Using AI for investing 54:01 Making videos outside Drake's house
1:03:23

An inspiring conversation with investor and entrepreneur Eric Jackson. He shares insights into finding 100x investing opportunities, disrupting the real estate market to make homes more affordable, the importance of “buying quality” and why he’s “bullish as Michael Saylor” on Bitcoin. Alright $OPEN army, you have quite the challenge if you want Eric to beat Mike Alfred’s # of views… can you do it? TIMESTAMPS: 00:00 Who is Eric Jackson? 3:51 Lessons from his grandfather 5:49 Gemini Bitcoin Credit Card | Bitwise | Ledn Bitcoin-backed Loans 7:24 Becoming a successful investor 8:54 Carvana: $3.50 → $400 stock 13:10 $IREN, $CIFR, AI miner analysis 16:35 What Opendoor actually does #OpenArmy 22:34 Real estate disruption 27:03 Eric’s Bitcoin thesis, digital asset treasury 34:11 Speed Wallet | Bitkey | The Bitcoin Way | Genius Academy 35:56 Retail investors aren’t “dumb money” 44:44 Building your rising dynasty 46:56 How Eric would invest $1 million 48:11 Eric’s current 100x targets 51:27 Using AI for investing 54:01 Making videos outside Drake's house

Natalie Brunell ⚡️

444,325 次观看 • 9 个月前

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel
33:52

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Phil Rosen

82,052 次观看 • 6 个月前

"Big Short" investor Danny Moses (Danny Moses) sees parallels between 2008 and 2026. We sat down to unpack his highest-conviction trades for the new year, what he expects gold and silver to do next, why he's paying attention to uranium and how a weaker dollar impacts the investment landscape. Danny delivers an absurd amount of insights per minute in this conversation. This is a must-watch for any investor. 0:00 - Intro 0:28 - Gold & silver 4:48 - AI and metals 6:46 - AI circular financing 8:34 - Energy trade 11:10 - Public & Generated Assets 12:20 - Uranium 14:08 - Oil & energy sector 16:11 - Hidden opportunities 18:38 - Market rotation 20:19 - Government debt 23:19 - Weaker US dollar 25:10 - 2008 parallels 27:54 - Bullish environment 29:54 - Lessons of 2008 33:04 - The next Big Short? 35:22 - Easing regulations 37:28 - Danny’s work and media
41:16

"Big Short" investor Danny Moses (Danny Moses) sees parallels between 2008 and 2026. We sat down to unpack his highest-conviction trades for the new year, what he expects gold and silver to do next, why he's paying attention to uranium and how a weaker dollar impacts the investment landscape. Danny delivers an absurd amount of insights per minute in this conversation. This is a must-watch for any investor. 0:00 - Intro 0:28 - Gold & silver 4:48 - AI and metals 6:46 - AI circular financing 8:34 - Energy trade 11:10 - Public & Generated Assets 12:20 - Uranium 14:08 - Oil & energy sector 16:11 - Hidden opportunities 18:38 - Market rotation 20:19 - Government debt 23:19 - Weaker US dollar 25:10 - 2008 parallels 27:54 - Bullish environment 29:54 - Lessons of 2008 33:04 - The next Big Short? 35:22 - Easing regulations 37:28 - Danny’s work and media

Phil Rosen

14,094 次观看 • 7 个月前

NEW POD | EP 74 🎙️ Trade War & The Markets Timestamps: 0:46 Eric Trump 1:59 Movement Labs 4:37 Regulation in Crypto 8:34 Benefits of Going Public 9:25 OpenAI Tried to Buy Windsurf 12:48 OpenAI as a Super App 14:24 Investment in AI Companies 15:57 AI vs Crypto Startups 17:18 Impact of Crypto's Speculative Nature 19:03 Trade War 25:01 Trade War Strategy Discussion 28:18 Impact of Trade War on Global Relations 30:30 Impact of Trade War on Startups 31:57 Impact of Military Conflict on AI Progress 32:34 China's Dominance in Robotics 36:01 China's Advancements in Solar Energy 38:18 Zora Launch & "Base is for everyone" Token 41:07 What's New in AI? 48:35 OpenAI o3 49:54 Competitive Nature of AI Models 53:50 AI Memory Feature 56:37 Market Discussion 59:34 Market Predictions 1:02:02 Exciting Startups in AI and Crypto 1:03:19 Poof 1:03:38 slop.club 1:05:10 o1.exchange Link ↓
1:06:47

NEW POD | EP 74 🎙️ Trade War & The Markets Timestamps: 0:46 Eric Trump 1:59 Movement Labs 4:37 Regulation in Crypto 8:34 Benefits of Going Public 9:25 OpenAI Tried to Buy Windsurf 12:48 OpenAI as a Super App 14:24 Investment in AI Companies 15:57 AI vs Crypto Startups 17:18 Impact of Crypto's Speculative Nature 19:03 Trade War 25:01 Trade War Strategy Discussion 28:18 Impact of Trade War on Global Relations 30:30 Impact of Trade War on Startups 31:57 Impact of Military Conflict on AI Progress 32:34 China's Dominance in Robotics 36:01 China's Advancements in Solar Energy 38:18 Zora Launch & "Base is for everyone" Token 41:07 What's New in AI? 48:35 OpenAI o3 49:54 Competitive Nature of AI Models 53:50 AI Memory Feature 56:37 Market Discussion 59:34 Market Predictions 1:02:02 Exciting Startups in AI and Crypto 1:03:19 Poof 1:03:38 slop.club 1:05:10 o1.exchange Link ↓

Good Game

38,567 次观看 • 1 年前

The Fed should not hike rates this year at all. That's according to Eric Wallerstein, who used to advise Fed officials and trade in the Fed's repo operations. We sat down to unpack the central bank's decision-making process, what higher interest rates mean for asset prices, and specific macro trades he likes right now. This is a must-listen and timely conversation. TIMESTAMPS: 0:00 - The Fed shouldn't hike 1:47 - Why markets expect hikes 5:59 - AI capex 8:14 - Warsh's credibility 10:02 - Reforming the Fed 14:02 - Bond selloff 18:24 - Tariffs as fiscal impulse 20:46 - Global debt divergence 23:21 - AI capex is bullish US 27:19 - Japanese banks 30:07 - Mexico 33:39 - Defense stocks 35:41 - Follow Eric
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The Fed should not hike rates this year at all. That's according to Eric Wallerstein, who used to advise Fed officials and trade in the Fed's repo operations. We sat down to unpack the central bank's decision-making process, what higher interest rates mean for asset prices, and specific macro trades he likes right now. This is a must-listen and timely conversation. TIMESTAMPS: 0:00 - The Fed shouldn't hike 1:47 - Why markets expect hikes 5:59 - AI capex 8:14 - Warsh's credibility 10:02 - Reforming the Fed 14:02 - Bond selloff 18:24 - Tariffs as fiscal impulse 20:46 - Global debt divergence 23:21 - AI capex is bullish US 27:19 - Japanese banks 30:07 - Mexico 33:39 - Defense stocks 35:41 - Follow Eric

Phil Rosen

16,732 次观看 • 3 天前

My seventh conversation with Gavin Baker. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley. We discuss: - Why old GPUs are getting more expensive - Open source vs the frontier - Claude as Wall Street's Walter Cronkite - Whether the buildout gets funded out of cash flow or debt - SpaceX as a data center company - And more Enjoy! TIMESTAMPS 0:00 Intro 1:17 AI Selloff vs. Fundamentals 10:20 Financing the AI Buildout 18:18 GPU Prices Keep Rising 24:23 Claude Moves Markets 29:01 What Could Break the Thesis 36:59 The Memory Supply War 42:08 Nvidia’s New Playbook 50:14 China and Open Source 61:51 Data Centers and Regulation 71:11 SpaceX and Orbital Compute
1:18:44

My seventh conversation with Gavin Baker. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley. We discuss: - Why old GPUs are getting more expensive - Open source vs the frontier - Claude as Wall Street's Walter Cronkite - Whether the buildout gets funded out of cash flow or debt - SpaceX as a data center company - And more Enjoy! TIMESTAMPS 0:00 Intro 1:17 AI Selloff vs. Fundamentals 10:20 Financing the AI Buildout 18:18 GPU Prices Keep Rising 24:23 Claude Moves Markets 29:01 What Could Break the Thesis 36:59 The Memory Supply War 42:08 Nvidia’s New Playbook 50:14 China and Open Source 61:51 Data Centers and Regulation 71:11 SpaceX and Orbital Compute

Patrick OShaughnessy

1,828,039 次观看 • 1 个月前

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts
1:46:01

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

MR SHIFT 🦁

103,729 次观看 • 2 个月前

I spoke with Jordi Visser to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video
59:50

I spoke with Jordi Visser to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video

Anthony Pompliano 🌪

92,812 次观看 • 1 个月前

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up
57:21

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

484,592 次观看 • 1 年前

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months
1:12:36

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,188 次观看 • 1 年前

This week, Colin M. McDonald joins us on The Arena. We discuss the Trump Administration’s fight against fraud, U.S. Department of Justice’s brand-new Fraud Division, and the most shocking fraud schemes DOJ has uncovered. 00:00 - Intro 00:36 - Colin McDonald Joins the Show 00:59 - Who Are You and What Do You Do? 02:22 - Why Public Service? 03:25 - Why Be a Prosecutor? 05:50 - What Does a Prosecutor Actually Do? 09:21 - No Prosecution Without Law Enforcement 11:08 - Relentless: Cases That Last Years 12:02 - Turning to Fraud Enforcement 13:06 - Why No One Tackled Fraud Before 13:41 - The Old Binary Choice: Violent Crime vs. Fraud 15:21 - Tallying the True Cost of Fraud 17:10 - Wasteful Spending vs. Outright Theft 19:17 - The Goal Is Deterrence 21:25 - Building Roots, Not a Potted Plant 23:18 - No Fraud Too Big, No Fraud Too Small 25:28 - Fraud Wounds the Soul, Not Just the Wallet 27:36 - Quarterbacking the Fight 28:26 - One Front Door to DOJ 29:38 - A 500-Person Division in Two Weeks 31:13 - A Career Home for Young Lawyers 33:26 - The Ripple Effects of Unchecked Crime 34:24 - Changing the Incentive Structure 35:23 - Which Statutes Do You Enforce? 36:05 - Healthcare Fraud: The Biggest Target 37:00 - The Student Athlete Who Died 38:03 - The Skin Graft Scheme 39:28 - Fraud Robs Dignity, Too 40:49 - Benefit Programs and the Public Trust Section 42:06 - Global Trade and Commerce Enforcement 43:43 - The Many Inspectors General Offices 45:05 - The Most Shocking Cases 45:56 - “Everybody’s Doing This” 46:48 - The Home Care Scam 48:25 - Billing Medicaid From Egypt and Prison 50:22 - Minnesota’s Looted Housing Program 51:27 - Clearing the Decks for the Truly Needy 52:44 - DOJ Is Here to Help 54:14 - Outro
54:59

This week, Colin M. McDonald joins us on The Arena. We discuss the Trump Administration’s fight against fraud, U.S. Department of Justice’s brand-new Fraud Division, and the most shocking fraud schemes DOJ has uncovered. 00:00 - Intro 00:36 - Colin McDonald Joins the Show 00:59 - Who Are You and What Do You Do? 02:22 - Why Public Service? 03:25 - Why Be a Prosecutor? 05:50 - What Does a Prosecutor Actually Do? 09:21 - No Prosecution Without Law Enforcement 11:08 - Relentless: Cases That Last Years 12:02 - Turning to Fraud Enforcement 13:06 - Why No One Tackled Fraud Before 13:41 - The Old Binary Choice: Violent Crime vs. Fraud 15:21 - Tallying the True Cost of Fraud 17:10 - Wasteful Spending vs. Outright Theft 19:17 - The Goal Is Deterrence 21:25 - Building Roots, Not a Potted Plant 23:18 - No Fraud Too Big, No Fraud Too Small 25:28 - Fraud Wounds the Soul, Not Just the Wallet 27:36 - Quarterbacking the Fight 28:26 - One Front Door to DOJ 29:38 - A 500-Person Division in Two Weeks 31:13 - A Career Home for Young Lawyers 33:26 - The Ripple Effects of Unchecked Crime 34:24 - Changing the Incentive Structure 35:23 - Which Statutes Do You Enforce? 36:05 - Healthcare Fraud: The Biggest Target 37:00 - The Student Athlete Who Died 38:03 - The Skin Graft Scheme 39:28 - Fraud Robs Dignity, Too 40:49 - Benefit Programs and the Public Trust Section 42:06 - Global Trade and Commerce Enforcement 43:43 - The Many Inspectors General Offices 45:05 - The Most Shocking Cases 45:56 - “Everybody’s Doing This” 46:48 - The Home Care Scam 48:25 - Billing Medicaid From Egypt and Prison 50:22 - Minnesota’s Looted Housing Program 51:27 - Clearing the Decks for the Truly Needy 52:44 - DOJ Is Here to Help 54:14 - Outro

The Arena America First Legal

446,720 次观看 • 27 天前

E97: Gavin Wood : Why Ethereum is Going Nowhere since 8 years (and my solution to it) Dr. Gavin Wood is the CoFounder of Ethereum, the Creator of the EVM and of the solidity language, and the Inventor and Founder of Polkadot & Parity Technologies Timestamps 0:00 Introduction 2:44 Culture in Japan VS UK 6:00 Humour 7:40 Who is Gavin? 9:17 Mission 10:28 Characteristics of Successful Founders 13:53 Developing Big Ideas 16:08 Creative Success Mechanism 20:03 Suffering 24:56 From Theory to Transactions 32:28 Building a Support Network 34:36 Legacy Banking Systems 36:01 Music Engineering 45:08 Childhood Dreams 46:27 Camino de Santiago 49:19 Crypto Fascination 54:44 Web3: The Post Snowden Web 1:00:39 Co-Founding Ethereum 1:03:12 Biggest Ethereum Achievement 1:04:04 Is Ethereum a Success? 1:07:38 Why Gavin Left Ethereum 1:09:48 Polkadot 1:14:53 Polkadots Achievements and Problems 1:24:05 Solution to Polkadot Main Problem 1:28:12 Polkadots Adoption & Communication Strategy 1:38:26 Polkadot Vision of Success 1:42:30 Memecoins 1:45:19 Crypto Integrity 1:49:45 Crypto's Limited Adoption 1:58:35 Identity vs. Individuality 2:07:15 Is AI a Bad Thing? 2:09:27 AI's Communication Revolution 2:25:06 Decentralization Role in AI 2:29:08 Eternal Happiness 2:32:17 Are You Happy? 2:33:52 Meaning of Life 2:38:58 What is Money? 2:45:55 Experience as a Father 2:48:54 Non-Consensus Beliefs
2:52:39

E97: Gavin Wood : Why Ethereum is Going Nowhere since 8 years (and my solution to it) Dr. Gavin Wood is the CoFounder of Ethereum, the Creator of the EVM and of the solidity language, and the Inventor and Founder of Polkadot & Parity Technologies Timestamps 0:00 Introduction 2:44 Culture in Japan VS UK 6:00 Humour 7:40 Who is Gavin? 9:17 Mission 10:28 Characteristics of Successful Founders 13:53 Developing Big Ideas 16:08 Creative Success Mechanism 20:03 Suffering 24:56 From Theory to Transactions 32:28 Building a Support Network 34:36 Legacy Banking Systems 36:01 Music Engineering 45:08 Childhood Dreams 46:27 Camino de Santiago 49:19 Crypto Fascination 54:44 Web3: The Post Snowden Web 1:00:39 Co-Founding Ethereum 1:03:12 Biggest Ethereum Achievement 1:04:04 Is Ethereum a Success? 1:07:38 Why Gavin Left Ethereum 1:09:48 Polkadot 1:14:53 Polkadots Achievements and Problems 1:24:05 Solution to Polkadot Main Problem 1:28:12 Polkadots Adoption & Communication Strategy 1:38:26 Polkadot Vision of Success 1:42:30 Memecoins 1:45:19 Crypto Integrity 1:49:45 Crypto's Limited Adoption 1:58:35 Identity vs. Individuality 2:07:15 Is AI a Bad Thing? 2:09:27 AI's Communication Revolution 2:25:06 Decentralization Role in AI 2:29:08 Eternal Happiness 2:32:17 Are You Happy? 2:33:52 Meaning of Life 2:38:58 What is Money? 2:45:55 Experience as a Father 2:48:54 Non-Consensus Beliefs

MR SHIFT 🦁

265,222 次观看 • 1 年前

“This Is EXACTLY What THE BOTTOM Feels Like” Watch our latest full conversation with Samson Mow (Samson Mow) as he dispels the FUD and explains exactly what is going on with Bitcoin right now Timestamps 00:00 Cold Open 01:35 Why Saylor Sold and Why It's Not a Betrayal 05:15 MSTR, BTC, STRC: Is Someone Forced to Lose? 07:25 MSTR Is Amplified Bitcoin in Both Directions 09:25 The Four-Year Cycle Is Complete Rubbish 11:20 Why Everything Else Pumps While Bitcoin Lags 14:50 Treasury Company Bickering and the Orange Ties 21:10 Separation of Money and State 22:40 Iran, Hormuz, and Censorship Resistant Money 26:15 Agentic Aqua: A Bitcoin Wallet for AI Agents 32:05 Production Ready and a Third Bitcoin Client 34:25 Ossification and the Knots BIP-110 Debate 36:25 Is Quantum a Nothing Burger? 38:45 The Clarity Act, Banks, and Stablecoins 43:25 Self-Custody vs Financial Products 46:35 Ending 2026: The Omega Candle to $1 Million 47:45 Where to Find Jan3 and Aqua Watch on YouTube:
48:31

“This Is EXACTLY What THE BOTTOM Feels Like” Watch our latest full conversation with Samson Mow (Samson Mow) as he dispels the FUD and explains exactly what is going on with Bitcoin right now Timestamps 00:00 Cold Open 01:35 Why Saylor Sold and Why It's Not a Betrayal 05:15 MSTR, BTC, STRC: Is Someone Forced to Lose? 07:25 MSTR Is Amplified Bitcoin in Both Directions 09:25 The Four-Year Cycle Is Complete Rubbish 11:20 Why Everything Else Pumps While Bitcoin Lags 14:50 Treasury Company Bickering and the Orange Ties 21:10 Separation of Money and State 22:40 Iran, Hormuz, and Censorship Resistant Money 26:15 Agentic Aqua: A Bitcoin Wallet for AI Agents 32:05 Production Ready and a Third Bitcoin Client 34:25 Ossification and the Knots BIP-110 Debate 36:25 Is Quantum a Nothing Burger? 38:45 The Clarity Act, Banks, and Stablecoins 43:25 Self-Custody vs Financial Products 46:35 Ending 2026: The Omega Candle to $1 Million 47:45 Where to Find Jan3 and Aqua Watch on YouTube:

Bitcoin News

12,482 次观看 • 3 个月前

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI
1:14:27

State of AI compute 2026: my conversation with stephen balaban of Lambda on the neocloud boom, data centers, GPUs and what's ahead 00:00 — Cold open 01:21 — Why GPU compute was never a commodity 02:45 — The H100 price index and what it gets wrong 04:02 — The real moat: technology or financing? 05:57 — Winner-take-all, or room for many neoclouds 06:48 — Are we overbuilding or underbuilding AI compute? 09:26 — What if AI gets 10x more compute-efficient? 10:44 — The real bottleneck: land, power, and shell 11:38 — The backlash against data centers — and the misinformation 15:00 — Opening the hood: from photons to tokens 17:11 — Extracting more value from the same chip 19:26 — Frontier inference and distributed training, explained 23:26 — What actually drives compute cost 25:21 — Lambda's chip stack and the NVIDIA relationship 26:17 — A multi-silicon world? CUDA, CUDNN, and NVIDIA's real moat 28:59 — Networking, storage, and the one-click cluster 34:46 — Renting vs. owning, and full vertical integration 36:24 — How global is Lambda? Does location still matter? 38:44 — The financing stack: off-take agreements, SPVs, and credit 41:16 — Why a 2023 GPU leases for more today 42:36 — A futures market for compute? 43:54 — Origin story: facial recognition, Perceptio, and Apple 47:03 — The Lambda hat and Dream Scope 48:59 — The $60K bet that became a cloud business 52:00 — Holding the team together through the hard times 54:30 — Bringing on a new CEO; Stephen as CTO 57:33 — Matching xAI on high-velocity deployment 59:29 — "AI won't write software — it will become the software" 01:01:30 — Neural software vs. vibe coding 01:04:25 — Do agents change the compute layer 01:06:14 — Self-assembling software inside Lambda 01:08:18 — Gigawatt-scale AI factories 01:08:57 — One person, one GPU 01:12:04 — Hot takes: overrated and underrated in AI

Matt Turck

70,916 次观看 • 2 个月前

2025 = the year of AI Agents x DAOS x Onchain Capital Allocation NEW greenpill.network podcast: Today, I'm joined by Shaw (spirit/acc) jin from ai16zdao to talk about AI Agents. How we use them to allocate capital in DAOs? To route information? To accelerate movements? To solve coordination failure? Timestamps for ez navigation 🫡 00:00 - Intro & focusing on DAOs and the intersection of AI agents. 01:00 - AI Agents and Their Impact 02:03 - The Evolution of the Internet 07:52 - Defining AI Agents 09:40 - Reducing Friction in Information Sharing 11:56 - Building a Movement, Not a Cult 14:15 - The Cathedral and the Bazaar Metaphor 16:04 - Using AI for Coordination 17:49 - Reducing Information Siloing 18:39 - Common Tools Across Organizations 19:31 - Open Sourcing Solutions 20:07 - Capital Allocation Challenges 20:55 - AI and Capital Allocation Intersection 21:50 - Human Oversight in Funding 22:48 - Continuous Retroactive Funding 24:42 - Creating a Supportive Culture 25:06 - Feedback Loops for Builders 26:09 - Reducing Overhead in Funding 26:36 - Acknowledging Non-Coding Contributions 27:58 - Chat Summarization Tool 28:34 - Profiles and Social Capital 29:00 - Marketplace of AI Agents 29:46 - Layered AI Systems 32:42 -Human Oversight in AI 34:39 - Feedback Loops in Development 37:01- Documentation and Community Engagement 38:12 - Self-Documenting Code 40:20 - Accelerated Idea Generation 45:03 - Circle of AI Champions 46:32 - Infinite Backrooms Concept 47:48 - Personal Infinite Backroom Ideas 49:23 - Concerns About Backrooms and Information Hiding 51:23 - Infinite Backrooms Concept 53:35 - Implementers and Skill Sharing 54:40 - Vision for the Future 56:39 - Concerns About UBI Implementation 57:56 - Community Income as a Solution 58:14 - A Hope for Self-Sufficiency and AI 59:36 - Outro
1:00:40

2025 = the year of AI Agents x DAOS x Onchain Capital Allocation NEW greenpill.network podcast: Today, I'm joined by Shaw (spirit/acc) jin from ai16zdao to talk about AI Agents. How we use them to allocate capital in DAOs? To route information? To accelerate movements? To solve coordination failure? Timestamps for ez navigation 🫡 00:00 - Intro & focusing on DAOs and the intersection of AI agents. 01:00 - AI Agents and Their Impact 02:03 - The Evolution of the Internet 07:52 - Defining AI Agents 09:40 - Reducing Friction in Information Sharing 11:56 - Building a Movement, Not a Cult 14:15 - The Cathedral and the Bazaar Metaphor 16:04 - Using AI for Coordination 17:49 - Reducing Information Siloing 18:39 - Common Tools Across Organizations 19:31 - Open Sourcing Solutions 20:07 - Capital Allocation Challenges 20:55 - AI and Capital Allocation Intersection 21:50 - Human Oversight in Funding 22:48 - Continuous Retroactive Funding 24:42 - Creating a Supportive Culture 25:06 - Feedback Loops for Builders 26:09 - Reducing Overhead in Funding 26:36 - Acknowledging Non-Coding Contributions 27:58 - Chat Summarization Tool 28:34 - Profiles and Social Capital 29:00 - Marketplace of AI Agents 29:46 - Layered AI Systems 32:42 -Human Oversight in AI 34:39 - Feedback Loops in Development 37:01- Documentation and Community Engagement 38:12 - Self-Documenting Code 40:20 - Accelerated Idea Generation 45:03 - Circle of AI Champions 46:32 - Infinite Backrooms Concept 47:48 - Personal Infinite Backroom Ideas 49:23 - Concerns About Backrooms and Information Hiding 51:23 - Infinite Backrooms Concept 53:35 - Implementers and Skill Sharing 54:40 - Vision for the Future 56:39 - Concerns About UBI Implementation 57:56 - Community Income as a Solution 58:14 - A Hope for Self-Sufficiency and AI 59:36 - Outro

owockai

60,440 次观看 • 1 年前

Full conversation with Luke Alexander on the real reason he shut down his business to bootstrap an AI SaaS. 0:00 Where It Started 4:39 No Internet Rural Ohio 7:21 Leaving Home to Save His Family 9:13 Dropping Out With $500 11:08 Cold DMing His First Client 13:14 Family Responsibility and What Drives Him 16:21 Why Anxiety Doesn't Exist 19:14 Suffering Is the Only Real Skill 21:18 Shutting Down the Agency 25:30 Moving to Miami With 15K 27:08 Launching Closer Cartel 70K Month One 31:01 The Character He Had to Play 33:08 The $12K Car and the Info Meta 36:48 Idols Becoming Brothers 40:06 Retiring His Mom First Million 41:41 His Dad the Restraining Order 43:20 The Man Who Stepped In 47:15 Burnout and Losing the Passion 50:16 The Moment He Walked Away 53:28 Why Info Rewards the Wrong Behavior 56:02 Spiritual Warfare in Miami 1:04:29 Living in Alignment 1:07:56 What He Wants to Look Back On 1:12:18 Why He Built Kindo 1:17:32 The Real Moat Is Taste 1:20:03 Learning Enterprise Sales 1:23:43 Bootstrapping vs Raising 1:26:03 How Kindo Works 1:29:05 AI Will Replace Sales Reps 1:36:09 Genetics and the Real Red Pill 1:39:53 Vision at 30 1:46:13 What It Means to Be a Good Dad 1:49:46 Looking for a Unicorn in Miami 1:51:29 Final Words
1:54:02

Full conversation with Luke Alexander on the real reason he shut down his business to bootstrap an AI SaaS. 0:00 Where It Started 4:39 No Internet Rural Ohio 7:21 Leaving Home to Save His Family 9:13 Dropping Out With $500 11:08 Cold DMing His First Client 13:14 Family Responsibility and What Drives Him 16:21 Why Anxiety Doesn't Exist 19:14 Suffering Is the Only Real Skill 21:18 Shutting Down the Agency 25:30 Moving to Miami With 15K 27:08 Launching Closer Cartel 70K Month One 31:01 The Character He Had to Play 33:08 The $12K Car and the Info Meta 36:48 Idols Becoming Brothers 40:06 Retiring His Mom First Million 41:41 His Dad the Restraining Order 43:20 The Man Who Stepped In 47:15 Burnout and Losing the Passion 50:16 The Moment He Walked Away 53:28 Why Info Rewards the Wrong Behavior 56:02 Spiritual Warfare in Miami 1:04:29 Living in Alignment 1:07:56 What He Wants to Look Back On 1:12:18 Why He Built Kindo 1:17:32 The Real Moat Is Taste 1:20:03 Learning Enterprise Sales 1:23:43 Bootstrapping vs Raising 1:26:03 How Kindo Works 1:29:05 AI Will Replace Sales Reps 1:36:09 Genetics and the Real Red Pill 1:39:53 Vision at 30 1:46:13 What It Means to Be a Good Dad 1:49:46 Looking for a Unicorn in Miami 1:51:29 Final Words

Grant

33,717 次观看 • 4 个月前

New episode of Public Keys at the NYSE 🏛! 🎙️ The White House advisor Patrick Witt remains "cautiously optimistic" on crypto legislation, Eric Jackson unpacks the analysis behind his $50M BTC target by 2041, and Morgan Stanley’s Amy Oldenburg discusses the firm's crypto roadmap after a successful $MSBT launch. Watch the full show with Jenn Sanasie. 00:00 Welcome to Public Keys 00:32 Tax Deadline, Inflation Data and Earnings Season Ahead 01:10 Barclays Downgrades Coinbase as Crypto Trading Declines 01:25 Senate Returns with Clarity Act on the Agenda 01:43 White House's Patrick Witt on Market Structure Timeline 04:41 Stablecoin Yield Poses Limited Risk to Banks, White House Finds 07:37 DeFi, Developer Language and Other Sticking Points 11:03 EMJX CEO Eric Jackson on 'Gen 2' Digital Asset Treasuries 16:12 Why AI Agents Will Use Ethereum, Not Solana 17:09 The Case for $50 Million Bitcoin by 2041 19:24 Crypto Equities to Watch: Bittensor, IREN, Cipher and Hut 8 23:33 Bitcoin and Ether ETF Flows 25:48 Morgan Stanley's Amy Oldenburg on the Firm's Spot Bitcoin ETF 27:00 Spot ETH, SOL Filings and E-Trade Crypto Trading 30:06 Tokenized Money Market Funds and the Road Ahead
34:40

New episode of Public Keys at the NYSE 🏛! 🎙️ The White House advisor Patrick Witt remains "cautiously optimistic" on crypto legislation, Eric Jackson unpacks the analysis behind his $50M BTC target by 2041, and Morgan Stanley’s Amy Oldenburg discusses the firm's crypto roadmap after a successful $MSBT launch. Watch the full show with Jenn Sanasie. 00:00 Welcome to Public Keys 00:32 Tax Deadline, Inflation Data and Earnings Season Ahead 01:10 Barclays Downgrades Coinbase as Crypto Trading Declines 01:25 Senate Returns with Clarity Act on the Agenda 01:43 White House's Patrick Witt on Market Structure Timeline 04:41 Stablecoin Yield Poses Limited Risk to Banks, White House Finds 07:37 DeFi, Developer Language and Other Sticking Points 11:03 EMJX CEO Eric Jackson on 'Gen 2' Digital Asset Treasuries 16:12 Why AI Agents Will Use Ethereum, Not Solana 17:09 The Case for $50 Million Bitcoin by 2041 19:24 Crypto Equities to Watch: Bittensor, IREN, Cipher and Hut 8 23:33 Bitcoin and Ether ETF Flows 25:48 Morgan Stanley's Amy Oldenburg on the Firm's Spot Bitcoin ETF 27:00 Spot ETH, SOL Filings and E-Trade Crypto Trading 30:06 Tokenized Money Market Funds and the Road Ahead

CoinDesk

30,847 次观看 • 5 个月前