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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!show more

MSB Intel

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40,611 просмотров • 11 дней назад

Australia's Productivity Commission Chair Danielle Wood on: - why AI probably won't cause a jobpocalypse, - how Australia can get a piece of the AI action, - why profits may not flow to the model layer of the stack, - and why Australia shouldn't follow the EU in legislating an AI Act -- even if AI turns out to be an "abnormal" technology. Watch below, or wherever you get your podcasts. Enjoy! Timestamps: (0:00:00) – Introduction. (0:01:43) – Is AI as big as the Industrial Revolution? (0:06:35) – The labour market implications of AI (0:21:18) – Industry policy for AI: when to intervene, when to step back (0:31:27) – Where will the profits flow? Chips, models, or applications? (0:52:37) – Data centres: should Australia support them? (1:15:07) – AI risks, and why Australia shouldn't pass an AI Act (1:23:27) – Measuring progress in the age of AI: beyond GDP and labour productivity

Australia's Productivity Commission Chair Danielle Wood on: - why AI probably won't cause a jobpocalypse, - how Australia can get a piece of the AI action, - why profits may not flow to the model layer of the stack, - and why Australia shouldn't follow the EU in legislating an AI Act -- even if AI turns out to be an "abnormal" technology. Watch below, or wherever you get your podcasts. Enjoy! Timestamps: (0:00:00) – Introduction. (0:01:43) – Is AI as big as the Industrial Revolution? (0:06:35) – The labour market implications of AI (0:21:18) – Industry policy for AI: when to intervene, when to step back (0:31:27) – Where will the profits flow? Chips, models, or applications? (0:52:37) – Data centres: should Australia support them? (1:15:07) – AI risks, and why Australia shouldn't pass an AI Act (1:23:27) – Measuring progress in the age of AI: beyond GDP and labour productivity

Joseph Noel Walker

11,751 просмотров • 2 месяцев назад

The CLARITY Act could establish the first comprehensive regulatory framework for crypto market structure in the United States. So why has it taken Congress so long to pass it? miles jennings, Head of Policy and General Counsel at a16z crypto, joined MTS to explain what the bill would do, why existing securities laws are poorly suited to decentralized networks, and how the legislation would divide oversight between the SEC and CFTC. 0:00 Intro: Why hasn’t the CLARITY Act passed? 01:02 What the CLARITY Act would do 02:52 Why legislation has taken so long 03:59 Networks versus companies 05:39 How digital assets are classified 05:51 How the GENIUS Act regulates stablecoins 06:44 What is a network token? 07:23 Digital commodities versus securities 08:20 The four major digital-asset categories 09:20 Who is liable in decentralized finance? 10:45 Why oversight is split between the SEC and CFTC 12:25 Protecting consumers without requiring control 13:14 Will the CLARITY Act pass?

The CLARITY Act could establish the first comprehensive regulatory framework for crypto market structure in the United States. So why has it taken Congress so long to pass it? miles jennings, Head of Policy and General Counsel at a16z crypto, joined MTS to explain what the bill would do, why existing securities laws are poorly suited to decentralized networks, and how the legislation would divide oversight between the SEC and CFTC. 0:00 Intro: Why hasn’t the CLARITY Act passed? 01:02 What the CLARITY Act would do 02:52 Why legislation has taken so long 03:59 Networks versus companies 05:39 How digital assets are classified 05:51 How the GENIUS Act regulates stablecoins 06:44 What is a network token? 07:23 Digital commodities versus securities 08:20 The four major digital-asset categories 09:20 Who is liable in decentralized finance? 10:45 Why oversight is split between the SEC and CFTC 12:25 Protecting consumers without requiring control 13:14 Will the CLARITY Act pass?

a16z crypto

35,866 просмотров • 10 дней назад

🎥 An anti-trafficking group says the CLARITY Act protects bad actors. Will Coinbase 🛡️'s AI trading have legal implications? And Meta's prediction market won't use real money at launch. This week's Policy Protocol with Rebecca Rettig and Renato Mariotti. 00:00 Welcome to The Policy Protocol 00:51 This Week: AI Trading, Prediction Markets, Human Trafficking 01:15 Coinbase Launches AI Agentic Trading 02:22 SEC-Registered AI Agents and the Hallucination Problem 03:43 Tribes Concerns Over Clarity Act 05:30 Rebuttals to the Tribes' Clarity Concerns 06:23 Katie Boller Gosewisch Joins the Show 07:31 Section 604: The Liability Shield Traffickers Could Exploit 08:59 Are DeFi Developers Money Transmitters? 09:52 What Section 604 Actually Says, and What It Doesn't 10:54 Should We Reinstate a Human Trafficking Coordinator? 11:30 Duty of Care and the 'Turning a Blind Eye' Problem 13:07 The Roman Storm/Tornado Cash Case as the Test 14:37 Future Loopholes and the Reasonable Doubt Risk 15:28 Cryptocurrency, Anonymity, and Rising Online Trafficking 16:02 Blockchain Is Transparent, and That Helps Law Enforcement 17:39 Person of the Week: Meta 19:58 The Points-Based Prediction Market and What Meta Could Unlock

🎥 An anti-trafficking group says the CLARITY Act protects bad actors. Will Coinbase 🛡️'s AI trading have legal implications? And Meta's prediction market won't use real money at launch. This week's Policy Protocol with Rebecca Rettig and Renato Mariotti. 00:00 Welcome to The Policy Protocol 00:51 This Week: AI Trading, Prediction Markets, Human Trafficking 01:15 Coinbase Launches AI Agentic Trading 02:22 SEC-Registered AI Agents and the Hallucination Problem 03:43 Tribes Concerns Over Clarity Act 05:30 Rebuttals to the Tribes' Clarity Concerns 06:23 Katie Boller Gosewisch Joins the Show 07:31 Section 604: The Liability Shield Traffickers Could Exploit 08:59 Are DeFi Developers Money Transmitters? 09:52 What Section 604 Actually Says, and What It Doesn't 10:54 Should We Reinstate a Human Trafficking Coordinator? 11:30 Duty of Care and the 'Turning a Blind Eye' Problem 13:07 The Roman Storm/Tornado Cash Case as the Test 14:37 Future Loopholes and the Reasonable Doubt Risk 15:28 Cryptocurrency, Anonymity, and Rising Online Trafficking 16:02 Blockchain Is Transparent, and That Helps Law Enforcement 17:39 Person of the Week: Meta 19:58 The Points-Based Prediction Market and What Meta Could Unlock

CoinDesk

49,020 просмотров • 1 месяц назад

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Milk Road

59,357 просмотров • 11 месяцев назад