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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...

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MSB Intel

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14,556 views • 2 months ago

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217,963 views • 10 days ago

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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
58:23

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 views • 1 month ago

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George
33:09

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George

a16z

42,120 views • 3 months ago

“The 4-Year Bitcoin Cycle Is DEAD! Here’s What Replaces It" | James Lavish 0:00 Coming Up 1:31 Are We Still in a Bull Market? 3:37 The Death of Bitcoin’s 4-Year Cycle 5:12 – Global Liquidity Is Drying Up Fast 8:41 The Fed’s Hidden Liquidity Problem 13:25 QE Is Quietly Coming Back 17:27 Politics, Midterms and Fed Power Plays 23:11 Endless Deficits Mean Dollar Debasement 29:19 Why Retail Investors Keep Losing 42:50 Inside the Bitcoin Treasury Boom 59:29 Bitcoin’s Path to $150K and Beyond
1:02:51

“The 4-Year Bitcoin Cycle Is DEAD! Here’s What Replaces It" | James Lavish 0:00 Coming Up 1:31 Are We Still in a Bull Market? 3:37 The Death of Bitcoin’s 4-Year Cycle 5:12 – Global Liquidity Is Drying Up Fast 8:41 The Fed’s Hidden Liquidity Problem 13:25 QE Is Quietly Coming Back 17:27 Politics, Midterms and Fed Power Plays 23:11 Endless Deficits Mean Dollar Debasement 29:19 Why Retail Investors Keep Losing 42:50 Inside the Bitcoin Treasury Boom 59:29 Bitcoin’s Path to $150K and Beyond

The Wolf Of All Streets

43,739 views • 9 months ago