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#IonicDigital Investor Presentation 01:38 CEO Andy Stewart introduces Ionic Digital & the team 08:00 Overview of where other HPC datacenters are located in Texas 13:29 Who is Nscale ? Details of the deal they signed 17:30 Why Ionic is a low-risk bet on HPC as a power shell company...

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MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.
48:47

MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.

MARA Foundation

23,554 görüntüleme • 12 gün önce

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system
1:09:33

The hardest thing in business is not seeing the future. It is surviving long enough to build it. My fireside chat with Julian Liniger at BTC Prague on focus, endurance, corporate transformation, and how entrepreneurs can use Bitcoin, AI, and digital finance to create the next generation of products. Full interview below. 00:00 - Bitcoin as the dominant global Digital Capital network: 17 years, hundreds of billions invested, and a potential $100T opportunity 00:51 - Bitcoin near the 200-week moving average: why $BTC is more compelling after a 50% drawdown 01:52 - Strategy’s scale and the media narrative: from ~$600M enterprise value to as high as ~$120B 10:29 - Bitcoin fundamentals: economic empowerment, sovereign property rights, and the dominant digital monetary network 12:16 - Why there is no second best: Bitcoin as Digital Capital, Digital Money, and a potential $100T network 16:09 - Entrepreneur advice: build a simple product using new technology to solve a real problem 20:30 - Focus, endurance, and the danger of dilutive distractions 32:25 - What I would build today: AI plus Digital Assets, especially Digital Money and Digital Yield 33:27 - Digital Credit: taking a 40 vol asset, stripping it to ~4 vol, and creating new yield products 34:57 - Digital Money: 6–8% yield in major currencies with no volatility 38:05 - $STRC, $SATA, and the next layer of bitcoin-backed financial products 48:52 - Q&A: why Strategy sold 32 BTC and why bitcoin-backed capital must support credit and equity 59:29 - Q&A: Strategy as a shock absorber: selling 32 BTC while buying net ~250,000 BTC during the bear market 01:02:39 - Why public companies protect Bitcoin through accounting, tax, legal, political, and economic advocacy 01:07:58 - Strategy as the extension of the Bitcoin network into the free market system

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A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next
1:07:53

A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next

Delphi Digital

12,596 görüntüleme • 3 ay önce

Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts
51:54

Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. Nate Geraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on Crypto Prime. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts

Matt Cole

18,634 görüntüleme • 26 gün önce

I’ve been a Balance Sheet Volatility manager my entire career (12+ years). Below is my presentation at Risk World yesterday. Focused on explaining the similarities of insurance balance sheet risk management to Bitcoin balance sheet risk management. The primary difference: Bitcoin data is more observable, easily accessible, and calculable in real time. This is a feature, not a bug. And btw, there were only about 12 people in the seats, and 2 were my own colleagues. 0:21–0:46 Background in reinsurance and risk 0:46–1:13 How this work changed his perspective on risk 1:13–1:37 Bitcoin as digital capital 1:57–2:42 Insurance, reinsurance, and volatility reduction 6:54–8:08 Turning Bitcoin volatility into a credit instrument 13:50–15:38 Risk modeling, experience rating, and Monte Carlo analysis 17:21–20:06 Monetary debasement and digital credit 20:06–24:22 Digital credit vs. catastrophe bonds
24:27

I’ve been a Balance Sheet Volatility manager my entire career (12+ years). Below is my presentation at Risk World yesterday. Focused on explaining the similarities of insurance balance sheet risk management to Bitcoin balance sheet risk management. The primary difference: Bitcoin data is more observable, easily accessible, and calculable in real time. This is a feature, not a bug. And btw, there were only about 12 people in the seats, and 2 were my own colleagues. 0:21–0:46 Background in reinsurance and risk 0:46–1:13 How this work changed his perspective on risk 1:13–1:37 Bitcoin as digital capital 1:57–2:42 Insurance, reinsurance, and volatility reduction 6:54–8:08 Turning Bitcoin volatility into a credit instrument 13:50–15:38 Risk modeling, experience rating, and Monte Carlo analysis 17:21–20:06 Monetary debasement and digital credit 20:06–24:22 Digital credit vs. catastrophe bonds

Jeff Walton

19,972 görüntüleme • 2 ay önce

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

166,795 görüntüleme • 1 yıl önce

LIVE NOW -- Constructing a Portfolio In this episode of The DeFi Report, Michael Nadeau | The DeFi Report and RYAN SΞAN ADAMS - rsa.eth 🦄 lay out Mike’s full portfolio construction framework for a crypto bear market. We walk through how he sizes Bitcoin as the anchor, how core and high-beta assets fit into the cycle, and why price matters more than narratives right now. Mike also shares fair value targets across nearly 30 assets, explains why most investors rush entries too early, and what signals he’s waiting for before going risk-on again. [TIMESTAMPS] 0:00 Intro 1:50 Market Overview & Conditions 4:03 Constructing a Portfolio 7:00 Importance of Bitcoin 10:41 Core Assets Explained 13:26 Long-Term Holds Strategy 14:06 Risk-On Assets Discussion 17:36 Price Targets for Each Sleeve 20:54 Core Asset Candidates 29:13 Long-Term Holds & Watchlist 33:13 Meme Coins and Market Cycles 36:41 Analyzing the Watchlist 40:30 Closing & Disclaimers
40:58

LIVE NOW -- Constructing a Portfolio In this episode of The DeFi Report, Michael Nadeau | The DeFi Report and RYAN SΞAN ADAMS - rsa.eth 🦄 lay out Mike’s full portfolio construction framework for a crypto bear market. We walk through how he sizes Bitcoin as the anchor, how core and high-beta assets fit into the cycle, and why price matters more than narratives right now. Mike also shares fair value targets across nearly 30 assets, explains why most investors rush entries too early, and what signals he’s waiting for before going risk-on again. [TIMESTAMPS] 0:00 Intro 1:50 Market Overview & Conditions 4:03 Constructing a Portfolio 7:00 Importance of Bitcoin 10:41 Core Assets Explained 13:26 Long-Term Holds Strategy 14:06 Risk-On Assets Discussion 17:36 Price Targets for Each Sleeve 20:54 Core Asset Candidates 29:13 Long-Term Holds & Watchlist 33:13 Meme Coins and Market Cycles 36:41 Analyzing the Watchlist 40:30 Closing & Disclaimers

The DeFi Report

14,851 görüntüleme • 6 ay önce

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History
1:04:51

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Raoul Pal

326,827 görüntüleme • 1 yıl önce

The Bitcoin Mortgage Hack That Changes Everything - CJK 00:00 Why Bitcoin Mortgages Could Change Everything 02:42 Why Bitcoin Mortgages Are Going Mainstream 03:23 People's Reserve vs Coinbase's Bitcoin Mortgage 05:01 Why Bitcoin Is "Pristine Collateral" 08:08 How the Self-Repaying Mortgage Works 11:08 What Happens if Bitcoin Crashes? 14:07 The Bitcoin Mortgage Reserve Explained 17:22 Mortgage Payment Examples 18:38 Loyalty Program and Lower Interest Rates 24:26 Why Non-Bitcoiners Are Starting to Buy Bitcoin 31:40 Refinancing Your Existing Home Into Bitcoin 36:45 Why Mortgage Rates Aren't Coming Down 40:10 The Next Wave of Bitcoin Adoption 43:20 Business Credit Powered by Bitcoin 49:10 Why Bitcoin Bonds Could Replace Traditional Finance 55:00 Principal-Protected Bitcoin Bonds Explained 58:35 Why Bitcoin Bonds Beat Traditional Fixed Income 1:02:30 Retirement Income With Bitcoin Bonds 1:08:12 Is There a Limit to Bitcoin Bond Demand? 1:10:50 Bitcoin Bonds vs Strategy's STRC 1:12:50 People's Reserve's Long-Term Roadmap 1:19:20 Final Thoughts and Where to Learn More
1:20:01

The Bitcoin Mortgage Hack That Changes Everything - CJK 00:00 Why Bitcoin Mortgages Could Change Everything 02:42 Why Bitcoin Mortgages Are Going Mainstream 03:23 People's Reserve vs Coinbase's Bitcoin Mortgage 05:01 Why Bitcoin Is "Pristine Collateral" 08:08 How the Self-Repaying Mortgage Works 11:08 What Happens if Bitcoin Crashes? 14:07 The Bitcoin Mortgage Reserve Explained 17:22 Mortgage Payment Examples 18:38 Loyalty Program and Lower Interest Rates 24:26 Why Non-Bitcoiners Are Starting to Buy Bitcoin 31:40 Refinancing Your Existing Home Into Bitcoin 36:45 Why Mortgage Rates Aren't Coming Down 40:10 The Next Wave of Bitcoin Adoption 43:20 Business Credit Powered by Bitcoin 49:10 Why Bitcoin Bonds Could Replace Traditional Finance 55:00 Principal-Protected Bitcoin Bonds Explained 58:35 Why Bitcoin Bonds Beat Traditional Fixed Income 1:02:30 Retirement Income With Bitcoin Bonds 1:08:12 Is There a Limit to Bitcoin Bond Demand? 1:10:50 Bitcoin Bonds vs Strategy's STRC 1:12:50 People's Reserve's Long-Term Roadmap 1:19:20 Final Thoughts and Where to Learn More

The Wolf Of All Streets

215,475 görüntüleme • 9 gün önce

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early
54:06

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early

Y Combinator

197,624 görüntüleme • 1 ay önce

Full Interview with Charles-Antoine Beyney "CAB" (CAB) - Founder & CEO of DataOne and Alasdair Mann As always - please share this interview, so we reach as many $NBIS (and AI infra investors) as possible! --- DataOne is building giga-scale AI data center infrastructure for the next decade of compute demand. Most importantly for $NBIS investors: DataOne is the company behind Nebius’ 300MW Vineland, New Jersey campus, one of the key capacity expansion projects that could determine how fast Nebius scales from here! Timestamps: 00:00 Meet the CEO of DataOne 00:29 50% of Datacenters Delayed 02:01 Paid Protesters 04:48 Real Water Consumption of His Data Centers 08:27 Condensation and Cooling 11:09 Pollutant Problem 12:14 Behind the Meter Power 15:50 US vs France Power Strategy 18:39 Speed to Power Crunch 19:56 Supply Chain Bottlenecks 23:46 Generative Video AI Economics 25:54 Building Faster Than Anyone 30:55 Budgeting With Rapidly Increasing Prices 31:32 Tariffs and Contingency Buffers 33:31 Supply Crunch Pricing Power 37:36 DataOne Infrastructure Strategy 38:44 Gas Turbines at Scale 40:40 Microturbines and Small Sites 42:30 Batteries and Renewables Mix 43:57 Nuclear and Grid Stability 44:51 Real World Lead Times Strategy 47:26 Cooling Knowhow and Market Hype 48:48 Building Under Extreme Pressure 50:36 AI as the New Enlightenment 54:23 Fusion and the Energy Endgame As always - please share
56:16

Full Interview with Charles-Antoine Beyney "CAB" (CAB) - Founder & CEO of DataOne and Alasdair Mann As always - please share this interview, so we reach as many $NBIS (and AI infra investors) as possible! --- DataOne is building giga-scale AI data center infrastructure for the next decade of compute demand. Most importantly for $NBIS investors: DataOne is the company behind Nebius’ 300MW Vineland, New Jersey campus, one of the key capacity expansion projects that could determine how fast Nebius scales from here! Timestamps: 00:00 Meet the CEO of DataOne 00:29 50% of Datacenters Delayed 02:01 Paid Protesters 04:48 Real Water Consumption of His Data Centers 08:27 Condensation and Cooling 11:09 Pollutant Problem 12:14 Behind the Meter Power 15:50 US vs France Power Strategy 18:39 Speed to Power Crunch 19:56 Supply Chain Bottlenecks 23:46 Generative Video AI Economics 25:54 Building Faster Than Anyone 30:55 Budgeting With Rapidly Increasing Prices 31:32 Tariffs and Contingency Buffers 33:31 Supply Crunch Pricing Power 37:36 DataOne Infrastructure Strategy 38:44 Gas Turbines at Scale 40:40 Microturbines and Small Sites 42:30 Batteries and Renewables Mix 43:57 Nuclear and Grid Stability 44:51 Real World Lead Times Strategy 47:26 Cooling Knowhow and Market Hype 48:48 Building Under Extreme Pressure 50:36 AI as the New Enlightenment 54:23 Fusion and the Energy Endgame As always - please share

Daniel Koss

99,568 görüntüleme • 2 ay önce

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back
2:42:55

Who Hijacked Bitcoin? Steve Patterson and Aaron Day on DarkHorse 00:00:00 Bitcoin: The Questions That Matter 00:03:01 Sponsor: Helix 00:05:26 The Purpose of Bitcoin 00:10:52 Digital Cash 00:18:38 The Reality of Bitcoin Transactions Today 00:27:22 Sponsor: ARMRA 00:29:46 The History of Bitcoin 00:42:14 Preempting the Bitcoin Experts 00:50:20 Bitcoin History: Two Camps Emerge 00:59:57 Bitcoin History: The Mainstream Phase 01:01:59 Bitcoin Corruption: New Information from the Epstein Files 01:04:35 Government Crackdown on Crypto 01:13:25 Is Bitcoin Really Decentralized? 01:35:16 The Connection to Howard Lutnick 01:44:41 CBDCs Should Be Top of Mind 01:45:54 The Coming Financial Collapse 01:47:13 Do We Already Have a Backdoor CBDC? 01:51:44 Tokens and The Great Taking 01:56:38 The Technocracy Movement 02:00:30 Digital Currency Naivety 02:11:32 Morality as a Constraint 02:21:43 Rights as an Irritant to Power 02:23:50 Protecting Yourself 02:25:51 Fighting Back

The DarkHorse Podcast

88,815 görüntüleme • 4 ay önce

E136: How to Build Wealth in an AI Economy - and The Role of Crypto - Selini Capital Founder and CIO Jordi Alexander breaks down why the concept of retirement is obsolete in a world of AI, fiat dilution, and exponential wealth creation - and how crypto is the cleanest hedge we have. Timestamps 0:00 Introduction 1:59 Partnerships Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 3:00 Surviving on Five Hours 4:31 Years of Growth 5:28 Who is Jordi Alexander? 7:22 No Voice in My Head 9:52 Self Custody with Trezor 10:45 Beyond Money and Work 13:23 Chip on the Shoulder 15:38 Moving Continents, Changing Self 17:12 Why $100K Feels Poor 19:05 When Money Stops Working 25:00 Judgement is Currency 27:05 Why Retirement Doesn’t Exist 30:18 Why Old Money Fades 33:27 Being Valuable to Society 35:03 Why Cash Loses Value 39:30 Why Stocks Can’t Beat Inflation 42:00 Crypto and the Next Frontier 44:03 Where Is Wealth Truly Safe? 48:53 Why Bitcoin Is the Bet 54:55 Altcoin Cycles Explained 56:57 Why Most Traders Lose 1:00:14 The Financial Death Wish 1:04:50 Winners, Losers, and NPCs 1:09:21 Clicks vs Credibility in Crypto 1:13:13 Rethinking the Retirement Mindset 1:14:33 Becoming Economically Productive 1:17:30 EQ and IQ 1:18:16 Escaping Survival Mode 1:20:40 Wealth Without Luck 1:21:26 Judging Who to Trust 1:25:27 Inefficiency is Opportunity 1:27:28 From Survival to Superpowers 1:29:34 Scaling Beyond Survival 1:31:02 Playing Offense 1:33:49 Bitcoin: Offense or Defense? 1:34:55 Beyond Four Year Cycles 1:36:57 Early in the Game 1:37:58 Destroying your Ego 1:42:57 Small Errors, Big Consequences 1:46:01 A Timeless Thesis 1:48:36 The Cost of Burnout 1:51:09 Protecting Your Time 1:52:47 Poker Productivity 1:55:14 Knowing When to Let Go 1:57:45 Seeing How the River Changes
1:58:21

E136: How to Build Wealth in an AI Economy - and The Role of Crypto - Selini Capital Founder and CIO Jordi Alexander breaks down why the concept of retirement is obsolete in a world of AI, fiat dilution, and exponential wealth creation - and how crypto is the cleanest hedge we have. Timestamps 0:00 Introduction 1:59 Partnerships Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 3:00 Surviving on Five Hours 4:31 Years of Growth 5:28 Who is Jordi Alexander? 7:22 No Voice in My Head 9:52 Self Custody with Trezor 10:45 Beyond Money and Work 13:23 Chip on the Shoulder 15:38 Moving Continents, Changing Self 17:12 Why $100K Feels Poor 19:05 When Money Stops Working 25:00 Judgement is Currency 27:05 Why Retirement Doesn’t Exist 30:18 Why Old Money Fades 33:27 Being Valuable to Society 35:03 Why Cash Loses Value 39:30 Why Stocks Can’t Beat Inflation 42:00 Crypto and the Next Frontier 44:03 Where Is Wealth Truly Safe? 48:53 Why Bitcoin Is the Bet 54:55 Altcoin Cycles Explained 56:57 Why Most Traders Lose 1:00:14 The Financial Death Wish 1:04:50 Winners, Losers, and NPCs 1:09:21 Clicks vs Credibility in Crypto 1:13:13 Rethinking the Retirement Mindset 1:14:33 Becoming Economically Productive 1:17:30 EQ and IQ 1:18:16 Escaping Survival Mode 1:20:40 Wealth Without Luck 1:21:26 Judging Who to Trust 1:25:27 Inefficiency is Opportunity 1:27:28 From Survival to Superpowers 1:29:34 Scaling Beyond Survival 1:31:02 Playing Offense 1:33:49 Bitcoin: Offense or Defense? 1:34:55 Beyond Four Year Cycles 1:36:57 Early in the Game 1:37:58 Destroying your Ego 1:42:57 Small Errors, Big Consequences 1:46:01 A Timeless Thesis 1:48:36 The Cost of Burnout 1:51:09 Protecting Your Time 1:52:47 Poker Productivity 1:55:14 Knowing When to Let Go 1:57:45 Seeing How the River Changes

MR SHIFT 🦁

325,871 görüntüleme • 11 ay önce

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions
1:59:51

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions

Farzad 🇺🇸 🇮🇷

2,033,135 görüntüleme • 2 yıl önce

🎙️Architecting the Monetary Endgame Ep. 97 with allen farrington My guest today is Allen Farrington, writer, investor, and co-founder of Axiom, a Bitcoin-focused venture capital firm backing companies that use Bitcoin as real infrastructure rather than speculation. Allen co-authored “Bitcoin is Venice” and “Only the Strong Survive” and draws on a background in math, philosophy, Austrian economics, and long-term equity investing to explain why Bitcoin is both a technological breakthrough and a venture opportunity hiding in plain sight. In this episode, he shares why he believes the most valuable startups will use Bitcoin as invisible plumbing for payments, energy, and financial services rather than marketing themselves as “Bitcoin companies.” We explore why current stablecoin systems break under real demand, how Lightning and Taproot Assets enable issuer competition and scalable payments, and why the long arc ends with e-cash and Bitcoin-native money. Allen frames Axiom’s edge as “temporal arbitrage”: investing early where technical understanding and adoption are low, anticipating that in a decade the market will recognize the value created by Bitcoin-based infrastructure. ► If you got value, please like, comment, share, follow and support my work. Thank you! 00:00 - Coming Up 01:12 - Introduction to Allen 03:20 - Discovering Bitcoin & Career Trajectory 12:03 - Ad Break - Trezor & BitVault 15:22 - Investment Philosophy & Lightning as Inspiration 17:52 - Company and Investment Selection for Axiom VC 30:12 - Stablecoins & Regulations 37:32 - Why Most Stablecoin Systems Fail At Scale? 44:50 - The Importance of Stablecoin Issuers 51:16 - Stablecoins on Lightning & Taproot Assets: A New Approach 1:01:23 - The Future of Digital Money: E-Cash 1:05:47 - Steps to Migrate From Fiat To Bitcoin 1:10:28 - Companies to Watch in the Bitcoin & Lightning Space 1:16:43 - Allen Loves What He Does & Why He Does It >>
1:24:35

🎙️Architecting the Monetary Endgame Ep. 97 with allen farrington My guest today is Allen Farrington, writer, investor, and co-founder of Axiom, a Bitcoin-focused venture capital firm backing companies that use Bitcoin as real infrastructure rather than speculation. Allen co-authored “Bitcoin is Venice” and “Only the Strong Survive” and draws on a background in math, philosophy, Austrian economics, and long-term equity investing to explain why Bitcoin is both a technological breakthrough and a venture opportunity hiding in plain sight. In this episode, he shares why he believes the most valuable startups will use Bitcoin as invisible plumbing for payments, energy, and financial services rather than marketing themselves as “Bitcoin companies.” We explore why current stablecoin systems break under real demand, how Lightning and Taproot Assets enable issuer competition and scalable payments, and why the long arc ends with e-cash and Bitcoin-native money. Allen frames Axiom’s edge as “temporal arbitrage”: investing early where technical understanding and adoption are low, anticipating that in a decade the market will recognize the value created by Bitcoin-based infrastructure. ► If you got value, please like, comment, share, follow and support my work. Thank you! 00:00 - Coming Up 01:12 - Introduction to Allen 03:20 - Discovering Bitcoin & Career Trajectory 12:03 - Ad Break - Trezor & BitVault 15:22 - Investment Philosophy & Lightning as Inspiration 17:52 - Company and Investment Selection for Axiom VC 30:12 - Stablecoins & Regulations 37:32 - Why Most Stablecoin Systems Fail At Scale? 44:50 - The Importance of Stablecoin Issuers 51:16 - Stablecoins on Lightning & Taproot Assets: A New Approach 1:01:23 - The Future of Digital Money: E-Cash 1:05:47 - Steps to Migrate From Fiat To Bitcoin 1:10:28 - Companies to Watch in the Bitcoin & Lightning Space 1:16:43 - Allen Loves What He Does & Why He Does It >>

Efrat Fenigson

75,862 görüntüleme • 10 ay önce

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption
1:15:35

📺 The Bitcoin For Corporations Show Episode 25 now live — hosted by Pierre Rochard Spencer Nichols (Spencer Nichols) and Pierre break down Strategy’s latest earnings call and explain why its #Bitcoin-backed digital credit products may redefine corporate finance. 00:00 – Why Strategy’s Digital Credit Is the Real Product 05:00 – Bear-Market Stress Testing Without Margin Calls 10:00 – Bank Credit vs Non-Bank Credit Explained 15:00 – Bitcoin-Backed Lending and Institutional Demand 20:00 – STRC vs Bitcoin: Volatility and Yield 25:00 – Who These Products Are Actually For 30:00 – Ideology vs Adoption in Bitcoin Finance 35:00 – Strategy’s Plan to Increase Bitcoin Per Share 40:00 – Rates, Liquidity, and the AI Macro Backdrop 45:00 – Quantum Risk, Consensus, and “Don’t Panic” 50:00 – Security, Governance, and Bitcoin’s Upgrade Path 55:00 – What This Means for Bitcoin’s Financial Future 01:00:00 – Final Thoughts on Credit, Volatility, and Adoption

Bitcoin For Corporations

17,702 görüntüleme • 5 ay önce

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 🦁

93,102 görüntüleme • 10 ay önce

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
55:26

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 görüntüleme • 10 ay önce