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SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity -- SpaceX IPO: The biggest ever (by far!) -- The economic opportunity of space -- Incoming 2026 IPO explosion, the race to get out -- Iran War costs, fertilizer crisis, downstream impacts, messaging problems -- Quantum Bitcoin hack...

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The All-In Podcast

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Former Pentagon official Dan Caldwell explains what would happen if Ted Cruz gets his way in Iran. (0:00) Introduction (0:47) What Would Happen if the US Strikes Iran? (9:23) American Troops in Iraq and Syria (19:12) Did US Policy Makers Intentionally Put American Troops at Risk? (21:49) How the War Could Escalate (25:16) What Are the Casualties in Israel? (29:39) How American Intervention Would Change Everything (34:27) Will Russia or China Get Involved? (42:43) Why Does Ted Cruz Think Iran Is Going to Nuke Los Angeles? (50:41) Are We Seeing the Fall of the Neocons? (54:54) Is It Possible to Shut Down a Nuclear Program With an Air Campaign? (59:54) Why a War With Iran Would Make It Impossible to Continue Supporting Ukraine (1:02:23) Does the American Military Have a Supply Problem? (1:09:10) The Current Public Opinion of Israel (1:16:01) Why Do Western Leaders Want the Ukraine War to Continue? (1:27:27) Is the US Capable of Ending the War in Iran? (1:30:21) The War Machine’s Attacks on Anti-War Voices Includes Paid Partnerships.

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Tucker Carlson

5,438,237 Aufrufe • vor 4 Monaten

Col. Douglas Macgregor on how this war ends. (0:00) Monologue (18:21) Why Is Israel Making All the Decisions? (27:48) AI Weapons and the Bombing of Iran Girls' School (32:59) Would Israel Consult the US Before Launching a Nuclear Weapon? (41:23) Will More Americans Be Killed Because of Israel's War? (49:05) Macgregor’s Advice to Trump on How to Get Out (55:16) Will Israel Use Nuclear Weapons? (1:00:16) Will the US Commit Ground Troops? (1:03:32) The Looming Threat of Nuclear War (1:06:13) The US Military's Thoughts on the War (1:13:22) The Future of America
1:16:52

Col. Douglas Macgregor on how this war ends. (0:00) Monologue (18:21) Why Is Israel Making All the Decisions? (27:48) AI Weapons and the Bombing of Iran Girls' School (32:59) Would Israel Consult the US Before Launching a Nuclear Weapon? (41:23) Will More Americans Be Killed Because of Israel's War? (49:05) Macgregor’s Advice to Trump on How to Get Out (55:16) Will Israel Use Nuclear Weapons? (1:00:16) Will the US Commit Ground Troops? (1:03:32) The Looming Threat of Nuclear War (1:06:13) The US Military's Thoughts on the War (1:13:22) The Future of America

Tucker Carlson

3,633,961 Aufrufe • vor 4 Monaten

LIVE NOW - Ethereum’s Quantum Plan Before Q-Day Quantum is no longer a distant thought experiment. Justin Drake joins Bankless to unpack: - when Q-Day could actually arriv,e - why Bitcoin and Ethereum face very different quantum risks, - what Ethereum’s post-quantum roadmap looks like, - why this upgrade could be bigger than the Merge, - and how quantum could become Ethereum’s chance to lead. --- TIMESTAMPS 0:00 When is Q-Day? 5:35 The moment quantum becomes crypto-relevant 10:11 How many qubits does it take to break crypto? 16:22 What a real Bitcoin quantum attack would look like 20:19 How much Bitcoin is actually vulnerable? 26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice 35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck 41:02 Ethereum’s exposure: smaller, but not zero 45:43 Ethereum’s tougher roadmap: three layers, three upgrades 50:29 The execution-layer plan: replace ECDSA without killing throughput 57:56 Post-quantum, post-AI cryptography 1:03:36 BLS, KZG, LeanVM, and the rest of the stack 1:06:42 Is this bigger than the Merge? 1:17:21 If Bitcoin stumbles, does all crypto stumble too? 1:19:35 “Quantum is not a challenge—it’s an opportunity” 1:21:27 AI, quantum, crypto and the 2032 convergence 1:28:04 Harvest now, decrypt later 1:30:09 Defensive accelerationism and Ethereum’s role 1:39:10 Stoicism, P-doom, and why he keeps building
1:44:00

LIVE NOW - Ethereum’s Quantum Plan Before Q-Day Quantum is no longer a distant thought experiment. Justin Drake joins Bankless to unpack: - when Q-Day could actually arriv,e - why Bitcoin and Ethereum face very different quantum risks, - what Ethereum’s post-quantum roadmap looks like, - why this upgrade could be bigger than the Merge, - and how quantum could become Ethereum’s chance to lead. --- TIMESTAMPS 0:00 When is Q-Day? 5:35 The moment quantum becomes crypto-relevant 10:11 How many qubits does it take to break crypto? 16:22 What a real Bitcoin quantum attack would look like 20:19 How much Bitcoin is actually vulnerable? 26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice 35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck 41:02 Ethereum’s exposure: smaller, but not zero 45:43 Ethereum’s tougher roadmap: three layers, three upgrades 50:29 The execution-layer plan: replace ECDSA without killing throughput 57:56 Post-quantum, post-AI cryptography 1:03:36 BLS, KZG, LeanVM, and the rest of the stack 1:06:42 Is this bigger than the Merge? 1:17:21 If Bitcoin stumbles, does all crypto stumble too? 1:19:35 “Quantum is not a challenge—it’s an opportunity” 1:21:27 AI, quantum, crypto and the 2032 convergence 1:28:04 Harvest now, decrypt later 1:30:09 Defensive accelerationism and Ethereum’s role 1:39:10 Stoicism, P-doom, and why he keeps building

Bankless

50,065 Aufrufe • vor 4 Monaten

LIVE NOW - Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict. Kamran Bokhari joins Bankless to unpack how the U.S. is trying to: - reshape the Middle East, - manage tensions with China and Russia, - transition from direct intervention toward a new model of burden-sharing, - have regional power balancing, and global restraint. Enjoy. -------------- TIMESTAMPS 0:00 Intro 0:56 Iran War Unstated Motives 10:03 Trump’s Goals 18:43 China’s Role 26:43 Venezuela & Cuba 28:22 US China Relationship 34:27 Optimizing Global Relationships 39:56 Iran War Best Approach 47:12 Does Iran Want to Negotiate? 51:30 Iran Regime Change 56:51 Israel Interests 1:00:36 Marco Rubio 1:05:24 Signal in the Noise 1:07:25 Closing & Disclaimers
1:08:21

LIVE NOW - Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict. Kamran Bokhari joins Bankless to unpack how the U.S. is trying to: - reshape the Middle East, - manage tensions with China and Russia, - transition from direct intervention toward a new model of burden-sharing, - have regional power balancing, and global restraint. Enjoy. -------------- TIMESTAMPS 0:00 Intro 0:56 Iran War Unstated Motives 10:03 Trump’s Goals 18:43 China’s Role 26:43 Venezuela & Cuba 28:22 US China Relationship 34:27 Optimizing Global Relationships 39:56 Iran War Best Approach 47:12 Does Iran Want to Negotiate? 51:30 Iran Regime Change 56:51 Israel Interests 1:00:36 Marco Rubio 1:05:24 Signal in the Noise 1:07:25 Closing & Disclaimers

Bankless

16,707 Aufrufe • vor 4 Monaten

I sat down with Jordi Visser to talk about this week's current events: - Elon Musk vs Donald Trump - economists don't believe the inflation data - bitcoin is coiling for a short squeeze - Circle IPO went very well - Stablecoins reveal an important truth - How portfolios will change with AI - Stock all-time high by end of year Enjoy! TIMESTAMPS: 0:00 - Intro 1:09 - Elon Musk vs Donald Trump 7:01 - Evaluating economic data 10:21 - Crypto & bitcoin outlook 18:08 - Circle IPO & stablecoins 20:30 - Expectations for the new digital economy 25:40 - Impact of AI on investing portfolio 33:54 - Will stocks still hit all-time highs? 40:02 - Where to follow Jordi
42:00

I sat down with Jordi Visser to talk about this week's current events: - Elon Musk vs Donald Trump - economists don't believe the inflation data - bitcoin is coiling for a short squeeze - Circle IPO went very well - Stablecoins reveal an important truth - How portfolios will change with AI - Stock all-time high by end of year Enjoy! TIMESTAMPS: 0:00 - Intro 1:09 - Elon Musk vs Donald Trump 7:01 - Evaluating economic data 10:21 - Crypto & bitcoin outlook 18:08 - Circle IPO & stablecoins 20:30 - Expectations for the new digital economy 25:40 - Impact of AI on investing portfolio 33:54 - Will stocks still hit all-time highs? 40:02 - Where to follow Jordi

Anthony Pompliano 🌪

76,019 Aufrufe • vor 1 Jahr

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?
1:12

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?

Ricardo

424,030 Aufrufe • vor 2 Monaten