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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... show more

The All-In Podcast

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stevenmarkryan

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🚨EMERGENCY EPISODE 🚨 What does the escalation in Iran mean for markets? Mike Novogratz and I discuss: -How to trade in a war situation like Iran? -What can we learn historically about the war in Iran? -Job numbers outperformed expectations -SpaceX IPO most expensive in history?! -Quantum threat to Bitcoin? and more. Watch on X and YouTube. Link in comment 👇🏼 Timestamps 0:00 Mooch & Novo are back! 1:05 Jobs numbers outperformed expectations 4:33 Odds of recession by the end of 2026? 5:34 Fear greed index is a 9, is this troubling? 7:10 The resilience of Bitcoin 8:57 Is there any reason to be optimistic? 11:32 Can we get out of this without secularization of Iran? 13:24 What can we learn historically about the Iranian situation? 14:30 How do you trade in a situation like this? 17:01 What does this situation do to markets? 19:37 Trade Ideas: Defense, Airlines, Gold, Treasuries 26:43 SpaceX IPO: $2T Valuation & Market Top Signal 29:52 Quantum threat to Bitcoin? 30:58 Final Thoughts: Inflation, Politics & Market Outlook

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Anthony Scaramucci

50,690 views • 1 month ago

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Tucker Carlson

5,705,053 views • 1 year ago

.Niall Ferguson on warfare and the failings of Congress. 00:00 — Preview 00:36 — Why should Americans care about Iran? 05:14 — Operation Epic Fury 08:25 — Niall's Iran predictions 10:54 — The return of political violence 14:37 — Why have there been so many assassination attempts on President Trump? 16:37 — The tradition of American populism 18:19 — Are we Rome? 20:04 — The corruption of the elites 21:52 — What would it mean to win the Iran War? 27:58 — Inconsistent messaging 30:09 — TDS & sycophants 31:29 — China, Russia, & "Little Rocket Man" 36:12 — Disillusionment, hypocrisy, & antisemitism 39:14 — The destruction of William F. Buckley's life's work 40:53 — Niall's criticisms of President Trump's messaging 43:06 — Arguing about war (online) 43:55 — Q&A: Is war inevitable? 48:01 — Q&A: Cold War II 49:43 — Q&A: Polarization & radicalization in the UK 51:07 — Q&A: Israel's upcoming elections 53:20 — Q&A: Will the U.S. Constitution fail? 55:53 — Q&A: The U.S. government's relationship with Anthropic 59:07 — Q&A: "If you want peace, prepare for war" Recorded: April 26, 2026 at UATX.

.Niall Ferguson on warfare and the failings of Congress. 00:00 — Preview 00:36 — Why should Americans care about Iran? 05:14 — Operation Epic Fury 08:25 — Niall's Iran predictions 10:54 — The return of political violence 14:37 — Why have there been so many assassination attempts on President Trump? 16:37 — The tradition of American populism 18:19 — Are we Rome? 20:04 — The corruption of the elites 21:52 — What would it mean to win the Iran War? 27:58 — Inconsistent messaging 30:09 — TDS & sycophants 31:29 — China, Russia, & "Little Rocket Man" 36:12 — Disillusionment, hypocrisy, & antisemitism 39:14 — The destruction of William F. Buckley's life's work 40:53 — Niall's criticisms of President Trump's messaging 43:06 — Arguing about war (online) 43:55 — Q&A: Is war inevitable? 48:01 — Q&A: Cold War II 49:43 — Q&A: Polarization & radicalization in the UK 51:07 — Q&A: Israel's upcoming elections 53:20 — Q&A: Will the U.S. Constitution fail? 55:53 — Q&A: The U.S. government's relationship with Anthropic 59:07 — Q&A: "If you want peace, prepare for war" Recorded: April 26, 2026 at UATX.

University of Austin (UATX)

21,227 views • 3 months ago

In Depth Analysis on The Road to WAR With Iran... HOW We Got Here and What Happens Next! Myron Gaines ⏲️TIME STAMPS⏲️ 00:00 - Introduction to Middle East Conflict and Israel's Role 03:43 - Israel's Avoidance of the Palestine Question 04:13 - Abraham Accords: Arab Recognition of Israel (2020) 08:45 - Israel's Policy and the Fall of the Middle East 14:40 - October 7th Attacks and the Hannibal Directive 16:39 - Israel's Destruction of Gaza Post-October 7 22:13 - Middle East Countries' Involvement in Conflict 27:44 - Israel's Sneak Attack on Iran's Air Defense 35:16 - Iran's Response and Military Buildup After 12-Day War 36:40 - US Sanctions on Iran and Russia: Effectiveness Questioned 43:18 - US Air Superiority Challenged by Russia and China 48:22 - Iran's Deal for Supersonic Anti-Ship Missiles from China 53:36 - Venezuela's Proximity to US and Military Weakness 56:00 - China's Oil Interests in the Strait of Hormuz 58:13 - China's Strategic Support for Iran Against the West 1:00:32 - Trump's State of the Union on Iran Avoiding War 1:05:03 - US Hesitation to Attack Iran Due to Potential Costs 1:09:47 - War with Iran: Unfavorable Outcomes for the US

In Depth Analysis on The Road to WAR With Iran... HOW We Got Here and What Happens Next! Myron Gaines ⏲️TIME STAMPS⏲️ 00:00 - Introduction to Middle East Conflict and Israel's Role 03:43 - Israel's Avoidance of the Palestine Question 04:13 - Abraham Accords: Arab Recognition of Israel (2020) 08:45 - Israel's Policy and the Fall of the Middle East 14:40 - October 7th Attacks and the Hannibal Directive 16:39 - Israel's Destruction of Gaza Post-October 7 22:13 - Middle East Countries' Involvement in Conflict 27:44 - Israel's Sneak Attack on Iran's Air Defense 35:16 - Iran's Response and Military Buildup After 12-Day War 36:40 - US Sanctions on Iran and Russia: Effectiveness Questioned 43:18 - US Air Superiority Challenged by Russia and China 48:22 - Iran's Deal for Supersonic Anti-Ship Missiles from China 53:36 - Venezuela's Proximity to US and Military Weakness 56:00 - China's Oil Interests in the Strait of Hormuz 58:13 - China's Strategic Support for Iran Against the West 1:00:32 - Trump's State of the Union on Iran Avoiding War 1:05:03 - US Hesitation to Attack Iran Due to Potential Costs 1:09:47 - War with Iran: Unfavorable Outcomes for the US

Myron Gaines Clips

66,453 views • 5 months ago

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Bankless

518,352 views • 4 months ago

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

5,559,355 views • 1 year ago

Professor Jiang Xueqin on how this war is likely to go and what happens to the world. (0:00) How Will the Iran War Be Resolved? (7:33) The 3 Major Trends We Will See Due to This War (11:28) Will Japan Become a Nuclear-Armed Power? (16:06) The Future of South Korea (20:12) The Energy Crisis (25:23) The Future of the GCC and Iran (29:57) The Greater Israel Project (35:11) How US Ground Troops Will Change the War (36:46) Prof. Xueqin’s Advice to Donald Trump (38:49) Is It Possible for the US to Get Israel Under Control? (45:03) What Role Does Trump Play in All This? (48:21) The Future of North America (54:59) Are We Seeing the End of Europe? (1:00:58) How Many Americans Truly Understand What’s Happening in the World? (1:03:50) The Effort to Destroy Western Civilization

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Tucker Carlson

5,440,094 views • 4 months ago

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

Anthony Pompliano 🌪

673,684 views • 2 months ago

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

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 views • 4 months ago

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

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

3,634,511 views • 5 months ago

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

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 views • 1 year ago

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

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 views • 4 months ago

EARLY DROP FOR A BIG EPISODE! 🚨 US Under Secretary of War Emil Michael joins to break down the two biggest topics: the Iran War and Anthropic vs the Pentagon -- War with Iran: The Bigger Picture -- USA's new approach to warfare -- Pentagon vs Anthropic: How it went down -- Valuing Anthropic after the Pentagon fallout -- State of the US defense tech market ++ MUCH more Under Secretary of War Emil Michael (0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

EARLY DROP FOR A BIG EPISODE! 🚨 US Under Secretary of War Emil Michael joins to break down the two biggest topics: the Iran War and Anthropic vs the Pentagon -- War with Iran: The Bigger Picture -- USA's new approach to warfare -- Pentagon vs Anthropic: How it went down -- Valuing Anthropic after the Pentagon fallout -- State of the US defense tech market ++ MUCH more Under Secretary of War Emil Michael (0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

The All-In Podcast

166,863 views • 5 months ago