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ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate
Description
Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer.
David and Haseeb break down Anthropic’s secretive new AI model and why it could expose vulnerabilities across crypto, from smart contracts to core blockchain infrastructure, plus the growing divide around “Q-Day” and how urgent the quantum threat really is.
They also unpack Iran’s unexpected use of Bitcoin in global trade, the White House’s stance on stablecoin yields, and why the market feels stable on the surface while bigger risks continue to build.
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TIMESTAMPS & RESOURCES
0:00 Intro
1:56 Ceasefire in Iran
https://images.wsj.net/im-97657631
https://x.com/KobeissiLetter/status/2041728989119529307
https://x.com/WatcherGuru/status/2041867478033195336
15:43 Two Polymarkets of Relevance
https://polymarket.com/event/iran-x-israelus-conflict-ends-by
70% chance the conflict ends by April 30
https://polymarket.com/event/will-the-us-invade-iran-before-2027
30% chance!
17:50 Anthropic Releases Project Glasswing
https://x.com/AnthropicAI/status/2041578392852517128
https://red.anthropic.com/2026/mythos-preview/
https://x.com/DarioAmodei/status/2041580338426585171
https://x.com/hosseeb/status/2041579488224657581
https://x.com/kevinsxu/status/2042065892658258357
https://x.com/nic_carter/status/2041256570462326843
48:49 Satoshi is Adam Back?
57:44 The White House Weighs in on the Stablecoin Yield Debate
https://www.whitehouse.gov/research/2026/04/effects-of-stablecoin-yield-prohibition-on-bank-lending/
1:02:04 $MON trading above ICO price!
https://www.coingecko.com/en/coins/monad
1:05:47 Closing