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SK Hynix U.S. Debut Raises Stakes in the AI Memory Race
Description
In this episode, we discuss SK Hynix’s U.S. debut, Ethereum’s use of AI bug hunters, and Hyperliquid and Phantom’s push for on-chain-native CFTC rules.
00:00 Introduction
01:21 Crypto Headlines and Web3 Roundup
09:39 The Frontier AI Model Race Heats Up
14:08 AI Compute, Data and Frontier Model Economics
20:35 Grok as an Agentic Coding Worker
26:12 GPT-5.6 Computer Use and the OpenClaw Question
32:06 SK Hynix's U.S. Market Debut
37:00 CLARITY Act Odds and Crypto Trade Setups
42:41 DoubleZero's Blockchain Infrastructure Play
47:01 Ethereum's AI Bug Hunters
52:57 Hyperliquid and Phantom's CFTC Push
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