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Microsoft Tests China’s Kimi K3 for Potential $600M Savings
Description
In this episode, we discuss Microsoft testing Kimi K3 and deploying AMD Helios, Robinhood Chain and StonkBrokers, and the expanding Iran tanker conflict.
0:00:00 Introduction
0:00:39 Crypto Headlines and Web3 Roundup
0:05:03 London Stock Exchange Plans Overnight Trading
0:08:38 Thunder, Lockheed and Defense Tech Marketing
0:11:46 IREN Signs $2.8B in AI Contracts
0:15:14 Clarity Act Lifts Crypto Markets
0:18:32 Oil, War and Strange Market Correlations
0:21:33 Is Crypto Decoupling From War?
0:25:44 Gacha, Pokémon and New Market Metas
0:29:43 Robinhood Chain and StonkBrokers
0:33:14 StonkBrokers’ RWA Yield Model
0:38:19 HOOD’s $160 Target and Prediction Market Risk
0:43:04 Microsoft Tests Kimi K3 and Deploys AMD Helios
0:47:40 Microsoft as the AI Aggregator Trade
0:50:53 Kimi Security, Guardrails and US AI Policy
0:54:38 AI Compute Demand and the Memory Trade
0:59:21 Iran Tanker Attack and Two-Chokepoint Risk
The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.