Podcast Episodes

From AGI to RSI: Bitcoin Slides While the AI Markets Rise

In this episode, we unpack bitcoin's pullback toward $73K while AI-related capital formation and infrastructure investment continue to accelerate.

Th…

14 hours ago

OpenAI vs. Anthropic, Bitcoin's Retreat & Quantum Nationalism

In this episode, we break down reports that OpenAI generated approximately $5.7 billion in Q1 revenue while its rival, Anthropic, targets nearly $11 …

1 week ago

Cerebras IPO Makes Headlines While Digital Assets Reload

In this episode, we unpack Cerebras Systems' blockbuster IPO and how it may reignite momentum across the AI infrastructure trade. We also discuss the…

2 weeks ago

The Rise of HardFi: Tokenized Commodities, Real-World Assets, and the Next Era of DeFi with Kieren James-Lubin

In this episode, we welcome back Kieren James-Lubin to explore the evolution of blockchain infrastructure from the earliest days of Ethereum to the e…

2 weeks ago

Tech Bubble or AI Cycle? Plus Stablecoins Go Corporate

In this episode, we unpack whether today's AI-driven market may resemble the dot-com bubble of 2000 or the early innings of a multi-decade technologi…

3 weeks ago

C-Shaped Economy? Big Money Moves, Bitcoin Power Plays & Anthropic's Race towards $900B

In this episode, we unpack the macro and tech landscape, from Bitcoin nearing $80K amid persistent geopolitical tensions, inflation concerns, and a s…

4 weeks ago

Whales, Wagers, and $60B AI Deals

In this episode, we break down what may be fueling Bitcoin's latest move toward $80K, analyzing whether whale activity and ETF inflows can signal a p…

1 month ago

Oil, AI, and a 600% Shoe Rally, What's Going On?

This week's episode covers the reopening of the Strait of Hormuz and explores how global markets, including crypto markets, may be reacting to shifts…

1 month, 1 week ago

Meet Sorbet, A Stablecoin Powered Neobank For The GCC

In this episode, Maher Ayari, co-founder of Sorbet, discusses the current state of cross-border payments and the potential role of stablecoins in imp…

1 month, 2 weeks ago

The Cost of Compute: Economics 101 on Time, Money, and Energy Tradeoffs

In this episode, we cover Bitcoin's first positive monthly performance since September 2025, unpacking what may be driving momentum and how macro fac…

1 month, 3 weeks ago