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Why Sam Enzer Says the Fable 5 Ban Should Worry Crypto
Why Sam Enzer Says the Fable 5 Ban Should Worry Crypto

The US government issued a Friday-night export control directive against Anthropic's Fable 5, citing a jailbreak that could expose advanced cyber cap…

3 weeks, 6 days ago

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Why the AI Business Model Is Cracking and How Crypto Could Help Fix It
Why the AI Business Model Is Cracking and How Crypto Could Help Fix It

OpenAI, Anthropic, SpaceXand the AI IPO cycle face a structural problem: a cheap, capable open source exit is already drawing enterprise users away b…

1 month ago

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Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi: Uneasy Money
Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi: Uneasy Money

Claude Fable 5 refuses security work, Kain Warwick pulls $5,000 of compute from a $200 plan, and Humanity Protocol loses its bridge, token, and treas…

1 month ago

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The Chopping Block: Zcash Infinite Mint Bug + AI Hackers vs Formal Verification + NEAR's Agent Vision
The Chopping Block: Zcash Infinite Mint Bug + AI Hackers vs Formal Verification + NEAR's Agent Vision

Mert and Illia autopsy a brutal weekend in crypto: Saylor's $3M test sale that taught him there's no sell button, the Zcash bug Claude found that cou…

1 month ago

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How Claude Found Zcash's Counterfeiting Bug
How Claude Found Zcash's Counterfeiting Bug

For three years, a counterfeiting bug sat live inside Zcash's shielded pool, and no one noticed. Then Taylor Hornby pointed a custom Claude Opus 4.8 …

1 month ago

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Why Saylor's 'Inoculate' Comment May Be a Signal He'll Sell More Bitcoin
Why Saylor's 'Inoculate' Comment May Be a Signal He'll Sell More Bitcoin

About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and w…

1 month ago

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What Two DOJ Cases Reveal About the Legal Risks of Prediction Markets: Bits + Bips
What Two DOJ Cases Reveal About the Legal Risks of Prediction Markets: Bits + Bips

Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh’s impossible first week, and why crypto is the unsexy trade r…

1 month, 1 week ago

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Is Polymarket's Oracle Problem Getting Out of Hand? - Uneasy Money
Is Polymarket's Oracle Problem Getting Out of Hand? - Uneasy Money

Circle froze $12M in a DeFi pool on a Friday court order, trapping users who had nothing to do with the dispute. . Polymarket couldn't resolve a Stra…

1 month, 1 week ago

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Why Mike Dudas Has Zero Exposure to ETH, but Is Bullish on Hyperliquid
Why Mike Dudas Has Zero Exposure to ETH, but Is Bullish on Hyperliquid

Mike Dudas holds zero ETH and sees Hyperliquid as crypto's Tether moment. He also has a clear framework for what makes a token worth buying.

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1 month, 1 week ago

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Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin
Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin

Jeff Dorman on why Strategy's four stakeholder classes are all losing, and why Saylor should have sold $2B of Bitcoin at once instead of $2.5M.

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1 month, 1 week ago

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