Podcast Episodes
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Markets Rally On US-Iran Ceasefire Deal
In this episode, we discuss the US-Iran tentative ceasefire sending risk assets higher, Zcash and Monad leading a crypto risk rebound, and Anthropic'…
3 weeks, 4 days ago
Iran War: Peace Or Escalation?
In this episode, we discuss the SABIC petrochemical facility strike in Saudi Arabia, Ethena's proposal to add four new collateral types to USDe, and …
3 weeks, 5 days ago
SpaceX Files For IPO At $1.75 Trillion Valuation
In this episode, we discuss the equity sell-off and oil surge following Trump's address on Iran, the SpaceX IPO filing targeting a $1.75 trillion val…
1 month ago
OpenAI Raises $122B at $852B Valuation Ahead of IPO
In this episode, we discuss risk assets rallying on Iranian messaging that the war could end with guarantees, OpenAI's record $122B funding round, an…
1 month ago
Google Publishes Quantum Paper Exposing Crypto Vulnerability
In this episode, we discuss Trump's conflicting signals on the Iran conflict and their impact on oil and equities, and Google's quantum computing pap…
1 month ago
Oil Surges Past $100 as US Deploys 50K Troops to Middle East
In this episode, we discuss oil breaking above $100 as American ground troops deploy to the Middle East, Bitcoin and risk assets spiking on Trump's S…
1 month ago
Trump Extends Iran Energy Strike Pause By Another 10 Days
In this episode, we discuss Trump's 10-day Iran strike pause, Bitcoin sliding toward $66K as oil surges, and whether TAO's pullback is a buying oppor…
1 month ago
Whop Brings 6% Yield to 21M Users via Aave and Plasma
In this episode, we discuss oil surging on Middle East escalation fears, Whop partnering with Aave and Plasma for 6% on-chain treasury yield, and Tra…
1 month, 1 week ago
Claude Code Auto Mode Lets AI Decide What To Do Next
In this episode, we discuss oil falling to $86 on Iran negotiation reports, Circle crashing 20% as the Clarity Act seeks to prevent stablecoin intere…
1 month, 1 week ago
Brent Moves Back Above $100 As Bitcoin Crosses $71K
In this episode, we discuss Bitcoin's resilience above $71K as it decouples from equities, Brent crude recovering above $100 amid diminishing returns…
1 month, 1 week ago