This week @jvisserlabs and I break down the $6 billion Binance hack, what it means for bitcoin, and the rise of AI-driven cyber attacks. We also discuss Anthropic’s S-1…
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This week @jvisserlabs and I break down the $6 billion Binance hack, what it means for bitcoin, and the rise of AI-driven cyber attacks. We also discuss Anthropic’s S-1, Microsoft’s 60,000-person bu…
This week @jvisserlabs and I break down the $6 billion Binance hack, what it means for bitcoin, and the rise of AI-driven cyber attacks. We also discuss Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, Eli Lilly’s record quarter, interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI trade. YouTube: https://t.co/XegButftWj Apple: https://t.co/sNkRvTYHwv Spotify: https://t.co/lzvpWdSecN TIMESTAMPS: 0:00 - Intro 0:56 - Binance $6B hack & AI cyber threats 9:13 - Bitcoin volatility, tokenization & key price levels 13:32 - FTX parallels: is the bottom in? 21:15 - AI bubble fears vs exploding fundamentals 24:15 - Microsoft’s 60,000 buyouts & labor vs capital 29:11 - Anthropic S-1 & why bitcoin is the purest AI trade 34:06 - Private market valuations & slow AI adoption 38:41 - Eli Lilly’s record quarter 48:29 - Cybersecurity stocks & Palantir 49:37 - AI use cases & Silvia Legacy
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