Podcasts about Cape

Lester Kiewit speaks to Hanover Park fashion designer Zughdi Mohammed who says the SANDF confiscated his custom-made camouflage pants, saying he was violating national regulations preventing civilians from wearing the camouflage pattern which is reserved exclusively for use by the South African National Defence Force. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.

Dimenticatevi la puntualità: anche oggi Alex Raccuglia trasforma il tragitto in ufficio in un laboratorio di idee, tra clacson, parolacce e un'intuizione geniale. In questo episodio di *The Morning Run*, si parte da un banale (ma rocambolesco) problema di export video per un cliente in Ungheria e si arriva a sfornare un'applicazione desktop completa, professionale e visivamente pazzesca in puro stile *Vibe Coding*.Scopri come un intoppo sul downmix audio da 8 a 2 canali e una mezza figuraccia sui LUFS (che in Italia sono a -24 e all'estero sono precisi al millimetro) hanno acceso la scintilla. Alex ci porta dietro le quinte del suo workflow di programmazione agentica, spiegando come ha orchestrato Claude Opus, Gemini e ChatGPT per creare in poche ore un tool che fa analisi dei file, controlla le forme d'onda, adatta i parametri broadcast per ogni nazione e, soprattutto, fa una scena incredibile con vettorscopi e waveform che non servono a nulla, ma sono bellissimi da vedere. Un racconto che è un inno al “fare”, dove un prototipo diventa un prodotto vendibile prima ancora di arrivare in ufficio.**Tech Radar: brand, tool e servizi citati nella puntata**Ecco tutti i protagonisti tecnologici di questo episodio, smontati e spiegati:*   **

Welcome back to the history of South Africa podcast with me your host, Des Latham. This is episode 286 - Johannesburg is proclaimed but the flow of water and cash provs challenging. We'll start however, with the Orange Free State. Its president Johannes Brand was certainly carved from an original chunk of Boer marble — even the British empire recognized his magnificence, at least, Queen Victoria, who was knighted him. Brand was one of the main movers behind the first attempt at uniting the Boer Republics of the Transvaal and Orange Free State but the open hostility by Paul Kruger and the Burghers of the Transvaal scuttled his plans. President Brand had been voted into office in 1872 and for the next 20 years, the Free State was characterised by relative tranquility and modest prosperity. After Britain formally annexed Basutoland and Griqualand West, the Free State experienced a few ructions, but there was little friction between the Afrikaaners and their English compatriots. Brand was steadfast in his belief that the Republics should remain neutral when it came to Great Britain, while Paul Kruger's Transvaal was openly hostile to London. The Free State leader was a warded the Knight Grand Cross of the Order of St Michael and St George by Queen Victoria in 1882, turning Brand into Sir Johannes Brand. That rankled the still more. Kruger wanted utter independence, whereas Brand was willing to negotiate based on what was best for the Free State. A deeply religious man, Johannes Brand was extremely popular with the burghers of the Orange Free State, and his expression "alles zal recht komen als elkeen zijn plicht doet" (all will be well if everyone does his duty) is one of the most recognisable sayings of his presidency. Nor were there serious difficulties with black Free Staters, mainly because in the Free State, blacks had no rights and couldn't own land and avoided the territory. It wasn't like the Cape, where jobs abounded. In 1885, there were about an equal number of blacks and whites living in the Free State, with the independent Basutoland on the eastern border and territory around Thaba ‘Nchu prosperous under Basutho chief, Moroka the second. The Total population of the Free State in 1885 was 140 000 — smaller than most counties in England, which is amazing because the Free State was almost exactly the same size as the whole of England. Free State is 129 825 square kilometers, England is 130 279 square kilos. The Free State also lay directly between the Cape, which England controlled, and the Transvaal, which it thought of as a suzereignty. The reason for all this preamble is that railways were coming to South Africa, albeit slowly. In 1885, there were only 1 318 miles of track in operation and 1 213 of those were in the Cape, 115 miles in Natal. By contrast, 5 133 miles of track had been laid in Australia, and even New Zealand had longer lines - 1 486 miles. The new gold fields of the Witwatersrand were going to need railway lines urgently. By the end of July 1886 a crowd of 600 diggers had rushed to the district and had camped on two main farms, Turftontein and Doornfontein. Unlike the early rush to Kimberley, in this case there were no black diggers because of the discriminatory legislation prohibiting blacks from owning claims in the Transvaal. The South African Republic had passed a law in 1885 explicitly excluding blacks from buying or working their own claims or even dealing in precious stones and metals. They were practicing their race-based legislating for a much more refined version which would pop up in the 20th Century. But there was another reason which haunts Johannesburg to this day — there was very little water particularly during winter. Millions of litres were required to wash the ore and sieve the gold, no water, no mining. Providing water was going to cost a fortune, something beyond the cash flow of small operators.

THE FINAL BELLMost people spend their lives trying to avoid getting knocked down. The ones who leave a legacy learn how to get back up. This episode is about leadership when nobody is watching, discipline when life takes your kneecaps, and refusing to quit when the scorecards say you're finished. From a fourteen-year-old kid getting lapped in a BMX race to the lessons hidden inside Rocky's fifteen rounds, this isn't about winning every fight. It's about answering the bell one more time. Because champions aren't remembered for perfect records. They're remembered for refusing to stay on the canvas. Pedal. Fight. Finish.

Markets can go sideways for ten or fifteen years. The CAPE ratio sits at 42. Global debt is stretched, and retail investors are piling into property, Bitcoin, and leveraged ETFs. So what happens next, and how do you position for it?In this special two-part episode, Steve Moriarty and Jacob Senior lay out an investment philosophy built to work through the entire market cycle, not just the good years. Drawing on Nassim Taleb's Incerto, the Kelly Criterion, and the risk-first thinking of investors like Ed Thorpe, Steve explains what separates fragile portfolios from robust ones, and robust ones from truly antifragile ones. You'll hear why the "time the market versus time in the market" debate is a false choice, the two scenarios Steve thinks are most likely from here (a GFC-style crash, or a Japan-style deleveraging that grinds asset prices lower over ten to twenty years), and how Taleb's three categories, coffee cups, weights, and everything in between, apply to the assets sitting in your portfolio right now.Part 2 will cover how to actually build the portfolio.If you want to think differently about your money, learn more about our approach at totalmoneymanagement.com.au, or take our free investor personality assessment at totalmoneymanagement.com.au/Enneagram-types to find out what kind of investor you are.This podcast is for informational purposes only and does not constitute financial advice. Total Money Management | AFSL 568642.

Welcome back to the history of South Africa podcast with me your host, Des Latham. This is episode 286 - Johannesburg is proclaimed but the flow of water and cash provs challenging. We'll start however, with the Orange Free State. Its president Johannes Brand was certainly carved from an original chunk of Boer marble — even the British empire recognized his magnificence, at least, Queen Victoria, who was knighted him. Brand was one of the main movers behind the first attempt at uniting the Boer Republics of the Transvaal and Orange Free State but the open hostility by Paul Kruger and the Burghers of the Transvaal scuttled his plans. President Brand had been voted into office in 1872 and for the next 20 years, the Free State was characterised by relative tranquility and modest prosperity. After Britain formally annexed Basutoland and Griqualand West, the Free State experienced a few ructions, but there was little friction between the Afrikaaners and their English compatriots. Brand was steadfast in his belief that the Republics should remain neutral when it came to Great Britain, while Paul Kruger's Transvaal was openly hostile to London. The Free State leader was a warded the Knight Grand Cross of the Order of St Michael and St George by Queen Victoria in 1882, turning Brand into Sir Johannes Brand. That rankled the still more. Kruger wanted utter independence, whereas Brand was willing to negotiate based on what was best for the Free State. A deeply religious man, Johannes Brand was extremely popular with the burghers of the Orange Free State, and his expression "alles zal recht komen als elkeen zijn plicht doet" (all will be well if everyone does his duty) is one of the most recognisable sayings of his presidency. Nor were there serious difficulties with black Free Staters, mainly because in the Free State, blacks had no rights and couldn't own land and avoided the territory. It wasn't like the Cape, where jobs abounded. In 1885, there were about an equal number of blacks and whites living in the Free State, with the independent Basutoland on the eastern border and territory around Thaba ‘Nchu prosperous under Basutho chief, Moroka the second. The Total population of the Free State in 1885 was 140 000 — smaller than most counties in England, which is amazing because the Free State was almost exactly the same size as the whole of England. Free State is 129 825 square kilometers, England is 130 279 square kilos. The Free State also lay directly between the Cape, which England controlled, and the Transvaal, which it thought of as a suzereignty. The reason for all this preamble is that railways were coming to South Africa, albeit slowly. In 1885, there were only 1 318 miles of track in operation and 1 213 of those were in the Cape, 115 miles in Natal. By contrast, 5 133 miles of track had been laid in Australia, and even New Zealand had longer lines - 1 486 miles. The new gold fields of the Witwatersrand were going to need railway lines urgently. By the end of July 1886 a crowd of 600 diggers had rushed to the district and had camped on two main farms, Turftontein and Doornfontein. Unlike the early rush to Kimberley, in this case there were no black diggers because of the discriminatory legislation prohibiting blacks from owning claims in the Transvaal. The South African Republic had passed a law in 1885 explicitly excluding blacks from buying or working their own claims or even dealing in precious stones and metals. They were practicing their race-based legislating for a much more refined version which would pop up in the 20th Century. But there was another reason which haunts Johannesburg to this day — there was very little water particularly during winter. Millions of litres were required to wash the ore and sieve the gold, no water, no mining. Providing water was going to cost a fortune, something beyond the cash flow of small operators.

Privacy is having a moment in crypto. As competition heats up, the pitfalls of the technology around the quantum threat, regulatory risk and more make the trajectory hard to predict. A counterfeit bug sat undetected in Zcash's Orchard privacy pool for four years, capable of minting an unlimited supply of untraceable coins, illustrating the risks of one of the hottest crazes in crypto. Joe Andrews, CEO of Aztec Labs, Jarrad Hope, founder of Logos, and Mert Mumtaz, cofounder and CEO of Helius, join Laura Shin to argue the bug is less alarming than what it reveals: cryptographic privacy is difficult to get right, and the industry is racing to get it right anyway, because institutions will not come onchain without it. They cover Zcash's quantum-recoverable Ironwood upgrade and the turnstile proving the counterfeit coins never moved, Ethereum's sprawling privacy roadmap and the risk it arrives too late, Logos' mixnet built to protect validators from block relays now censoring transactions, and why all three see Canton's private stablecoins as little more than a bank with extra steps. The fight over what actually counts as privacy on a blockchain is only getting started. Host ⁠Laura Shin⁠ - Founder, CEO and Host of Unchained Guest ⁠Joe Andrews - CEO of Aztec Labs ⁠Jarrad Hope - Founder of Logos ⁠Mert Mumtaz - Cofounder and CEO of Helius Sponsor ⁠Cape⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠   (use code: UNCHAINED). Timestamps:

BitMEX shut down without an angry tweet. Offchain Labs CEO Steven Goldfeder joins Kain and Taylor on why dead tokens never get that mercy. Plus, Kyle Samani's Multicoin blowup. ======================================================== Thank you to our sponsors! ⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠ (use code: UNCHAINED). ======================================================== BitMEX shut down after 11 years and crypto Twitter answered with nostalgia. When a token project dies, the same audience spends weeks dragging it. Steven Goldfeder, co-founder and CEO of Offchain Labs, the team behind Arbitrum, joins Kain Warwick and Taylor Monahan to work through why. Goldfeder argues crypto's grant-funded, revenue-optional era is over, and explains why Arbitrum licensed its stack so that partners like Robinhood Chain have to keep paying for it, while Base pays Optimism. They trace the DPRK crewhacking crews now rotating through bridge exploits, debate whether Uniswap's new permissioned pools point toward tokens that carry real investor rights, and ask Goldfeder whether he would trade Arbitrum's open token for a restricted one only a fraction of the world could hold. The conversation closes on Kyle Samani telling Solana builders that Multicoin, the firm he co-founded, is working against them, and what that says about how much of an ecosystem can rest on a single fund. Hosts: ⁠⁠⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠⁠⁠ - Host of Uneasy Money and Founder of Infinex and Synthetix ⁠⁠⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠⁠⁠ - Co-host of Uneasy Money and Security Expert Guest: ⁠⁠⁠⁠⁠Steven Goldfeder - Co-Founder and CEO of Offchain Labs Timestamps

Individually they were just like those guys who like to hang around the comic book shop and talk comics but together they form the Earth's Mightiest Podcast! IN THIS EPISODE We talk about the... Avengers books of June 2026 Avengers - Armageddon #1 Captain America #12 Doomquest #2 Iron Man #6 Quick Hits Ultimate Impact Reborn #1-2 Imperial Guardians #4 Fantastic Four #12 Wonder Man #4 [EMP RSS] Subscribe [RSS All] Subscribe [Google Play All] Subscribe [iTunes] Subscribe Music: EMP theme song By Tribe One http://tribeonewon.wordpress.com/ Email: TheAvengers@EarthsMightiestPodcast.com Website: http://www.EarthsMightiestPodcast.comFacebook Group: https://www.facebook.com/groups/EMPcast/Viet's Website: http://www.comedianviet.com Check out Seth's comic Dalrak the Mighty on Global Comix!

Drop us a line or two . . .The episode kicks off with Queenie sharing a genuinely sweet midweek adventure: she took two of her assignee's kids — a 17-year-old and a 13-year-old — to the Cheesecake Factory while their parents were opening a bank account. The older one was laser-focused on driving regulations and motorcycle licenses (Queenie admirably held her tongue on the motorcycle safety speech). The younger one? Entirely concerned with what time school starts and what's for breakfast. Kids, man. Dad, who's been in the country solo for five months waiting for his family to arrive, looked — her words — so happy and so relieved. It's a quietly moving little story buried in a Tuesday errand.Then it's time for the cannabis check-in. TT has consumed — a Flora Cal Farms gummy, working through her stash while counting down the days to her Massachusetts trip and a restock. Queenie jumps on that segue to mention there's a governor's race heating up, with one candidate planning to fund state needs through cannabis revenue — you know, the things the federal government has apparently decided are optional. Before anyone can get too excited, Queenie drops a bombshell: Massachusetts may have a ballot initiative this November to *repeal* recreational cannabis legalization. Not scale back, not adjust — repeal. The culprit being cited for upticks in youth cannabis use? Largely unregulated hemp-derived products sold at gas stations, not licensed dispensaries — which, it should be noted, run tighter ID checks than New York. Opponents want to return to a decriminalized-but-not-legal framework. The ladies are bewildered but not surprised. Meanwhile, California's state fair just made cannabis its biggest attraction ever, complete with consumption areas. Conflicting signals, as always.The research corner delivers something genuinely hopeful: a phase-two London trial involving 120 dementia patients found that nearly 90% receiving THC and CBD showed significantly reduced agitation over twelve weeks, compared to typical anti-agitation medications. For anyone who has watched a family member with advanced dementia deteriorate — or watched a caregiver reach their absolute limit — this lands. Queenie notes that agitation is often the tipping point when families say they can't do it anymore. No serious safety issues were reported. Caveats noted (not peer-reviewed, not a first-line therapy, professional supervision required), but the hope is real and both hosts feel it.The "Wait, What?" segment this week is actually a delight: French Sundays. The concept, apparently trending, is simply treating Sunday as the French traditionally do — a full day of rest, family, and absolutely nothing productive. No errands, no scheduled activities, just slow and still. Queenie and Queenie both immediately recognize it as childhood. Before stores were open seven days, before travel sports, before the internet had opinions about your productivity — Sunday was just *off*. The deeper point: you have to be able to do it guilt-free. Not white-knuckling your way through a nap while mentally listing everything you're ignoring. Just... being. Self-hibernation, as Queenie puts it. The episode later ends with TT performing an original French Sundays poem — wine at noon, bread, cheese, no apologies — and it's genuinely lovely.TT's Choice lands on number 23: hot flashes forever vs. night sweats forever. Neither is good. TT picks night sweats immediately — at least you're not performing a personal inferno for a live audience. Queenie agrees, recounting watching a woman her age just *become a furnace* mid-conversation. The solidarity is real. Queenie also admits she still gets the occasional night sweat — that sudden wash of heat moving through your body and then, yes, the cooling bamboo sheets she invested in are now cold and wet. They work. They do not work *enough.* The furnace wins. Another item for the list.Speaking of lists — the Fuck It List delivers this week, and it's a genuine victory lap. The mystery of the missing keys (lost eleven times, found in the bra, the freezer, the planter by the stairs, the coat pockets) has been solved. Queenie zip-tied the key ring directly to the purse. The purse never leaves her mother's side. The lanyard is long enough that she doesn't have to lift the entire purse to unlock a door. No tech, no app, no smart lock — just a six-inch zip tie and the accumulated frustration of a devoted, exhausted daughter who finally said *fuck it* and handled it. She felt triumphant. She deserved to.The episode closes with travel energy — TT and her partner are packing for the Cape, with TT's approach being "throw things on the bed and hope for the best" versus her partner's meticulous shirt count. A suitcase mostly of new underpants is involved. Brynn (daughter) has passed her unofficial puppy audition after successfully dog-sitting, and the puppy in question is growing fast and already doing a 30-second sit-stay before dinner. The pig update is, as always, essential: Bartholomew the 180-pound pet pig demands exactly three Cheerios after using the litter box, has claimed the couch permanently, and once hid himself entirely under a mountain of blankets — invisible, enormous, content. His unofficial co-owner would apparently not contest sole custody. The pig whisperer of the situation? Linda. Alan will not go near it.Next episode, TT will be seaside. Queenie will be counting the days. Everyone is encouraged to try a French Sunday.---## SHORT SUMMARYQueenie meets her assignee's kids over Cheesecake Factory excess, TT works through her cannabis stash while Massachusetts considers *repealing* recreational legalization, and a London dementia study offers real hope about THC and CBD for agitation. Also: night sweats vs. hot flashes, the triumphant zip-tie solution to a lost-key saga, a 180-pound pig who demands three Cheerios post-litter-box, and a pitch for guilt-free French Sundays — complete with an original poem.---## TOP 5 PULL QUOTES**Queenie:** "I understand people who are concerned about heroin and drug use — that ruins your life. But come on, this is pot we're talking about. Not only is it not harmful in most cases when it's used judiciously, it's helpful to people. It's helpful to so many people."**TT:** "I'd have to pick night sweats, even though I still get them sometimes, because at least you're not in public — you're not flaring up and having people stare at you going, 'Dear, are you okay?'"**Queenie:** "Bring the zip ties, bring ingenuity, bring a solution born of love — and zip tie the key to the purse, the purse she never puts down."**TT:** "You have to be able to do it guilt-free. Not sit there thinking, 'God, I should be doing this, I'm just lazy, what is wrong with me?' Because sometimes that's what you need to do."**TT (French Sundays poem):** "No guilt, no hustle, no excuses. Just bread and cheese and no apologies. The French pour the wine at noon and stay there, and nothing productive is missed."---## EPISODE VIBEThis one is warm and a little weary in the best possible way — the kind of episode that feels like a long phone call with someone who gets it. There's genuine tenderness in the stories (a relieved dad reunited with his family after five months, a daughter zip-tying keys to her mother's purse with quiet, determined love), real anger at the absurdity of the cannabis policy landscape, and actual hope in the dementia research. The humor is lived-in rather than performed — night sweat solidarity, a pig who has claimed the couch and everyone just accepts it, a suitcase of underpants as legitimate travel strategy. French Sundays gives it a closing exhale, a collective permission slip to just stop for a minute. It's an episode that earns its wry tone because underneath it, these two are clearly paying attention to the world and to each other. Welcome to the Closet Disco Queen Pot-Cast, a #1 ranked Women in Cannabis (Feedspot, Million Pods; 2025) comedy podcast with music and pop culture references that keeps you laughing and engaged. Join our hosts, Queenie & TT as they share humorous anecdotes about daily life, offering women's perspectives on lifestyle and wellness. We dive into funny cannabis conversations and stories, creating an entertaining space where nothing is off-limits. Each episode features entertaining discussions on pop culture trends, as we discuss music, culture, and cannabis in a light-hearted and inclusive manner. Tune in for a delightful blend of humor, insight, and relatable stories that celebrate life's quirks and pleasures. Our Closet Disco Queen Pot-Cast deals with legal adult cannabis use and is intended for entertainment purposes only for those 21 and olderVisit our Closet Disco Queen Pot-Cast merch store!Find us on Facebook and Green Coast RadioSound from Zapsplat.com,  https://quicksounds.com, 101soundboards.com #ToneTransfer

Host: Lalo Solorzano & Andy Shiles Guest(s): Valerie Sorensen-Clark Published: July 30, 2026 Length: ~25 minutes Presented by: Global Training Center Summary What happens when a court rules that tariffs were improperly imposed—and how can importers recover the money they've already paid? In this episode of Simply Trade, hosts Lalo Solorzano and Andy Shiles welcome international trade attorney Valerie Sorensen-Clark of GDLSK. Drawing from her unique experience as former U.S. Customs and Border Protection (CBP) counsel, Valerie explains the current status of IEEPA tariff litigation and what businesses should expect as CBP processes refunds. The discussion breaks down the difference between liquidated and unliquidated entries, why those distinctions matter, and how the new CAPE refund process is being implemented. Valerie also shares behind-the-scenes insight into the legal and operational challenges CBP faces while building systems to process unprecedented tariff refunds. Whether you're an importer, customs broker, trade professional, or legal advisor, this conversation offers practical guidance on determining your eligibility, understanding the refund process, and knowing when it's time to consult customs counsel. If your company paid IEEPA tariffs, this episode provides valuable context on what comes next and how to prepare. Main Topic / Discussion The conversation focuses on the evolving legal landscape surrounding IEEPA tariffs following recent court decisions and what those rulings mean for importers seeking refunds. Valerie explains: Why the courts determined the IEEPA tariffs exceeded statutory authority. The operational rollout of CBP's CAPE refund process. The critical distinction between liquidated and unliquidated entries. Why some refunds can be processed immediately while others require additional court action. Practical steps importers should take now to determine their options. Key Takeaways • Court decisions have opened the door for many importers to recover improperly collected IEEPA tariffs. • Understanding whether an entry is liquidated or unliquidated is critical because it determines how refunds may be processed. • CBP has made significant progress implementing the CAPE refund process but continues expanding functionality for more complex entry types. • Importers with significant tariff exposure should consult an experienced customs attorney to evaluate potential recovery opportunities. Resources & Mentions • Global Training Center – https://www.globaltrainingcenter.com?utm_source=SimplyTradePodcast • GDLSK LLP - https://www.gdlsk.com/?utm_source=SimplyTradePodcast  • U.S. Customs and Border Protection (CBP) • U.S. Court of International Trade (CIT) Credits Host: Lalo Solorzano — https://www.linkedin.com/in/lalosolorzano/ Andy Shiles — https://www.linkedin.com/in/andyshiles/ Guest(s): Valerie Sorensen-Clark — https://www.linkedin.com/in/valerieannsorensen/ Producer: Lalo Solorzano — https://www.linkedin.com/in/lalosolorzano/?utm_source=SimplyTradePodcast

It's the news roundup where talk about some of the stories making local headlines this week.Among the stories we will be talking about:How adapting old buildings to new uses might help solve the Cape and Islands housing crisis.An endangered Kemp's ridley turtle gets its 15 minutes of fame in NYC.And state senators propose a so-called fun agenda bill to revitalize nightlife and recreation across the state.These stories and more on the news roundup.

Privacy is having a moment in crypto. As competition heats up, the pitfalls of the technology around the quantum threat, regulatory risk and more make the trajectory hard to predict. A counterfeit bug sat undetected in Zcash's Orchard privacy pool for four years, capable of minting an unlimited supply of untraceable coins, illustrating the risks of one of the hottest crazes in crypto. Joe Andrews, CEO of Aztec Labs, Jarrad Hope, founder of Logos, and Mert Mumtaz, cofounder and CEO of Helius, join Laura Shin to argue the bug is less alarming than what it reveals: cryptographic privacy is difficult to get right, and the industry is racing to get it right anyway, because institutions will not come onchain without it. They cover Zcash's quantum-recoverable Ironwood upgrade and the turnstile proving the counterfeit coins never moved, Ethereum's sprawling privacy roadmap and the risk it arrives too late, Logos' mixnet built to protect validators from block relays now censoring transactions, and why all three see Canton's private stablecoins as little more than a bank with extra steps. The fight over what actually counts as privacy on a blockchain is only getting started. Host ⁠Laura Shin⁠ - Founder, CEO and Host of Unchained Guest ⁠Joe Andrews - CEO of Aztec Labs ⁠Jarrad Hope - Founder of Logos ⁠Mert Mumtaz - Cofounder and CEO of Helius Sponsor ⁠Cape⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠   (use code: UNCHAINED). Timestamps:

BitMEX shut down without an angry tweet. Offchain Labs CEO Steven Goldfeder joins Kain and Taylor on why dead tokens never get that mercy. Plus, Kyle Samani's Multicoin blowup. ======================================================== Thank you to our sponsors! ⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠ (use code: UNCHAINED). ======================================================== BitMEX shut down after 11 years and crypto Twitter answered with nostalgia. When a token project dies, the same audience spends weeks dragging it. Steven Goldfeder, co-founder and CEO of Offchain Labs, the team behind Arbitrum, joins Kain Warwick and Taylor Monahan to work through why. Goldfeder argues crypto's grant-funded, revenue-optional era is over, and explains why Arbitrum licensed its stack so that partners like Robinhood Chain have to keep paying for it, while Base pays Optimism. They trace the DPRK crewhacking crews now rotating through bridge exploits, debate whether Uniswap's new permissioned pools point toward tokens that carry real investor rights, and ask Goldfeder whether he would trade Arbitrum's open token for a restricted one only a fraction of the world could hold. The conversation closes on Kyle Samani telling Solana builders that Multicoin, the firm he co-founded, is working against them, and what that says about how much of an ecosystem can rest on a single fund. Hosts: ⁠⁠⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠⁠⁠ - Host of Uneasy Money and Founder of Infinex and Synthetix ⁠⁠⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠⁠⁠ - Co-host of Uneasy Money and Security Expert Guest: ⁠⁠⁠⁠⁠Steven Goldfeder - Co-Founder and CEO of Offchain Labs Timestamps

See omnystudio.com/listener for privacy information.

Lester Kiewit speaks to Grant Oosterwyk, lecturer in Information Systems at UCT about why it is important to critically evaluate and understand the effect of the City of Cape Town’s multi-million rand ShotSpotter program. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalkSee omnystudio.com/listener for privacy information.

Regelmatig zie ik op social media een grafiek van de CAPE Shiller waardering voorbijkomen. Robert Shiller is bekend geworden door deze index. Hij waarschuwde in 2000 dat de waardering zo extreem hoog was dat de markt wel zou moeten imploderen. Hij kreeg gelijk en hoe. De CAPE Shiller index vergelijkt de huidige beurskoers met de gemiddelde winst over de afgelopen 10 jaar en dan gecorrigeerd voor inflatie. Op deze manier voorkom je dat een tijdelijke piek in de winstgevendheid te zwaar wordt meegewogen. Zo neem je de winstpieken en dalen mee. CAPE staat dan ook voor Cyclically Adjusted Price Earnings. Het track record is indrukwekkend. In 1929, in 1965 en in 2000 liet het duidelijk zien dat aandelen overgewaardeerd waren. In de 10 jaar erna volgden sterk negatieve rendementen van respectievelijk -13%, -13% en -29%. 10 jaar lang wachten op een herstel wat maar niet komt is lang en voor de meeste beleggers te lang. Die hebben dan al lang de handdoek in de ring gegooid. Nu staat deze ratio op 40 keer de winst, dat is zelfs hoger dan in 1929. Vandaar dat deze grafiek zoveel aandacht krijgt. Ondanks het trackrecord is er wel wat op af te dingen. De CAPE ratio telt ook de winsten van 10 jaar geleden mee. Wie maalt daar nu nog om? De winsten stijgen de afgelopen tijd zo snel, dat de winsten die 10 jaar geleden werden gemaakt er eigenlijk niet meer toe doen. De echte vraag is natuurlijk, zijn die enorme winsten van vandaag ook duurzaam? Analisten verwachten van wel. De lange termijn verwachte winstgroei voor de hele S&P 500 index is maar liefst 25% per jaar. Dat is nog nooit zo hoog geweest. Zelfs niet in de dot.com bubbel. Gemiddeld groeien de winsten maar met 8% per jaar. Dat overmatige optimisme maakt me bezorgd. Daarmee wordt de lat wel hoog gelegd. En hoe hoger de verwachting hoe groter de kans op teleurstelling. Precies de reden waarom Shiller met zijn CAPE ratio kwam. Er zijn gelukkig ook wat realistische geluiden. Afgelopen week kwam zakenbank Bernstein met een rapport dat de winsten van de semiconductor bedrijven in 2028 weer zullen normaliseren. De huidige winst boom is vooral gedreven door hogere prijzen. Als er straks voldoende capaciteit is bijgebouwd zullen de prijzen weer dalen. Dat betekent een flink lager winstniveau dan de huidige piekwinsten. Dat past ook bij het boom-bust karakter van deze sector. Niet voor niets is de waardering van deze sector extreem laag. Beleggers houden er al rekening mee dat de bomen niet tot in de hemel groeien. Chipfabrikanten, zoals SK Hynix, Micron and Samsung handelen niet voor niets op een koers-winstverhouding van slechts 4. Dat roept de vraag op hoe Robert Shiller zelf naar de huidige marktsituatie kijkt? Opvallend genoeg waarschuwt hij zelf dat beleggers niet moeten blind varen op de CAPE index. Deze ratio is niet bedoeld om de markt te timen. Maar hij zegt wel dat het huidige enthousiasme in de markt vooral gebaseerd is op verhalen niet op fundamentals. Dat is nou net precies het patroon wat we bij de vorige pieken van de CAPE index zagen. Want uiteindelijk winnen de fundamentals het altijd van de mooie verhalen. Over Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.

Vy Le and Jessi Brooks trace an AI agent's sandbox escape back to crypto's own fight over open code. Plus, Plume general counsel Salman Banaei on Clarity's knife's-edge vote math. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠Cape⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). ======================================================== An AI agent was told to solve a problem inside a sealed sandbox. Instead it found a way out, went to Hugging Face, and took the answer. Jessi Brooks argues that episode, Moonshot's open-weight Kimi K3 release, and Apple's trade secrets suit against OpenAI all rhyme with a fight crypto has been having for years: punish the conduct, not the code. Vy Le pushes back on whether open source can be both the disease and the cure. Then Salman Banaei, General Counsel of Plume and a former SEC and CFTC attorney, joins to map where the Clarity Act's ethics language stands with Ruben Gallego, Thom Tillis, Kirsten Gillibrand, and Adam Schiff, and whether ten Democratic votes exist for cloture. The conversation covers the open-weights export fight, Apple's case against OpenAI, Hester Peirce's new statement on DeFi vaults and onchain lending, and why a new FATF report makes control, not decentralization, the test that matters. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vy Le⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Co-host of DEX in the City and General Counsel of Veda Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Salman Banaei - General Counsel of Plume, Former Head of Policy at Uniswap and Chainalysis, and Former SEC and CFTC Attorney Timestamps

Mindy Todd talks with Patty Larkin and Lucy Kaplansky about their music and careers, and the joy they find in performing with one another.

Hendrik "Hendri" Coetzee was one of the most decorated whitewater explorers in the history of African river kayaking — a South African who had paddled the length of the Nile, soloed some of the continent's most dangerous water, and built a life in places most people only read about. In late 2010, he led two world-class American kayakers on an ambitious first descent of the Lukuga River in the Democratic Republic of Congo, a remote stretch of water known among local communities for something far more dangerous than its rapids. On the morning of December 7th, on a quiet, flat section of river, everything ended in seconds. This episode tells Hendri's full story — who he was, what drove him, and what his teammates witnessed that morning — drawing entirely on verified accounts, his own writing, and the documentary record left behind by the people who were there. 00:00 Disaster Strikes Intro 00:45 Congo River Cold Open 02:40 Meet Hend Kotze 03:48 Early Life And Fear 05:12 Finding The Rivers 06:00 Nile Source To Sea 09:02 Solo Murchison Run 11:18 Risk And Depression 13:33 Final Congo Expedition 17:02 Into The Laga River 18:35 Crocodile Attack 21:43 Aftermath And Rescue 23:43 Memorial And Legacy 26:25 Lessons And Closing Listen AD FREE: Support our podcast at patreaon: http://patreon.com/TheCruxTrueSurvivalPodcast Email us! thecruxsurvival@gmail.com Instagram https://www.instagram.com/thecruxpodcast/ Get schooled by Julie in outdoor wilderness medicine! https://www.headwatersfieldmedicine.com/ REFERENCES Coetzee, H. Living the Best Day Ever. Hendri Coetzee Trust (posthumous). Stookesberry, B. & Korbulic, C. Kadoma. Documentary film, 2011. National Geographic. Man-Eater of the Congo. Documentary, 2013. Korbulic, C. Eyewitness account. Associated Press, December 2010. Stookesberry, B. Expedition dispatches. Outside Magazine, November–December 2010. "On the Death of Hendri Coetzee." Outside Online, December 2010. "Famed Outdoorsman Hendrik Coetzee in Croc Attack." CBS News, December 9, 2010. "Kayakers Recount Deadly Congo Crocodile Attack." CBS News, December 2010. "Devastated American Kayakers Survive Congo Croc Attack." ABC News, December 10, 2010. "Death on the Congo: Stookesberry Team Member Hendri Coetzee Killed by Croc." Paddling Life, December 2010. "Hendri Coetzee." Wikipedia (citing primary sources). Donnelly, C. (International Rescue Committee). Quoted in ABC News, December 2010. Coetzee, H. Blog: The Great White Explorer. Eddie Bauer First Ascent, 2010. "Hendri Coetzee — Pushing the Limits on the Waterways of Africa." Off the Beaten Track / London to Cape, January 2016. Stookesberry, B. & Korbulic, C. NBC Today show interview, January 2011. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Milk already feels tight across much of the U.S. That could be the setup for a perfect storm. Summer heat, warm nights, wildfire smoke and plant disruptions have pressured milk production and moved milk into unexpected places. Now, Class I bottlers are preparing for schools to reopen just as cheese plants, protein beverage manufacturers and other processors compete for the same milk solids. In this episode of The Milk Check, guest host Josh White and the Jacoby team break down what could make August, September and October especially interesting for dairy markets. We cover: How heat, smoke and limited nighttime cooling affected milk production Why school bottling demand could tighten the market further How the cybersecurity disruption temporarily increased condensed skim availability How conflict, Red Sea risk and higher freight costs are complicating dairy exports The dairy market is not moving in a straight line. But competition for milk solids is building, and the next few months could determine which product sectors get the milk they need. Listen to The Milk Check episode 103: The Perfect Storm for Milk Solids. Also available on: Amazon Music, Apple Podcasts, Spotify, and YouTube. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Transcript: [Opening commercial] Josh White: [00:00:00] Coming up on the Milk Check. Jennifer S. Kuo: The Red Sea seems to be an issue now as well. Tyler Jokerst: Yeah. Josh, if the Houthis are getting involved, when you’re looking at Yemen that’s a direct effect on the Red Sea, which is the other half of that peninsula . And then it starts to limit the only access point that you can have into the Red Sea being through the Suez Canal. Josh White: ​In absence of our fearless leader, Ted we invite our audience to join us for one of our bi-weekly commercial meetings, where our group gets together and breaks down the market based on our individual disciplines. Today’s group is a fairly large one but we have members representing our fluid team, our ultrafiltered and cream team, cheese, butterfat, milk powder, and whey, which makes up our trading group.  We’re in the dog days of summer right now, schools are out, families are traveling. There’s people out of the office not making decisions. That’s happening both in the U.S. and in Europe. Let’s touch on current market, climate, what we’re experiencing, and then what we’re paying attention to or looking out for in 30 days time. Let’s start with where we’re at on the milk side of things. Greg, both you and Jared, have experienced a little turbulence over the past week or so with some milk movements. We’re just coming out of a big heat stretch. We’re on the cusp of the South starting to refill its bottling pipelines. What are you feeling and seeing right now, Greg? Greg Scheer: We’ve had some plant closures that have pushed milk around the Mideast, the Northeast, and, around the country. We have had a week or two of that. The first heat wave, back several weeks ago, hit the cows harder than expected, and I’m wondering if maybe that’s the age of the herd is a little older that maybe it hit them a little more. Usually, you have a heat wave, the cows recover some. Normal summer, they get another heat wave, and then, it hits them a little harder the second time or third time. Seems like the first heat wave hit the cows a little harder. I think production’s down just a little bit more than we expected or earlier than maybe a normal summer. Other than plant problems that push milk around, it feels tight. We get to next month, schools start up again or are about to, and bottlers start putting milk into the bottle for schools, then it’s gonna get really tight and could be tight through September, October when maybe production comes back a little bit and the pipeline gets filled, and then it levels off demand a little bit. It feels tight other than plant closures. It’s gonna get really tight in a month. And, we’ll see where it goes. But production does seems like it was hit harder. I’m just wondering if maybe the age of the herd may have a little bit to do with it. Josh White: It was also pretty warm nights for the Midwest. It’s pretty well documented that above 70s: tough on cows; below 70s: allows them to recover nicely. I’m in Gurnee, Illinois, which is Grand Rapids [00:03:00] latitude on the Michigan side. For us to get nights above 70 is rare. And we just went through a pretty good stretch where we had a lot of them. The entire Mideast and the Midwest, we went through a solid four or five days of pretty bad smoke. At least our area was bad enough that just walking outside to get your mail, you could taste it. So I can’t imagine that helped anything. Greg Scheer: How much it hurt is hard to quantify maybe, but definitely didn’t help things. Josh White: Are we still really talking about two different countries, more or less? California, everything seems to be fine. They’re running great. They’re just pumping out milk, and then the rest of the country where it feels a little tighter? Greg Scheer: That’s the sense I get everybody I talk to. Yes. You’ve got California on an island there just filling up their plants, and everybody else in a tighter feel, all the way from the Upper Midwest, Mideast, Northeast. And then as you mentioned, I do think the pull to the Southeast will be starting fairly soon as their production slows, and by mid-August when they’re bottling for schools it’ll really get tight. Josh White: Europe is also talking about some of the same things. Heat sounds like it’s impacted France the most. Germany’s been pretty resilient. Everything I’ve read or heard is that in the recent weeks, people have taken their milk production forecast for the remainder of the year down in Europe, and by a noteworthy amount. To be clear, I think most expect European milk production for 2026 to be higher than it was in 2025, but it’s been notably higher through June. And looking ahead, for them to be taking those numbers down to modest growth means that they’re expecting year-over-year numbers to be down the second half of the year. So Europe seems to be slowing its rate of growth. Curious to what that means going into 2027. We seem to be making good milk, and we’ve got plenty of ability to process it, but the rest of the world feels like it’s starting to slow its growth rate, and maybe start to slow down as we look ahead to 2027. Class I plants looking to start filling up a bit in the next two to four weeks. Jared, what’s that mean for you and your team and your products? Jared Miklasz: Yeah, moving over to the condensed and fluid skim side, the market has become noticeably longer over the past couple weeks, and the obvious driver there was the disruption that Fairlife experienced, which affected multiple plants across the country. With those plants still operating below full capacity following that cybersecurity event, milk that would have normally went into their UF and finished protein beverages has been redirected into balancing outlets which, in turn, made condensed skim much more available, and that increased availability was real. We saw a lot more local offers as a result. As operations normalize and those plants continue to ramp up, I would expect some of that excess product to be reabsorbed, although the timing remains still uncertain. Condensed skim has been tight for much of the year. Obviously, that’s been supported by the steady Demand from both Class II and III. And the strong nonfat demand has also kept skim solids competitive. As those dryers continue to pull available skim [00:06:00] away from the condensed markets school milk will also begin here, as Greg alluded to, which should move more milk back into the bottling programs and further reduce the amount of condensed skim available for manufacturing for these Q4 months. Moving over to the UF side of things, that continues to have the strongest long-term demand story. We’ve touched on it almost every podcast, but high-protein dairy appears to have real staying power. Demand is coming from athletes, consumers focused on weight management, older adults trying to maintain muscle. And that’s even beyond the folks using the GLP-1 medications who are told to prioritize protein. That demand also extends well beyond protein shakes. It’s into yogurt, lactose-reduced products, other nutritional beverages, other applications that require greater control over protein, lactose and total solids. But the other key part of that is the cheese, as that’s an important outlet for UF. As those butterfat levels in the farm milk continue to rise, high protein UF can help rebalance that cheese vat and improve yields. The challenge is that cheese makers are competing with higher value protein beverage and yogurt for that same UF supply. More UF capacity is expected to come online, though, here later this year and into ’27, but that does not necessarily mean that the market will become over-supplied. I think the key question is whether capacity grows faster than the demand. The category obviously remains strong, although that increased competition from a wider retail perspective and potential consolidation could eventually slow growth. But so far that demand has continued to outperform expectations. That strong UF demand also tightens the broader skim market because, obviously that milk is moving into UF and no longer available for condensed skim or nonfat. But, overall improving milk production should create more opportunities, particularly in the skim market. However, that strong demand has regional processing constraints and plant reliability all play key factors here long term. Josh White: So we’re probably not gonna be moving in a straight line here, right? As production responds, we’re trying to anticipate how demand continues to grow. We definitely know it’s in vogue. It seems structural, like that we would see more of these protein-enhanced consumer products coming online that are using liquid protein, as well as the popularity of the whey products and some of the others. But over the course of the next 30, 60 days, how are you feeling like that balances out? I heard you mention that we don’t really see a lot more UF coming on until maybe later in the year. In the meantime, if I’m mapping this out correctly, particularly in the eastern half of the country, we’re already snug milk. We have a lot of capacity for cheese that has been filling. We got hit with some heat, and we’re trying to digest the impact on milk production, but we believe there’s been some already in mid-July. And Class I’s gonna start to ramp up in August, and at the moment it feels to me like we’re gonna be competing pretty heavily in all of these sectors for the available milk solids that are out there, and it’s already snug [00:09:00] before the Class I starts to pull their share. Jared Miklasz: Yeah, it feels like a perfect storm here. Everyone’s competing for those solids in the back half of this year before that additional capacity comes online to meet some of that demand. And that competition’s been playing out all summer, but I think it’ll really heat up as we get into August and September, and October, and schools start ramping up, and all, everything aligns there. So I think it’ll be very interesting to see, if any product sectors get shorted.  On the protein beverage side they have shelves to make sure they stock and keep that space at the big box stores as well. So I think they’re gonna try to get their milk, but you alluded to it, these, investments on the cheese side, they’re gonna wanna keep those plants full. Jared Miklasz: So it’s gonna be interesting to watch. Josh White: June milk production was a little bit higher than maybe most expected, 2.3% for the country, if I read it right. But most of that heat impact has been in recent weeks, right? The recent three weeks, so since July. We’re looking at a milk production number that’s dated, but we’re experiencing a milk production climate right now that seems to be a little bit tighter for a variety of reasons. But probably one of the bigger one is normal seasonal summertime heat, but may be coming on a bit earlier than expected and a bit stronger than we’re used to at this point in time. We’ve had more headwinds in July. Let’s talk cream for a second. Butter is moving counter seasonally.  Overall, the market still feels heavy, but normally this time of year we wouldn’t be moving in the direction that we are. So let’s go with where everything starts. What’s happening on the cream side of things? Jared Miklasz: Yeah, fat remains tight, which has been, somewhat surprising given the amount of milk being separated for the high-protein beverages and all the value-added skim products that we just talked about. As those markets continue to grow, obviously that generates butterfat and that has to find a home. But based on that, I, I would’ve expected more cream to be available, but instead that market has continued to absorb it. Butter is currently trading in the 155 to 160 range, well below levels that we saw last year. And at those levels, cream is much easier for the manufacturers to use in ice cream, cultured dairy, cream cheese, and other Class II applications. It reduces that risk far as finished product and carrying less value. but part of that may be the manufacturers that, you know, adding that fat back into formulations after pulling back when butter prices were much higher. Lower fat cost obviously as far as the taste and texture can improve flavor and yield across the board for a range of products. Even with the stronger milk production and continued growth in the farm level butterfat I do not expect that the cream market is suddenly gonna become long, particularly during these summer months and with the heat that’s still on the horizon and pressure on both milk and volume and components. Over time, the additional milk and fat production should help bring the market back into better balance. But right now, it’s been long. That processing capacity will remain just as important as the total volume that’s being produced. Josh White: Is Class II performance still very strong this year? Jared Miklasz: It is, yeah. They’re the ones that are soaking up the majority of that fat right now. Josh White: Do we have a sense for if we had to try to measure the whole category, and I realize there’s a lot of products that go [00:12:00] into that category, it’s pretty difficult to paint the broad brush. But do we have a sense for are people looking at current markets as an opportunity to build structural inventory, or are they just moving that much more at the shelf? Jared Miklasz: I don’t have a good answer for that one, man. Josh White: Yeah, I don’t either. It’d be curious. ‘Cause if our Class II performance, we’ve seen just domestic performance in certain products look really well year to date. Like the amount of nonfat that’s been consumed domestically, the Class II numbers suggest that things are going really well in, in those markets. I’m just curious if consumer demand is up that much for some of these because maybe pricing promotions or other things, or if there’s been some structural stock building in anticipation of needs the rest of the year. Let’s move on. Let’s talk about cheese a bit. Cheese just made a pretty decent move higher. In Europe similar things, mozzarella prices have really started to move higher in Europe. And now all of a sudden with the U.S. moving higher and European cheddar quite a bit lower than the bounce they saw on their mozzarella, we’re not maybe in quite as an advantageous price position internationally as we were before. How do we see that playing out? Jeff Daanen: You just wonder the real effect is it gonna be for a month or two when we see what happens and how much cheese is out there. But there is cheese available. If you wanted extra loads, they are there. We’re pretty heavy in cheese. The only thing that we don’t have a lot of right now is mozzarella. A lot of that had to do with the World Cup, and there’s some plants that shut down for maintenance. Like Jared said, it was kinda like the perfect storm. plants shut down. People were eating a lot of pizza because of the World Cup, a lot of house parties and stuff like that. But in about another month we’ll be out of this, and there’ll be plenty of mozzarella available. Jennifer S. Kuo: Our price is a lot higher right now than compared to Europe. especially in the Middle East, and even in Asia still, so many people delayed what they would’ve normally ordered in Q2 and going into Q3 because of all the uncertainty, the much higher fuel costs. Everybody has depleted their inventory. And despite our higher prices, we are still getting many requests now still from the Middle East. Pricing really isn’t an issue. It’s just how soon can you ship, and how soon can you guarantee that it’ll get here? So price does not seem to be the barrier right now. Everybody has used their inventory, and they all need to restock. We have the supply. They’re willing to pay a little more. Europe hasn’t really been a conversation with any of our customers. They have not really tried to push back and say, “Europe is better priced right now.” But yeah, the demand is definitely there right now, despite the jump in our market recently. Josh White: Interesting. So it feels like the international demand’s there. The customer’s de-stocked. But at least for products other than mozzarella, we feel really heavy domestically. Is that still accurate? Jennifer S. Kuo: Yeah. Yes. Yeah. But we are seeing the demand in the Middle East is not just for mozzarella right now. It is more geared towards [00:15:00] cheddar. We are getting more inquiries for cheddar than mozzarella right now, which is good for us, both white and color. Tyler Jokerst: Obvious barriers there or risk can be tied around the current situation in Iran as well. Jennifer S. Kuo: The Red Sea seems to be an issue now as well. Tyler Jokerst: Yeah. Josh, you’re dealing with updated issues if the Houthis are getting involved, when you’re looking at Yemen that’s a direct effect on the Red Sea, which is the other half of that peninsula . And then it starts to limit the only access point that you can have into the Red Sea being through the Suez Canal. So it can create a major supply chain choke point for just anybody trying to get any kind of imports into the region. Josh White: Including Europe, right? Tyler Jokerst: Yeah, because, that tends to be a route that can cut down on transit times. So you can run into situations where you might have to go around the Cape of Good Hope to get where you need to get. So it can cause a lot of complications across the board. Josh White: So, you got an international market that does demand product. They’re not well covered, but we’re constantly fighting our ability to access and supply that demand. Same story two months later. Jennifer S. Kuo: Yeah, and freight has doubled, And that did not seem to be a barrier. Tyler Jokerst: Nope. Josh White: Demand seems resilient then, huh? Tyler Jokerst: Yeah, so I guess Josh, not being too familiar on the dairy side, still learning a lot I would imagine that means the price difference there is significant enough where historically logistics has been a major barrier for U.S. product getting international. I think that clearly the opportunities continue to make themselves clearer for international growth with U.S. dairy product. Josh White: If we could wave a wand and the conflict was over tomorrow, which is not likely, I understand that, do we think that customers are going to step in heavily and demand’s gonna feel strong at that moment because they’re not getting an adequate amount of product? Or have they been purchasing to be safe all along and trying to stay ahead of their needs? Jennifer S. Kuo: I think they’ve been trying to wait it out, and they keep thinking, “Oh, okay, it’s, the war is over, the war is over,” and it keeps restarting. I don’t think they have any inventory now. They wanna know how fast can you get it here and how much. Josh White: Specifically as it relates to the Iran conflict, where are we at in terms of demand destruction? Because when we started these conversations, and I think we had Cefetra on a call probably almost two months ago now, and we asked the question: how long does this have to go on before it goes into notable demand destruction within the region because people can’t import the raw materials they need to make the products that they consume? If price isn’t, really the barrier at the moment, it still is access to the supply. I think at that point in time we talked about August sort of being, like, the magic month to where if this lasts into August, we’re gonna start to really hurt dairy consumption within the region. Jennifer S. Kuo: I think that’s still the magical question we’re trying to find the answer to. Tyler Jokerst: The war is prolonging the situation. It could’ve happened by now, but that huge variable is not really giving us a good read. Josh White: Do we think the answer is gonna be universally the same between milk [00:18:00] powders, butterfat, and cheese, or is it different for different products? Jennifer S. Kuo: The answer’s the same because it’s availability. They’re all on the same boats, right? Yeah. You don’t ship cheese separately from powder separately from butter. I think it’s all just access based. Josh White: I’ll clarify the question. It’s less about the ability to get the product and more about at what point in the timeline when you can’t get it conveniently, do you start to have demand destruction on the consumer level? Because you can’t get the cheese, which you will find its way to retail, the butterfat, which is largely an ingredient for processed cheese applications and other things, the milk powders, which serve some of the same and some different manufacturing products. All three of them overlap each other like a chain, but the cheese is closest to consumer. The butterfat is very close to consumer as an ingredient making some of these processed cheese products and other things, milk powder is going into some of that, but then also as an ingredient maybe in other applications like bakery and some consumer packaged goods. If we get into August, which of those areas is most vulnerable? Is it the consumer products because they really are bringing it in just in time, they have to make what they make they’re considered more luxury type items that, you can cut from your diet if you can’t get it versus maybe something along the lines of manufactured products that they may have more deep inventories of, and they will run out, but they might not be running out until September or beyond. At this moment I don’t get the impression talking to European colleagues, talking within our own team in the different product categories, it doesn’t feel like material demand destruction yet. It seems like we’re still finding a way to get some product in, seems like they’re still willing to pay for product, seems like some stuff’s still happening. It’s just at some moment that will come to a head, I think. And we initially expected by August it would become a real problem that meant we’re going to be missing dairy demand out of that region. And we’re knocking on the door of August. Josh White: We’ll be right back after these messages. Diego Carvallo: I’m Diego Carballo with T.C. Jacoby & Co.. T.C. Jacoby & Co. specializes in international dairy markets. For new customers that haven’t done business with Jacoby, I would tell them that we can provide them with many of the powders, dairy products that they consume, not only with the physical product, but we can also help them mitigate their risk. We know dairy. We know the main players. We know the main providers for the whole value chain. We are one of the strongest players in the U.S. market because we have contact all the way from the farmer moving the liquid milk all the way to the end users that buy the end products. I am Diego Carballo with T.C. Jacoby & Co., and we bring dairy to the world. Josh White: Let’s shift gears. Diego, let’s talk a bit about nonfat dry milk, skim milk powder, and what’s happening, globally [00:21:00] there. Yesterday, we had a firm GDT. What does that tell you? Diego Carvallo: We’ve seen the market under heavy pressure, mainly in the U.S., which was the market that was the most expensive for the past I would say six months. It seems like the U.S. market is going back into a price range where we’re competitive internationally. And that had to happen because the U.S., as we’ve mentioned before, we need to export about two out of three loads that we manufacture in the U.S. for nonfat. And we were not competitive for a long period of time. Our prices were $400 to even $1,000 per metric ton higher than European prices. And now that we finally have plenty of availability we have to find a price where exports become competitive again. And that’s what’s happened. In the past few weeks, we’ve had a few additional factors that have added pressure to prices, and that’s what Jared mentioned on plant interruptions in the U.S. And that’s definitely shifted some skim milk concentrate and some products to the drying towers. And that’s adding a lot of pressure onto prices. We’re seeing more inventory, more product availability from the manufacturers. The market is looking for other outlets, and those outlets are in the Middle East, in Asia, and other places, maybe South America, where the cost of the freight has gone up to an extent where we’re paying probably twice what we used to pay. So the exports price has to come down so that we’re competitive again. We should find some support in the current levels. We’re close to the $1.40s and the physical offers are even lower than that especially for SMP. For SMP, we’re seeing offers close to the $1.35, which is ten cents under the current futures. And I think at that level, we’re starting to be competitive even with a more expensive freight rate. I think we should find support unless we start seeing Europe trend lower and New Zealand prices also trending lower, which hasn’t happened at this point. A lot of availability around and not too many customers looking for product at this moment. Josh White: Okay, on the whey product side, it is absolutely the definition of a summer market right now. I think after two quarters of prices constantly moving up for whey proteins, and the whey market trying to rebalance so many changes over the past year. Over the course of 2025 and into early 2026, we saw a lot of large sweet whey powder producers upgrade their facilities to higher protein WPC80 or WPI. At the same time, there was the commissioning of a very large sweet whey powder facility in Texas that is offsetting the production that we’ve lost, and that’s been a bit turbulent. And that just means that we’re exchanging approved brands for both domestic [00:24:00] customers and international customers for a new brand that needs to be approved. And so we’ve seen a trading range for sweet whey powder that’s been 60 to 70 cents for quite a while. But the actual spot market has seen a lot more basis volatility. New brands trying to buy their way into business, brands that remained that have legacy or approvals for perhaps Asian clientele in a market that seems to be pretty short right now, they’re getting bigger basis premiums. So sweet whey powder has been largely range-bound, but that doesn’t really tell the story. It’s been a big shift in who has the product and where that product can go. On the protein side that story’s pretty well-documented and well-reported at the moment. It is shockingly resilient. Diego mentioned that milk proteins are realizing the benefits of this health and wellness movement. Some of the current trade relationships might be supportive of milk proteins. Aside from that, we’re just seeing more demand, people formulating to it, buying more and using more of it. Jared talked about the UF side of things and how there’s just new demand creation in a lot of different categories from beverage to, some of the other Class II products. The whey category remains just on fire. It seems to be both products. Now, we had two quarters in a row where people were terrified they couldn’t get access to supply, and they watched pricing increase by 20-plus percent. Now we get into the summer and pricing hasn’t increased over the last few weeks, and that’s making some people nervous. You’ve got a lot of people out there that are like, “Oh, it’s not gonna continuously go up. does that mean this market’s going to crash?” It’s always possible, of course. These markets don’t move one-directionally. We should expect a retracement at some moment in time. But everything I read from the consumer demand aspect of it, I don’t see any cracks in the floor. What I see is we’ve moved pricing up so rapidly that now that people are going into the summer months and maybe taking some holidays, if they come back in August and need to replenish, this thing goes right back up. If they come into August and find out that the movements on the shelf at the grocery stores have slowed as much of a price increase we’ve seen, we should look out. So I’m not in either camp right now. I guess I’m a little bit more of the belief that the consumer profile seems to be growing, seems to be willing to pay the prices that we’ve seen. And every time we start to think that the GLP-1 catalyst will end or mature, the GLP-1 drug gets cheaper, you can take it in a different form, and a larger percentage of Americans are actively using the drug. I’m also starting to see the GLP-1 aspect of the protein market get reported in Europe more. We have to remember, the U.S. market is nowhere near mature and in terms of its adoption of GLP-1 as a weight loss tool, consumers are educating themselves at a rapid level, trying to understand what the right foods are, and dairy seems to be on the right side of that discussion. Whey protein maybe being the biggest beneficiary. Milk proteins, though, certainly [00:27:00] a beneficiary. And the rest of the world still can follow. So I don’t know. I remain pretty bullish protein overall, but I think it would be irresponsible to assume that this is a one-directional market, and that it’s just gonna resume an uptrend as we get past the summer slowdown that we’re experiencing in North America and Europe. We need to be aware of what some of the potential upside shocks could be to the market as the globe enters those months where we produce the least amount of milk. We should keep our eye on a few potential shocks. Not all to the upside, some to the downside but I think we’re vulnerable to see maybe a little bit of volatility in the months to come. Let’s go through the group as sort of kind of a fun round the table. Most important discussion or impactful thing in the past week that has your attention. So Tristan, let’s start with you. Tristan Suellentrop: One of the most notable developments is the continued shift towards milk proteins. As WPC80 and WPI prices remain expensive and a little bit more difficult to source, I’ve noticed more people are evaluating MPCs as a partial replacement which is creating stronger demand across the entire high proteins category.  Kait, how about you? Kait Holzschuh: There does seem to be a lot of demand for whey permeate and lactose abroad that you just don’t see in the U.S., so I find that kinda interesting. Josh White: Yeah, good point. We didn’t touch on that, but it started with lactose, and now it’s even cascaded to whey permeate. The amount of inquiries that we’ve received in the past couple weeks across all sectors: international feed sectors, international food sectors, domestic food, and domestic feed. There’s clearly it’s clearly a tight market. Great point. Thank you. Miguel? Miguel Aragón: It might be just isolated to Mexico, but there is a glut of cheese in Mexico. When we were in the $1.40s, probably, a lot of cheese made its way down there, and it has affected the market right now. With the prices now, the hope of the customers that we talk to is that things will level off. But right now, still a lot of cheese, a lot of cheap cheese in Mexico. It affects current business right now. And the second one is demand during World Cup was not as good as expected, and this comes from the Association of Supermarkets and Convenience Stores in Mexico. So two things that really caught my eye in the last two weeks. Josh White: How do we feel the same question would be answered in the U.S.? Do we think that the World Cup impact on demand was worse than, equal to, or better than expected? Jeff Daanen: I think it was better than expected. Because when this first came out, I didn’t think that it would impact a whole lot. But when it was all said and done, it just seems like the snack part of the cheese business really took off, along with pizzas. I think there were a lot of pizzas consumed. That’s why mozzarella’s really tight, and it probably will be for at least another month or so. Josh White: Jonathan? Jonathan B. Powers: Yeah, I think probably the most impactful thing is talking about WPC [00:30:00] 34 and nonfat. Nonfat and SMP hasn’t been readily available in the Midwest, and there’s a need for that protein range in the calf milk replacer world, and we’re starting to get a lot more conversations around stockpiles for those products. As we’ve discussed, WPC 34 is kind of a dying product. There’s not a lot of people that are making it anymore, and there seems to be a lot of companies, even in the food space, that are still very reliant on it and trying to satisfy the need for it when it isn’t necessarily available. We’ve had people reach out for permeating lactose. The volume of requests has been astonishing, honestly. Josh White: Manuel? Miguel Aragón: Where I have a lot of my focus is cheese in general. It just feels like there is something brewing right now. Technically, it’s entered a uptrend right now again and it’s still choppy, right? At least on the futures board. But it feels like there’s opportunities there and yeah. So I’m just soaking up everything I can hear about cheese right now and really try to get a feeling for the market there. Besides that, nonfat is just shaving off more and more. We basically broke the support we had for a long time now, so it really feels like it’s on another leg down. Yeah, we’re gonna see how that plays out. I personally also think we’re gonna find support in the 140s. We might test a little lower than that, but at some point, it should stall and become a little more stable. Josh White: Diego, based on what you said about S&P in the 130s and then what Manuel just said about the technical support and what that looks like, that kind of aligns, right? Because I think I heard you make the comment that as we, a 140 nonfat, you can make S&P cheaper for those that don’t really pay attention to the difference. Lactose is really tight, too. Do we think that there’s a connection to why the milk sugars are tight, and all of a sudden, we are seeing pricing that’s a little bit more SMP competitive globally? Diego Carvallo: I do think that there is, yeah. We made very little SMP for the first six months of the year because it wouldn’t make any sense to export when we’re $1,000 higher than European markets. Now that we’re competitive, it does make a lot of sense to make SMP, especially when protein is very high and you can take it down with a cheap product like lactose or milk permeate. It makes sense to find demand in other markets for the SMP. So I do think that the demand for the carbohydrates has picked up now that nonfat has become competitive again. ​ Josh White: For the benefit of everyone so we’re all talking the same language, nonfat dry milk and SMP are typically universally used in applications, but they’re very different products. What we call nonfat dry milk is an unstandardized product. That specification is a minimum protein percent of 34. But today’s productivity [00:33:00] of components in our milk supply, the average unstandardized protein level in nonfat dry milk is pushing 38 or more percent at least 37 and a half in most times. Now, the rest of the world standardizes their product, and they standardize to either one of two things: 32%, which is the old Codex, 34%, which I think is a little bit more common. Or at least it’s common out of the U.S. that we would standardize to 34%. When we say why would there be a connection between lactose and milk powder, you can add lactose or milk permeate to your nonfat supply to bring the protein down to a standard level. So when we stay standardized, that’s what we mean, where they’re basically bringing it to a 34% protein, most commonly out of the U.S., and then that allows us to compete for international business. Certain markets can use either, but certainly would, prefer a higher protein content at a competitive price. So when I mention our futures are at $1.40, that’s nonfat, and our average nonfat has a higher protein. So if we’re standardizing, that means that we can add this cheaper lactose or cheaper milk permeate to the volume, and that lowers the overall price. So the whole conversation there was more or less like, “Hey, are we making SMP now, and are we competing globally for international business? ‘Cause if we are, that also tells us at least we’re closer to finding a support price, finding some type of global support level for the product.” But you’ll hear us really start to break down the difference between SMP, nonfat dry milk. But many customers can use either. I wouldn’t say most, but many Okay. I, we covered a lot. Yara, any discussions over the past week that you that you feel were most interesting? Yara Morales: It’s a lot of inventory in Mexico, and the customer was offering me nonfat dry milk instead of buying. That was the most surprise, we know that since the price is going down so bad, and they have a lot of inventory with high prices. They have a contract that they have to take it. That’s hard for them. They are losing a lot of money. And the inquires, they looking for whey permeate. They are looking for lactose and proteins. But it’s hard to get the whey permeate and the lactose like you mentioned it. But this is the inquiry we have in Mexico so far, just protein basically because otherwise it’s difficult right now. Josh White: Yeah, agreed. Okay, all, I know it was an unusual discussion. Thanks for joining us today on the Milk Check. Mike Brown: For one part of the supply chain to be successful, everyone has to be. My superpower is practical application of data and analysis. I believe firmly that Jacoby’s success is because we help our suppliers and our buyers be successful. I’m Mike Brown, and I love working for T.C. [00:36:00] Jacoby and Co. because I get to help people Make their businesses more successful. ​

Mike Wendt and Andy Ferg recap the guys week off... Mike on the Cape with family and Andy working out his new hip in Maine. The NSB app is blowing up, the North Shore Beefs eating contest is gonna be insane, Tom Brady might be fighting Logan Paul in WWE and other nonsense. We're the food show your deserve.Special THANKS to The Gary Girolamo Group, Ben Franklin Print Co., Twisted Fate Brewing, Anthony's Roast Beef in Reading & Jamie's Roast Beef!Thanks to the very talented Mark DiChiara for the original F-Buddies theme music.

Just back from Tanzania, Brian Smith and Mason Smith recount hunting in the historic Selous region of Tanzania. They fly into Johannesburg then to Dar El Salam and then to a tiny airstrip where they unlimber their rifles, a 470 Nitro double and a WInchester Model 70 in 375 H&H. If you want to hunt in southern Africa, send me a note at garylewisoutdoors@gmail.com and I will help to arrange your safari. If you want to support free speech and good hunting content on the Information Superhighway, look for our books and wildlife forage blends at https://www.garylewisoutdoors.com/Shop/And here's a link to Modern Spartan Systems https://modernspartansystems.com/product/shooters-kit-plususe the code GARYLEWISOUTDOORSThis episode is sponsored by West Coast Floats, of Philomath, Oregon, made in the USA since 1982 for steelhead and salmon fishermen. Visit https://westcoastfloats.com/Our TV sponsors include: Nosler, Warne Scope Mounts, Carson, Pro-Cure Bait Scents, Spring Pilot, The Dalles Area Chamber of Commerce, TS&S Madras Ford, Bailey Seed and Smartz.Watch select episodes of Frontier Unlimited on our network of affiliates around the U.S. or click https://www.youtube.com/results?search_query=gary+lewis+outdoors+frontier+unlimited

Kristin Smith walks through the vote math, the ethics fight, and what happens to crypto capital if the Clarity Act stalls before the midterms. The Senate needs 60 votes to pass crypto's market structure bill, the Clarity Act, before an August recess deadline just weeks away. Majority Leader John Thune says the votes likely will not be there in time, and Polymarket puts the odds of passage this year at roughly 30 percent. Kristin Smith, President of the Solana Policy Institute, joins Laura Shin to explain why a deal that seemed close has snagged on ethics language Trump agreed to but Senate Democrats do not trust the Department of Justice to enforce. Smith walks through the vote math behind 53 Senate Republicans and the Democrats who backed last year's Genius Act, the Blockchain Regulatory Certainty Act's protections for developers, and the new commodities pathway for token launches. She also maps where the sidelined capital goes, from the Middle East to Japan, if Clarity misses its window before the midterms. Host Laura Shin - Founder, CEO and Host of Unchained Guest Kristin Smith - President of the Solana Policy Institute Sponsor Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained   (use code: UNCHAINED). Timestamps:

Send us Fan MailWelcome to this episode of the Sexier than a Squirrel podcast, the podcast that brings you real-life dog training results, and sometimes human training ones too!This week, Lauren is joined by Alice to explore one of the most misunderstood pieces of dog training equipment there is: the muzzle. Whether you've never considered muzzle training before or you already have a dog who wears one, this episode is all about changing the conversation and showing how a muzzle can create more freedom, not less.Far too often, muzzles only come out when there's a crisis - an emergency vet visit, a bite risk, a scavenging habit, or new legal requirements. Lauren and Alice explain why waiting until you need a muzzle is one of the biggest mistakes owners can make. Instead, they explore how games-based training can build confidence long before the muzzle is ever needed, transforming it from something a dog tolerates into something they happily choose to wear. You'll also hear why muzzles aren't just for reactive dogs, but can be invaluable for cooperative care, grooming, travel, introductions, and preventing dangerous scavenging.The conversation also tackles some of the practical realities many owners face. Lauren and Alice discuss choosing a well-fitting basket muzzle that allows panting, drinking and taking treats, introducing new equipment through tiny, achievable steps, and making thoughtful adjustments to improve comfort. They also talk openly about breed-specific legislation, public perception, and why advocating for your dog with confidence is far more powerful than worrying about what other people might think.Whether your dog wears a muzzle today or you simply want to be prepared for whatever life brings, this episode will help you see muzzle training in a completely different light. It's a practical life skill that can improve safety, protect welfare, and open up opportunities for dogs to enjoy more of the world with confidence.Ready to get started? Explore our Mastering the Muzzle courseabsolutedogs.me/masteringthemuzzleAnd if you'd like to discover more games-based training, grab the Games Club £1 trial absolutedogs.me/7daytrialSupport the showIf you're loving the podcast, you'll love our NEW Sexier than a Squirrel Dog Training Challenge even more! Get transformational dog training today for only £27!Want even more epic dog training fun and games and solutions to all your dog training struggles? Join us in the AbsoluteDogs Games Club!https://absolutedogs.me/gamesclub Want to take your learning to the next level? Jump into the games-based training membership for passionate dog owners and aspiring trainers that know they want more for themselves and their dog -  Pro Dog Trainer Club! https://absolutedogs.me/prodogtrainerclub And while you're here, please leave a review for us and don't forget to hit share and post your biggest lightbulb moment! Remember, no matter what struggles you might be facing with your dog, there is always a game for that! 

Host Larry Weishuhn welcomes Dr. Mike Arnold, a geneticist and well seasoned outdoorsman, to discuss his recent hunting adventures in Africa. Mike shares that he maximizes his transatlantic flights by booking mini-safaris to hunt multiple species across diverse terrains. Mike began his trip in Johannesburg before heading to the Great Karoo, a high-desert region sitting at 6,000 to 6,500 feet in elevation. He hunted on a newly organized 50,000-acre property divided into a 28,000-acre low-fenced area and a 20,000-acre high-fenced area used to protect white rhinos from poachers. His targets were the Bontebok and its closely related subspecies, the Blessbok, both of which were historically driven to near extinction by farmers but saved through agricultural game-farming systems. Mike noted that both species were highly flighty and challenging to stalk, comparing their behavior to North American Pronghorn antelope. He successfully harvested a beautiful Bontebok ram at 250 yards, and after missing two initial shots, harvested a Blessbok at the same distance. The high-elevation terrain was unseasonably cold, and the hunters were snowed on while pursuing game in the higher mountain property. Mike traveled higher into the Stormberg area for a bird hunt commissioned by Diana Rupp for Sports Afield magazine. Using a Fausti shotgun, he targeted Greywing partridge, Guineafowl, and Snipe. The Greywing population was surprisingly sparse, which locals attributed to a recent fungal infection. The wild Guineafowl proved to be incredibly fast runners, requiring a spot-and-stalk hunting approach to flush them out. Snipe hunting in the marshes was extremely difficult because the birds fly only a few feet off the ground, though Mike eventually harvested a female after two missed shots. Despite his wife Frances initially forbidding more taxidermy in the house, they agreed to commission a full-body mount of the snipe. The couple then flew to Coutada 11 in Mozambique, an area characterized by massive conservation successes, including hyena reintroductions and a lion population that grew from 24 to 100 individuals. At Frances's request, Mike embarked on a "community buffalo" hunt to provide meat for a local village. This was a "reverse trophy hunt" where hunters pay to harvest an old, non-exportable Cape buffalo bull solely to feed the community. After a grueling 10-hour track through woods and crocodile-infested marshes, Mike successfully shot the buffalo at 178 yards using a .416 Rigby CZ bolt-action rifle. Mike also hunted a Crawshay's zebra, a unique plains zebra noted for having stripes that go all the way down to its hooves and an asymmetrical backline. He harvested the zebra at 65 yards using his guide's custom .338-06 rifle loaded with Hornady ELD-X bullets. Frances requested the zebra be made into a flat skin rather than a traditional rug with a felt backing to avoid tripping on it in their bedroom. Mike is gathering material for his upcoming book focusing on hunters who have helped bring species back from the brink of extinction. He has two remaining hunts for the book: an Arctic snowmobile hunt for muskox and a hunt for chamois in Spain. Listeners can find Mike's current books and his podcast, Bringing Back the Wild, at mikearnoldoutdoors.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

A conversation with Jaco Swanepoel of Numzaan Safaris on what it actually takes to book and run a South African hunting safari, real pricing, gun rental logistics, dangerous game encounters with Cape buffalo and hippo, and why a plains game hunt often costs less than a domestic elk trip. Also covered: predator calling in South Africa, shot placement across different species, and the economics of trade shows. Episode brought to you by allymunitions.com.https://www.numzaan.com/https://www.youtube.com/@numzaansafaris5783https://www.facebook.com/share/1NuU3p6f3M/?mibextid=wwXIfrhttps://www.instagram.com/numzaan_safaris/

John speaks to Dumo Mfini, Managing Director of Culinary at Tiger Brands, about the company's R200 million investment in its Paarl mega-site and the return of Mrs Ball's chutney production to its Western Cape roots. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

John Maytham speaks to News24’s crime reporter, Vulani Ludidi about the latest wave of gun violence in the Cape. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Jesse Pollak owns the Base App's social miss, unpacks Robinhood Chain's rise, and explains Brian Armstrong's memecoin moment. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Jesse Pollak spent the week owning a very public miss. In a lengthy post, the Base creator admitted the Base App's social bet had not worked, leaving Base behind in perps, prediction markets and tokenization, and handed the app's reins to Jordan Fish, better known as Cobie. Pollak joins Laura Shin to unpack why the pivot happened now, what he makes of Coinbase CEO Brian Armstrong's memecoin controversy over a token called $BRIAN, and how Base plans to compete as Robinhood Chain outpaces it on daily active users, according to Artemis data. They cover Base's move off Optimism's stack onto its own Azul, Beryl and Cobalt upgrades, a roadmap toward 20,000 transactions per second under the new B20 stablecoin standard, and the x402 agentic payments protocol already handling roughly 90% of Base's transaction volume. Pollak argues less than 1% of the world uses crypto, and that Base's bet is on whoever builds the trusted rails first. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jesse Pollak - Creator of Base Timestamps

Cole Kennelly, founder and CEO of Volmex Labs, traces why BVIV and BVIV-US diverge around IBIT's regulated options market, makes the case that Ethereum, Solana, and Hyperliquid have more to gain from the Clarity Act than Bitcoin, and shares his outlook for an increasingly institutional crypto market by year-end. Host: Steven Ehrlich, Head of Research at Sharplink Guest: Cole Kennelly - Founder and CEO of Volmex Labs This clip is from a longer conversation on the Clarity Act's uneven impact across crypto and Volmex's institutional outlook for the market. Full episode here: https://youtu.be/9SUeqeInZws?si=gF6-ZEEy-BED-yJa  We go live every Monday - subscribe to catch it live. Sponsor Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained   (use code: UNCHAINED). Chapters:

Lebron James is leaving the Lakers. A house fire has killed a man on the Cape. A Peabody farmer has a message for the public, regarding roosters. Stay in "the loop" with WBZ news radio.See omnystudio.com/listener for privacy information.

An OpenAI model hacked Hugging Face to cheat its own test. Kain and Taylor break it down — plus Base's failed social bet and the North Korean IT workers still inside crypto. ======================================================== Thank you to our sponsors! ⁠⁠⁠⁠Cape⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠ (use code: UNCHAINED). ======================================================== Coinbase just handed Jesse Pollak's Base app to Cobie, days after Pollak posted a public mea culpa admitting that the onchain-social and creator-coin bet behind Base never worked. Kain Warwick and Taylor Monahan trace why Base swung so hard at social instead of perps and prediction markets, and argue Coinbase's bottomless-money culture, the same one that let Google build Android on a whim, makes it nearly impossible for founders to know when a bet has genuinely failed. They also unpack Brian Armstrong's memecoin profile-picture flap, arguing the outrage is almost entirely manufactured by traders chasing volatility, the North Korean IT workers still quietly inside much of the crypto industry, and the strangest story of the week: an unreleased OpenAI model that chained two zero-day exploits to escape its test sandbox and hack Hugging Face's benchmarking servers for the answers. The episode closes on an uncomfortable question: if a model will cheat on a security test just to avoid not knowing its score, what else will it break to get there? Hosts: ⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠ - Host of Uneasy Money and Founder of Infinex and Synthetix ⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠ - Co-host of Uneasy Money and Security Expert Timestamps

HEALTH NEWS   Curcumin shows the best balance against cancer, study shows First trial confirms swimming reduces disability from chronic back pain Nanoplastics in Drinking Water May Be Making Dangerous Bacteria Stronger, New Study Warns Kids remember veggie scents from womb, study finds Watermelon Contains Compounds Linked to Cardiovascular and Metabolic Health, Studies Show   Curcumin shows the best balance against cancer, study shows Wroclaw Medical University (Poland), July 22 2026 (News-Medical) Curcumin, berberine, and other plant-derived compounds have long attracted scientific interest because of their anti-inflammatory and anticancer properties. A new study by researchers from Wroclaw Medical University, however, shows that not all natural compounds act in the same way, and strong anticancer activity does not always go hand in hand with a good safety profile. The researchers compared five compounds: curcumin, berberine, biochanin A, cucurbitacin E, and CAPE (caffeic acid phenethyl ester), a component of propolis. They investigated how these substances affected fibrosarcoma cells and healthy muscle cells. The study focused on the NF-κB signaling pathway, which regulates inflammation, metabolism, cell survival, and cellular aging. The tested compounds disrupted mitochondrial function, reducing the cancer cells' ability to produce energy. In fibrosarcoma cells, ATP levels decreased by approximately 83–92%, compared with reductions of around 23–73% in healthy muscle cells. This suggests that cancer cells are more vulnerable to disturbances in energy metabolism. The compounds also affected mitophagy, the process responsible for removing damaged mitochondria. All five compounds induced features of cellular senescence in fibrosarcoma cells. In this state, cells remain alive but permanently lose their ability to divide. The strongest effect was observed with curcumin. The proportion of senescent cancer cells increased from approximately 16.5% to more than 75%. For the other compounds, the percentage exceeded 66% as well. Healthy muscle cells generally showed a weaker response, suggesting a degree of selectivity towards cancer cells.   First trial confirms swimming reduces disability from chronic back pain Macquarie University, July 21 2026 (Eurekalert)   Australian research has shown for the first time that a program of swimming can be clinically effective in reducing disability from chronic low back pain.  Publishedin the British Journal of Sports Medicine, the clinical trial found an eight-week individualised program of swimming and education, guided by a physiotherapist, improved function and pain significantly more than education alone in people with back pain.  The researchers recruited 76 adults aged 26 to 74 (average 41 years) who were experiencing some disability due to low back pain lasting for at least 12 weeks and allocated them at random to one of two groups. One group received an eight-week individualised program of swimming and education, supported by four telehealth coaching sessions with a physiotherapist. They weren't regular swimmers, but they were able to swim 25 metres and feel confident in the water.  The swimming programme was based on a goal of achieving three sessions of 30-45 minutes by the end of the eight weeks.  After eight weeks, disability was significantly lower in the swimming group.  They improved by about 50 per cent from where they were before starting the program. Compared to the control group who received education only, swimmers scored on average 2.5 points or 30 per cent lower on a widely used disability scale.     Nanoplastics in Drinking Water May Be Making Dangerous Bacteria Stronger, New Study Warns Virginia Tech University, July 21 2026 (Natural News) A study published in the journal Water Research found that nanoplastics, tiny plastic particles invisible to the naked eye, can increase the mechanical strength of bacterial biofilms and make them more resistant to disinfectants. The research, conducted by Virginia Tech and an international team, examined how these particles affect microbial communities inside drinking water systems.  The findings indicate indirect public health risks through water systems. The nanoplastics can make the antimicrobial-resistant pathogens better survive, which could be harmful to the environment and would have public health implications.   The study focused on biofilms containing E. coli and Pseudomonas aeruginosa, two bacteria commonly associated with waterborne infections. When exposed to nanoplastics, the bacteria activated multiple defense mechanisms, resulting in thicker, heavier biofilms. These strengthened biofilms pose a greater challenge for water treatment facilities, according to the researchers. Biofilms are communities of bacteria that attach to surfaces, such as the interior walls of water pipes. These bacterial colonies produce a protective matrix that shields them from environmental threats, including disinfectants. While some biofilms are beneficial, those formed by pathogenic bacteria can pose risks inside drinking water distribution systems.   Waterborne nanoplastics are already widespread. A French government study found that glass bottles can contain five to 50 times more microplastics than plastic bottles, with contamination often originating from painted caps.   Kids remember veggie scents from womb, study finds Durham University, May 13 2026 (Medical Xpress) Experiencing bitter or non-bitter flavors before birth can shape taste likes or dislikes after being born, according to new research led by the Durham University Department of Psychology. Researchers found that young children are less likely to react negatively to the smell of vegetables they were repeatedly exposed to in the womb. They say their findings could have implications for establishing healthy eating habits in children. The researchers examined the facial reactions of 12 three-year-olds to the non-bitter smell of carrot or the bitter smell of kale. They found that the three-year-olds whose mothers had taken carrot powder capsules as part of a controlled experiment when pregnant were less likely to show negative facial reactions toward the smell of carrot. Similarly, those whose mothers had taken kale powder capsules while pregnant reacted less negatively to the smell of kale. The researchers say their latest finding supports the argument that exposure to flavors in late pregnancy can result in long-lasting odor or flavor memory in children.   Watermelon Contains Compounds Linked to Cardiovascular and Metabolic Health, Studies Show UCLA, July 22 2026 (Natural News)   Watermelon contains bioactive compounds that have been linked to improvements in cardiovascular function and metabolic healths. The fruit is a source of the amino acid citrulline, which the body converts to arginine, and the antioxidant lycopene, both of which have been associated with positive health outcomes. According to a review in the journal Nutrition clinique et métabolisme, watermelon consumption increases plasma arginine concentrations in adults. The body converts citrulline into arginine, which then supports nitric oxide production, a molecule that helps relax blood vessels. Lycopene, the carotenoid responsible for watermelon's red color, is also present in notable amounts and acts as an antioxidant. Watermelon's L-citrulline and L-arginine content improves arterial function and blood pressure Another report states that citrulline is useful for blood pressure regulation and metabolic health.  

The CFTC pulled a power last used in the Carter era to rescue Kalshi. Katherine, Jessi, and Vy Le on what it means — plus Japan's crypto tax cut and DTCC's tokenization leap. ======================================================== Thank you to our sponsor! ⁠⁠⁠Cape⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). ======================================================== Kalshi had a rough week. Sued by Michigan, hit with a restraining order, then rescued by a CFTC emergency power invoked only four times in the agency's history, most recently during Jimmy Carter's Cold War grain embargo. Katherine Kirkpatrick Bos, Jessi Brooks, and Vy Le untangle how a fight over sports event contracts became a battle over federal preemption, why Kalshi also pulled its flight cancellation contracts under public pressure, and the insider-trading allegation swirling around a Trump teleprompter operator. They also cover Japan's new financial instruments law, which cuts crypto's tax rate from as high as 55% to a flat 20% and is already pulling Amazon Japan's delivery drivers onto yen stablecoins. Then there's DTCC's live settlement of tokenized securities with JPMorgan, Goldman, and BlackRock, which Vy Le argues could end the era of synthetic wrapper tokens. And the Clarity Act, still stuck on ethics and yield disputes as the midterms eat into Congress's calendar. The episode closes on a rare bright note: pseudonymous investigator ZachXBT turning impersonation memecoins into charity donations for Venezuela's earthquake victims. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Katherine Kirkpatrick Bos⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel. Previously held senior legal roles across DeFi and centralized exchanges. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vy Le⁠⁠⁠⁠⁠⁠⁠ - Co-host of DEX in the City and General Counsel of Veda Timestamps

The small, black relatives of the blueberry grow all over the Cape and Islands.

For July-brary this week, we opened up our Kanopy App and checked out Zodiac, the David Fincher serial killer drama about how getting super into true crime will make your family leave you. Tune in next week when our movie will be... Mouse Hunt  ----- FlemGems ETSY Store! Jordan is going to be at San Diego Comic Con July 24th and 25th. Jordan will be at Cape and Cowl Con, Sunday August 30th at Faction Brewing in Oakland. Jordan's new comic mini-series The Amazing Venom is coming in September. Pre-order signed copies bit.ly/goofriends.   Help support this show and unlock bonus content! Become a member at https://maximumfun.org/joinfreewithads

A rare tropical seabird has spent weeks charming its way around Scituate Harbor, perching on cars, deck railings, and even the heads of beachgoers and their dogs. Bridled Terns almost never show up in Massachusetts outside of hurricanes, let alone linger all summer acting like a friendly parrot. This week we dig into the sighting history, compare it to a more standoffish bird that's been working the coast of Maine and New Hampshire since 2024, and consider a few Cape reports from earlier this summer that may be connected. Plus a theory involving a marooned sailor and a rottweiler named Flotsam.

In part 2 of our Father's Day weekend trips, Eric discusses ProffittPalooza 2026. We go over the itinerary, ballpark food and merch. We also preview the other trips we both were getting ready to leave on. Be sure to follow us online. Earned Fun Average - Instagram: https://www.instagram.com/earnedfunavg/ (@EarnedFunAvg)Twitter: https://www.twitter.com/earnedfunavg/ (@EarnedFunAvg)Blue Sky: https://www.bsky.app/profile/earnedfunavg.bsky.social  (@EarnedFunAvg.bsky.social)Threads: https://www.threads.com/@earnedfunavg (@EarnedFunAvg)Curved Brim Media -Website: https://www.curvedbrimmedia.com/Instagram: https://www.instagram.com/curvedbrimmedia/ (@CurvedBrimMedia)Twitter: https://www.twitter.com/CurvedBrim/ (@CurvedBrim)

Lyn Alden raised $40M to launch Orange Juice, a holding company that buys cash-flowing businesses and layers Bitcoin on top, not another pure-play treasury bet. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Lyn Alden just raised $40 million to launch a Bitcoin-backed holding company that skips the trade most of crypto is chasing. Rather than build another pure-play Bitcoin treasury stock, Orange Juice buys cash-flowing, unglamorous businesses and layers a Bitcoin treasury on top at the parent-company level. Lyn Alden, cofounder of Orange Juice and a partner at Ego Death Capital, frames it as a countercyclical alternative to procyclical treasury companies, and she does not spare Strategy from criticism. She compares Orange Juice's structure to Berkshire Hathaway and argues Strategy let its dollar reserve fall too far, weighing in as Laura invokes Michael Saylor's 'sell a kidney' line and STRC's slide to near $85 against its $100 target. She also addresses BIP-110's inscription debate and Bitcoin's quantum computing threat, questioning whether the community's resistance to change is a strength or a liability. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Lyn Alden - Cofounder of Orange Juice and Partner at Ego Death Capital Timestamps

This week's froggy friend is BIG.---Follow us on Tumblr! - https://weeklyfrogpod.tumblr.com/Follow us on Bluesky! - https://bsky.app/profile/weeklyfrogpod.bsky.socialCheck out our website! - https://frogpod.online/Check out The Worst Garbage! - https://theworstgarbage.online/---Thank you Boqeh for the music! Check him out! - https://boqeh.bandcamp.com/

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Don't let the weather change the plan. Stormburst is built for unpredictable days, wet trails, and whatever the forecast throws your way.—grab 15% off here: https://vessi.com/wanshow • Free shipping • 30‑day returns • 1‑year warranty Sign up with the following links and enjoy the first 6 months of OpManager Nexus free. On-Site: https://lmg.gg/site24x7 Cloud: https://lmg.gg/manageengine Traditional carriers track your data. Cape protects it with built-in privacy features like IMSI rotation and last-mile encrypted texting. Use code WAN and get 33% off your first 6 months: https://cape.co/wan App Download Links: Apple: https://lmg.gg/CapeIOS Google: https://lmg.gg/CapeAndroid Accrescent App Store: https://accrescent.app/ Thanks Wispr Flow for sponsoring this video! Check them out at https://ref.wisprflow.ai/wan-show-yt-1 and use code WANSHOW for a free month of Wispr Flow Pro! Get a Circuit Board skin for your device so dbrand can keep messing with Linus at https://dbrand.com/pcb Check out the Razer Blade series of laptops; perfect for work or pleasure: https://lmg.gg/wanrazerblade Game or work in comfort on a Razer Iskur V2: https://lmg.gg/wanrazeriskur Get a special deal on Private Internet Access VPN today at https://www.piavpn.com/LinusWan Purchases made through some store links may provide some compensation to Linus Media Group. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cap's founders on shrinking their Stabledrop from $11M to $4M — plus a $23M hack traced toward North Korea, a BarnBridge governance exploit, and Kain's case to force weak L2s to become their own L1s. ======================================================== Thank you to our sponsors! ⁠⁠⁠Cape⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠ (use code: UNCHAINED). ======================================================== Cap committed to a roughly 11 million dollar Stabledrop in February, promising early users stablecoins instead of tokens. A delayed token sale raised less than hoped, and the reward shrank to about 4 million, forcing a fast rewrite of who got paid. Benjamin Sarquis Peillard, Founder and CEO of Cap, and Weso of Cap join Kain Warwick and Taylor Monahan to walk through a restructuring that made yield-token holders whole, left farmers without a windfall, and argue points programs are an uncapped marketing expense many projects cannot afford. The conversation widens into EthSystems, a new Ethereum Foundation spinout backed by Joe Lubin, SharpLink and BitMine, Jesse Pollak handing Base product leadership to Cobie, Robinhood Chain's Morpho integration, and whether Ethereum mainnet undercharges L2s. They revisit BarnBridge's SEC-era DAO structure, a dormant governance exploit, a MetaMask and Revoke.cash delegation tool, and a 23 million dollar Ostium hack Taylor traced toward North Korea. Kain closes with a Three Mile Island analogy: complex systems fail not from one mistake, but from small shortcuts compounding at once. Hosts: ⁠⁠⁠Kain Warwick⁠⁠⁠ - Host of Uneasy Money and Founder of Infinex and Synthetix ⁠⁠⁠Taylor Monahan⁠⁠⁠ - Co-host of Uneasy Money and Security Expert Guests: Benjamin Sarquis Peillard - Founder and CEO of Cap Weso - Co-Founder of Cap Timestamps

Two weeks after launch, 85% of Robinhood Chain's trading is memecoins and just 1% is RWAs. Johann Kerbrat says that doesn't change the strategy. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Robinhood CEO Vlad Tenev told CNBC on July 2 that real-world assets, not memecoins, were the future of crypto on Robinhood Chain. Two weeks after launch, the numbers disagree: roughly 85% of daily trading on the chain is memecoins, while tokenized RWAs sit at about 1%. Johann Kerbrat, Vice President and General Manager of Robinhood Crypto, joins Laura Shin to argue the split is not a problem. He makes the case that building the chain permissionless was deliberate, and that memecoin trading through CashCat and PumpFun brings the liquidity RWAs will eventually need. Kerbrat also defends building the chain's lending and margin system on USDG over USDC or Tether, walks through the separate, unshared liquidity instance behind Robinhood's new perps product with Lighter, and addresses Robinhood's 63% quarterly drop in crypto transaction revenue. His answer: Robinhood Chain was never meant to smooth out that swing, and the real test is whether tokenization can outrun regulation. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Johann Kerbrat - Vice President and General Manager of Robinhood Crypto Timestamps

The Supreme Court just made it easier to fire SEC and CFTC commissioners. Katherine, Jessi, and Vy on why that could reset who controls crypto policy. Plus, the UK's new rulebook. ======================================================== Thank you to our sponsor! ⁠⁠Cape⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). ======================================================== The Supreme Court just tore up a 90-year-old precedent that kept independent-agency commissioners safe from a president's whims, and almost no one in crypto is talking about what it means for the SEC and the CFTC. Katherine Kirkpatrick Bos, Jessi Brooks, and Vy Le trace how the ruling in Trump v. Slaughter changes who actually controls financial regulation. Then they cross the Atlantic to the UK's sweeping new crypto rulebook and the European Commission's move to expand MiCA just as its first version fully takes effect. They also dig into a Cambridge report showing fighters from one of the world's most brutal terror groups using chatbots to troubleshoot weapons and plan attacks, and ask why there's no Section 230 for crypto or AI, only a growing pile of civil lawsuits testing where liability lands. Jessi Brooks argues crypto's decade of learning to police neutral technology might be the only playbook AI has left to borrow. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Katherine Kirkpatrick Bos⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel. Previously held senior legal roles across DeFi and centralized exchanges. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jessi Brooks⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, General Counsel at Ribbit Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vy Le⁠⁠⁠⁠⁠⁠ - Co-host of DEX in the City and General Counsel of Veda Timestamps