POPULARITY
This week, David and guest co-host Tom Schmidt (Dragonfly) unpack a deceptively quiet crypto market with Bitcoin dominance hitting 66% and altcoins eerily still. What meta could flip the trend? They dive into Circle's explosive 10x IPO, Robinhood's surprise crypto surge, and why Coinbase is finally catching up. Plus: the Kalshi vs. Polymarket drama, ICOs creeping back, and how meme coins might soon help you get a mortgage. Also: Vitalik's Layer 1 pivot, prediction markets heating up, and signs of a new retail cycle forming. Tom Schmidt & Chopping Block https://x.com/tomhschmidt https://x.com/_choppingblock https://x.com/dragonfly_xyz ------
Today's show:EVs are igniting a global tariff war, and Xiaomi's shockingly cheap, high-quality electric cars threaten to obliterate Western automakers, sparking fears of a manufacturing wipeout. In today's brand-new TWiST, Jason and Alex dive into the EV price war, Uber's rumored plan to team up with Travis Kalanick on a self-driving takeover, and DoorDash's mega-drones giving us a glimpse of the future of food delivery. Plus, Tesla's cautious safety driver rollout shows we're only in the early innings of the autonomous revolution, a consideration of Meta's talent shopping spree, AND a new edition of Reddit Rapid Response. Don't miss this deep dive into the future of cars, delivery, and AI.Timestamps:(02:24) Guess who's BACK at Uber? On the Travis Kalahnik-Pony AI deal.(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(17:24) All the huge opportunities for Kalshi, PolyMarket and prediction markets(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(25:37) TODAY'S POLYMARKET: How well will Apple's “F1” do at the box office?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(31:58)What actually IS AGI? And why does it matter for the Microsoft-OpenAI negotiation?(45:57) Inside Meta's massive Superintelligence shopping spree: maybe it's not so crazy to pay AI experts $100M?(01:05:15) Reddit Rapid Response: Can you be a great founder if you hate doing cold sales?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Join Michale, Mike, Yano and Santi on stage and LIVE from PERMISSIONLESS IV as they break down crypto's breakout moment for this week's roundup! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Michael - https://x.com/im_manderson Follow Mike - https://x.com/MikeIppolito_ Follow Santi - https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Get up to speed on the biggest stories in crypto each week. In five minutes. Get the Bitwise Weekly CIO Memo delivered directly to your inbox at bitwiseinvestments.com/ciomemo/empire -- Ledger, the global leader in digital asset security, proudly sponsors Expansion! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC's utility to DeFi. Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz Chapters: (00:00) Intro (01:25) The Growth of Prediction Markets (04:11) Polymarket vs Kalshi's Business Models (09:32) Ads (Geodnet, Bitwise) (11:08) Is Crypto Forming Its Own Mag 7? (19:16) Ads (Geodnet, Bitwise) (20:53) Global Capital Pools and the State of Venture (30:21) Bitcoin Dominance Is Up Only (36:21) Ads (Ledger, Citrea) (37:52) Verifiable Apps and the Effectiveness of the DAO (40:56) How to Play the Stablecoin Boom — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Investors are growing increasingly confident that the Federal Reserve will cut interest rates by the end of the year, as labor market data has shown signs of cooling in recent weeks.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:13 Sponsor: Tangem00:50 88% Chance01:16 Replacement this summer01:46 FOX: Should Trump be allowed to fire the Fed Chair03:34 Who should Trump choose?03:50 Fed Gov. Waller04:43 Elizabeth Warren: It's Trump not Powell06:33 Powell's approval rating07:00 GDP08:08 CNBC: How should you invest in this market10:05 Foreign investors10:30 Judge denies XRP case10:55 Polymarket x TIME11:30 ETH Conference13:00 USDG13:15 Outro#Crypto #Bitcoin #federalreserve ~Fed Rate Cut Chances Rising
We're coming to you live from Permissionless! We cover Polymarket's resurgence and cultural relevance, PumpFun's consumer-driven strategy and funding ambitions, and the evolving role of trading bots and prosumer apps. We also explore CEX onchain strategies, Robinhood's approach to crypto, and how IPO trends may reshape the industry's capital markets. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates -- Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast -- Follow Dan: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (0:52) Polymarket's New Raise (9:51) Ads (Katana & Legder) (10:28) PumpFun's Social Strategy (19:30) Ads (Katana & Legder) (20:35) Trading Bots & Prosumer Apps (27:31) PUMPs Impact on Solana (32:03) Marinade Ad (32:35) CEX Onchain Product Offerings (41:58) Dunk Boccaccio and Danny -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Het positieve sentiment op de cryptomarkt lijkt terug te keren, mede doordat de spanningen tussen de VS, Israël en Iran zijn afgenomen. Bitcoin beweegt mee met de NASDAQ en profiteert van de trend waarbij grote bedrijven bitcoins aan hun balans toevoegen. Deze week werd bekend dat opnieuw een Amerikaanse partij voor meer dan een miljard dollar aan bitcoin wil aanschaffen. Dat sluit aan bij een bredere ontwikkeling waarin institutionele beleggers zich steviger positioneren in de cryptowereld. Opvallend is wel dat altcoins iets achterblijven. Die blijken gevoeliger voor periodes waarin beleggers risico mijden. In de Amerikaanse politiek blijft crypto onderwerp van gesprek. Donald Trump overweegt nu een presidentieel decreet om zogenoemd ‘debanking’ tegen te gaan. Daarmee doelt hij op het weigeren van bankdiensten aan sectoren die politiek of maatschappelijk omstreden zijn, zoals crypto, cannabis en bepaalde technologiebedrijven. Onder president Biden kreeg dit beleid de bijnaam 'Operation Chokepoint 2.0'. Eerst werd gedacht dat het om een complottheorie ging, maar inmiddels is duidelijk geworden dat veel ondernemers daadwerkelijk hinder ondervonden. Trump had in zijn verkiezing beloofd hiermee te breken, maar kwam er nog niet officieel aan toe. Toch is de vraag of zo’n decreet daadwerkelijk verandering brengt. Het lijkt vooral symbolisch. Sinds Trumps herverkiezing is de sfeer in de Amerikaanse zakenwereld merkbaar veranderd. Banken en techbedrijven lijken zich weer comfortabel te voelen bij het bedienen van crypto-ondernemers. De status van de sector is fundamenteel veranderd; crypto is inmiddels mainstream en wordt door de president zelf geprezen. Dat maakt het voor financiële instellingen lastiger om hun diensten te weigeren. Tegelijk blijft de afweging wie wel of geen klant mag zijn uiteindelijk aan commerciële bedrijven zelf. Verder kwam het crypto-wedplatform Polymarket in het nieuws door een nieuwe investeringsronde, waarmee het bedrijf een waardering van één miljard dollar kreeg. Op het platform kunnen gebruikers wedden op de uitkomst van allerlei gebeurtenissen, zoals verkiezingen of geopolitieke ontwikkelingen. Bij de vorige Amerikaanse presidentsverkiezingen bleek Polymarket er met zijn voorspellingen opvallend dichtbij te zitten. Toch draait het platform nog geen grote winsten. De inkomsten komen vooral uit transactiekosten, maar die zijn klein. De huidige strategie is vooral gericht op gebruikersgroei. Zo kan er inmiddels ook gewed worden op de uitslag van de Nederlandse verkiezingen in oktober, waarbij de PVV volgens de markt als favoriet geldt. De koers van Bitcoin beweegt op en neer, maar als je uitzoomt is de markt behoorlijk stabiel. Op dit moment noteert de munt rond de 104.000 dollar. De geopolitieke spanningen, vooral die tussen Israël en Iran, zorgen voor onzekerheid op financiële markten, maar drukken de koers niet structureel omlaag. Opvallend is dat beursgenoteerde bedrijven intussen gewoon blijven inkopen. Alleen deze week al werd er ruim 12.000 bitcoin toegevoegd aan balansen van bedrijven. Daarvan kwamen er 10.000 van Microstrategy, het bedrijf van Michael Saylor, dat inmiddels bijna 600.000 bitcoin bezit. Ook Donald Trump laat via zijn zakelijke vehikel naar verluidt binnenkort van zich horen met een mogelijke aankoop van 2,5 miljard dollar aan bitcoin. Deze week in de CryptocastEen nieuwe aflevering in onze Deep Dive serie. Dit keer behandelen we het onderwerp stablecoins van A tot Z. Want: die worden extreem veel gebruikt, voornamelijk door mensen op het zuidelijk halfrond. En de Amerikaanse regering ziet stablecoins inmiddels als vervanging voor een digitale dollar, die in ontwikkeling was. Uiteraard met vaste co-hosts Bert Slagter en Veronique Estié. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocast See omnystudio.com/listener for privacy information.
Het positieve sentiment op de cryptomarkt lijkt terug te keren, mede doordat de spanningen tussen de VS, Israël en Iran zijn afgenomen. Bitcoin beweegt mee met de NASDAQ en profiteert van de trend waarbij grote bedrijven bitcoins aan hun balans toevoegen. Deze week werd bekend dat opnieuw een Amerikaanse partij voor meer dan een miljard dollar aan bitcoin wil aanschaffen. Dat sluit aan bij een bredere ontwikkeling waarin institutionele beleggers zich steviger positioneren in de cryptowereld. Opvallend is wel dat altcoins iets achterblijven. Die blijken gevoeliger voor periodes waarin beleggers risico mijden. In de Amerikaanse politiek blijft crypto onderwerp van gesprek. Donald Trump overweegt nu een presidentieel decreet om zogenoemd ‘debanking’ tegen te gaan. Daarmee doelt hij op het weigeren van bankdiensten aan sectoren die politiek of maatschappelijk omstreden zijn, zoals crypto, cannabis en bepaalde technologiebedrijven. Onder president Biden kreeg dit beleid de bijnaam 'Operation Chokepoint 2.0'. Eerst werd gedacht dat het om een complottheorie ging, maar inmiddels is duidelijk geworden dat veel ondernemers daadwerkelijk hinder ondervonden. Trump had in zijn verkiezing beloofd hiermee te breken, maar kwam er nog niet officieel aan toe. Toch is de vraag of zo’n decreet daadwerkelijk verandering brengt. Het lijkt vooral symbolisch. Sinds Trumps herverkiezing is de sfeer in de Amerikaanse zakenwereld merkbaar veranderd. Banken en techbedrijven lijken zich weer comfortabel te voelen bij het bedienen van crypto-ondernemers. De status van de sector is fundamenteel veranderd; crypto is inmiddels mainstream en wordt door de president zelf geprezen. Dat maakt het voor financiële instellingen lastiger om hun diensten te weigeren. Tegelijk blijft de afweging wie wel of geen klant mag zijn uiteindelijk aan commerciële bedrijven zelf. Verder kwam het crypto-wedplatform Polymarket in het nieuws door een nieuwe investeringsronde, waarmee het bedrijf een waardering van één miljard dollar kreeg. Op het platform kunnen gebruikers wedden op de uitkomst van allerlei gebeurtenissen, zoals verkiezingen of geopolitieke ontwikkelingen. Bij de vorige Amerikaanse presidentsverkiezingen bleek Polymarket er met zijn voorspellingen opvallend dichtbij te zitten. Toch draait het platform nog geen grote winsten. De inkomsten komen vooral uit transactiekosten, maar die zijn klein. De huidige strategie is vooral gericht op gebruikersgroei. Zo kan er inmiddels ook gewed worden op de uitslag van de Nederlandse verkiezingen in oktober, waarbij de PVV volgens de markt als favoriet geldt. De koers van Bitcoin beweegt op en neer, maar als je uitzoomt is de markt behoorlijk stabiel. Op dit moment noteert de munt rond de 104.000 dollar. De geopolitieke spanningen, vooral die tussen Israël en Iran, zorgen voor onzekerheid op financiële markten, maar drukken de koers niet structureel omlaag. Opvallend is dat beursgenoteerde bedrijven intussen gewoon blijven inkopen. Alleen deze week al werd er ruim 12.000 bitcoin toegevoegd aan balansen van bedrijven. Daarvan kwamen er 10.000 van Microstrategy, het bedrijf van Michael Saylor, dat inmiddels bijna 600.000 bitcoin bezit. Ook Donald Trump laat via zijn zakelijke vehikel naar verluidt binnenkort van zich horen met een mogelijke aankoop van 2,5 miljard dollar aan bitcoin. Deze week in de CryptocastEen nieuwe aflevering in onze Deep Dive serie. Dit keer behandelen we het onderwerp stablecoins van A tot Z. Want: die worden extreem veel gebruikt, voornamelijk door mensen op het zuidelijk halfrond. En de Amerikaanse regering ziet stablecoins inmiddels als vervanging voor een digitale dollar, die in ontwikkeling was. Uiteraard met vaste co-hosts Bert Slagter en Veronique Estié. Met Daniël Mol bespreken we elke week de stand van de cryptomarkt. Luister live donderdagochtend rond 8:50 in De Ochtendspits, of wanneer je wilt via bnr.nl/podcast/cryptocast See omnystudio.com/listener for privacy information.
The 5 things you need to know before the stock market opens today: Treasury Secretary Scott Bessent believes President Trump's tax and spending bill is on track for Senate passage this week, betting site Polymarket is close to raising $200 million in a new funding round, there's a new opportunity for crypto investors to have access to private companies, chip design firm Ambarella is working on a potential sale, and Micron reports quarterly results after the bell. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.
New York Elects Radical Muslim Socialist, and No Your Waffle House Card Will Not Get You Through TSALive Show Monday-Thursday, 3pm est.SOCIALS: https://linktr.ee/drewberquist NEWS: https://DrewBerquist.com MERCH: https://RedBeachNation.com#DrewBerquist #ThisIsMyShow #TIMSTop 100 Political News Podcast with https://www.millionpodcasts.com/political-news-podcasts/Show Notes/Links:President Trump announces again that strikes in Iran caused total obliterationhttps://x.com/TheInsiderPaper/status/1937810025147404467Iran officials declare U.S. strikes badly damaged nuclear siteshttps://x.com/TheInsiderPaper/status/1937835979387400667NATO Secretary General Mark Rutte thanks President Trump for bringing peace to world and Middle Easthttps://x.com/i/status/1937802306164052307Israel announces it will focus its military strikes on Gaza, after Iranian ceasefirehttps://x.com/Polymarket/status/1937561847521038617Iran ceases cooperation with IAEA, chants to Death to Americahttps://x.com/MarioNawfal/status/1937828127092113416President Trump says NATO partners going up to 5% for spendinghttps://x.com/MarioNawfal/status/1937799666369761775Zohran Mamdani speaks to supporters after primary winhttps://x.com/DefiantLs/status/1937838544849891729Zohran Mamdani shares goals for cityhttps://x.com/libsoftiktok/status/1937742035416678621Zohran says he would arrest Netanyahu if he visits New Yorkhttps://x.com/ClayTravis/status/1937703801131299169Homan hints that arrests are coming for government officials in sanctuary cities after Trump's EOhttps://x.com/PaulGoldEagle/status/1937621086121918567The TSA is urging travelers not to present Waffle House cards at security checkpoints, as they do not qualify as valid Real ID alternatives for air travelhttps://x.com/rawsalerts/status/1937617631361577180See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Bitcoin and the broader crypto market rebounded on Tuesday after President Donald Trump announced a pause in the escalating conflict between Iran and Israel, and despite his follow up warnings to both countries. ~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:18 Sponsor: Tangem00:50 Ceasefire02:00 Trump not happy with Israel03:48 China olive branch04:26 Vlad: How is retail responding + crypto bill framework06:36 Robinhood big news soon07:00 Powell: Banks allowed to custody crypto08:12 Cramer to Visa CEO: “Are you a needless middleman?”10:13 Mastercard11:00 Trump Exec order11:22 Delta Fund Manager: Institution frenzy to provide crypto for clients12:30 Retail demographics13:20 TradFi degens are back14:14 Polymarket valuation14:35 Vlad: Their role in prediction markets15:41 Powell not ready to cut16:10 September cut?17:02 CPI data quality deteriorating17:36 Trueflation18:11 ETH looking bullish18:43 $SBET19:22 Outro#Crypto #Bitcoin #ethereum~Retail Rally Incoming?
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
Today's HeadlinesTopsy Turvy Market - Lot's of volatility in the last 48-72 hours. We get into prices. Polymarket is reportedly on the Verge of Raising $200M at $1B Valuation.In stablecoin news, Trump has called for the immediate advancement of the GENIUS ACT and Wyoming is looking to move forward with its own stablecoin bill to generate revenue with SEI and Aptos tapped as a favorite to be the chain of choice.Celestia co-founder Mustafa Al-Bassam cites that they have a $100 million war chest and six-year runway to ‘play the long game' as their native token drops over 90% from peak.Finally, Ledger reveals new Recovery Key, a physical ‘spare key' thats a one tap-to-recover crypto wallet.Friends of the ShowC3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostsQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile Hosted on Acast. See acast.com/privacy for more information.
* 儘管中東出現軍事衝突,但國際油價不升反跌;並創下2022年以來最大單日跌幅,反映市場基本面已發生結構性轉變 。* 傳統地緣政治觀念(即中東一有戰事,油價必升至三位數)已經失效。此現象的核心原因在於美國頁岩油革命導致全球石油供應格局改變,以及市場參與者對衝突的解讀已不同以往。* 伊朗還擊被視為弱勢姿態:市場將伊朗向美國卡塔爾基地的導彈還擊,解讀為僅具象徵意義的姿態,並未對實質供應構成威脅,因此油價不升反跌。* 全球石油供應權轉移:* 自2023年起,非油組國的石油產量已超越油組國(OPEC)。* 美國憑藉頁岩油開採技術,已成為世界第一大產油國,產量從20年前的每日750萬桶,激增至現今的每日2100萬桶,超越歷史上任何國家。* 頁岩油技術革命:* 透過「水平鑽探」及「水力壓裂法」(Fracking),美國成功開採大量以往難以觸及的石油與天然氣資源。* 「石油見頂論」的歷史反思:* 歷史上(如1950、1970、2007年代)多次出現的「石油見頂論」(Peak Oil),事後證明並非供應真的見頂,而是預示著市場即將出現根本性轉變。* 沙特阿拉伯等中東國家早已預見此趨勢,並試圖透過發展金融、再生能源等方式分散風險。* 中東國家失去定價權:* 沙特曾在 2014 至 2016 年間,試圖透過增產壓低油價,以扼殺無利可圖的美國頁岩油生產商,但最終失敗告終。* 當油價低於每桶65美元時,美國頁岩油的利潤便非常微薄,但中東石油的開採成本依然更低。* 供應鏈的瓶頸:2020年疫情期間曾出現「負油價」,揭示了市場的瓶頸位在於原油的處理與儲藏能力,而非開採本身。* 新能源的競爭:中國的產能過剩,已令太陽能發電的成本首次低於煤炭,長遠對石油需求構成挑戰。* 地緣政治的轉向:* 由於失去了對石油市場的支配能力,中東國家反而變得更願意談判,以尋求穩定。* 近年沙特與以色列關係正常化,以及《阿伯拉罕和約》(Abraham Accords)的簽訂,都反映了此趨勢。結論與預測* 油價趨勢:從宏觀趨勢與客觀證據來看,未來油價下跌的機會大於上升。市場若出現突變,更有可能引發因供應鏈瓶頸導致的油價暴跌,而非急升。* 中東局勢:中東國家雖未必想進行重大的社會政治轉型,但因已失去石油武器的主導權,他們也並非真心希望發生大規模地緣政治衝突。* 戰爭可能性低:當前的伊以戰爭,不易演變成過去冷戰時期或兩伊戰爭的規模 19。金融市場對此普遍不感悲觀,例如 Polymarket 預測伊以在7月前達成停火協議的機會率高達89%。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe
This week, we explore BTC's turbulent price movements amid a volatile geopolitical backdrop. The team dives into an analysis of price performance for crypto equity-linked assets, developments in stablecoins, and partnerships between credit card issuers and crypto-native applications. Zaid from the Prime Financing team provides insights into significant trends in the crypto lending market. Concluding the discussion, David outlines the macro expectations for the week, while the team examines the notable surge in Polymarket activity.
In this episode, Group CEO Greg Newman is joined by Director of Benchmarking Jorge Montepeque and Research Associate Vincent Wu to unpack a volatile week in oil markets following missile exchanges between Israel and Iran - exacerbated by the U.S. stepping in. With a dramatic rally in options and front-end time spreads giving way to an even sharper collapse, the team dissects what actually drove the price action—and what happens next. This week's discussion dives into:• Why options (not flat price) drove the rally: open interest, hedging panic, and call buying hysteria• The Strait of Hormuz closure fear trade; how serious is the risk of strait closure?• The Polymarket signal, GPS jamming rumours, and real-time tanker trolling• How ADNOC's tactics sparked chaos in the physical market - and put the Murban benchmark at risk• CTAs, hedge funds, and retail: who made money, and who got smoked?• Refinery margins explode again: who hedged at the top and what it means for supply• Plus: the return of OPEC to the spotlight - and why Trump's oil tweets may matter more than ever Want to trade? Get a behind-the-scenes look at how the pros express views with relative value trades, uncorrelated contracts, and smart positioning. This episode is rich in education for newer traders, and deep enough for veterans hunting asymmetric opportunities. All the trades discussed are live on Onyx Markets, where you can practice, simulate, or dive in. Visit https://onyxmarkets.co.uk/
Jacky Pritchard, political bettor and former NY state lawyer, explains how Andrew Cuomo emerged as the frontrunning for New York City mayor. Timestamps 0:17: Jacky Pritchard 0:55: Pratik's impressions from Queens 2:44: Follow @iabvek and @politicalkiwi 3:17: Intro ends 5:17: Interview begins 6:00: How Jacky became interested in political betting 8:31: Jacky's legal background 9:52: How Cuomo made a comeback 22:46: Cuomo's scandals 26:10: Cuomo's legal problems 27:01: #metoo movement 30:34: Eric Adams 33:46: Cuomo as frontrunner 34:32: DoJ investigation against Cuomo 36:10: Zohran Mamdani 37:07: Ranked choice voting 38:41: Margin of victory 40:39: Number of RCV rounds 41:10: End of interview with Jacky 41:24: DC Forecasting and Prediction Markets Meetup 42:43: Forecasting meetups Follow Star Spangled Gamblers on Twitter/X: @ssgamblers Trade on the NYC Mayor's race at Polymarket.com, the world's largest prediction market. The next Washington DC Forecasting and Prediction Markets meetup is on Wednesday, June 25 from 6-9pm. Guest speaker: Robin Hanson. Details here: https://partiful.com/e/50RbhKj6jsiww1A8QKYO
The world's largest cryptocurrency on Sunday dipped below $100,000 for the first time in over a month following U.S. airstrikes on Iran. But could the conflict be calming down sooner than expected?~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:18 Sponsor: Coinbase00:40 Iran planning strike01:11 Trump still interested in diplomacy01:38 Still uncertainty around escalation03:06 BTC & S&P performance during crisis05:25 Pomp: Investors like Bitcoin volatility06:35 Polymarket spotlight07:42 JP Morgan using polymarket08:16 Oil held hostage10:00 Biggest oil producers10:40 Tom Lee: Sell the buildup, buy the invasion12:30 Tom Lee: $CRCL overvalued14:32 CNBC: Time to consider adjusting rate policy16:51 Treasury Season17:23 Upexi Solana Treasury17:55 Ubexi CSO: Solana has the best metrics19:30 $SBET bottom?20:07 $DAPP20:45 Jim Cramer Opening Bell21:40 Hearings tomorrow22:30 Outro#bitcoin #Crypto #ethereum~Conflict Crash Over?
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Host Sam Ewen breaks down the latest news in the crypto industry as President Trump warns Iran. President Donald Trump's warning on Iran sent overall crypto markets in turmoil and Polymarket bettors believe that there's an over 60% chance that the U.S. will take military action against Iran. Plus, the Senate passed the GENIUS Act and the USELESS coin draws hype. CoinDesk's Sam Ewen hosts “CoinDesk Daily.”-Is the Layer-1 landscape saturated? Bahamut Blockchain offers a fresh perspective, aligning validator economics with real usage. Discover Bahamut's new approach to validator rewards in our CoinDesk Research's latest report. In it we explore their novel Proof of Staking and Activity (PoSA) consensus mechanism and activity-weighted validator scoring system.Go to CoinDesk.com/Research to read more about the Bahamut Blockchain.-This episode was hosted by Sam Ewen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
TRENDING - NYC Comptroller and mayoral candidate Brad Lander arrested by ICE, Polymarket betting odds are not in Iran supreme leader's favor, Senator Mike Lee deletes controversial X posts about Minnesota lawmaker shootings, Kristi Noem rushed to the hospital, Kraft-Heinz to remove food dyes.
We are dangerously close to war with Iran Become A Member http://youtube.com/timcastnews/join The Green Room - https://rumble.com/playlists/aa56qw_g-j0 BUY CAST BREW COFFEE TO FIGHT BACK - https://castbrew.com/ Join The Discord Server - https://timcast.com/join-us/ Hang Out With Tim Pool & Crew LIVE At - http://Youtube.com/TimcastIRL
Esta semana en Espacio Cripto analizamos el impacto del conflicto entre Israel e Irán en los mercados, el avance de las stablecoins con Circle y Stripe, la integración de Polymarket con Twitter y la posible regulación en EE.UU.Aprende cripto con Crypto Mastery: https://www.espaciocripto.io/crypto-masterySuscríbete a Voyager: https://espaciocripto.io/voyagerComunidad de Espacio Cripto: https://t.me/espaciocripto00:00 - Intro 02:01 - Precios de la semana 03:23 - Polymarket y Twitter: impacto en la percepción de mercado 07:27 - Predicciones de Polymarket y reacción ante eventos 10:51 - Estrategia de adquisiciones de Stripe 14:10 - Stablecoin Summer: Circle sube 111% 17:37 - Estrategias de inversión en ICOs 18:41 - Regulación de stablecoins 21:21 - Dolarización del internet con USDC y Etherfuse 24:36 - Premios del hackathon de Bitso 25:37 - Outro
Der Angriff Israels auf den Iran hat die Märkte kalt erwischt – zumindest die Krypto-Märkte. Während Altcoins reihenweise abrutschten, war der Ölpreis schon vor dem ersten Einschlag nach oben geschossen. Ein Zufall? Oder haben Rohstoff-Trader ein besseres Gespür für geopolitische Eskalationen als der Rest des Markts? Und: Taugen sie vielleicht sogar als Frühwarnsystem für kommende Krypto-Crashes? Genau darüber sprechen Julius Nagel und Florian Adomeit in dieser Folge von Alles Coin, Nichts Muss.
This week, Ryan and David unpack Circle's stunning IPO debut, soaring to a $25B market cap and triggering Wall Street's stablecoin frenzy. They break down the landmark Genius Act vote, bringing unprecedented regulatory clarity to stablecoins, and dive into Stripe's latest crypto bet, acquiring wallet innovator Privy. Polymarket goes mainstream in an official integration with Twitter, while SEC Chair Paul Atkins embraces DeFi as fundamentally American. Plus, Gemini quietly files for IPO, Plasma's billion-dollar Tether chain ignites, and Trump unexpectedly endorses crypto at Coinbase. ------
Het was qua prijs een rustige week op de bitcoinmarkt. Onze favoriete munt hangt rond de $107.000. Genoeg ruimte dus voor Bert om je bij te praten over de cycles. Verder duiken we in vragen van luisteraars. Zijn bitcoin treasury companies topsignalen? En hoe zit het nou met bitcoin en geluk? Verder ook wat nieuwtjes: het verbod op cashbetalingen boven 3000 euro en de beursgang van Circle. Veel plezier!Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Amdax, Watson Law, HVK Stevens en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:14:00) Bookmark van Peter(00:25:00) Al die bedrijven die bitcoin aankopen: is dat niet een TOP-signaal?(00:41:00) Is er een verschil tussen geld en een store of value?(00:49:00) Het verschil tussen een raadspel en bitcoin mining.(00:56:00) Bookmark van Bert: Beursgang van Circle overtreft verwachtingen(01:16:00) Bookmark van Peter: Cashbetalingen >€ 3000 worden verboden(01:42:00) Bookmark van Bart: OP_RETURN saga loopt op zijn einde(01:45:00) Marktupdate(02:17:00) EindeBookmarksBert:Real numbers for stablecoin paymentsStripe neemt Privy (Crypto Wallet Infra) overCircle heeft succesvolle beursgangZou $COIN dan niet meer waard moeten zijn?Crypto exchange Gemini files for IPOBart:Steeds meer steun voor CTV+CSFSMerged PR from instagibbs: policy uncap datacarrier by defaultGloria Zhao:In Bolivia, real prices in shops are displayed in USD₮.we're joining forces with Polymarket as our official prediction market partnerPeter:Cashbetalingen >€ 3000 worden verboden
We talked more about the Knicks coaching situation and how there is no game plan other than asking to talk to coaches already under contract with other teams who will not give them up. For betting purposes, Polymarket has Rick Brunson at 26% and the others are at 25%. Gio went through the list. Jason Kidd is only 13% and Mark Jackson is only 1%.
The Knicks' chaotic coaching search continues, with Polymarket showing Rick Brunson as the slight favorite at 26%, while Jason Kidd and Mark Jackson lag at 13% and 1% respectively. Gio lightened the mood with an Ice Spice lyric. In sports, the Mets beat the Nationals, and the Yankees defeated the Royals thanks to Austin Wells's 5 RBIs and another Judge homer. Max Fried pitched well, and Chris Russo butchered more names. Aaron Glenn joked with the media, and Jim Harbaugh discussed recent health issues. The hour concluded with a discussion of early work hours affecting evening plans and news of a hole-in-one winning an Audi at Boomer's charity event.
Hour 1 Boomer and Gio are back from golfing for charity, where Gio got drunk for his birthday and sang a blues song about Matt Martin. They also hung out with Chad Smith. Sports highlights include Aaron Judge's massive homer and Aaron Rodgers' recent marriage. The Knicks coaching situation was a key topic, with Thibs, Johnnie Bryant, and Mark Jackson all discussed. Hour 2 The Knicks' chaotic coaching search continues, with Polymarket showing Rick Brunson as the slight favorite at 26%, while Jason Kidd and Mark Jackson lag at 13% and 1% respectively. Gio lightened the mood with an Ice Spice lyric. In sports, the Mets beat the Nationals, and the Yankees defeated the Royals thanks to Austin Wells's 5 RBIs and another Judge homer. Max Fried pitched well, and Chris Russo butchered more names. Aaron Glenn joked with the media, and Jim Harbaugh discussed recent health issues. The hour concluded with a discussion of early work hours affecting evening plans and news of a hole-in-one winning an Audi at Boomer's charity event. Hour 3 It seems Chris Kreider is headed to the Anaheim Ducks. The Knicks still lack a head coach and a clear plan to find one, with Ron Artest even lobbying for the job on BT & Sal, prompting Gio to question why former players aim directly for head coaching roles instead of staff positions. The Bengals are facing player contract issues. Jerry provided an update, which included sounds of Giancarlo Stanton getting hits for the Somerset Patriots. Pro golfers estimated what amateurs would shoot at the US Open with limited golf balls. The hour concluded with Boomer's bad hamstring cramp and Gio's first experience eating an Uncrustable. Hour 4 The Knicks are still struggling to find a head coach, seemingly wanting Jason Kidd but likely settling for Johnnie Bryant, amidst speculation and a caller suggesting a Thibs re-hire à la Steinbrenner. In sports, the Mets won in the tenth, and the Yankees beat the Royals with another Judge homer. Aaron Rodgers discussed his "decision from the soul" leading him to Pittsburgh, and Mike Tomlin addressed T.J. Watt's contract.
Second guest episode of the SP era - with a guy living the dream. Akash worked in the front offices of the New York Yankees and Miami Dolphins as well as a Google data scientist before leaving it all behind to be a full-time bettor.This builds on our recent modeling episodes as we take a jump from simple/ regression based models into the AI/ML blackbox.You can find Akash in the GP Discord under the name joshroyale00:00 Show Intro 01:50 Yankees Front Office 11:05 Transition from Sports Analytics to Betting 23:30 Data Pipelines, Friction Reduction and Useful Features 39:45 AI vs. Pro Sports Bettor49:50 Modeling Philosophy: Transparency vs. Black Boxes 1:11:35 Handling Downswings and Model Validation 1:17:00 News Roundup: IL Tax, FanDuel Ban, Polymarket x Twitter 1:30:50 Listener Q&A Welcome to The Risk Takers Podcast, hosted by professional sports bettor John Shilling (GoldenPants13) and SportsProjections. This podcast is the best betting education available - PERIOD. And it's free - please share and subscribe if you like it.My website: https://www.goldenpants.com/ Follow SportsProjections on Twitter: https://x.com/Sports__ProjWant to work with my betting group?: john@goldenpants.comWant 100s of +EV picks a day?: https://www.goldenpants.com/gp-picks
JUNE 10 HEADLINESBitcoin Core devs merge controversial OP_RETURN policy change into planned October releaseUS Senate might pass the “GENIUS” stablecoin bill this Wednesday which could redefine how stablecoins are issued, regulated, and backedNasdaq-listed fintech Netcapital acquires crypto native protocol Mixie93 of the top 100 wallets on Pump. fun are botsCrypto CEO accused of laundering $500 million linked to sanctioned Russian banksQUICK HITSNew report claims Guggenheim will use Ripple's XRP Ledger to offer tokenized commercial paper in RWA move.SharpLink Gaming recently raised $425M in a private round led by Consensys.Polymarket bettors are 98% sure that the Fed will sit flat on interest rates in June 18.Last week, SKALE Network announced their FAIR AI chain, the first MEV-resistant Layer 1 blockchain built for the age of AI and high-performance finance.Crypto funds saw record $7B inflows in May as institutional investors are making more investments into digital assets.Show SponsorsGear.ExeThis episode is brought to you by Gear.Exe. Supercharge Ethereum. Build on Ethereum but Experience Solana. There is no need for L2s and bridging your assets anymore because Gear.Exe is a bridgeless rollup and execution layer. Imagine a world where Ethereum has Web2-grade UX, less than one-second transaction latency, a 90–99% reduction in gas fee, and up to 1000x more compute capacity. If you want to scale your existing ETH mainnet, Dapp, visit Gear.Exe.C3The C3 team has more than 20 years of experience in journalism, including leading the editorial and content side of a major Web3 news publication. They are also experienced AI and Web3 PR professionals, regularly placing content in leading web3 and AI publications. C3's members previously co-founded the PR department at SCRIB3, and have experience with clients such as EigenLayer, VanEck, Monad, SKALE Network, LEVR Bet, Symmio, Camp Network, Evmos, Avail, Moonbeam, and others.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostsQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! WE ARE NOT EXPERTS! WE DO NOT GUARANTEE A PARTICULAR OUTCOME. WE HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.
Host Jennifer Sanasie breaks down the latest news in the crypto industry as the dispute between Donald Trump and Elon Musk escalates.The dispute between Donald Trump and Elon Musk continues to draw attention as the feud unfolds on social media. Polymarket bettors believe that there is a 26% chance that the president will unfollow Musk. What's your take? CoinDesk's Sam Ewen hosts “CoinDesk Daily.”-Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit ledn.io to learn more. -This episode was hosted by Sam Ewen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
David Chee (@Hs_SirSalty) is the head organizer of Manifest. Before joining Manifold, he was a professional gamer, earning a number 1 ranking in the world at Hearthstone. David and Pratik (@pjchougule) discuss lessons from the gaming community on how to grow prediction markets. They also promote Manifest 2025. Timestamps 1:26: Number of Hearthstone players 2:50: Manifest 2025 3:24: Intro ends 5:24: Interview with Chee begins 5:43: Chee's titles 6:06: Chee's background 7:26: Twitch 8:45: Gaming 14:32: Gaming and gambling 17:31: Chee's introduction to forecasting 20:53: How Chee built a Twitch following 22:46: Size of gaming community 27:28: Growth potential of prediction markets 37:39: Motivation in gaming vs. prediction markets 47:08: Manifest 2025 53:03: Lighthaven 53:39: Talks at Manifest 56:33: Early adopters in forecasting scene 57:58: Chee's hard sell on Manifest 59:52: Berkeley 1:01:34: Where to find Chee Follow Star Spangled Gamblers on Twitter/X @ssgamblers Register for Manifest 2025 at Manifest.is Manifest 2025 is sponsored by Polymarket, the world's largest prediction market.
The wagering site Polymarket is accepting wagers on the return of Jesus Christ in 2025, Oreo, Chips Ahoy maker latest to sue Aldi over packaging, Natty Light is giving away a 'tool bar' for Father's Day...or you could use their online instructions to build your own
(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Thanks to our partners for helping make this happen! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Follow Mayor Suarez: https://x.com/francissuarez Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why "Drive to Survive" works, future growth (16:48) Post-F1 career, best angel investments, becoming a VC (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Follow Nico: https://x.com/nicorosberg Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
In this episode, we cover three major stories shaping the startup and tech landscape. First, Google unveils Stitch, an AI-powered web design tool with one-click export to Figma—signaling a major disruption for freelance design marketplaces. Then, Salesforce returns to M&A with its $8B acquisition of Informatica, aiming to broaden its AI data stack beyond CRM. Finally, we break down the surge in startup M&A activity, with billion-dollar deals from OpenAI, DoorDash, and others—hinting at a major Q2 rebound. Don't miss Jason's insights on what these trends mean for founders and investors.(0:00) Episode Teaser(1:36) Jason's in SINGAPORE(3:14) The Power of Shame and why we need “Ozempic for screentime”(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist(12:38) Google's latest AI breakthrough: Stitch(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(21:20) The NBA on Polymarket and what founders can learn from the Knicks(27:08) Why did Salesforce buy Informatica?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(32:42) M&A activity continues, and Jason's spicy Q2 predictions(40:57) Did tech go woke or was it just performative the whole time?(45:22) Circle, stablecoins, and the perks of being pro-business(51:27) What Trump's “golden share” of US Steel might look like(54:15) Why Jason is bullish on Joby(57:28) Episode wrap-up and upcoming eventsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:ClearSpace App: https://www.getclearspace.com/Google Stitch: https://stitch.withgoogle.com/Joby: https://www.jobyaviation.com/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/twist(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Domer is a prediction market trader, and is one of the biggest bettors on Polymarket. He talks about his journey from Intrade, to Predictit, to Polymarket. He also talks about the 2024 election, which was a rollercoaster. It featured highs - like backing Kamala Harris before President Joe Biden had even dropped out of the race - and also lows, like being short Trump on election night.Domer also talks about unraveling the mystery of the so-called French Whale.Domer on Polymarket: https://polymarket.com/profile/0x9d84ce0306f8551e02efef1680475fc0f1dc1344Domer on Twitter: https://x.com/DomahhhhSupport the show by subscribing on Substack: https://riskofruinpod.substack.comFollow the show on Twitter: https://x.com/halfkelly
Oh the stupid we have today... How to fortify prisons in Louisiana, 'Ice Pirates' on Betamax, Dan's imaginary friend, profound advice from Cookie Monster, hot dogs galore, and have you ever sneezed while peeing?LINKS:Polymarket Takes Bets Over Which Escaped New Orleans Convicts Will Be Captured FirstNew Bacteria Have Been Discovered on a Chinese Space Station | WIREDIndy 500 Carb Day gets a new twist with first-ever Wienie 500 | FOX SportsThe Treehouse is a daily DFW based comedy podcast and radio show. Leave your worries outside and join Dan O'Malley, Trey Trenholm, Raj Sharma, and their guests for laughs about current events, stupid news, and the comedy that is their lives. If it's stupid, it's in here.The Treehouse WebsiteCook DFW Roofing & Restoration | Dallas, Fort Worth TX | Roofing Company CLICK HERE TO DONATE:The RMS Treehouse Listeners Foundation
Today's show: Jason and Alex dicsuss Jony Ive's $6.5B deal with OpenAI and what it means for the future of AI hardware, Tesla's push into robotaxis vs. Waymo's 10M paid rides, and Microsoft's latest move partnering with xAI. We dive into the GENIUS Act and what it means for stablecoin regulation, explore practical, gritty tactics for launching and scaling a marketplace from scratch, and debate the ethics of AI-powered smart glasses and always-on recording. Plus, Jason reflects on the legacy of Scott Adams and the power of systems thinking.Timestamps:(0:00) Episode Teaser(2:00) A broadcaster-to-broadcaster moment for Scott Adams(5:18) OpenAI teams with Jony Ive, and why wearables are banned from the J-Ranch(10:16) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(16:11) From Partnership to Purchase: The M&A Story(20:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(25:42) Robotaxis EVERYWHERE, and thoughts on the continuing self-driving car rollout(30:12) Brex. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/banking-solutions(34:41) Should we trust stablecoins now? And who is actually monitoring this?(42:54) Polymarkets: Checking in with some of our favorite market(49:58) REDDIT QUESTION: How do I build a marketplace?(58:53) Customer feedback's role in product iteration(58:55) Every piece of SaaS advice EVERSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:Polymarket: https://polymarket.com/Polymarket for AI Leaderes: https://polymarket.com/event/which-company-has-best-ai-model-on-june-30LMArena: https://www.lmarena.aiReal Coffee with Scott Adams: https://www.youtube.com/RealCoffeeWithScottAdams Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:16) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(20:09) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:12) Brex. Get the business account trusted by 1 in 3 US startups at https://www.brex.com/banking-solutionsGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
(0:00) The Besties welcome Sergey Brin! (0:40) Sergey on his return to Google, and how an OpenAI employee played a role! (5:58) AI's true superpower and the next jump (12:23) AI robotics: humanoids and other form factors (17:07) Future of foundational models and open-source (19:59) Human-computer interaction in the age of AI (31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffec
For EP30 of Chain Reactions, we sat down with Kiko (KZ), co-founder of [Chomp](https://chomp.so/), to dive into one of the most unexpectedly delightful and high-signal consumer products in crypto: a daily opinion game that's part Reddit, part Polymarket, and fully powered by Solana speed and second-order thinking.We explore Kiko's path from working at Mattel and Deloitte to leading business at Orca and ultimately co-founding Chomp — and how her background in user research, education, and design at IDEO helped shape her vision for what trustworthy information markets should look like in a world flooded with AI-generated noise.Kiko breaks down how Chomp uses game mechanics to turn subjective questions into trusted signal, what she's learned from thousands of hours of user research, and why streaks, cute mascots, and good vibes might be the secret to onboarding the next million users to crypto. We also cover the deeper mechanics behind Chomp's surprisingly powerful prediction engine — including Bayesian Truth Serum and why betting on second-order beliefs yields alpha.If you're building in consumer crypto, curious about the future of trustless UX, or just want a smarter way to kill time on the toilet — this one's for you.Please enjoy, and as always, be sure to subscribe, give us a five star review, and mint our episode at https://pods.media/myosinxyz!
Ethereum's most ambitious upgrade since the Merge is now live. The Pectra hard fork, which activated smoothly shortly after 6 am ET, delivers a powerful set of upgrades to Ethereum's execution and consensus layers, affecting everything from validator operations to transaction UX and data availability.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:15 Sponsor: iTrust Capital00:45 ETH upgrade complete01:13 $500B worth of UX improvements01:42 Pay gas Example02:55 Compounding validators04:00 Fidelity: blob upgrade was the most important unlock04:44 Blob limit already broken06:00 New L2's launching quickly06:23 Fusaka 10X Upgrade06:50 Fusaka before GTA 607:53 Adoption speed08:25 Unichain08:51 Everyone's all-in09:42 Polymarket upgrade10:15 Whale action10:51 Outro#Ethereum #Crypto #cryptocurrency ~Ethereum Upgrade A Success!
Welcome back to another jam-packed episode of Money Moves! Matty A flies solo this week with Ryan out celebrating fatherhood (congrats, Breedwell fam!
Opening Story: Country Mart in Coweta, AmericaHost shares a humorous experience at the Country Mart grocery store in Coweta, Oklahoma, a beloved local spot with no self-checkout and bag boys who carry groceries to cars.After Mass, dressed in a suit, the host is mistaken for a preacher by four different people (a passerby, a deli customer, the cashier, and a bag boy).Jokes about leveraging his "preacher hair" and suit to become the mayor and preacher of Coweta, introducing the concept of "nondenominational Catholic" (a playful term explained as Catholics not being a denomination, derived from Latin de nominae meaning "other name").Reflects on the Christian culture of the store, where such assumptions are a kind gesture.Coweta Anecdote: Natural Family Planning (NFP) StoryHost recounts a family story about his parents, the first NFP teachers in Oklahoma, teaching the Couple to Couple League's symptothermal method.A humorous moment from a class where a participant mispronounced "coitus" as "Coedes," leading to an ongoing family joke about Coweta (pronounced similarly).Mentions his in-laws' involvement in promoting NFP classes and their eventual move to Coweta, tying it to the town's significance.Listener Question: Plenary Indulgence During Sede VacanteListener query: Can a plenary indulgence be received during a sede vacante (when there is no pope), given the condition of praying for the pope's intentions?Hosts ponder without definitive answers, suggesting:Prayer is outside linear time, so praying for the next pope or the recently deceased pope's soul might satisfy the condition.Pope Francis' intentions for the month (published in advance) could still be prayed for.No prayer is wasted; God applies it appropriately, even if the target (e.g., a soul in hell or heaven) cannot benefit.Encourage canon lawyers or experts to clarify, acknowledging their limited knowledge on the topic.Brief mention of Polymarket, a prediction market where bets can be placed on the next pope, highlighting absurd betting trends.Pilgrimage PromotionPromotion of Select International Tours, a long-time sponsor offering pilgrimages to holy sites worldwide for 34 years.Visit selectinternationaltours.com for details on their high-quality tours with excellent hotels and guides.Clarification from Previous EpisodeCorrection from a prior episode about papal eligibility: Any baptized Catholic man can theoretically be elected pope, not just clergy.Hypothetical first act as pope:One host would set a date for Blessed Carlo Acutis' canonization, expected to be a priority for the next pope.Other host jokingly suggests suppressing the Jesuits, quickly clarifying it's a jest, praising Jesuits like Father Mitch Pacwa and noting their potential as Dominicans.Main Topic: Time Management for Catholic DadsIntroduction and Context:Host shares a chaotic day (e.g., a cow in the wrong pasture) to humorously underscore the need for time management, the episode's focus.Aimed at Catholic dads balancing work, family, and prayer life.Philosophical Understanding of Time:Time is a gift from God, not an enemy, akin to grace—available only in the present moment, not to be saved or earned.Avoid the mindset of “just getting past this weekend” to reach holiness; every moment is an opportunity for sanctity through fulfilling one's vocation.Busyness does not equal holiness; faithfulness and resignation to divine providence do.References a conversation with Dr. Carlo Broussard defining time as “the measurement of change,” emphasizing human agency in shaping incremental changes toward...
Another political earthquake rocks Europe. Just days after Reform UK scored historic gains in Britain, the nation of Romania gives a big win for their nation's pro-Trump presidential candidate, and as such, the nationalist populists are getting some sweet revenge on the European establishment that cancelled their elections to try to stop the unstoppable - the rise of civilizational populism throughout Europe.--Join me and Ross Givens this Thursday, May 8th at 3pm EST and learn how you can use the same insider information Pelosi and others have used to make MILLIONS. You're not going to want to miss out on this once-in-a-lifetime FREE TRAINING! Click here to register TODAY!!https://turleytalksinsidertrading.com/registration/?tambid=18762*The content presented by sponsors may contain affiliate links. When you click and shop the links, Turley Talks may receive a small commission.*Go Beyond the Video—Get Exclusive Show Notes Delivered Straight to Your Inbox https://turley.pub/turleyrecapHighlights:"Georgescu endorsed Simion, and as of yesterday, Simion actually went on to win the first round election by nearly 20 more points than Georgescu originally won it by.”“Polymarket's already weighing in: they're giving Simeon a 65% chance of winning the second round presidential election.” Timestamps: [02:34] Romania's cancelled election and the rise of George Simion as a populist successor[03:50] Brian Brown represents MAGA at the victory celebration and the May 18th run-off [05:19] NATO and globalist interests in suppressing the Romanian presidency[09:32] The international populist momentum across Europe--Thank you for taking the time to listen to this episode. If you enjoyed this episode, please subscribe and/or leave a review.FOLLOW me on X (Twitter): https://twitter.com/DrTurleyTalksSign up for the 'New Conservative Age Rising' Email Alerts to get lots of articles on conservative trends: https://turleytalks.com/subscribe-to-our-newsletter**The use of any copyrighted material in this podcast is done so for educational and informational purposes only including parody, commentary, and criticism. See Hosseinzadeh v. Klein, 276 F.Supp.3d 34 (S.D.N.Y. 2017); Equals Three, LLC v. Jukin Media, Inc., 139 F. Supp. 3d 1094 (C.D. Cal. 2015). It is believed that this constitutes a "fair use" of any such copyrighted material as provided for in section 107 of the US Copyright Law.
What is Trump doing to extended deterrence? I got Polymarket to create a market on whether a US ally will acquire nuclear weapons in 2025. It's currently trading at 8%. Are we buyers or sellers? To discuss, ChinaTalk interviewed Vipin Narang, professor at MIT, who served as Acting Assistant Secretary of Defense responsible for nuclear deterrence policy during the Biden administration; Pranay Vaddi, a senior fellow at the Center for Nuclear Security Policy at MIT who worked on arms control and non-proliferation on Biden's National Security Council; and Junichi Fukuda, senior research fellow at Tokyo's Sasakawa Peace Foundation. We get into… The historical development of the American nuclear umbrella, including the “software” and “hardware” components of deterrence, The probability that an American ally will proliferate by 2030, and which countries are the most likely candidates, Why France proliferated despite US objections, How the world might respond to nuclear ambitions from Poland, Japan, or Saudi Arabia, China's nuclear modernization and deterrence strategies for a multi-polar world. Outro music: Tom Lehrer - Who's Next? (YouTube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth. This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss: - What he learned about Kalshi from this past election. - The difference between an events contract and gambling. - How prediction markets could disrupt sports betting. Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States. Read Wieczner's piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html Company discussed: HOOD Hosts: Mary Long, Ricky Mulvey Guests: Tarek Mansour, Jen Wieczner Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
In this edition of Papal Trendclave, Jack and Miles discuss the Popemania sweeping the streaming world, the Papal betting markets, '60 Minutes' causing issues for the Skydance/Paramount merger, the latest Trumpfake in the White House's trade war, the upcoming Toys'R'Us movie and much more!See omnystudio.com/listener for privacy information.