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Bill Barhydt, Founder/CEO Abra, joined me to discuss the current state of the crypto market and what needs to happen for the market before the next major bull run. Recorded July 10th.Topics: - Crypto bear market and when the bottom might be in - Tokenization and markets going 24/7 - Clarity Act outlook - AI 's impact on the economy and life- Future of Prediction markets
Crypto News: Senate may pass the Clarity Act this coming week as the August 7th deadline approaches but the House is gone so the bill cannot be signed into law till September 2026. XRP Ledger upgrade brings back features once pulled over critical bugs. SEC keeps Nasdaq bitcoin options on hold after granting CME review.
Crypto News: Cynthia Lummis exposes Elizabeth Warren's Clarity Act and Crypto lies as President Trump reviews ethics updates in the Clarity Act bill. $40 million worth of Bitcoin stolen after 500 'Coldcard' hardware wallets were hacked.
Cody Carbone, CEO of The Digital Chamber, joined us to discuss the latest CLARITY Act timeline and the ongoing negotiations over the bill's ethics provisions.Topics: - Clarity Act ethics - will President Trump approve? - Will the Senate vote on the Bill next week? - Can the Bill make it to the House for a vote? - Suing Illinois over their Digital Tax Bill
Crypto News: Bipartisan Sens. Tillis and Gallego send new ethics compromise to White House in Clarity Act push. Elizabeth Warren goes after crypto for political donations. Global banks test tokenized money for cross-border payments in $1 million BIS pilot.
First, housekeeping note... Also, 7 interpretations of Yosef and the gifts God gave to the Jewish people. Plus, the 15 pieces of silver that God acquired for the people, i an allusion to the 15th day of Nisan and the exodus from Egypt and another allusion to 45 (or 30...) righteous people, without whom the world would not exist. Or understand the 30 as the commandments that the Noachides apparently took upon themselves - that many more than the 7. But they keep only 3, including not writing a marriage contract for males -- a difficult passage for modern ears. Plus, more on the gid ha-nasheh, and the surprising notion that one shouldn't be culpable for eating it to begin with.
Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future. ====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================0:00 - Intro0:56 - What the Fed should do vs. what they will do7:19 - Dollar debasement: pricing assets in "units of dollars"11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation18:29 - Red states vs. blue states: fixing the K-shaped economy26:53 - Explicit vs. implicit socialism & the Wealth Pump theory32:01 - What gives Darius hope for the future
Crypto News: Democrats and the Banks continue to work on Clarity Act compromises. Fed leaves rates unchanged and Bitcoin chops sideways. BNY targets $8.6 trillion transfer agency market on blockchain rails.
Brian from Santiment joined me to review the crypto market metrics for Bitcoin, XRP, Ethereum, Cardano, and Solana.
Crypto News: Sen. Gallego and Sen. Tillis are "finalizing language" for a CLARITY ACT counteroffer from the Democrats and plan to send it to the White House in the "next couple days". Morgan Stanley expands crypto lineup with Ether, Solana ETPs.
Crypto News: A new CLARITY Act draft has been released, merging the Senate Banking and Agriculture Committee versions and adding an ethics provision for the first time. A motion to proceed is expected Monday or Tuesday, with a possible floor vote the week of August 3. Trump calls on Senator Thune to cancel the August recess.
Max Bareiss, Head of Lending at Galaxy, sat down with me at the Injective Policy Summit to discuss the rapid growth of institutional crypto lending, Galaxy's digital asset services, and his outlook on the crypto market.⭐️⛏️ GoMining is an All-in-one Bitcoin superapp to mine, earn and use BTC. They have 5 Million+ users and have been live since 2021. - https://siagomininglatvia.sjv.io/aNLaRq
Crypto markets remain sluggish, with Bitcoin drifting around $63,000 as trading activity continues to weaken. Matt argues that the recent wave of exchange closures and layoffs—including BitMEX, BitMart, Momentum Labs, Storage Labs, and workforce reductions at Uphold—reflects a maturing industry rather than a crisis. As retail speculation fades and trading volumes decline, he believes only exchanges offering meaningful services such as institutional custody, compliance, and infrastructure will survive. The episode also covers BitMine's continued accumulation of Ethereum, New York Attorney General Letitia James' criticism of the CLARITY Act, and allegations from Thailand's SEC that Bitkub concealed a 2021 cyberattack that resulted in roughly $50 million in stolen digital assets. Matt closes by noting that inflation continues to squeeze consumers, reducing speculative investing, while the crypto market becomes increasingly crowded with millions of tokens competing for attention. Happy Hodling, Everyone. Hosted on Acast. See acast.com/privacy for more information.
Ali Tager, Vice President of External Affairs at the National Cryptocurrency Association, joined me to discuss the organization's mission to educate people across the U.S. about crypto and drive broader adoption.Topics:- NCA's crypto education initiatives - US Crypto Adoption statistics - Crypto's impact on politics https://nca.org/ ⭐️⛏️ GoMining is an All-in-one Bitcoin superapp to mine, earn and use BTC. They have 5 Million+ users and have been live since 2021. - https://siagomininglatvia.sjv.io/aNLaRq
Krista Lynch, Head of Capital Markets and Trading at Grayscale, sat down with me at the Injective Policy Summit to discuss the firm's new crypto ETFs, including its Hyperliquid (HYPE) ETF, Grayscale's ETF strategy moving forward, the CLARITY Act, and much more.⭐️⛏️ GoMining is an All-in-one Bitcoin superapp to mine, earn and use BTC. They have 5 Million+ users and have been live since 2021. - https://siagomininglatvia.sjv.io/aNLaRq
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Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================0:00 - Intro0:48 - Chinese open-source AI models & the risk to portfolios12:10 - Google's massive CapEx bet & the odds it pays off16:53 - Anthropic's growth slowdown & the shift to token efficiency19:39 - The memory & compute shortage29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire40:06 - The Fed & rate policy43:23 - Bitcoin's setup & why the "easy" AI trade is over50:36 - Jordi's prompting method for AI research & upcoming video
In this Crypto Water Cooler episode, Amanda and Tony discuss the latest developments surrounding the CLARITY Act as Republicans introduce new ethics language and Democrats push back. They also cover Goldman Sachs CEO David Solomon's support for the CLARITY Act, the House's passage of the congressional stock trading ban, and the DTCC's first live production trades of tokenized stocks, ETFs, and U.S. Treasurys with firms including JPMorgan, BlackRock, Goldman Sachs, and Vanguard.⭐️⛏️ GoMining is an All-in-one Bitcoin superapp to mine, earn and use BTC. They have 5 Million+ users and have been live since 2021. - https://siagomininglatvia.sjv.io/aNLaRq
Crypto News: Goldman Sachs CEO backs Clarity Act despite banking industry's concerns over stablecoin rules. Tassat wants to help smaller banks tap the trillion-dollar stablecoin boom before Wall Street lock them out.
Congressman Bryan Steil joined us to discuss what comes next for the CLARITY Act in the Senate and the House's passage of the congressional stock trading ban.Topics: - Clarity Act status with ethics and banks stablecoin yield fight - Recent Tokenization hearing and use cases for blockchain and digital assets - Passing of the Stop Insider Trading Act
Crypto News: Senate Republicans on Wednesday released the latest version the Clarity Act which include ethics provisions but Democrats are pushing back. Senator Lummis says Ethics, other provisions in crypto Clarity Act to be further discussed.The House passed a Congressional Stock Trading Ban.
Anthony Howell, Overseas Representative for the Government of Bermuda, sat down with me at the Injective Policy Summit to discuss the island's crypto and blockchain initiatives, including its vision for bringing Bermuda's economy on-chain.
Crypto News: Republicans and Democrats negotiate on ethics for the Clarity Act. Bitcoin crosses $66,000 and XRP breaks out of downtrend. Canton network developer Digital Asset raises additional $10 million.⭐️⛏️ GoMining is an All-in-one Bitcoin superapp to mine, earn and use BTC. They have 5 Million+ users and have been live since 2021. - https://siagomininglatvia.sjv.io/aNLaRq
Steven McClurg, CEO of Canary Capital, sat down with me at the Injective Policy Summit to discuss the firm's crypto ETF strategy, the new ETFs expected to launch this year, his outlook on the crypto market, and much more.⭐️⛏️ GoMining is an All-in-one Bitcoin superapp to mine, earn and use BTC. They have 5 Million+ users and have been live since 2021. - https://siagomininglatvia.sjv.io/aNLaRq
Crypto News: Bitcoin crosses $65,000 and altcoins are following with the charts looking bullish. The White House has agreed on an ethics package for the Clarity Act. Patrick Witt will stay with the Trump administration to see the Clarity Act passing.
Joseph Chalom, CEO of SharpLink, sat down with me at the Injective Policy Summit to discuss SharpLink's Ethereum acquisition strategy, his outlook on Ethereum and the broader crypto market, the CLARITY Act, and much more.
For episode 754 of the BlockHash Podcast, host Brandon Zemp is joined by Marcos Santillana, VP of Digital Asset Services, Institutional at Uphold.Marcos Santillana is VP of Digital Asset Services at Uphold, a crypto platform licensed across the US, UK and EU. He works directly with crypto foundations and protocol teams on listing, treasury management and wider ecosystem partnerships. With deep exposure to hundreds of blockchain projects assessed through a regulatory, commercial and technical lens, Marcos brings rare cross-jurisdictional fluency across US and UK frameworks.Layer-1 and Layer-2 protocols and crypto foundations can get in touch with Marcos to discuss the full range of services Uphold offers.
Mark Wendland, Chairman and CEO of Canton Strategic Holdings, joined me to discuss how the company is leveraging Canton Coin and supporting the Canton Network to accelerate institutional blockchain adoption.Topics: - Institutional blockchain adoption - Canton Strategic Holdings and Canton Network ecosystem - Tokenized asset vs Traditional asset marketsBrought to you by - Learn about iTrustCapital's powerful Premium Custody Account (PCA) and tax-advantaged Crypto IRA platforms https://www.itrustcapital.com/go/thinkingcrypto iTrustCapital Representative: R.Rankin@itrustcapital.com
Summer Mersinger, CEO of the Blockchain Association, sat down with me at the Injective Policy Summit to discuss the latest on the CLARITY Act, crypto tax legislation, and the Anti-CBDC Act's inclusion in the House spending bill.
Crypto News: Congress meets to discuss Clarity Act and Trump meets with Senators but odds fall for the passing of the bill. BlackRock CEO is bullish on Crypto. Bank of America taps new leaders to bridge crypto, AI and traditional finance.Brought to you
Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training.====================Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================0:00 - Intro1:03 - Why power is the real bottleneck for AI & solutions7:35 - Elon's orbital data center thesis11:17 - Cooling & maintenance challenges in space15:06 - Panthalassa: floating ocean data centers19:16 - Base Power & Texas deregulated grid21:30 - Giga Energy: from bitcoin mining to AI infrastructure22:44 - American Consolidated Electric & supple chain bottlenecks24:58 - General vs. narrow superintelligence33:02 - Where untapped data lives & building a data moat36:47 - Token costs, open source models & model routing41:53 - What is the mission Ramez is going after?
Adrian Wall, Senior Director of U.S. Policy at TRON DAO and Managing Director of the Digital Sovereignty Alliance, joined us to discuss the path towards getting the Clarity Act passed. Recorded on June 12thTopics: - Will the Clarity Act pass? - Democrats support for crypto and the Clarity Act - Trump and Crypto Ethics- Crypto tax legislation - The Digital Sovereignty Alliance & Tron DAO Brought to you by
Crypto News: Bitcoin rallies to $65K. U.S., UK move to align rules for tokenized finance across world's largest financial markets. Senator Lummis shares Clarity Act senate vote. Doppler Finance and SBI Digital Finance partner to build institutional lending and collateral infrastructure for XRP in Japan.Brought to you by ⭐️⛏️ GoMining is an All-in-one Bitcoin superapp to mine, earn and use BTC. They have 5 Million+ users and have been live since 2021. - https://siagomininglatvia.sjv.io/aNLaRq
BlackRock, Goldman Sachs, JPMorgan, Morgan Stanley, Ripple, and 49 other firms have joined the UK's tokenization taskforce to develop live tokenization use cases across financial markets. Trump calls for the Senate to pass the Clarity Act.Brought to you by
Jeff Walton, Chief Risk Officer at Strive, joined me to discuss how the company is building its Bitcoin treasury strategy to drive growth and generate yield.Topics: - Strive recently surpassed Coinbase as a public Bitcoin holder - Bitcoin accumulation strategy - Generating Bitcoin yield - MSTR Strategy STRC Brought to you by
Crypto News: Senate Democrats call for hearings into Trump's ties to crypto amid CLARITY Act discussions. Hyundai becomes first major South Korean company to introduce internal stablecoin transfers.Brought to you by
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.====================Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend10:03 - Apple's Siri stumble & price hikes14:50 - Using Grok in a Tesla17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus33:33 - Michael Saylor's Bitcoin sale — does it matter?38:02 - Where else Jordi is deploying capital42:04 - Does the Iran war actually matter for markets?45:00 - The new robotic hand demo that changed everything50:18 - Jordi's upcoming video
In this Crypto Watercooler episode, Amanda Whitcroft and Tony Edward discuss the CLARITY Act timeline as the Senate returns next week, Strategy's latest Bitcoin sale, Vanguard's search for a head of crypto, Trump Accounts going live with the potential to include Bitcoin, and much more.
Crypto News: Newest version of crypto Clarity Act may drop as soon as next week, sources say. Swift launches blockchain ledger with 17-bank tokenized deposit pilot.Brought to you by
Arthur Hayes, Co-Founder of BitMEX and CIO of Maelstrom, joined me to discuss the outlook for Bitcoin and the broader crypto market.Topics:- Crypto bear market timeline - Why the latest bull market was lackluster - Does the Clarity Act real matter? - Arthur's crypto investment strategy - Future of markets and economies with AI - AI Bubble will lead to largest market crashArthur Hayes: IG - https://www.instagram.com/cryptohayes/ LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/ Substack - https://cryptohayes.substack.com/ Web: https://www.cryptohayes.com X - https://x.com/cryptohayes Maelstrom Fund: LinkedIn: https://www.linkedin.com/company/maelstromfund Web - https://www.maelstrom.fund X - https://x.com/maelstromfund Brought to you by
Ashley Ebersole, Co-Founder and Chief Legal Officer of tx, and former Senior Counsel at the SEC, joined me to discuss tx's tokenization solutions and the SEC's upcoming tokenization guidance. Topics:- tx tokenization platform and marketplace - TradFi tokenization race - SEC tokenization and crypto guidance - Future of markets
Crypto News: Democrat Senator Ron Wyden is asking Senate leaders to preserve the Blockchain Regulatory Certainty Act, as passed by the Senate Banking Committee, in any version of the Clarity Act brought to the floor. Elizabeth Warren speads crypto lies to block Clarity Act. Brought to you by
Crypto News: U.S. SEC to propose crypto rule as soon as this month to ease startups, fundraising. Vanguard seeks digital assets chief after years of crypto skepticism. Bitcoin, XRP draw Japanese firms as weak yen drives treasury diversification.
Kevin O'Leary and Mohammed Bakhashwain joined us to discuss Bitzero's Bitcoin mining and AI data center strategy.Topics: - Bitzero's bitcoin mining and AI compute operations - Future of Crypto - Tokenization of assets and 24/7 markets - Data Center criticisms- Impact of the Clarity Act passingBrought you by
Crypto News: Bitcoin rallies to $64,000 as Trump says Bitcoin may be added to Trump Accounts. Crypto Clarity Act has until August 7th to pass before the Senate leaves for summer recess.Bitcoin's U.S. reserve still a work-in-progress as federal agencies hash it out. Brought to you
Crypto News: The Major County Sheriffs of America (MCSA) has shifted to a “neutral” position on the Clarity Act after being against it. Bitcoin rallies to over $63,000. Ondo Finance debuts SEC-aligned tokenized stock model with BlackRock ETF, Micron shares.Brought to you by
Michael Blau, Head of Product and CTO at Royal.io, the company behind Drip, joined me to discuss how the platform is helping writers and content creators get paid in stablecoins when AI agents use their work. https://dripstack.xyz/Topics: - Why use Drip for financial market research instead of just asking ChatGPT, Grok, or Gemini? - Integration with Base and Tempo - Michael's time at a16z investing in crypto- AI Agents and the future economyBrought to you by
Crypto News: The National Organization of Black Law Enforcement Executives (NOBLE) has endorsed the Clarity Act, becoming the first major law enforcement organization to publicly support the legislation. Tokenization firm Securitize foes public on the NYSE with its stock tokenized on Avalanche Avax and Solana.Brought to you by
Brian from Santiment joined to review the crypto market metrics for Bitcoin, Ethereum, Ripple XRP, and Solana.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.=====================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/=====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro1:13 - Is the AI trade over?4:11 - Micron, memory shortage, & the AI supply chain9:54 - Intel, TSMC & the AI arms race13:11 - Claude vs. ChatGPT vs. Gemini24:26 - Agentic loops & job displacement29:50 - What is the impact of regulation?34:55 - Stripe, solopreneurs & AI commerce38:12 - Bitcoin, gold & the debasement selloff43:11 - Tokenization & bitcoin's third wave45:04 - Jordi's upcoming video