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Excess ReturnsMay 28 49 min

Cheap Is a Warning, Not a Thesis | Adam Parker on What This Market Is Really Pricing

  • The market may be trading on future fundamentals rather than current ones, a concept that challenges traditional valuation models.
  • Traditional economic forecasts are less reliable than stock price action for predicting market movements.
  • Software companies face potential headwinds due to increased investment needs for AI and heightened customer pricing pushback, suggesting a need to focus on faster-growing, more expensive companies within the sector.
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The Breakdown with NLWMay 28 28 min

A Google Engineer Made $1.2M Insider Trading on Polymarket

  • A Google engineer allegedly made over $1.2 million through insider trading on Poly Market by using confidential company information to bet on search trends.
  • Blockworks has launched the Token Transparency Alliance, uniting major crypto exchanges and market makers to establish a standard for token market disclosures, akin to the stock market.
  • Open Zeppelin co-founder Manuel Aronis has advised exiting DeFi due to perceived AI-driven security risks, though Open Zeppelin itself disputes this as the company's official stance.
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LightspeedMay 28 49 min

Why Crypto Needs Interest Rate Swaps | Thomas Lefort

  • Exponent is launching V2, evolving into a comprehensive yield management platform with an on-chain limit order book for rate trading to enhance capabilities for credit and staking markets.
  • The V2 launch introduces "strategy vaults" for simplified access to complex interest rate swap strategies and "principal protection" offerings for issuers seeking to guarantee certain levels of protection to their LPs.
  • Exponent aims to become the go-to platform for asset issuers seeking distribution and for on-chain participants constructing DeFi portfolios, with a focus on owning the largest yield markets across blockchains.
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SourceryMay 28 1h 07m

Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses

  • The speaker facilitated a pivotal deal between Alibaba and Alipay, recovering tens of millions of dollars for Alibaba shareholders.
  • The speaker was instrumental in the early development and launch of crypto trading on Square, a venture driven by Jack Dorsey's vision.
  • Leadbank, founded by the speaker, provides modern, programmable APIs for lending, money movement, issuing, accounts, and stablecoins, enabling fintech and crypto companies to build scalable financial products.
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No Priors: Artificial Intelligence | Technology | StartupsMay 28 41 min

Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

  • Enterprises are facing exponential growth in risks from autonomous AI agents, requiring new security measures to mitigate illegitimate or incorrect actions.
  • The rise of highly autonomous coding agents, like Cloud Code and OpenCode, is presenting a significant challenge to traditional security tools which lack the context to understand AI intent.
  • Onyx Security is developing specialized AI models to oversee and control other AI agents, focusing on efficient, targeted intervention rather than broad, costly surveillance.
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Screaming in the CloudMay 28 32 min

Coding Agents, Chaos, and the Future of Dev Work with Dexter Horthy

  • People are trying to solve non-verifiable problems by throwing more tokens at them, a technique that works best for verifiable problems.
  • Developers are increasingly focused on building efficient "software factories" to accelerate feature development, even if it means intentionally incurring technical debt.
  • The rising ease of discovering vulnerabilities through AI tools is shifting towards a "frontier ethics problem" for model providers and security researchers alike.
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The Megyn Kelly ShowMay 28 16 min

Trump's Newsy Cabinet Meeting, GLP-1 Drugs and Cancer, NASA Eyes Return to Moon: AM Update 5/28

  • President Trump hosted a cabinet meeting discussing Iran, emphasizing pressure on the nation to negotiate while asserting U.S. strengths and rejecting Iranian control over the Strait of Hormuz.
  • New research suggests that weight-loss drugs like Ozempic may significantly slow the progression of several major cancers, including breast, colorectal, lung, and liver cancer, though further controlled trials are needed.
  • NASA is advancing its Moon to Mars program by awarding contracts for crucial lunar landers, rovers, and habitats, with the ultimate goal of establishing a permanent moon base and preparing for future Mars missions.
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UnchainedMay 28 51 min

Why Fintechs May Finally Beat Banks at Their Own Game: DEX in the City

  • A new White House executive order directs the Federal Reserve to consider granting fintech and crypto companies access to Fed master accounts, potentially reducing debanking risks and creating a more direct bridge to the US dollar system.
  • The New York Times published a scathing article alleging impropriety within the CFTC regarding prediction markets, drawing criticism for its tone while raising serious ethical questions about potential government corruption and the treatment of staff.
  • The SEC has indefinitely delayed the announcement of an innovation exemption that would have allowed tokenized versions of public equities to trade on-chain, following concerns about market fragmentation and investor confusion regarding rights and synthetic exposures.
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UnchainedMay 28 1h 01m

Why the SEC Paused on Its Innovation Exemption for Tokenization: Bits + Bips

  • Kraken is aggressively expanding beyond a crypto exchange into a global 24/7 operating system for capital markets through strategic acquisitions.
  • The company is prioritizing emerging markets for growth, focusing on services like stablecoin payments, card issuance, and tokenized equities, where there's a significant demand for financial access.
  • Kraken views the emerging regulatory landscape for tokenized assets as a complex "plumbing problem" rather than a death knell for tokenization, expecting ongoing innovation despite current hurdles.
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MTSMay 27 24 min

Gil Feig & Shensi Ding on Data Fragmentation, AI Gateway, and Production AI Infrastructure | MTS Live

  • The platform offers granular cost control for AI usage, allowing optimization based on tags, customers, or specific projects to manage enterprise ROI.
  • Merge provides connective infrastructure for production AI, enabling companies to build once and securely connect their products and agents to every API tool and LLM.
  • The company emphasizes that there is "no best model" for all use cases, advocating for businesses to choose AI models based on specific optimization needs like creativity, reasoning, or cost for their particular product.
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