4h 31m
Library
Categories
Trending highlights
Moments worth your commute
1h 47m
31 min
1h 10m
1h 29m
4h 31m
Trending topics
Ask your ownEpisode feed
Latest episodes
UnchainedJun 25 1h 04m
The Chopping Block: Is Strategy the Luna for Suits?, ETH Labs Shakeup & CME vs Perps
- The restructuring of the Ethereum Foundation, involving the spin-off of ETH Labs and significant layoffs, aims to shift focus towards adoption and market engagement, while the foundation concentrates on core values.
- MicroStrategy's preferred shares ("Stretch") have seen a significant price drop, raising concerns about the company's financial judgment and ability to sustain dividends, with comparisons drawn to the dynamics of Terra's Luna collapse.
- The CME is suing the CFTC in an attempt to block the approval of perpetual futures contracts, arguing they should be regulated as swaps, a move seen by many in crypto as a protectionist tactic to stifle competition.
LightspeedJun 25 57 min
Is DePIN Entering Its Next Growth Phase?
- The acquisition of Helium Mobile by Noble Mobile signals a shift in focus for the Helium network towards carrier offload business.
- Tokenized spot equities, exemplified by the SpaceX IPO tokenization via Backpack, are gaining significant traction and momentum on Solana.
- The proposed HIP 149 for Helium involves significant H&T minting over 36 months, retiring proof of coverage rewards, and establishing an advisory council to fund growth and operations.
The Joe Rogan ExperienceJun 24 2h 45m
#2518 - Tim Dillon
- The conversation delves into the concerning suppression of free speech in the UK through arrests for actions like liking or retweeting posts, particularly concerning immigration, leading to a chilling effect on public discourse.
- Discussions highlight the growing anxieties around AI's societal impact, including job displacement, wealth inequality, and the potential for technology to be used for control and surveillance, leading to a less personal and more sterile society.
- The episode explores the complex issues surrounding immigration in Western countries, touching on cultural tensions, economic strain, the potential for crime, and the varying perspectives and motivations behind these societal shifts.
The Breakdown with NLWJun 24 23 min
Searching for the Ethereum Foundation's Remaining Cash
- The Ethereum Foundation is undergoing a significant reorganization, downsizing its workforce by 20% and adopting a new structure with five distinct clusters: protocol, access, user, community, and institutional layers.
- The foundation is re-emphasizing its cipher punk values, particularly through the "CRISP" acronym (censorship resistance, capture resistance, open source, privacy, and security) within its access layer mandate.
- Despite recent financial disclosures being limited, estimations suggest the Ethereum Foundation's visible crypto holdings have decreased by roughly 35-40% since late 2024, with a significant amount of ETH historically sent to exchanges.
Training DataJun 24 44 min
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
- Engram's core idea is that AI models should always be training, deeply integrating new and evolving context into their weights, rather than relying solely on external memory or prompt engineering.
- The company focuses on developing custom, team-specific models trained on private data using techniques like adapter fine-tuning to achieve deep contextual understanding, like an experienced employee.
- They see their approach as a potential "RAG killer" by internalizing knowledge into model weights, leading to significant reductions in inference cost and token consumption while improving contextual accuracy.
The Wolf Of All StreetsJun 24 29 min
Bitcoin SHATTERED A $6B ETF Record – $10.6B Friday Expiry Hits
- Bitcoin has experienced significant ETF outflows, exceeding $6 billion in 30 days, indicating reduced investor interest at current price levels.
- The upcoming $10.68 billion options expiry is being discussed, though it's not the largest on record, it could influence short-term market movements.
- There's a growing convergence of traditional finance and crypto, particularly with the rise of prediction markets and perpetual swaps, blurring the lines between speculation, trading, and gambling.
The AI Daily Brief: Artificial Intelligence News and AnalysisJun 23 25 min
The Right Way to Deal With AI Data Centers
- Anthropic is reportedly seeking a significant new fundraising round at a nearly trillion-dollar valuation, potentially positioning them ahead of OpenAI and impacting future AI IPOs.
- Cerebras is set to have the largest IPO of the year, with strong investor demand and an increased valuation, though some analysts express caution about its fundamental risks.
- A debate is emerging on the optimal format for interacting with AI agents, with arguments for HTML over Markdown due to its richer visualization, information density, and ease of sharing, reflecting a broader shift in how knowledge work is performed.
The RollupJun 23 29 min
WalletConnect CEO: The WalletConnect Bull Thesis (Billions In Volume)
- Stablecoins are increasingly bridging the gap with traditional finance, evidenced by growing maturity and adoption within large financial institutions.
- The adoption of stablecoins is shifting beyond pure trading towards practical use cases like e-commerce, remittances, and B2B payments.
- There is a significant rise in non-US dollar denominated stablecoins, driven by evolving regulatory landscapes and diversifying global demand.
Milk Road AIJun 23 37 min
3 Stocks We Think Can Beat The AI Infrastructure Trade w/ Kyle Reidhead
- The primary discussion centers on the evolving AI landscape, shifting focus from infrastructure to the "app layer" and identifying where AI will have the biggest business impact.
- Kyle details his investment strategy for SpaceX, outlining a short-term bullish outlook due to low float and potential index inclusion, followed by a medium-term bearish view due to share unlocks, and a long-term bullish conviction.
- A significant portion of the conversation explores the potential of AI to revolutionize the healthcare and biotech industries, highlighting Eli Lilly and the broader ARKG ETF as key investment opportunities.
UnchainedJun 23 56 min
How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks
- The discussion highlights a debate around "digital credit" instruments, specifically Strive's Theta (STCA) and Strive's common equity (STRC), examining their role in solving the retirement crisis and their associated risks.
- A significant portion of the conversation addresses the volatility and potential leverage liquidations experienced by STRC and STCA, with an analysis of the market dynamics that led to price drops and recoveries.
- The podcast explores the tension between holding Bitcoin directly for self-custody and using financial instruments like STRC and STCA to gain Bitcoin exposure, particularly for institutional investors unable to hold Bitcoin directly.