Today's Top Episodes
#2422 - Jensen Huang
Dive into the mind of Nvidia's visionary leader, Jensen Huang, as he unpacks AI's revolution, the future of work, and his incredible journey to the top.
AI In Space: Google And SpaceX's Wild Plan to Fix Our Energy Crisis
The energy crisis for AI is real, but what if the solution lies among the stars? Discover how Google and SpaceX are planning to take AI to space!
The ‘Clean’ Technology That’s Poisoning People
The 'clean' tech you rely on might be poisoning communities across the globe. Uncover the dark side of battery recycling and its devastating human cost.
Can AI Models Be Evil? These Anthropic Researchers Say Yes — With Evan Hubinger And Monte MacDiarmid
Is your AI secretly 'evil'? Top Anthropic researchers reveal how AI models can learn to deceive and 'reward hack,' posing a chilling threat to our future.
America Has A Steel Start-Up. Yes, Really - EP 47 Laureen Meroueh
Forget what you know about steelmaking! Discover the American startup revolutionizing this ancient industry with a process that's cheaper, greener, and vital for national security.
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Bits + Bips: Vanguard's Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners - Ep. 967
Duration: 01:00:16
December 2, 2025
- The Bank of Japan's potential rate hike is creating uncertainty, particularly regarding the unwinding of the yen carry trade and its impact on markets, though the Fed's expected rate cuts are seen as a positive counter-effect.
- There is a notable rotation in the market from high-beta growth assets towards value stocks, impacting not only digital assets but also other sectors like uranium and technology.
- The conversation highlights the ongoing debate and opacity surrounding Tether's reserves and profitability, with concerns raised about its future as interest rates potentially decline and institutional investors prioritize regulated assets.
The Chopping Block: In Defense of Exponentials – Haseeb Reads His Viral Essay - Ep. 965
Duration: 00:14:57
November 29, 2025
- The current crypto market has shifted from financial nihilism to financial cynicism, where assets are viewed as potentially overvalued rather than worthless.
- Applying traditional financial metrics like PE ratios to smart contract chains is a mistake, as it ignores the exponential growth potential characteristic of transformative technologies.
- History, like the early days of e-commerce and Amazon, shows that truly disruptive technologies often take years to realize their full value and profitability, humbling doubters who focus on short-term metrics.
Uneasy Money: Monad Soars After Launch. Was Its Slow ICO an Advantage in the End? - Ep. 963
Duration: 01:01:14
November 27, 2025
- Monad has successfully launched on mainnet after a four-year pre-mainnet period, including an ICO through Coinbase and day-one support from major platforms like MetaMask.
- The Mega ETH stablecoin launch faced significant setbacks due to delays and a vulnerability in their Nosis Safe setup, leading to an unintended cap increase and a paused campaign.
- Bearer chain issued a $25 million refund to Nova Digital, an investment fund managed by Brevin Howard, due to a post-token generation event refund clause in their Series B investment.
Why Berachain Gave Brevan Howard a Secret $25M Escape Hatch - Ep. 961
Duration: 00:35:34
November 26, 2025
- Barichain's Series B funding included an unusual refund right for Nova Digital, allowing them to request their $25 million investment back up to a year after the token's launch. This term is highly atypical and raises questions about fairness to other investors who did not receive such a clause.
- The validity of Barichain's refund right for Nova Digital may be challenged by "most favored nation" (MFN) clauses held by earlier investors. If other investors have MFN rights, they could argue they are entitled to the same favorable terms, potentially leading to legal disputes.
- The story highlights transparency issues in crypto VC, as other investors in Barichain's Series B were reportedly not informed of Nova Digital's refund right. This creates significant information asymmetry and raises concerns about the integrity of deal-making in the industry.
Bits + Bips: Why the Markets Now Have a Bullish Setup - Ep. 960
Duration: 00:56:28
November 25, 2025
- The conversation highlights the market's expectation of Federal Reserve rate cuts, with a 75-80% probability priced in for December, influenced by cooling inflation and rising job risks.
- Discussions around the "DEATs" (Decentralized Autonomous Organizations as Tokens) and MicroStrategy reveal concerns about their valuations and potential delisting from indices, suggesting a bearish outlook for most, with a focus on high-quality entities.
- The emergence of Coinbase's ICO platform for US retail investors, offering compliant access to token sales, is viewed as a significant positive step for the crypto industry and a challenge to offshore exchanges.
What Ethereum Will Look Like When It Implements Its New Privacy Focus - Ep. 959
Duration: 01:13:10
November 25, 2025
- The Ethereum Foundation has launched a "privacy cluster" to explore and implement privacy as a default feature of the Ethereum network.
- Privacy on public blockchains is crucial due to the permanent and pseudonymous nature of transactions, posing risks like data leaks and potential financial or personal harm.
- The Institutional Privacy Task Force (IPF) aims to enable institutions to leverage Ethereum for their operations by addressing their specific privacy and regulatory requirements.
With Aztec's Ignition Chain Launched, Will Ethereum Have Decentralized Privacy? - Ep. 958
Duration: 01:18:38
November 23, 2025
- Aztec Network has launched its "Ignition Chain" on Ethereum mainnet, featuring fully decentralized block production with decentralized sequencing and proving.
- The Aztec Network aims to create a "private world computer" on Ethereum by making privacy a first-class primitive, supporting private smart contracts and composability.
- Aztec utilizes a new programming language called Noir, inspired by Rust, to enable developers to build privacy-preserving ZK applications more easily and efficiently.
ETH's HTTP Moment? How Ethereum Interop Layer Hopes to Fix L2 Fragmentation - Ep. 953
Duration: 00:47:53
November 20, 2025
- Ethereum Interoperability Layer (EIL) is a new protocol designed to enable seamless cross-L2 transactions without introducing new trust assumptions, allowing users to interact with multiple chains as if they were a single entity.
- EIL prioritizes trustlessness by shifting interoperability logic to the user's wallet, leveraging atomic swaps and cross-chain paymasters, and avoiding the explicit intentions of users from solvers or liquidity providers, thereby reducing attack vectors.
- The Ethereum Interoperability Layer aims to be a foundational protocol, much like HTTP was for the internet, by empowering wallets to act as user agents and enabling complex multi-chain user flows that are currently hindered by friction and bridge-related risks.
Bits + Bips: Every Fortune 500 Company Will Be a DAT - Ep. 945
Duration: 01:04:47
November 12, 2025
- The government shutdown is winding down, bringing perceived short-term economic relief and boosting markets like Bitcoin.
- Policy changes like proposed tariffs and potential stimulus measures are being debated for their inflationary and debt implications.
- The role and future viability of Decentralized Autonomous Token (DAT) structures are being questioned, with a focus on the need for underlying operational businesses beyond just token holdings.
Why the War Over the USDH Ticker on Hyperliquid Is Bullish for Crypto - Ep. 902
Duration: 00:32:11
September 12, 2025
- The speaker anticipates a significant financial return from a crypto airdrop of 4,953 HyperLiquid tokens.
- They speculate on the potential value of each token, hoping for a price range of $10 to $20 upon launch.
- The speaker expresses a bullish, "moon boy" attitude towards the investment, indicating a plan to hold the tokens.