In this episode, we discuss Microsoft testing Kimi K3 and deploying AMD Helios, Robinhood Chain and StonkBrokers, and the expanding Iran tanker conflict.

0:00:00 Introduction

0:00:39 Crypto Headlines and Web3 Roundup

0:05:03 London Stock Exchange Plans Overnight Trading

0:08:38 Thunder, Lockheed and Defense Tech Marketing

0:11:46 IREN Signs $2.8B in AI Contracts

0:15:14 Clarity Act Lifts Crypto Markets

0:18:32 Oil, War and Strange Market Correlations

0:21:33 Is Crypto Decoupling From War?

0:25:44 Gacha, Pokémon and New Market Metas

0:29:43 Robinhood Chain and StonkBrokers

0:33:14 StonkBrokers’ RWA Yield Model

0:38:19 HOOD’s $160 Target and Prediction Market Risk

0:43:04 Microsoft Tests Kimi K3 and Deploys AMD Helios

0:47:40 Microsoft as the AI Aggregator Trade

0:50:53 Kimi Security, Guardrails and US AI Policy

0:54:38 AI Compute Demand and the Memory Trade

0:59:21 Iran Tanker Attack and Two-Chokepoint Risk

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.