Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer.

David and Haseeb break down Anthropic’s secretive new AI model and why it could expose vulnerabilities across crypto, from smart contracts to core blockchain infrastructure, plus the growing divide around “Q-Day” and how urgent the quantum threat really is.

They also unpack Iran’s unexpected use of Bitcoin in global trade, the White House’s stance on stablecoin yields, and why the market feels stable on the surface while bigger risks continue to build.

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TIMESTAMPS & RESOURCES

0:00 Intro

1:56 Ceasefire in Iran

https://images.wsj.net/im-97657631 

https://x.com/KobeissiLetter/status/2041728989119529307

https://x.com/WatcherGuru/status/2041867478033195336

15:43 Two Polymarkets of Relevance

https://polymarket.com/event/iran-x-israelus-conflict-ends-by/?via=bankless?

70% chance the conflict ends by April 30

https://polymarket.com/event/will-the-us-invade-iran-before-2027/?via=bankless?

30% chance!

17:50 Anthropic Releases Project Glasswing 

https://x.com/AnthropicAI/status/2041578392852517128

https://red.anthropic.com/2026/mythos-preview/

https://x.com/DarioAmodei/status/2041580338426585171

https://x.com/hosseeb/status/2041579488224657581

https://x.com/kevinsxu/status/2042065892658258357

https://x.com/nic_carter/status/2041256570462326843

48:49 Satoshi is Adam Back?

57:44 The White House Weighs in on the Stablecoin Yield Debate

https://www.whitehouse.gov/research/2026/04/effects-of-stablecoin-yield-prohibition-on-bank-lending/

1:02:04 $MON trading above ICO price!

https://www.coingecko.com/en/coins/monad

1:05:47 Closing & Disclaimers

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