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Episode Description
The US Naval blockade is live, markets are holding, and Ram thinks the bottom is in. Austin and Chris are not so sure.
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The day the US Naval blockade of the Strait of Hormuz went live, peace talks had just collapsed in Islamabad and markets were holding. Ram, Austin, and Chris work through the tactical logic behind CENTCOM’s move, why regional powers are standing down, and how long Iran can sustain the economic pressure.
Then: Anthropic previewed a model called Mythos, cybersecurity stocks fell, and the question of whether AI security risk is real or manufactured now has real money behind it.
Meanwhile, World Liberty Financial borrowed $75 million against its own governance token on a platform co-founded by its own advisor, Justin Sun is accusing the team of treating investors as a personal ATM, and the stablecoin bill clock is ticking.
Which sectors are most dislocated? What would it take to bring the next wave of investors into crypto? And is this actually a market bottom?
Hosts:
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Austin Campbell, Host of Bits + Bips, Zero Knowledge Consulting
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Ram Ahluwalia, Co-Host, CEO of Lumida
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Chris Perkins, Co-Host, CEO of 250 Digital Asset Management