Ep 6: Structure Over Headlines: Quantum Bitcoin, the Fed, and Reasoning Agents
This week: the Bitcoin quantum-resistance debate and Hyperliquid challenging Wall Street, how ISM Services and the FOMC minutes set the risk backdrop, and a wave of AI research on autonomous agents that reason under uncertainty — the same discipline that separates a sharp trader from the noise.
Эп 05Jun 8, 202623:11
Ep 5: Fused Signals Are The New Trading Moat
Three signals on the shift from narratives to structure: LLM-driven strategy mutation (MadEvolve) where fused signals — not the algo — are the moat; Bitcoin miners rerating from commodity plays to AI infrastructure landlords; and $REPPO proving AI tokens can carry measurable on-chain value, not just hype.
Эп 04May 15, 202616:50
Ep 4: Ai Swarms And Institutional Crypto Rotations
Эп 03May 12, 202612:00
Ep 3: Software Development in a Per-Token Economy
When every LLM call costs money, software development changes. We break down what per-token economics means for builders, traders, and the agents that run on this stuff.
Эп 02May 8, 202621:23
Ep 2: From AI Demos to Hardened Systems
Demos are dead, prompt engineering is dead, governance is the new moat. Three signals on what real production AI looks like in 2026.
Three stories on agentic coding: Blitzy's 10,000 parallel agents, why coding agents waste 81% of their time searching files, and OpenAI's Symphony for autonomous dispatch.