AI ROLLUP #9: $6M DeepSeek Shocker | $500B AI...

Markets are ripping back to all-time highs, but crypto still isn’t following suit. Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range, and the growing bull vs bear divide across macro and onchain data. They also unpac ...  Show more

Why has the dollar remained dominant despite rising debt, geopolitical strain, and growing challengers? Barry Eichengreen joins Bankless to trace the history of global reserve currencies. From Spanish silver and the Byzantine solidus to sterling and the modern dollar, Barry expla ...  Show more

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ...  Show more

(0:00) Introducing Cathie Wood

(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more

(9:23) Cathie's bull case for Bitcoin $1M

(11:38) Opening up access to innovation for retail

(14:32) Cathie explains Ark's st ...

Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Etherealize, what's next for ETH & more. Enjoy! -- Start your day with crypto news, ...  Show more

Our 195th episode with a summary and discussion of last week's* big AI news!
*and sometimes last last week's 

Recorded on 01/04/2024

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