이 에피소드에 관해
Jody Flournoy and co-host preview Nvidia ($NVDA) earnings and discuss Leopold's Situational Awareness fund shifting into puts on $SMH and $NVDA. They also cover Iran's Bitcoin-settled Hormuz shipping insurance platform, Strategy's ($MSTR) purchase of 24,000 BTC, Google IO and Ken Griffin's comments on AI at Citadel. Later segments feature AI educator Jordan Urbs on Hermes agent and Venice AI, Adam Blumberg of Protocol Wealth with Sean and Annelise on crypto RIAs, and a closing clip of Michael Saylor on STRC and digital credit.
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Chapters:
0:00 Monday pullback, Micron strength and Bitcoin near 76K
1:36 Leopold's Situational Awareness flips the AI trade
5:03 Nvidia earnings preview: China, Blackwell, guidance
12:32 Iran's Hormuz Safe Bitcoin-settled shipping insurance
16:24 Strategy buys 24,000 BTC, STRC and BTC yield
24:12 Google IO and OpenAI's deployment company
26:44 Ken Griffin on AI agents at Citadel
36:48 Jordan Urbs on Hermes agent vs OpenClaw
47:51 Venice AI, private inference and model routing
1:00:54 Adam Blumberg on launching crypto RIA Protocol Wealth
1:12:03 RIAs, Bitcoin ETFs, vaults and the Clarity Act
1:30:29 Michael Saylor clip on STRC and digital credit
Key takeaways:
- The hosts said over 60% of Leopold's Situational Awareness fund is now in semiconductor puts, including over $2 billion on SMH and $1.5 billion on Nvidia.
- Nvidia reports Wednesday after the close. Consensus is cited at about 79 billion in revenue, and Jody warned about rich option premiums heading into the report.
- Strategy announced buying 24,000 BTC for about $2 billion at an average of 80,985, bringing holdings to 843,000 BTC with a 12.6% BTC yield.
- Jordan Urbs described running Hermes agent on a local Gemma 4 model and using Venice AI for private inference, with frontier models used only to build new skills.
- Adam Blumberg said most RIAs are getting clients 1 to 3% Bitcoin exposure through ETFs, while Protocol Wealth serves crypto-native clients using MPC wallets and policy engines.
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