ABOUT THIS EPISODE
Gold and silver just shed over a trillion dollars in a day as the 10-year yield hit a 19-year high, and the math on gold's $18 trillion run says Bitcoin could move faster than anyone expects. Also on the clock: OpenAI shelving GPT-6.1 Astra, Apollo's warning about an agentic bank run, and Ari Paul's hack allegations against Coinbase. Where's the signal, and where's the noise?
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CHAPTERS
00:00 - Intro
00:25 - Topic 1 - OpenAI Shelves GPT-6.1 Astra as Anthropic Files for Its IPO
08:43 - Topic 2 - Gold and Silver Sell Off as the 10-Year Yield Hits a 19-Year High
16:28 - Topic 3 - Apollo's Torsten Slok Asks If AI Agents Could Trigger a Bank Run
23:27 - Topic 4 - BlockTower's Ari Paul Alleges Coinbase Hid Hack Losses
32:26 - Wrap-Up & Lightning Round: The Bitget Hack and Morgan Stanley's Digital Asset Lab
ABOUT THE SHOW
Signal vs Noise is a twice-weekly livestream and show unpacking the biggest stories across capital, markets, technology, and people, six minutes on the clock for each, with Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis.
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Onramp does not provide financial, tax, or legal advice. Nothing here is a recommendation to buy or sell any asset. This episode is for entertainment purposes only.
