The AI Crisis
September 28, 2026
In this Take, I break down why the biggest AI labs, while deeply unprofitable sitting on massive future compute obligations, are racing toward trillion-dollar valuations.
In this Take, I break down why the biggest AI labs, while deeply unprofitable sitting on massive future compute obligations, are racing toward trillion-dollar valuations.
***”The dollar is going to continue to lose purchasing power. Bitcoin is going to continue to gain purchasing power. It’s going to keep on happening
In this Take episode, I break down the “Great Hackening” ripping through Bitcoin right now – from Coldcard’s catastrophic entropy bug to Liquid’s recent 4,000
In this third Coldcard Q&A, I tackle entropy, device trust, DIY signers, and why I’m leaning harder than ever on multi-sig. I walk through why
The roundtable is back, but we’re missing a familiar face. Mechanic has officially stepped down from Ocean, so it’s just Jeff, Steve and I digging
In this episode I continue unpacking the Coldcard RNG disaster, wrestling with whether it was malicious or just shockingly incompetent design and attitude. I walk
In this Guy’s Take, I walk through listener questions and comments on the Coldcard random number generation failure and what it really means for Bitcoin
***”In the early days, the average user could probably use a Coldcard and know the amount of entropy required. The average Bitcoin user today, no
Thousands of careful Bitcoiners just got wiped out by a Coldcard entropy bug, and I use this episode to push back hard on the idea
***”I think that self custody is not going to be dead. I think that there is going to have to be a group, a vanguard
In this episode, I unpack the claim that BIP-110’s failure proves corporate miners and suitcoiners now control Bitcoin. I walk through the real dynamics between
***”Today can you also use Coinbase to sell your coin? Yes. But can you guarantee that if Coinbase disappears, your funds will be with you?
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