We’re headed to the Hood Summit next week in hopes to gather some alpha intel for our community.
$PRISM has been rattling a lot of cages and we discuss what L3 ambitions could lead to.
Crypto is looking more and more bullish by the day and we think there couldn’t be a better time to all in on this industry.
In this episode we break down what is in our heads currently and how our conversations with Bitcoin miners has changed our view on
@natgmi progression moving forward 👇
NAT 2.0 In The Works |
$PRISM L3 Breakthrough | AI Taking Over Biotech | TBR #333
@vladtenev will not stop vague posting about the hood summt. Space chairs, space suits, 'the course is set', the whole Houston bit. We open this one speculating on what
@RobinhoodApp is actually about to unveil, why the last summit's tokenized
@OpenAI stock giveaway set the bar, and whether we are walking into another iPhone moment or another stress ball.
From there we get into the
@Meta glasses unveil and whether any of this AR push passes the iPhone test, then the story that genuinely stopped us:
@AnthropicAI 's Claude effectively directed a biology lab and surfaced what might be a new gene-editing mechanism in the CRISPR family. We talk about why curing diseases is becoming the new flex for AI labs now that benchmark wins are invisible to normal people, and what it would actually take, someone walking out of a facility no longer shaking, for us to call it real instead of theater.
We also sat with the big AI debate that is going around, the one arguing the labs are lying and extinction odds are being lowballed. We are less skeptical of the doom case after watching it than before, and we land where we usually land: you cannot steer this, so position for it. That includes talking honestly about why buying an AI lab IPO at two trillion is not our trade, what the bubble popping would mean, and why the Unabomber getting a Russell Crowe movie this same week feels a little on the nose.
The back half is ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247. We just recorded 45 minutes with
@NewsAsset , our first big outside interview on Bitcoin's security budget, and we recap what we said and what we would say better. We share what miners keep telling us in private, including a lunch with solo miners who feel the fee problem in their bones, and we walk through the evolution conversation: running your own indexer, quantum-resistant coinbase addresses, who merges protocol updates in the future, and why the Lightning Network is the closest model for how NAT should sit beside Bitcoin without touching its simplicity.
We close on the market itself.
@prismassets is building an L3 app chain and we break down what that raises, both ceiling and difficulty. The sharks have arrived in Robinhood season, the countdown-page rug pattern is back, and in the Claude era anyone can look like a legit developer, which makes the one-in-a-billion builders like Hatch more valuable, not less.
And that last part is the real weight of this episode. Satoshi stepped away when Bitcoin was roughly where NAT sits today in market cap, and the network carried on without him. We do not think we get that luxury, and honestly we do not want it. Formalizing NAT's governance so it can outlive us is not an exit plan; it is the only version of this where the thing we keep telling miners, someone has to fund Bitcoin's security, stays true whether or not we are the ones saying it.
YouTube 🔗
piped.video/dxZmnIwXJfs