
S&P ATHs, ICE Meets Hyperliquid & Anthropic’s $965B AI Round
About this episode
In this episode, we discuss ICE (the owner of the New York Stock Exchange) meeting the Hyperliquid team, the S&P pushing to fresh all-time highs above 7,500, and Anthropic's $65 billion Series H raise at a $965 billion valuation.
0:00:00 Introduction
0:00:40 Crypto Headlines and Web3 Roundup
0:04:55 Oracle Risk and Blockchain Downtime
0:10:48 Eli Lilly and the GLP-1 Peptide Trade
0:14:37 Peptides, BPC-157 and the Iggy Azalea Anniversary
0:20:09 Peptides as a Longevity Trend
0:23:24 S&P All-Time Highs and the US-Iran Ceasefire
0:27:35 Dell's 33% Surge and the $9.7B Pentagon Contract
0:33:50 Dell, Trump Accounts and the Corruption Question
0:37:59 The Dell Family Trust Accounts Debate
0:43:59 Everything Rally vs AI Rally and the Summer IPO Thesis
0:49:22 ICE Meets Hyperliquid and the TradFi Convergence
0:53:50 Would ICE Take a Stake in Hyperliquid?
0:59:01 Anthropic Raises $65B at a $965B Valuation
DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
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