『Iran's Bitcoin Toll, Macro Breakdown, and the Full Katana Story | Ep 488』のカバーアート

Iran's Bitcoin Toll, Macro Breakdown, and the Full Katana Story | Ep 488

Iran's Bitcoin Toll, Macro Breakdown, and the Full Katana Story | Ep 488

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

Good now revolutionaries — Thursday April 9, and it's a packed final show of the week. Iran is now accepting ships through the Strait of Hormuz — but requiring payment in Bitcoin, stablecoins, or Chinese yuan. Alex walks through exactly what the Iran oil union's spokesperson got wrong about Bitcoin (one out of three ain't bad: correct on sanctions, wrong on the transaction time and trackability). Community warned: scam tokens with IRGC-adjacent tickers are already proliferating on pump.fun. Do not buy them.


Anthropic's unreleased Mythos model found thousands of zero-day exploits across every major OS and browser — including a 27-year-old bug for under $50 in compute and a full remote code execution exploit for under $1,000. Anthropic responded by assembling Apple, Google, Microsoft, Amazon, Nvidia, and seven others into a $100M defensive coalition called Project Glasswing. Alex's take: legitimately scary, potentially also a power consolidation move — but the Drift exploit already proved social engineering is the real attack vector, and AI making that faster is a serious concern for every DeFi protocol.


Rise Up intern Matthew Wiley gave the definitive community primer on Katana — the Polygon-incubated L2 that delayed its TGE, changed airdrop terms last-minute without community votes, and is now posting 1% APY on USDC. Matthew Fisher (CEO) was scheduled but had a scheduling snafu. The team is rescheduling. Will Watson exits bearish: oil to $150, 3–4 months of selling ahead, bottom in crypto and stocks somewhere between mid-summer and early fall. Plus: Alex explains MicroStrategy's full suite of derivative products (STRC, STRK, STRF, STRD), and what Saylor's awful AI commercial with Taylor Swift's voice says about the state of institutional crypto marketing.


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