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The NYT identifies Adam Back as Satoshi Nakamoto
“The New York Times published a major investigation identifying Adam Back as the most likely Satoshi candidate.”
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Morgan Stanley launches its institutional Bitcoin ETF
“Morgan Stanley launching their Bitcoin ETF marks a major turning point for institutional access.”
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Stablecoin yields won't harm the banking system
“The White House research suggests that stablecoin yields do not pose a threat to financial stability.”
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Kalshi secures legal victory for prediction markets
“Kalshi's win in the New Jersey appeals court is a massive tailwind for prediction markets.”
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Anthropic Mythos model exposes critical software vulnerabilities
“The Mythos model from Anthropic is starting to uncover zero-day vulnerabilities at an alarming rate.”
MONITOR STABLECOINS
All podcast episode summaries matching MONITOR STABLECOINS — aggregated across every podcast we track.
“5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage.”
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Fragile leverage and cash flow shocks - Even a 5-10% disruption in cash flows can trigger systemic collapse because the global economy is over-leveraged against volatile inputs like $100 oil.
“5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage.”
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Stablecoins as the new dollar frontier - The Genius Act could formally integrate stablecoins into the global financial architecture, cementing US Treasuries as the world's primary collateral.
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The end of the four-year cycle - Bitcoin's increasing decoupling from historical halving patterns suggests it is maturing into a macro asset driven more by global liquidity than internal mechanics.
“5 to 10% is going to cause immense damage. When cash flows stop at the margin, everything collapses because of leverage.”
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