This week @jvisserlabs and I break down the $6 billion Binance hack, what it means for bitcoin, and the rise of AI-driven cyber attacks. We also discuss Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, Eli Lilly’s record quarter, interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI trade. YouTube: https://youtu.be/NLiGsqWQD-E?si=JCl0XjElGEOGUK_3 Apple: https://podcasts.apple.com/us/podcast/bitcoin-survives-biggest-crypto-hack-in-history-jordi/id1434060078?i=1000799050938 Spotify: https://open.spotify.com/episode/0GJgYnS9w3zEeeL8wA6KLi?si=H5iax7BCT-KV1BqE_VnUMw TIMESTAMPS: 0:00 - Intro 0:56 - Binance $6B hack & AI cyber threats 9:13 - Bitcoin volatility, tokenization & key price levels 13:32 - FTX parallels: is the bottom in? 21:15 - AI bubble fears vs exploding fundamentals 24:15 - Microsoft’s 60,000 buyouts & labor vs capital 29:11 - Anthropic S-1 & why bitcoin is the purest AI trade 34:06 - Private market valuations & slow AI adoption 38:41 - Eli Lilly’s record quarter 48:29 - Cybersecurity stocks & Palantir 49:37 - AI use cases & Silvia Legacy