Are we seeing a BULLISH shift on Wall Street? Some of the biggest names in finance have published aggressive Bitcoin forecasts: Bernstein: $125K by end-2026, $150K by mid-2027, $300K by 2029, $1M by 2033 Standard Chartered: $100K year-end target with a potential retest of $126K Pantera Capital: $740K long-term scenario Cathie Wood: $1.2M bull case by 2030 Michael Saylor: $21M by 2046 Tom Lee: $200K-$250K possible in 2026 if Bitcoin breaks its four-year cycle

.@river_ai_inc has a new vision for personal AI. We co-led River’s $1.1B funding round because we believe in @ibab's ambition to build open-weight models that individuals can train and improve continuously. Watch @htaneja in conversation with Igor. Chapters 02:22 — Co-Founding xAI 04:36 — An AI Experience You Own 05:59 — Betting Early on Open Weights 07:47 — How Do You Make Money on Free Models? 09:25 — Why the US Needs Its Own Open Models 11:27 — Enterprises Want to Control Their AI 13:36 — What Is Continual Learning? 16:56 — An API That Updates the Weights 19:17 — A Personal AI for Everyone 20:46 — The 20-Minute Training Run

NEW EPISODE - The Stock Market Is Moving Onchain | Ian De Bode Tokenized stocks are having their breakout moment. @iandebode joins @TrustlessState to unpack how @OndoFinance brought $SPCX stock onchain within minutes of trading, why real stock market liquidity matters more than shallow DEX pools, and how tokenized equities could become collateral for the next generation of perps, portfolios, and DeFi trading. TIMESTAMPS --- 0:00 Ondo’s RWA Moment 1:17 How SpaceX Stock Hit Ethereum in Minutes 2:57 What Actually Backs a Tokenized Stock? 4:49 The Onchain and Offchain Market Machine 10:29 Where the Demand Comes From 12:46 The Most Popular Tokenized Stocks 14:54 Why Perps Need Better Collateral 20:46 New Strategies for Onchain Asset Management 25:02 The Next 12 to 18 Months 26:14 How Big Can Perps Get? 28:46 Offshore Versus Onshore Perp Markets 32:05 Inside Ondo Perps 36:24 Why Not Build on Hyperliquid? 37:49 Launch Timeline and Early Demand 39:48 Will Wall Street Incumbents Compete or Help? 43:52 Ondo’s 2026 Roadmap 45:22 Remembering Nathan Allman

NEW: INVESTOR ADVICE FOR APPLYING TO SPEEDRUN We got in the booth with @kenanhsaleh, @emilybenn12, @far33d, and @tkexpress11 from the a16z speedrun investing team to talk about: 00:00 - patterns we're seeing in apps for SR007 04:50 - our process for reviewing apps 08:20 - traction signals we look for 09:10 - on teams that are a little too early for speedrun 14:26 - surprising things we've seen in interviews 20:46 - why you SHOULD NOT take vc funds 25:16 - why should founders pick speedrun? Watch the full roundtable here:👇