Is anyone coming to WNA 2026? I'm booked at The Beaumont Mayfair for two nights starting Wednesday. Rolling in with the rest of my pod—clueless on the nukes/yellowcake space, but great vibes all around. If any of the U crew wants to carve out time to grab a drink and talk book, please hit me up.

Does this SEVERELY hurt the memory trade? $MU $DRAM $SKHY During the latest @moonshots_pod clip, Immad said, "The US blocked faster Chinese silicon, so they built around cheap DRAM. DRAM got expensive, so they invented around it. A stealth “01” model was GLM on new @Huawei chips. Memory is ~50% of spend and you can’t just upgrade it. In a couple of months, at their pace, those models won’t need much memory. Here's the rub. I don't know if this is true, or just a narrative being pushed by the Chinese government, but either way it could be damaging to the memory sector's price action + I don't love the charts I'm look at either. So, MAYBE it's best to be prepared for a damaging narrative over the short term either way? If anyone finds anything to counter this narrative, please let me know.

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NEW POD We Cover: – Narrative vs valuation – Is Santi still bearish? – Hyperliquid’s $1T TAM – Pump’s story problem – $ENA’s new tokenomics :: @JasonYanowitz @santiagoroel @HadickM TIMESTAMPS: 00:00 Intro 01:07 Is Crypto Risk Worth It? 08:07 Are AI Assistants Overhyped? 13:40 Is Crypto Undervalued Again? 22:06 Why Pump Trails Hyperliquid 30:14 Ads (TOKEN2049, Avalanche Summit) 34:12 Ethena Fixes Its Tokenomics 42:33 How Does Ethena Keep Growing? 49:30 Can FOMO Onboard Normies? 56:10 Content Of The Week

NEW POD We Cover: 🔸 Treasury buyback announcement 🔸 Which hard assets we like 🔸 Midterm macro policy 🔸 Can the Fed stay hawkish? 🔸 Oil’s sneaky comeback @fejau_inc @qthomp TIMESTAMPS: 00:00 DAS Asia October 7th 03:17 Treasury Buyback Announcement 12:53 Is This Fiscal Operation Twist? 19:17 Where Does The Debasement Trade Go? 24:18 How Long Can They Goose Markets? 29:08 Can The Fed Stay Hawkish? 33:39 When Should You Buy Inflation Protection? 37:58 Is Debt Monetization Next? 41:25 Where Should Investors Hide? 46:12 Where’s The Next Bull Market? 51:58 Final Thoughts

NEW POD We Cover: – Adoption without token upside – Catalysts without CLARITY – Fomo vs – Crypto’s speculation problem – Why financialization keeps winning @JasonYanowitz @santiagoroel @HadickM TIMESTAMPS: 00:00 Intro 02:17 Has Crypto Found A Bottom? 08:22 Can Regulation Replace Clarity? 14:42 Fomo Vs Pump Fun 22:07 How Founders Survive The Reckoning 26:31 Is Crypto Worth The Venture Bet? 34:39 Is Erebor Worth $8 Billion? 41:40 Is Collector Crypt Just Gambling? 48:03 Everything Is Becoming Financialized 54:23 Why Santi Is Long AI 57:26 What Benchmark Gets Right