On yesterday's show we discussed shorting $SPCX @bread_ shared his thoughts: “And in that interim, you’re going to have all these people that are getting this money and they’re gonna go, ‘Oh my God,’ because human psychology, right? They saw their initial number. Their initial number was higher than it is today, and they’re going, ‘Oh my God, what if it doesn’t ever come back? What if it doesn’t ever come back and then I’m gonna lose this? I can’t lose this. This is my entire bloodline-changing money. I have to capture some of this.’ And they’re going to. I think I’m probably going to get into this as a short as soon as my current positions roll over.”

Apple found the cheapest way to win the AI race: Don’t overspend. @Rahim_mahtab on today's show: “I think this is everyone taking a hedge against, ‘Whoa, a lot of these companies have spent way too much on AI,’ and Apple just being a bit smart about it.”

This is how Modern Market uses AI for the live show: “What GPT 5.6 did for the show today is it looked at the Google Calendar. It saw that @BCheque1 is out of office, has an OOO reminder set in his calendar. And it was like, ‘Oh, BCheque is out of office. So I’m going to remove him from today’s speaker list.’”

“GPT-5.6 Sol is like a Rottweiler who will grab the problem by the throat and not let go until it is done.” This is how @petergostev describes his experience with OpenAI's latest flagship model.

cash-cat:native was Robinhood's original app mascot. One Vlad Tenev tweet sent the whole chain vertical and pumped Cashcat to $150M. Here's the breakdown from today's show: "Vlad the founder had this to say, which I think is what started to send this stuff. He said, while we're building Robinhood Chain to be the best chain for RWAs, it works great for memes too. So once he tweeted that, just overnight, about six hours ago, all of the tokens that had been launched on Robinhood Chain absolutely ripped. There's just loads of tokens there. Cash Cat, Captain Robinhood, Tendies, Orhood, Vlad Dogg, Dumb Money, Dog in the Hood, Robinhood Bull. This is all so dumb. And we've done this a hundred, if not more times, with all the different L2s or different chains that got launched. If you are in super, super early, congratulations. Take a profit. Enjoy."

Worldcoin might be the cleanest short in crypto right now. @BCheque1 explains his thesis: "There's huge anti-AI sentiment at the moment also from enterprises because there is a feeling that companies like Anthropic or OpenAI are leveraging partner and enterprise data to basically destroy their businesses. This means less trust in these companies in the short term until that trust is resolved. You've seen examples of this where Claude has launched Claude Design, basically rugging Figma. You look at the Figma stock price as a consequence of everything that's been going on in AI. Figma is in the gutter as a consequence of this stuff."