Brett Winton(@wintonARK):Managed to get this quote out 4 days before the binance heist (here's hoping the major bank hack doesn't follow in a similar timeframe): “If a major crypto exchange got hacked in a profound way, literally the assets could be transferred onchain to somebody else, and then somebody else owns them. Big problem. On the other hand, it’s kind of a simple problem. Somebody else has the private keys. These are effectively bearer instruments. If somebody goes into a bank, they wouldn’t necessarily be able to take the money. But they could totally scramble the accounts of the bank in a way where it would actually be a much bigger problem for the financial system if we didn’t know where the money was. Who owes money to who suddenly gets called into question, and it would totally freeze the local financial ecosystem, and depending on the size of the bank could severely arrest the global financial ecosystem.”

2026.10.30 06:03

Managed to get this quote out 4 days before the binance heist (here's hoping the major bank hack doesn't follow in a similar timeframe): “If a major crypto exchange got hacked in a profound way, literally the assets could be transferred onchain to somebody else, and then somebody else owns them. Big problem. On the other hand, it’s kind of a simple problem. Somebody else has the private keys. These are effectively bearer instruments. If somebody goes into a bank, they wouldn’t necessarily be able to take the money. But they could totally scramble the accounts of the bank in a way where it would actually be a much bigger problem for the financial system if we didn’t know where the money was. Who owes money to who suddenly gets called into question, and it would totally freeze the local financial ecosystem, and depending on the size of the bank could severely arrest the global financial ecosystem.”

The Wolf Of All Streets@scottmelker

2026.10.25 15:59

Bitcoin Is Insurance Against Financial Chaos - ARK's Chief Futurist | @wintonARK 00:00 AI Agents, Cyberattacks and the New Security Threat 02:42 What Does ARK's Chief Futurist Actually Do? 03:42 Why Bitcoin Is an Insurance Asset 10:39 Could AI Agents Use Bitcoin as Digital Gold? 15:27 How AI Agents Could Drive Crypto Transactions 18:29 Why Agents Need Their Own Pools of Digital Money 22:06 Stripe, Stablecoins and the Future of Agent Payments 24:26 Why AI Could Finally Unlock Prediction Markets 28:22 What the World Could Look Like Five Years From Now 32:46 AI Agents Could Negotiate Everything for You 35:24 Is AI Actually Investable at Today's Valuations? 39:09 The Bull Case for SpaceX and AI Infrastructure 42:54 Is the AI Debt Buildout a Real Risk? 47:20 The $40 Trillion Knowledge Work Opportunity 49:43 Ethereum, Solana and the Future of Digital Assets 54:02 Why Global Growth Could Accelerate From Here 54:37 Final Thoughts