Episodes
Crypto's Next Cycle: Is AI Killing the Devs Who Fund It?
Junior developer hiring is down nearly 20% from its 2022 peak. Agentic AI is eating entry-level coding jobs. Marcus sees capital unlocks and a talent pivot flooding crypto with new money. James sees a
AI Infrastructure 2026: $5.6 Trillion Bet — Signal or Hype?
Global tech spend is projected to hit $5.6 trillion in 2026, with AI infrastructure absorbing the lion's share. Marcus sees the on-chain signals of a genuine structural shift. James sees a narrative e
Bitcoin ETFs: $1.4B Reversal This Week — Is Smart Money Loading or Dumping?
This week, U.S. spot Bitcoin ETFs recorded $1.4 billion in net inflows over five consecutive days — ending a five-week outflow streak. But here's the catch: Bitcoin barely moved. Marcus sees coordinat