Coldcard Was Just the Beginning

Signal vs Noise: Jackson Mikalic, Brian Cubellis, and Liam Nelson - joined by guest co-host Cam Stromme, filling in for Michael Tanguma - put four stories on the shot clock. Coldcard's $130 million disaster was supposed to be a one-off. The panel makes the case it's the opening move in a much bigger reckoning: AI models are now finding vulnerabilities across software faster than humans ever did, and nobody knows yet what else gets found. They also break down OpenAI's Astra solving 10 decade-old math problems, the US and Japan's yen intervention, and Iran's on-again Strait of Hormuz deal. Where's the signal, and where's the noise?

Chapters

00:53 - Topic 1 - Coldcard's AI-Found Bug Ignites Bitcoin's Custody War 09:05 - Topic 2 - OpenAI's Astra Solves a Decade of Unsolved Math 15:42 - Topic 3 - Iran's Strait of Hormuz Deal That Isn't 21:28 - Topic 4 - US and Japan Intervene to Prop Up the Yen 26:59 - Lightning Round & Parting Thoughts