Gold Breaks Out, AI's Circular Revenue, and $30M in Crypto Heists

The AI boom might just be money moving in a circle. Jackson Mikalic, Michael Tanguma, and Brian Cubellis put four stories on the shot clock. They break down Ed Zitron's circular-revenue thesis (an estimated 70% of Amazon, Microsoft, and Google AI revenue comes from OpenAI and Anthropic), gold breaking out roughly $200 after Warsh's dovish Fed, the national debt climbing $450 billion since July 1, and an estimated $30 million stolen in violent crypto attacks in 2026. Liam is out this week. Where's the signal, and where's the noise?

Chapters

01:15 - Topic 1 - The Warsh Fed and the Inflation Reset 07:39 - Topic 2 - Gold Breaks Out as the Fed Feeds It 13:52 - Topic 3 - The AI Revenue Circle (Ed Zitron) 19:36 - Topic 4 - Violent Crypto Attacks Hit $30M in 2026 25:35 - Lightning Round and Parting Thoughts