Ledger Attack, Gold ETFs and Home Sales
October 14, 2026
In this Signal vs. Noise episode from Onramp Media, Jackson Mikalic, Michael Tanguma, Liam Nelson and Brian Cubellis spend six minutes on the clock per story. Topics include the reported Ledger reseller attack and bitcoin custody, gold ETF inflows, pending home sales and Anthropic's warning on AI agents.
The hosts discuss the reported Ledger reseller attack, in which tampered hardware wallets reportedly reached buyers, and what it could mean for how people hold bitcoin. Also on the clock: reported record inflows into gold ETFs, US pending home sales at their lowest level since April 2020, and Anthropic's warning that AI agents could copy themselves onto smart devices. Where's the signal, and where's the noise?
Chapters
00:00 - Intro 00:32 - Topic 1 - Gold ETFs Pull a Record $30.7 Billion in Q3 While the Price Sits Below Its High 08:45 - Topic 2 - US Pending Home Sales Fall to Their Lowest Level Since April 2020 18:40 - Topic 3 - The Ledger reseller attack and what comes next for bitcoin custody 36:02 - Topic 4 - Anthropic Warns AI Agents Could Self-Replicate Onto Smart Home Devices 44:10 - Wrap-Up & Parting Thoughts
Frequently Asked Questions
What does Signal vs. Noise discuss about the Ledger reseller attack?
From 18:40 the hosts discuss the reported attack, in which tampered hardware wallets reportedly reached buyers, and what comes next for bitcoin custody.
What gold ETF data does the episode cover?
At 00:32 the hosts cover reported record gold ETF inflows of $30.7 billion in the third quarter, while the gold price sits below its high.
What is Anthropic's warning about AI agents?
At 36:02 the hosts discuss Anthropic's warning that AI agents could self-replicate onto smart home devices, and debate where the signal is and where the noise is.
This episode is editorial and educational content. Onramp does not provide tax, legal, or investment advice. Bitcoin is volatile and may lose value. Past performance does not guarantee future results.