ROUNDUP: The Stock Market Is Lying to You

ROUNDUP: The Stock Market Is Lying to You

The Dow just hit an all-time high. Michael Burry is shorting AI. Capital is rotating out of tech at the fastest pace since March. Carmelo and Sasha break down the disconnect between what markets are saying and what the economy is actually doing, plus the biggest stories across AI, robotics, crypto, and venture this week Simultaneously, China’s Unitree Robotics secured green-light approval for a massive $619M Shanghai STAR Market IPO, signaling a massive pivot to move physical AI out of laboratory demos and directly onto the factory floor. Meanwhile, 140 firms, including Visa, Stripe, Mastercard, BlackRock, Google, and Shopify, unveiled Open USD (OUSD). Unlike legacy incumbents ($USDT and $USDC), which hoard the yield generated by their underlying reserves, OUSD will redistribute reserve revenues directly back to its enterprise partners. Timestamps: 00:00 – Intro 01:40 – The Iran Ceasefire Is Dead 05:09 – Dow Cracks 53,000 for the First Time 10:26 – The Big Money Is Quietly Leaving Big Tech 14:28 – Anthropic Wants Its Own Chip 19:13 – Chipmakers to the White House 22:20 – Unitree Just Got the Green Light to Go Public 25:07 – OpenAI's Wild Pitch 30:09 – OpenAI Delays Its Most Powerful Model 33:04 – The White House Is About to Set the Rules for Frontier AI 36:37 – Microsoft Frontier Company 39:56 – Midjourney's Legal Judo 44:41 – 140 Giants Declared War on Tether and Circle 48:07 – Everybody Wants a Stablecoin Now 50:51 – Legally Stealing $20 Million From a Memecoin 55:47 – Strategy Sells Bitcoin for the First Time in Years 59:54 – Biggest Fundraise of the Week 1:03:12 – Outro -------------------------------------------------------------------------------------------------------------------------------------------------------------- 📍Useful Links for Arcanum Ventures: 👉 Arcanum Venture Website: https://www.arcanum.ventures/ 👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/ 👉 Arcanum Linktree: https://linktr.ee/arcanumventures 👉 Arcanum Ventures X: x.com/ArcanumVentures 👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/ 👉 Arcanum Telegram Community: https://t.me/Arcanumventures 👉 Arcanum Telegram Announcements: https://t.me/ArcanumVenturesOfficial 👉 Arcanum Instagram: https://t.me/Arcanumventures 👉 Arcanum TikTok: https://www.arcanum.ventures/ 👉 Arcanum Reddit: https://www.reddit.com/r/ArcanumVentures/ 👉 Work With Us: https://www.arcanum.ventures/workwithusform/ 👉 Arcanum Spotify: https://open.spotify.com/show/40tReh4cuLioFiBI3VJo7N?si=2ac7e96b6d004509 -------------------------------------------------------------------------------------------------------------------------------------------------------------- 📍Disclaimer: Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the startups, tech, AI, and web3 industries. This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and invest wisely!

ROUNDUP: The US Just Made Quantum Computing a National Priority

The Department of Energy just committed to delivering the world's first fault-tolerant quantum computer by 2028. The talent gap makes the timeline almost impossible. Carmelo and Sasha break down what it means and why quantum is suddenly a national priority. Also covered: US-Iran ceasefire collapses after nine days, Strait of Hormuz toll standoff, Supreme Court blocks Trump's Fed firing 5-4, Europe's record $36.8 billion startup funding half-year, Waymo cuts Uber and goes direct-to-consumer, BMW deploys Figure AI humanoid robots at Spartanburg, Anthropic accuses Alibaba of 28.8 million model distillation attacks on Claude, Hagerty-Kim bill targeting AI IP theft by foreign actors, Chinese hedge funds call AI rally a super bubble, Binance goes dark across the EU on July 1st, Mika stablecoin rules already outdated on day one, GPT 5.6 previewed to 20 government-vetted organizations, plus the week's biggest funding rounds. Hosted by Carmelo Giuliano and Sasha Asheghi.Subscribe for weekly coverage of markets, #deeptech, AI, #blockchain, and #venture.#ai #artificialintelligence #crypto #stocks #stockmarket #venturecapital #robotics #tech #technews #investingpodcast Timestamps:00:00 – Intro01:14 – The US-Iran Ceasefire Lasted Nine Days04:56 – Trump Tried To Fire a Federal Reserve Governor07:52 – Europe Just Had its Best Year for Startup12:02 – Waymo Just Ended its Partnership with Uber16:32 – Trump Just Banned Polestar From Selling in America20:54 – Shell Unveils a Concept EV Designed to Charge in Under 10 Minutes24:12 – Trump Signed Two Quantum Executive Orders27:25 – BMW Put a Humanoid Robot Back On its Factory Floor31:03 – Alibaba Stealing Anthropic models?35:12 – The AI Model Theft War Just Became a Congressional Priority39:04 – AI Rally a "Super Bubble" Ready to Burst43:49 – OpenAI Launched its Most Powerful Model Yet48:18 – Binance Just Went Dark Across the EU52:24 – The EU Enforced MiCA on July 155:26 – Biggest Fundraise of the Week58:41 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/👉 Arcanum Linktree: https://linktr.ee/arcanumventures👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Arcanum Telegram Announcements: https://t.me/ArcanumVenturesOfficial👉 Arcanum Instagram: https://t.me/Arcanumventures👉 Arcanum TikTok: https://www.arcanum.ventures/👉 Arcanum Reddit: https://www.reddit.com/r/ArcanumVentures/👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Spotify: https://open.spotify.com/show/40tReh4cuLioFiBI3VJo7N?si=2ac7e96b6d004509--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, tech, AI, and web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

ROUNDUP: Nvidia's Banned Chips Selling for 3X Price on China's Black Market

The global AI chip market just faced its first violent divergence. While South Korea’s KOSPI index suffered a brutal 10% single-day crash on fears of peak semiconductor demand, Micron smashed historic records, printing a 346% revenue increase that completely flipped the script.OpenAI and Broadcom officially unveiled "Jalapeño," a proprietary ASIC designed from scratch in just nine months with the direct assistance of OpenAI's own models.Meanwhile, on China's black market, supply constraints have driven the price of a smuggled Nvidia Blackwell DGX B300 server to an astronomical $1.1 million (8 million RMB), nearly triple its $400,000 US retail cost.Timestamps:00:00 – Intro01:32 – US-Iran Peace Deal Collapsed 3 Days Later05:42 – South Korea Stock Market Crash08:53 – Tesla Killed 76-year-old Woman13:48 – Microsoft and Chevron Gas-powered Data Center17:00 – OpenAI Just Built Its First Chip20:54 – Nvidia Banned Chips Sold on China's Black Market24:20 – Midjourney Pivots to Healthcare28:47 – EU Builds Its Own Open-source Frontier AI Model31:41 – NYC Public Schools Full Compliance Playbook On AI Tool35:24 – Anthropic Mandatory Identity Verification for Claude Users39:26 – "Agentjacking" Exploiting AI Coding Agents41:25 – Meta Is Building a Prediction Market App46:08 – Ethereum Foundation Cuts 20% staff And 40% Of Its Budget49:43 – Binance Pulled its European License Application52:35 – Biggest Fundraise of the Week55:57 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

Fighters Were Paid in Trump's Cryptocurrency on the White House Lawn | BOOM ROOM Weekly Roundup

Global macro frameworks are shattering. This week, an unexpected US-Iran peace deal triggers a 5% drop in oil.Meanwhile, tech is moving at a blistering speed: SpaceX went public, jumped 56%, and immediately scooped up Cursor for $60B.But the biggest shockwave? The US government forcibly shutting down Anthropic’s newly released Claude Fable 5 just three days after launch.Timestamps:00:00 – Intro01:30 – The US and Iran Signed a Peace Deal06:45 – Kevin Warsh Holds Rates at His First Fed Meeting10:48 – SpaceX Opened at $160.95 on Day One15:18 – Jeff Bezos’s Prometheus raises $12B21:01 – Nvidia's AI Chips Were Quietly Reaching China24:50 – SpaceX Acquired Cursor for $60 Billion29:21 – Anthropic Released Its Most Powerful Model Ever34:50 – Fable 5 Was Jailbroken Days After Launch37:52 – Beijing Ordered Meta to Unwind Manus Acquisition 43:40 – State Attorneys General Is Investigating OpenAI48:57 – UFC Freedom 250 Was Held on the White House54:11 – The CLARITY Act's July 4 Deadline Declared Impossible58:15 – India Banned Telegram1:01:20 – Biggest Fundraise of the Week1:04:39 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!

The Strait of Hormuz Is Open and Closed at the Same Time | BOOM ROOM Weekly Roundup

The Iran war escalated again overnight. The US struck Iranian military and surveillance sites for the second consecutive night, in response to a downed American helicopter in the Gulf days earlier. Iran fired back at US bases in Kuwait, Bahrain, and Jordan with 12 ballistic missiles. Iran now says any vessel approaching the Strait of Hormuz is cooperating with the enemy. CENTCOM says the Strait is open and ships are transiting through it. Both things are being said at the same time. Brent crude is sitting in the mid 90s and barely moved.The US added 172,000 jobs in May, more than double the forecast, with unemployment holding at 4.3 percent. CPI is still at 3.8 percent and real wages remain negative. Kevin Warsh takes the chair at his first Fed meeting on June 17 facing a labor market that gives him almost no room to cut.Apple held its last WWDC under Tim Cook this week and rebuilt Siri from scratch as Siri AI, powered by a custom 1.2 trillion parameter Google Gemini model under a reported 1 billion dollar a year deal. Starting this fall, iOS lets you set Claude or another third party AI as your default assistant instead of Siri.SpaceX priced its IPO at 135 dollars a share, targeting a 1.75 trillion dollar valuation in the largest IPO in market history, with 30 percent of the float going to retail through Robinhood, Fidelity, and Schwab.Monash University published research on a light powered AI chip that generates, directs, and reads information on a single circuit, a potential answer to the AI energy crunch.Anthropic released Claude Fable 5, the first publicly available Mythos class model, days after filing its confidential S1. Claude Mythos 5, the unrestricted version, is simultaneously rolling out to 150 organizations across 50 countries through Project Glasswing.The Great American AI Act was introduced in Congress this week as the US starts writing its own AI rules, while the EU AI Act's general purpose AI rules take effect August 2 with the compliance guidance still unpublished.#ai #worldnews #iran #technews #vcinsights #technology #tech #crypto #deeptech #investing #investingpodcast #investingnews Timestamps:00:00 – Intro01:24 – Iran War Is Stalling05:51 – US Jobs Added 172,000 in May10:07 – Rise of Defense Tech Startups Funding 14:01 – The WWDC 202618:36 – European Military Robots Go to War22:52 – SpaceX Prices Its IPO at $135 Per Share28:27 – Monash University Built a Light-Powered AI Chip31:06 – Anthropic’s Claude Fable 536:25 – The Great American AI Act39:42 – Google and Anthropic Pays SpaceX for Compute43:58 – AI Water Consumption Dilemma47:24 – Telegram Rebranded TON to Gram51:15 – Sam Bankman-Fried Filed a Formal Pardon Application55:22 – CFTC New Rules for Prediction Markets59:33 – Biggest Fundraises of the Week1:02:59 – Outro--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Arcanum Ventures:👉 Arcanum Ventures X: x.com/ArcanumVentures👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/👉 Arcanum Venture Website: https://www.arcanum.ventures/👉 Arcanum Telegram Community: https://t.me/Arcanumventures👉 Work With Us: https://www.arcanum.ventures/workwithusform/👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the #startups, #tech, #AI, and #web3 industries.This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and #invest wisely!