The Investment You Were Never Allowed to Make [ft. Cathal Donnellan @ NexStox]

Hedge Funds Bought $86 Billion in Stocks While Iran Bombed an Airport | BOOM ROOM Weekly Roundup

The market can stay irrational longer than you can stay solvent, but it cannot override the laws of physics or thermodynamics.If you are treating the modern macroeconomic landscape as separate isolated verticals, geopolitics here, AI capital expenditures there, energy infrastructure over there, your portfolio is highly exposed. Iran targeted US bases in Kuwait and Bahrain and a vessel near the Strait of Hormuz on June 3. A drone strike heavily damaged Kuwait International Airport, killed one person, and injured more than sixty. Iran has now stopped communicating with mediators about extending the ceasefire and wants the Lebanon truce enforced before returning to talks. Bitcoin fell from about $77,800 to an intraday low near $65,978 with roughly $1.85 billion in liquidations. Oil moved back above $100.Hedge funds had bought a record $86 billion in equities over five sessions this week on ceasefire optimism. That optimism reversed within hours of the Kuwait attack.SpaceX filed its updated IPO prospectus with trading expected around June 12. The filing discloses a target price range, lists water shortages as a risk factor for AI computing, and confirms the company holds about 8,285 Bitcoin. Analysts are discussing a valuation that could exceed two trillion dollars, which would make it the largest IPO on record.Unitree Robotics brought humanoid robots onto the America's Got Talent season 21 premiere on June 2. All four judges voted yes. Simon Cowell called it insane but brilliant. The company ships about 15,000 humanoid robots a year.Alphabet raised roughly $85 billion for AI infrastructure with Berkshire Hathaway anchoring $10 billion. OpenAI and Anthropic both moved toward public listings, putting three companies worth a combined $3.7 trillion on a path to market. Microsoft Build embedded AI agents directly into Windows.Weekly recap with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.#ai #technews #vcinsights #investingpodcast #investing #investingtips #technews #investingnews #technology #crypto #robotics #artificialintelligence Timestamps:00:00 – Intro01:49 – Iran Bombed Kuwait's Airport06:34 – Hedge Funds Bought a Record $86 Billion in Stocks10:58 – Unitree's Robots Danced on America's Got Talent14:41 – SpaceX Filed Its Updated IPO19:45 – The Enhanced Games26:11 – Uber Is Testing Robotaxi in Munich With Nvidia27:52 – Alphabet Just Raised $84.75 Billion For AI31:44 – Microsoft Build 2026 Event35:29 – OpenAI and Anthropic Both Filed for IPO40:32 – AI Is Now Consuming Over 10% of US Electricity44:53 – Mt. Gox Moved $739 Million in Bitcoin45:17 – ETFs Lost $3.45 Billion in 11 Sessions45:44 – Strategy Sold Bitcoin for the First Time Since 202249:33 – Crypto PACs Just Went Undefeated54:15 – Biggest Fundraise of the Week56:51 – 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!

Kevin Warsh Called For Regime Change at the Fed. Now He Runs It. | BOOM ROOM Weekly Roundup

In Episode 20 of the Weekly Recap, Sasha and Melo break down a hyper-volatile week across macro finance, geopolitics, and frontier technology.We kick off with a historic changing of the guard as Kevin Warsh is officially sworn in as Fed Chair by Supreme Court Justice Clarence Thomas in the White House East Room—the first time this has happened since Alan Greenspan in 1987.Meanwhile, hardware and AI capabilities are shattering historical limits. SpaceX's Starship V3 Flight 12 successfully navigated a mid-climb vacuum Raptor engine failure via real-time autonomous flight computer compensation, splashing down cleanly in the Indian Ocean.In the digital realm, OpenAI researchers bypassed pattern-matching entirely to crack an 80-year-old Erdős combinatorics math problem that had resisted human solution for nearly a century.#ai #digitalassets #tech #technews #technology #investing #vcinsights #techpodcast #artficialintelligence #deeptech Timestamps:00:00 – Intro01:19 – US-Iran: Fighting While Negotiationg Peace05:43 – Kevin Warsh Sworn In as Fed Chair at White House10:00 – Starship V3 Mid-Flight Engine Loss14:08 – NASA Awards Moon Base Lander Contract to Blue Origin17:48 – Opening of Major Annual Robotics Conference21:25 – Researchers Remove AI Guardrails27:12 – White House Postpones AI Safety Order Last-Minute31:22 – EU Prepares Nine-Figure AI Fine For Google36:25 – OpenAI Solves 80-Year-Old Math Problem40:03 – Pope Releases AI Theological Document45:21 – UK Issues Historic Full Sanctions Against HTX50:03 – SEC Delays Tokenized Stock Exemption56:18 – Biggest Fundraises of the Week59:38 – 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 Investment You Were Never Allowed to Make [ft. Cathal Donnellan @ NexStox]

For decades, the best-yielding assets were reserved for institutions, accredited investors, and high-net-worth individuals. Retail investors were locked out. Tokenized real world assets are changing that and NexStox is building the platform to make it happen.Cathal Donnellan, President of NexStox, joins Carmelo and Sasha to break down why the RWA market is set to explode, why Southeast Asia is leading the charge, and what it will actually take for retail participation to become real at scale.In this episode:What NexStox is building and why the RWA space is structurally broken right nowWhy Southeast Asia (Malaysia, Vietnam, Philippines) is the most viable sandbox for tokenized assetsThe demand signal Terra Luna actually proved before it collapsedWhy real estate tokenization still hasn't worked and which asset classes actually willThe regulation gap: which jurisdictions are getting it right (and why MiCA isn't one of them)ICP's cloud infrastructure bet and why Cathal thinks it's one of the most underrated plays in Web3Founder advice: fail fast, fail cheap, and know your DNA#digitalassets #blockchain #crypto #cryptocurrency #cryptonews #rwa #realworldassets #stocks #investing --------------------------------------------------------------------------------------------------------------------------------------------------------------📍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/--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Useful Links for Cathal Donnellan and NexStox:👉 Cathal Donnellan LinkedIn: https://www.linkedin.com/in/odomhnc/👉 NexStox Website: https://nexstox.com/👉 NexStox LinkedIn: https://www.linkedin.com/company/nexstox/👉 NexStox X: https://x.com/NexStox--------------------------------------------------------------------------------------------------------------------------------------------------------------📍Disclaimer:Arcanum Ventures is currently invested in and advising NexStox. The context of this interview and the content is merely meant to provide discussion and insight to viewers interested in the #startups and #web3 industriesThis 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!

Google Just Launched a 24/7 AI Agent. Apple Has Six Weeks to Respond. | BOOM ROOM Weekly Roundup

The next phase of the AI boom isn’t an algorithmic problem. It’s a physical infrastructure crisis.While a massive 71% of Americans oppose local data centers due to grid strains and extreme environmental footprints, China has fully commercialised a $226 million, offshore wind-powered underwater data center off Shanghai.The physical and digital worlds are colliding violently.Weekly roundup with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.#ai #crypto #startups #digitalassets #tech #invest #investing #technology #news #technews Timestamps:00:00 – Intro01:10 – The Beijing Summit is Over, and it was Largely Unproductive05:11 – Trump Called Off A Scheduled Attack on Iran07:10 – China’s 'world's first' Offshore Wind-powered Underwater Data Center11:40 – 71% of Americans Oppose Data Centers15:29 – US Airline Bans Humanoid Robots19:37 – Cerebras Systems Went Public At $95 Billion Valuation22:43 – Google I/O 2026 Event27:47 – The Elon Musk vs. Sam Altman Trial is Wrapping Up31:25 – Cisco Cuts Nearly 4,000 Jobs To Spend More on AI35:29 – Anthropic is now Worth More than OpenAI40:18 – The CLARITY ACT Passed the Senate Banking Committee43:40 – Solstice43:54 – Fannie Mae Officially Accepting Crypto as Collateral for Mortgages48:53 – SpaceX $1.78 Trillion Valuation From Hyperliquid Pre-IPO53:14 – Biggest Fundraises of the Week55:26 – 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 Summit About Who Controls AI, Robots, and Oil for the Next Decade | BOOM ROOM Roundup

The global power map is being redrawn in Beijing.In Episode 18, Sasha and Melo break down Trump’s high-stakes arrival in China alongside Elon Musk, Jensen Huang, and Larry Fink.Plus, we cover the explosive updates from the Musk vs. Altman trial, where Sam Altman alleges Elon wanted 90% of OpenAI and a hereditary line of control.Trump arrived in Beijing this week with 17 corporate executives for a two-day summit with Xi Jinping. The guest list told you everything about American anxiety: Elon Musk for Tesla's rare earth magnet problem, Jensen Huang to negotiate whether China can buy his own chips, Tim Cook for Apple's supply chain, Larry Fink for capital flows. China arrived having weaponized rare earth export restrictions twice in 2025 to make Trump back down. The CFR published an analysis this week saying Xi is in the driver's seat.The same week Iran proposed Hormuz transit tariffs denominated entirely in Chinese yuan. India paid for Iranian oil in yuan for the first time in seven years. China's CIPS payment network processed $214 billion in March. The petrodollar is under direct attack and the timing relative to the Beijing summit was not accidental.Sam Altman testified in Oakland that Musk wanted total control of OpenAI and said it should pass to his children when he died. Musk was not in court. He was in Beijing.Anthropic launched a $1.5 billion venture with Goldman Sachs and Blackstone to embed Claude directly inside mid-sized businesses replacing traditional consulting firms. China controls more than 90% of the rare earth magnets inside every Western humanoid robot. Tesla Optimus production is already delayed because of it. Boston Dynamics IPO is approaching under Hyundai ownership. DARPA requested a $54 billion autonomous warfare budget representing a 24,000% increase.#ai #china #usa #trump #startups #technews #tech #technology #artificialintelligence #deeptech #digitalassets Weekly recap with Carmelo Giuliano and Sasha Asheghi from Arcanum Ventures.Timestamps:00:00 – Intro01:40 – Trump Heads to Beijing For A High‑Stakes Summit05:52 – Tehran Pushes More Crude Sales In Yuan10:14 – NASA quietly rewrites Artemis III15:07 – China Rare‑Earth Chokehold19:24 – Hyundai’s Boston Dynamics Faces IPO Pressure22:32 – DARPA Ramps Up Its 2026 Budget28:13 – Sam Altman Vs Elon Musk34:01 – Anthropic Is Backed With Around 1.5 Billion Dollars40:09 – Chinese AI Labs Drop Competing Open-Weight Coding Models42:18 – Dark Side Of Data Center44:34 – Data Center X Space**47:23 – Kevin W arsh Is Poised To Take Over The Fed51:32 – Charles Schwab Retail Spot Bitcoin and Ethereum Trading56:33 – The Biggest Fundraises Of The Week58:21 – Ethos Interview**1:00:05 – 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!