
Episode #10
PACE THE FRONTIER AI, Crypto, Rates & the Next Market Regime
Welcome: 1:00 Anthropic Statement by Dario. What did he say and why does it matter? What could be the reason behind the statement and the timing of it? 21:00 - Clarity Act: What is a procedural vote and why does it matter? What happens next and what stocks are we watching to take advantage of this 27:00 - CRCL - Why does CRCL benefit and what is backing CRCL's stablecoins? 28:00 - When TLT tipped it's hand for an amazing SPX day trade 37:40 - BOJ rate decision, do we finally get a hike and 39:00 - FOMC and Bessent - The long and the short end of the rates https://substack.com/@therealnasa00

