This episode explores the transformative forces shaping global technology and geopolitics. We discuss Bitcoin's historic surge to $100K, driven by U.S. demand and optimism around crypto-friendly policies, alongside MicroStrategy's continued BTC accumulation. Shifting to AI, we examine the rise of Chinese open-source models, their remarkable performance in complex tasks like coding and reasoning, and the controversies surrounding censorship and geopolitical implications. Additionally, we highlight the Baltic undersea cable suspected sabotage, a stark reminder of hybrid warfare risks amid rising global tensions.
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