CoinDesk Podcast Network

Google could end up with a stake in TeraWulf’s massive Kentucky AI data center after backstopping Anthropic’s $19 billion lease. Payward and Kraken clients are making moves into Aave, while Standard Chartered Ventures and SBI bolster crypto insurance firm Soter. A quick tour of big bets across AI infrastructure and digital assets.

Shubh Varma, co-founder and CEO of crypto analytics firm Hyblock Capital, explores why Binance’s massive hack failed to shake markets, the signals needed for a healthier Bitcoin recovery, and whether traditional altseason is fading. He examines crypto regulation, shifting trading behavior, AI’s pull on investment capital, and makes a contrarian case for a bullish 2027.

Hunter Biden, lawyer, public figure, and advocate for recovery and digital privacy, discusses his crypto convictions and the chaotic launch of his $LAPTOP token. He challenges Democrats’ understanding of digital assets, criticizes Trump’s crypto ventures and ethics stance, and weighs in on dismissed FBI charges, government weaponization, global tensions, and why he chooses transparency over retreat.

Democratic control of Congress could reshape crypto legislation after tens of millions in industry election spending failed to deliver Republican victories. The discussion also explores Texas proposals that could slow AI data-center expansion, Block’s $764 million settlement over anti-money-laundering controls, and a sharp drop in its Bitcoin gross profit.

North Korea rejects the FBI’s accusation that it orchestrated the $6.4 billion Binance hack, while Elliptic points to on-chain evidence. Tether’s Bitcoin holdings reportedly reach around 150,000 BTC. Mercado Bitcoin responds to a $40 million hot-wallet attack, with some stolen funds frozen and the exchange covering the losses.

Ari Redbord, TRM Labs’ policy chief and former Treasury official, examines the $6.4 billion Binance heist and its cybersecurity fallout. Google Cloud’s Rich Widmann, a digital-asset infrastructure strategist, explains multi-party computation for safer custody and the threats posed by quantum computing and AI. TensorX CEO Tim Grant explores sovereign AI clouds, controlled enterprise models, ETF outflows, and risks facing leveraged GPU providers.

Binance faces more than $6 billion in outflows after a record hack, even as the exchange works to replenish stolen assets. Bitcoin ETFs post their biggest losses since June, led by BlackRock and Fidelity. Meanwhile, crypto-backed political groups pour millions into Republican races, including a major campaign targeting Sherrod Brown.

The NBA steps into prediction markets through a CFTC data-sharing deal with Kalshi and Polymarket, while the NFL pushes back alongside state regulators. Ripple wins approval for a national trust bank charter tied to RLUSD reserves and institutional custody. Keystone responds to a data breach that exposed buyer records but not recovery phrases or private keys.

SpaceX secures $40 billion in debt to fund its GPU ambitions, while Elon Musk warns that most AI-focused cloud firms may not survive tightening credit markets. The discussion also covers a Bitcoin wallet vulnerability that redirected payments and growing banking restrictions affecting UK crypto users and exchanges.

Erik Voorhees, founder of Venice.ai and former ShapeShift leader, explores AI’s rapid takeover of filmmaking. He discusses private, uncensored creative tools, video’s surge on Venice, and why privacy matters. He previews Lumara’s 750 AI-film submissions, the crypto-themed Rekt Award, and a future where anyone’s idea could become a movie, 3D world, or VR experience in minutes.