Episode notes
The government keeps getting robbed of its own Bitcoin and a new bill wants to fix that. The BPI team breaks down the American Reserve Modernization Act (ARMA): what it would do for Treasury custody standards, why it has Democratic co-sponsors, and why they're bullish it could pass the House. They also cover the wave of digital-asset departures shaking up DC, from Hester Peirce to Paul Grewal. They also cover Kimi K3, China's open-source push, and the data center fight.
Connect with Zack Shapiro on X: https://x.com/zackbshapiro
Connect with Zack Cohen on X: https://x.com/zackcohen_
Connect with Ken Egan on X: https://x.com/Bayman11771
Learn more about the Bitcoin Policy Institute: https://www.btcpolicy.org/
Chapters:
04:02 — Regulatory FUD: How the US Might Curb Chinese Models
10:04 — "FINRA for AI" & the Open-Source Debate
16:25 — Why China Went Open Source — and When It Flips
19:52 — Xi Jinping's Global AI Governance Play at Shanghai WAIC
27:31 — Robots, Health Care & the Industrial AI Layer
30:04 — America's Bipartisan Data Center Backlash
39:38 — AI's PR Problem: Capital, Labor & Memory Stocks
42:38 — The Jacobian Conjecture & Mastering AI Prompting
51:10 — ARMA, the Bitcoin Reserve Bill & DC Departures
#Bitcoin #BitcoinPolicy #AIpolicy #KimiK3 #OpenSourceAI #OpenWeightModels #ChinaAI #ModelSovereignty #DavidSacks #AIRegulation #WorldAIConference #AIGovernance #DataCenters #DataCenterBacklash #JevonsParadox #ARMA #BitcoinReserve #StrategicBitcoinReserve #TreasuryBitcoin #CryptoPolicy #FreedomTech #AIprompting #FrontierAI #BitcoinPolicyInstitute #TechPolicy
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