World War 3 is heating up and most people are missing the bigger strategic picture. What just went down in Iran and why anthropic got blacklisted by the Pentagon.

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In this episode:

• US-Iran conflict as part of broader China decoupling strategy


• Pentagon vs Anthropic: The AI Patriot Act moment


• Why this administration is acting on wartime footing


• Bitcoin's surprisingly strong response to geopolitical chaos


• 10-year Treasury signals and what they mean for monetary policy


• Block's massive AI-driven layoffs and implications for the future

TIMESTAMPS:

00:00:00 - World War 3 is upon us

00:01:31 - Iran conflict through China strategy lens

00:06:06 - Energy as weapon against China

00:08:36 - Pentagon blacklists Anthropic: The AI power grab

00:11:24 - Sovereign is he who decides the model weights

00:13:44 - Pattern recognition: The AI Patriot Act moment

00:16:57 - Bitcoin's resilient weekend performance

00:19:39 - Ten year Treasury reaction signals trouble

00:22:52 - Block's AI layoffs: 40% workforce reduction

00:26:23 - Data centers overtake office construction

00:27:03 - High profit margins meet Bitcoin treasuries

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