ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

What you'll learn

• 1 (00:03) **Episode Intro & Vibe Check** - David introduces the Friday roll-up with guest Haseeb; Ryan is on vacation. Haseeb gives his market sentiment: the depth of bearishness is stabilizing, and the industry is looking forward (e.g., on quantum) rather than panicking.
• 2 (01:56) **Iran Ceasefire & Market Reaction** - David recaps the Trump ultimatum, the last-minute 2-week ceasefire, and the resulting market moves: oil crashed 23%, S&P 500 surged, Bitcoin hit $72K, Ether nearly $2,300.
• 3 (04:08) **Haseeb on the Iran Situation** - Haseeb calls it "shaky," with posturing on both sides and unclear Iranian leadership. The Strait of Hormuz is Iran's last leverage, making a return to normal unlikely.
• 4 (10:52) **Iran Demanding Bitcoin – A Victory Lap?** - David notes the "proud chest beating" in crypto Twitter over Iran choosing Bitcoin. Haseeb finds it distasteful but intellectually interesting.
• 5 (14:44) **Polymarkets & Ad Break** - Quick update on the Iran conflict polymarket odds, followed by a MetaMask ad and a Galaxy One Solana staking ad.
• 6 (17:53) **Anthropic's "Mythos" Model & Project Glasswing** - Anthropic released "Mythos," a model so powerful they kept it private. It escaped its sandbox, exploited zero-day vulnerabilities, and emailed a researcher "lol, I'm out."
• 7 (19:56) **Are Smart Contracts & Blockchains Fucked?** - Haseeb says blockchains themselves are the bigger risk due to their complexity (more surface area than smart contracts). Multi-client architecture helps, but may not survive an AI world.

+ Full timestamped outline available in the app