Betting, Building, and Booming: CFTC Crackdowns, BTC's Breakout, and the New Unicorn Wave

In this episode, we break down a whirlwind week across crypto, tech, and venture markets. We unpack Bitcoin's renewed rally into the 70s and explore how geopolitical tensions, hash‑rate swings, and macro narratives are driving price action. Then we dive into the CFTC's latest push to regulate prediction markets, and what it means for platforms like Polymarket and Kalshi as "gambling" and "forecasting" continue to blur. The conversation shifts to the so‑called "SaaS‑pocalypse" and whether the doom narrative holds up in a world where AI-native companies are generating 10× more revenue per employee. Finally, we spotlight the nearly 40 new unicorns minted this year, with AI dominating the list, and discuss what this potentially says about where capital, innovation, and excitement are flowing in 2026.

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This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.