AI Fatigue, Robinhood & Every Market Becoming Crypto | Weekly Roundup

Chapters

1. 00:00 Intro
2. 00:58 CLARITY’s Falling Odds
3. 04:54 Everything Trades Like Crypto
4. 08:53 AI Capex and Semiconductor Volatility
5. 12:47 The Death of Long-Term Investing
6. 18:19 Why Market-Neutral Funds Win
7. 20:09 Institutional AI Fatigue
8. 24:22 AI’s Token Economics Problem
9. 25:55 peaq Ad
10. 26:41 AI Token Costs and Model Routing
11. 30:37 Robinhood Chain’s Early Traction
12. 34:13 Prediction Markets Eclipse Crypto
13. 38:51 Ethereum L2 Activity Collapses
14. 45:49 Ondo’s Private Chain Bet
15. 52:18 Stablecoin Adoption and Crypto VC
16. 58:55 Content of the Week

Chapters come from the timestamps in the video description.