Microsoft Tests China’s Kimi K3 for Potential $600M Savings

In this episode, we discuss Microsoft testing Kimi K3 and deploying AMD Helios, Robinhood Chain and StonkBrokers, and the expanding Iran tanker conflict.0:00:00 Introduction0:00:39 Crypto Headlines and Web3 Roundup0:05:03 London Stock Exchange Plans Overnight Trading0:08:38 Thunder, Lockheed and Defense Tech Marketing0:11:46 IREN Signs $2.8B in AI Contracts0:15:14 Clarity Act Lifts Crypto Markets0:18:32 Oil, War and Strange Market Correlations0:21:33 Is Crypto Decoupling From War?0:25:44 Gacha, Pokémon and New Market Metas0:29:43 Robinhood Chain and StonkBrokers0:33:14 StonkBrokers’ RWA Yield Model0:38:19 HOOD’s $160 Target and Prediction Market Risk0:43:04 Microsoft Tests Kimi K3 and Deploys AMD Helios0:47:40 Microsoft as the AI Aggregator Trade0:50:53 Kimi Security, Guardrails and US AI Policy0:54:38 AI Compute Demand and the Memory Trade0:59:21 Iran Tanker Attack and Two-Chokepoint RiskThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.