ROUNDUP: The Stock Market Is Lying to You

The Dow just hit an all-time high. Michael Burry is shorting AI. Capital is rotating out of tech at the fastest pace since March. Carmelo and Sasha break down the disconnect between what markets are saying and what the economy is actually doing, plus the biggest stories across AI, robotics, crypto, and venture this week Simultaneously, China’s Unitree Robotics secured green-light approval for a massive $619M Shanghai STAR Market IPO, signaling a massive pivot to move physical AI out of laboratory demos and directly onto the factory floor. Meanwhile, 140 firms, including Visa, Stripe, Mastercard, BlackRock, Google, and Shopify, unveiled Open USD (OUSD). Unlike legacy incumbents ($USDT and $USDC), which hoard the yield generated by their underlying reserves, OUSD will redistribute reserve revenues directly back to its enterprise partners. Timestamps: 00:00 – Intro 01:40 – The Iran Ceasefire Is Dead 05:09 – Dow Cracks 53,000 for the First Time 10:26 – The Big Money Is Quietly Leaving Big Tech 14:28 – Anthropic Wants Its Own Chip 19:13 – Chipmakers to the White House 22:20 – Unitree Just Got the Green Light to Go Public 25:07 – OpenAI's Wild Pitch 30:09 – OpenAI Delays Its Most Powerful Model 33:04 – The White House Is About to Set the Rules for Frontier AI 36:37 – Microsoft Frontier Company 39:56 – Midjourney's Legal Judo 44:41 – 140 Giants Declared War on Tether and Circle 48:07 – Everybody Wants a Stablecoin Now 50:51 – Legally Stealing $20 Million From a Memecoin 55:47 – Strategy Sells Bitcoin for the First Time in Years 59:54 – Biggest Fundraise of the Week 1:03:12 – Outro -------------------------------------------------------------------------------------------------------------------------------------------------------------- 📍Useful Links for Arcanum Ventures: 👉 Arcanum Venture Website: https://www.arcanum.ventures/ 👉 Arcanum Media Center: https://www.arcanum.ventures/media-center/ 👉 Arcanum Linktree: https://linktr.ee/arcanumventures 👉 Arcanum Ventures X: x.com/ArcanumVentures 👉 Arcanum Ventures LinkedIn: https://www.linkedin.com/company/arcanum-ventures/ 👉 Arcanum Telegram Community: https://t.me/Arcanumventures 👉 Arcanum Telegram Announcements: https://t.me/ArcanumVenturesOfficial 👉 Arcanum Instagram: https://t.me/Arcanumventures 👉 Arcanum TikTok: https://www.arcanum.ventures/ 👉 Arcanum Reddit: https://www.reddit.com/r/ArcanumVentures/ 👉 Work With Us: https://www.arcanum.ventures/workwithusform/ 👉 Arcanum Spotify: https://open.spotify.com/show/40tReh4cuLioFiBI3VJo7N?si=2ac7e96b6d004509 -------------------------------------------------------------------------------------------------------------------------------------------------------------- 📍Disclaimer: Arcanum Ventures is not currently invested in or advising with any of the mentioned companies. The context of this content is merely meant to provide discussion and insight to viewers interested in the startups, tech, AI, and web3 industries. This video was created to serve as an educational aid, and nothing in the video constitutes any financial advice. Do your own research and invest wisely!