Ten31 Timestamp: Liberty, Equality, Insolvency

<p>France's debt problem, Europe moving against Chinese exports, Iran under pressure, and the AI and quantum FUD hitting Bitcoin. Marty and John Arnold go through the week.</p>
<p>🔗 <a href="bitcoinproducts.com">https://bitcoinpr…;
<p>In this episode:</p>
<ul>
<li>France's fiscal situation and why short-term debt issuance is spreading</li>
<li>Europe pushes back on Chinese exports while the US pulls it closer</li>
<li>Iran's economy under sanctions and escalation risk after the Houthi strike</li>
<li>The Donroe Doctrine: Greenland, Iceland and Brazil's election</li>
<li>Treasury issuance, buybacks and the narrative around US economic data</li>
<li>OpenAI revenue numbers, AI math proofs and the quantum FUD aimed at Bitcoin</li>
</ul>
<p>TIMESTAMPS: </p>
<p>00:00:00 - Touching grass after a weekend of hardware wallet and AI news </p>
<p>00:01:00 - France's debt cycle and the Macron problem </p>
<p>00:02:30 - Short-term issuance and yields across Europe </p>
<p>00:04:58 - Europe moves to block Chinese exports </p>
<p>00:08:17 - Taiwan Strait naval exercises and the US-China meeting </p>
<p>00:09:48 - Iran's economy and the oil minister's exit </p>
<p>00:11:34 - Houthi strike on Saudi airport and escalation risk </p>
<p>00:13:41 - The Donroe Doctrine and the National Security Strategy </p>
<p>00:14:13 - Iceland, Greenland and Brazil's Bolsonaro surge </p>
<p>00:17:07 - US economic data and Treasury issuance </p>
<p>00:20:12 - Bessent's buybacks and the long end of the curve </p>
<p>00:21:26 - OpenAI's revenue run rate and the Anthropic comparison </p>
<p>00:23:39 - AI math proofs and the pace of model progress </p>
<p>00:26:36 - Quantum FUD, Justin Drake and Yehuda Lindell on elliptic curves </p>
<p>00:30:00 - Why Bitcoin researchers are working on new signature schemes </p>
<p>00:33:41 - Wrap-up and next week</p>
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