The BOOM ROOM by Arcanum Ventures

Elon Musk took the stand in Oakland this week to sue OpenAI, Sam Altman, Greg Brockman, and Microsoft for $130 billion — accusing them of stealing a charity he helped found in 2015. The same day, the Wall Street Journal reported OpenAI missed its own revenue targets and the CFO warned the company may not be able to pay its compute contracts. By the end of the week OpenAI had ended its exclusivity...

The Strait of Hormuz opened for 48 hours this week. Markets hit all-time highs. Then the US seized an Iranian cargo ship and Iran closed it again. Same week: Trump's Fed chair nominee told the Senate he won't be anyone's sock puppet — and still got blocked by his own party. SpaceX struck a deal giving it the right to buy the hottest coding tool in tech for $60 billion. Anthropic's...

While the geopolitical floor burns, the AI ceiling is reaching the stratosphere. In Episode 14, Sasha and Melo break down the fallout of the collapsed peace talks that sent oil surging 8.5% to $104.82.Plus, we cover the dark side of the boom: the federal lawsuit against xAI for methane pollution in Memphis, and the escalating violence as Sam Altman’s home becomes a target for "AI Doomers.&quo...

Ben Nadareski is the Co-Founder and CEO of Solstice Finance, an institutional-grade yield protocol built natively on Solana. Before founding Solstice, Ben led the first crypto-derivative trades with global banks as VP of Global Trading at Galaxy Digital, advanced strategic investments in digital assets as Director of M&A at SIX Digital Exchange, and helped expand blockchain adoption across Asi...

This week the world changed in ways most people haven't fully processed yet. A sovereign nation-state built a Bitcoin payment system to control one of the world's most critical oil shipping lanes. The US and Iran declared a ceasefire on Tuesday night and markets exploded. By Wednesday morning it was already contested, the Strait of Hormuz was still blocked, and JD Vance was flying to Pakis...

Sasha and Carmelo of Arcanum Ventures sit down with Ryan Haczynski, better known in the Web3 space as "Phunky."Ryan Haczynski spent 20 years as an IB educator before making one of the more unlikely pivots in Web3 -- from the classroom to blockchain infrastructure. Today he is Head of Protocol Partnerships at GlobalStake, an institutional-grade staking platform running bare metal infrastr...

This week: Anthropic wins a First Amendment case against the Pentagon, their most powerful AI model leaks before launch, Jensen Huang declares AGI is here, Oracle fires 30,000 people by email at 6am the same quarter they posted record profits, and humans head to the moon for the first time in 54 years. We also get into Google's quantum paper that just moved the timeline for cracking Bitcoin, t...

We just witnessed a complete macro regime change in 30 days. While the "Metaverse" is being quietly unplugged after a $73B loss, the physical world is being rebuilt. We cover NASA’s $20B Ignition plan for a permanent moon base, Elon Musk’s $20B "Terafab" semiconductor bet in Austin, and Peter Thiel’s $220M investment into an AI cow-collar startup valued at $2B.Timestamps:0:00 –...

The "Inference Inflection Point" has arrived, and it’s moving from our pockets to the stars. In Episode 10, Sasha and Melo break down the massive shifts at NVIDIA GTC 2026, where Jensen Huang projected a $1 trillion revenue boom and unveiled Vera Rubin Space-1—solar-powered AI compute modules designed for orbit. While SpaceX hits a 10,000-satellite milestone, they are already filing to l...

Welcome back to the BOOM ROOM Weekly Recap, where we break down the biggest stories shaping technology, markets, AI, crypto, and the startup world. This week’s episode covers a wild mix of macro shocks and technological breakthroughs. We discuss how the expanding Iran conflict rattled global markets and sent oil prices surging, why robotics partnerships like Neura Robotics and Qualcomm could accel...

The Strait of Hormuz is closed, oil is pushing $85, and OpenAI just raised more money than the GDP of several nations. Global markets, #AI, and #geopolitics all collided this week. In Episode 9 of the Arcanum Ventures Weekly Recap, Sasha and Carmelo break down one of the most chaotic weeks across technology, finance, and crypto.#openai just secured the largest private funding round in history, rai...

In this week’s Arcanum Ventures Recap, we break down the moment #AI officially entered its deployment era. The Pentagon issued an ultimatum to #Anthropic over its safety red lines. NVIDIA printed $68.1B in Q4 revenue and continues to carry the AI trade. Tesla is shifting Fremont toward Optimus robot production at scale. XPeng is pushing humanoids and flying cars into mass production. And frontier...

AI just ran into Hollywood. In this episode, we break down the escalating conflict between #Disney and ByteDance’s #seedance the legal pressure mounting around generative #artificialintelligence video tools, and what it means for the future of intellectual property. We explore:Why this copyright clash matters more than previous AI lawsuitsThe regulatory pressure is building in EuropeHow #OpenClaw...

Record-breaking layoffs meeting a desperate pivot to nuclear-powered scale. In Episode 5 of Weekly Recap, Sasha and Melo dive into the structural shift defining the Q1 2026 markets. While the U.S. labor market added 130,000 jobs, U.S. firms simultaneously announced 108,435 layoffs in January alone—a staggering 118% year-on-year increase. In the hardware wars, ByteDance is spending $22 billion on A...

In this fascinating Boom Room episode, Sasha and Carmelo of Arcanum Ventures sit down with Anna Mikeda, a pioneering psychologist and AI psychology engineer. With over a decade of experience blending Eastern mindfulness (meditation, qigong) with Western therapy, Anna is now at the forefront of designing emotionally intelligent AI at Glass Umbrella and formerly at SophiaVerse. Anna dives deep into...

The week when everything broke at once. Markets whiplashed on Fed uncertainty, Trump’s new chair nominee, and a historic flush across gold, silver, and crypto. At the same time, Elon quietly stitched together a trillion dollar space and AI empire, and Washington walked straight into a fight over Nvidia chips, the UAE, and presidential conflicts of interest. In this Weekly Recap, Sasha and Carmelo...

The Doomsday Clock is ticking, and the markets are rotating into "Hard Truths."In Episode 3 of Weekly Recap, Sasha and Carmelo break down a week where Gold smashed a historic $5,296/oz and the "Clarity Act" face-off between Brian Armstrong and the US Senate reached a breaking point. We dive into the Clawdbot/Moltbot firestorm—why local, agentic AI is terrifying the establishment—and analyze Micros...

2025 was the year of the experiment. 2026 is the year of the endpoint. In this definitive Arcanum Ventures 2026 Thesis, Sasha and Carmelo break down the high-conviction narratives that are moving from "speculative" to "mission-critical."We’re moving past the "Real Estate tokenization" pipe dreams of 2025 and into the era of Specialized Tokenized Instruments (like insu...

This week, power escalated. From Greenland becoming a geopolitical flashpoint to AI chip supply chains under threat, ads entering ChatGPT, and the race to control compute and infrastructure, Episode 2 of our Weekly Recap breaks down how geopolitics, AI, and markets are colliding faster than most people realize. We cover:- NVIDIA H200 supply disruptions and AI hardware risk- OpenAI testing ads and...

The world of #finance, #tech, and #investing just had its most chaotic week of 2026 so far. From Jerome Powell claiming political intimidation from the #trump administration to #Google essentially "buying" the future of #Apple Intelligence, Sasha and Carmelo break down the signals amidst the noise in the debut of our new series: The Weekly Recap. In this episode, we dive into why the Russell 2000...

In this Boom Room episode, Sasha and Carmelo of Arcanum Ventures speak with Zack Shapiro, Managing Partner at Rains Law and Head of Policy at the Bitcoin Policy Institute (BPI). Zack, a Yale Law Alumnus, brings a rare blend of deep legal expertise and technical understanding of crypto to the forefront of the regulation debate. We tackle the seismic shifts in the US regulatory environment, discussi...

Mitchell Amador has spent the last 6 years on the front line of crypto security. As founder and CEO of Immunefi, he has helped secure more than 100 billion dollars of #digitalassets, prevented over 25 billion dollars in hacks, and enabled white hat hackers to earn more than $116 million in rewards. In this Boom Room interview, Mitchell joins Sasha and Carmelo from Arcanum Ventures to unpack how c#...

In this deep-dive Boom Room interview, we sit down with Jeffrey Tchui , Vice President and APAC Head of Ecosystem at the Hedera Foundation . Hedera is the enterprise-grade public distributed ledger, powered by the unique hashgraph consensus and governed by a rotating council of global giants like Google, IBM, and Dell. Jeff provides a builder's pitch on Hedera, explaining its evolution since 2017...

In this episode of the Boom Room by Arcanum Ventures, we sit down with Jeff Cafolla , founder of Earn Network , to unpack the state of DeFi yield infrastructure and the gap between what’s promised and what’s actually delivered. Jeff shares his crypto origin story, lessons learned through cycles, and why most DeFi products never reach sustainability. We explore how liquidity actually moves in crypt...

In this thought-provoking Boom Room episode, Sasha and Carmelo of Arcanum Ventures welcome Mohamed Ezeldin, Head of Tokenomics at Animoca Brands and President of Open Campus. Dive into the mind of a mathematician turned economist who has been a driving force behind token strategies for giants like ApeCoin ($APE) and Open Campus ($EDU).Mo breaks down the elusive yet critical practice of tokenomics,...