The BOOM ROOM by Arcanum Ventures

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 ma...

The Department of Energy just committed to delivering the world's first fault-tolerant quantum computer by 2028. The talent gap makes the timeline almost impossible. Carmelo and Sasha break down what it means and why quantum is suddenly a national priority. Also covered: US-Iran ceasefire collapses after nine days, Strait of Hormuz toll standoff, Supreme Court blocks Trump's Fed firing 5-4, Europe...

The global AI chip market just faced its first violent divergence. While South Korea’s KOSPI index suffered a brutal 10% single-day crash on fears of peak semiconductor demand, Micron smashed historic records, printing a 346% revenue increase that completely flipped the script. OpenAI and Broadcom officially unveiled "Jalapeño," a proprietary ASIC designed from scratch in just nine months with the...

Global macro frameworks are shattering. This week, an unexpected US-Iran peace deal triggers a 5% drop in oil. Meanwhile, tech is moving at a blistering speed: SpaceX went public, jumped 56%, and immediately scooped up Cursor for $60B.But the biggest shockwave? The US government forcibly shutting down Anthropic’s newly released Claude Fable 5 just three days after launch. Timestamps:00:00 – Intro0...

The Iran war escalated again overnight. The US struck Iranian military and surveillance sites for the second consecutive night, in response to a downed American helicopter in the Gulf days earlier. Iran fired back at US bases in Kuwait, Bahrain, and Jordan with 12 ballistic missiles. Iran now says any vessel approaching the Strait of Hormuz is cooperating with the enemy. CENTCOM says the Strait is...

Episode 36 of the BOOM ROOM is here with special guest Peter Voss of AIGO.ai. Peter Voss co-coined the term AGI in 2001. He has spent over 20 years building toward it. And his assessment of where the industry is today is blunt: virtually nobody working on AI is actually working on AGI, and the math makes that impossible to ignore. Your brain runs on 20 watts. The largest AI data centers consume 20...

The market can stay irrational longer than you can stay solvent, but it cannot override the laws of physics or thermodynamics. If you are treating the modern macroeconomic landscape as separate isolated verticals, geopolitics here, AI capital expenditures there, energy infrastructure over there, your portfolio is highly exposed. Iran targeted US bases in Kuwait and Bahrain and a vessel near the St...

In Episode 20 of the Weekly Recap, Sasha and Melo break down a hyper-volatile week across macro finance, geopolitics, and frontier technology. We kick off with a historic changing of the guard as Kevin Warsh is officially sworn in as Fed Chair by Supreme Court Justice Clarence Thomas in the White House East Room—the first time this has happened since Alan Greenspan in 1987.Meanwhile, hardware and...

For decades, the best-yielding assets were reserved for institutions, accredited investors, and high-net-worth individuals. Retail investors were locked out. Tokenized real world assets are changing that and NexStox is building the platform to make it happen. Cathal Donnellan, President of NexStox, joins Carmelo and Sasha to break down why the RWA market is set to explode, why Southeast Asia is le...

The next phase of the AI boom isn’t an algorithmic problem. It’s a physical infrastructure crisis. While a massive 71% of Americans oppose local data centers due to grid strains and extreme environmental footprints, China has fully commercialised a $226 million, offshore wind-powered underwater data center off Shanghai. The physical and digital worlds are colliding violently. Weekly roundup with C...

The global power map is being redrawn in Beijing. In Episode 18, Sasha and Melo break down Trump’s high-stakes arrival in China alongside Elon Musk, Jensen Huang, and Larry Fink. Plus, we cover the explosive updates from the Musk vs. Altman trial, where Sam Altman alleges Elon wanted 90% of OpenAI and a hereditary line of control. Trump arrived in Beijing this week with 17 corporate executives for...

This week Elon Musk gave Anthropic access to his Colossus 1 supercomputer in Memphis — 300 megawatts of compute capacity and over 220,000 Nvidia GPUs. The same man who called Anthropic a company that "hates Western civilization" in February. The same supercomputer built to power Grok, his direct competitor to Claude. Iran struck an Amazon data center this week — the first time a major US...

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...