Midterm Tsunami, Equity Perps + Uncensored Ai - The Chopping Block

Haseeb is back after two weeks away. The hosts break down the midterm blue tsunami and how prediction markets called it, what a 2:1 pro-crypto Congress means with Trump corruption on the agenda, the CFTC clearing single-stock perps and Cboe and Citadel suing within hours, Anthropic's S-1 update and the data center backlash, and a think tank's push to regulate abliterated AI models. 👉 https://unchainedcrypto.com/the-chopping-block-the-midterm-mega-tsunami-a16z-goes-frontier-the-cftc-clears-equity-perps-and-the-fight-over-abliterated-ai-models 👈 Show highlights 🔹 Haseeb is back after two weeks of Rob Hadick in his seat. 🔹 a16z Crypto is now a16z Frontier. Robert says when Paradigm tried the same thing in 2023, Twitter bullied it right back to crypto. 🔹 The midterms were a blue mega tsunami, and Polymarket had 99% on total control of Congress by 7 PM. 🔹 Robert says the polls underweighted the Democrats yet again, and the markets underpriced the wave because they tracked the polls. 🔹 Robert's one test for Trump on crypto: did he make America the crypto capital of the world? His answer: not really. 🔹 Haseeb runs the Stand With Crypto numbers: the new Congress is roughly 2:1 pro-crypto in both the House and the Senate. 🔹 Robert expects a pragmatic, moderate Congress, and close to zero chance of any crypto legislation in the next two years. 🔹 Tarun loves that Robert thinks Donald Trump believes in mean reversion. 🔹 Robert declares the show done talking about DC for two years. It lasts about a minute. 🔹 The CFTC clears single-stock perps, Cboe and Citadel sue within hours, and Tarun can't see why a market maker would turn down free volume. 🔹 Anthropic's S-1 update shows $17 billion in Q3 revenue and adds recursive self-improvement as a risk factor. 🔹 Robert explains why hedge funds think fewer new data centers is good for the frontier labs, and Tom says they bought all the chickens. 🔹 Tarun says the non-US compute build-out has 100X'd in two weeks. 🔹 Robert proposes renaming the show The Chipping Block. 🔹 FAI calls abliterated AI models a threat. Haseeb says security researchers depend on them, and banning them is prior restraint. 🔹 Tom went as Claude Hansen for Halloween, and Claude refused to write the prop. Hosts ⭐️Haseeb Qureshi, Managing Partner at Dragonfly ⭐️Tom Schmidt, General Partner at Dragonfly ⭐️Tarun Chitra, Managing Partner at Robot Ventures ⭐️Robert Leshner, Founder & CEO of Superstate Timestamps 00:00 Intro 02:51 a16z Goes Frontier 05:42 The Midterm Mega Tsunami 15:39 Crypto's New Congress 29:10 CFTC Clears Equity Perps 34:14 Anthropic's S-1 Update 35:35 Data Centers Go Blue 43:44 The Abliteration Threat ======================================================================== #bitcoin #ethereum #crypto #cryptocurrencies ======================================================================== Subscribe to our channel! Website → https://unchainedcrypto.com Unchained Daily Newsletter (FREE!)→ https://unchainedcrypto.beehiiv.com/subscribe/ Unchained X → https://x.com/unchained_pod Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 Unchained: Your no-hype resource for all things crypto!