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Ten31 Timestamp: Revenge of the Nerds

Trump tells the AI labs to quit “pacing the frontier” and go full speed ahead against China, while Bitcoin claws back above its 50 week moving average despite a mountain of bearish headlines.

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In this episode:

– Why the sudden AI “slowdown” panic looks like a coordinated op

– Trump’s blunt response to Sam Altman, Elon Musk, and the frontier labs

– What Latham & Watkins ditching OpenAI and Anthropic signals for enterprise

– The energy proxy war with China driving diesel to record highs

– The Fed hikes rates again as the ten year flirts with 5%

– Why Bitcoin ripping above its 50 week moving average matters

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TIMESTAMPS:

00:00:00 – Bitcoin nearing a green year for 2026

00:01:31 – Sam Altman, Elon Musk, and Anthropic call for an AI pause

00:06:56 – OpenAI’s secondary market sale signals trouble

00:07:17 – Latham & Watkins drops OpenAI and Anthropic over IP fears

00:09:55 – Anthropic’s automated bio lab raises Skynet questions

00:12:05 – Trump tells the labs to stop being scared nerds

00:16:29 – Strait of Hormuz oil flows and the US-China proxy war

00:19:36 – Diesel prices hit all-time highs

00:22:10 – Atlanta Fed’s 5.1% Q3 GDP estimate

00:22:53 – Kevin Warsh’s Fed hikes rates again

00:25:20 – Ten year yield flirts with 5%

00:29:08 – Lindsey Graham’s Russia sanctions bill

00:29:52 – The US-Denmark-Greenland security deal

00:31:49 – China’s rare earth stranglehold on samarium

00:33:24 – The Clarity Act fails in the Senate

00:33:54 – The ARMOR bill clears a House committee

00:35:30 – Bitcoin breaks above its 50 week moving average

00:36:49 – Sam Lyman on crypto regulation’s momentum

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