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LATEST HIGHLIGHTS: Custody, Financial Services, and the Builders’ Stack, Episodes 104-110
This recap with co-hosts Lynne Bairstow and israel Munoz pulls seven recent conversations into one map of where the industry is actually going: financial services for long-term holders, custody that can survive real incidents, financial infrastructure, regulation that both constrains and professionalizes the market, and the convergence of energy with AI and Bitcoin. For founders and operators, the through-line is simple. The asset class is maturing. The companies that win fro
lynne532
4 days ago1 min read


LATEST EPISODE: 110 - The Singularity Stack: Energy, AI Agents & Bitcoin Settlement with Liam Nelson
Thinking is becoming a manufactured good. Liam Nelson of Early Riders walks through the Singularity Stack — the conversion chain from raw energy to compute, models, harnesses, agents, and final settlement, and why Bitcoin sits at the end of that stack. This is a builder-and-allocator conversation: energy bottlenecks, the economics of models vs. harnesses, agent-to-agent markets, and why technological deflation and hard money pull in opposite directions. If you allocate capita
lynne532
Sep 212 min read
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