Weekly intelligence
This Week in Podcasts
Last updated Apr 3, 2026
Fresh Signals
One standout idea per recent episode first, selected for variety across shows.
bullish$NVDA
“I've always maintained NVIDIA is like is is Apple. Like, they are so similar.” — Ben
Sharp Tech with Ben Thompson·Five Questions on Apple at 50 Years Old, The Axios Hack and AI Security, Q&A on Starlink, AI IPOs, AirPods·Apr 3·2 more ideas in this episode
bullish$ETH
“I think my book is for Ethereum still lies on two things. Think mainly one is the rural asset side. Like it's kind of clear that assets are coming on chain and Ethereum's still like the main venue for that.” — Xavier
Bell Curve·The Bull & Bear Cases For Ethereum | Roundup·Apr 3
bearish$QQQ
“this is the ratio between the two. And we're we're at a low where in 2000, we saw, you know, the tech bubble burst and then the Dow transports took off” — Tyler
Forward Guidance·Market Structure is Distorting Reality as Inflation Builds | Weekly Roundup·Apr 3·4 more ideas in this episode
bullish$STABLES
“The most successful use case of blockchain so far, I would argue, is stablecoins.” — Ryne
Unchained·DEX in the City: Why the Prediction Market Bans Could Just Be Beginning·Apr 3
bearish$BTC
“So that means on that date, when someone has and it could be Dolev, like, has a a quantum computer of that scale. They could recover a private key from a public key on Bitcoin, Ethereum, or other networks. That would...” — Alex
Unchained·Quantum Computing Got 20x Closer. It Threatens A Third of All Bitcoin·Apr 3·1 more idea in this episode
bearish$CALIFORNIA
“And that's why Chevron moved out of California, and Tesla moved out of California, and In N Out Burger moved out of California. We moved out. We moved out of California. Companies, but we're people. We might as well be...” — Joe
The Joe Rogan Experience·#2478 - Theo Von·Apr 2
bullish$POWER
“To put what that means into perspective, that would be like adding another top 10 consuming country to the mix. It would basically be the number six or so on the list of countries consuming power.” — Brian
Goldman Sachs Exchanges·AI Exchanges: Power Problems?·Apr 2·1 more idea in this episode
bearish$SOCIALMED
“there's probably one human sitting somewhere and sending out 10 thousands or 100 thousands of AIs. And there's this catch up game where Twitter and X are trying to just find them and block probably millions a day of...” — Alex
The a16z Show·Alex Blania on Proof of Human and Building World's Identity Network·Apr 2
bearish$SPY
“But basically since the January, our traders have been extremely net long oil, net long gold, and lightly short S and P, which is a stagflation trade.” — Kaledora
1000X·Why Perps Are Taking Over | Kaledora Kiernan-Linn·Apr 2·2 more ideas in this episode
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