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Signal vs Noise: Jackson Mikalic, Brian Cubellis, and Liam Nelson - joined by guest co-host Cam
Stromme, filling in for Michael Tanguma - put four stories on the shot clock. Coldcard's $130 million
disaster was supposed to be a one-off. The panel makes the case it's the opening move in a much bigger
reckoning: AI models are now finding vulnerabilities across software faster than humans ever did, and
nobody knows yet what else gets found. They also break down OpenAI's Astra solving 10 decade-old math
problems, the US and Japan's yen intervention, and Iran's on-again Strait of Hormuz deal. Where's the
signal, and where's the noise?
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🎙️ About The Show
Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.
🧠 Chapters
00:53 - Topic 1 - Coldcard's AI-Found Bug Ignites Bitcoin's Custody War
09:05 - Topic 2 - OpenAI's Astra Solves a Decade of Unsolved Math
15:42 - Topic 3 - Iran's Strait of Hormuz Deal That Isn't
21:28 - Topic 4 - US and Japan Intervene to Prop Up the Yen
26:59 - Lightning Round & Parting Thoughts
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