ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Bankless

Tech News, Technology, News

4.7 • 1.2K Ratings

🗓️ 10 April 2026

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer. David and Haseeb break down Anthropic’s secretive new AI model and why it could expose vulnerabilities across crypto, from smart contracts to core blockchain infrastructure, plus the growing divide around “Q-Day” and how urgent the quantum threat really is. They also unpack Iran’s unexpected use of Bitcoin in global trade, the White House’s stance on stablecoin yields, and why the market feels stable on the surface while bigger risks continue to build. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS & RESOURCES 0:00 Intro 1:56 Ceasefire in Iran https://images.wsj.net/im-97657631 https://x.com/KobeissiLetter/status/2041728989119529307 https://x.com/WatcherGuru/status/2041867478033195336 15:43 Two Polymarkets of Relevance https://polymarket.com/event/iran-x-israelus-conflict-ends-by/?via=bankless? 70% chance the conflict ends by April 30 https://polymarket.com/event/will-the-us-invade-iran-before-2027/?via=bankless? 30% chance! 17:50 Anthropic Releases Project Glasswing https://x.com/AnthropicAI/status/2041578392852517128 https://red.anthropic.com/2026/mythos-preview/ https://x.com/DarioAmodei/status/2041580338426585171 https://x.com/hosseeb/status/2041579488224657581 https://x.com/kevinsxu/status/2042065892658258357 https://x.com/nic_carter/status/2041256570462326843 48:49 Satoshi is Adam Back? 57:44 The White House Weighs in on the Stablecoin Yield Debate https://www.whitehouse.gov/research/2026/04/effects-of-stablecoin-yield-prohibition-on-bank-lending/ 1:02:04 $MON trading above ICO price! https://www.coingecko.com/en/coins/monad 1:05:47 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcript

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0:00.0	Bankless Nation, welcome to the Friday weekly.
0:06.1	Roll up is the second week of April.
0:07.6	Ryan Todd Adams is out on vacation, so we're tapping in Haseeb to cover for him, Haseeb.
0:12.2	Welcome back to the show.
0:13.2	Always a pleasure to have you.
0:14.7	Thanks for having me, man.
0:15.7	Good to be here.
0:16.7	Got some juicy topics that I want you to get your perspective on Haseeb.
0:19.6	We got a shaky ceasefire in Iran
0:21.8	giving us a market giving the markets a relief rally. Negotiations start Friday. That's tomorrow
0:26.9	for us, but today for the listeners. And there's a lot of daylight between the two sides coming
0:32.2	to negotiate. So we're going to see what happens there. Meanwhile, we're going to talk about as well.
0:35.8	The anthropic release of the
0:37.7	world's most powerful model, a model so powerful that they're keeping it behind closed doors,
0:42.5	and only select companies get private access to it to harden their security before the rest
0:47.3	of the world gets it. Q-Day is dividing the crypto industry while some are preparing others
0:51.9	are saying, don't look up. And the White House
0:54.2	weighs in on the stable coin debate, which side did they choose? Before we get in, Haseeb,
0:59.7	just kind of vibe check. How are we feeling about crypto? How are we feeling about the markets?
1:03.3	What is, what's top of mind for you lately? I'm feeling pretty good. It feels like the market is kind of
1:09.4	getting its sea legs. I think that the depth of bearishness that we saw like in the first couple months of the year feels like it's stabilizing a little bit. People are kind of saying, okay, we're probably going to be okay. We're going to be here for a while. There's a lot of work to do as an industry. But it feels like people are more forward-looking now.
1:30.8	Like talking about things like quantum, I feel like, okay, how do we solve this problem as opposed to, oh, my God, this guy is falling?
	...

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