BTC$81,3513.18%
GOLD$4,0612.15%
S&P 5007,6571.29%
US 10Y4.99%2.95%
DXY101.70.12%
IBIT$46.033.79%
FBTC$70.743.72%
GBTC$62.833.67%
BITB$44.133.69%
ARKB$26.993.61%
Signal vs. Noise

Gold's Trillion-Dollar Selloff and Bitcoin

Sep 30, 2026

Jackson Mikalic, Michael Tanguma, Liam Nelson and Brian Cubellis put six minutes on the clock for each story: reports that OpenAI shelved GPT-6.1 Astra as Anthropic filed for its IPO, gold and silver shedding over a trillion dollars in a day as the 10-year yield hit a 19-year high, Apollo's Torsten Slok on whether AI agents could trigger a bank run, and Ari Paul's public comments about Coinbase. The hosts also compare gold's long run with bitcoin, and a lightning round covers the reported Bitget hack and Morgan Stanley's digital asset lab.

Chapters

00:00 - Intro 00:25 - Topic 1 - Reported OpenAI Astra Delay and Anthropic's IPO Filing 08:43 - Topic 2 - Gold and Silver Sell Off as the 10-Year Yield Hits a 19-Year High 16:28 - Topic 3 - Apollo's Torsten Slok Asks If AI Agents Could Trigger a Bank Run 23:27 - Topic 4 - The Hosts On Ari Paul's Coinbase Comments 32:26 - Wrap-Up & Lightning Round: The Reported Bitget Hack and Morgan Stanley's Digital Asset Lab

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