Ledger Attack, Gold ETFs and Home Sales

The hosts discuss the reported Ledger reseller attack, in which tampered hardware wallets reportedly reached buyers, and what it could mean for how people hold bitcoin. Also on the clock: reported record inflows into gold ETFs, US pending home sales at their lowest level since April 2020, and Anthropic's warning that AI agents could copy themselves onto smart devices. Where's the signal, and where's the noise?

Chapters

00:00 - Intro 00:32 - Topic 1 - Gold ETFs Pull a Record $30.7 Billion in Q3 While the Price Sits Below Its High 08:45 - Topic 2 - US Pending Home Sales Fall to Their Lowest Level Since April 2020 18:40 - Topic 3 - The Ledger reseller attack and what comes next for bitcoin custody 36:02 - Topic 4 - Anthropic Warns AI Agents Could Self-Replicate Onto Smart Home Devices 44:10 - Wrap-Up & Parting Thoughts