AI Risks in DeFi, the Rise of Prediction Markets, and Bitcoin’s Critical Test

We connect the week’s biggest macro and crypto stories, from Iran-driven oil volatility and the equities earnings backdrop to bitcoin’s increasingly important test near $80K. We discuss why rising spot ETF inflows and tighter float have made BTC’s rebound more meaningful, but not yet a confirmed regime shift, and why the short-term holder cost basis remains the key level to watch. We also examine the fallout from the Kelp DAO exploit, how AI may increase risk in DeFi, and why prediction markets have evolved from a niche crypto product into a multi-billion-dollar industry driven by sports, geopolitics, and changing user behavior. Main sections: (04:31 - 12:21) The macro setup (12:21 - 20:25) Bitcoin’s rebound and key levels (20:43 - 27:36) DeFi’s security problem and Mythos AI Implications (27:36 - 34:38) Prediction markets Speakers David Duong, CFA - Global Head of Investment Research (X: https://x.com/DavidDuong) Colin Basco - Research Associate (X: https://x.com/colin_basco) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.