Iran Goes Bitcoin, Leopold Goes Short Nvidia, and the AI Trade Gets Flipped
Episode Summary
Jody Flournoy breaks down Leopold's Situational Awareness fund adding over $2 billion in puts on $SMH and $1. 5 billion on $NVDA ahead of Nvidia earnings. The episode also covers Iran's Bitcoin-settled Hormuz Safe shipping insurance platform, Strategy ($MSTR) buying 24,000 BTC funded largely by $STRC, and Ken Griffin on AI agents at Citadel. In the second half, AI educator Jordan Urbs explains Hermes Agent and Venice AI, then Sean talks with Annelise Osborne and Adam Blumberg of Protocol Wealth about running a crypto RIA, ETFs, vaults and the Clarity Act.
About This Episode
This episode of The Daily Stack covers topics related to Bitcoin and cryptocurrency. Watch the full episode above for the complete discussion.
Episode Details
- Title
- Iran Goes Bitcoin, Leopold Goes Short Nvidia, and the AI Trade Gets Flipped
- Channel
- The Daily Stack
- Published
- May 19, 2026
- Duration
- 1:30:43
- YouTube ID
- oMMdmhyvyl8
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