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

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.

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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

70% chance the conflict ends by April 30

https://polymarket.com/event/will-the-us-invade-iran-before-2027

30% chance!

17:50 Anthropic Releases Project Glasswing

https://x.com/AnthropicAI/status/2041578392852517128

https://red.anthropic.