The AI race isn’t just about models... it’s about who can afford the burn ARR ramps and capital intensity are setting the timeline now

Prediction markets jumped from 60% to 90% odds of CLARITY passing in 2026 "Somebody probably knows something" - Michael Anderson

Most of DeFi won’t make it, but the survivors will be massive. Connecting crypto capital pools to fixed income opportunities to lend to AI is key "The winners will be far larger than you can imagine and the valuation are pretty rock bottom today" - Vance Spencer

"Everything on crypto twitter feels existential." Latest from @oneshotpodbw on the CLARITY market structure bill with Rebecca Rettig! x.com/oneshotpodbw/s…

The SEC could roll out a crypto innovation exemption this year. Chair Atkins has been pushing the idea, with multiple SEC divisions already working on the rulemaking. “I would say we’ll probably see the innovation exemption by the end of the year.” - Rebecca Rettig

Institutions are deploying capital and building quietly in the background. ICE investing in Polymarket and OKX highlights the scale of capital entering crypto. “You don’t see it every day because they’re not interacting on crypto twitter.” - Michael Anderson

CFTC oversight of crypto spot markets would be a huge structural shift. Right now it has fraud and manipulation authority. This bill would create a full registration regime for exchanges like Coinbase. “It just creates a whole registration regime and gives the CFTC authority

Why are banks so worked up over stablecoin yield? Because they see a direct threat to deposits, particularly in community banks. “People feel like if they allow for rewards on stablecoins, it will erode bank deposits, particularly in community banks.” - Rebecca Rettig

Great insight and takes around our proposal on today's episode of Oneshot with Michael Anderson & Vance Spencer - check it out at the 24min mark.

The latest episode of Oneshot is out now. Oneshot is focused on exploring the convergence of crypto with AI, fintech, commodities, energy, and emerging tech. Hosted by Michael Anderson & Vance Spencer. Check it out below.

AI needs power. Bitcoin miners already have it. Grid-connected sites are now one of the hardest assets to secure, with new power access likely constrained for years

Native AI startups are hitting tens of millions in ARR and reaching multi-billion dollar valuations far earlier than traditional SaaS, because the growth curve is happening in months, not years

In a crypto market starved for macro positives, STRC looks like one of the strongest signals that momentum could return. “STRC is the most green shoot thing that I have seen in the last probably month or two.” - Michael Anderson

The next generation of software winners may look different not only in what they build, but in how efficiently they operate. “If you’re AI native as an organization, not just as a product, you’re going to have an advantage there as well.” - Michael Anderson