ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic
Published: February 27, 2026
Duration: 1:03:10
February ends with peak FUD. Ryan and David unpack why crypto is stuck in historic “Extreme Fear” even without a major blowup, and why markets feel like they’ve entered an uncertainty bubble. They break down the Supreme Court striking Trump’s tariffs, Trump immediately finding new legal doors to bring them back, and the looming $150B+ refund fight. Then the “Citrini Crash”: AI doomer scenarios going viral, spooking stocks, and leaving investors terrified that AI will be either not good enough or far too good. Plus: fresh allegations that Jane Street helped accelerate Terra’s collapse, Meta’s stablecoin reboo...