Good now revolutionaries—Evan, Will, and Alex are all back in the studio for the first time in nearly a month, and it's a heavy news weekend to unpack. The headline: a US-Iran peace deal is reportedly close to signing on Friday with a 60-day ceasefire extension, the Strait of Hormuz reopening, and a complete stop to military engagement. Will's frame: the oil chart called this two weeks ago — kept failing to hold resistance through the worst of the escalation headlines, telling you the conflict was winding down before the diplomats admitted it. "I have confidence in the war ending because I have confidence in the market."

Plus: Blockworks acquired Masari for roughly $10M — Will's read is that founder Ryan Selkis torpedoed his own brand on the timeline and that's why the company sold. Anthropic gets hit with a US government export control on Mythos V + Fable V models (KYC required for foreign nationals) — Alex's take: the government is trying to prop up OpenAI because Anthropic keeps spanking them at every benchmark. Paradigm bought the unsolved Kryptos sculpture cipher from artist Jim Sanborn — even the NSA hasn't cracked it. Helios Foundation acquired Light Protocol — Solana is marching toward privacy.

On the macro side: SpaceX IPO made Elon Musk the world's first trillionaire on paper. The wealth-transfer mechanism (NASDAQ forced inclusion, gajillions of retirement accounts shoehorned in) lets early employees finally realize equity — but at the cost of forced retail exposure. Starlink is 60% of SpaceX revenue and the only profitable piece. SpaceX itself lost $4.9B last year on $18.7B in revenue. Saylor added another $100M in Bitcoin. Tom Lee raising another $300M for ETH.

Will's Keeta (KTA) review walks through the textbook scam-warning signs: layer-1 compliance-ready talk track, KYC baked in, $9M earmarked for buying a bank (the purchase hasn't gone through), Abu Dhabi + Ask Financial Group backing connecting to Arab Coin + Islam Coin (companies that have done predatory faith-targeted projects before). Plus a Velvet Protocol / Aerodrome 92,000% APY pool teardown — the numbers don't make sense, it presents as ponzi-farm.

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