# Oneshot: Market Uncertainty, AI Valuations, and Crypto’s Path Forward | Roundup Page: https://stenobird.com/podcast/bell-curve-5648950/oneshot-market-uncertainty-ai-valuations-and-crypto-s-path-forward-roundup Text version: https://stenobird.com/podcast/bell-curve-5648950/oneshot-market-uncertainty-ai-valuations-and-crypto-s-path-forward-roundup.md Podcast: [Bell Curve](https://stenobird.com/podcast/bell-curve-5648950) Published: 2026-03-13T19:00:00+00:00 Episode link: https://traffic.megaphone.fm/BWG8312665530.mp3 Audio file: https://traffic.megaphone.fm/BWG8312665530.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/bell-curve-5648950/episodes/oneshot-market-uncertainty-ai-valuations-and-crypto-s-path-forward-roundup Duration seconds: 3071 ## Resource This week, Michael and Vance sat down to discuss the state of the market, private-versus-public valuation gaps in AI and venture markets, a proposal to convert the Across token to equity, Strategy’s STRC product, potential crypto recovery narratives, and the role of bitcoin miners in AI data center infrastructure. Enjoy! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti Subscribe on Apple: https://bit.ly/4aJwHen Subscribe on Spotify: https://bit.ly/4rZkkSt —- Timestamps (00:00) Introduction (01:01) Market Outlook (24:12) The Across Token to Equity Proposal (27:20) Strategy’s STRC (35:10) Positive Narratives For Crypto (38:54) Data Centers & Bitcoin Mining (48:10) Closing Comments —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/bell-curve-5648950/episodes/oneshot-market-uncertainty-ai-valuations-and-crypto-s-path-forward-roundup/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/bell-curve-5648950/oneshot-market-uncertainty-ai-valuations-and-crypto-s-path-forward-roundup.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.