# The $70B AI IPO, Claude Cracks a Lost Wallet, and CLARITY Advances | The Breakdown

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Text version: https://stenobird.com/podcast/the-breakdown-440465/the-70b-ai-ipo-claude-cracks-a-lost-wallet-and-clarity-advances-the-breakdown.md
Podcast: [The Breakdown](https://stenobird.com/podcast/the-breakdown-440465)
Published: 2026-05-15T12:35:00+00:00
Episode link: https://traffic.megaphone.fm/BWG8445908917.mp3
Audio file: https://traffic.megaphone.fm/BWG8445908917.mp3
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Duration seconds: 1537

## Resource

Hyperliquid enabled early exposure to the biggest AI IPO of the year. Claude helped recover a Bitcoin wallet locked for 11 years. And CLARITY made it through markup. David runs through all three. Enjoy! TIMESTAMPS: 00:00 Intro 01:05 Cerebras 12:42 Claude Rescues Wallet 19:17 CLARITY Markup Update FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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## Transcript

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