This week, Jordi and G3 welcome Sultan Meghji back to the podcast. As long-time listeners know, when Sultan is the guest, green marbles start flying everywhere.

This episode continues in that tradition, but it focuses narrowly on cybersecurity, as Jordi and Sultan believe that cybersecurity isn’t getting the attention it deserves by the markets. In fact, while generative AI may have been the key factor driving the equity markets higher last year, 2024 is a new ball game. And cybersecurity – not LLMs – could represent the dominant narrative this year. But according to Jordi, the best way to participate in the “cyber surge” is through Bitcoin.

Please check important disclosures at the end of the episode.

Timestamps:

• What is Jordi’s point of view on the national threat posed by TikTok? [9:12]
• How confident is Sultan on the U.S. possessing superior abilities to defend against cyber attacks? [21:46]
• Is the strong market performance of leading cybersecurity names a reflection of a growing concern of a cyber attack? [25:14]
• What is the role of decentralization, blockchain, and crypto in combatting cyber attacks? [34:05]
• What advice does Sultan offer on how to prevent being hacked? [42:18]

Resources:

• Frontier Foundry’s website
• UK report on state-sponsored cyber attackers
• First of its kind AI heist
• AI Voice Scams
• What ever happened to Alta Vista?

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