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31 articlesDigital Assets
Bitcoin Whale Accumulation: Why the Bottom May Already Be In
Whales added $2.9 billion in Bitcoin while retail sold. Mark Moss breaks down institutional filings, Treasury buyback signals, and why higher rates favor...
Digital Assets
Why Interest Rates and Oil Matter Less in an AI-Driven Market
Jordi Visser explains why Fed rate hikes, oil prices, and doomer forecasts matter less as AI earnings, crypto tokenization, and the Clarity Act reshape...
Investments
OpenAI Solves Navier-Stokes: AGI Claims and Agent Breakouts
OpenAI reportedly solved the Navier-Stokes Millennium Prize with 10,000 agents in 88 hours. Inside the AGI debate, agent breakouts, and the AI economy.
Digital Assets
Fiscal Dominance and Treasury Buybacks: Lyn Alden Explains
Lyn Alden on why Treasury buybacks signal fiscal dominance, why rate hikes can't fix fiscal-driven inflation, and what it means for Bitcoin and scarce assets.
Investments
Tesla Cyber Cab Launch: What It Means for TSLA Stock
The Cyber Cab is finally riding in Austin. Here's what the launch means for Tesla stock, robo taxi economics, Uber, and the Optimus thesis.
Investments
GPT-6 Astra vs Claude Fable 5.1: Inside the Frontier Model Race
How OpenAI's GPT-6 Astra and Anthropic's Claude Fable 5.1 reshaped the AI frontier, plus Cybercab, world models, AI safety, and longevity breakthroughs.
Digital Assets
Will Rising Interest Rates Hurt Your Portfolio? AI Changes the Answer
Jordy Visser on why a 200 basis point rate rise barely affects AI margins, why suppressed yields favor Bitcoin, and how AI agents reshape investing.
Digital Assets
Treasury Buybacks and Yield Curve Control: What It Means for Bitcoin
A bond trader explains Treasury buybacks, bill-heavy issuance, repo crisis risk, managed Fed rate cuts, the eurodollar financial war, and why Bitcoin is...