2min

Nvidia has committed $40B to equity AI deals this year — they're not just selling shovels, they're buying the mines.

NVDA is picking winners before you. Watch their portfolio for alpha.

Palantir's AI is a product, a punching bag, and increasingly a problem — the moat isn't as wide as the multiple suggests.

PLTR trading at meme valuations. Reality check incoming on enterprise AI margins.

AI note-takers are making lawyers nervous — confidentiality violations are piling up and nobody's tracking what gets uploaded.

If you're recording meetings with Otter/Fireflies, you're creating discoverable records forever.

China is way less scared of AI than the US — they're shipping product while we're writing safety frameworks.

Regulatory arbitrage between US caution and Chinese acceleration widening fast.

Bitcoin climbing near $81k on institutional adoption boost — six-week win streak as Iran tensions ease.

Macro geopolitical risk-off trade reversing. BTC benefiting from diplomatic thaw.

Senate Banking Committee advancing the "Clarity Act" — banking groups and crypto advocates fighting over stablecoin rewards.

Who captures stablecoin yield defines next trillion-dollar financial infrastructure layer.

Trump Media's Q1 loss balloons to $406M on bitcoin and Truth Social crypto markdowns — the SPAC is bleeding.

Presidential crypto venture cratering. DJT holders getting rugged in real-time.

Australian police seize millions in Bitcoin from alleged darknet marketplace operator — another Silk Road echo.

DNM busts still yielding massive BTC seizures. Governments accumulating bags via enforcement.

China's export growth rebounds despite trade war — they're routing around tariffs faster than markets expected.

Tariffs aren't working. Supply chains already adapted. Repricing trade war bets.

Iran using the Caspian Sea as strategic trade route, long overlooked — sanctions evasion infrastructure maturing quietly.

New smuggling corridor operational. Iran sanctions less effective than DC thinks.