2min

Trump admin is floating taking equity stakes in OpenAI and potentially other AI companies — sovereign wealth fund vibes but for foundation models.

Government as LP changes every cap table calculation you're making.

Sriram Krishnan is out as White House AI advisor after less than six months — the revolving door is spinning fast.

Policy continuity just evaporated; reset your DC engagement timeline.

Anthropic just hit $965B valuation — but Google and Amazon are the real winners here as major investors and compute providers.

Follow the picks-and-shovels play, not the model hype.

Google's dropping $84B on AI capex and analysts say the payoff could take a decade — long-dated bet on infrastructure supremacy.

Capital allocation signal: they're playing for 2035, not 2025.

Bitcoin dumped to sub-$60K with $1.6B in liquidations before bouncing — all Trump-election gains erased, smoke alarm going off.

Liquidity signal flashing red; watch for contagion or entry.

Fannie Mae is piloting Bitcoin down payments for mortgages — TradFi meets crypto in the most normie way possible.

Regulatory acceptance creeping in; velocity unlock for BTC holders.

Wall Street's new crypto hype isn't Bitcoin — it's tokenization and institutional infrastructure plays while BTC craters.

Smart money rotating; watch what Blackrock builds, not what retail buys.

Bloomberg confirms millions of crypto tokens exist but almost none have any value — the long tail is pure noise.

Stop chasing low-cap gems; liquidity concentrates at the top.

Trump relaunched tariffs war immediately after courts struck down previous levies — round two starting faster than expected.

Supply chain volatility back on; price in friction costs now.

Iran peace hopes and weak China oil demand are hammering crude prices — energy arbitrage window opening if you're positioned.

Oil volatility creates macro hedge opportunities; watch storage plays.