2min

Meta was running on Google's AI — until Google said no and cut them off.

Big tech AI relationships are fragile. Build with dependency in mind.

Palantir and Nvidia bring open AI models inside U.S. government systems — the walled garden is opening.

Government-grade AI infrastructure play. Watch the procurement contracts flow.

Arena, the AI leaderboard everyone uses, is now a $100M business — the eval layer is infrastructure now.

Whoever controls model evaluation controls perception. Benchmark capture is real.

San Francisco AI salaries hit $180k and it's still not enough — the talent war is pricing out everyone else.

Remote hiring arbitrage is the play. Build teams elsewhere.

Strategy may sell up to $1.25B in Bitcoin — Saylor's infinite bid just blinked for the first time.

The biggest BTC treasury is opening the exit door. Liquidation overhang.

Bitcoin ETFs just had their worst month ever with $4B in outflows — institutional enthusiasm is dead for now.

The tradfi bid disappeared. Wait for the flush or fade the bounce.

Europe's unlicensed crypto firms face 'wipeout' as MiCA deadline hits — millions of users need new platforms now.

User migration event. Licensed platforms win, liquidity shifts fast.

Tether's USDT jumps to 8.5% premium in India after crypto payment crackdown — local demand is exploding.

Capital controls creating arbitrage. India P2P premium is a leading indicator.

Kenya and Congo eurobonds among top winners from Iran war trade unwind — Middle East de-escalation shifting EM flows.

Risk-off reversing. Frontier debt rally is on if tensions cool.

Trump's U-turn on Iran sanctions would unravel decades of curbs — oil markets and dollar flows could flip overnight.

Massive reallocation event. Iranian oil back changes everything for energy.