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US Hits Iran Crypto Exchange
US sanctions Iran’s top crypto exchange in push for deal
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The Data Behind the “H2 M&A Recovery” Talk
Where 400 global dealmakers see momentum building in H2 2026
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Michael Saylor Sells Bitcoin
Michael Saylor’s Strategy sells 32 BTC for $2.5M
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Cute Little Six Trillion Dollar Boost
Together with Good Morning, Anthropic filed confidentially for an IPO. This is the third IPO filing by a trillion dollar startup this year. The total US stock market capitalization could jump by a whole 10% if Anthropic, SpaceX, and OpenAI IPO at ~$2T valuations. Ten points to Gryffindor or whatever your AI investment thesis is… …
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Jamie Dimon Blasts Coinbase CEO
Jamie Dimon says Coinbase CEO is “full of shit”
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Happy World Cup Szn⚽️🇺🇸😤
Together with Good Morning, We're kicking off the 2026 World Cup season with a gameday viewing party on Thursday, June 25 in NYC! It's going to be a fun evening of drinks, networking, and USA gameday energy for the investment banking community. Take some time away from the office and come join us! RSVP here🤝 …
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Another Sixty Days to Iran
Together with Good Morning, Anthropic officially surpassed OpenAI in valuation, chip stocks are set for their biggest gains since the dot-com bubble, Goldman is on track for near-record M&A volumes, Starbucks and Amazon are going opposite directions in AI adoption, and Trump unleashed another sixty days on Iran. Before we dive in, I wanted to …
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American First❌ Iran First✅
Together with Good Morning, Jamie Dimon is looking to spend $20B on M&A, Samsung factory workers will get ~$400k bonuses after a labor union deal, a Google developer was charged with insider trading on Polymarket, and Trump said economic costs and political backlash will not force him into a hasty Iran deal. "They thought they …
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Trump Backs Prediction Markets
Trump backs push to expand prediction market authority
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Another Ferrari Flop
Together with Good Morning, Trump wants Kevin Warsh to be 'totally independent,' Sam Altman retracted his prediction on AI job losses, Taiwan overtook India as the world's fifth-largest stock market, two of the biggest memory chip makers simultaneously hit a $1T market cap, and social media absolutely clowned Ferrari for its EV debut. Unlock time, …
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Mark Cuban Dumps Bitcoin
Mark Cuban sells most of his Bitcoin
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May the Rally Proceed Nicely
Together with Good Morning, We hope you took some time away from work to relax and catch up with loved ones this Memorial Day Weekend. While most of us were offline, my intern worked around the clock to cover developments in the Iran situation. We might just have some good news (at least according to …