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Crypto Market Meltdown
Bitcoin crashes to $60,000 in largest drawdown ever
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Claude Broke the Market
Together with Good Morning, Wall Street's favorite trades, from tech to metals to Bitcoin, collapsed. All it took was a Claude update. Since Claude broke the market, Claude can also fix it. So my intern worked through the night to vibe-code a solution 🤦 import Claude def Plz_fix_market(broken market): bull market = Claude.fix(broken market) return …
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CME Eyes Own Coin
CME Group explores launching its own coin
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Software Shorts Are on Fire
Together with Good Morning, Novo Nordisk is getting smoked by Lilly, Princeton's endowment could give up $11B in asset growth over the next decade, SpaceX is seeking early entry to major stock indexes, Google will double AI CapEx this year, and software stocks continued to slide on an AI-induced existential crisis. The flagship Wharton Online-Wall …
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Elon Sending DOGE to Moon
Elon Musk says SpaceX may put DOGE ‘on the moon’ next year
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Sell the SaaSpocalypse
Together with Good Morning, Stephen Miran resigned from his White House role, PayPal fired its CEO, Nvidia is considering investing in OpenAI's IPO, investors are ramping up steepener bets on a Kevin Warsh Fed, bankers are readying for the busiest IPO week in five years, and software and private credit BDC stocks are tanking on …
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Epstein Backed Coinbase
Jeffrey Epstein was an early investor in Coinbase
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$XXX Ticker Incoming
Together with Good Morning, Elon Musk merged SpaceX with xAI, which he previously merged with X. The combined entity is valued at $1.25T. Talk about 'strategic' M&A. Upgrade your dealmaking and investment workflows with Blueflame AI, the only AI solution for dealmakers that integrates directly with VDRs. Learn more below. Let's dive in. Before The …
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UAE’s Secret Trump Deal
UAE Sheikh secretly acquires stake in Trump’s World Liberty Financial
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Sandisk is the New Nvidia
Together with Good Morning, Trump surprised markets with his Fed chair pick, Musk is pivoting Tesla to physical AI, US released its final tranche of the Epstein Files, the metals rally ended in spectacular fashion, the US government partially shutdown, and Sandisk blew past earnings to extend its YoY rally to 1,500%. W.M. Gibson restocked …
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DFIN: The Virtual Data Room provider trusted by Wall Street
In this Sunday Deep Dive, we talk about DFIN, one of the biggest & most-trusted virtual data room providers on Wall Street, processing billions in deal documents a year and ensuring bankers have one less thing to worry about when they’re grinding on live deals.
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Crypto Wins in Senate
Crypto bill clears Senate despite Democrat opposition