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Bezos Bets Big
Together with Good Morning, HSBC is weighing 10% job cuts as part of an AI overhaul, BofA apologized for recommending bets against European private credit, DOJ charged US tech execs for smuggling Nvidia chips to China, and Bezos is planning a mega $100B fund to acquire manufacturing companies and optimize them with AI. Surf Air …
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Nasdaq Tokenization Goes Live
SEC approves Nasdaq tokenized equities trading pilot
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“Babe, I swear the drinking is work-related”
Together with Good Morning, JPMorgan is partnering with sports legends in an athlete wealth management push, Goldman is urging dealmakers to push ahead with deals despite volatility, tariff refund lawsuits are surging amid uncertainty about US plans, and Polymarket is opening a first-of-its-kind bar in DC designed for 'situation monitoring.' If you actively trade derivatives …
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Mastercard Buys BVNK
Mastercard acquires stablecoin tech firm BVNK for up to $1.8B
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Transitioning to Bears
Together with Good Morning, US ditched its appeal for help in the Iran war, SEC unveiled a new crypto regulatory framework, Australia raised rates again, China is clamping down on the Hong Kong IPO boom, Marc Andreessen is getting flamed on Twitter, and the stock market euphoria is showing signs of fading as 'transitory' inflation …
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Global Crackdown on Crypto Fraud
Secret Service teams with UK and Canada to stop crypto fraud
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Solo Sailing Through the Strait
Together with Good Morning, Oil prices fell and stocks rose on easing Strait of Hormuz concerns, though US is struggling to rally allies to exert control over the strait. Also worth noting how private credit woes aren't fading in the Iran distraction, with major players constantly offering contrasting opinions as investors begin to flee. With …
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Boris Calls Bitcoin a Ponzi
Boris Johnson calling Bitcoin a ‘Ponzi’ draws rebuttal from Michael Saylor
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AI-Powered Crusaders
Good Morning, Markets are in for another busy week ahead with oil bros on their toes and virtually every major central bank gathering for rate decisions. A few interesting developments on the tech side as well with Meta planning massive job cuts and delaying the launch of its AI model, Travis Kalanick launching a new …
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Buy Meme Coins, Meet the President
President Trump hosts exclusive event for meme coin holders
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“Claude, open the Strait of Hormuz”
Together with Good Morning, The Iran conflict is causing the largest oil supply disruption ever, Russia is raking $150M/day in extra revenue from surging oil prices, US launched unfair-trade probes to rebuild tariff pressure, and US stocks and global bonds fell to new YTD lows as the Iran conflict escalated. Cognitive Credit published an insightful …
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Binance Sues WSJ
Binance sues Wall Street Journal for Iran defamation