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DeepSeek Shakes All Markets
China continues to compete with the U.S. in bitcoin holdings and A.I. innovation
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Rolling in the Deep
Together with Good Morning, AI stocks nosedived yesterday as China's DeepSeek AI outperformed ChatGPT after being built in just two months and with $6M. Big Tech is gonna have a hard time justifying their CapEx spend… IR folks, it's time to stop wasting hours on briefs, letters, and DDQ responses for your routine LP meetings. …
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Ransom, Regulations, and Moonshot Memecoins
Crypto Never Sleeps. Wild Weekend News.
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DeepSeek Spells Trouble for Big Tech
Together with Good Morning, A cheaper and better Chinese AI model has Silicon Valley on edge, corporate America is racing to keep up with executive orders, BOJ raised rates for a third time, London lawyers are flocking to PE, and Starbucks' new CEO made some serious bank in just four months on the job. Master …
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Strategic Crypto Stockpile
The Trump Administration announced an executive order to stockpile digital assets (not entirely what the space was hoping for but still incredibly bullish)
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The Golden Age of Sports Betting
Together with Good Morning, Kalshi launched sports betting in all 50 states, Trump demanded that interest rates drop immediately, US will explore a national crypto reserve, and JPMorgan employees are voicing frustration over weak bonuses and raises, despite record profit and Jamie Dimon's pay increase. Automate your complicated business spend and expense allocation process with …
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Goldman Sachs Orange Pilled
Solana has generated $25M in revenue solely from TRUMP and MELANIA transaction fees which skyrocketed their stablecoin supply
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The Boys Have All Made Up
Together with Good Morning, Jamie Dimon squashed his beef with Elon Musk, KKR combined its infrastructure and real estate businesses, clients pulled $7B from Baupost since 2021, and Chinese bankers are racing to the bottom for a chance to underwrite CATL's blockbuster Hong Kong listing. Want to build winning pitchbooks? Join UpSlide's webinar on January …
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Beg your finest pardon?
Trump signs executive order to pardon Silk Road founder Ross Ulbricht, who was serving life in prison for running $200M illicit drug marketplace using cryptocurrency
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Lever Up the New President
Together with Good Morning, Banks are running 'war rooms' to prepare for tariffs and trade ructions, hedge funds levered up by the most since 2010 on a new presidency, Goldman promoted several execs to guide the banks' future, and Trump pardoned Silk Road founder Ross Ulbricht. Tired of Excel eating up your day? It's midnight. …
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American Made All-Time Highs
Hype around Donald Trump’s inauguration yesterday led to new Bitcoin all-time high and massive institutional capital inflows
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The Golden Age of America?
Together with Good Morning, The US just had one of its most eventful weekends in a while, dominated by Donald Trump’s inauguration, presidential memecoins, executive orders, the TikTok ban, and much more. Buckle up, everyone, it’s going to be a crazy next four years. We will be here to keep everyone informed on the most …