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Google Crypto Cloud
Google looks to launch its own layer-1 blockchain
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Still No Answer on China
Together with Good Morning, BlackRock pushed back against politics in pension fund management, M&A activity is booming this summer, Meta Superintelligence is already losing key hires, Porsche is searching for a new CEO, and Nvidia beat earnings but failed to give any clues on their China market. Despite all the tariff noise and market volatility, …
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GDP On The Blockchain
Crypto majors red but moving higher after Trump moved to fire Fed Governor Lisa Cook, briefly sinking the dollar index
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Trump vs The Fed
Good Morning, Trump's Fed governor firing is headed to the courts, US is eyeing further stakes in defense firms, hedge funds are short volatility, Cracker Barrel scrapped plans for a new logo, and in the most important market news of all, Taylor Swift got engaged to Travis Kelce :/ Let's dive in. Before The Bell …
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Banks Battles Stablecoins
Strategy now owns 3% of all Bitcoin
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Taxpayer-Funded Leveraged Longs
Together with Good Morning, Trump fired Fed governor Lisa Cook, Wall Street hiring has turned bullish, margin debt is at a record high, ETFs now outnumber individual stocks, Abu Dhabi wants to become the 'capital of capital,' and the US government could take stakes in more companies through a sovereign wealth fund. Technically, all Americans …
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Fed Dovish, Crypto Bullish
Ethereum takes the crown this weekend after a fed rate cut is in sight
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Trump Seizes the Means of Production
Together with Good Morning, PE firms are getting ultra creative in their liquidity tactics, Canada will remove retaliatory tariffs on US, Bitcoin is trading like a blue chip stock, Chili's is back on the menu, J Pow hinted at imminent rate cuts, and US acquired a 10% stake in Intel in a highly unorthodox deal. …
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Bull vs. Bear
State Street Joins JPMorgan For Crypto Push
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Undervalued Underwriting?
Together with Good Morning, US named its first chief design officer, startup valuations are blowing past historic IPO market caps, BlackRock recommended raising exposure to hedge funds, SEC named a military judge as enforcement director, and strong market debuts are raising questions over cautious bank IPO underwriting. The Wharton Online-Wall Street Prep Private Equity Certificate …
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Ye Coin Craziness
Coinbase CEO Brian Armstrong says he expects Bitcoin to reach about $1M per coin by 2030
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Intern to CEO Pipeline
Together with Good Morning, Tiger Woods will lead a committee to radically modernize the PGA, healthcare firms are seeing growing activist investor involvement, hedge fund LPs are pushing back against high fees, quants and academics are clashing over use of AI in investing, and Target's new CEO climbed his way up from an intern. Fintechs …