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SBF’s Final Appeal
Sam Bankman-Fried asks Supreme Court to overturn conviction
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Pacing the Frontier
Together with Good Morning, Dario Amodei published a viral essay on why the AI industry should slow down and embrace regulations, with major rivals like Musk and Altman banding together to agree. Ironically, Trump himself (and other tech figures) disagreed. Guess who loaded up on AI sector calls just hours before Amodei's essay dropped though …
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Senate Unveils Crypto Bill
Senate Republicans unveil revised crypto bill
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“Golden Age of Capital”
Together with Good Morning, ECB hiked rates, Polymarket named its first CFO, DeepSeek dealt another blow to OpenAI, bond markets are getting cooked, Texas is already winning primary market listings from NYSE, and an Apollo executive is seeing a 'golden age of capital' as firms spend on capex. Today's letter is brought to you by …
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Biden Memecoin Implodes
Hunter Biden’s memecoin plummets on debut
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Huge Day for AI Doomsayers
Together with Good Morning, While X was going crazy with Jacob Coxon's AI doomio post, Apple unveiled its first ever foldable iPhone. The priciest model costs $3,200, making it the most expensive mass-market smartphone ever. CME now offers single-stock futures on some of the biggest names and NinjaTrader is allowing you trade them risk-free on …
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Robinhood Invests in Crypto.com
Robinhood takes equity stake in Crypto.com
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The Apollo Premium
Together with Good Morning, Labor Day week kicked off to a slow start on the news front, though deal flow came in hot across M&A, startups and fundraising. Two academics also published an interesting paper on firms backed by Apollo. Somehow, Apollo's portfolio companies are paying 100 bps extra for debt compared to typical PE-backed …
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Another $1 Trillion to Nvidia
Together with Good Morning, Robinhood will underwrite is first IPO, another billionaire founder is in for a no-prenup divorce, Berkshire's new CEO is looking to join the AI hype train, US job growth surged exclusively on the back of women, and Jensen Huang declared "AGI has arrived" following OpenAI's release of Astra. Welcome back from …
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Hunter Biden’s Memecoin
Hunter Biden launches a memecoin
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Coinbase Adds Leverage Trading
Coinbase files to bring leverage stock bets to US
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OpenAI back up top?
Together with Good Morning, OpenAI claims that it has overtaken Anthropic with the release of its latest Astra model. Funny enough, all of ChatGPT, Claude and Grok went down simultaneously yesterday. And for whatever reason, we have Bernie Sanders introducing a bill to ban AI that surpasses human intelligence🤦 Let's dive in. Before The Bell …