-
Trump Assembles the AIvengers
Together with Good Morning, Trump named ~10 billionaires to his new tech policy council, Zuck is targeting a $9T valuation with a new Meta exec incentive program, China is emerging as a DCM hub amid the Iran war, and the Iran ceasefire negotiations don't seem to be going America's way*. *Stocks were up on the …
-
NYSE Tokenizes Securities
NYSE taps Securitize to develop tokenized securities platform
-
Tim Apple today keeps the succession drama away
Together with Good Morning, US and Iran began negotiations to end the war, retail traders are selling stocks for the first time since 2023, OpenAI shut down its Sora video generation model, Blackstone made its first-ever sports investment, and Tim Cook shut down retirement rumors despite growing pressure to confirm Apple's succession plans. If AI …
-
Larry Fink Bets Big on Tokenization
BlackRock CEO Larry Fink sees tokenization making investing easy
-
A Welcome TACO Tuesday for Markets
Good Morning, Iran launched a 10M rial banknote due to hyperinflation, OpenAI is offering PE firms a 'guaranteed minimum return' of 17.5%, JPMorgan is reviving the CDS for bets against AI debt, and Trump paused Iran strikes as Strait of Hormuz oil supply risks begin to force his hand at diplomacy. Happy TACO Tuesday to …
-
MLB Partners with Polymarket
MLB signs exclusive Polymarket deal
-
George Orwellian Chase
Together with Good Morning, Before we dive in, I wanted to share some exciting news for all our readers in NYC and Miami. The team at Litquidity is partnering with Ramp to start an exclusive padel club with a number of socials and tournaments for founders, investors, and operators. This is one of my most …
-
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 …
-
Nasdaq Tokenization Goes Live
SEC approves Nasdaq tokenized equities trading pilot
-
“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 …
-
Mastercard Buys BVNK
Mastercard acquires stablecoin tech firm BVNK for up to $1.8B
-
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 …