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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
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Exiting into Stealth
Together with Good Morning, Iran struck commercial ships in the Strait of Hormuz, Goldman's private markets clients are glad about the Iran war 'distraction,' JPMorgan cut lending to private credit firms, and the Pentagon is headhunting Wall Street's top bankers for a $200B PE-style 'Economic Defense Unit.' If you actively trade derivatives alongside your buy-and-hold …
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Prediction Market Meets Palantir
Polymarket taps Palantir for sports betting AI monitoring tool
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California Unveils Crucial VC Regulation
Together with Good Morning, A quickly deleted tweet by energy secretary Christ Wright sent oil markets on another wild ride. Elsewhere, Trump is preparing for a 2028 succession, Sergey Brin is bankrolling Republicans for California governor, and California is requiring VCs to ask founders if they are gay. Invest before the IPO. Get access to …
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Nasdaq-Kraken Tokenized Stocks
Nasdaq partners with Kraken for tokenized stocks
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A Fun Weekend for the Oil Longmaxxers
Together with Good Morning, Tail-risk hedges are rallying, CTAs are maxed out on US oil longs, traders are pricing in 2026 rate hikes for Europe, and oil reversed its dramatic rally after Trump signaled an end to the Iran conflict. Diversify beyond volatile stocks and bonds with Percent, a highly democratized private credit market for …