Alex Falcon

AI could turn out to be both the greatest technological revolution of the past few decades and one of the biggest investment bubbles in history. Yesterday, Anthropic reported a net loss of $80.7 billion in just the first half of the year. To be fair, there’s n…

Celebrating Bybit getting its VARA license with big brother Ben🤘

Some very troubling U.S. inflation data was released recently. PPI rose 6.3% year over year, versus expectations of 5.5%, and jumped 1.3% month over month, compared with forecasts of 0.6%. That’s the biggest monthly increase in producer prices since March 2022…

Whose Ledger?

AI could crack Bitcoin in just a few months That’s the claim making the rounds right now following a statement by an Ethereum Foundation researcher. It sounds scary, but there’s still a huge gap between this kind of threat and an actual hack. For that to happe…

Following up on the previous post about US Treasuries. It’s quite symbolic that The Economist recently featured a cover asking “Will Bonds Blow Up?” and warning of an impending sovereign debt crisis. There are growing concerns that it’s becoming increasingly e…

Something happened in the U.S. Treasury market that’s hard to ignore. The quarter closed with 20-year Treasury yields at 5.68% and 30-year yields at 5.64%. These are levels the market hasn’t seen in more than 20 years. And this is no longer just a random spike…

Saylor predicts a crypto market reversal Michael Saylor, whose fund Strategy now holds 4% of all Bitcoin in existence, called the next 10 years a “gold rush” for BTC and said the bear market is over. He’s also back to buying: a few days ago, Strategy bought an…