It’s Sunday. The U.S. is building a strategic crypto stockpile, Elon Musk is choosing which blockchain the U.S. gov will use, & a Chinese AI model just out-performed OpenAI at a *fraction of the cost* Some thoughts on the week: Market is bearish yet Crypto AI is shipping -

DeepSeek just accelerated all timelines. We were settling into the “fact” this stuff was going to cost $100Bs to build, that it was going to be closed source. Monopolised. & then DeepSeek outperformed all leading models at fraction of cost And open sourced the tech, Now

Marc Andreessen on the 5 personality traits of an innovator “When you’re talking about real innovators—people who actually do really creative, breakthrough work—I think you’re talking about a couple things:” 1. Very high in trait openness. “Just flat-out open to new ideas… And

A Central Bank Just Said They May Buy Billions In Bitcoin There is a story in the Financial Times this morning titled “Head of Czech central bank wants it to buy billions of euros in bitcoin.” This may come as a surprise to many investors, but I am actually surprised it has

My current read on the market: I'm not seeing a "fat pitch" quite yet. Even with the bounce in alts today, the long tail of assets has gotten hammered over the past few weeks. That said, majors have held up well, with Bitcoin only ~5% away from the ATH. Based on my composite

This is the only thing you need to read about tariffs to understand Bitcoin for 2025. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord 2.0 is coming. Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher.

Blockchains automate bureaucracies Elon Musk. Replace middlemen with middlemachines, elevate everyone to higher order roles and thinking: mariolaul.medium.com/blockchains-ar…

10 GMI macro and crypto charts to help you cut through the noise and see the bigger picture… Weekend macro chart storm sorted! 1/10

social media feeds becoming downstream of meme price discovery: when i ask onchain traders how they find alpha, the #1 response is tracking profitable wallets. in parallel, KOLs and influencers play a bigger role in price discovery across all markets than ever before..

I’m building a chain. Inversion.  Instead of differentiating on consensus mechanisms or the nth technical improvement, we are inverting and differentiating on solving crypto’s biggest problem: go to market. The user journey in crypto today is broken and traumatic because it

Great speech by VP JD Vance!

You guys all need to learn patience... This was 2017. Very similar macro structure: 5 x 28%+ pullbacks in BTC Most lasted 2 to 3 months before a new high Alts saw 65% corrections. All were noise. Go do something else more constructive than stare at the screen.

With the dollar, rates and oil headed lower (all specific aims of Bessent), financial conditions are now easing fast and lead risk assets by a couple of months. Should signal a good Q2 for tech and crypto and hopefully H2 2025 too as these trends continue...

.arc has been leading the DeFAI narrative. All thanks to MPC: A new technical development redefining how we integrate AI into our daily lives. This isn't just incremental progress; it's potentially reshaping how AI operates on-chain. 🧵⬇️

Here’s a demo of the upcoming Believe API — going live shortly. The goal of the Believe API is to make it easy for builders to create harmony between their product and coin, no matter what their product does. The first API endpoint lets builders burn their coin

Bitcoin is at all time highs because the bond market is breaking and institutions are rotating. BTC just crossed $110K. Spot ETFs have seen $6.4B+ in inflows over the past month. BlackRock’s IBIT now holds over 300K BTC. Corporate balance sheets are following suit:

After four years of mistreatment and outright hostility from Democrat regulators, there's a new sheriff in town. With President Trump, crypto finally has a champion and an ally in the White House.

Perplexity is reimagining hotel discovery — more like having a personal concierge. You can ask detailed, complex queries, and get tailored hotel recommendations in seconds. What once took over 30 minutes and required juggling multiple tabs and sites now happens with a single

Excited to bring Liquifi | Token Management Platform into Coinbase to make it easy for any startup to issue a token, manage their cap table, and eventually raise money.