And it’s finalized July 4th the OBBBA was signed into law Here is a thread on the biggest provisions (both individual and business in the order of the bill) And their impact 🧵⬇️:

Read Late-Cycle Investing Principles Section + Capital Preservation and Selective Bets at Peaks x.com/level941/statu…

The U.S. has entered the Golden Age of Crypto. Under President Donald J. Trump, we are exploring new possibilities in decentralized computing and digital payments to unlock the potential of blockchain technology. So start your companies here. Launch your protocols here. And hire your workers

1.75 < 2.5 🚀

JUST IN: Vanguard Developed Markets Index Fund ($VTMGX) Has Bought 1.2 Million MetaPlanet 🇯🇵 3350.T Stocks For 953 Million Yen At An Average Price Of ¥791.27 Per Share In Q2 2025. Their Total Holdings Is 3.89 Million Shares Worth Over 3.9 Billion Yen.

👀

Strategy securitizes $BTC for different pools of capital.

Rotated some into ETH a few weeks ago. Glad I did 🚀

I just co-hosted a retreat with Richard Branson on Necker Island. Here are 7 powerful learnings from the week: (warning: long post, bookmark this) 1. You’re judged by your peaks, not your sums. One of the highlights of the experience was getting to spend time with ​Adam Grant

#ETH IS SO BACK!!!! 🚀

$MSTR trades at a premium to Bitcoin NAV due to Credit Amplification, an Options Advantage, Passive Flows, and superior Institutional Access that equity and credit instruments provide compared to commodities.

Crypto and Stablecoins. Not the complete hit piece I thought it would be, but still biased overall. nytimes.com/2025/08/13/bus…

Bitcoin that has been finally forfeited to the federal government will be the foundation of the Strategic Bitcoin Reserve that President Trump established in his March Executive Order. In addition, Treasury is committed to exploring budget-neutral pathways to acquire more

Strategy is a Shadow Trading Firm x.com/i/spaces/1OwxW…

This was the numerology Josh has been looking for this whole time.

People are starting to catch on. Pack your bags. zacks.com/commentary/271…

I hear the disappointment in the recent pullback. It’s natural to feel that way. But what gives us conviction is the foundation we are building. Let’s review the milestones we’ve reached together, because over time fundamentals prevail.

CIFR or IREN over the next 12 months? What's the alpha?

Data Centers Aren't Always Maxed Out – $IREN's Plan to Fill the Gaps with Bitcoin Mining "Contrary to popular belief, data centers aren't maxed out around the clock – and this has real consequences for power system planning." I recently came across an article by energy