The reforms in Saudi, Brazil and India make them new EM leaders. Saudi’s sports investments are part of a major re-shift of their economy away from fossil fuels. Natalia Gurushina matthew sigel, recovering CFA VanEck open.substack.com/pub/bariweiss/…

This has to be one of the biggest macro risks. But when? This lifetime? Natalia Gurushina

Fascinating podcast from one of the OG podcasters *the "science" says we have behavioral biases--so let's be aware of them -- and use "tricks" to counter them *what a class academic who is brilliant but humble and engages all sides *love the to-do at the end--combatting

10 minutes and counting. Security can’t remove protestors near me ⁦US Open Tennis⁩

Josh holding court ⁦@FutureProofAC⁩

Crude Oil factoids: 🛢️$110/barrel translates to $4/gallon in gasoline 🛢️$150/barrel translates to $5/gallon in gasoline *Saudi’s fiscal breakeven is $82/barrel (covers government spending) *recession unlikely to dent oil demand --most recessions don’t see a demand decline (9/11

Another superapp integrates crypto, solving three adoption hurdles: ease of use, cost savings, and predictable/capped transaction fees. Thanks Pranav for a good blog. VanEck killerapps.substack.com

Greetings from SF! Contrarians should be drooling. What’s worse? The rows of empty desks… or the completely dark floors?! ⁦VanEck⁩ ⁦David Sacks⁩

Want to scare people on a NY subway after a ⁦Castle Island Ventures⁩ event? Wear a tie. Don’t tell the intern. ⁦The intern is still in the office VanEck⁩

Good pod for anyone in fintech, banking and crypto. Insights into how payments in the US came to be. Long, but necessary to unravel how things work. Even the first 20 mins work. ⁦Bill Ullman⁩ podcasts.apple.com/us/podcast/acq…

🌏🚗 Join the conversation with Francis Wedin, Founder of Vulcan Energy, as we dive into Vulcan's revolutionary net-zero carbon lithium extraction process and their innovative approach to the evolving #lithium landscape. Watch the full episode 👉 etoro.tw/3GE5KKM

#BTC supply will max at 21 million. U.S. Money supply is around 21 trillion. Let's watch these numbers over the coming years. VanEck Tyler Winklevoss matthew sigel, recovering CFA

If spot #btcETF’s are launched in the next few weeks, how much do they raise, net, by the end of the year including Grayscale’s assets today of about $25 billion? Gabor Gurbacs Ram Ahluwalia CFA, Lumida @davenadig VanEck

Imagine fading the vaneck intern.

I appreciate that many bitcoin ETFs are coming to market tomorrow. One way to decide which ETF to use is to consider the commitment of the sponsors.👇

1/ We are not tourists to bitcoin. For 7 years—since 2017—we have been advocating for the approval of an ETF and educating the market through breakfast seminars in our midtown office, research papers, and more.

11/ Thank you, Satoshi, for launching the most important financial freedom technology of the internet age.

12/ We celebrate builders, not tourists. View the blog on our website for details and important disclosures: vaneck.com/us/en/blogs/di…

The outfit for today?

Better together. Gold and #bitcoin.