AI Infrastructure Investment Continues to Increase
Despite so many predicting reductions in spending/CAPEX, announcements of increased investment continued unabated.
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The AI Standards Body That Shouldn’t Exist
Imagine if a small number of elites – with tight coordination with the U.S. government – had a chokehold...
Blackstone Just Revealed the New AI Bottleneck
We have spent the last two years focused on the obvious AI constraints: semiconductors, high-bandwidth memory, networking equipment, and...
A Stablecoin Takeover
U.S. debt is about to be the currency used by everyday individuals across the globe.
The Head-to-Head Battle of Tokenization
While the DTCC was busy making news this week, its competitor was drumming up interest as well…
IPOs Are a Boom for Crypto
The trend of tokenized stocks coming onchain is not some pie-in-the-sky imagining of the future…
Wall Street Has the Upper Hand. The Senate Could Change That.
Whoever controls the information controls the market. Here’s how the CLARITY Act could upend Wall Street’s control…
The Story Behind the Chip Selling
The selling in technology and semiconductor names over the past several weeks has been violent. That type of behavior...
A Bullish Signal from the Big Banks
The big banks are kicking off earnings season, Warsh is making good on his promise for "regime change," and...
The Institutional Shift Onchain
In today’s First Signal, the FDA is restructuring its “radical transparency” initiative, some of the world’s most powerful financial...
This Volatility Was Inevitable
After months of stocks tracking higher, volatility was inevitable.
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