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...
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The Nature of Reality
In today’s AMA, we dive into the DOE’s Reactor Pilot Program, nuclear-powered naval vessels, the philosophical nature of reality,...
Don’t Sell Into Fear
Many of the world's greatest investors have admitted they lost a fortune before they ever made one.
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 “Party in the Back” of DeFi
We can think of the retail app as the simple experience approach… the “business in the front.” Meanwhile, behind...
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.
Don’t Panic Sell AI
This is the market giving us a chance to buy the leaders after a forced reset.
Bitcoin Sellers Are Getting Tired
The people who wanted out have sold. The hedgers already hold their downside insurance. And there is simply less...
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