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Iran Deal_v3_vfinal_vff_vrealfinal
Together with Good Morning, SpaceX beat estimates in its debut earnings, DOJ fined OpenAI for favoring foreigners over US citizens, Situational Awareness was not target of predatory shorts, US has used 'virtually all' long-range precision missiles on Iran, and Bessent says a deal to reopen Hormuz is imminent (of course NOT related to our military …
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Senate Investigates Trump Coin
Senators seek probe of President Trump’s memecoin
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Money Over Mission
Together with Good Morning, Citadel Securities says bull market drivers are 'firmly intact,' Robinhood is launching a VC fund to invest in YC-backed startups, Amazon hit a $3T market cap, DeepSeek's latest AI model is 100x cheaper than Claude, and Anthropic's CEO is concerned that new talent is only joining the firm for money. Alumni …
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Saylor Holds as Strategy Sells
Strategy sells $105M BTC as reserve hits $4B
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Coldcard Exploit Hits $88M
Coldcard bitcoin exploit balloons to $88M
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A New Type of Korean Celibacy
Together with Good Morning, Kevin Warsh is considering reducing the frequency of Fed meetings, banks are offloading leveraged ETF risks with exotic 'crash puts,' PE dealmakers are shunning big firms to go at it alone, major corporates are turning to retired CEOs, and some Koreans are vowing to never trade again after blowing up in …
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Political Battle Over Clarity Act
Cynthia Lummis blasts Dems for stalling Clarity Act
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Ken Griffin Monitored the Situation
Good Morning, AI hedge fund Situational Awareness blew up. The winner: Ken Griffin If you're looking for thematic exposure to AI minus the 4x leverage, margin calls, and Ken Griffin's wrath, you should check out my Litquidity AI Alpha Fund. It's doing quite well this year and I also maintain a solid edge: not selling …
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Telegram CEO Faces Russia
Russia charges Telegram’s Pavel Durov with aiding terrorism
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The K Short
Together with Good Morning, If you think US chip stocks are doing bad, take a look at our friends across the globe. More than 1.5M Koreans have now been liquidated. That ~3% of the entire population. The government is literally holding emergency meetings and publicly apologizing for the leveraged ETF mania lmao… $2T in value …
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Morgan Stanley’s ETF Move
Morgan Stanley launches Ether and Solana ETPs
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JPMorgan Buckeyes
Together with Good Morning, Hedge funds are getting margin called, diversity in S&P 500 board appointments hit a decade-low, OpenAI's rogue agent compromised a second customer, a Citigroup MD got 30 years in prison for the worst of crimes, and Ohio State's athletics department signed a $17M annual sponsorship deal with JPMorgan. Get the charter …