…“This could change the dynamics of AI competition, alter AI geopolitics, and much more,” Dean Ball, a former Trump adviser on AI, recently wrote. Governments and civil society are already lagging. Ame…
…d on $INTC’s 2026 story. The numbers, the process tech, the geopolitics, the institutional flows. What I found is a company that nearly died in 2024 and is now executing one of the most aggressive tur…
…rom $ASML, the capex trajectory at $TSM, the Silicon Shield geopolitics, and the quantum computing roadmap, and I have built it into one playbook you can act on. Charts are embedded throughout. Number…
…eapon. Their strongest weapon to influence the direction of geopolitics is financial war. Their ability to sanction, to lock and unlock trade, that’s always done far more damage than the visceral migh…
…ing to sell or change their position due to factors such as geopolitics or Fed policy; only the hardcore holders are still in the market. The type to continue holding BTC after a 50% drawdown (plus 75…
…oin underperformance that has characterized Bitcoin Season. Geopolitics dominated price action this week. A brief US-Iran ceasefire announced on April 7 sent Bitcoin to $72,700 and triggered $600 mill…
…in fear territory ahead of the April 28 to 29 FOMC meeting. Geopolitics gave crypto a reprieve this week. Bitcoin rallied from $71,190 on Monday to $77,401 by Friday (with some reports showing it peak…
…votal moment as traders weigh a run toward $100,000 against geopolitics, ETF-driven demand continues to test the $90,000 breakout case, and Coinbase’s latest cuts highlight how AI and market volatilit…
…e world’s most important pressure points. To understand the geopolitics of oil today, it helps to go back to the history of the petrodollar. For decades, oil’s place in the global financial system has…
…yers in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities. Figure – True DeFi Democratized Prime to earn ~9% APY! They also have the …
…yers in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities. Figure – True DeFi Democratized Prime to earn ~9% APY! They also have the …
…oin, including how it interacts with investment portfolios, geopolitics, and the economy. This part of the conversation was where Ross and I were able to exchange different opinions and perspectives. …
…teering” as an offensive strategy against crypto crime, how geopolitics and macro are shaping bitcoin markets, and what institutions are actually buying in crypto right now. Figure – True DeFi Democra…
…sed it? Some point to policy choices or culture. Others say geopolitics, energy, or fiscal mismanagement. The truth is more layered than any single explanation. This article focuses on how two similar…
…etter exploring the intersections of tech, business, money, geopolitics, and U.S.-China relations. Want early (unedited) access? We’re livestreaming the conversation on Substack, only for Prof G+ subs…
…n with China to jointly address challenges in international geopolitics, trade protectionism, and climate change, and to uphold international law and multilateralism. Spain opposes a “new Cold War” an…
…-all-now enlightenment-obsessed approach to everything from geopolitics to religion, to Truth Social posts bordering between trolling and blasphemy, the Orthodox sensibilities about faith permit me, i…
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…empted invasion. You can’t read a single story about modern geopolitics or conflict without drones popping up. Last week Ondas Holdings announced a strategic partnership with Palantir and aerospace fi…
…nto AI/software-driven deterrence, which will define future geopolitics. We are bringing terminator type predicaments entirely on our own heads. Pro American but also self-aware The U.S. is framed as …
…ing battleground of this cycle, not just in tech but across geopolitics, defense, and capital markets. What started as a software story has quickly evolved into an infrastructure race with chips, data…
… prediction markets now sit at the volatile intersection of geopolitics, technology, and finance, where the line between savvy analysis and outright exploitation is increasingly blurred. Without stron…
… Trump’s tariff playbook returning in full force. Trade war geopolitics just made the market spicy again. Our analysis confirms the fragile ceasefire in the Strait of Hormuz has shattered. The conflic…
…ith Trump rejecting Iran’s offer as “TOTALLY UNACCEPTABLE”. Geopolitics just made the market spicy again. Our analysis shows this Thursday is a massive day for crypto. The Senate Banking Committee wil…
…t, fans of the other team see it as ridiculous. Think about geopolitics—people committed to the belief that one side is right see every event through that lens. We do not see reality clearly. We do no…
…d pullback from those reactionary highs; but only time, and geopolitics, will tell just where the markets are headed. You can check out the full WhaleWatch episode where we caught this unusual activit…
…developments shaping Q1 FY26: 🚢 Strait of Hormuz shockwave: Geopolitics is no longer a distant concern. Wells Fargo reported that gasoline spending has surged nearly 30% since the conflict began. Whil…
…potentially accelerate purchases ahead of new export curbs. Geopolitics remains the primary overhang. China’s share of system sales dropped to 19% this quarter (down from 36% in Q4), aligning with man…
… get too much capital too quickly. Chaos means that shocks, geopolitics, policy changes, and market positioning can create outcomes nobody had seriously modeled. The illusion of stability is the trap …
…ments for 2026. No one knows when or whether they will. The geopolitics are exquisite in their irony. While New Delhi publicly declares a “Special Strategic Partnership” with Israel, it is quietly ple…