What is New York in for. We talk about Trump proofing New York City. Do you think he sends troops in.Does he cut funding. What's the next lever he pulls. No, I don't think I think that's more Mamdani playing to space. I don't think there needs to be Trump riff.I think Trump is invested in New York because he has so much personal investments here and personal properties that he wanted. You know, that's why he was weighing in for Cuomo. But, you know, I think that there is a danger for Republicans to kind of ...

Market Trends & Risks - The crypto market's appreciation is now dependent on the Trump administration, despite initially being seen as a counter to authorities [1] - A significant risk is that major insiders are exiting the crypto market [2] - The crypto market is highly correlated to the stock market, behaving almost as the same trade due to ETF investments from traditional Nasdaq and S&P 500 investors [3] - Crypto is trading more like a risky asset in tandem with equities rather than a safe haven like treasuries [4] - Executive hubris and excessive bullishness in the crypto market are declining towards the end of the year [6] - Divergent weakness is observed in cryptos, with the Bloomberg Galaxy crypto index down almost 10% year-to-date despite the S&P 500 being up almost 17% [8] Technical Analysis & Correlation - Technical analysis is applicable to crypto, especially since many cryptocurrencies track nothing [13][14] - Cryptocurrencies are correlated; when Bitcoin drops 10%, other cryptocurrencies typically drop 20% to 30% [10] - The Bitcoin chart looks almost exactly opposite to the gold chart from a few months ago, raising concerns [17] Specific Cryptocurrencies & Market Sentiment - Dogecoin, with a $25 billion market cap, is considered a joke and attracts nothing, reminiscent of speculative excesses in past bull markets [11][12] - A potential crypto liquidation event could be triggered if Bitcoin breaks below $100,000, leading to a cascade effect [15] - MicroStrategy, a leading indicator of Bitcoin, is below its 200-day moving average and rolled over in August [18]

Geopolitical Assessment - The report asserts that Nicolas Maduro's regime is illegitimate and characterized as a "narco terrorist structure" [1] - The regime is accused of waging war against the Venezuelan people and democratic nations in the region [1] - The regime's financial support is allegedly derived from illicit activities such as drug trafficking, gold smuggling, arms trafficking, and human trafficking [1] - The report suggests the necessity of disrupting these cash flows [1] - The report claims that President Trump's actions are aimed at protecting millions of American, Latin American, and Venezuelan citizens [2] - The report states that Maduro initiated the conflict, and President Trump is resolving it [2]

Bode, you know, you're co-leading this round with your your friends at at Kleiner Perkins. Um, again, the same question like what what does the environment look like to you right now. This is a very sizable debut round.Um, you you had the conviction to do that. >> Well, it was a while ago we did the seed round of 10 million uh that wasn't announced and now we just participated in the $70 million round. Obviously, we think highly of the team, but I think uh it's the magnitude of the opportunity this opens up ...

Election & Transition - Warren Mamdani, a self-described Democratic socialist, won the mayoral election in New York City [1] - Mamdani's transition team includes Lina Khan, former head of the FTC, signaling a focus on affordability [3] - The transition team is expected to resemble the City Hall of former Mayor Bill de Blasio, aiming to bring in strong management and government experience [3] Policy & Finance - Mamdani plans to fight against potential cuts to city funding and ICE presence, potentially using the city's law department [4] - Mamdani mentioned Jamie Dimon, indicating a willingness to discuss his affordability push with the finance community [4] - Companies spend an average of $22,000 per employee on childcare solutions [5] - Mamdani is considering raising corporate taxes and taxes on wealthy New Yorkers [5] Potential Challenges - President Trump has threatened to pull federal funding from New York City due to Mamdani's socialist views [6] - The city is preparing for potential funding pullbacks from the federal government and is seeking legal counsel to fight back [7] - The city experienced a previous instance where the federal government withdrew money due to the handling of the migrant crisis [8]

The lesson for the president is that it's not enough to diagnose the crisis in working class Americans lives. You have to deliver on addressing that crisis. This is a president who ran a campaign on the promise of cheaper groceries.And now, as was said by one of our co-chairs, has gone so far as to cut snap benefits for close to 2 million New Yorkers. Someone who is literally making it harder to afford those same groceries whose price he was decrying not that long ago. And what scares Republicans across the ...

Legal & Policy Analysis - The Supreme Court justices are questioning the Trump administration's legal authority to impose tariffs under the International Emergency Economic Powers Act (IEEPA) [1][2] - A key point of contention is whether President Trump can impose tariffs without congressional approval, particularly concerning the power of the purse [2][3] - The administration is attempting to justify the tariffs by framing them as responses to foreign actors and national emergencies, rather than revenue raising measures [4] - The justices are questioning whether trade imbalances meet the legal standard for declaring a national emergency to invoke IEEPA tariffs [4][5] Trade & Economic Impact - Approximately 60% of the tariffs implemented this term are tied to IEEPA, indicating potentially broad implications [6] - The administration is reportedly preparing to use other authorities, such as Section 232 national security tariffs, suggesting that tariffs are likely to persist [6] - The plaintiffs in the case argue that the administration could have utilized other tariff powers [5] Supreme Court's Role - This case marks the first time the Supreme Court is hearing a case related to President Trump's actual policy with potentially long-standing impact, rather than an emergency ruling [8] - The court has previously ruled on an emergency basis regarding President Trump's policies [8]

is the right way to think about a data center, utility lines, electrical lines 70, 80, 90 years ago when day one all you were doing is wiring the house for lights and then you hire wired the house for a dishwasher, a TV and everything else that goes with it and how do you think about that technology and what really is the advantage of that data center in 5 10 15 years with the power supply. I differentiate that with how you might finance a portfolio of chips GPUs that rapidly depreciate over three to five y ...

We had a sense that some good news was coming because most of the banks, the investment banks, they actually posted third quarter results for stock trading that were their best for the third quarter ever. And most of them top down the SEC's expectations, notching about 15 billion of revenue in that quarter. The clear winner here is stock traders.They have benefited, of course, from the volatility set off by Trump's tariff war, but also by the more than 30% rise of the S&P 500, helped by the sort of optimism ...

But the biggest thing is the filibuster. We have to get the country going. We will pass legislation at levels you've never seen before, and it'll be impossible to beat us, By the way, if they do.They're going to do it anyway. And they are going to immediately do the filibuster. And when they do the filibuster, they're going to pack the court.They want five, at least five. Now they I hear it's up to five. I actually heard up to seven and up to nine.Okay. They want new judges. They want to pack the court and ...