Market Volatility & Investment Strategy - Market volatility is expected to return, potentially leading to an asset price explosion in the second half of the year, advising strategic positioning [2][4][6] - Historically, volatility was seen negatively, but now it's part of digitalization and financialization trends [3] - The VIX (Volatility Index) is at its lowest point in 2025, suggesting an imminent increase in market volatility [5] Tariff Revenue & US Investment - Tariff income is projected to exceed 1% of GDP, surpassing the initial estimate of $300 billion [7][8] - Private industry is committing over $10 trillion in investments into the United States [8][9] - The US is gaining advantage in the geopolitical trade realm, potentially disadvantaging those betting against it [10] Geopolitics & Trade Negotiations - The US employs a multi-lever, non-linear strategy in trade negotiations, leveraging military operations, diplomacy, economic sanctions, and oil markets [22][23][28] - Disbanding of the Klepto Task Force and discussions on Arctic routes were potential incentives offered to Russia during negotiations [30][31][32] - Arctic shipping routes are emerging as a significant geopolitical factor, influencing trade and logistics [34][35] Cryptocurrency & Digital Assets - The US government and the Chinese government are among the largest holders of Bitcoin, holding the 3rd and 4th position respectively [40] - China is seriously considering launching a yuan-backed stablecoin, potentially from Hong Kong [42] - Governments recognize the growing demand for digital assets, leading to a complex dynamic between supporting these assets and safeguarding legacy systems [44][45]

Inflation & Tariffs - Inflation came in at 2.7% year-over-year, lower than economist expectations [2] - Energy fell by 1.1%, largely driven by gas prices falling 2.2% in July [4] - Food prices were flat at 0%, and down at the grocery store by 0.1% [5] - Alternative inflation metrics indicate a real-time inflation rate of 1.8%, lower than the government's 2.7% [7] - Tariffs are considered deflationary and are proving to be so, contrary to mainstream narratives [4][6][7] Real Estate Investment - Ray Dalio considers real estate a bad investment because it's more interest rate sensitive than inflation sensitive [11] - Real estate is a fixed asset that is easy to tax, limiting diversification [12][13] - Real estate is immobile, making it difficult to move money [12][13] Bitcoin as an Automated Asset - Bitcoin is becoming the first automated asset in the digital age, with no human intervention in monetary policy, network security, or transaction validation [16] - Bitcoin is described as AI money, automated and intelligent, used to store value or transact for goods and services [17] - Bitcoin's current valuation of $2.3 trillion is considered lower than its actual worth [18] - Bitcoin's monetary policy is coded into the system and remains constant regardless of inflation, demand, or economic conditions [21][22]

Market Valuation & Monetary Policy - S&P 500 is trading at 315% of sales, the highest valuation in history [1] - Fiat currencies have fallen by at least 2% annually over the last 54 years [1] - The US has been debasing the dollar at 4% a year for over 50 years, double the Fed's target of 2% inflation [1] - The dollar has been debased by 30% since 2020 [1] US Dominance & Bitcoin's Signal - 22 of the top 25 largest companies in the world are American [1] - In 2000, only 3 of the top 10 largest companies in the world were American, now 8 out of the top 10 are American [1] - Zero out of 30 Bitcoin bull market peak indicators have hit, suggesting the bull market is not ending soon [1] Retail Investors & AI Impact - Retail investors have been trained to buy the dip, which has been a winning strategy [1] - Macro investors are missing the impact of artificial intelligence on the market [1] - AI could lead to GDP growth of 20% to 30% in five years due to increased productivity [4] Generational Shift in Finance - A new generation of internet-native individuals are ascending to positions of power and influence in finance [7] - This generation's speed of information processing, risk appetite, and constant engagement provide a distinct advantage [8] - The combination of capital, fast decision-making, and reach is shaping the future of finance [21]

Bitcoin's volatility has long been a major selling point for investors to purchase and hold the asset. So, what happens if the volatility starts to disappear. That wouldn't be good, right.Well, we don't have to guess anymore because this is starting to happen over the last 2 years. Since the launch of the ETFs, the volatility on Bitcoin has plummeted. Mitchell Ascu concludes that this decreasing volatility means that Bitcoin looks like two entirely different assets before the ETF and after the ETF.The days ...

We now have proof that student loans are a gigantic scam. There's a viral video on X right now that is going to blow your mind. I'd like to know what type of crack Sally May is smoking that they think for the amount of $40,922 they should receive back $118,3559.I understand that this is an estimated cost. The fact that they for financing the money they want $77,38359 is asinine. That is crazy.But you know what. People are signing up for it. It's all about personal responsibility.When you sign the paper, you ...

Market Impact - The potential executive order could allow individuals to invest in Bitcoin and cryptocurrencies through their 401k retirement accounts [1] - US retirement accounts hold an estimated $43 trillion, including approximately $9 trillion in defined contribution plans like 401ks [2] - The crypto industry's market capitalization is less than $4 trillion, suggesting a significant influx of capital into Bitcoin and crypto assets if the order is implemented [2] Investment Strategy & Risk - The report questions the allocation of American retirement accounts to US treasuries, which are described as assets that are essentially guaranteed to lose value over long periods of time [3][4] - The iShares 20 plus-year Treasury bond ETF has reportedly lost nearly 50% of its value in the last 5 years [5] - Traditional 60/40 portfolio allocations are criticized for potentially harming boomer portfolios [5] - The report advocates for giving investors the freedom to allocate to assets like Bitcoin, arguing it could offer a better chance to save themselves from financial disaster compared to traditional "safe" investments [6]

Now, we all got a friend who says, "If I had bought Bitcoin early, I'd have billions of dollars." No, you wouldn't. If you bought $100 of Bitcoin in 2010, you would have watched it go to 1K, 100K, and then 1.7% million. You would have done nothing.Then that 1.7% would have went down to $170K. Still would have done nothing. Then you would have watched 170K go to $110 million and still did nothing. Then you would have watched $110 million wither away to $18 million, did nothing. Then you would have watched $1 ...

Societal and Economic Trends - The percentage of young people (Gen Z) who are both homeowners and married has significantly declined from over 50% in 1950 to approximately 15% in 2025 [6] - Young people are delaying or forgoing homeownership due to financial constraints (median home price vs median household income multiple has increased from 2x to over 6x) and lifestyle choices (preference for mobility and flexibility) [11] - The percentage of 30-year-olds who are married has decreased from 90% in 1950 to less than 50% currently [17] - There's a potential resurgence in younger individuals rejecting dating apps and seeking relationships through traditional means like church, friends, and family [19][21] - Gen Z exhibits dissatisfaction and radicalism on both the left and right, potentially leading to political instability [25][26] Offshoring and Labor Market - 60% of new college graduates from the class of 2025 are unemployed or underemployed [29] - AI technology and offshoring practices are applying pressure on entry-level white-collar jobs, making it harder for young Americans to find employment [31] - Microsoft applied to fill 14,000 low-cost H1B positions while simultaneously firing 9,000 American employees [31] - The speaker advocates for mandating disclosure when US firms offshore American jobs, especially when high-paying positions (e g, investment banking associate earning over $150k annually) are replaced by lower-paid overseas workers (e g, under $50k in India) [37] - The speaker suggests taxing offshore labor, potentially at American income tax levels, to balance the cost and provide more opportunities for young Americans [39][40] Risks and Solutions - Offshoring poses security and shareholder risks, as sensitive information from American companies (e g, healthcare providers) may be sent overseas without proper oversight [41][42] - Talent distance equals risk, suggesting that hiring locally can de-risk businesses and potentially lead to better shareholder outcomes in the long term [43][44] - The speaker's firm, New Founding, invests in early-stage startups focused on solving critical civilizational problems [46]

Bitcoin Volatility & Market Dynamics - Bitcoin's volatility has been decreasing, potentially changing its investment profile [2][3][4] - The launch of ETFs has contributed to a significant drop in Bitcoin's 90-day rolling volatility, falling below 40, compared to over 60 at launch [3] - Some analysts believe Bitcoin's volatility decline could lead to a slow and steady price increase, while others anticipate a potential explosive breakout similar to the 2017 bull run [6][7][8] - Long-term, Bitcoin's volatility is expected to compress as it gains wider adoption and becomes a consensus trade [9] Humanoid Robots - Humanoid robots are becoming increasingly capable of performing complex tasks in dynamic real-world environments [11][12][13] - These robots are expected to take on various roles, from simple tasks to more complex jobs, ultimately improving people's lives [13][14] ESPN & NFL Media Acquisition - ESPN is acquiring NFL Network, Red Zone, and other NFL media assets in a significant deal [15][16] - The NFL is selling these assets after realizing that managing them is not a core competency, particularly given challenges in the cable business [18][19] - ESPN is paying $25 billion in equity value over the NFL for the assets, aligning itself with the NFL long-term [21] - The NFL may have strategically chosen a linear TV player (ESPN) over a streaming company to ensure continued bidding on NFL rights in the future [30][32][33] - ESPN is launching a direct-to-consumer streaming app and aims to integrate NFL content, sports betting, fantasy sports, and commerce into a personalized experience [36][39] Disney & WWE Rights Acquisition - Disney is acquiring the rights to WWE's premium live events for ESPN's streaming service [15][40][41] - WWE is receiving $350 million per year from ESPN, nearly double what they were getting from Peacock [43] - These deals could potentially lead to a spin-off of ESPN from Disney, creating shareholder value and allowing both entities to focus on their respective strengths [46][47]

Cryptocurrency & Investment - The White House is rumored to allow individuals to buy Bitcoin and cryptocurrencies in their 401k retirement accounts [1] - US retirement accounts hold an estimated $43 trillion, including about $9 trillion in defined contribution plans like 401ks [1] - The entire crypto industry's market cap is less than $4 trillion [1] - Over the last 50 years, the purchasing power of the US consumer dollar has fallen by over 83% [1] - The S&P 500 has increased by over 150 times even after accounting for inflation [1] - The ishares 20 plus year Treasury bond ETF has lost nearly 50% of its value in the last 5 years [1] Student Loans & Education - One example shows a $40,922 student loan potentially requiring a repayment of $118,355.59, with $77,383.59 attributed to financing costs at a 13.500% fixed interest rate [1] AI & Technology - Chat GPT usage has decreased since school got out [2][3][5]