President Trump today signing the landmark Genius Act into law. It's the first major piece of crypto legislation in US history. The bill boosting crypto further into the mainstream now offering a regulatory framework for a so-called stable coin in the economy.This is the Trump administration prepares to potentially sign another groundbreaking executive order paving the way for 401k retirement saving plans to invest in private assets. We're going to explain all this. So, what could these changes mean for you ...

You aren’t bullish enough.The Kobeissi Letter (@KobeissiLetter):BREAKING: President Trump is set to sign an executive order as soon as this week that would allow 401k retirement plans to invest in crypto.This opens $9 TRILLION worth of capital for alternative investments like crypto, gold, and private equity. ...

Trump eyeing executive order to allow crypto, gold, and private equity in 401(k) retirement plans: report https://t.co/EY5StSJElg ...

Policy & Regulation - U_S_ President Donald Trump is preparing an executive order to allow 401(k) plans to invest in alternative assets [1] - The order would open up the $9 trillion retirement market [1] - Regulators are instructed to assess remaining barriers [1] - Considering a safe harbor to limit legal liability for plan administrators [1] Investment Opportunities - 401(k) plans may invest in crypto, gold, and private equity [1]

Just In: Trump to sign Executive Order opening up the $9T retirement market to crypto, gold and private equity https://t.co/IOG9OQ63e4 ...

Paul Singer’s Elliott built a reputation for its frequent legal brawls to squeeze more value from its investments in public companies. Now the firm is picking a fight over charges in the opaque world of private equity https://t.co/nWn89USDQ5 ...

The Trump administration is finalizing an executive order that would pave the way for 401(k) retirement savings plans to invest in private equity https://t.co/qvTIt2Kz2w ...

Defense Industry Trends - Increased venture funding for defense startups driven by ongoing conflicts, potentially leading to further innovation [1] - Expectation of a durable trend of increased spending in the defense sector, possibly a continuation of the Cold War or the beginning of World War II [2][3] - NATO member countries are committing to spending 5% of their GDP on defense [3] - Cultural aversion in Silicon Valley towards supporting American defense is diminishing, making the sector more attractive for investment [4] - Market pull for the entire defense supply chain, including startups, is increasing [4][5] Procurement Challenges & Solutions - Both increased overall defense spending and a reallocation towards more efficient, higher-tech defense companies are anticipated [6] - Lengthy procurement cycles (NATO: ~17 years, US DoD: ~7+ years) pose a significant challenge for startups [7] - Efforts are underway to reduce and rationalize procurement cycles to enable startups to participate effectively [8] - Bureaucratic processes and a lack of financial incentives in the military hinder the adoption of innovative solutions from startups [11][12][13][14] Venture Capital & Private Equity Concerns - Illiquidity and lack of distributed capital (DPI) are major crises facing VC and private equity [17][18] - The concept of "private forever" is alarming because the industry depends on long-term liquidity to pay back distributions [20] - Extension of fund lifecycles (from 8 years to 12-15 years) and compression of fees are indicators of the liquidity crisis [21]