So with that being said, my honest my honest thought is that this will probably hold for a while and there's only positive outcomes for the market that really anticipates or not anticipate sorry wrong word that counts upon stability. Right. When we have economic trade stability, markets tend to be more optimistic.It's when fear or uncertainty comes into the markets that we become pessimistic as a whole. So I think this is net positive for us uh not just in the >> capital market structure on Wall Street but ...

Market Analysis - A well-planned and coordinated market dump occurred [1] - Altcoins experienced a significant drop of 60%-70% in a single candle [1] - Large entities likely filled their orders during the dump [1] - A V-shape reversal and parabolic rally are anticipated [1] Potential Triggers - An "ancient whale" opened a billion-dollar short position [1] - The Treasury Secretary is intervening to ensure market stability [1] - Trump announced 100% tariffs after the US market close [1]

Market Stability & Government Action - U S Treasury to take "exceptional measures to safeguard market stability" [1] - The market anticipates potential monetary easing ("money printers are warming up") [1] Potential Implications - Expectation of increased market liquidity ("full send incoming") [1]

BREAKING:🇺🇸 SCOTT BESSENT SAYS US TREASURY READY TO TAKE IMMEDIATE EXCEPTIONAL MEASURES TO ENSURE MARKET STABILITY.BULLISH FOR CRYPTO 🚀 https://t.co/1qBOSwJBNh ...

Trade Relations - US official indicates India trade talks are on a positive track [1] Market Impact - Positive trade talks are bullish for market stability [1]

Core Viewpoint - President Trump is advocating for a shift from mandatory quarterly earnings reports to semiannual disclosures for U.S. public companies, arguing that this change would reduce costs and allow executives to focus on long-term growth [1][3]. Group 1: Proposal Details - The proposal requires approval from the Securities and Exchange Commission (SEC) [2]. - Trump emphasized that companies should not be forced to report quarterly but rather on a six-month basis, suggesting that this would alleviate short-term pressures on American firms [3]. Group 2: Historical Context and Support - This idea is not new; during his first term, Trump had previously directed the SEC to explore the possibility of six-month reporting, but the initiative did not progress due to concerns about investor transparency [4]. - Business leaders, including JPMorgan Chase CEO Jamie Dimon and Berkshire Hathaway chairman Warren Buffett, have long supported this argument, criticizing the focus on short-term profits created by quarterly reporting [4]. Group 3: Industry Reactions and Comparisons - The Long-Term Stock Exchange is preparing to petition the SEC to allow companies to move away from quarterly reporting, citing the burdensome nature of being a public company [6]. - Supporters of the current quarterly reporting system argue that it provides necessary transparency for shareholders and policymakers [7]. - Economists warn that reducing report frequency could limit investor oversight and market stability [8]. - Internationally, Trump's proposal would align U.S. practices more closely with Europe and the UK, where companies typically report every six months but can opt for quarterly results [11].

Market Stability - Stablecoins are considered crucial for maintaining market stability [1] Dominance - The report questions whether USDT and USDC will continue to dominate the stablecoin market [1]

Market Trends & Stability - The Gen AI landscape is showing signs of stabilization, with fewer new entrants compared to previous periods [1][2] - A significant portion of the top AI applications have consistently remained popular over multiple evaluation periods, indicating a degree of established market presence [2] - Chat applications continue to dominate the AI space, but other categories are emerging [4] Competitive Landscape - While one application leads in web traffic with Gemini following, there is a long tail of applications catering to niche functionalities [9] - Many AI applications with millions of users focus on specific tasks, indicating a market for specialized tools [10] - The availability of open-source models and APIs enables companies to build specialized products for specific customer needs [11] User Behavior & Monetization - Consumers are using multiple AI applications for different purposes, suggesting a lack of consolidation around a single dominant tool [6][7] - Subscription models are emerging, with some costing $200 per month, potentially leading users to make choices based on value [7] - Paid users of generative AI products show similar retention rates to pre-AI subscriptions, suggesting a perceived return on investment [15] Enterprise Adoption - Enterprise adoption of AI is expanding rapidly, with companies transitioning to enterprise solutions much faster than in the past [13] - Some AI companies are generating significant revenue from enterprise clients within a short timeframe [13][14] Investment Strategy - Investment firms are focusing on both model companies and application layer companies [18] - There is a particular interest in companies building vertically-oriented products for specific users with unique insights [18][19]

Market Dynamics - The market rewards stability over intelligence [1]

Investment Philosophy - The focus is on achieving stability rather than outperforming the market [1] - The goal is to become resilient and steadfast within the market [1]