Bitcoin dominance has increased over the last 4 years with Bitcoin Treasury Companies, ETFs, institutions, and US support. I expect it to keep increasing as stablecoins, tokenization, big bank adoption, and global support expand the digital asset economy around Bitcoin.

Anthropic S1 is officially public 💰 Two of the most visible builders behind Claude Code (@trq212 and @amorriscode) left the company last week, which many believed signaled the IPO was upon us. Based on some AI research of 6 recent tech IPOs, assuming nothing happens like the Cerebras withdrawal and refile, we’re looking at somewhere between November 17 2026 and February 28 2027 for the IPO. Anthropic valuation has 15x’d since last summer. The vesting schedule is 4 years with a one-year cliff. So if you were granted $4M in RSUs only 18 months ago and left, you already have over $20M in RSUs. And that’s at today’s price and doesn’t factor in an IPO bump or dip. If you’re thinking of buying a home in SF and can afford one, you may want to snag one in the next month before thousands of new millionaires are minted (although some sellers were already accepting Anthropic and OpenAI RSUs as a form of payment).

4 years ago, Boris Johnson convinced Zelensky not to sign a peace deal with the Russians to end the War, it had already been agreed in principal. That is, Until the Englishman arrived. This is Kiev today. 1.5 million dead and crippled. The country smashed.