President Donald Trump and Chinese President Xi Jinping have no shortage of topics to cover when they meet at the White House on Thursday. Tyler Kendall has more

optics/AI infrastructure players LONG I never expected ECOC to become this widely discussed. Even when I started on X in 2025, I was surprised by the attention. This year, 2026, feels completely different. So many Substackers and people on X are now covering ECOC announcements and the companies behind them almost in real time. Optical networking and photonics are clearly no longer niche topics.

HOT TOPIC: The 50 week MA just said no at $81K 🛑 Once reclaimed, this line confirmed 11 of 13 bitcoin:native bottoms. Yet big names still call for $50K, and the sellers at $81K were real. Bull trap or breakout loading? 👇

HOT TOPIC: Bitget's $388M hacker, no freeze in sight 🥷 Bitget asked THORChain to block the attacker's wallets. THORChain's answer: a halt is not a freeze, and it doesn't censor by design. Meanwhile, 2,390 stolen $ETH became 75 $BTC in 27 swaps this morning, and $RUNE is up 25% on the week 👇

HOT TOPIC: Clarity odds explode 32% → 43% in a day 🚀 Rumors say Trump accepted the ethics deal blocking the bill. No published text, no official word, and the Senate clock runs out in early August 👇

"The world makes no sense if you think everyone is born exactly the same." @KonstantinKisin asks @nathancofnas what motivates him to tackle controversial topics despite pushback from all sides. His answer: ignoring natural group differences forces society to blame "mystical injustice" for inequality, meaning there will be no peace until we accept biological reality.

🔥 HOT TOPIC: Strategy's $53B Bitcoin bet is on watch. MSCI is weighing a rule that could knock Strategy off a major stock index. No forced Bitcoin sale, but financing could get a lot harder. Pick a side: