Bond are "crashing." The fed may raise 25 bps. Oil is rising. Inflation is out of control. Wait out the Midterm seasonals These are a distraction for investors while the facts are that global earnings and revisions grow, the economy is strong, valuations are going down, inflation expectations, bond vol and spreads are anchored lower and the center of the AI universe NVDA is about to make all time highs. The investment story for the next year is the merge of AI + crypto. As agents become economic actors, they’ll need more compute, wallets for payments, stablecoins, tokenization and 24/7 markets. Agents don't get scared by X posts about "scary" bond charts. They only care about reaching their goals which is about making money. That is the real story for the next year. Don’t get caught staring at endgame bear porn while the new financial system is being built. If you believe crypto is a scam and have never spent time on learning how it is for agents and not humans, you are already behind. Catching up will be difficult. Do your homework on crypto now. Start with this weekend's video. New video: The Bond Market “Crash” Is a Trap — AI Agents Are About to Ignite Crypto