CryptoRand

Public companies added 7,000 $BTC in March. Strategy was responsible for 94% of it.
Is this concentration bullish or a mistake we will regret?

Geopolitical crisis and Gold is the worst performing asset. Refreshing times

FIFA said "dynamic pricing" and chose violence

GM guys! Morning walk and back to charts, have an amazing day 🙌🏻

OpenAI is worth more than double Anthropic and yet most developers I talk to mass migrated to Claude this year... let's see how this ends

⚡️ Tom Lees Bitmine bought another 45,000 Ethereum today... conviction

🇺🇸 US Treasury Buybacks:
2000 to 2002: $67.5B total across 45 operations
2003 to 2023: Literally zero
2024 to 2026: Over $500B
Something is broken

Claude has 54% chance of being the best AI by December. While ChatGPT is sitting at just 10%.
Are we watching a dethroning in real time?

Central Banks now hold more Gold than US treasuries for the first time in 30 years.
The most powerful financial institutions on earth just did a silent bank run on America.

Stablecoin volumes went from $350B/mo to $1.8T/mo in under two years.
Solana taking the lead from Ethereum and Tron in a blink

On Running is cannibalizing Nike with no mercy

What's the next technology sitting at the top left of this chart right now that nobody is paying attention to?

GM from the Spanish paradise! 🙌🏻

Foreign investors poured $18.5 billion into Chinese real estate in 2021. Then Evergrande collapsed and geopolitics shifted. Then rents dropped the most on record.
Now Blackrock and Carlyle are fire selling buildings for less than they paid.
$6 billion left and the exit is really crowded...

Retail had paper hands in Q1, while businesses continued to stack