Behavior Outcome bias is another way we fool ourselves. (safalniveshak.com) Simple changes can have a big effect on decision making. (klementoninvesting.substack.com) For everyone, trying new stuff is hard. (allstarcharts.com) Crypto Bitcoin...

Also prime brokerage, private-wealth risks and the Strategy premium.

Podcasts Cameron Passmore and Benjamin Felix talk about lessons learned with journalist Rob Carrick. (rationalreminder.libsyn.com) Dan Haylett talks with Matt Halloran, co-founder of ProudMouth, about building a podcast. (podcasts.apple.com) Yanley...

First the good news: Nvidia will be able to sell older versions of its AI GPUs into China, the world’s second largest AI market, and the place that has half the world’s AI Talent. Nvidia founder/CEO Jensen Huang managed to execute a small political...

Presented by CLOSING BELLNvidia Can Sell To China Again The market fell while tech climbed Tuesday, after Consumer Price Index inflation data showed prices climbed about 2.7% since last year in June, a little higher than expected. It looked like the first...

OVERVIEW Well, Hello Alt Season 👋  Before we dive in, here’s today’s crypto market heatmap: Source: Santiment And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWSCrypto Week Turns Crypto Weak 🤦  13 GOP...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell slightly, while tech stocks flew after Nvidia said it would be able to sell H20 chips in China again, taking back potentially $15B in revenue, according to Bloomberg Intelligence. It’s a sign...

Also tariffs in credit agreements, JPMorgan private credit, Windsurf’s second exit and quants going to AI labs.

Good morning… In 2008 the joke was my ‘dog could get a mortgage’. In 2025, two jokes might work…my dog is placing prop bets on Polymarket and Kaslshi or my dog just started a Bitcoin Treasury Company. Let me explain… One of my favorite movies ever was...

Markets Individual investors have high return expectations. (morningstar.com) We are surrounded by financial noise. (behaviouralinvestment.com) Crypto The Grayscale Bitcoin Trust ($GBTC) generates around ‘$280 million in cash flow annually at...