Crypto MSCI ($MSCI) is reviewing the status of crypto treasury companies in their indices. (barrons.com) Why Strategy ($MSTR) has some many copycats. (coindesk.com) Meta Why Meta ($META) won its case against the FTC. (platformer.news) WhatsApp is...

Books Insights from Ray Madoff’s “The Second Estate: How the Tax Code Made an American Aristocracy.” (crr.bc.edu) Five insights from Walter Isaacson’s new book, “The Greatest Sentence Ever Written.”...

Well, Google saw OpenAI’s ‘warmer’ ChatGPT 5.1 and raised it a tad with Google Gemini 3 today. It was anticipated for a while this AI Tech Wave. And the launch today to its paying customers does not seem to disappoint. This version of Google’s latest LLM...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market climbed into the close on Wednesday, the S&P 500 breaking its four-day losing streak as the street looked forward to the return of the king. Nvidia came in with yet another earnings beat,...

CLOSING BELLOutta The Park The market climbed into the close on Wednesday, the S&P 500 breaking its four-day losing streak as the street looked forward to the return of the prodigal AI datacenter leader to report. Nvidia came in with yet another...

OVERVIEW Release The Kraken 🦑 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView CRYPTOTWITSJoin Us Tomorrow At 11 AM EST 👇️ Join our Space on...

Sneakers, BDC liquidity, NAV loans, the crypto treasury trade and the meme numbers.

Strategy What’s really behind the push to ‘democratize’ alternative investments? (ofdollarsanddata.com) Ten lessons from Warren Buffett including ‘Exhibit humility.’ (morningstar.com) Why being a long term investor is so...

Good morning… It is ugly out there in crypto land and the selloff is accelerating. In January of this year I wrote – pace yourself for the crime. Unlike the rest of the technology podcast grifters, I thought it was a terrible idea to make David...

Podcasts Peter Lazaroff talks year-end equity comp issues with John Owens, Managing Partner at Brooklyn Fi. (peterlazaroff.com) Matt Zeigler and Justin Carbonneau talk with Bill Bengen, author of “A Richer Retirement: Supercharging the 4% Rule to...