Tech giants are spending $610B on AI infrastructure. Bitcoin dropped below $65K with Fear and Greed at 5. Plus: a KYC company exposed 1 billion records, and Anthropic just cratered the cybersecurity sector.
The Supreme Court struck down Trump's IEEPA tariffs 6-3. Bitcoin dropped below $65K with $230M in liquidations. Plus: a scenario where AI bullishness is actually bearish for the economy.
A Japanese toilet maker and an MSG company control the most critical chokepoints in AI infrastructure. Plus: stealth inflation in your wallet, boomers hoarding 73.7% of wealth, and why Bitcoin is the only incorruptible blockchain.
Security researchers exposed 53MB of source code revealing how KYC provider Persona and OpenAI built a surveillance machine that screens millions with facial recognition and files reports directly with FinCEN.
The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.
Q4 2025 banking data: US banks expanding loans into deteriorating credit while changing modification rules to mask the damage. Plus AI tutoring, Simplicity on Bitcoin, Epstein files, and LTH capitulation.
The economic health of a nation can often be gauged by examining a variety of interconnected indicators. In the United States, a synthesis of lending standards, commercial lending, and employment trends provides a composite view of the economy's trajectory.
In this episode of The Last Trade, Gary Brode joins Marty, Jesse and Michael to cover a broad range of economic and financial topics, responding critically to Jason Calacanis's optimistic view on the economy, as presented on the All-In podcast.
Tech giants are spending $610B on AI infrastructure. Bitcoin dropped below $65K with Fear and Greed at 5. Plus: a KYC company exposed 1 billion records, and Anthropic just cratered the cybersecurity sector.
The Supreme Court struck down Trump's IEEPA tariffs 6-3. Bitcoin dropped below $65K with $230M in liquidations. Plus: a scenario where AI bullishness is actually bearish for the economy.
A Japanese toilet maker and an MSG company control the most critical chokepoints in AI infrastructure. Plus: stealth inflation in your wallet, boomers hoarding 73.7% of wealth, and why Bitcoin is the only incorruptible blockchain.
Security researchers exposed 53MB of source code revealing how KYC provider Persona and OpenAI built a surveillance machine that screens millions with facial recognition and files reports directly with FinCEN.
The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.
Q4 2025 banking data: US banks expanding loans into deteriorating credit while changing modification rules to mask the damage. Plus AI tutoring, Simplicity on Bitcoin, Epstein files, and LTH capitulation.
The economic health of a nation can often be gauged by examining a variety of interconnected indicators. In the United States, a synthesis of lending standards, commercial lending, and employment trends provides a composite view of the economy's trajectory.
In this episode of The Last Trade, Gary Brode joins Marty, Jesse and Michael to cover a broad range of economic and financial topics, responding critically to Jason Calacanis's optimistic view on the economy, as presented on the All-In podcast.
Historically, a yield curve inversion has been a precursor to recessions. In 2023, the yield curve had been inverted for a length of time generally preceding economic contractions, suggesting a high probability of a recession in 2024.
The interplay between global asset prices and liquidity is a critical area of focus for investors and policymakers alike. Understanding the dynamics that drive these financial variables provides insight into the broader economic climate.
Recent developments in the Red Sea region have caused significant changes in maritime routes, with over 100 vessels opting to bypass the Red Sea.
As the year 2023 comes to a close, it’s fascinating to reflect on the dynamism of international trade, the underpinnings of our financial systems, and the looming concerns around currency strength and sovereign debt.
Traditional markets generally maintained gains from the past few weeks even as economic indicators continued to look mixed.
