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Fintech has grown up, and the IPO market is proof. Sahej Suri of Blue Dot Investors tells @RemyBlaireNews the bar to go public last year was the highest it's ever been, pointing to a broader flight to quality across the sector. "A lot of these businesses are more profitable than they've ever been before."

The Knicks are the lone major market standing in the NBA playoffs. @RickHorrow of @HorrowSports tells @JohnyOnTheFloor the same pattern holds in the NHL, with Carolina, Colorado, and Vegas among the final five franchises, leaving big-market teams largely on the outside. "The storylines are about the players, not necessarily the markets."

The bottleneck in the AI buildout is shifting from chips to energy. @KyleReidhead of @MilkRoad tells @JD_Durkin semiconductors still have plenty of runway with $1.1T in AI CapEx projected next year, but data center energy capacity is becoming the next constraint. "We want to convert energy into intelligence."

Privacy and AI agents are this year's biggest narratives in digital assets. @soultaker_eth of @Mercuryo_io tells @RemyBlaireNews solving the privacy layer is making institutions ready to integrate more digital asset products, while agents are letting companies work together "without actually talking to people."

End of an era. Never forget when he asked someone to close the door.

AI agents are answering user queries directly, cutting traffic to the websites that power the internet's ad and referral economy. @e_woodford of @zerohashx tells @RemyBlaireNews "the creators need to be paid," and stablecoins are a "huge unlock" for settling instant payments between billions of agents and creators.

Crypto could be the populist movement's next target, says Mark Bloomfield of @ACCFmedia. He tells @Johnyonthefloor California's 2026 Billionaire Tax Act is leading 52-33 in polls as criticism of wealthy elites gains momentum, with the wave likely to "include people involved in crypto." "I wouldn't be surprised if they'd take a look at what all this blockchain and cryptocurrency is about."

AI has dropped the cost of crypto hacks to nearly zero. @Houlgrave of @WalletConnect tells @Johnyonthefloor DeFi hacks have spiked this quarter, making the Ethereum Foundation's clear signing initiative a critical step for end users. "The ability for an end user to have trust in that transaction is really, really important."

The Clarity Act could be crypto's Securities Act of 1933 moment. @brunocaratori of @hashdex tells @Johnyonthefloor the bill is "by far the most fundamental step" on the legislative front, giving the industry "a framework to close the economic loop on blockchain networks."

$1 million Bitcoin is coming, says @LloydBoyLuke. He tells @Johnyonthefloor $BTC could get there over the next 10-20 years as the government keeps deficit spending and the dollar weakens, with a 1% position potentially turning into a 20% position. "Bitcoin's a hedge against the entire economic system."

I joined Taking Stock on @FINTECHTVglobal to share my thoughts on Memory stocks and the AI infrastructure build out the tl;dr i think we're going higher for longer the demand is real and I don't think its stopping anytime soon the bull market lives on

Stock futures lower as Trump-Xi wraps with a Boeing-jet deal and CLARITY clears Senate Banking. @LloydBoyLuke, @RickHorrow, @Houlgrave (@WalletConnect), Bruno Caratori (@hashdex) & Mark Bloomfield (@ACCFmedia) join @Johnyonthefloor on Market Movers. x.com/i/broadcasts/1…

Today’s NYSE Walk with @JD_Durkin: ➡️ NVIDIA $NVDA: UBS reiterates Buy and raises its price target to $275 ➡️ Whirlpool $WHR: Goldman Sachs downgrades to Neutral from Buy ➡️ Rocket Lab $RKLB: New Street initiates Buy 🟢 Ford $F +6.71% heads for its best week in six years

Large cap CEOs are getting cautious as credit stays expensive and global uncertainty mounts. Dena Jalbert of @Align_BA tells @JD_Durkin that pullback could fuel an acquisition wave in the middle market, with big companies turning to "buy it" instead of build it.

Today on Taking Stock | Dow reclaims 50,000 as the S&P 500 hits 7,500 for the first time. @Align_BA CEO on expectations for Trump-Xi summit and a Warsh-led Fed + @Nuvemshop discusses Brazil's e-commerce market. @JD_Durkin has more after the close. x.com/i/broadcasts/1…

Clarity Act advances, still faces potential hurdles as timeline narrows. Stay tuned as ‘Market Movers’ breaks down what it will take to get market structure legislation in 2026 with upcoming guests @ccatalini @KristinSmith @TuongvyLe12 @baehr on @FINTECHTVglobal

Sensus Health just unlocked full Medicare reimbursement for skin cancer treatment after 15 years of work with CMS. @Sensus_Health CEO Joe Sardano tells @RemyBlaireNews it's "a very, very big opportunity" for the company, its physicians, and the patients they serve.

🚨 BREAKING: Senate Banking Committee advances the CLARITY Act in a 15-9 bipartisan vote, sending crypto’s market structure bill to the Senate floor after a 4-month standstill.

Fighting fraud doesn't have to mean more friction for customers. Colton Pond of @SocureID tells @RemyBlaireNews "fraudsters coordinate and collaborate," and good actors have to do the same. "There is a way for more data to be able to both decrease friction and get good users through, while also decreasing fraud as well."