Silviu C.

ARK Invest CEO Cathie Wood on $2600 Tesla price target: An autonomous ta... youtu.be/rZCqiKATyLQ?si… via @YouTube $TSLA

The World soared to its highest level of uncertainty in history last year, surpassing Covid, the Global Financial Crisis, and the Dot Com Bubble 👻🤯👀

Futures open in 8 hours. Yet, it has been an eerily quiet weekend with no peace talk headlines and no denial of news that the US is planning a ground invasion of up to 2 months into Iran. We ended last week with US oil prices at $101/barrel, the S&P 500 at a 232-day low, and the US 10Y Note Yield at 4.44%. Yet, still no effort to contain the bond market as it nears crisis levels last seen during "Liberation Day" in April 2025. Unless this changes over the new few hours, it appears that bond markets are setting for a move above 4.50% on the 10Y Note Yield. History continues to suggest that some sort of *attempted* bond market intervention is coming. Buckle up for a big week ahead.

Zero countries in Europe want incoming migrants. They all want deportations. Yet for some reason, their governments refuse to do it. Why?

🚨 NEW: This could be the first time in Bitcoin's history that we see the first 3 months close in the red.

🚨 JUST IN: Bitcoin may record its first-ever triple red start to the year. January (-10.17%), February (-14.94%), and March (-0.76%) are all in the red, something NEVER seen before in $BTC history. Q1 2026 is now down -24.16%, making it the 3rd WORST quarter ever for Bitcoin.

Tech Stocks are now trading at their cheapest valuations relative to the S&P 500 in more than 7 years 🚨🚨🚨

Cybertruck is quicker than a Porsche 911, more powerful than a Ford Raptor

Unlike the housing/mortgage crisis in 2007-8, there is a solution to the private credit situation: take the hit. The vast majority of companies are solvent so sell them, take some losses. Don't get Dead!

The Starship factory is stunning

Tesla AI self-driving will be >10X safer than human driving

It is time for the Senate Filibuster to END.

🇺🇸 LUMMIS: Senator Lummis says the CLARITY Act will deliver the strongest developer protections.

Folding croissants with chocolate filling.

US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts on record. In other words, tech stocks are the cheapest relative to the broader market in 7 years. By comparison, the technology sector was ~47% more expensive than the S&P 500 at the June 2024 peak. Tech stocks are now on track to become cheaper than the S&P 500 for the 1st time since 2017. Is it time to buy tech?

The Iran War has wiped $12 TRILLION from global markets; more than the entire economies of Germany, Japan, and the UK combined.

Europe will love Tesla self-driving! Due to the extreme regulatory burden of the EU, which in general stifles innovation in Europe, Tesla owners there have been stuck with basic lane-following.

Who's Actually Building? 171,000 commits. #6 in the entire blockchain industry. Ahead of Bitcoin. Ahead of Solana. Ahead of Avalanche, NEAR, Sui, Polygon, Aptos, and TON. Almost 2x Solana. Nearly 3.5x Aptos. The data is public. I'm not writing this to flex. I'm writing it because the people doing the real work deserve to see it reflected somewhere other than a Git log. ─── Building through a market like this is brutal. The price bleeds. Liquidity gets extracted by professionals who've never deployed a contract. Narratives rotate every two weeks. The projects that survive aren't the loudest, they're the ones that refuse to stop shipping. We shipped Supernova while the market did everything it could to make us irrelevant. 150,000 lines of new protocol code. 20 months. A complete rearchitecture of how consensus and execution interact. 88ms block finality on 600ms slots. The block finalizes before the round ends. 120,000 TPS burst mode on the same validator hardware. 3,200+ nodes. Full sharding intact. We didn't build this because the market asked for it. We built it because it was the right thing to build. ─── The market rewards narratives. It rewards projects that rename themselves to match whatever's trending. It doesn't reward the team that designed inclusion proofs so blocks finalize before execution completes. It doesn't reward 171,000 commits. It barely notices. But here's the thing, infrastructure doesn't need the market's permission to work. Over 500 million transactions processed. 3,200+ validator nodes across four continents. And now, sub-second finality on every transaction type. ─── People ask: "What's left for blockchain when AI takes over everything?" Wrong question. AI agents need to transact autonomously. They need identity. They need programmable money that settles in milliseconds. They need micropayments at scale without a human clicking "approve." Credit cards can't do this. Bank wires can't do this. These rails were built for humans, not machines. This is where the entire stack is converging. Look at what happened in the last 90 days: Visa launched agentic payment tools. Mastercard acquired BVNK for $1.8B. Coinbase is pushing x402 hard. Circle is racing for stablecoin dominance. Stripe built ACP with OpenAI. They're all building pieces of the same stack: identity, payments, settlement, stablecoins. We built the whole thing. On one chain. x402 for autonomous agent payments. MX-8004 for on-chain agent identity. UCP, ACP, AP2, MCP for agent communication and commerce. xMoney for regulated stablecoin issuance and fiat-to-crypto connectivity under MiCA. Relayed v3 for gasless transactions so agents don't need to hold tokens to start. Six protocols. Regulated stablecoins. Fiat rails. One network. The stack that Visa, Stripe, and Coinbase are assembling from separate pieces, we shipped as a unified layer. ─── And the community. Every validator who kept running through the drawdown. Every builder who deployed when nobody was watching. Every staker who stayed. 171,000 commits. Supernova. Battle of Nodes. Cointelegraph joining as a validator. EGLD named in an Arizona state strategic reserve bill. The signals are there. The infrastructure is live. The convergence between AI, payments, and blockchain isn't five years away. It's happening now. The teams that built through the hard part don't need to pivot when the opportunity arrives. They're already there. We're already there.

Model Y is #1

Raiffeisen Bank is buying BBVA’s Romanian Garanti unit for €591 million ($680 million) as it refocuses operations in central and eastern Europe to move past difficulties at its Russian unit bloomberg.com/news/articles/…

The uniparty in action