AI moneyAI bills tripled while token prices fell: the agent-loop mathToken prices fell 98% since 2022. Enterprise AI budgets tripled. The agent-loop math explains the gap and how to model next quarter's budget.
CryptoWhy Strategy sold 32 Bitcoin: the math says it had toStrategy sold 32 BTC for $2.5M to fund preferred dividends. The $1.712B annual bill against a $900M reserve made the move mechanical, not symbolic.
MoneyWhy 401(k) savings hit a record while cash savings crateredFidelity's Q1 2026 retirement savings rate hit 14.4%, a record. Personal cash savings fell to 2.6%, the lowest since 2022. The defaults did the work.
MarketsAnthropic's $36B chip deal: read the Broadcom backstopApollo is raising $36 billion in private credit to buy Google TPUs for Anthropic. Broadcom is guaranteeing the resale value of its own chips.
CryptoCiti's $5.5T tokenization forecast: read the assumptionsCiti forecasts a $5.5 trillion tokenized securities market by 2030. The number is plausible, but the rails it grows on are mostly closed to retail crypto.
MoneyPledging Bitcoin for a mortgage: should you do it?Fannie Mae now lets you pledge Bitcoin for a down payment instead of selling. The structure keeps your crypto, but it charges you. Here is the math.
MarketsRead the bond market firstEquities get the attention. The bigger signal usually shows up in rates.
MoneyHow to get paid what you're worthThe raise tends to go to the person who asks with evidence, not the one who waits.
AI moneyYour first funnel should be embarrassingly simpleOne offer, one page, one email. Complexity is what you add after something works.