Alex Falcon

Something happened in the U.S. Treasury market that’s hard to ignore. The quarter closed with 20-year Treasury yields at 5.68% and 30-year yields at 5.64%. These are levels the market hasn’t seen in more than 20 years. And this is no longer just a random spike lasting a couple of days, but a very noticeable shift in the cost of long-term borrowing. Why are yields rising? Investors want an increasingly larger premium…

Saylor predicts a crypto market reversal Michael Saylor, whose fund Strategy now holds 4% of all Bitcoin in existence, called the next 10 years a “gold rush” for BTC and said the bear market is over. He’s also back to buying: a few days ago, Strategy bought another $143 million worth of BTC . What’s interesting: Saylor believes the next major growth driver will be traditional banks . They’ll start issuing loans…

AI already knows your price McDonald’s has rolled out a system that calculates how much people are willing to pay for a specific item. It looks at millions of orders, competitors’ prices, and how customers respond to price increases. If people at one location are willing to pay more for a Big Mac without hesitation, the algorithm takes that into account. A real-world example: At two McDonald’s locations just 3 km…

The head of Anthropic: We need to slow down the development of AI because we’re losing control over it, and it’s unclear where this could lead. Also the head of Anthropic: Opens a secret biolab so AI can conduct biological experiments largely on its own, with minimal human involvement. Good plan 👍

“Stop AI!” It may seem like we’ve heard those words from just about everyone in recent years. But now the head of Anthropic (the company behind Claude) has officially joined them. He published an entire essay and called for slowing down the development of the most powerful AI systems . He was quickly backed by Sam Altman, Elon Musk, and the head of Google DeepMind. Now, that’s something new. And honestly, the reason…

Funds started buying up 10–20% stakes in crypto projects It was 2026, but most people still knew only Bitcoin when it came to crypto. Maybe Ethereum, too. Meanwhile, big money was quietly buying stakes in different coins and getting ready for something. Even though hardly anyone was talking about it. But here are a few examples: 🔘 Apollo, a fund managing more than $900 billion, is looking to acquire up to a 9% stake…

Is ChatGPT destroying Wall Street? OpenAI rolled out ChatGPT for finance today. It includes data on roughly 13 million companies and 3 million transactions. You can give it a specific stock – anything from a company like Apple to a little-known business. And get a full breakdown: how revenue and earnings are growing, how much debt the company has, how it stacks up against competitors. And how much the stock could be…