Research
AI
OpenAI’s o3 scores 136 on Mensa Norway test, surpassing 98% of human population
OpenAI’s o3 model reaches Mensa-Level IQ in independent testing.
Tokenization
Official TRUMP token unlocks begin Saturday worth $311M, followed by $3.8M daily insider payouts
The April 20 unlock initiates a daily drip, with insider wallets receiving allocations until mid-2028.
AI
AI deepfake perfectly clones ex-Binance CEO CZ’s voice, reigniting fraud fears
Zhao highlights the growing threat of AI-generated deceptions, warning of impersonation risks amid rising deepfake scams.
Bitcoin
Bitcoin historically the best performing asset 60 days after major global crisis
Bitcoin's crisis-era returns dwarf gold and S&P 500 since 2020.
Macro
S&P 500 futures fall on White House 245% tariff headline as Bitcoin lags all major asset classes
Trade tensions leave Bitcoin and equities trailing as gold and bonds shine.
Macro
Global demand for US assets declines as Bitcoin shows strength around $85k
Bitcoin's resilience near $85k signals shift in global capital dynamics.
AI
OpenAI releases 1 million token coding model GPT 4.1, available immediately via API
OpenAI's newest model phases out GPT-4.5, adding GPT-4.1 mini and nano for lower cost coding inference.
Macro
US imports crater 64%, exports 30% as trade war opens path to Hyper Bitcoinization
Corporate treasuries facing trade route volatility may consider Bitcoin as hedging alternative against fiscal interventions.
Macro
Bitcoin, equities, oil jump as trade war tariff messaging on electronics confuses market
Tariff exemptions controversy leaves Bitcoin steady, fuels equity and oil rally.
Analysis
Bitcoin flat as China announces new 125% tariff on US goods, gold spikes, oil declines
Bitcoin's flat performance highlights debate over its use as a safe-haven asset during trade conflicts.
Politics
Paul Atkins confirmed to Chair SEC as Gary Gensler’s long-term replacement
Atkins' SEC chairmanship signals potential policy shifts for digital assets, prioritizing innovation-friendly regulations over enforcement-centric oversight.
Analysis
Tariffs caused Bitcoin to decline less than equities or oil yet more than bonds and gold
Since Liberation Day, Bitcoin underperformed nearly all major assets year-to-date except oil.
