Jeremy Grantham: The AI investment boom risks overvaluation, historical bubbles provide crucial insights, and value investing’s cyclical nature remains vital | Capital Allocators
Hiten Samtani: Dubai is a stable haven for wealthy expatriates, Middle Eastern sovereign wealth funds are reshaping global markets, and the UAE’s strategic ambiguity attracts international capital | Odd Lots
Justin Drake: Quantum computing poses a tangible threat to crypto, Ethereum aims for post-quantum security by 2029, and US regulations could slow innovation | Bankless
Bill Nelson: The ratchet effect ensures higher reserve levels, challenges of reversing quantitative easing, and the critical role of effective communication in monetary policy | Macro Musings
Laurens Fraussen: Bitcoin outperforms gold as a high beta tech stock, liquidity drop fuels volatility, and open interest stabilization signals potential recovery | Unchained
Jensen Huang: Extreme co-design is essential for modern computing, the slowing of Moore’s Law demands innovation, and Nvidia’s strategic shift to AI reflects market adaptation | Lex Fridman Podcast
Polymarket tightens rules to curb manipulation, insider trading risks
Bitcoin spot volumes fall to 2023 lows as BTC rallies remain news-led
MoonPay releases open-source wallet standard for AI agents
BlackRock CEO Larry Fink pushes tokenization as next phase of markets
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