This is unprecedented:
On August 22nd, 2025, the Trump Administration announced that the US took a 10% stake in Intel, $INTC.
This position was purchased at $20.47/share, worth $8.9 billion, and it was followed by a $5 billion investment by Nvidia just 27 days later.
Today, Intel hit its highest level on record, with this position now up +315% for a gain of +$28 BILLION.
Intel is on track for its largest daily gain since October 29th, 1987.
Truly unprecedented.
Digital assets are being woven into the fabric of America’s financial system.
I look forward to a Federal Reserve chair who not only understands that, but embraces it.
JUST IN: The U.S. military confirms it is running a live $BTC node for cybersecurity testing, with Admiral Paparo telling Congress Bitcoin has "incredible potential" as a tool of American power projection versus China.
Bitcoin continued to build up last week, making a new recovery high of $78,344. The rally off the $60,033 low could still be described as a bear flag (not unlike the bear market rally last fall), but my sense is that Bitcoin continues to build a large base here in preparation for the next major up wave.
🇺🇸 The U.S. Treasury just bought back $15 billion of its own debt in a single day, the largest buyback in history.
Here's what that means in plain English: the government is essentially buying back loans it took out years ago, before they're due.
It sounds responsible, but the reason they do it matters.
When the Treasury buys back old debt, it pumps cash into the financial system.
Banks and investors who held that debt suddenly have money to reinvest.
It's a way of injecting liquidity without calling it what it is.
The timing is worth noting.
Markets have been volatile, confidence in U.S. debt has been shaky, and foreign buyers have been quietly stepping back from U.S. treasuries.
A record buyback right now is either very good housekeeping or a sign they needed to do something fast.
The Treasury says it's routine. $15 billion in one day, a new all-time record, right in the middle of a trade war and a shooting war… Routine.
Long time friend of @saylor and fellow Bitcoin maxi John Ternus just took over as Apple CEO.
Their next ‘iPhone moment’? Simple: Copy @Strategy’s playbook, stack sats aggressively, make Bitcoin the corporate treasury standard.
The iPhone of money is coming.
Buy Bitcoin and self-custody. 😂
BREAKING: $11 TRILLION CHARLES SCHWAB JUST TOLD 40 MILLION INVESTORS IT'S TIME TO START ADDING #BITCOIN TO PORTFOLIOS
THEY ARE RECOMMENDING UP TO 7% ALLOCATIONS
THE 60/40 PORTFOLIO IS OFFICIALLY OVER 🔥