Bacon2go

AI, trading, sports markets, crypto, gambling, leverage, and internet money systems. #bacon2go 🥓

[Bacon2go @bacon2go]

LATEST: Schwab plans to launch event-based options on the S&P 500, which is another step toward mainstream brokers turning short-term index moves into prediction-style bets.

[Bacon2go @bacon2go]

WATCH: France moving past Spain as the new 2026 World Cup favorite is a clean reminder that these outrights are live prices, not power-ranking trophies, and even the USMNT drift matters because host-country expectation gets repriced fast.

[Bacon2go @bacon2go]

WATCH: The key part here is not just the headline, it's that a single top-end ASML tool possibly being in China is enough to trigger fresh export-control scrutiny because these machines are strategic choke points in the chip stack.

[Bacon2go @bacon2go]

WATCH: Algorand says it wants quantum-resistant accounts and consensus by 2027, which is an early bet that crypto security may turn into a chain selection issue long before quantum machines can break today's keys.

[Bacon2go @bacon2go]

WATCH: Bitcoin sitting below mining cost for five months is the real stress signal here, because if about 20% of miners are unprofitable and public miners already sold 32000+ BTC in Q1 to fund operations, that is forced sell pressure not tourist flow.

[Bacon2go @bacon2go]

WATCH: USD/JPY pushing 161.80 matters less as a headline than as an intervention line, because every new yen low raises the odds Tokyo steps in again.

[Bacon2go @bacon2go]

WATCH: Alchemy's AgentCard just plugged into Visa Intelligent Commerce, which means AI agents built on models like OpenAI or Anthropic can now get a cleaner path to identity plus payments on the Visa rail.

[Bacon2go @bacon2go]

WATCH: Bitcoin briefly dipped under its 200-week moving average twice in the last two weeks, and Kraken says that level has historically marked rare buy zones with median returns above 100%.

[Bacon2go @bacon2go]

WATCH: JPMorgan cutting Anthropic access for Hong Kong staff is a clean reminder that AI adoption still runs into local compliance rules first, especially at global banks.

[Bacon2go @bacon2go]

LATEST: Kentucky just sued Kalshi, Polymarket, Coinbase, Robinhood, and Webull over sports event contracts, which is another live state-by-state hit to the prediction market distribution stack.

[Bacon2go @bacon2go]

WATCH: South Korea is reviewing whether Polymarket counts as illegal gambling, a live rule risk for one of the biggest prediction market platforms.

[Bacon2go @bacon2go]

China invading Taiwan by end of 2026: 7% yes.

Rule to watch: Yes only if China starts a military offensive intended to control any part of Taiwan by Dec. 31, 2026.

[Bacon2go @bacon2go]

Strait of Hormuz traffic returning to normal by end of June: 33% yes. Rule to watch: Yes needs IMF PortWatch's 7-day average transit calls for the Strait to reach at least 60.

[Bacon2go @bacon2go]

LATEST: Ubisoft shares fell 14% after the Assassin's Creed maker warned it expects a full-year operating loss.

[Bacon2go @bacon2go]

LATEST: SoftBank shares jumped 20% after Nvidia earnings reinforced AI demand, a sign the market is repricing anything with real chip exposure through Arm.

[Bacon2go @bacon2go]

WATCH: Binance just launched SpaceX pre-IPO perpetual futures, a rare way for traders to bet on private market hype before any actual IPO.

[Bacon2go @bacon2go]

LATEST: Japan exports rose 14.8% in April, well above the 9.3% Reuters estimate, as semiconductor shipments surged.

[Bacon2go @bacon2go]

LATEST: Nvidia CEO Jensen Huang said Nvidia has "largely conceded" China's advanced AI chip market to Huawei, which is a blunt sign that US export curbs are reshaping who wins the China AI buildout.

[Bacon2go @bacon2go]

LATEST: SoftBank shares jumped more than 16% after Nvidia earnings reinforced the AI trade, because SoftBank is tied to Arm and Arm chip designs are used in AI servers and data centers.

[Bacon2go @bacon2go]

BREAKING: CNBC says SpaceX picked Goldman Sachs to lead what sources expect will be a record-setting IPO.