If you ask Chat-GPT or Claude to answer questions about your personal finances, they can’t do it because they don’t have the necessary context.
This is why we built @cfosilvia.
The power of AI combined with your personal portfolio.
Try it: https://t.co/587F3GAhpp
JUST IN: The battle for the CLARITY Act has hit its critical final stretch.
While Senator Cynthia Lummis warns lawmakers "not to quit at the 5-yard line," Wall Street is turning skeptical.
Galaxy Research just slashed the bill's 2026 passage odds to 60%, citing a brutal legislative clock before the August recess.
If passed, it permanently strips the SEC of jurisdiction over decentralized digital commodities ($BTC / $ETH) and hands them to the CFTC.
The ultimate rulebook for US crypto is facing its final countdown.
#CryptoNews #CLARITYAct
The AI train isn't slowing down; it's accelerating, the charts are parabolic, and if you're not nervous, you're not paying attention. Mike Novogratz and I get into all of it: the SpaceX frenzy, the jobs that are gone forever, and the conversation the Pope is having that Wall Street should probably be having too, all on this week's All Things Markets (@AllThingsMkts)
Watch/Listen on X, YouTube, and Spotify.
Timestamps
0:00 Mooch and Novo are back!
0:53 Bitcoin's "meh" moment, why crypto has lost the narrative
4:31 Michael Saylor's surprise move
5:45 Goldman raises S&P target to 8,000. Is this bull market real?
7:31 Oil shock warning: Exxon exec signals $150–$160 per barrel
10:49 Fixed income outlook and 18 years of bull market complacency
13:52 SpaceX $1.8 trillion valuation breakdown
16:50 Pope Leo XIV and Anthropic: a moral warning about AI
20:46 Claude 4.8 and the coming job displacement
22:23 Will AI crush software engineers?
24:18 Bullish vs Bearish
27:01 The $1.3B Bitcoin dark pool trade explained
31:04 What made you smile this week?
🚨 BILL GURLEY: “I would encourage people to read as much as they can about Anthropic … I don't think they think they're writing software. I think they're midwifing a deity.”
JASON: “I know some of these folks … They believe they're so powerful, that they can create God.”
Great point by @APompliano — Bitcoin is getting absolutely humbled by the rest of the market.
Down significantly from the all time highs (~40%) while the equity market continues to rip higher.
This is exactly when you want to be buying. No one is thinking about Bitcoin — everyone is loading up on overpriced AI and compute stocks, big tech and companies with outlandish PE ratios — IPOs etc.
I’ve bought the last 2 days. We are back in the deep value zone imo. The only people hodling right now have the most insanely deep conviction in the asset and those are the people who will see the greatest returns — those with unbreakable conviction.
It’s easy to be bullish when the price is going up but who can be bullish when the price is going down.
₿ullieve.
I spoke with @porterstansb to discuss why he believes America is heading toward a great financial reset by 2029.
He believes the combination of a collapse in Social Security, the currency debasement, and a breakdown of the social compact will lead to destruction of investor portfolios.
Porter describes how to build a portfolio to survive what's coming, including gold, bitcoin, timber, and his Honeycomb Portfolio strategy.
YouTube: https://t.co/Rxe0e8CTOx
Spotify: https://t.co/OLm6gJ5UNV
Apple: https://t.co/sFEoYrXSks
TIMESTAMPS:
0:00 - Intro
1:00 - What is the Fourth Turning?
3:21 - Why 2029 is the year of the great reset
9:57 - How past monetary resets happened (1933 & 1971)
12:58 - Both parties grow government — there's no off ramp
21:52 - Currency debasement & the real wage collapse
35:50 - Is there any way to stop the crisis?
42:53 - Warren Buffett's 20 years of mistakes
51:43 - The permanent portfolio explained
1:01:28 - How to price gold vs. bitcoin
1:06:39 - Bitcoin's biggest mispricing in a decade
1:10:16 - Why Timber belongs in your portfolio
1:13:42 - Honeycomb portfolio strategy & closing
Jensen Huang, CEO of Nvidia: "Every engineer is going to have and manage hundreds of agents."
I've watched every major AI talk this year. This one sentence rewired how I think about Claude.
↓ Save this before everyone copies the playbook
This is the CEO of a $3 trillion company. The man who turned GPUs into the backbone of every AI system on earth.
the part nobody wanted to hear:
> he's not saying AI is coming. he's saying it's already here
> the winners won't be the ones who know AI exists
> they'll be the ones who learned to use it before everyone else caught up
> the gap between casual users and power users is already forming. and it's about to become permanent
Right now the average person opens Claude, types something, reads the answer, closes the tab.
They've been doing that for months. Maybe years. And they think that's using AI.
It's not. That's 10% of what Claude can actually do.
Power users don't just prompt. They build workflows. They chain outputs. They control context. They make Claude think the way they need it to think.
Same subscription. Same model. Completely different results.
I built a full guide on how to get there. Every technique. Every workflow. Every shortcut.
Completely free. Zero experience needed.
Full guide in the article below.
Most of crypto is basically a clown show... Pomp's words.
Only 4 things survive according to ProCap Financial's Anthony Pompliano: Bitcoin, stablecoins, equity infrastructure, and tokenization.
Everything else? Just people spinning up coins and hoping to get rich.
Andrej Karpathy spent 4 minutes in an interview explaining a single idea
about how most people haven’t even started learning how to use AI
and everyone paying $20/month for a subscription.. that's not really using Claude at all
his point is that the real skill gap is the ability to build with AI
he identified 4 behaviors that break Claude Code and put them all into one file
a developer expanded it into 21 rules and published it - 82,000 stars and #1 on GitHub Trending
coding accuracy jumped from 65% to 94%
here's what these 21 rules actually are and why most developers using Claude every day have never configured them
the full breakdown is covered in the article below 👇
What if the Bitcoin price that seems far-fetched today is just the $100K of the next cycles?
"Put yourself two cycles before yourself, and you'd be there now."
@_Checkmatey_ on why $100K was never the ceiling and why $1M sounds exactly like $100K used to.
Dave Ramsey reveals the brutal test to determine if you should be fired for how you manage your money
Hala Taha: "How should you suggest that somebody who makes $300,000 a year budget?"
Dave Ramsey: "We call it a zero-based budget, and that's where you take your income before the month begins, and you give every dollar an assignment, every dollar a name down to zero."
"If you've got $25,000 coming in a month... we're gonna put 20 at the top of the page, and we're gonna give every dollar an assignment, every dollar a name."
"A budget is people telling their money what to do instead of wondering where it went."
"If you work for a company called You Incorporated, and you manage money for You Incorporated the way you manage money for you now, would you fire you?"
"I would fire somebody here if they have budget P&L responsibility and they don't do a budget. And they don't stick to it."
"They just willy-nilly go do whatever they wanna do and impulse a Porsche... you just can't operate that way and be successful. Winning is an intentional act."
Millennial @natebargatze = comedy done right. Highest-grossing comedian for a reason—no agenda, just hilarious 🤣🤣
Real old-school funny is winning big. 🔥
JUST IN: CNBC ANALYST JUST SAID #BITCOIN IS GOING TO $1,000,000 AND THE BANKS CAN'T STOP IT
“YOU CAN’T HOLD BACK INNOVATION”
“BTC FOLLOWS THE LAWS OF NATURE”
IT’S COMING 🚀
Mark Cuban recently outlined the #1 way to get rich during the AI gold rush.
He's been through every technological evolution, and he says THIS is the biggest opportunity of them all.
Every small & mid-sized company will soon need AI agents, and NONE of those business owners will know how to implement them.
His advice: learn Claude, learn agentic workflows, learn AI. Then walk into underserved businesses and solve their bottlenecks with AI.
He compares this to when he was 24 and helped companies learn computers/PCs.
Huge opportunity.
A man spends 50 years teaching at MIT.
He knows his time is running out.
So he records one last lecture — everything he knows, distilled into a single hour.
He died 5 months later.
This is that lecture.
The most important hour you'll watch this week. 👇
Bookmark it for later