for the first time in years, I’m adding to my long term Bitcoin stack
not because it can’t go lower
but because I think it’ll go much higher eventually
goodluck to all.
Summary of Romain Molina’s Investigation: Key Allegations About FIFA & AFA Corruption 🇦🇷🤯
— Molina alleges FIFA protected the AFA despite major money-laundering and embezzlement investigations worth over $300 million.
— FIFA cleared youth women’s coach Diego Guacci of harassment and mistreatment allegations due to insufficient evidence.
— FIFA allegedly exposed the identities of complainants despite promises of confidentiality.
— The AFA reportedly knew about the allegations against Guacci but allowed him to remain in his position.
— Players allegedly described the AFA as a “mafia” and feared retaliation for speaking out.
— Nine days before Argentina won the 2022 World Cup, the AFA handed its international commercial rights to a newly created Miami company.
— FIFA reportedly paid World Cup prize money directly to that private company instead of the AFA.
— The company allegedly received an unusually high 30% commission on the AFA’s international revenue.
— Money from FIFA, Adidas, broadcasters, and sponsors was reportedly moved through several companies and American banks.
— Millions were allegedly transferred to shell companies linked to bankrupt or financially struggling individuals.
— Some recipients reportedly disappeared, changed their contact details, and suddenly appeared wealthier.
— The funds were allegedly spent on luxury homes, planes, yachts, and activities unrelated to football.
— Investigators suspect AFA officials personally benefited, including through luxury properties registered under other people’s names.
— Revenue from Argentina’s national-team success was allegedly used to help finance the purchase of Italian club Perugia.
— The Miami company’s agreement reportedly runs until 2030 and was approved by the AFA Executive Committee.
— Molina claims FIFA ignored the irregularities despite being responsible for auditing the AFA every year.
— He also questions the close relationship between FIFA legal director Emilio García and AFA officials.
— Journalists investigating the case reportedly faced threats, smear campaigns, and the removal of press credentials.
— Molina concludes that the alleged corruption extends beyond the AFA to FIFA itself, which he says enabled and protected the system.
270,000 BTC accumulated by whales at $59k. largest single accumulation spike ever recorded on chain. bigger than the covid bottom (150k BTC). bigger than the FTX bottom (180k BTC). ETF outflows hit $4.5b in june but that capital rotated to semis, not cash. the entities selling BTC face quarterly redemptions and compliance committees armed with citi's $82k target. the entities buying have no reporting requirements and no redemption pressure. LTH SOPR at 0.615 last printed in july 2023 at $25k-$31k before the run to $73k. forced sellers are finite. voluntary buyers at record size are not.
🔥 BIG: Open Standard announces Open USD $OUSD, a stablecoin backed by 140+ partners including Visa, Stripe, Mastercard, BlackRock, Google and Coinbase.
Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026.
He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION.
This is where the most important company in the AI economy is putting its money.
Here’s the full list:
OpenAI: $30 billion
The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer.
GLW Corning: $3.2 billion
Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it.
IREN: $2.1 billion
AI cloud provider with one of the deepest power positions in North America.
MRVL Marvell: $2 billion
Custom networking chips that move data between GPUs at massive scale.
LITE Lumentum: $2 billion
Lasers and optical components for the fiber backbone of every AI data center.
COHR Coherent: $2 billion
Fiber optic transceivers that connect GPU clusters inside data centers.
CRWV CoreWeave: $2 billion
GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers.
NBIS Nebius: $2 billion
AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs.
Whatever Nvidia is buying is where the money is going next.
At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early.
Turn notifications on so you don’t miss our alerts. This is VERY important.
If you’re not following us yet, you will regret it later.
Introducing Claude Opus 4.7, our most capable Opus model yet.
It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.
You can hand off your hardest work with less supervision.
Today we're introducing the world's first AI CMO.
Enter your website and it deploys a team of agents to help you get traffic and users.
Try it now at https://t.co/KbAE6FNgzE
Very soon there are going to be more AI agents than humans making transactions.
They can’t open a bank account, but they can own a crypto wallet. Think about it.