Cathie Wood and Peter Thiel go shopping, Pop Mart, SoFi's choice, crypto clarity, covered calls, three "utes" and much more. First time reading?Join other risk-takers, entrepreneurs, traders, investors, data geeks and alpha types. Sign up for free here.
TGI Thursday! (7/24) Congress actually did something useful last week: Trump signed the GENIUS Act, creating America's first framework for fiat-backed stablecoins. The legislation confirms that payment stablecoins aren't securities — a victory over the SEC's previous strategy of regulation-by-enforcement under Gary Gensler.
Here's why it matters: Stablecoins already move $2 trillion annually but have been operating in legal limbo that made US companies sitting ducks for arbitrary crackdowns. Now, qualified issuers get clear rules for reserves and transparency without drowning in securities compliance. With new SEC Chair Paul Atkins is replacing Gensler's hostile approach, and we're seeing the first coherent crypto policy in American history.
Two more bills await Senate consideration: The CLARITY Act and Anti-CBDC legislation. Trump is driving Washington's crypto awakening — whether the world of traditional finance likes it or not.
The Chinese collectibles company Pop Mart (PMRTY) just posted 170% revenue growth while trading at 100x earnings — metrics that should trigger every value investor's gag reflex. Yet behind the pastel storefronts and celebrity endorsements lies a cash-rich platform scaling globally with 67% margins. Read Full Story
“Pop Mart is now worth more than the makers of Barbie, Hello Kitty and Transformers — combined."
SoFi (SOFI) started by refinancing student loans and somehow became a banking juggernaut with margins that make JPMorgan (JPM) executives weep. While traditional banks fumble with 2% net interest margins, SoFi casually operates at 6%. The stock has rocketed this year, but here's the thing: This isn't another overhyped fintech fairy tale. SoFi actually makes money, grows like a weed and has built something resembling a real business. Andrew Prochnow makes a market call. Read Full Story
Thiel and Wood Buy the Shovels, Not the Gold
Palantir (PLTR) Chair Peter Thiel just disclosed a 9.1% stake in Bitmine Immersion Technologies (BMNR), making him the crypto miner's largest investor and sending shares up 15%. The company's stock has already quintupled this year while bitcoin hovers near records. Cathie Wood's Ark Invest recently purchased $182 million of BMNR, as well. Bitmine holds $535 million worth of bitcoin and ether on its balance sheet — part of the MicroStrategy-inspired trend of corporations cosplaying as crypto hedge funds. Errol Coleman and Gus Downing break it down. Watch The Video
Stock Exposure for Half the Cost
Want Amazon (AMZN) exposure but don't have $11,250 burning a hole in your account? Synthetic options deliver equivalent stock performance for half the capital – $5,600 gets you the same directional sensitivity as owning 100 shares outright. The math gets better with out-of-the-money setups: 65% win rates vs. stock's coin-flip 50%. But, capital efficiency comes with complexity. Read Full Story
When Covered Calls Go Wrong
Most covered call tutorials show you the happy path: Collect premium, keep stock, repeat. But reality is messier, and that’s why the latest episode of Life Cycle of a Trade focuses on what happens when your "conservative" strategy gets punched in the face by actual markets. Host Nick Battista tracks a position through multiple adjustments, rolling mechanics and the uncomfortable math of basis reduction. Then he walks you through the mechanics of salvaging positions when your initial thesis gets steamrolled. Watch The Video
Don't Let Your AI Portfolio Get Beaten by the Electric Company
While the latest AI darlings are trading at ridiculous multiples, a trio of supposedly boring utilities (the three utes) has been quietly crushing the market. The power companies have become the unsung infrastructure backbone of America's artificial intelligence revolution. One's up 65%, another 45%, the third 30% in 2025 alone, all because someone finally realized you can't run data centers on wishful thinking. Prochnow evaluates the three most promising AI utility plays and sheds light on his Texas-based fave. Read Full Story
Bitcoin is crushing new all-time highs during the most brutal time of year for crypto. It’s demolishing every seasonal pattern while retail investors scroll past completely oblivious.
The setup is absurd: We're witnessing explosive price action in Q3 — historically Bitcoin's worst quarter — while Google searches for "Bitcoin" remain flat and most casual investors assume the party ended months ago. Meanwhile, price-agnostic buyers keep accumulating it regardless of headlines or charts. Supply-demand fundamentals suggest this isn't euphoria. It's early-stage institutional adoption playing out in real time. Read Full Story
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Pop Mart's Unlikely Moonshot
