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@virtualbacon
Crypto and macro in plain English. Every day: the levels I am watching and the positions I actually hold. No hype. Livestreams Mon-Fri.
World & Business
Ripple, via Ripple Prime, is participating in the DTCC's tokenization push launching this month, joining institutions like BlackRock and JPMorgan. Standard Chartered targets $28/XRP by 2030 amid stablecoin payment growth of 45% year-to-date.
World & Business
A post cites a 5.5% weekly Nasdaq 100 slide; another argues 'Black Monday' warnings can be buying signals.
Technology
Coin Bureau says the fund could receive up to 2% more shares per 50% valuation increase, subject to board approval.
Technology
The company says the model improves benchmarks, task speed and output length over its predecessor.
Technology
Gizmodo reports delivery estimates for all color and storage options slipped to mid-November in under five minutes.
World & Business
Ukrainian President Zelenskyy announced Kyiv would resume strikes on Russian oil refineries after halting them at US request. Russia continued attacking Ukrainian energy infrastructure. Zelenskyy reported feeling 'betrayed' due to Starlink throttling and reduced US intelligence sharing.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
World & Business
A market roundup says the University of Michigan reading was down from 48.1 and below a 47.8 forecast.
World & Business
Coin Bureau said initial jobless claims came in at 197,000 against 200,000 expected, reinforcing a hawkish Fed outlook.
Technology
OpenAI says GPT-6 and Intelligent UI let you explore visual explanations and use budget calculators without leaving the conversation.
World & Business
Reuters reports that imports rose 4.3% to $420.8 billion, while exports increased 1.4% to $315.2 billion.
Technology
OpenAI says the manuscripts span 372 research families and different verification stages; not all have Lean formalizations.
World & Business
Just the News reports the election was called as Prime Minister Pedro Sánchez's government struggled to advance its agenda.
World & Business
The Hill, citing The New York Times, reports that two groups behind the deal have done business with US negotiators Kushner and Witkoff.
World & Business
An October 2 post says Nvidia’s intraday market cap hit $5.7 trillion amid continued spending on AI infrastructure.
World & Business
Reuters reports that Anthropic’s IPO filing details a broader relationship spanning compute supply, equipment leasing and financing.
YouTubeTechnology
Google says its new model has a 1 million-token output limit and is built for complex coding, enterprise knowledge work and cybersecurity defense. Broader access is planned after early testing.
World & Business
A September 29 market roundup says it was the central bank's fourth rate hike of 2026. The roundup also notes that the US 10-year Treasury yield rose above 5.27% on Monday.
Technology
A September 28 tech roundup says the agents are designed to automate semiconductor design and verification workflows.
World & Business
Al Jazeera reports Brent rose more than 3%, while Bloomberg says a selloff in US Treasuries resumed as the oil rally intensified inflation concerns.
