When the Rules Die, Crypto Wins

Hot wars, trade wars—our new era is about leverage, not rules. That means an increasing chunk of the world is turning—and will continue to turn—to alternative systems. Like bilateral deals. Like multilateral pacts. Like local trade zones. Like barter. And yes—crypto.

As Matthew Sigel from VanEck recently wrote, “China and Russia have reportedly begun settling some energy transactions in Bitcoin and other digital assets. Bolivia has announced plans to import electricity using crypto. And French energy utility EDF is exploring whether it can mine Bitcoin with surplus electricity currently exported to Germany.”

These are early signs, says Sigel, that crypto is evolving from a speculative asset into “a functional monetary tool—particularly in economies looking to bypass the dollar and reduce exposure to U.S.-led financial systems.”

If you’re running a business in a place the U.S. doesn’t like… or Russia doesn’t like… or China doesn’t like… You need something neutral. You need crypto—not as an investment, but as infrastructure. That’s the game theoretical bet for crypto.

In a world where no one agrees on the rules, crypto thrives. The more fractured the world becomes, the more valuable crypto’s neutrality becomes.

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Ray Blanco:

Nvidia Says It's Making Chips in Arizona, Supercomputers in Texas

Nvidia said Monday it had started producing chips at factories in Arizona and would build supercomputers in Texas, bringing the manufacturing of the key technology behind generative AI to the U.S.

The news comes as tariffs announced by President Trump have spurred anxiety about the cost of importing technology and products historically manufactured overseas. Most of the tariffs announced this month have been put on hold after a major stock market decline, and the Trump administration exempted some electronics, including phones and computers, from certain tariffs over the weekend.

Nvidia said its Blackwell chips were being produced at TSMC chip plants in Phoenix. The supercomputers, designed to be used in AI-focused data centers, would be built in Houston (in partnership with Foxconn) and Dallas (with Wistron). Nvidia expects manufacturing at the supercomputer plants to ramp up in the next year or so.

"The engines of the world's AI infrastructure are being built in the United States for the first time," Nvidia CEO Jensen Huang said in a statement. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency."

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Davis Wilson:

Zuckerberg vs The Gov't - STARTING TODAY!

Starting today in a Washington, D.C. courtroom, Meta Platforms (META) will face off against the Federal Trade Commission (FTC) in what might be one of the most consequential antitrust cases of the decade.

This trial is a major overhang that investors can’t ignore. If the FTC wins and Meta is forced to divest Instagram or WhatsApp, it would be a seismic shift for the company. These platforms aren’t just shiny trophies. They’re massive profit centers. Instagram alone likely accounts for over half of Meta’s ad revenue growth in recent years.

On the other hand, a breakup could also unlock hidden value for shareholders. If Instagram and WhatsApp were spun off as independent companies, their standalone valuations might surprise you. Instagram could easily be worth $500 billion on its own.

Bottom line: Meta is facing regulatory heat, no doubt. But I still think the market is underpricing the company’s core earnings power, moat, and optionality across AI, messaging, and mixed reality. Volatility around this trial might create more buying opportunities – not less.

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