Iran Threatened to Cut Undersea Cables — The Internet's Throat Runs Through Hormuz
Iran has signaled both cable destruction and tolls on lines through the Strait of Hormuz. More than 95% of global internet traffic moves over submarine cables. We unpack the structural beneficiaries — Starlink, AST SpaceMobile, and the UAE bypass pipeline.
ASTS
Musk Is Building a Semiconductor Plant in the Texas Desert — Terafab, a $119B Program
SpaceX filed for up to a $119B Terafab program in Grimes County, Texas. Intel joined as the first external 14A customer, and Wedbush picks ASML, KLA, and Applied Materials as the equipment beneficiaries.
TSLA
INTC
ASML+2
From a Few Cents to $0.37 — Why TRX Has Been Grinding Up for Six Years
Tron is up six years running on a 50.2% USDT share and Q1 protocol revenue ranked #2. Justin Sun's father completed a Nasdaq backdoor — and at the same time a lawsuit war with the Trump family's WLFI is the swing factor.
TRX
TRON
USDT+1
Yale Law M&A Attorney Sold 30 Deals' Worth of Inside Information Over 10 Years
The DOJ and SEC charged 30 people in a global insider-trading conspiracy staged across six BigLaw firms. An attorney accessed firm systems while on leave and sold information on 30 deals, including the Amazon-iRobot acquisition.
AMZNTopics
Latest news and analysis on financial markets
$2B in TVL Just Left LayerZero — Chainlink CCIP Reframes the Cross-Chain Standards Race
KelpDAO, Solv, and Re — combined ~$2B in TVL — migrated from LayerZero to Chainlink CCIP. The April $290M exploit was the trigger; ZRO also faces sell pressure from a strategic-partner Binance transfer.
LINK
ZRO
Qualcomm CEO: "We're Building Secret Devices With Almost Every AI Company." OpenAI's First Hardware May Run on Qualcomm Silicon.
Qualcomm CEO Amon said the company is building secret AI wearables with OpenAI, Meta, and others. The OpenAI chip report drove a 13% stock pop. Amon sees agent-device mass adoption in 2027–2028.
QCOM
META
Zcash +1,500% YTD: Multicoin's Bet, Hayes' $8,000 Target, and the Privacy Thesis
Zcash is up 1,500% YTD with a $9.5B market cap, overtaking Monero. Multicoin's position disclosure, a Grayscale spot ETF filing, and Hayes' $8,000 target compounded the move. The dominant risk: the entire ECC core dev team has resigned.
ZEC
XMRInsights
In-depth analysis and exclusive data for investors
Where to Look If You're Investing in Solana — The 2026 Ecosystem in 10 Axes
A 10-axis breakdown of the Solana ecosystem — DeFi, RWA, stablecoins, AI agents, DePIN, and more. Why DEX volume leads all chains and why Visa and BlackRock run production on Solana.
SOL
JUP
JTO+3
KOSPI Up 78% YTD: Global Capital Just Rotated Into Asia
KOSPI is up 78% YTD, among the world's best-performing markets. The AI-hardware supply chain — Samsung Electronics, SK hynix, TSMC — is doing the heavy lifting. JPMorgan calls Taiwan the most efficient AI exposure.
005930
000660
TSM+3Visa, Berkshire & Expedia in Focus — Weekly Earnings Season Roundup
Expedia beats EPS consensus by $0.55, Visa delivers a Q2 earnings beat with crypto expansion, and Berkshire Hathaway closes out a 13-quarter consecutive streak — key earnings highlights all in one place.
V
EXPE
BRK.A+16
From Seoul to the World — How a Korean Asset Manager Became a Global ETF Player
Park Hyun-jooA Korean asset manager acquires an American ETF firm. Wall Street raised an eyebrow. Seven years later Global X's AUM crossed $35B.
The greatest speculator of the 20th century. Went broke four times, came back four times. But never changed — and that's the story.
The fund manager who found ten-baggers at the mall. 1,500% returns over 13 years before retiring at 46.
A YouTuber in his basement launched a war against hedge funds. The chronicle of diamond hands and the GameStop frenzy.
Twelve years after The Big Short — where has Burry been? A chronicle of warnings that never stopped.
A one-eyed doctor read 130 pages of fine print no one else bothered with. Two years of silence and ridicule — then 489% returns.
Smart Money
Real-time tracking of 200+ Wall Street investment gurus
Alphabet (GOOGL) at $4.8T — One Step from Overtaking Nvidia for #1
Alphabet is up 43% in six months, closing the gap with Nvidia. The thesis: a full-stack AI position from TPU (projected $25B by 2027) to Gemini and an Anthropic stake. Berkshire bought in too.
GOOGL
NVDA
Where to Look If You're Investing in Solana — The 2026 Ecosystem in 10 Axes
A 10-axis breakdown of the Solana ecosystem — DeFi, RWA, stablecoins, AI agents, DePIN, and more. Why DEX volume leads all chains and why Visa and BlackRock run production on Solana.
SOLJUPJTO+3
Larry Fink Says "There Is No AI Bubble — The Opposite Is True." BlackRock Adds Hyperscaler Partnership.
Larry Fink said the world isn't moving fast enough on AI infrastructure as BlackRock announced an undisclosed hyperscaler partnership. The Big Tech 4's $650B capex vs revenue gap is the debate.
BLK
MSFT
While I Was Asleep, an AI Found Cheaper Insurance and Switched. What x402 Changes.
AI agent autonomy is bottlenecked by payments. Coinbase's x402 lets agents transact with any service the moment they need to — no prior account, no prior contract. AWS, Visa, and Stripe just joined the governance.
COIN
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Top movers — curated Korea ETFs (1M)
Weekly newsletter summarizing Wall Street guru and crypto whale activity.