MicroStrategy’s bitcoin empire signals structural challenges

Strategy Inc. (formerly MicroStrategy) spent 2025 building the largest corporate Bitcoin reserve the public markets have ever financed, but the scale of that ambition ended up colliding with the logic of its own stock. What began as an aggressive accumulation strategy, powered by the company’s appetite for leverage and a willingness to dilute existing shareholders, […]

7 mins read

The Railway Bubble vs. the AI Bubble

Everyone is trying to put the massive AI spend by technology companies into context. The easiest historical analogies are the telecomm buildout in the 1990s dot-com bubble and the railway bubbles of the 1800s. Each period was defined by excessive infrastructure spending, investor euphoria, and bubbles that popped but still had lasting positive effects. I’m […]

16 mins read

The Hidden Cost of Every Decision: Understanding Opportunity Cost – Guidance Financial Services

Today we’re diving into a deceptively simple but incredibly powerful concept: opportunity cost.  Now, that might sound like something out of an economics textbook, but don’t tune out just yet — because understanding opportunity cost is one of the most useful tools you can have in making smarter financial decisions.  Let’s dive in.  What is […]

7 mins read

Alphabet stock gains as Meta AI chip deal boosts market prospects

Key Takeaways Alphabet (Google’s parent company) stock rose after news that Meta (Facebook, Instagram) is considering using Google’s TPUs (tensor processing units) in its data centers. Google’s custom AI chips were previously developed for internal use only. Share this article Alphabet stock climbed today following reports that Meta Platforms, the social media company that operates […]

1 min read

My medium term Bitcoin bear thesis – and why this winter could be the shortest yet

For all the talk that this cycle is somehow “different,” the structure of Bitcoin’s market still looks unmistakably cyclical to me. Each top brings the same chorus claiming the cycle model is dead, and each cooling phase renews the idea that liquidity alone now sets the trajectory. But the evidence keeps pointing the other way. […]

10 mins read

Staking Your Crypto for Yield

© 2025 This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular […]

2 mins read

Links 11/23/2025

A 21-year-old Japanese snowboarder, Kokomo Murase, just landed a backside triple cork 1620. She’s the first woman ever to do it. 📹Kokomo Murase pic.twitter.com/o5NI9P7xwJ — Science girl (@sciencegirl) November 20, 2025 The Math Shows Jackson Pollock Painted Like a Child Would Nautilus 13 dizzying and dazzling images from 2025 Drone Photo Awards Popular Science ‘Jmail’ […]

1 min read