Insights from the frontier of industry, AI, crypto and more.
30 Jun 2026 3 minute read 1 comment Zedz $0.04
I met the number on June 12, 2026, the same way you meet a wave you didn't see coming. SpaceX began trading on the Nasdaq under the ticker SPCX, priced at $135 per share, raising $75 billion in one go, the largest IPO in the history of recorded capit...
29 Jun 2026 2 minute read 0 comments Zedz $0.04
On February 11, BlackRock walked its USD Institutional Digital Liquidity Fund, BUIDL, onto UniswapX and waited for the screaming to start. None came. No meltdown, no senate hearing, no cable news chyron reading WALL STREET INVADES CRYPTO. The markets...
28 Jun 2026 2 minute read 0 comments Zedz $0.02
The thing about two billion dollars is, and I keep returning to this like a dog to a wound, it sounds like a subsidy until you read the fine print and then suddenly it isn't, it's equity, the government is a shareholder now, and that, right there, ch...
26 Jun 2026 2 minute read 0 comments Zedz $0.01
There's a company in South San Francisco that believes your liver cells are older then they need to be, and that if you just, you know, told them to calm down and act younger, they actually would. This sounds like madness. And maybe it is. Founders F...
25 Jun 2026 2 minute read 0 comments Zedz $0.02
Something strange happened in April. A nuclear company, priceing its shares 21 percent above the top of there initial range, raised $1.02 billion on its first day of trading, 15 times (!) oversubscribed, surging 31 percent out of the gate. The same c...
24 Jun 2026 1 minute read 0 comments Zedz $0.02
There is a PDF. 165 pages, free, been sitting on the internet since June 2024, and I keep coming back to it the way you keep pressing a bruise, not because it feels good but because something in you needs to confirm it’s still there, still real, stil...
23 Jun 2026 2 minute read 0 comments Zedz $0.02
I've been watching two of my biggest investment themes try to kill each other, and nobody has said that plainly enough yet. SpaceX launched its IPO on June 11 targeting $135 per share and a $75 billion raise, with around 30% of that reserved for reta...
22 Jun 2026 2 minute read 0 comments Zedz $0.06
There is a poem in the regulation of things, I think, or maybe I’m losing the run of myself entirely, but here it is: the law comes slow, then fast, then your assets get a class, and the men in suits come last. Anyway. The CLARITY Act passed the Sena...
