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Memos
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Apr 20, 2026
Ai
1
Got Tokens?
2
AI Is Using So Much Energy That Computing Firepower Is Running Out
3
The Mystery of Why You Can't Buy a Mac Mini Right Now
4
Beyond the Bubble: Why AI Infrastructure Will Compound Long after the Hype (KKR)
5
Tokens Are a Utility. We're Treating Them Like Software (Communications of the ACM)
6
The AI Infrastructure Reckoning: Optimizing Compute Strategy in the Age of Inference Economics (Deloitte)
7
Pyramids, Diamonds, and Oscillations: AI and the Structure of Internal Labor Markets
8
Earning the Right: Factory Raises $150M Series C from Khosla, Sequoia, Blackstone, Insight, NEA
9
Surviving AI Price Wars Without Destroying Your Business
10
How AI Is Reshaping Software Valuations in M&A — PwC
11
Markets Weigh Impact of AI on Software Sector — T. Rowe Price
12
Young Workers' Employment Drops in Occupations with High AI Exposure — Federal Reserve Bank of Dallas
13
Frontier Systems for the Physical World
14
The New Sensor Bottleneck - Electro-Optical + Infrared
15
π*₀.₆: A VLA That Learns From Experience (Physical Intelligence / RECAP paper)
16
AI Goes Physical: Navigating the Convergence of AI and Robotics (Deloitte Tech Trends 2026)
17
Deep Reinforcement Learning for Robotics: A Survey of Real-World Successes (Tang et al., Annual Review 2025)
Crypto
1
The Week On-chain: Approaching the Ceiling
2
Rivers of Babylon
3
Where Does Bitcoin Fit In?
4
No Trade Zone
5
How to Resolve the Matter of the Satoshi Coins Without a Freeze
6
Morgan Stanley's Bitcoin ETF began trading. An analyst put it in the top 1% of ETF launches
7
Strategy's STRC hits $1.1 billion volume as preferred stock drives Saylor's bitcoin buying engine
8
5 Bitcoin On-Chain Bottom Signals 2026: Realized Profit Collapsed 96%, MVRV at 1.2, Exchange Reserves at 7-Year Low
9
Agents Are Starting to Operate Real Systems - Who's Actually in Control?
10
A Guide to Perpetual Futures: How They Work and Why They're Growing So Quickly
11
Beyond the Sky: Jeffrey Yan and Hyperliquid
12
How a 233-Year-Old Wall Street Institution Went All In on Crypto
13
Announcing Artemis II
14
The Agent Economy: A Blockchain-Based Foundation for Autonomous AI Agents (arXiv, Feb 2026)
15
Can blockchain build a new economic OS for the internet? (World Economic Forum)
16
AI developers may not be keen on crypto, but stablecoins are the secret to agentic finance (CoinDesk)
Macro
1
Inside the Global Oil Crisis
2
Iran War's Economic Shock Wave Is Expected to Get Even Bigger
3
IMF Warns of Deep Global Downturn if War Is Prolonged
4
The War the Arab World Is Watching
5
What the closure of the Strait of Hormuz means for the global economy — Federal Reserve Bank of Dallas
6
War Darkens Global Economic Outlook and Reshapes Policy Priorities — IMF Blog (April 2026 WEO)
7
Beyond oil: 9 commodities impacted by the Strait of Hormuz crisis — World Economic Forum
8
Prediction Markets: They Grow Up So Fast
9
Prediction Market Volumes to Hit $1 Trillion by 2030 — Bernstein Analyst Report (CoinDesk)
10
From Niche to $3 Billion Run Rate: Prediction Markets Eye $10 Billion Future — Citizens JMP Analyst Report (CoinDesk)
11
The Financialization of Uncertainty — Artemis Research
News
1
Kelp hacked for $290M, tied to N Korea Lazarus
2
Aave pools affected, TVL down $8.5B over 2 days
3
LayerZero blames Kelp 1-of-1 DVN setup
4
$15B leaves DeFi since Kelp hack
5
The $13 billion DeFi wipeout in two days, and it started with KelpDAO attack
6
Aave records $6 billion TVL drop as Kelp hack exposes structural risk at DeFi lender
7
Incident Report: Kelp DAO rsETH Bridge Exploit — Credshields
8
RAVE down 95% from $26B after ZachXBT call-out
9
ZachXBT next questions Memecore valuation
10
UNC up 3x, fastest growing recent meme
11
RaveDAO's RAVE Token Collapses 90% in a Day as Exchange Probes Widen
12
Memecoin Contagion: Irrationality, Illicit Behaviour, and Cryptocurrency Risk (Finance Research Letters)
13
Fresh Manipulation Warnings Hit Other Crypto Projects After RAVE's 95% Collapse
14
Saylor teases another BTC after MSTR rally
15
BlackRock BTC ETF saw $906M weekly inflow
16
Strategy has bought $1.3B BTC in April
17
Whales buy 270K BTC in 30 days, most in 13 years
18
Tether buys 951 BTC, now holds 97K BTC
19
Kalshi traders forecast BTC at $95K this year
20
BlackRock Names Spot Bitcoin ETF Among Its Top Investment Themes of 2025
21
CoinDesk Q1 2026 Digital Assets Quarterly Review and Outlook
22
Bitcoin's Evolving Role Amid Geopolitical Uncertainty
23
Oil jumps +8% as Strait of Hormuz closes
24
US Marines seize Iran ship Touska
25
Iran launches drone attack on US ships
26
UAE asks US for wartime USD swapline
27
Senate allows US-Iran strikes without Congress
28
US orders USS Lincoln to blockade Hormuz
29
Direct US-Iran talks likely before ceasefire ends
30
Pakistan Army Chief heading to US after Iran talks
31
IEA Oil Market Report – April 2026: Largest Supply Disruption in History
32
Kpler: Iran War and the Strait of Hormuz – Oil Market Implications Six Weeks In
33
Congressional Research Service: Iran Conflict and the Strait of Hormuz – Impacts on Oil, Gas, and Other Commodities
34
CME plans SUI futures for May 4
35
JPM: Clarity Act nearly complete
36
White House warns US losing digital assets race
37
Telegram launches agentic bots
38
Coinbase tests AI agents on Slack/email
39
Clarifying the CLARITY Act: What To Know About the House Crypto Market Structure Bill and Its Path to Law
40
Crypto and Agentic AI – Coinbase Institute Policy Paper
41
CME Set to Launch Avalanche, Sui Futures Ahead of 24/7 Crypto Derivatives Trading Shift
42
Shiller PE ratio hits 2nd all-time high
43
GS, BofA eye near-term market pullback
44
Smartphone shipments -13% YoY: Kobeissi
45
Stock market out of Fear for first time in 2 months
46
China Q1 GDP grows 5%, beats expectations
47
US to launch tariff refund system on April 20
48
88 major US corporations paid zero federal tax
49
Applied Philosophy: The Shiller P/E and S&P 500 Returns Revisited – Invesco
50
Biggest Risk to the Economy Now? Goldman Says It's a Stock Market Correction – CNBC
51
Bank of America Shares S&P 500 Warning for 2026 – TheStreet
52
Ukraine drones hit Russia Tuapse refinery
53
US sets oil export record at 5M+ bbl/day
54
Europe could run out of jet fuel soon
55
Russia: Ready to supply India with unlimited oil
56
What the Closure of the Strait of Hormuz Means for the Global Economy – Federal Reserve Bank of Dallas
57
U.S. Hormuz Blockade Hits India Just as Russian Oil Purchase Waiver Expires, Deepening Energy Worries – CNBC
58
Oil Energy, India-U.S. Relations, and the Russia Conundrum – Council on Foreign Relations
59
Vercel also exploited, tied to AI tool OAuth
60
FBI’s Patel: 2020 arrests coming soon
61
House to probe missing nuclear scientist
62
Justin Sun calls World Liberty vote a ‘sham’
63
Mother, son freed from French crypto kidnapping
64
Proj Jiang calls Bitcoin a ‘CIA operation’
65
Vercel Breach Tied to Context AI Hack Exposes Limited Customer Credentials
66
2026 Crypto Crime Report Introduction - Chainalysis
67
Cyber on the Geopolitical Battlefield: Beyond the Big Four - Recorded Future
Academy
1
We Found 21 Money-Printers After Backtesting 236 TradingView Strategies
2
Crypto Perpetuals Funding: Alternative Data and Non-Standard Frequencies in 24/7 Crypto Markets
3
Volume Weighted Average Price (VWAP): The Holy Grail for Day Trading Systems
4
Artemis Crypto Factor Model Analysis: April 2026 Update
5
Machine Learning Techniques and Data for Stock Market Forecasting: A Literature Review
6
Digital Assets: Quarterly Review and Outlook (Q1 2026)
7
Trading Games: Beating Passive Strategies in the Bullish Crypto Market (Journal of Futures Markets, 2025)
8
Deep Learning for VWAP Execution in Crypto Markets: Beyond the Volume Curve (arXiv, 2025)
9
The Diversification Benefits of Cryptocurrency Factor Portfolios: Are They There? (Review of Quantitative Finance and Accounting, 2024)
Apr 13, 2026
Ai
1
AI Is Using So Much Energy That Computing Firepower Is Running Out
2
There is no GPU price
3
Crucible Capital Finances Compute Deployment with $26.8M Onchain Debt Facility from USD.AI
4
The Great GPU Shortage – Rental Capacity – Launching our H100 1 Year Rental Price Index (SemiAnalysis)
5
CoreWeave's $30 Billion Bet on GPU Market Infrastructure (Dave Friedman / Substack)
6
The cost of compute power: A $7 trillion race to scale data centers (McKinsey)
7
Anthropic's Mythos Safety Report Shows It Can No Longer Fully Measure What It Built
8
Emerging from the Mythos
9
Sam Altman May Control Our Future—Can He Be Trusted?
10
Your Agent Is Mine: Measuring Malicious Intermediary Attacks on the LLM Supply Chain
11
International AI Safety Report 2026 – Evaluation Gap, Capability Growth, and Governance Challenges
12
OpenAI Quietly Drops 'Safely' From Its Mission Statement — And the Implications for AI Governance Are Enormous
13
Beyond Corporate Promises: How Government Can Follow Through on AI Preparedness (Georgetown CSET)
14
AI Adoption by the Numbers
15
Anthropic in Talks to Invest $200 Million in New Private-Equity Venture
16
The AI Problem Matrix
17
A Practical Guide to Building AI Agents
18
The Role of AI in Hedge Funds and Quantitative Finance
19
2025: The State of Generative AI in the Enterprise — Menlo Ventures
20
Private equity is partnering with Big AI — Axios
21
Anthropic Economic Index: Uneven Geographic and Enterprise AI Adoption
Crypto
1
The Week On-Chain: Bouncing in a Bear (Week 14, 2026)
2
Rookie Versus Veteran
3
Being Bearish Doesn't Make Mathematical Sense
4
Doom, War, & Bitcoin
5
Saylor's MSTR at Major Support
6
Professional Bitcoin Ownership in the First Leg of the Bear – CoinShares Q4 2025 13F Institutional Report
7
Strategy's (MSTR) 1 Millionth Bitcoin: Here's How It Could Happen This Year – CoinDesk
8
These 3 Signals Mark Bear Market Exits — Bitcoin Has Yet To Trigger Them – NewsBTC
9
Entering the Era of the Headless Merchant
10
15,500 Structured Databases of On-Chain Data Exist Right Now. Your AI Has No Idea Until Now
11
Tokenized Stocks Take Next Step With First On-Chain Vote for Galaxy Shareholders
12
Wall Street Goes Onchain: Why the Ondo x Franklin Templeton Deal Changes Everything
13
Why Stripe's Machine Payments Protocol Signals A Turning Point For Micropayments (Forrester)
14
Agentic Payments In B2C Commerce: Where We Are Now (Forrester)
15
What's Driving the Tokenization Revolution in Equities (Kavout Market Lens)
Macro
1
FREE: Strait of Hormuz: A Citrini Field Trip
2
Here's What We Know About the U.S. Cease-Fire With Iran and What Happens Next
3
The Iran War Is a Boon for the Petrodollar
4
Allies Fear They Are Tied to an Erratic U.S. and Now Have Nowhere to Turn
5
The Day Trump's Iran Threat Gripped the World
6
How China Helped Iran Cushion the Blow of Sanctions and Fund Its War Machine
7
The Big Thing: We Are In A World War That Isn't Going To End Anytime Soon
8
Dallas Fed: What the Closure of the Strait of Hormuz Means for the Global Economy
9
J.P. Morgan: US–Israel Military Operation Against Iran — Are Markets on Edge?
10
Atlantic Council: How the Iran War Could Shift Energy Policies Around the World
11
Trapped in Private Credit
12
Wall Street Builds New Tool to Bet Against Private Credit
13
Private Credit Stress March 2026: Wrong Diagnosis, Right Evidence — Sascha Steffen (Frankfurt School of Finance)
14
Private Credit's Other Lanes Still Offer Value — PIMCO
15
Extra Credit: Business Development Companies – A Public Window into Private Credit — Mawer Investment Management
16
Inflation Soared to 3.3% in March, Driven by Higher Gasoline Costs
17
Consumer Sentiment Hits Lowest Level on Record
18
"The Most Speculative Traders Panicked"
19
Equity Dispersion and the Rotation: Mag7, Oracle, and OpenAI
20
Outlook for Public and Private Markets
21
A Fire Sale Has U.S. Office Buildings Going for 90% Off
22
One Hundred Years in the U.S. Stock Markets
23
The Dual Mandate in Conflict: Balancing Current Tensions between Inflation and Employment
24
Markets Brief: Don't Call It Stagflation
25
The Stagflation That Wasn't Supposed to Happen
News
1
Crypto sheds $83B in a day on Hormuz blockade
2
Trump confirms US Hormuz blockade to begin
3
Oil climbs above $100, futures fall
4
Hormuz traffic plummets, tankers head to US
5
Iran: no Gulf port safe if own ports threatened
6
Iran having issues clearing mines it laid
7
Iran oil ships begin to anchor off India
8
Britain will not join Hormuz blockade
9
Trump threatens 50% tariffs on China over Iran
10
Iran demanding BTC for Hormuz tolls
11
Oil up, Asian stocks fall on fragile truce
12
May be months before Hormuz traffic normalises
13
UAE says Hormuz is still not open
14
What the Closure of the Strait of Hormuz Means for the Global Economy (Federal Reserve Bank of Dallas)
15
The Strait of Hormuz Oil Shock Is Now Heading West (Bloomberg)
16
Strait of Hormuz Disruptions: Implications for Global Trade and Development (UNCTAD)
17
Hackers mint 1B DOT on ETH, sell for $237K
18
Hyperbridge DOT exploit caused by AI hack
19
26 AI LLM routers found injecting malicious calls
20
Back denies he is Satoshi after NYT claim
21
Bithumb sues to recover fat-finger BTC loss
22
ZachXBT uncovers new N. Korea network
23
ByBit foils $1B hack
24
Treasury sets stablecoin AML rules
25
The Bybit Hack of 2025 — Potential Implications (Paul Hastings LLP)
26
The ByBit Heist and the Future of U.S. Crypto Regulation (CSIS)
27
Treasury Proposes Stablecoin AML Rules as Bessent Vows to Protect US Financial System (American Banker)
28
TSMC set for 4th record profit on AI demand
29
CoreWeave signs multi-year deal with Anthropic
30
Only a fraction of AI capex is revenue-backed
31
US social mood turning negative on AI
32
Mythos report hints they cant fully measure risk
33
Claude launches ‘Managed Agents’
34
Perplexity revenue +50% on AI agent shift
35
Intel joins Elon’s Terafab AI project
36
50% of all US data centres delayed or cancelled
37
Goldman Sachs: Why AI Companies May Invest More than $500 Billion in 2026
38
Moody's/DCD: Tech giants' capital spending surging to $700 billion amid robust AI demand
39
Goldman Sachs Research: AI — In a Bubble?
40
Justin Sun calls out being blacklisted by WLFI
41
CLARITY Act sees ‘nervous optimism’
42
Lummis: Clarity Act is last chance until 2030
43
Trump officials push banks to test Mythos
44
What is the CLARITY Act? 2026 Guide to US Crypto Regulation and Stablecoin Yield Rules
45
Policy Backgrounder: The Outlook for Digital Assets in 2026
46
U.S. Treasury to propose demands that stablecoin firms be set to police bad transactions
Academy
1
The Story of Renaissance Technologies and Jim Simons
2
The Math Behind Combining 50 Weak Signals Into One Winning Trade
3
Market Maker Privilege
4
ArchetypeTrader: Reinforcement Learning for Selecting and Refining Learnable Strategic Archetypes in Quantitative Trading
5
An Ensemble Deep Reinforcement Learning Model for Automated Cryptocurrency Trading
6
One Hundred Years in the U.S. Stock Markets
7
The Role of AI in Hedge Funds and Quantitative Finance
8
Grinold (1989): The Fundamental Law of Active Management — Blank Capital Research
9
Tactical Alpha: A Quantitative Case for Active Asset Allocation — ReSolve Asset Management
10
Fundamental Law of Active Management shows way to higher information ratio — Robeco