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Nutstuff is in SAMOS 🇬🇷 ; Of Polycrates' fame. Maybe fitting to be visiting the place of the 5th century BC where an enlightened tyrant accredited to be the backer of new technologies and economies lived!
More tomorrow on alpha and ideas, +6% is where I am happy being and just maybe, here comes a nice sell off just as everyone babbling about nothing but Semiconductors and AI.
MUCH more interesting is that the HACK US security ETF is at new all time highs. At the heart of AI and digital assets sits Security, “not a feature but the foundation”.
There is a Digital asset at $25m mkt cap with 1bn tokens that is listed on Coingecko and Revolut where they have a platform just rolled out to swiss banks whereby any bank wanting to test their infrastructure against actual real attacks as opposed to synthetic data can do so. They arrive in the UK imminently. ( details in Nutstuff tomorrow)
THINGS TO DO: I’ll still take the China side here, KWEB US, BABA , TENCENT actives here, even GOLD feels interesting on technicals…
Then there is SOCCER ⚽️…
“Waking up this morning, it occured to me that America’s relationship with football is now becoming oddly symbolic of its relationship with the rest of the world. The moment some idiot on social media suggested FIFA might simply overturn the USA’s defeat to Belgium and wave them through to play Spain, millions thought, “Well… that sounds plausible.” Not because they know anything about football, but because for decades America has behaved as though rules are optional when you’re carrying the biggest stick. Lose a war? Redefine victory. Blow up another country? Call it democracy. Rack up $40 trillion of debt? Print more dollars. Slap tariffs on allies, sanction half the planet, bomb whoever looks at you funny, then act surprised when people stop applauding. Trump’s foreign policy often resembles an overweight bull charging through a china shop, convinced every broken plate is evidence of strength rather than clumsiness. The trouble with karma is that it doesn’t arrive in a Hollywood explosion. It arrives quietly, through lost trust, alternative alliances, weaker demand for your debt and a world that gradually discovers it can get on perfectly well without asking Washington for permission. Football, unlike geopolitics, remains gloriously honest. The referee blows the whistle, the score is the score and Belgium goes through because Belgium scored more goals. Reality is a deeply unfashionable concept in modern politics, but rather like compound interest, geography and physics, it has an irritating habit of keeping score whether you approve of the result or not.” WFN/ Nutstuff.
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