May Week 3 - 2025

BITCOIN RESET
Bitcoin's Great Escape: Could This Be The Turning Point?

Something strange and kind of thrilling is happening in the world of Bitcoin. For the first time in its short but volatile history, it’s starting to behave differently. Like… actually different.

Traditionally, Bitcoin has been glued to tech stocks. When the Nasdaq goes down, Bitcoin usually tumbles harder. But lately? It’s breaking up with the stock market and flirting with gold. Yep, Bitcoin is starting to move on its own and that’s, a big deal.

In investing speak, we call this becoming a “non-correlated asset.” Basically, it means Bitcoin isn’t just riding the coattails of tech stocks anymore. It’s maturing into its own thing, offering investors something that can zig when everything else zags a portfolio dream.

But the plot thickens. Liquidity (aka the money sloshing around the system) is surging, and M2 the global money supply is spiking. Historically, Bitcoin follows that trend with a slight lag, so if history rhymes, this could signal an explosive move coming this summer.

Meanwhile, the Federal Reserve is quietly removing red tape that keeps banks from handling Bitcoin, and the Treasury is helping to get the money flowing again. On top of that, new Bitcoin native firms like Jack Mallers’ “21” are stacking sats with deep pockets, 42,000 Bitcoin to start. This isn’t retail FOMO, this is institutional chess.

And let’s not ignore the psychological angle, Bitcoin is still wildly misunderstood. That “delta” between what Bitcoin is and what most people think it is, is the very source of its opportunity. When understanding catches up, the price will too.

So while everyone’s arguing in the comments, Bitcoin is quietly transforming into the uncorrelated asset Wall Street has been searching for and just maybe, the backbone of a new financial era.

Crazy right? Maybe. But then again, that’s kind of Bitcoin’s thing.

AI TECH RESET
The AI Train’s Not Slowing Down And Neither Is Big Tech

If AI is moving like a Ferrari in the left lane, regulators are still in a Prius with a flat tire. That was Dan Ives’ blunt take during a CNBC segment covering everything from tech earnings to Senate hearings, and he’s not wrong. While lawmakers are just beginning to wrap their heads around generative AI, tech giants are already racing ahead.

According to Ives, we’re in the thick of an AI revolution. Enterprise use cases are exploding, budgets are ballooning, and the big names, Alphabet, Meta, Palantir—are doubling down. Just a year ago, AI made up about 1–2% of enterprise budgets. Today? It’s approaching 15% and climbing.

And despite all the political noise tariffs, trade negotiations, or even surprise Apple jabs at Google, none of it is slowing this down. In fact, Ives argues that economic pressure may accelerate AI adoption. If companies are getting squeezed, they’re going to look for automation, cost-cutting, and efficiency. Enter AI.

Take Palantir as a case study. Ives points out that a year ago, they had ten enterprise use cases. Now they have over 85, spanning everything from healthcare to government to finance. It’s no longer theoretical. It’s operational—and profitable.

Expect consolidation too. As AI matures, the tech titans will likely scoop up smaller players to bolster their capabilities. Microsoft, Alphabet, IBM—they're all circling.

So what’s the takeaway? While DC debates, Silicon Valley builds. AI isn’t a future bet anymore. It’s happening, it's compounding, and according to Ives, it's another “Jalen Brunson moment” for tech—a clutch play that no one saw coming, but suddenly, it's game on.

If you’re still on the sidelines, you may want to lace up. This match is just getting started.

AI HEALTH CARE RESET
AI Is Quietly Transforming Health Care Just Don’t Expect a Total Overhaul Just Yet

When you picture the future of health care, you might imagine robot doctors and digital hospitals. But according to Joelle Barral, Senior Director of Research at Google DeepMind, the transformation AI brings will be far more subtle—and maybe even more powerful because of it.

Instead of replacing your doctor with an android in a lab coat, AI is becoming the behind-the-scenes genius assistant. It’s quietly augmenting diagnosis, streamlining screenings, and helping us understand diseases we’ve struggled with for decades. Think less “sci-fi revolution” and more “supercharged spell-checker for your physician.”

Take diabetic retinopathy, for instance—the leading cause of preventable blindness. AI models trained on thousands of retina images are now flagging signs of the disease with more accuracy than some ophthalmologists. And in places like Thailand, where doctors are stretched thin, that’s a game changer.

But Barral makes it clear: this isn’t about replacing experts—it’s about helping them work smarter. AI won’t (and shouldn’t) be making life-or-death decisions on its own. Instead, it serves as a second pair of eyes, a diagnostic backstop, and maybe one day, the equivalent of having a physician in the family—one who remembers your medical quirks and speaks your language.

Beyond images, AI is branching out to analyze coughs, sleep patterns, genetic data, and even your step count. The goal? A more holistic view of your health. And yes, there’s talk of digital twins—virtual versions of you that help test treatments or simulate disease progression.

Still, Barral keeps it grounded: the promise is real, but progress must be cautious. After all, this is medicine. The stakes are high. But with thoughtful application, AI isn’t just improving health care—it’s making it more human.

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.