April Week 3 - 2025

BITCOIN RESET
Crypto’s Resurgence: Fundamentals, Not FOMO, Are Driving the Next Wave

Crypto is having a moment and this time, it is not just hype. Despite geopolitical chaos and tariff tremors shaking global markets, key signals point to a strengthening foundation beneath the surface of the crypto economy.

Start with Solana. Its total value locked (TVL), a measure of how much money is actively being used in its ecosystem, just hit a 22-month high. This counters the idea that Solana’s rise was only a product of 2024’s meme coin craze. Serious capital is staying put, and that speaks volumes.

Next, look at stablecoin flows. For months, capital was bleeding out of exchanges, but that outflow is finally slowing. It may not sound exciting, but it's the kind of steady signal that tells you the tide is preparing to turn. Patience will be rewarded if this trend continues.

The third and most telling chart compares Bitcoin to the global M2 money supply. Historically, Bitcoin lags behind global liquidity by about 12 weeks. With liquidity already climbing, history suggests Bitcoin may soon follow. If the pattern holds, $150,000 Bitcoin by July is on the table. Ambitious? Yes. But grounded in data.

Even traditional powerhouses are taking notice. Reports confirm China and Russia are settling trades in Bitcoin. Meanwhile, the U.S. has quietly acquired over 200,000 BTC, and regulators are clearing the path for further adoption. Treasury Secretary Scott Bessant even hinted at building a “digital Fort Knox.”

And CZ, Binance’s founder, sees the long game clearly: a million-dollar Bitcoin is not a question of if, but when. Like Amazon in 1995, crypto is building the infrastructure that will define the next era of capital.

The message? Tune out the noise, follow the fundamentals, and be ready when the fireworks start. This isn’t the end. It might just be the beginning.

MONEY RESET
Ray Dalio Issues a Stark Warning: It’s Bigger Than Just Tariffs

Ray Dalio, founder of Bridgewater Associates and one of the most respected economic thinkers of our time, is not mincing words. In a recent interview, he laid out a case for why tariffs, while headline-grabbing, are merely a symptom of a much deeper global shift. What we’re facing, he argues, is the potential unraveling of the very systems that have defined the post-World War II era.

According to Dalio, five historic forces are converging: unsustainable debt cycles, widening internal political divides, a reshaping of the global power structure, technological disruption, and acts of nature. Any one of these would be destabilizing. Together, they could be combustible.

At the center of it all is the fragility of the monetary system. Dalio warns that if the U.S. does not rein in its budget deficit to around 3 percent of GDP, the country risks a supply demand mismatch in debt markets that could trigger a crisis worse than a typical recession. Add in political polarization, an uncertain global trade environment, and the rise of rival powers like China, and the situation starts to resemble the volatile 1930s.

He’s not predicting doom, but he is sounding the alarm. A poorly handled tariff war, he suggests, could throw more rocks into the gears of an already stressed global economy. It is not just about GDP contractions. It is about trust in the dollar, the role of the U.S. on the world stage, and whether global systems can adjust peacefully or break apart.

Dalio’s solution? Bipartisan cooperation, fiscal discipline, and smart diplomacy. Without it, we may find ourselves stumbling into history’s most dangerous kind of repetition: preventable collapse masquerading as slow-moving progress.

TECH RESET
The Rise of Humanoid Robotics: 2025’s Leap Toward a Mechanical Workforce

In 2025, humanoid robots have taken a giant step out of science fiction and into real-world utility. The global race to develop intelligent, adaptable machines is heating up, and a handful of companies are pulling ahead.

China’s Engine AI, barely two years old, is already turning heads with its SE01 robot. Trained in Nvidia’s Isaac Gym and backed by UC Berkeley researchers, SE01 doesn’t just walk, it squats, flips, and lifts with uncanny fluidity. This isn’t your average bolt-tightening automaton; it’s a learning machine designed for dynamic, real-world labor.

Meanwhile, Figure AI’s second-generation robot, Figure 02, is quietly redefining dexterity and collaboration. With 16 degrees of freedom in each hand and the ability to work autonomously in kitchens and on factory floors, it’s as if ChatGPT gained arms and a shift schedule. BMW is already putting it to work.

Then there’s Boston Dynamics’ Atlas, now fully autonomous and seemingly auditioning for Cirque du Soleil. After years of physical training, Atlas is now thinking on its feet, thanks to advanced AI integration with Nvidia’s Jetson Thor. It's being groomed for factory work but could just as easily serve on a rescue team.

On the domestic front, Neo Gamma from Norway’s 1X Technologies is designed for the home, complete with a soft fabric exterior and glowing earrings that convey emotion. It may not be fully autonomous yet, but its charm is undeniable.

And Tesla? Elon Musk’s Optimus is closing in fast with Gen 3. A $20,000 price tag puts it within reach for widespread adoption. Add to that China's $16,000 Unitree G1 and London's modular HMND01, and it’s clear: the humanoid robot revolution has arrived.

The only question now is whether society is ready for its new coworkers.

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.