June Week 1 - 2025

CRYPTO RESET
How The Stablecoin Genius Act & the SLR Could Shore Up the U.S. Bond Market

Let’s talk bonds shall we?
Imagine the U.S. Treasury market as the world’s most trusted savings account where billions of dollars flow into Treasury bonds every day, financing everything from infrastructure to defense. Because the dollar is the global reserve currency, investors worldwide park money in U.S. debt, keeping yields low and the economy humming. But what happens when that trust starts to wobble? Well investors around the world begin to shy away from holding U.S. debt. Well here is where stablecoin regulation and a tweak to the banking rule known as the Supplementary Leverage Ratio (SLR) enter the building.

Stablecoins are digital tokens pegged to the U.S. dollar and they have exploded in popularity in recent years. but because of the last administrations stance of crypto, stablecoins have lived in regulatory limbo. The proposed “GENIUS Act” could change all that by setting clear rules for stablecoin issuers, effectively recognizing them as safe, dollar-backed instruments. If properly regulated, stablecoins can serve as on ramps for fresh liquidity into the Treasury market. Picture a corporate treasurer moving funds swiftly from a stablecoin wallet into a Treasury auction, boosting demand and helping keep bond yields in check.

At the same time, Treasury Secretary Scott Bessent is reportedly exploring adjustments to the SLR, which dictates how much capital banks must hold against certain assets, including treasuries. By relaxing the SLR’s requirements or all together suspend it, banks could hold more Treasuries without tying up excessive capital. In other words, banks would be encouraged to buy and hold more government debt, stabilizing demand when market jitters arise.

Together, these moves create a powerful backstop. Regulated stablecoins can funnel global dollars into U.S. debt markets instantly, while a friendlier SLR framework ensures banks remain willing buyers. The result? The U.S. can maintain its bond market stability and by extension, the dollar’s dominance, while the rest of the world watches in awe as digital dollars and traditional banking rules move in lockstep. Who would of ever imagined that “The funny internet money” could be what may be keep the world’s most important market and currency stable. 😎 

WEB RESET
AI’s Zero Click Tsunami Is Drowning the Open Web

Remember when Googling something meant clicking a blue link, landing on someone’s blog, and falling down a rabbit hole of ads, popups, and oddly specific cookie disclaimers? Yeah, that era’s on life support.

Today, search engines and AI bots are serving up answers right on their own turf, no clicks required. It’s called “zero click search,” and according to Cloudflare CEO Matthew Prince, it’s quietly gutting the internet’s business model. For every one visitor Google sends to a site, it now scrapes 15 pages. OpenAI? Closer to 1,500:1. The math is brutal for publishers and creators who rely on traffic to make a living.

Why does this matter? Because fewer clicks mean fewer eyeballs on ads, fewer subscriptions, and fewer dollars to fund the creation of, well, anything worth reading.

And while big AI companies like OpenAI are starting to license content, most of their competitors are still happily vacuuming up the internet for free. The solution? According to Prince, it’s not lawsuits, it’s code. Cloudflare is helping content creators block AI crawlers unless they pay up. Think of it as a digital paywall for robots.

The future, then, isn’t about eliminating content creators, it’s about valuing originality. Generic, clickbaity fluff? That’s done. But if you’re producing something specific, insightful, and hard to replicate, like hyper local weather for skiers in Park City, you’ve still got a strong hand to play.

Bottom line: AI needs quality content to thrive. And if creators play their cards right—by restricting access, asserting value, and striking licensing deals—the web might not just survive this AI wave. It might just evolve into something smarter, leaner, and way more human.

TECH RESET
Tech Isn’t Dying It’s Just Growing New Limbs

Let’s clear the air, No, AI is not coming for all our jobs like some killer robot villain. The tech industry isn’t dying, it’s just doing what it always does….. evolving.

Of course, entry level coding gigs are drying up, but in their place, roles like AI engineer and consultant are exploding. That’s not a sign of decline, it’s a reshuffling. And it makes sense. AI can now write, test, and debug code at machine speed. So if you're still applying for “Junior Java Developer” like it’s 2015, that part of tech is dying!

What’s the secret? Don’t rush to where the puck was, skate to where it’s going. Today’s winners are those who understand how to use AI, not just write code. That means knowing how to integrate tools like GitHub Copilot, build full systems, or lead product strategies AI can’t.

And the best part? You don’t need no sticking degree, yo just need to build stuff. Contribute to open source. Mess around with LLaMA. Learn from legends like Karpathy. Master soft skills like storytelling and collaboration, because AI can crunch data, but it still can’t pitch a vision.

Bottom line, The question isn’t “Will AI take my job?” It’s “Will someone who understands AI better than me take my job?” Tech jobs aren’t vanishing. They’re transforming. And the people who transform with them, will ultimately run the show.

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.