June Week 4 - 2025

BITCOIN RESET
Bombs, Bitcoin, and Buy-the-Dip?

Good morning, Monday reader. If you spent Sunday binge scrolling X, you already know Bitcoin threw its usual tantrum after U.S. bombers hit Iranian nuclear sites overnight. The world’s “digital gold” slipped below $99K, derivatives desks lit up like Times Square, and more than a billion dollars worth of over confident degen longs got liquidated before we sat down to eat dinner.

So, what happens when Wall Street’s opens at 9:30 a.m.? Odds are the market takes its cue from crypto and knee jerk sells, probably some sector rotation into safety, and a whole lot of color commentary about oil spikes and the Strait of Hormuz, blah blah. Now unless Tehran answers with something louder than just rhetoric, we’re probably staring at a choppy, downside biased week which is basically back to what us Bitcoiners have been dealing with for almost month now.

But let’s flip the page on your calendars to next month and the set up gets interesting. A geopolitical shock can do two things at once, scare hot money to the sidelines and hand long term bulls a fat pitch. If crude prices cool and the Fed keeps its rate cut playbook in their desk drawer, investors suddenly have an inflation scare in the rear-view and a familiar tailwind liquidity back in front.

So, will we get a “violent correction” to the upside? Could be. Could also be another fake out. Nobody really knows, not the guy on CNBC, not even the algorithm whisperers of Wall Street.

Here’s the play though, keep your dry powder dry. Have a watch list of quality names you’d love to own at 10-15% discounts. If headlines calm, this sell off becomes a great sale. If they don’t, you kept your capital intact, no harm, no foul. Either way, emotional cash grabs rarely age well.

Remember, once the dust settles, markets have a habit of snapping right back to their regularly scheduled bull run.

Just saying! 🤷🏻‍♂️

AI RESET
Winning the AI Gold-Rush by Loving One Problem to Death

Picture the current AI frenzy as a digital gold-rush: everyone racing around with virtual pickaxes, chasing every glimmering new tool on Product Hunt. Fun? Sure. Profitable? Not so much. The real money, my friend, sits with the miner who sticks to one seam and digs until their arms ache.

That’s pillar one focus. In a world where ChatGPT upgrades arrive faster than your coffee cools, attention has become venture capital’s rarest asset. Obsess over a single market the way elite athletes obsess over their sport. Messi isn’t dabbling in ping-pong between matches; he’s drilling free-kicks until muscle memory handles the physics for him. Treat your chosen niche the same way.

Now, strategy. Think of it as dating your market before popping the question. Start wide with an AI-powered service that already keeps CEOs up at night—lead gen, appointment-setting, whatever moves the cash needle. Once you’ve tried a few dance partners, pick the one you click with and double-down. Weekly coaching calls turn into free R&D: clients spill their real pains, you prototype quick fixes, and soon you’ve got proof, not promises that your bot actually delivers.

That’s when the magic happens. You bottle your hardest-won workflow inside a slick SaaS shell, slap a logo on it, and, voilà intellectual property. Suddenly your little agency isn’t worth 4-6× profits; you’re a tech company flirting with 20-plus-times revenue. Sell 90 percent, pocket life-changing money, keep a sliver for the moonshot upside. Skin in the game, champagne in the fridge.

Finally, faith. Not the airy fairy kind more like stubborn self permission to fail forward. Reality tends to mirror your internal monologue, so ditch the doom scroll and prime that voice to say, “I’ve got this.” Hustle, iterate, but hold your vision lightly, goals matter, excess importance sabotages.

Love one problem to death, and the AI gold rush will love you back. 😉

ECONOMIC RESET
When Walmart Out-Earns a Nation

Imagine waking up in Tehran tomorrow and discovering your new president isn’t a black-turbaned cleric but, say, a no-nonsense MBA who geeks out over supply chains and exchange rates. This may surprise you, but that’s the day most Iranians are quietly praying for. Religion on the ballot? HARD PASS! They’d rather have someone who knows how to keep the lights on than someone who can quote medieval jurisprudence.

The jaw dropper? Iran’s entire annual output: oil, pistachios, handmade carpets, the whole enchilada, adds up to roughly $400 billion. Walmart does $680 billion. One big box retailer, headquartered in Arkansas, out earns a nation of 92 million engineers, doctors, and poets. That stat isn’t just trivia, it’s a humongous sign that says “UNLOCK THE F*#$NG ECONOMY ALREADY!” Enough with the religion 🤦🏻.

Geography could make Iran the Singapore of the Silk Road. Europe on one flank, China on the other, Russia hovering above, the trade routes write themselves. But when your Supreme Leader’s résumé reads “Ayatollah, not Economist,” the world swipes left!

Economic reform and personal freedom are twin engines for Iran, throttle both up and this place could rocket.

Why should you care from your comfy couch in Chicago or Copenhagen? Because a prosperous, open Iran would yank a giant thorn out of Middle East politics. Fewer proxy wars, more customers, cheaper energy, pick your incentive. The quickest path isn’t another drone strike, it’s letting Iranians choose spreadsheets over sermons.

So when you scroll past the next headline shouting “Death to America,” remember that on the other side of the chant, is a kid staring at the same price charts you are, wondering why his whole country earns less than Walmart.

Unlock that kid’s future and we all win.

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.