May Week 4 - 2025

DOLLAR RESET
The New Economic Order Petrodollar 2.0

Something big just shifted, and it’s not an overreaction.

On May 13, President Trump landed in Riyadh and secured a jaw-dropping $600 billion in Saudi investments across defense, AI data centers, autonomous vehicles and more. Days later, Qatar and the UAE each pledged over a trillion dollars into U.S. infrastructure, energy and technology bringing total Middle East commitments north of $3 trillion.

Why this matters is simple. Imagine the world’s biggest oil exporters placing their chips on American industry; that’s a modern petro-dollar reboot. Capital is flooding into U.S. companies, lifting share prices, spurring job growth and fueling research and development, all without a single fired shot.

At the same time, Trump quietly brokered a ceasefire between India and Pakistan, dialing down nuclear tensions, while the U.S. and China slashed tariffs from 145 percent to 30 percent. Markets didn’t merely shrug, they soared. The S&P 500 and Nasdaq hit fresh highs, and Bitcoin bounced back above $100,000 despite its usual volatility.

Then came the final coup de grâce: Coinbase was added to the S&P 500. Suddenly, crypto isn’t fringe anymore. It’s woven into every 401(k) and index fund that tracks the S&P, triggering billions in automatic demand. Digital assets have officially entered the mainstream.

So where does that leave you as an investor? First, staying invested in broad U.S. equities makes sense when foreign capital is backing American innovation. Second, holding some Bitcoin still feels early, even at six figures, because it’s solidifying its role as a permanent financial asset. Third, keeping cash in short-term Treasuries at around 4 percent yield lets you seize opportunities when volatility returns.

Call it a new golden era or a momentary surge. Either way, the global economic order is being rewritten in real time. If you want to be on the right side of history, now is the time to lean in.

BITCOIN RESET
$500K Bitcoin Isn’t Just Possible, It Might Be Inevitable

What happens when Bitcoin hits $200,000? According to Samson Mow, CEO of Jan3, the real fireworks begin.

Mow argues that once Bitcoin crosses that milestone, it won’t just be another all-time high, it could be the tipping point that triggers the largest wealth transfer in modern history. Why? Because at $500K per coin, Bitcoin would match half of gold’s market cap. At that point, gold holders might start asking themselves some uncomfortable questions… like, why are we still betting on metal when digital money keeps outperforming?

And if Bitcoin continues its climb to $1 million? Game over. Not just for gold, but potentially for fiat currencies as we know them. Mow doesn’t believe in a long coexistence. He sees fiat’s demise as inevitable, especially when Bitcoin can send value across the globe for pennies, instantly, with true finality. Try doing that with a wire transfer.

But here’s the twist: Mow isn’t anti-stablecoin. In fact, he sees tools like Tether as stepping stones, not threats on the road to hyperbitcoinization. People want dollars for now, and stablecoins meet that demand. But over time, Bitcoin wins. It always does.

In this vision of the future, countries that mine Bitcoin, like Bhutan, or potentially geothermal rich nations like the Philippines, will be the ones funding their own growth, free from IMF strings or central bank chokeholds. Forget taxing the rich into oblivion, that strategy only works until the money runs out.

The real power play? Get Bitcoin into more hands, more nations, and more balance sheets. Because in the new economy, it’s not just about owning capital, it’s about attracting it. And nothing attracts like a digital asset with a fixed supply, global demand, and no off switch.

The revolution underway. 😎

AI RESET
AI’s Quiet Revolution: Why We’re Underestimating What’s Coming Next

In 2016, something subtle but astonishing happened, AI beat humanity at its own game, literally. Eric Schmidt recalls AlphaGo’s victory in the ancient game of Go, particularly one unexpected move that left even master players scratching their heads. It wasn’t just a game-changing moment; it was proof we were entering new territory.

Today, AI buzz is everywhere, yet Schmidt insists we’re still underselling its potential. While many marvel at ChatGPT’s conversation skills, the real leap forward is happening quietly in the background: AI is now tackling planning, strategy, and even scientific research, effectively rewriting the rules of productivity. Imagine having a supercomputer spend just 15 minutes writing a rocket-science paper. Yeah, Schmidt casually bought a rocket company “as one does” and this tech helped him quickly dive deep into rocket science, something most of us can only dream about.

But this explosion of potential comes with real challenges. AI systems demand enormous amounts of power, enough to require dozens of new nuclear plants we’re nowhere close to building. Data? We’ve pretty much run out, forcing us to create more artificially. And there’s still a huge unanswered question: can AI ever truly invent something revolutionary, like Einstein did when he reshaped physics?

And then there's the global power play: US-China rivalry in AI could spark dangerous new tensions. If one side gets too far ahead, Schmidt warns, the competition could escalate quickly, even dangerously. That’s why transparency and clear guardrails are crucial.

Yet Schmidt remains an optimist. Picture a future where diseases vanish, education becomes personalized, and radical productivity transforms society. His advice? Embrace AI now, because we're not just spectators in this revolution; we’re riding the wave, every day.

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.