September Week 2 - 2025

BITCOIN RESET
This Bitcoin Cycle is Different

If this Bitcoin cycle feels different, you are not imagining it. The buyers are bigger and they are sticking around. Pension funds, state funds, and corporate treasuries have started to add Bitcoin. Spot Bitcoin ETFs gave them an easy doorway, and those funds have kept pulling in cash week after week. That steady demand matters because new supply is thin. Only about 165,000 new Bitcoin are issued each year, while a large chunk of existing coins have not moved in months. Fewer coins on the shelf plus more long term buyers is how breakouts happen.

Macro helps too. If interest rates drift lower, money usually moves out the safety lane and into growth and alternatives. Some analysts think that mix could push Bitcoin near the 140,000 mark by year end. No guarantees of course, but the fuel is in place.

A slow burn story is starting in retirement plans. A recent executive order kicked off the process for 401k providers to offer crypto exposure. It will not flip on overnight. Expect six to twelve months of rulemaking and careful product design. Even small allocations spread across millions of savers can add meaningful demand.

What should a regular investor do with this? Keep it simple. If you want exposure without learning private keys, a low fee spot Bitcoin ETF inside a brokerage or retirement account is the clean option. If you prefer to own coins directly, learn basic self custody and only invest what you can leave alone through big swings. For most balanced portfolios, a 1 to 5 percent slice is the typical research driven range. Dollar cost average, do not chase green candles, and review your plan once or twice a year.

One more note on Ethereum. Institutions tend to lead with Bitcoin, but Ethereum has regained attention because it powers tokenization and stablecoins. If you explore it, treat it as a separate bet and size it even smaller.

Steady, informed moves beat FOMO.

ECONOMY RESET
Staying Middle Class in the Age of AI

If you feel like you are running harder just to stay in place, you are not crazy. Prices keep nibbling at your paycheck, the stock market looks fine from the outside, and meanwhile your favorite takeout costs more every month. I hear the same thing from friends across the country.

Here is the simple version of what is happening. AI and automation are squeezing the middle of the job market. In some cities, robotaxis are already cheaper than ride shares, which is great for riders and rough for drivers. In offices, a lot of entry level work now starts with an AI draft instead of a junior hire. Warehouses, delivery routes, and customer support are getting more automated by the quarter. New jobs will show up, but some people get stuck in the gap while the economy rearranges itself.

So what do you do if you want to stay solidly middle class or move up a rung. First, own skills that AI does not do well without you. Learn the tools, then be the person who checks quality, talks to clients, sets taste, and connects the dots. Practical ideas you can start this week: take a short course on data cleanup, learn to write clear prompts, ship a small portfolio project, or volunteer for a messy cross team task at work.

Second, try to own a slice of the stuff that grows when policy runs the economy hot. If your budget allows, funnel a little into broad index funds and keep your cash in an account that pays interest. Some people keep a small allocation to scarce assets like Bitcoin because the supply is fixed. Only do that if you understand the risk and can ride out the swings.

Lastly, make a boring plan you can live with. Three months of expenses, automatic contributions, and one written rule for when you rebalance. You cannot control the pace of AI or the next rate cut. You can choose to be the owner of your skills and at least a small owner of the productive economy. That choice keeps you moving forward while the ground keeps shifting.

AI RESET
Google’s AI Just Changed Filmmaking Forever

Filmmaking just crossed a line, and Google’s Nano Banana is the reason. For years, small teams could get beautiful AI shots, then lose the plot when a character’s face, outfit, or lighting changed from scene to scene. Nano Banana fixes that. You start with one strong reference frame, feed it shot descriptions, and it returns a sequence of images that keep the same character, wardrobe, color palette, and mood. In plain terms, it gives you continuity on tap.

The workflow feels natural. Pick a single “hero” image that nails your tone. Write a simple beat sheet, one sentence per shot. Upload the reference to Nano Banana, pair each beat with a prompt, and collect the first frame of every scene. You now have a storyboard with consistent characters and style. From there, animate those frames with the video tool you like, cut them together, grade, add sound, and you have a finished piece that feels authored, not random.

This matters because continuity was the last big wall for solo creators. With Nano Banana, an indie can hold character identity across a whole film. A studio team can explore ten looks in an afternoon without wrecking consistency. Previz becomes faster. Reshoots become cheaper. The tech does the heavy lifting, and you steer the taste.

It is not push button magic. You will toss out weak frames, rewrite a beat, and try again. You still choose lenses, pacing, and color. You still hunt for music and stitch the emotion together in the edit. That is the point. Nano Banana does not replace the filmmaker. It makes the filmmaker faster.

If you care about where movies are heading, start with one image and see how far you can push it. Google’s Nano Banana is the keystone of this new pipeline. The tools are finally ready. Your idea is the variable.

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.