Google announced the launch of its new Energy Assessment tool, a new solution aimed at helping plant and sustainability managers at manufacturing companies to identify energy efficiency improvement opportunities.

In this week's podcast I focus on the mathematics of the market. I also update the EW labeling in both the NDX and NQ.

Markets showed a mixed rebound, with small caps leading, the S&P stabilizing at support, and the Nasdaq at a key inflection point. Bitcoin continued its selloff, while semiconductors test critical lows ahead of a potential final bounce attempt.

A deep dive into how stablecoins, abundant reserves, and deteriorating U.S. fiscal policy may reshape monetary policy—examining implications for the Fed’s balance sheet, seigniorage, inflation risks, and whether fiscal dominance is inevitable.

Bitcoin’s weekend price action may set the tone for U.S. stocks, as NVDA and the SPX react to shifting risk appetite. A BTC rebound could spark an equity bounce, while further weakness may deepen market caution despite Fed rate-cut hopes.