Jesse provides a market update for February 25, 2026, noting a stock rally following the State of the Union address, a late-session sell-off in gold and silver, and a weakening US dollar. The commentary is interspersed with philosophical reflections

Broad price discovery is yet to occur in equity, credit and ‘alternative asset’ markets.

Bitmine has pivoted from Bitcoin mining to an Ethereum-focused treasury model, accumulating ETH and generating staking yield.

Gold moved higher again, but not above its very recent high, silver outperformed, and so did miners.