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.

Remember AMC Entertainment​​​​? The one that was supposed to “moon” and make traders rich? Here’s an update – – since it has lost nearly 100% of its value:

U.S. manufacturing appears weaker than the hype — employment, hours, and production all slipped in September, challenging hopes of a robust industrial rebound.

NVIDIA’s Q3 earnings crushed expectations again, driven by explosive Data Center growth and soaring global AI demand. Big Tech and governments are rapidly buying GPUs, reinforcing NVDA’s dominance and easing AI-bubble fears.

Zoom stock price has remained in a deep consolidation phase in the past few years as demand for its services waned. It has remained inside the support and resistance levels at $56.27 and $91 since 2022. 

Michael Burry, the man behind the “Big Short” during the Great Financial Crisis, is shorting the AI trade because he notes that hyperscalers have been depreciating their GPU chip investments over more than three years.