Anthropic, Blackstone, and Goldman Sachs officially launched Ode today. A $1.5 billion AI services firm. Forward deployed engineers embed inside enterprise companies, map their operations, and build custom AI systems on top. Read that again. That's essentially what we do at Boom, and what so many operators in this space are doing successfully right now. Map the workflows first. Consolidate everything into one operating system and layer. Layer AI on top of a foundation that actually works. After 87+ clients, it's the only approach I've seen hold up. Now the smartest money on the planet put $1.5 billion behind the same playbook. And to be clear about what this actually means. It doesn't mean the opportunity just closed. Ode is a boutique firm. Their own executives admit demand for these engineering teams far outstrips supply. Their pipeline comes from PE portfolio companies. They're built to serve a few hundred clients, max. There are hundreds of thousands of companies (In the USA along) doing $2M to $50M a year. Drowning in manual work. Running on 20 disconnected tools. Full access to the best AI ever built and zero idea how to apply it. Ode will never call them. Somebody has to. Blackstone doesn't make $1.5 billion bets on maybes. Neither does Goldman. They ran the numbers and concluded the biggest business in AI is implementation. Walking into a company, mapping how it actually runs, and building the systems that change it. They just published the playbook. Every company on the planet is going to hire an AI services firm. The only open question is whose. People will read this news, nod, and go back to waiting for a sign. This was the sign. Go build.

Claude Cowork is coming to mobile and web. Hand Claude a task at your desk and pick up the finished work from your phone. Close the laptop and Claude keeps going. Beta is rolling out over the next several weeks starting with the Max plan, with more plans to follow.

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If you get sad at Bitcoin's price going down, you are a high time preference little RAT. Bitcoin's 2-Year Moving Average, year by year: 2013: +1,393% 2014: +247% 2015: +10% 2016: +6% 2017: +442% 2018: +154% 2019: +29% 2020: +24% 2021: +216% 2022: +29% 2023: -25% 2024: +66% 2025: +77% One negative year in a decade and a half. The volatility is the toll. Up and to the right is the road.

BREAKING: COINBASE CEO BRIAN ARMSTRONG JUST CONFIRMED TO SPEAK AT THE SENATE TOMORROW TO PASS THE #BITCOIN AND CRYPTO MARKET STRUCTURE BILL CLEAR RULES IN AMERICA IT’S COMING 🚀

Pro Bitcoin President Pro Bitcoin Treasury Secretary Pro Bitcoin Commerce Secretary Pro Bitcoin Fed Chair Pro Bitcoin SEC Chair Pro Bitcoin CFTC Chair CLARITY Act Strategic Bitcoin Reserve State Bitcoin Reserves Record level institutional accumulation IBIT = most successful ETF launch EVER Banks can now custody Bitcoin legally Stablecoin rails going mainstream Digital credit revolutionizing fixed income President’s sons own Bitcoin company And y’all are bearish?

Had a lovely dinner last night with @POTUS and @FLOTUS. 2026 is going to be amazing!

LFG!!! 🚀🚀

I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close. If global liquidity is the single most dominant macro factor then we MUST focus on that. REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN DEBT. EVERYTHING ELSE IS A SIDESHOW. THIS IS THE GAME OF THE NEXT 12 MONTHS. Currently the gov shutdown has forced a sharp tightening of liquidity as the TGA builds up with no where to spend it. This is not offset by the ability to drain the Reverse Repo (it is drained). And QT drains it further. This is hitting markets and in particular crypto which is the most liquidity driven. TradiFi asset managers have had one of their worst years of performance vs benchmark and are now having to chase markets and that is allowing tech to be more stable than crypto. 401K flows help too. If this liquidity drain keeps going longer, stocks will get hit hard too. However... As soon as the gov shutdown ends, the Treasury begins spending $250bn to $350bn in a couple of months. QT ends and the balance sheet technically expands. The Dollar will likely begin to weaken again as liquidity begins to flow. Tariff negiotiations will have largely been completed, removing uncertainty Ongoing bill issuance increases, adding more liquidity via bank balance sheets and money market funds (and stable coins). Ongoing rate cuts (we will have economic weakness from the shutdown that will add to the evidence that rates need to come lower but no, there is no recession).. SLR changes free up more of the banks balance sheets allowing for credit expansion. The CLARITY ACT will get passed, giving the crypto regs so deserately needed for large scale adoption by banks, asset managers and businesses overall. The Big Beautiful Bill then kicks in to goose the economy into the midterms. The entire system is now being geared toward a strong economy and strong market in 2026 for these elections. China will continue to expand its balance sheet. Japan will work to strenghten the Yen, and also fiscally stimulate. The ISM will rise as rates fall and tarrif uncertainty drops away. You just need to get through the Window of Pain and The Liquidity Flood lies ahead. Always remember the Dont Fuck This Up rules...and wait out the volatility. Drawdowns like this are common place in bull markets and their job is to test your faith. BTFD if you can. td:dr - When this number goes up, all number go up.

JUST IN: $1.7 TRILLION CITI JUST GAVE A $485 BUY RATING TO MICHAEL SAYLOR'S STRATEGY WORLD'S LARGEST BANKS TURNING BULLISH ON #BITCOIN 🔥

JUST IN: 🇺🇸 Coinbase CEO Brian Armstrong to visit the White House today to help advance the Bitcoin and crypto market structure bill

Perplexity just quietly dropped a 42-page internal guide on how they actually use AI at work. What I found most useful: → How they automate the small stuff. Email, meeting prep, research (all done by AI) → Using AI to amplify your curiosity, not replace it. → Their prompting playbook is simple, practical, and genuinely good. Comment “AI” and I’ll send it to you for free.

How to Explain the Significance of STRC to Normies: • It looks like a boring dividend stock. It’s actually a Bitcoin-backed monetary parasite. • Pegged around $100… meanwhile, it’s siphoning fiat liquidity straight into Saylor’s orange war chest. • Pays ~10% yield to make retirees feel smart while they unknowingly fund the end of the dollar. • Uses dynamic dividends and ATM issuance to keep the price stable… basically a yield-bearing stablecoin wearing a Brooks Brothers suit. • Wall Street sees “income.” Bitcoiners see the birth of a self-funding hyperbitcoinization machine. • STRC is a polite financial virus engineered to orange-pill the global credit system one dividend check at a time.

Canada has the chance to lead the global digital economy 🚀 Thank you @Blockchain_CBC for hosting and MPs @RaquelDancho @BenLobbMP @Taleeb @GregMcLeanYYC @TimUppal and @PierrePoilievre for advancing conversations on digital assets and Web3 banking. @Vaulta_ is here for it! 💪

Spent an hour with @PierrePoilievre discussing #Bitcoin, blockchain, and the future of Web3 banking. Canadians deserve choice, clear rules, and world-class infrastructure. At @Vaulta_ we are building exactly that to power the next era of finance. It is time to bring common-sense innovation home 🇨🇦

Being in Ottawa for #Bitcoin on the Hill ensures @Vaulta_ is part of the conversations shaping Canada’s digital-asset rules. As the country drafts its own “Genius & Clarity”-style framework, we’re working to secure a seat at the table for open networks like ours. 🧵🧵

Great to see @yveslarose join industry leaders at the first-ever @Blockchain_CBC Bitcoin on the Hill Day Integrating Web3 banking and digital assets into Canada’s national dialogue is key to shaping the financial systems of the future 🇨🇦

Honoured to join fellow industry leaders and Members of Parliament at the inaugural @Blockchain_CBC Bitcoin on the Hill Day in Ottawa 🇨🇦 Constructive dialogue on #Bitcoin, digital assets, and Web3 banking is vital to driving growth, energy innovation, and financial inclusion in Canada. Grateful to represent @Vaulta_ in these important conversations with government leadership.

The official Vaulta Swap Portal has now closed bi-directional token swaps. One-way $EOS ➡️ $A swaps remain supported indefinitely. Since Launching on May 14: ✅ 86.5% of supply swapped to $A ✅ TVL near all-time highs ✅ 45+ CEX supporting 170+ $A pairs ✅ 98.8% of trading volume has migrated to $A Swap anytime 👉 swap.vaulta.com