The markets are printing a sea of green today! 🟢 $SPX ( ▲ 1.05% ), Gold, and $BTC ( ▼ 0.82% ) are all climbing as the "AI productivity" narrative takes over. Fed candidate Kevin Warsh is being very optimistic, arguing AI will crush inflation and finally give the Fed a reason to slash rates.
In DC, Treasury Sec Bessent is calling for the CLARITY Act to secure US dominance via crypto rails - major long-term alpha for the ecosystem!
But watch out: Oil is still hot at $90+ because Iran just seized two ships in the Strait of Hormuz. Despite Trump’s ceasefire talk, the "war premium" is sticking around, especially with Trump’s new deadline to Iran reportedly ending this Sunday.

Here’s what we got for you today:
👀 Stock momentum screams bull run
⭐ FTX missed $100B after bankruptcy
⭐ MetaMask co-founder steps down
🔥 Burning hot takes for the road


Stop Losing Your Money. It's time to upgrade your trading platform.
Your current trading platform is probably letting you down
Limited assets (no international stocks, no commodities, no pre-IPO companies)
Limited ability to short
Limited access to leverage
Limited trading hours
Liquid is one of the fastest growing trading platforms, allowing users to trade stocks, commodities, FX, and more 24/7/365 from their phone and computer.
Trading on Liquid is as simple as:
Pick an asset
Pick long or short
Pick your position size and leverage
Place your trade
The best part is that Liquid markets never close. So no matter what is going on in the world, you are able to keep your portfolio positioned properly.

If you’ve been watching the news lately, you probably feel like we’re five minutes away from a total economic meltdown. But then you look at your screens and see the S&P and $BTC ( ▼ 0.82% ) printing new highs like it’s their job.
Most people are sitting on the sidelines, paralyzed by "grocery store inflation" while the smart money is quietly front-running the next leg of this 2026 supercycle. In our latest report, we’re breaking down the massive gap between the headlines (which are designed to keep you poor) and the data (which is screaming "Send it"):
Why the fact that 60% of stocks are trading above their long-term average is the ultimate insurance policy against a crash.
How "bad news" for workers is actually the secret fuel that’s going to force the Fed’s hand on interest rates.
Why most retail traders sell too early when they see an overbought signal - and why, in a real bull run, it’s actually a sign of massive stamina.

🚀 FTX COULD HAVE MADE $100B TODAY IF IT DIDN’T GO BANKRUPT…
While creditors were fighting for their pennies, FTX sold a 5% stake in an AI startup called Cursor back in 2023 for a measly $200,000. This week, SpaceX moved to acquire Cursor at a $60 billion valuation.
→ That $200k sale would be worth $3 billion today. That is a 15,000x return that went to some lucky buyer instead of the victims.
1/ The math of a Mega-miss
Back in 2022, Alameda Research (SBF’s trading arm) put $200k into Anysphere (the team behind Cursor) at a $4 million valuation. When the empire collapsed, the court-appointed liquidators saw a "small" AI coding tool and liquidated it for exactly what Alameda paid: $200k.
Fast forward to 2026, and Elon Musk is merging xAI with SpaceX, valuing Cursor at $60B to close the gap with OpenAI. The FTX estate basically sold a winning lottery ticket for the price of the paper it was printed on.
2/ Fuel for SBF"I told you so" narrative
This is absolute gasoline for Sam Bankman-Fried’s defense. From his cell, SBF has been writing letters claiming the estate "destroyed tens of billions" by panic-selling assets at the absolute bottom of the market.
His parents are already hitting the media circuit, using the Cursor news to push for a pardon. Their argument? "If the estate hadn't been so thirsty to liquidate, everyone would have been paid back 2x over." It’s a powerful narrative, even if it ignores the fact that the money used to buy that stake was essentially "borrowed" from user deposits in the first place.
🧠 Hindsight is 20/20, but $3B is $3B
Look, being a liquidator is a thankless job. Your goal is to get cash back to creditors ASAP, not to "HODL" and hope for a 15,000x AI moonshot. But this is the second time they’ve been caught sleeping - remember when they sold off Solana ($SOL ( ▼ 2.87% )) at $60?
In bankruptcy, you don’t get to diamond-hand volatile assets and hope for a bull run. The mandate is to reduce risk and return funds. But this case highlights something important:
Timing matters more than anyone wants to admit.
Selling at the bottom protects against further downside - but it can also lock in massive missed upside. For crypto investors, the lesson is familiar:
panic selling often happens at the worst time
narratives can flip faster than fundamentals
and sometimes, the biggest gains come right after forced liquidations
In this case, FTX didn’t just sell early… They sold what turned out to be a generational AI bet before it even had a chance to run.

Do NOT Buy Physical Gold. Here's Why...
If you own physical gold or silver, you need to see this. There's a new class of assets that exist completely outside the banking system. It's digital, but CBDCs can't control it. Best of all? It's earning 8–12% yearly yields.
This could be the best way to keep your money safe as the digital dollar gains momentum.
For educational purposes only. Results will vary. DM Intelligence LLC is not liable for losses.

🦊 METAMASK CO-FOUNDER STEPS DOWN AFTER 10 YEARS: WHAT’S NEXT FOR WEB3?
Dan Finlay, the co-founder and one of the core architects behind the little fox icon we all use daily, has officially stepped down from Consensys. After a solid decade in the trenches, the man is hanging up his keys to focus on family and recover from the inevitable burnout that comes with building the world’s most used Web3 portal.

If you’ve been in the space for even a few months, you know Dan is one of the reasons we even have a DeFi or NFT market to play in.
1/ From an ETH wallet to a Multichain beast
MetaMask started back in 2016 as a simple bridge to the Ethereum ecosystem. Fast forward to 2026, and it’s basically the "financial browser" for the internet. Under Finlay’s watch, MetaMask didn't just stay in its EVM lane - it expanded to $BTC ( ▼ 0.82% ) and $TRX ( ▼ 1.76% ), integrated Mastercard for crypto spending, and even launched its own stablecoin, mUSD, via Linea and Bridge (Stripe).
He’s leaving the project at a point where it’s more of a fintech giant than just a browser extension.
2/ Quietly building the “subscription layer” of crypto
Before walking out the door, Finlay made sure to highlight what I think is the most underrated upgrade in MetaMask history: Advanced Permissions (ERC-7715).

It allows dApps to execute transactions for you based on pre-set rules.
Think automated DCA or recurring subscriptions without clicking "confirm" on your wallet every five seconds.
Even Roman Storm (Tornado Cash co-founder) gave this a shout-out, saying it’s the closest we’ve ever come to the seamless experience of Visa or Mastercard. This is the "UX Holy Grail" we’ve been waiting for.
3/ The 2026 "restructuring" meta
Finlay’s exit isn’t happening in isolation. Across the space, teams are tightening up. Companies like Messari, the Ethereum Foundation, and infra projects like Optimism and StarkWare have all gone through layoffs or leadership shifts recently.
It’s a "revolving door" season for Web3 OGs as projects pivot from "build at any cost" to "sustainable profit."
🧠 Is the Fox still Bullish?
Finlay has built a machine that is now "too big to fail." MetaMask has successfully transitioned from a hobbyist tool to a global infrastructure.
Don’t panic-sell your bags or switch wallets just yet. Dan has left the foundations solid. Take this as a reminder that even the biggest legends in crypto need a break sometimes. ✨

🔥 BURNING HOT TAKES FOR THE ROAD
Uzbekistan is courting miners with a new "special crypto zone" and a massive 10-year tax holiday to boost national hash rate. Read more
Binance.US just slashed spot trading fees to "near-zero" for all digital assets to suck liquidity back into its platform. Read more
SocialFi gets dark. The founder of Believe was arrested on strangulation charges amidst a massive rug pull lawsuit involving millions. Read more
Sam Bankman-Fried just withdrew his motion for a new trial, claiming he won’t get a fair hearing, and is now hunting for a judge swap. Read more
Rate us today!
🤡 SPICY MEME

Traders trying to predict the market. Trump:

💌 SHOUTOUT FROM OUR FIRESTARTER

We read your emails, comments, and poll replies daily
Hit reply and say Hello, we'd love to hear from you!
And if you’ve got a friend deep in crypto (or just getting started), feel free to forward this to them. They can sign up here. Cheers!
⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.








