Why Howard Marks Says Play Defense

ALT5 Sigma isn’t your average fintech name. This lean, next-gen platform blends crypto infrastructure with regulated, institutional-grade tools—bridging payments, trading, settlement, and custody through slick APIs. It’s quietly powering the digital asset revolution for real players. You’ve probably heard the buzz — $1.5 billion raised for the WLFI token treasury strategy. But do you really know the force behind this powerhouse? Let’s dive in and uncover the story."

President Trump just signed an executive order that’s shaking up retirement investing. If you’re looking to make a big bet with your 401(k), this is the green light you’ve been waiting for. If you’re not paying attention—well, here’s why you should be.

Let’s break it down.

Let’s talk about Anthropic—not with Wall Street buzzwords, but with an investor’s eye on durable growth and strategic edge." This isn’t just another “foundation model company with strong ARR growth and expanding compute spend.” Nope. This is an AI research lab turned ultra-ambitious platform firm with deep philosophical roots and a frontier-safety mindset. It’s selling Claude-powered intelligence to governments, corporations, and cloud titans—and doing so on its own terms.

It’s a high-margin, defensible platform company riding the heart of the AI-industrial revolution. With runaway revenue growth, strong backing from Big Tech, and a vision for safe AGI, the case for Anthropic as a generational AI powerhouse is gaining steam.

But at what cost?

Big news for UK crypto investors! The FCA just announced a shift in its stance on crypto exchange-traded notes (ETNs)—and yes, that includes retail access... with strings attached.

I’ve watched silver play the understudy to gold for over two decades. But that dynamic may be shifting—fast.

Gold’s surge was fueled by silent central bank buying—especially across Asia. Silver didn’t get the memo. But the tide is turning as investors eye silver's deeply discounted value relative to gold. The gold/silver ratio still hovers near 88. Post-GFC average? 68. A reversion implies silver at $50+ if gold holds $3,400.

What is XRP? XRP is considered to have real product-market fit, strong institutional backing, and a powerful complementary role with RLUSD.

The XRP community is described as dedicated and resilient, helping keep interest in the asset alive even during legal and regulatory challenges.

Could BitMine be the MicroStrategy of Ethereum—but smarter, sooner, and yield-generating?

Washington is finally getting serious about crypto. The House of Representatives has declared the week of July 14th as “Crypto Week”, with lawmakers moving to advance a trio of long-anticipated bills aimed at setting a clear regulatory foundation for digital assets.

Ripple’s on a tear again—XRP is up over 400% in the last 12 months. Wild, right? But here’s the real question:
Can this rally actually turn a $500 investment into $50,000 by 2030?
Spoiler: the math says… maybe.

Microstrategy

Wall street back at it again!

So, S&P 500’s flying high again—breaking records, flashing rich valuations, and yes, bringing back a little of that meme-stock froth energy. But according to JPMorgan’s trading desk? No stress.

They’re saying even the bears are finally caving—bullish sentiment is creeping in fast. Andrew Tyler from JPM put it like this: “Even the skeptics are throwing in the towel.”

So… what really changed?

A couple months ago, JPMorgan couldn’t stop throwing shade at crypto. Jamie Dimon was still calling Bitcoin pointless, and stablecoins “unnecessary.” Fast forward to now—they’re gearing up to offer loans backed by BTC and ETH, diving straight into the deep end.