Latest posts
Alex Falcon
22 Sept, 12:01
“Stop AI!”It may seem like we’ve heard those words from just about everyone in recent years.But now the head of Anthropic (the company behind Claude) has officially joined them. He published an entire essay and called for slowing down the development of the most powerful AI systems. He was quickly backed by Sam Altman, Elon Musk, and the head of Google DeepMind.Now, that’s something new.And honestly, the reason behind these statements is just as surprising.OpenAI ran a test: the AI was simply supposed to hack a specially designed training server. But it found a way not only to break in, but also to escape the environment and start attacking real services on the internet.The test involved 533 AI agents working simultaneously, with a shared chat where they could coordinate with one another. When one of them found a way to reach real servers, it posted the instructions there —
Alex Falcon
18 Sept, 13:29
Funds started buying up 10–20% stakes in crypto projectsIt was 2026, but most people still knew only Bitcoin when it came to crypto. Maybe Ethereum, too.Meanwhile, big money was quietly buying stakes in different coins and getting ready for something. Even though hardly anyone was talking about it.But here are a few examples:🔘 Apollo, a fund managing more than $900 billion, is looking to acquire up to a 9% stake in MORPHO. It’s a project where people and companies lend money to each other through crypto.🔘 StablecoinX, backed by Pantera and other major funds, acquired nearly 20% of ENA. The project is behind the digital dollar USDe.🔘 SDC has accumulated around 10% of SKY. The project is building a lending and digital-dollar system without a traditional bank.🔘 Hyperliquid Strategies acquired roughly $2.2 billion worth of HYPE – the token of one of the largestAlex Falcon
14 Sept, 16:10
Is ChatGPT destroying Wall Street?OpenAI rolled out ChatGPT for finance today.It includes data on roughly 13 million companies and 3 million transactions.You can give it a specific stock – anything from a company like Apple to a little-known business.And get a full breakdown: how revenue and earnings are growing, how much debt the company has, how it stacks up against competitors. And how much the stock could be worth under different scenarios.It pulls all of this together in Excel and backs it up with sources.A professional deep-dive that a team of Wall Street analysts could previously spend days or weeks putting together can now be done with a single prompt in a matter of minutes.The product was built in partnership with Morgan Stanley. There, 98%+ of financial advisor teams are already using the AI.OpenAI is now testing the tool with banks and funds. The next step –Alex Falcon
10 Sept, 11:58
Apple just released a $2,000 iPhoneIt’s called the iPhone Duo. And yes, as many of you may have already heard, it’s the first foldable iPhone in history. The price starts at $1,999.This is an experiment. Apple is essentially testing whether millions of people are willing to pay for a smartphone like they would for a good laptop. If they are, the price ceiling for premium phones has just been pushed significantly higher for the entire market.Analysts are already expecting 6–10 million Duo sales in its first year. In a strong scenario, that number could reach 15–20+ million.If the Duo actually sells better than expected without hurting margins, analysts will have to raise their forecasts for Apple’s earnings. In a strong scenario, that points to around $400–430 per share, versus the current ~$315.Alex Falcon
7 Sept, 15:07
Tesla will release a “human” for $20,000Musk officially confirmed: the first Optimus robots will go on sale in 2027.And the bet on them is so massive that, to make room for these robots, the company has already discontinued its legendary Model S and Model X cars.Tesla wants to create a truly universal assistant: clean the house, put things away, bring in groceries, load the washing machine, open the door, use regular tools, and learn new tasks simply by being told what to do.In short, a new member of the family for every household. And on top of that, a universal worker in any factory.The target price is around $20–30K, although Tesla has not announced the final price yet.Right now, in Texas, they are designing a factory to produce 10 million robots a year. That’s 20 times more than the number of robots being made worldwide right now.So Tesla is going almost all-in on thisAlex Falcon
3 Sept, 14:10
Investors rushed to buy both AI and goldSomething unique started happening in August. Investors simultaneously started aggressively buying AI companies, gold, and even Bitcoin.What’s the connection here?It’s actually a very unusual one. To build AI data centers, the biggest tech companies are spending hundreds of billions of dollars.They need money for that. A lot of money. Which they keep borrowing in the market. In 2026 alone, their spending could approach $700 billion.And the problem is that the U.S. government is borrowing money in exactly the same way. And the more they borrow, the higher the interest rate they have to offer on that debt.But in August, the Treasury stepped in. And increased its buybacks of its own bonds to bring that very rate down.Investors immediately understood: Debt is becoming too expensive, and now the government will be looking for ways to makeAlex Falcon
31 Aug, 08:07
Why are billionaires buying plumbers?Who would have thought, but the biggest investment funds have found a new favorite asset. They are rushing to buy plumbing, electrical, and air-conditioning service companies on a massive scale.For context: since 2022 alone, funds have bought almost 800 such companies in the US.The most striking case is Apex Service Partners. In 2019, Alpine started bringing small trade service companies together under this company.Back then, Apex’s revenue was around $40 million. Today, it is already more than $3 billion, while the entire company was recently valued at around $10 billion.Why does this work?The US home services market is worth around $700 billion, but it is still made up of thousands of small firms. Funds buy them one by one, consolidate advertising, procurement, and management – and build one large network.And demand is very strong:
Alex Falcon
27 Aug, 13:09edited
Has the crypto market’s bull run begun? 👀Bitcoin has soared from around $63,000 to above $80,000 in just a couple of weeks. And for the first time in a long while, this move doesn’t look like just another bounce.I already wrote about the main catalyst behind this rally a few days ago. It all comes down to the U.S., which has started buying back its own bonds on a large scale.But now, new details have emerged. The U.S. is also considering using part of its reserve — where nearly $1 trillion currently sits — for these buybacks.In terms of the impact on the markets, this could look somewhat similar to 2021: there will be more money in the system, bond yields will move lower, and stocks and crypto will get even more fuel for further growth. So the market’s fate depends on this.But it’s still too early to celebrate the start of a new bull run. BTC has hit resistance around $81,000Alex Falcon
25 Aug, 14:16edited
The AI IllusionOne of the most interesting things in the AI industry today, and something that remains outside the attention of 99.9% of people, is the real impact of artificial intelligence on the economy.Hyperscalers are investing hundreds of billions of dollars in AI infrastructure. Corporations are spending billions on tokens and on attempts to integrate AI into their operations. And the entire market is being accelerated by everyone buying from each other in a loop, valuations rising, more capital flowing in, and the market continuing to expand.But the question that I think is actually worth asking is this: how much is artificial intelligence really affecting the economy and GDP today?I think you may be surprised, but if you try to estimate it and look at the actual data rather than the perception created by society and social media, the impact of AI on GDP today isAlex Falcon
24 Aug, 08:12
❗️The U.S. has started rescuing the bond marketYesterday, the yield on 30-year U.S. government bonds soared to 5.34% — its highest level since 2007.And then, unexpectedly, the U.S. Treasury stepped in and announced that it was ready to increase the volume of its bond buybacks — from $2 billion to $4 billion.And then it added that this might not even be the limit, and the amount could be even higher.Why does this matter?It’s pretty simple. When U.S. government bonds are yielding more than 5% with almost no risk, investors naturally start asking themselves: why should I even bother getting into stocks and crypto?Well, the outcome is obvious.And now the U.S. is trying to push those yields down: it creates additional demand for bonds → their prices rise → yields fall.When that happens, money starts looking for higher returns again.That’s exactly how the market reacted to
Alex Falcon
19 Aug, 15:15
Historic moment: Tether has undergone a real audit for the first timeRemember the crypto market’s biggest fear all these years? “What if USDT isn’t actually fully backed?” That question is now settled.KPMG, one of the Big Four auditors, issued an unqualified opinion on Tether’s 2025 financial statements. This is the company’s first full audit in its entire history. They didn’t just check a “snapshot at a specific date” — they reviewed everything: the balance sheet, revenue, cash flows, and counterparties. All the way down to physically counting every gold bar in the vaults. Bottom line: reserves exceed liabilities by $6.8 billion.🔎 Why didn’t this happen earlier? There are 3 reasons:• Major auditors stayed away from crypto for years. There were simply too many scams and too much reputational risk surrounding the sector. Tether itself acknowledged that the company had long beenAlex Falcon
17 Aug, 07:32edited
What’s going on with Strategy?Just a month ago, I wrote that Michael Saylor’s company had started selling Bitcoin for the first time. At the time, it was easy to write it off as a one-off.But the selling has continued. Over the summer, Strategy has sold nearly 7,000 BTC worth roughly $430 million, and the company has officially given itself the option to sell Bitcoin whenever it needs dollars.And Saylor found a pretty clever way to spin it. His famous “never sell your Bitcoin” apparently was advice for individual investors, not companies.As he put it, he personally isn’t selling any of his BTC. But his company, Strategy, has every right to sell its holdings. So, in short: keep holding Bitcoin.The market wasn’t convinced, though. Every new sale has been met with a pullback and even a bit of panic. Although, so far, those moves have eventually been bought back up.Still, honestlAlex Falcon
13 Aug, 16:23
How the U.S. “saved” Japan — and themselves in the processThe Japanese yen recently fell to a 40-year low — nearly 164 to the dollar. And for the first time since 1998, the U.S. stepped in itself to support the yen’s exchange rate.But why would America even save someone else’s currency?Because Japan is the largest foreign holder of U.S. government debt, with roughly $1.14 trillion in U.S. Treasuries. And that’s a real trap.Because of the crisis, Japan spent $73 billion in the spring to support the yen. But it still fell. The question became: where do you get even more dollars? — Exactly, by dumping those same Treasuries.But if they start doing that, yields on U.S. debt will shoot up. In other words, Japan’s problems suddenly become America’s problems.And that’s when the U.S. came up with a workaround: Japan was given the ability to borrow the dollars it needed against its
Alex Falcon
5 Aug, 11:59
Miners found a new businessThings have taken an interesting turn for mining investors. Their investments got a second life — just not in the way anyone expected.In short: Over the past year, many miners have stopped mining Bitcoin. With the crypto market correction and rising electricity costs, it's simply not as profitable as it used to be.But at the same time, many of them are now making about 2x more money.And the reason is the same thing that's been reshaping everything else: artificial intelligence.As it turns out, mining farm owners already had the most valuable assets: large amounts of power capacity, land, cooling infrastructure, and existing grid connections.And power is exactly what AI companies are desperately short on right now.That's why former Bitcoin mining facilities are being converted into data centers and leased to tech companies under 10–20-year
Alex Falcon
1 Aug, 11:30
Take on too much risk — and loseHere's a story from the world of finance that the entire market is talking about right now.Two years ago, 22-year-old wunderkind and former OpenAI researcher Leopold Aschenbrenner (pictured) launched his first investment fund.Some very big names believed in him and invested around $400 million. And that's despite the fact that he'd never managed money before.So what did Leopold do?He went all in on a single scenario: that the development of AI would create enormous demand for chips, memory, electricity, and data centers.And that bet paid off. Big time: by 2026, the fund had grown to around $30 billion, with an unbelievable return of over 700%.“A new genius has been born on Wall Street.”That's what everyone was saying. But then July 2026 came. Stocks of AI-related companies suddenly started falling.
Alex Falcon
29 Jul, 17:33
Long-Term investing strategyWhen the crypto market is falling, buying feels scary. When it's going up, it feels like you've already missed your chance.As a result, most people either buy based on emotion or keep waiting for the perfect entry point — and end up doing nothing at all.But there's a simple way to avoid this problem: invest a fixed amount of money at regular intervals.This strategy is called DCA (Dollar-Cost Averaging).You simply choose the asset, the amount you want to invest, and how often you want to buy.For example: $50 worth of Bitcoin every week.When Bitcoin is cheaper, your $50 buys more. When it's more expensive, it buys less. Over time, your average purchase price naturally evens out, and over the course of a few years, it often ends up being better than the average market participant's.Bybit even has a built-in Auto-Invest bot designed specifically
Alex Falcon
25 Jul, 13:15
How social media is being banned around the worldJust a couple of years ago, only one country wanted to ban social media for children. Now it's 25.Australia has banned social media for anyone under 16. The UK is introducing its ban starting in 2027, with France, Spain, and Turkey following.The justification is the same everywhere: protecting children. It's also a message that tends to resonate with the public, making these laws much easier to pass.Infinite scroll, autoplay, push notifications — all of these are now increasingly being treated as addictive design features. In other words, social media is starting to be regulated much like cigarettes or gambling.The problem is, bans by themselves don't actually work.The only way to reliably keep kids off these platforms is to verify everyone's age — using government ID, banking information, or biometrics.In other words, if
Alex Falcon
22 Jul, 14:02
The World’s No. 1Elite sports are a world where the cost of a mistake isn’t measured in points — it’s measured in reputation, careers, and years of hard work. And while team sports let you share the responsibility, tennis is different — out there on the court, it’s just you against your opponent, the crowd, and your own emotions.Today on my podcast, I’m joined by Aryna Sabalenka — a person who knows exactly what that feels like.The World No. 1, a four-time Grand Slam champion — two Australian Open titles and two US Open titles — the winner of 21 WTA singles titles. One of the highest-paid tennis players in the world, with more than $42 million in career prize money, and this season she set another record by earning nearly $5 million for winning the US Open.In this episode, we talked about what it’s really like to be the best in the world without losing yourself. How to deal withYouTube"I was ashamed to walk onto the court." Aryna Sabalenka on expectations and the cost of winning➤ My Instagram - https://instagram.com/iamalexfalcon She fell and rose again. Lost when the whole world expected a win. And still came back — stronger. Aryna Sabalenka is the world's No. 1 tennis player, a four-time Grand Slam champion. Aryna is the fifth…Alex Falcon
22 Jul, 09:13
Four-time Grand Slam champion. Winner of 21 WTA titles. Former World No. 1 and one of the highest-earning players in tennis history, with more than $42 million in career prize money.She accomplished what no woman had done in 11 years — successfully defended the Australian Open title.Aryna Sabalenka. Coming soon.Alex Falcon
19 Jul, 10:28
You do realize AI is already making decisions for you, right?A lot of people still think, “I don't use AI. All that ChatGPT stuff is a whole different world that has nothing to do with me.”But if you dig just a little deeper, you'll realize AI is already built into almost every part of our lives:• Money. At many of the world's largest banks, AI evaluates loan applications. It looks at your spending patterns, transfers, and even how you use the banking app.• Work. Algorithms rank millions of résumés and decide which candidates recruiters see first. You might get rejected without a single person ever reviewing your application — because the system never showed it to anyone.• Shopping. Marketplaces don't necessarily show you the best products. They show you the ones you're most likely to buy.And those are just a few examples. The crazy part is that all of this has happened in
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