Investor Briefing: Bitcoin Sets a New ATH — Signals from the Post-Halving Phase
Executive Summary Over the weekend, Bitcoin printed a fresh all-time high near $125,000 and, as of Mon, 6 Oct 2025 (Europe/Vienna), is consolidating just below that…
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Tom Morris
MetaPlanet’s 497% “BTC Yield” vs. Strategy: Who’s Really Winning?
Executive Summary MetaPlanet (Tokyo) reports an approximately 497% year-to-date BTC yield, dramatically outpacing Strategy (formerly MicroStrategy), even as Strategy added 196 BTC (~$22.1m) and remains the…
Strategy’s “BTC Yield” After the Latest 196-BTC Purchase: What the Per-Share Math Really Says
Snapshot Strategy (formerly MicroStrategy) disclosed another incremental buy—196 BTC for roughly $22.1 million—cementing its reputation as the flagship corporate Bitcoin treasury. The headline is bullish, but…
Citi: Hyperscalers Could Invest $2.8 Trillion in AI Infrastructure by 2029
Executive Summary Citi has increased its outlook for AI-related capital expenditures by the largest U.S. hyperscalers—Amazon, Alphabet (Google), Microsoft, and Meta—projecting up to $2.8 trillion through…
Green Finance 2025: Barclays’ Landmark Carbon Removal Deal with UNDO
Executive Summary Barclays Bank has signed its first large-scale carbon dioxide removal (CDR) agreement with UNDO (website), a climate-tech firm specializing in enhanced rock weathering (ERW).…
AInvest’s Take on Gemini’s IPO: Premium Pricing, Real Friction, and Why Caution Makes Sense
Overview AInvest (website) is a New York–based AI-driven investing and trading platform operated by Ainvest Fintech Inc. and Light Horse Securities, Inc. It builds tools, analytics,…
Neutral Briefing Note: Euro Stablecoin Project Under MiCA
1) Scope A group of nine European banks has incorporated a company in the Netherlands to issue a euro-denominated stablecoin that will operate within the EU’s…
Gemini IPO: A Defining Test for “Compliant Crypto” in the Post-Coinbase Era
Executive Overview Gemini’s much-anticipated Nasdaq debut marks a pivotal test for the future of regulated crypto exchanges. Priced at $28 per share, the offering raised approximately…
Swiss Marketplace Group’s Upcoming IPO: Dominance Meets Regulatory Headwinds
Overview Swiss Marketplace Group (SMG) stands as a cornerstone of Switzerland’s digital economy, commanding a near-monopoly in the nation’s online marketplace and classifieds ecosystem. As it…
Brex Prepares for Its IPO Moment: Peter Thiel’s Fintech Powerhouse Sets the Stage for a Wall Street Disruption
Executive Overview The Scam-Or Project’s latest investor briefing identifies Brex, the fintech venture backed by Peter Thiel, as entering a decisive phase in its evolution. Positioned…