Thiel’s AI Bets: A Portfolio Diary

He sold all his Nvidia. All of it. Apparently, he thinks the future is… elsewhere. Let’s break it down, shall we? Because honestly, I need to. It feels like there’s a lesson here, and I’m desperate to find it before the market opens and I make another questionable decision.

Bitcoin’s Rollercoaster: When Prosperity Meets the Abyss

On what seemed an ordinary Wednesday, Bitcoin, that digital gold, took a tumble-not with the grace of a ballet dancer but with the clumsiness of a drunken sailor-reaching a low not seen in three weeks. From lofty heights of nearly a hundred thousand dollars, it plummeted, as if yanked down by some invisible hand of fate. The past week’s volatility, stirred by geopolitical whispers and shadows, has driven the crypto to retrace nearly 10% of its recent gains, leaving traders with frowns and empty pockets.

X’s New ‘Starterpacks’ – Will They Save Crypto or Just Start the Chaos?

In the vast expanse of the digital realm, where mortals squabble over likes and relevance, the social media colossus X has resolved to bestow a new feature upon the unwashed masses. Dubbed “Starterpacks,” this innovation promises to guide the newly baptized X users through the labyrinth of curated lists-crypto, technology, business, and more-without requiring the effort of critical thought or the peril of self-discovery.

Davos 2026: Banks Finally Get Their Crypto Permit from Uncle Sam

At the 2026 World Economic Forum in Davos, David Sacks, the White House’s crypto czar, declared with the solemnity of a man announcing the end of winter that banks are preparing to fully adopt cryptocurrency. One imagines the bankers clutching their portfolios like children holding hands during a thunderstorm, finally assured that the lightning rods of regulation have been properly installed.

Crypto Goes Bananas! Bitcoin & USDC Take Over the Treasury!

Well, slap my wallet and call me a blockchain! The crypto world in 2025 decided to get all grown up. According to the wizards at CoinGate, digital coins aren’t just for buying your latte anymore-they’re running the whole coffee shop! Asset choices, settlement shenanigans, and network hijinks all teamed up to make merchants look like crypto geniuses.

Johnson & Johnson: A Study in Enduring Prosperity

The current yield of 2.4% is, of course, a matter of present consideration, exceeding by a comfortable margin the yield offered by the broader market, as represented by the S&P 500. Indeed, the recently published financial results for the fourth quarter serve only to confirm what discerning observers have long suspected: that the company’s financial health remains remarkably robust.

Crypto Bills: A Circus of Delays and Agricultural Clarity

Meanwhile, in a parallel universe known as the Senate Agriculture Committee, a different drama unfolds. With the flourish of a magician pulling a rabbit from a hat, they have unveiled their Digital Asset Market Clarity Act. And lo, they plan to vote on it on January 27, as if the stars themselves have aligned for this momentous occasion. Yet, in this comedy of errors, both bills must be merged before the full Senate can cast their votes. Clarity, it appears, is a dish best served cold-and very, very late.

Market Echoes: A Portfolio’s Reflection

The broader market, a surging tide, lifted many boats. Yet, to measure success solely by its rise is to mistake the surface for the depths. These three – Meta, Amazon, and PayPal – presented a more nuanced story, a whisper of resistance against the prevailing wind. Do they still hold promise as the year turns, as winter yields to a tentative spring?

Nvidia: A Most Promising Ten Trillion Dollar Frolic

The entire artificial intelligence kerfuffle, as it were, now seems to hinge on what Nvidia does with its quarterly reports. A most curious state of affairs, wouldn’t you agree? The transition, you ask how it happened? Well, it’s a story of rather clever chaps and even cleverer bits of kit.