The Hyperliquid Policy Center (HPC), a newly minted research and advocacy outfit, stages its entrance in Washington, D.C., on February 18, 2026. At the helm is Chief Executive Officer Jake Chervinsky, and the organization sets out to teach American lawmakers the arcane arts of decentralized finance (DeFi) and the stubborn machinery of perpetual derivatives, the stuff of future tall tales told in committee rooms.
The Shiller CAPE Ratio… a grotesque monument to investor hubris. Highest it’s been since the dot-com circus? Of COURSE it is. And Buffett’s indicator… 222%? The old man warned us. He said playing with fire was a mild description. He’s seen this movie before. We haven’t. Or, more accurately, we’ve forgotten it. And forgetting, my friends, is a dangerous habit when dealing with markets.
There was a narrative, readily embraced by those inclined towards skepticism, that Palantir’s future lay solely in its government contracts. That to truly flourish, it must cultivate a robust commercial enterprise. The introduction of the Artificial Intelligence Platform (AIP) has, undeniably, altered this calculus. It is a potent instrument, capable of harnessing the generative powers of AI, and demand has been, shall we say, spirited. Yet, it is a return to the source, a strengthening of ties with its governmental origins, that may prove to be the more enduring development.
First up: Coca-Cola. Honestly, it feels almost…safe. Like investing in oxygen. Everyone drinks it, or at least, someone somewhere is drinking it right now. They’ve been paying a dividend for 64 years. Sixty-four years! That’s…remarkable. It’s like they’ve mastered the art of not going bankrupt. Which, in the current economic climate, feels like a superpower. The yield is 2.59% right now, which isn’t going to make me a millionaire overnight, but it’s a start. And it’s gone up 46% in the last decade. Which, let’s be honest, is more than my savings account has managed.
Behold, the Ethereum Foundation, that venerable assembly of digital mystics, has unveiled its Protocol Priorities for 2026-a grand spectacle of code, ambition, and perhaps a dash of madness. Their vision? To reshape the network’s very soul, as if it were a mere clay to be molded by the whims of developers and the fickle fingers of the market.
Should a discerning investor find themselves possessed of two thousand dollars, and inclined towards a long-term commitment, it may be wise to consider those holdings which continue to commend themselves to the judgment of Berkshire Hathaway. Three in particular – Chubb, Chevron, and DaVita – present themselves as worthy of attention, though each, as shall be seen, demands a degree of circumspection.
These four, these titans of silicon and algorithms, represent nearly fifteen trillion dollars of perceived worth. A sum that could, with a modicum of sense, alleviate a great deal of suffering. Instead, it fuels the relentless pursuit of… what, exactly? More efficient advertising? More convincing simulations of reality? It’s enough to make one long for the simple days of alchemy.
The allure, of course, is speed. The promise of calculations performed at a rate that renders conventional supercomputers quaint. This, in turn, opens doors to solving problems currently deemed intractable – the design of novel pharmaceuticals, the creation of revolutionary materials. One imagines a world remade, all thanks to a machine operating on principles most of us struggle to grasp. A charming prospect, though one should always view such promises with a healthy dose of skepticism.
Enter the oracle known as CryptoQuant, offering us a glimpse into the cryptic world of Ethereum’s derivatives. We learn that the Estimated Leverage Ratio on Binance has taken a nosedive to a mere 0.557-its lowest since last December. This decline follows a raucous period of leverage that peaked at a rambunctious 0.675, evoking images of traders tossing caution to the wind like confetti at a wedding.
Lululemon? Oy, the name alone! Everyone thought they were just selling fancy yoga pants. Turns out, they were selling a lifestyle. And then… well, people got tired of bending over. The stock took a tumble, and now Wall Street’s saying it’s over. Balderdash! They’re writing this off like a bad borscht. The shares are down more than half from their peak, trading at a P/E of 13? That’s practically a giveaway! My grandmother got better deals on herring!