With this acquisition, the iShares Bitcoin Trust ETF now accounts for 3.95% of Tactive Advisors’ $309.28 million in assets under management (AUM). A modest figure, one might say, but not without its significance. The ETF’s position, though far from dominant, has certainly earned a place among the top holdings in their portfolio. As of June 30, 2025, the key components of Tactive Advisors’ holdings are as follows:
Now, before you roll your eyes and accuse me of being dramatic, hear me out. As a macro strategist, my job is to look at the big picture-the tectonic shifts in industries, economies, and technologies-and figure out where the puck is going, not where it’s been. And right now, Microsoft is skating circles around everyone else.
2030 is not a destination but a bureaucratic form to be filled out in triplicate, with each copy sent to a different department that no longer exists. The Bitcoin of that era, if it survives the quantum decryption apocalypse or the hard-fork schism, will be a pale shadow of its former self-yet the ETF will replicate it with the same zeal as a photocopy machine replicating a blank page.
The question looms like a zeppelin over Silicon Valley: Could Uber one day sit alongside Apple, Microsoft, and Nvidia in that exclusive club of trillionaires? It is bold, audacious, almost poetic-an idea so intoxicating that only the most hardened skeptic could resist raising an eyebrow at its sheer audacity. And yet, we must explore how such a feat might occur-and what sacrifices Uber would need to make along the way.
The company’s essence lies in its uncanny ability to transmute sound into meaning-a digital ventriloquist that hears the world’s whispers and answers back. Its voice recognition sorcery, deployed in automotive dashboards and fast-food kiosks, now slithers into healthcare and finance like a serpent shedding its skin. Seven of the top ten financial titans clutch its services like a talisman, though one wonders what dark bargains were struck in marble-boardroom backrooms.
But let us not forget the quiet understudy: networking hardware. NVLink, InfiniBand, Spectrum X-these are the veins through which the lifeblood of data flows. The segment swelled by 64% last quarter, a growth spurt that might yet blossom into something more permanent. Still, one hesitates to place too much faith in such youthful exuberance. Even a sapling may be uprooted by the first stiff wind.
Buying stocks to hold for decades? It sounds noble enough, doesn’t it? Like planting an oak tree and waiting patiently while time turns acorns into empires. Yet beneath this veneer of patience lies something darker: greed dressed up as virtue. And what better way to soothe one’s conscience than with dividends-those sweet, syrupy payouts that drip steadily into your account like honey off a spoon?
Quantum computing, if you’ve been living under a rock, is the new AI. It’s going to change everything-or so they say. Traditional computers are like the diligent worker who does one thing well but gets hopelessly lost if you ask them to juggle. The problem-solving that quantum computing could unlock is immense: drug research, weather forecasting, logistics. It could even help you find a parking spot in a crowded lot. No promises there, though.
Could this be the dawn of a new Promethean age? A second coming of Nvidia’s infernal ascent? Let us not delude ourselves with such syllogisms. The world is not so easily tamed.
Consider the case of two beleaguered titans, their share prices having plummeted like a poorly cast spell. Yet, in the shadow of their woes, opportunity whispers to the discerning trader.