Alex Falcon

Tesla will release a “human” for $20,000 Musk 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 this field. Although the bet is worth it. If Optimus learns to work like a human, for the first time, the workforce could simply be produced on an assembly line. And here’s a solution to demographic problems around the world. Do you believe robots can partially replace physical labor this quickly? ❤️ – It’s possible 👍 – I don’t believe it

Investors rushed to buy both AI and gold Something 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 make it cheaper. And the more interventions like this we see, the stronger the fear that the dollar will lose value. That’s why some of the money is moving into gold and Bitcoin. Which, as a result, saw inflows of $7 billion in just 5 days. At the same time, no one is giving up on AI either. Nvidia keeps climbing, and money is still flowing into tech funds. The market is now simultaneously buying AI as a bet that technology will make the world richer, while also buying gold and Bitcoin as insurance in case the bill for this party turns out to be too big and the system can’t handle it.

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: pipes and air conditioners still need to be fixed, homes in the US are getting older, while the number of skilled tradespeople is declining. That is why, following the same model, companies providing elevator, fire-system, roofing, and even garage-door services are already being bought up. Essentially, funds have found a way to turn a very ordinary local business into companies worth billions of dollars. Most likely, the US has once again launched a new business model. And this proven model will quickly start being copied in other countries, building similarly large networks out of local service businesses.

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 $81,000 — several key levels converge there at once. If the market manages to establish itself above that level, the next area of interest could very well be $95,000–$100,000. But if it fails to break through and the inflow of big money starts to fade, the current +30% could turn out to be just a very strong bounce followed by a natural correction. But for the first time in a long while, Bitcoin’s growth is being driven not only by expectations, but by real money and macroeconomic factors.

The AI Illusion One 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 is approximately zero percent. In simple terms, the hundreds of billions of dollars invested so far have not yet produced any noticeable additional economic growth. Does this mean AI is useless? Of course not. Over the next several years, there is a very high probability that this number will change and AI will genuinely create enormous additional value. But the data we see today tells us something different. The speed at which artificial intelligence is being integrated into society, the economy, and the world has been significantly overestimated. And at some point, these expectations will be corrected, and the entire industry will correct along with them.

❗️The U.S. has started rescuing the bond market Yesterday, 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 the news today. As soon as bond yields dropped sharply, gold moved higher, while Bitcoin gained around 4.5% and climbed back above $71,000. The most interesting part is that the Treasury hasn’t actually carried out those promised buybacks yet. For now, the market has simply heard the promise and has already started pricing it in. And if those promises do turn into even larger buybacks, it could be a very positive scenario for stocks — and especially for crypto 👀

Historic moment: Tether has undergone a real audit for the first time Remember 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 been a toxic client for the Big Four: in 2021, it paid fines to U.S. regulators over misleading disclosures about its reserves. • There were no established accounting standards for valuing such a mix of assets: crypto, Treasuries, gold, and tokenized liabilities. • Instead of audits, Tether published attestations. And an attestation is like a photo of a wallet at a specific moment: it shows that the money is there right now, but it doesn’t answer where it came from or where it went. An audit examines the entire picture over the course of a year. 💡 Why does this matter? USDT is the lifeblood of the crypto market: nearly $185 billion is in circulation. As long as its backing was confirmed only through attestations, “Tether risk” remained one of the industry’s biggest systemic fears. And for institutions and regulators — especially in the U.S. — a Big Four audit is an essential ticket into the regulated financial world: without one, serious institutional money simply doesn’t enter the instrument. Does this mean the market is about to reverse? No: an audit doesn’t print liquidity or move the price. But it removes one of the last barriers between crypto and major institutional capital.

What’s going on with Strategy? Just a month ago, we 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, honestly, it’s way too early to worry about this. In reality, Strategy has sold less than 1% of its Bitcoin holdings and still holds more than 840,000 BTC. The key here is to look at the bigger picture, not individual headlines. If Strategy’s total Bitcoin holdings continue to grow, then nothing fundamental has changed. But if, by the end of the year, selling consistently starts to outweigh buying, that’s when we can start talking about a real change in strategy.

How the U.S. “saved” Japan — and themselves in the process The 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 U.S. Treasuries — instead of selling them on the market. And the U.S. itself, to support the yen, sold its euro reserves instead of dollars. So they strengthened the yen without weakening the dollar. Formally, the U.S. was saving Japan and its currency. In reality, it was saving its own debt market, and with it, the stability of the entire dollar system. When you owe the world trillions, a crisis for your creditor automatically becomes a crisis for you. And saving them is the only way to save yourself.

Miners found a new business Things 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 contracts. For comparison, a small facility can generate: 📈 $4K–7K per month from Bitcoin mining; 📈 $8K–16K per month after switching to AI infrastructure. That's also why it's not just mining farms that are becoming more valuable — older industrial buildings and warehouses with high-capacity electrical connections are seeing demand surge as well.

Take on too much risk — and lose Here'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. The fund's key holdings dropped 35% or more during July alone. How much the fund lost overall is still unknown. At the same time, half of its remaining assets consist of a stake in the private company Anthropic, which can't simply be sold quickly. And the fund could have survived this. But it wasn't investing only its investors' money — it had also borrowed enormous sums from banks. For every dollar of its own capital, it had up to four borrowed dollars. Now the banks are demanding their money back, and the fund is being forced to sell its assets right into the downturn. According to CNBC, the fund is closing out its entire public portfolio. In other words, it's selling all of its publicly traded stocks under pressure from its brokers. Tough luck for the guy. But for the rest of us, it's another lesson in how you can achieve enormous success, even correctly identify the biggest trend of the decade, and still lose if you take on too much risk and lose control of the situation.

Long-Term investing strategy When 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 for this strategy. You set it up once — choose your currency, the coin, the investment amount, and the schedule. After that, your purchases happen automatically, whether it's every day or once a month. The key is to choose a coin you genuinely believe in for the long term.

How social media is being banned around the world Just 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 governments want to keep teenagers off apps like TikTok, they also have to eliminate anonymity for adults. That's exactly what many of these countries are now discussing. The UK has already started putting this into practice. So the global trend looks like this: phase out online anonymity under the banner of protecting children. Want to use the internet? Be prepared to submit your personal information and verify your identity.

The World’s No. 1 Elite 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 with emotional overload, hate, and the kind of perfectionism that can destroy even the greatest careers. And why mental health and having the right team around you become the deciding factors — not only in sports, but in life. We also discussed what really lies behind the records, the titles, and the millions in prize money: fear, exhaustion, learning from mistakes, or the self-awareness it takes to stay at the top. This episode is about the mindset of a champion. About the inner system that helps you stay at the top when everyone else burns out under the pressure. Watch the full episode here: https://youtu.be/AKZz6KNw4lM 🤘❤️‍🔥 Don’t forget to hit Like and share the episode with friends.

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.

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 just the last few years, which means we're still only at the very beginning of the AI era. The next step is AI agents that don't just give advice or analyze information — they actually take action. For example, they'll find the right product, wait for it to go on sale, and buy it for you. Google has already started rolling out that kind of infrastructure. So at the very least, we're headed toward a fascinating future — one where the very nature of the internet could fundamentally change.

Strategy finally sold Bitcoin For years, Strategy has been buying Bitcoin with money raised from investors, promising them regular payouts. Roughly speaking, it's similar to bonds: you lend money to the company, and in return you receive a fixed payment in U.S. dollars every quarter. This week, one of those payments came due, but the company didn't have enough cash on hand. For the first time, it sold part of its Bitcoin holdings — 3,588 BTC, for about $216 million. Technically, that's just 0.4% of its total Bitcoin holdings, which isn't much. However, the company's payment obligations continue to grow. And if the company ultimately changes its approach and begins selling off its Bitcoin holdings, it could easily become the trigger for a deep correction in the crypto market. For context, a sale of $200 million was enough to trigger a 2.5% decline. At the moment, the company still holds about $53 billion worth of Bitcoin on its balance sheet.

The ceasefire is starting to crack The U.S.-Iran deal is falling apart before our eyes. According to media reports, Iran first attacked three commercial ships near the Strait of Hormuz. Then the U.S. responded by striking more than 80 Iranian targets, including air defense systems, radar installations, and patrol boats. Now Iran has retaliated with strikes on U.S. bases in Bahrain and Kuwait. At the same time, the U.S. revoked its authorization for Iranian oil sales — the very authorization it had granted just a week ago. Technically, the ceasefire is still in place — the negotiations are continuing. In reality, both sides are exchanging strikes, and the conflict is once again beginning to pull neighboring Gulf countries into the fighting. The oil market has already reacted: Brent crude rose more than 3% to $76.50 a barrel. Just a week ago, however, the market was pricing in hopes of a deal, and oil had fallen to its lowest levels. Once again, we've seen that conflicts like these are easy to start and nearly impossible to end. The world has developed a chronic problem at the most sensitive point of global trade — and every one of us will end up paying for it through higher fuel costs, more expensive logistics, and rising prices at the grocery store.

World-Class Pull Most people lose momentum just a couple of months after their first success. In the world of content, it happens even faster: today you're at the top, tomorrow you've been forgotten. Only a handful of people manage to stay at the top and turn a spike of attention into long-term success. Today, one of those people is joining me — Vladimir Shmondenko. To millions, he's Anatoly the janitor, but behind that character is an athlete with a 305 kg (672 lb) deadlift and a creator who has built a disciplined system for producing content. We sat down again after two years to understand how he didn't just "stay relevant," but managed to maintain both his scale and his pace. Today, Vova is known all over the world. His videos consistently generate hundreds of millions of views, his content gets recognized by the biggest names in the industry, and people on the level of Joe Rogan and Arnold Schwarzenegger follow his media. In the podcast, we talked about how not to lose your mind when you become world-famous and how not to lose your hunger for results, how to get rid of the small-town mentality that holds you back from growing, and what creators should do at a time when AI starts creating digital clones of them that compete with the original. This is a conversation about why the scale of your success is always secondary to discipline and the willingness to be just the right kind of obsessed with what you do. Watch the episode here: https://youtu.be/eVLL7Mc0wf4 🤘❤️‍🔥 Don't forget to hit Like and share the episode with friends.

Soon on the podcast — Vladimir Shmondenko, better known around the world as Anatoly. A guy from a small village who went from lifting homemade weights to building an audience of over 20 million followers and billions of views. We talked about his journey, discipline, motivation, life abroad, and what it really takes to become one of the most recognizable figures in the global fitness community. Tune in to hear the story behind one of the biggest names in fitness today!🤘❤️‍🔥