We note Kalshi’s CEO warning that oversight could push U.S. prediction markets offshore, while AI agents have made 138 million crypto payments, with the U.S. leading AI spend.

We see gold and bitcoin pairing in diversified portfolios, reinforcing their complementary roles.

We’re watching EasyA’s $1.1 billion valuation and 2027 tokenized‑share listing, and BlackRock’s crypto ETF assets up 63%—still below the 2025 peak. 🌟

$WAL, $OSMO, $ZEREBRO