Mindfully Curated
On the April episode of ITK, ARK CEO/CIO Cathie Wood dives into the unexpected divergence between the Producer Price Index (PPI) and Consumer Price Index (CPI), revealing that while consumer inflation seems to be slowing, producer prices are rising, ex…
In this episode of The Brainstorm, Brett, Nick and Sam explore the transformative impact of public and private space initiatives, focusing on how NASA’s missions and SpaceX’s innovations are accelerating progress toward lunar bases and Mars colonies. Discover the economic implications of SpaceX’s reusable rockets and AI-powered satellites, and how these advancements are shaping a trillion-dollar industry.
In this episode of The Brainstorm, Nick and Sam are joined by Nicole Kagan, Head of Research at Kalshi. They discuss how prediction markets could revolutionize risk management across every industry you can imagine. From macroeconomic trends to cultural phenomena, she’s uncovering how financializing uncertainty creates vast new opportunities for entrepreneurs, investors, and even governments.
Last week, Elon Musk unveiled his plans for a “Terafab”—a facility capable of producing 1 terawatt (TW) of AI chips per year when complete and ~50x larger than current global available new compute in a single site. The facility could scale to ~100M squ…
Despite reports of negotiations between the US and the Iranian regime, the Strait of Hormuz remains effectively closed to most oil tankers, with only a small number of vessels being allowed to pass. The result is a loss of roughly 11 million barrels p…
In this episode of The Brainstorm, Brett, Nick, and Sam delve into Elon Musk’s ambitious Terafab project, a revolutionary semiconductor manufacturing facility poised to transform the future of AI and space infrastructure. Discover how Musk’s strategy integrates energy, manufacturing, and space into a cohesive ecosystem, aiming to produce trillions of chips and power space colonization. Join us as we explore the implications of this $20 billion venture and its potential to reshape global technology and innovation.
Demand for accelerated compute has exploded in the three years since the launch of ChatGPT. Nvidia’s annual revenue has soared nearly 8-fold, from $27 billion in 2022 to $216 billion in 2025, with consensus estimates up another 62% to $350 billion in 2…
In the second week of the Iran war – with the Strait of Hormuz effectively closed, cutting off shipping of 20% of the world’s oil supply – the International Energy Agency announced the largest release of strategic oil reserves in history. Thirty-two c…
During Nvidia GTC (GPU Technology Conference) last week, Jensen Huang disclosed that orders for Blackwell ) and Rubin AI systems have cumulated to $1 trillion through 2027, double the $500 billion pipeline reported just months ago through 2026. Even so…
*The North Star of the Platform team is for Ethereum to scale as a cohesive system and enable confident adoption by all users. This post is intended to share our perspective on the L1 \ L2 relationship, the roles of each layer, and how we (as an ecosys…
This article—Part II of ARK’s guide—focuses on “Majority Fiat-Backed Stablecoins” and outlines how companies manage their reserves, including the mechanisms that maintain the stability and durability of their stablecoins: governance and compliance, tok…
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss how xAI is shifting gears, aiming to turn that raw power into practical, revenue-generating products. Elon Musk’s latest moves reveal a daring strategy: leve…
Dearest Friends, Today we are publishing the EF Mandate, a document that serves as part constitution, part manifesto, and part guide for the Ethereum Foundation. It is written primarily for the EF itself: to be clear about what we are here to do, the…
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an acceleration in AI capabilities might wipe out a sig…
This paper assesses whether and how advances in quantum computing (QC) pose a risk
to Bitcoin. Our two central arguments are as follows:
1. Quantum is a long-term risk but not an imminent threat. The community must
continue to research and make plan…
On the March episode of ITK, ARK CEO/CIO Cathie Wood explores a productivity-led macro view driven by disruptive technologies like AI and cloud computing, which are expected to enhance long-term productivity and potentially ease inflation. The discussi…
In this episode of The Brainstorm, Brett, Nick, and Sam dissect how industry giants like Block are slashing 40% of their workforce overnight while accelerating AI adoption, challenging everything you thought you knew about employment, productivity, and…
During Block’s earnings call last week, Dorsey noted that the capabilities of AI tools are compounding weekly. In our view, small teams that are aligned functionally will be able to leverage AI and win against competitors that are slow to the mark.