DYOR
Insight Digital Partners II Class A
stock NASDAQ

tldr; The article explores how Bitcoin could address the economic challenges posed by AI and robotics, which are driving labor costs to near zero and increasing energy demands. It argues that Bitcoin, as an energy-based currency, can bridge the gap between AI-driven abundance and the physical reality of finite resources. By anchoring money to energy rather than credit, Bitcoin could enable a deflationary economy, incentivize green energy infrastructure, and support a machine-to-machine economy. It also highlights Bitcoin's potential as a 'truth layer' in an AI-dominated digital world.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

This week on the podcast I did a deep dive on **AER (AerCap Holdings)** — the world’s biggest aircraft lessor and, quietly, one of the most important companies in global aviation that nobody ever talks about. Here's the quick version. It's another boring cash generator with a moat and is available at a discount - which is my kind of stock.
AER is an **Irish–Dutch–American aviation-finance hydra** that owns \~1,700 aircraft, \~1,200 engines, and a few hundred helicopters, and rents them out to airlines on long-term leases.
AerCap’s business model is beautifully simple: **airlines hate owning planes**, so AerCap buys them at huge discounts and leases them back on long-term contracts. Airlines get flexibility and survival. AerCap gets predictable cash flow backed by steel, engines, and 25-year asset lives.
Backstory is wild: AerCap traces its lineage to **Guinness Peat Aviation**, founded in 1975 by Tony Ryan — the same Irish entrepreneur who later co-founded **Ryanair**. GPA became the world’s biggest lessor, then imploded in 1992 when its IPO collided with a global aviation downturn. The pieces eventually became AerCap, which later swallowed ILFC (AIG’s leasing arm) in 2014, then **ate GE’s leasing business (GECAS) for US$30+ billion** in 2021. That made AerCap the final boss of aircraft leasing.
Flash forward to 2022 and AerCap had **150 aircraft stuck in Russia and Ukraine** when the invasion hit. Sanctions forced lease cancellations, Russia re-registered foreign jets as Russian property, and lessors couldn’t physically repossess anything. AerCap wrote off billions and sued insurers (who refused to pay up) for US$3.5B. It was a geopolitical hostage situation.
Now the comeback:
AerCap has recovered **US$2.9B** so far through settlements and insurance payouts (the courts told the insurers to pay), and its operations are humming. Q3 2025 results were pretty solid:
* **US$1.5B** worth of assets sold
* **US$332 million** gain on sale (record)
* Huge demand for mid-life aircraft due to Boeing/Airbus delays
* Engine shortages boosting part-out value
* Re-leasing yields the highest they’ve been in a decade
From a value perspective:
* **Price/Operating Cash Flow:** 4.15 QAV score anything under 7. Even after the rally, this is cheap for a company renting long-term assets with global demand.
* **Forward P/E:** \~9 Earnings expected to jump to \~$14.79 next year.
* **Price < Book+30%:** AerCap trades only modestly above book despite being the market leader with a giant order book.
* **F-Score:** 8 Strong across profitability, leverage improvements, and cash flow.
* **Quality Rank:** 63 Solid operational quality, especially for a heavy-asset financial.
* **Stock Rank:** 89 Momentum and fundamentals aligned.
Bear case:
Yes, it’s tied to airlines — and airlines blow up all the time. Also: geopolitical shock risk (see: Russia 2022), interest-rate sensitivity, and the fact that lessors need constant access to global capital markets. If air travel collapses again, the stock will get punished.
Bull case:
Air travel demand is structurally rising, OEM production is delayed into the 2030s, and airlines need leased aircraft like never before. AerCap buys jets at industrial-scale discounts, leases them for years, then sells them for gains that would make a used-car dealer blush. This is a cash flow machine disguised as a boring finance firm.
Bottom line: **AER is the landlord of global aviation.** The market prices it like an airline-adjacent cyclical, but the economics look more like a long-duration cash-flow engine. If global aviation holds up, AerCap has room to re-rate. If something breaks, we follow the rules and move on.
Disclaimer: Not financial advice. DYOR.

tldr; The IMF released a report analyzing the stablecoin market and global regulatory approaches, highlighting fragmented policies and interoperability issues. It noted that major stablecoins like USDT and USDC are backed by assets such as US Treasurys and bank deposits. The report emphasized risks to macrofinancial stability and inefficiencies due to differing regulations. The stablecoin market, largely pegged to the US dollar, is valued at over $300 billion, with emerging frameworks aiming to address these challenges.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

tldr; Bullfrog Power has launched a pilot program for tokenized environmental certificates, called Bullfrog Environmental Tokens, on the Algorand blockchain. Staples Canada is the first participant in this initiative. These tokens provide a secure, transparent, and traceable way to report clean energy purchases, embedding environmental attributes and compliance data. Algorand was chosen for its energy efficiency, scalability, and long-term data integrity, aiming to enhance accountability and transparency in corporate sustainability efforts.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

SMX and DVLT have already worked together 🤝 in 2023 , SMX signed 📝 a sales cooperation agreement with DVLT to combine SMX’s blockchain tracking tech with DVLT’s Web3 data platforms.
**Now DVLT is scaling big time 📈📈📈📈, they have:**
\- Secured major strategic funding (reported $150M)📈📈
\- Built supercomputing + independent data exchanges📈📈
\- Pushed into AI data monetization, Web3, digital twins, data licensing📈📈
**Why DVLT could outperform 📈 SMX?**
\- SMX = tracking + verification
\- DVLT = full data economy platform (AI + data + Web3 + monetization)
\- Much bigger total market 📈
\- More ways for revenue to explode 📈📈 if even 1 sector hits
\- Same early-stage vibes 🐣
SMX ran hard once people understood the story.
DVLT is in the **“nobody is watching yet”** phase.
SMX was at **$1-1.4** only two weeks ago its now **$100**, DVLT has been around $1.7-2. 📈. This has the potential to make you generation wealth.
**DONT MISS OUT, FOMO IS A B\*\*\*\***
TL;DR:
SMX walked so DVLT could run. If you’re hunting for a **high-risk, high-reward** AI/Web3 data play, DVLT might be worth watching before it gets crowded.
**NFA DYOR**

tldr; CNBC has partnered with prediction market operator Kalshi to integrate real-time forecasting data into its financial coverage across TV, digital, and subscription platforms starting in 2026. Kalshi’s event probability data will feature on shows like 'Squawk Box' and 'Fast Money,' with a dedicated ticker and a CNBC-branded page on Kalshi’s platform. CNBC president KC Sullivan highlighted the importance of prediction markets in understanding major events, while Kalshi CEO Tarek Mansour called it the 'next evolution' of financial reporting.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

Hard caps are a meme, and the only reason it still exists for BTC is because it lures noobs in with the "21 million will ever exist" bullshit.
Bitcoin will have to eventually adopt uncapped supply/tail emissions or it will literally cease to exist. Nobody's going to mine BTC for free in 2045 (or for $3.50 in transaction fees).
ETH has fixed the long term sustainability problem, and "uncapped supply" sounds scary only if you don't DYOR, which most people don't.
By the time you are dead, the total added inflation on ETH will most probably be lower than the total added inflation for BTC.

tldr; Jeffy Yu, creator of AI musician Zerebro, who faked his death earlier this year, has unveiled an AI-written manifesto and a new Solana meme coin, Physical Limits of Intelligence (PLOI). The manifesto argues that AI and humans will converge biologically and surgically into a new form of humanity. PLOI briefly surged to a $5.4 million market cap but retraced to $1.1 million. Yu's previous crypto ventures, including Zerebro and Legacoin, experienced significant market fluctuations, raising skepticism among traders about his new project.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

Toast is garbage IMO and not a long term play. I don’t hold toast. They are valued at 20billion. You are typing this while I am progressively making money on what I posted. Why don’t you skip the bullshit and buy the stonk? I am already up $20k and will be up more tomorrow.
Not financial advice just saying. DYOR.

tldr; During Binance Blockchain Week, Peter Schiff, a gold advocate, failed to authenticate a gold bar presented by Binance co-founder Changpeng 'CZ' Zhao, highlighting challenges in verifying physical gold. The discussion compared gold and Bitcoin as stores of value, with CZ emphasizing Bitcoin's advantages in divisibility, portability, and verifiability. The debate also touched on tokenized gold's limitations, including centralization and counterparty risks, contrasting with Bitcoin's decentralized and easily verifiable nature.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

Yeah, it’s really good to see btc bounce back.. do you familiar with the onchain trading? I recently did some, which becoming a good one so far.. I think TAO is still undervalued, and I’m watching it closely, in the meantime doing something interesting by joining here.. you can DYOR and check it out: [Mystery box event](https://www.bitget.com/events/onchain-hunt/232741)
Happy hunting

tldr; BlackRock CEO Larry Fink revealed that sovereign wealth funds are gradually buying Bitcoin at various price levels to establish long-term positions rather than engaging in short-term trading. Speaking at The New York Times DealBook Summit, Fink noted that these funds view Bitcoin as a strategic asset and a hedge against financial uncertainties. This marks a shift in Fink's stance on Bitcoin, aligning with BlackRock's growing involvement in crypto investments and asset tokenization.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

IIRC yes (always DYOR and read the post from Prysm). If you add that flag and restart it should automatically perform the migration (not instant, you can watch in the logs)

I believe this stock is extremely undervalued. P/E of 12 and virtually everyone has used their products at one point or another. I don’t think there is a better and safer company to invest in than $XYZ. I think in 6-12 months this stock will be $180+. It is not going anywhere and the price is now lower than when they announced a 5Billion stock buyback.
Will buy some leaps here soon. DYOR. GL.

tldr; The Trump family's cryptocurrency ventures, including World Liberty Financial and American Bitcoin Corp, have faced significant financial losses, with nearly $1 billion wiped out. Tokens tied to the Trump name, such as Trump and Melania coins, have plummeted in value, while Eric Trump's mining company saw a sharp stock decline. Trump Media and Technology Group also suffered losses after heavy investments in Bitcoin. Analysts suggest the Trump brand may be harming legitimacy in the crypto market, despite Eric Trump's optimistic outlook.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

tldr; Bitget, the world's largest Universal Exchange (UEX), announced that its US stock futures have surpassed $10 billion in cumulative trading volume, doubling from $5 billion in just two weeks. This growth highlights strong market momentum and demand for tokenized stock futures. Popular contracts include Tesla, Meta, and Strategy. Bitget offers USDT-margined perpetual futures with up to 25x leverage and competitive fees. To encourage adoption, Bitget is running a 90% fee reduction campaign until January 31, aligning with its vision of bridging traditional and crypto markets.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

The bottom line is that Alpha Tau has a "better mouse trap" as it relates to any cancer. You've got usage/training - which is no different than just doing a quick biopsy which all physicians know how to do. You've got pain removal - which is so freaking huge for pancreatic cancer that it could literally stand on its own as a billion dollar annual business. And you've got the bottom line: the alpha radiation doesn't just destroy whatever tumors it comes into contact with: it teaches the immune system how to respond in the future. Given those insane upsides and ZERO medical downsides (that I've seen listed anywhere) this ought to be on the market in Japan by EOY and in the US 2H 2026 for everything. (NFA/DYOR.)

I mentioned the PMDA approval is more than the revenue from the Japanese market, which, by the way, allows doctors to use it against ALL forms of cancer - not just the approved usage. It will also be the cayalyst for mega-deals. Either partnerships or an acquisition. Given that this was once a $10 SPAC, they'll probably be hard pressed to convince shareholders not to accept a $20+ exit. That's a massive upside from the \~$4 today. NFA/DYOR.

tldr; BlackRock CEO Larry Fink has softened his stance on cryptocurrencies, acknowledging his evolving perspective during the New York Times DealBook conference. BlackRock's iShares Bitcoin Trust ETF has become the largest US-listed bitcoin ETF, amassing over $70 billion in assets and becoming the firm's most profitable product. Fink highlighted tokenization as a transformative opportunity for finance, while emphasizing the need for regulatory clarity through the Clarity Act to further develop crypto market structures.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

tldr; Investments linked to Donald Trump and his family have significantly declined in recent months, particularly in the crypto sector. Assets like Eric Trump's American Bitcoin and Trump-backed tokens such as World Liberty Financial have seen sharp losses, with some dropping up to 90% from their highs. Even traditional ventures like Trump Media & Technology have suffered, losing two-thirds of their value this year. The decline reflects waning investor enthusiasm for the Trump name amid broader market uncertainties.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.