Blue Momentum, Red Lines, and the $100K Bitcoin Question

Markets shrugged. Politics didn’t. Nvidia shows why paranoia still prints money.

This week delivered one of the strangest macro alignments we’ve seen in months:

• Surprise blue wins in key states

• A socialist mayor in Manhattan

• Washington and Beijing suddenly calm

• FERC quietly rewiring the grid for AI

• Bitcoin finally breaking $100,000 (on the way down)

Markets barely reacted—but politics, energy, and crypto all flashed real signals.

Inside this issue, I break down:

✅ Why blue momentum matters for policy risk and markets

✅ The “FOMO floor” forming under Bitcoin at six figures

✅ How FERC may have just unlocked a trillion-dollar AI energy boom

✅ Why DC’s shutdown went from symbolic to painful

✅ The Nvidia playbook: paranoia, speed, and ruthless execution

If you want the macro picture without the noise, this one is worth reading.

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