Bitcoin Miners Have Become the Backbone of the AI Economy

Published on February 3, 2026

Since ChatGPT burst onto the scene in 2022, artificial intelligence (AI) has moved from science-fiction to reality. For many, AI has become a necessity. The transformation has been swift. Nearly every company now wants to integrate generative AI into their business model, while governments are scrambling to develop sovereign AI infrastructure.

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Beyond the Mag 7: A New Tone for Markets in 2026

February 3, 2026
January reinforced our key theme for 2026 – returns must be earned. Markets moved beyond the mag 7 as solid economic growth, a more patient Federal Reserve, and widening market leadership rewarded disciplined diversification. Gold’s parabolic rally and violent reversal showed what happens when discipline breaks down.

Wealth Management Firms & the Rise of Prediction Markets

February 3, 2026
Prediction markets allow investors to trade event contracts tied to real world outcomes. These outcomes include elections, policy decisions, inflation releases, regulatory developments, and sports results.