Nations Are Scrambling for AI Sovereignty. Bitcoin Miners Hold the Keys.

Published on May 5, 2026

What a week this was! On Tuesday, I participated on a panel at the Bitcoin Conference in Las Vegas, where I discussed why Bitcoin miners have a head start in the race for AI compute.

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Chairman in Name Only

May 5, 2026
Kevin Warsh wants to make some big shifts in monetary policy at the Fed. Unfortunately, unless and until soon-to-be former Chairman Jerome Powell steps down from his regular seat on the Federal Reserve Board, Warsh will be Chairman in Name Only.

April Showers Bring a Deluge of ETF Inflows

May 5, 2026
April showers came in the form of more inflows raining down on the exchange-traded fund (ETF) market last month. Assets under management (AUM) have now grown to a staggering $14.7 trillion for the year. That’s punctuated by year-to-date (YTD) net inflows of over $636 billion.