Stocks down, bonds down like today is exactly what you should expect in the early stages of an oil shock.  The hard thing is figuring out when to shift away from those views.
My convo with @fejau_inc earlier this week on that & more:

Apple 🎙️: https://shorturl.at/Se1Nt
Spotify 🎙️: https://shorturl.at/hdfDU
YouTube 🎥: https://youtu.be/91up0VxYeNw

Forward Guidance

Twitter

The most visible bitcoin buyers in the world are buying at near-record pace. It is not enough.
A CryptoQuant weekly report showed overall 30-day apparent demand at negative 63,000 $BTC as of late Marc...

Five data sources say the same thing about bitcoin market. It's thinning from the inside

Source: Synced

Just now, a historic "closed-door" event occurred in the AI community.

Anthropic has officially banned access to OpenClaw using its own subscription plan!!!

Boris Cherny, the creator of Claude Code, announced: Starting at 3 PM EST on April 4th (3 AM Beijing time on April 5th), Claude will block all third-party tools; access to these tools will only be available through additional subscription plans or APIs.

[OpenClaw] This means that thousands of users who rely on OpenClaw for improvements...

Anthropic officially blocks OpenClaw, causing a global developer crisis within 24 hours.

Boris Cherny, head of the Anthropic Claude Code, announced that starting in April 2026 [...]
The article, "Anthropic Subscribes to Claude Code and Bans OpenClaw Lobster! From Now On, Third-Party Tools Will Only Be Available with Paid Quotas," was originally published on BlockTempo, the most influential blockchain ABMedia media.