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IthacaProtocol


📈Ithaca Protocol Market Update

► Trump | Elon rift incoming; skirmish starting with Isaacson’s withdrawal from NASA’s top job and now escalating with Musk calling the ‘big, beautiful Bill’ an abomination and Rand Paul in the crosshairs; OBBBA passed the House vote, now at the Senate

► KIA / Blackrock ‘$100 billion in AI data centers’; Meta 20 year PPA for another nuclear plant

► Left-wing candidate wins in Korea (they control both branches this time)

► ADP, claims, payrolls this week (JOLTS was strong) consolidation day, MOVE back to 100

► Payrolls will be good news; tomorrow the analysis

► Sharplink acquisition closed (with additional ETH purchases discussed) and Joe Lubin making a lot more credible case for how Ethereum as the yield bearing programmable money layer will be transformational for corporate governance (more than imagining metrics up to when NAV > 100% for Strategy)

► CZ calling for DeFi dark pools

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