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Did you move back in with family during the 2020 pandemic? Did someone you know pack their car, break their lease, and drive home to a parent's spare bedroom? Here is what almost nobody realized at the time: under the federal government's own definition, losing your housing and doubling up with relatives due to economic hardship counts as homelessness. Not metaphorically. By definition. In July 2020, 52 percent of young American adults were living with their parents, a higher share than during the Great Depression. Millions of people experienced homelessness that year and never had to wear the label, because the Bank of Mom and Dad kept it off their record. Many of them went right back to despising the people who had no spare bedroom to retreat to. My new piece is about that mirror, the one held up in 2020 that nobody wanted to look into. The only thing separating a taxpayer from a tent is one crisis and one missing phone number. Read it here, and tell me in the comments: where did you ride out 2020?

$LMND is in a war most investors still don’t understand. Not just a war for customers. A war for narrative. A war for credibility. And ultimately, a war for its cost of capital. That matters because public markets do not merely observe a company’s trajectory. They can shape it. A company with a trusted narrative gets patience, liquidity, talent, strategic freedom, and cheaper capital. A company trapped inside the wrong narrative pays a tax on every ambition. Lemonade is still widely framed by many as an unproven, money-losing insurtech experiment. But the operating data has been moving in the opposite direction. IFP is growing. Revenue is accelerating. Gross profit is scaling. Loss ratios have improved materially. Cash flow is inflecting. The company is no longer asking investors to believe in a concept. It is increasingly asking them to reconcile their old model with new facts. And I have seen this movie before. First with Apple. Then with Tesla. In both cases, the market spent years debating the wrong questions while the business quietly answered the important ones. The consensus kept focusing on what the company used to be, or what incumbents wanted it to be, while the operating model kept compounding underneath. Lemonade is not Apple. Lemonade is not Tesla. But the pattern is familiar: a misunderstood company, a disruptive operating model, a hostile narrative environment, and a widening gap between perception and execution. That gap is where the opportunity lives. I have spent twenty years studying disruption as an investor. I also spent twenty years inside financial markets infrastructure, transformation, and business management. Those two tracks have rarely felt as connected as they do here. This is not about blind faith. It is about pattern recognition, operating evidence, market structure, and narrative reflexivity. The short interest is not the thesis. The business is the thesis. But when a company is executing and the market remains anchored to an outdated story, narrative becomes part of the battleground. And when that narrative affects valuation, liquidity, and cost of capital, it becomes more than noise. It becomes strategic. I am long $LMND because I believe the market is still underestimating the scale of what is being built. I could be wrong. That is always possible. And I invite the scrutiny. But I know what this setup looks like. And I know how rare it is. So strap in. Because history may not repeat itself. But it all too often rhymes.

xAI’s development of artificial intelligence is “a mess”, Co-Executive Editor @mvpeers says. “Elon has fired most of the people who he originally hired at xAI." "He has a tendency to set unrealistic deadlines. And when they're not met, he just fires people.”

Last week in crypto was not just about prices going down. It was more about seeing how fragile the market still is when liquidity starts to thin out. BTC traded below 60K during the week. According to CoinShares, digital asset investment products saw 1.67B in outflows. 1.438B of that came from Bitcoin products. 257M came from Ethereum products. At the same time, ETF demand clearly started to weaken. Then the stronger US jobs data reminded the market of something simple: the liquidity story is not over yet. The US added 172K jobs in May. That made rate cut expectations weaker, and pressure came back across risk assets. Not just crypto. Nasdaq fell 4.2% on Friday. S&P 500 closed the week down 2.6%. In crypto, that pressure was amplified by leverage. Around 1.6B in positions were liquidated. The lesson for me is pretty simple. When the market is going up, everyone looks at the story. When the market is going down, you have to look at the mechanics. → who was buying → are they still buying → how much leverage was sitting in the system → does the macro environment still support the move This week was a good reminder of something people often forget. A good narrative does not mean there is always a real buyer at every price level. When ETF inflows are strong, dips get absorbed more easily. When ETF flows turn negative, the same dip feels much heavier. That was the main takeaway for me. Not that crypto is broken. More that even strong narratives become fragile when liquidity is not there to support them.

We are not meant to remain anchored in the shallows of our birth; the stars call us outward, and only those who dare release the familiar ropes will ever chart the uncharted heavens.

⚡CryptoPulse News：Samsung Securities bets on Upbit, South Korean financial capital fully embraces crypto. On May 28th, Samsung Securities announced it will acquire approximately 2% of Dunamu, the operator of Upbit, South Korea’s largest cryptocurrency exchange, for approximately 306.37 billion won (approximately US$203 million). This is not merely a common equity investment; it may signify a profound shift in the South Korean financial system. South Korean regulators have recently begun signaling a potential relaxation of the “finance-plus-crypto separation” policy, the long-standing restrictions between financial institutions and the virtual asset industry. Samsung Securities’ investment essentially represents traditional South Korean financial capital preemptively securing a foothold in the next generation of digital finance. Original link：

To everyone in the HTX community concerned about the recent news, I’d like to clarify the situation and reduce unnecessary panic and misinformation. First, this is a relatively common compliance review process. We are actively communicating with all relevant parties to resolve misunderstandings as quickly as possible. HTX also sees this as an opportunity to further strengthen our compliance and risk-control systems, helping the platform become even more resilient. At present: Platform operations are normal User assets remain secure Deposits, withdrawals, and trading are functioning normally There is no need for excessive concern. For users asking what they should do right now, there are two options: 1️⃣ Do nothing You may simply wait while we complete communications with relevant parties and resolve the situation. HTX has operated for 13 years and has weathered multiple market cycles and industry challenges. We remain fully committed to protecting user assets and platform security. Our support team and I will continue to be available 24/7 to assist users. 2️⃣ If you still feel uncomfortable, you may temporarily withdraw assets on-chain Deposits and withdrawals are currently operating normally, and users are free to make their own decisions. ⸻ What happened? On May 26, the UK Foreign Office announced a new round of Russia-related sanctions under The Russia (Sanctions) (EU Exit) Regulations 2019. The list included 18 crypto-related entities and individuals, including a company named “Huobi Global S.A.” According to the UK statement, this entity allegedly provided financial services and technical support to the Russian exchange Garantex and the A7 crypto payment network. However, there is one very important point many people misunderstand: “Huobi Global S.A.” is not the same thing as the HTX exchange platform used by global users today. Many people equate a brand name with a legal operating entity, but global businesses often operate through multiple legal entities across different jurisdictions for compliance purposes. So: Sharing a similar brand name does NOT mean sharing the same legal entity, operational structure, or asset system. The HTX platform used by users today operates independently under its own structure. ⸻ Why users should not panic 1️⃣ The sanctions target a specific legal entity This is not a “brand-wide sanction.” The UK sanctions apply to a specific listed entity and do not automatically extend to all businesses using similar branding. The practical impact is also mainly limited to the UK financial and regulatory system. ⸻ 2️⃣ The sanctions mainly affect relationships inside the UK financial system This may include: Restrictions involving UK financial institutions Suspension of payment or intermediary relationships Asset-related measures within UK jurisdiction But this does NOT mean: Global user assets are frozen HTX has stopped operating Users cannot trade or withdraw funds At this time, the platform continues to operate normally. ⸻ Why did the situation escalate so quickly? Some third-party blockchain security providers applied broad risk labels to related wallet addresses in a “one-size-fits-all” manner. This affected certain normal user transactions and created unnecessary panic and speculation. Our compliance, security, and legal teams are already communicating with the relevant parties, and we expect the issue to be resolved soon. We understand the community’s concerns and will continue to communicate transparently. If you have any questions, please feel free to reach out to us or our support team anytime.