• Fuse’s culture is described as requiring unusually strong work ethic, zero excuses, leaders taking full blame for failures, and full credit for successes.
• Alan Chang believes the UK’s near-term trajectory is negative because he believes current government is not delivering the deep deregulation needed for growth, while being bullish long term due to higher-education-driven talent.
• Shadow AI is described as creating a security and compliance blind spot because employees may unknowingly input sensitive company data into public AI tools.

• Any credible signs of Iranian regime destabilization are framed as a trigger to increase exposure to gold and Bitcoin as non-sovereign stores of value.
• A favored 2026 short setup is to short high-FDV, low-float VC-unlock coins versus Bitcoin during rally phases.
• The world consumes about 105 million barrels of oil per day while Venezuela produces about 1 million barrels per day.