Najistotniejsze fragmenty artykułu z WaPo (nic czego nie wiedzieliśmy wcześniej, ale przypomnienie o tym w tej chwili jest kluczowe):
Some now have direct access to the president-elect, who frequently hosts tech and crypto leaders at Mar-a-Lago. Sequoia partner Shaun Maguire, Craft Ventures partner David Sacks and Palantir adviser Jacob Helberg are among the venture capital and tech elites who have spent time at the club.
Trump has picked Sacks to serve as his AI and crypto czar, and Helberg to work as undersecretary of state for economic growth, energy and the environment.
“There has been an effort in the Washington bureaucratic swamp to stifle innovation with more regulation and higher taxes,” Brian Hughes, a spokesperson for the Trump-Vance transition, said in a statement to The Washington Post. “With support from many entrepreneurs who are thrilled to turn the page on the past four years, President Trump and David Sacks will safeguard free speech online, steer us away from big tech censorship, and develop a legal framework so the crypto industry can thrive in the United States.”
Jared Isaacman, who flew to space twice with Musk’s SpaceX, is Trump’s pick for NASA administrator. And many more Silicon Valley investors are lending their time to DOGE.
The tech industry will also be playing a prominent role in the inauguration celebrations. Venture capitalist Peter Thiel is planning to host an inauguration party, according to two people familiar with his plans. On Friday, industry bigwigs will attend a “Crypto Ball” to celebrate “the first crypto president,” according to an invitation viewed by The Post.
At least 10 of Trump’s picks for key administration roles have professional ties to either Andreessen, Musk or Thiel, creating a new opportunity for the tech industry to advance its priorities in D.C. Those picks’ public stances on crypto and tech issues mark a drastic departure from those of Biden officials, who cracked down on crypto companies, increased scrutiny of tech mergers and issued new AI regulations.
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Sacks and members of the Trump transition team have been working closely with crypto leaders to finalize a legislative strategy, and Trump is expected to issue executive orders on the first day of his presidency that may address issues including de-banking and the repeal of a controversial crypto accounting policy requiring banks holding digital assets to count them as liabilities on the bank’s own balance sheet, according to a person involved with the conversations.
“The Trump team has made it very clear that this is a priority,” the person added.
Moją tezą inwestycyjną jest niechybny pivot skompromitowanej kontrariańskiej narracji o paradygmacie, a by zminimalizować ryzyko drawdownu, prowadzę pozycje dynamicznie hedgując putami in-the-money thetę ekspozycji na optymalnym interwale, jak Leevermore.