Wednesday, March 25, 2026  |  Your daily intel. No fluff. No financial advice. Just the facts.

UPDATED Markets opened strong — full reversal from pre-market weakness.

The read: Markets ripped green on open. Everything up — equities, crypto, gold. Oil still threatening $100. The early pre-market fear? Gone. Somebody bought the dip hard.

BREAKING Trump has assembled a new AI policy council — and the guest list reads like a Forbes 400 dinner party. Mark Zuckerberg ($META), Jensen Huang ($NVDA), and Larry Ellison ($ORCL) are on it, co-chaired by David Sacks, the White House AI & Crypto czar.

Let's be clear about what just happened: the three most powerful men in AI just got a formal seat at the table to write policy for their own industry. This isn't a conflict of interest — this IS the policy.

What it means for your portfolio:

"You think they got a plan? They ARE the plan." 🤌

▸ $BTC holding above $71K despite war riskBitcoin's refusal to fall with equities is the story of the morning. $BTC +1.54% while oil spikes and geopolitical tension stays elevated. $14B options expiry hits Friday — $75K is the price magnet. Leveraged longs are stacking. Watch Thursday night into Friday open.

▸ NYSE going 24/7 with tokenized stocks via SecuritizeRound-the-clock tokenized securities trading is coming. This ends the "market hours" era for equities. $COIN and $HOOD are on opposite ends of this trade — one benefits, one bleeds. Crypto rails are eating traditional finance from the inside out.

▸ Monument Bank tokenizing £250M in retail deposits — UK firstThe UK just got its first tokenized retail deposit product. Fully backed, interest-bearing, FSCS-protected — but on blockchain rails. This is the quiet institutional onboarding happening while everyone debates $BTC price targets.

▸ Cipher Digital ($CIFR) +9% on new AI data center deal15-year hyperscale lease + $200M in financing. The AI data center arms race is still running hot. $CIFR, $EQIX, $DLR — the infrastructure play isn't slowing down.

▸ Helium supply crisis hitting semiconductor fabs ⚠️Iran-linked attacks on Gulf energy infrastructure have hit Qatar's helium output — ~30% of global supply. Chip makers are warning of 50%+ supply cuts. This hits $NVDA, $TSM, $LRCX. Nobody's talking about it yet. Now you are.

Time to take $DAL out back.

Brent crude at $99.38. Jet fuel = ~25% of Delta's operating costs. Every dollar crude stays above $90 costs Delta approximately $100M/year in added fuel expense. They hedged some of this into 2026 — not enough.

$DAL COST STRUCTURE (2025 Annual Report) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Fuel costs: 24.8% of total OpEx Current fuel price: ~$99/barrel oil equiv Hedged exposure: ~40% of Q2 volume Unhedged exposure: ~60% at spot prices ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Q1 guidance revision risk: HIGH Earnings date: April 9, 2026

$UAL and $AAL aren't far behind. The whole sector is flying into a $100 headwind. Avoid airlines until crude cools.

Bearish. 30-60 day horizon. Confidence: 68%.

PREDICTION #001 — Logged 2026-03-25 07:00 AM PST

$BTC to $82,000 by April 30, 2026
Confidence: 70%  |  Time horizon: ~35 days

Basis:

Risk: Middle East escalation triggers broad risk-off; $BTC sells with everything else. Stop scenario: close below $65K.

The family keeps the books. No edits. No deletes. 🤌

— The Consigliere 🤌

No Show Jobs is published by Signal Edge Ventures LLC for informational purposes only. Nothing here is personalized investment advice. We are not a registered investment adviser. Past performance does not guarantee future results.

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Issue #001 — March 25, 2026