US-Iran Hostilities Trigger Significant Oil Price Surge, Threaten Economic Stability
US-Iran conflict beginning Feb 28 with US-Israel strikes led to WTI oil price surge from ~$70 to $82, potentially increasing CPI by ~0.4% and reducing GDP by ~0.2%.
Cryptocurrency
Situational Awareness LP Grows AUM to $5.5B on AI Infrastructure Bets
Leopold Aschenbrenner's Situational Awareness LP hedge fund capitalized on AI infrastructure bets, ballooning from ~$225M to $5.5B in AUM, with significant stakes in Bloom Energy and CoreWeave.