Jun 18, 2025
THE GENIUS ACT PASSES SENATE
BUCKLE UP!!!
The headlines may still be fixated on turmoil in the Middle East, but the real story unfolding beneath the surface is a once-in-a-lifetime technology ignition. Artificial intelligence is weaving itself into every industry, blockchain rails are quietly rewiring the financial system, humanoid robots are “printing” round-the-clock labor, and CRISPR-powered gene editing is moving from the lab to the clinic after Eli Lilly’s latest buy-out. Overlay that with a long-dormant nuclear sector charging back to life—promising electricity so cheap it rewrites business models—and you have the raw ingredients for an economic supercycle we haven’t seen in half a century.
Catalysts are lining up fast. In Washington the biggest tax cut in modern history is grinding toward the finish line, while the Senate’s GENIUS Act and a flurry of stable-coin bills slash red tape that has throttled innovation for decades. Those laws will let banks buy more Treasuries to back digital dollars, deepening demand for U.S. debt and nudging market rates lower. Pair cheaper money with AI’s brutally deflationary effect on costs, and you get a “Goldilocks” backdrop—growth accelerating even as inflation pressure fades. Investors saw the same formula fuel 2017’s melt-up; this time the powder keg is even larger.
That environment is rocket fuel for assets tethered to genuine innovation. Bitcoin dominance is nearing a historic ceiling, a typical signal that an alt-coin wave—and with it a broader risk-on tide—may be next. Publicly traded nuclear names such as GE Vernova and Oklo have already started to break out, driven by insatiable power demand from AI data centers sprouting across the globe. On the biotech front, lighter regulation is set to accelerate approvals for gene-editing therapies that once seemed decades away. Humanoid robotics firms are quietly raising capital at eye-watering valuations, betting that 24/7 mechanical labor solves the West’s structural worker shortage.
The takeaway is simple: a multi-pronged deregulation push plus historic tax relief equals the most explosive setup for transformative tech in our lifetimes. If you’re new to markets, a broad S&P 500 position is an easy on-ramp, but the real upside sits in the bleeding-edge themes outlined above. Study them, share them, and position early—markets price the future six to twelve months in advance. My free weekly report tracks these shifts in real time; dive in or do your own homework, but whatever you do, don’t sit on the sidelines while the next bull market lights its fuse.