What I Read This Week…

chamath.substack.com · 727 words · saved by 1 readers

U.S. crypto deal-making in 2025 has already tripled all of 2024, language model providers are diverging in features and ecosystems, and 28% of renewable energy projects have been delayed or cancelled

Watch All-In Episode 225 Read our Short Dive: The Trump Administration’s Fiscal Strategy Read our Interview with Jason about the Evolution of Media Caught My Eye… Crypto acquisitions and public listings in the U.S. reached $8.2 billion across 88 transactions in the first four months of 2025, already tripling the total value of all 2024 crypto deal-making. These transactions reflect five distinct deal patterns: Bitcoin treasury acquisitions, where companies like Twenty One Capital are accumulating bitcoin as their primary business model, converting corporate treasuries into bitcoin…

What I Read This Week…

related reading