Overview
Fourteen posts drove today’s conversation. Key themes include Africa’s connectivity push, a growing corporate shift away from Delaware, fresh housing policy signals, legal and political flare ups, market anxiety tied to the shutdown, and a new hardware reveal from Valve.
The big picture
Vodacom taps Starlink
Vodacom partnered with SpaceX’s satellite network to expand rural broadband across Africa. Regulatory challenges in South Africa remain, though new equity-equivalent routes support operation.
🔗 https://x.com/SawyerMerritt/status/1988630705115365735
Coinbase exits Delaware
Coinbase will reincorporate in Texas after citing unpredictable court rulings in Delaware. Texas continues attracting firms seeking governance stability.
🔗 https://x.com/zerohedge/status/1988603945464545345
Musk on corporate departures
Elon Musk noted the wider trend of companies leaving Delaware following recent legal decisions.
🔗 https://x.com/elonmusk/status/1988653984450760954
Portable mortgages explored
The Trump administration is reviewing portable mortgages to ease the rate lock-in that has frozen housing mobility.
🔗 https://x.com/LeadingReport/status/1988659252257501233
The last US penny
The US Mint has produced its final penny after 232 years, ending a costly tradition while keeping the coin as legal tender.
🔗 https://x.com/PopBase/status/1988690923400892495
Shutdown bill passes House
The House approved a bill to end the shutdown, though betting markets lagged the update pending formal confirmation.
🔗 https://x.com/WatcherGuru/status/1988779407964794999
Youth unemployment climbs
The unemployment rate for Americans aged 20 to 24 has reached 9.2 percent, the highest since 2016 outside COVID periods.
🔗 https://x.com/unusual_whales/status/1988591859795394736
FHFA on mortgage portability
Bill Pulte confirmed active evaluation of portable mortgages, sparking debate on mobility, supply, and institutional ownership.
🔗 https://x.com/pulte/status/1988626279516549196
Newsom aide charged
Dana Williamson, Gavin Newsom’s former chief of staff, has been charged with multiple fraud offences tied to campaign fund misuse.
🔗 https://x.com/greg_price11/status/1988711231050408288
Burry winds down Scion
Michael Burry is shutting Scion Asset Management and liquidating funds after disagreements with current market valuations.
🔗 https://x.com/sailaunderscore/status/1988767768519311670
Economic data gap
A Burry-tracking account noted that key economic data may never be released due to the shutdown, adding to market strain.
🔗 https://x.com/burrytracker/status/1988692842416615448
AI image distortion concerns
A post warned that AI-generated historical images are confusing audiences and distorting understanding of real figures.
🔗 https://x.com/Babygravy9/status/1988512917814145216
Threat campaign revealed
Catturd reported that the same person who targeted Matt Walsh had previously targeted his home, adding to rising safety concerns.
🔗 https://x.com/catturd2/status/1988551731425264074
Steam Machine returns
Valve introduced a new Steam Machine for TV gaming, launching next spring with stronger performance and PC ecosystem perks.
🔗 https://x.com/CultureCrave/status/1988669887188025772
Why it matters
Connectivity advances support digital access across Africa.
Corporate moves signal competition among US states for governance trust.
Mortgage portability aims to unfreeze housing supply without risky loan extensions.
Youth unemployment and missing economic data add to market uncertainty.
Threat campaigns and AI misinformation shape public trust online.
Valve’s new hardware adds fresh energy to the gaming landscape.
