Travis Wright breaks down Coldcard's massive security vulnerability that exposed user funds, DeepSeek's budget AI triumph forcing a China expansion, and why Wall Street hammered Meta for spending big on artificial intelligence development.

July 31, 2026 — 271 words / ~1.8 min

Stories covered:

  1. Coldcard's $38M Problem: Hardware Wallet Flaw Exposed Private Keys
  2. DeepSeek Builds China Data Center After Humiliating Silicon Valley on Budget
  3. Meta Spent $8B More on AI and Wall Street Punished Them