1. markets = s&p -15% by q2, crypto -40%, fed funds rate >=5%, energy best perf. sector
2. Ukraine war continues
3. Layoffs continue
4. Sbf goes to jail, SEC prosecutes 20+ high profile names
5. Twitter new CEO will be a VC
6. Large bipartisan push to get TikTok banned
7. AI: best hits will impress and change our lives for the better, >3B acq. of “unknown” ai company by F500 driven by FOMO, AI content floods the web, many societal issues raised
8. China will not attack Taiwan, GDP contracts
9. Zuck takes reality labs private, META +50%
10. Socio-economic unrest in Pakistan, China, UK, Africa
11. Step fxn biotech breakthrough: mRNA vaccine for X or crispr
12. Gaming: Riot continues to do well, MSFT/Blizz deal closes
2. Ukraine war continues
3. Layoffs continue
4. Sbf goes to jail, SEC prosecutes 20+ high profile names
5. Twitter new CEO will be a VC
6. Large bipartisan push to get TikTok banned
7. AI: best hits will impress and change our lives for the better, >3B acq. of “unknown” ai company by F500 driven by FOMO, AI content floods the web, many societal issues raised
8. China will not attack Taiwan, GDP contracts
9. Zuck takes reality labs private, META +50%
10. Socio-economic unrest in Pakistan, China, UK, Africa
11. Step fxn biotech breakthrough: mRNA vaccine for X or crispr
12. Gaming: Riot continues to do well, MSFT/Blizz deal closes