The President is literally telling us what to buy again.

This time it's cybersecurity.

Cyber is quietly getting reclassified as national security infrastructure...not software.

In a world where the US is in escalating conflict with iran, russia, china…cyber is becoming a warfighting domain.

2 days ago (March 9th), Trump announced Cyber Strategy for America, which included:
> proactive cyber ops
> ai driven defense
> deep coordination with private vendors
> framing the cyber workforce as a "strategic asset worthy of great investment"

Translation? The gov't is going to rely heavily on companies like $CRWD, $NET, $PANW, $PLTR, and others to secure infrastructure + fight cyber conflicts.

That’s one piece.

But now layer geopolitics on top. Iran’s playbook contains cyber retaliation...we saw it last summer in Israel.

- energy grids
- power grids
- hospitals
- civilian apps
- military infrastructure

Cyber defense = national security now.

That’s why the move in cyber stocks the last couple weeks is interesting...the market still treats these companies like tech/software stocks, but seems to be waking up.

The new policy language & geopolitical setup increasingly treats them like defense infrastructure.

I think a re-pricing in coming in cybersecurity.

It's a theme I'm observing very closely this month.

MASSIVE news for the crypto market.

🇺🇸 The US SEC and CFTC have just signed an MOU to collaborate on crypto regulation and new digital asset products.

For years, the biggest problem in crypto was:

- the SEC claiming tokens are securities
- the CFTC claiming they’re commodities

Two agencies. Two rulebooks.

Trillions sat on the sidelines due to zero clarity on who was in charge and This MOU ends the war between the SEC and CFTC.

What this document actually means:

- Regular meetings to discuss emerging regulatory issues before they become problems
- Real-time data sharing on specific incidents, events, and market activity
- Cross-market surveillance and joint examinations
- A dedicated framework for crypto assets
- Cross-training of staff on each agency’s jurisdiction
- Coordinated enforcement to avoid conflicting outcomes for the same asset

Combined with the approval of the crypto market structure bill in Congress, this MOU removes regulatory uncertainty and paves the way for trillions in institutional money.

With this clarity plus growing stablecoin adoption, crypto is ready to transform the global financial system.