2d • General discussion
🌅 The Daily Renaissance Scan | Jan 28, 2026
🏛️ The Fed & The Economy
- The Pause: The Federal Reserve kept interest rates steady today (3.5%–3.75%).
- The Tension: President Trump publicly pushed for lower rates, creating friction with the Fed.
🗞️ AI & The Tech Renaissance
- AI Everywhere (Google): Google just added its new AI tools directly into the Chrome browser.
- Big Banks Buy In: Wells Fargo hired a new Head of AI today. This confirms that major banks are moving past the "testing" phase and are ready to spend real money on AI infrastructure.
🪙 Crypto & Regulation
- The "Official" Dollar: Tether launched USAt, a new stablecoin designed specifically for the U.S. market.
- Bitcoin Update: Bitcoin is holding strong near $90k, ignoring the Fed's decision to pause rates.
📈 Stock Highlights (Thesis Aligned)
- Palantir (PLTR): The Government Backbone. With political tension rising, the government relies heavily on data to make decisions. Palantir is the operating system they use to do it.
- Coinbase (COIN): The Crypto Gateway. As stablecoins like Tether become more regulated and safe, Coinbase benefits because they are the primary exchange where this activity happens.
- NVIDIA (NVDA): The Engine. Google putting AI into Chrome means millions of users will be running AI constantly. That requires massive computing power, and NVIDIA provides the chips that make it possible.
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🌅 The Daily Renaissance Scan | Jan 28, 2026
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