May 2025 Alpha Trends for Supply Chain Gold Rush, Tariff Arbitrage, and VC Commercialization

The Three Money Moves Everyone's Missing (And Why That's About to Change)

Hey everyone,

Here's the thing about major shifts—they start quietly, then happen all at once. Remember when everyone thought "mobile-first" was just tech company nonsense until suddenly every business needed an app? We're at that inflection point again, except this time it's about three massive changes in how capital actually gets deployed.

And here's th…