Retail Giants Push Crypto Payments

CRYPTO
Retail Giants Push Crypto Payments

Walmart, Amazon, Expedia, and other major U.S. merchants are actively exploring stablecoins as a way to bypass traditional payment systems and cut billions in transaction fees. If implemented, this shift would allow companies to settle payments faster and cheaper, particularly in cross-border transactions. Stablecoins, which are pegged to fiat currencies and backed by reserves like U.S. Treasurys, could offer merchants more control over cash flow and payment rails.

However, the future of this innovation hinges on the Genius Act, a bill currently moving through Congress that aims to create a regulatory framework for stablecoins. Retailers and merchant coalitions have been lobbying lawmakers to pass the bill, arguing that it would spur competition and break the Visa-Mastercard duopoly.

While companies are still weighing whether to issue their own coins or use third-party stablecoins, the pressure on banks and card networks is growing—and the crypto future of payments is taking shape.

ECONOMY
Oil Prices Surge on Conflict

Tensions between Israel and Iran are now threatening global energy markets. After Israel’s initial wave of airstrikes crippled parts of Iran’s military, reports suggest attacks may have extended to key energy infrastructure, including the massive Pars South gas field and various refineries.

Iran, meanwhile, is considering closing the Strait of Hormuz — a critical global oil chokepoint through which about 21 million barrels per day flow. Even the suggestion of a shutdown spiked oil prices by 7% Friday, with Brent crude rising above $70 a barrel.

Analysts warn that any disruption in Iranian oil exports or shipping through the Strait could push oil prices above $120. Clearing such a blockade could take weeks or longer, causing major supply chain impacts.

While full closure remains unlikely, both sides appear willing to use energy infrastructure as leverage — creating volatility in commodity markets and raising concerns for global energy stability.

TECH
Amazon Powers AI with Nuclear

Amazon has secured a 1,920-megawatt nuclear energy deal with Talen Energy to power its AI and cloud data centers in Pennsylvania through 2042. The clean, high-output electricity will be sourced from Talen’s Susquehanna nuclear facility and delivered via PPL Electric Utilities through the regional grid.

This move reflects a growing trend among tech giants relying on nuclear energy to support the immense power demands of artificial intelligence infrastructure. Amazon is also exploring small modular reactor (SMR) technology for future expansion.

By investing in nuclear, Amazon not only ensures reliable, carbon-free energy but also helps stabilize the local energy grid through service payments and large-scale demand.

Other major players like Microsoft and Meta have followed suit, signing long-term nuclear power deals to fuel their AI ambitions. As AI continues to evolve, nuclear power is quickly emerging as the backbone of sustainable high-performance computing in the U.S. tech sector.

FINANCE
Boeing Sees Jet Demand Surge

Boeing forecasts over 43,000 new jetliner deliveries through 2044, driven by a projected 40% rise in global air travel by 2030. Despite global trade tensions and recent production challenges, long-term demand remains strong. The forecast, released ahead of the Paris Airshow, estimates 33,300 single-aisle aircraft—like the 737 MAX—and 7,800 widebody jets will lead future orders.

Although Boeing slightly reduced expectations for global economic and air cargo growth, company executives remain optimistic. They point to a long-term average of 4% annual growth in air cargo despite fluctuations.

Pandemic-era disruptions continue to affect aircraft production. Boeing currently faces capacity limits, with FAA restrictions capping 737 output at 38 per month after a 2024 safety incident. Meanwhile, the company is recovering from an Air India Dreamliner crash and remains under scrutiny.

China and Southeast Asia are expected to drive half of future growth, while North America leads in aircraft replacement needs.

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.