Off the Record on the Rocks

Have You Been Involved with France Buying Bitcoin & IBM Selling a Digital Haven?


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Late October, and everyone’s making moves: France aims to buy 2% of all Bitcoin, IBM launches a “digital asset haven” (because “enclave” was taken), and Nvidia wants to tokenize everything—from baseball stats to your face. The World Series runs 18 innings while Polymarket bets $197M on Jerome Powell’s next move.


Meanwhile, AI agents start replacing workflows (and maybe coworkers), Sam Altman builds a browser without Chrome, and Western Union partners with Solana to trade stablecoins across the globe. The White House gets a crypto-funded ballroom, CZ gets seized, and influencers start licensing their faces like NFTs.


It’s all one market now: sports, rates, memes, elections, even Taylor Swift scrubber icons. And with Sora minting viral videos at speed, we’re entering a new phase—where your identity is the asset, tokenized for training or traded for clout. October’s closing strong, and the bids are coming from sovereign states.

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Off the Record on the RocksBy Mike Toner & Ankarino Lara