Fund@mental Weekly Review (EN)- June 6th, 2026

Welcome to a new episode of the fund@mental Weekly Review! This week, we connect the dots between cryptocurrency vulnerabilities, unbridled AI euphoria, and red-alert macroeconomic signals based on seven articles by Gustavo A. Cano. We analyze the seizure of $1 billion in Bitcoin belonging to the Iranian government, highlighting the loss of decentralization in cryptos, and how the S&P 500 and gold are trying to act as a lifesaver against the $39.2 trillion of US public debt. However, we question the resilience of this lifesaver during the ninth-longest bull market in history (1,325 days), artificially driven by AI. We'll explore the "canary in the coal mine": the terrifying concentration of the South Korean KOSPI index in just two companies (Samsung and SK Hynix) and how the rapid depreciation of the Japanese yen could force a massive sell-off of US Treasury bonds, destabilizing the West. If this domino effect occurs, which modern asset will suffer the most devastating impact: AI, cryptos, or the dollar itself?