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The Fusaka Upgrade: What Ethereum's December 2025 Upgrade Means for Your ETH Investment
Executive Summary : Ethereum is launching Fusaka on December 3, 2025—a major upgrade that makes the network faster, more profitable, and more user-friendly. For ETH investors, this is meaningful because it directly strengthens Ethereum's ability to generate fees and attract mainstream users, potentially supporting higher long-term ETH valuations. [1] [2] [3] [4] What is Fusaka, and why should you care? Think of Ethereum like a toll highway. Right now, there's a limit to how m

Elias Zeekeh, MBA, CPA, CMA
22 hours ago5 min read
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Black Friday 2025: How AI Transformed Retail Commerce
Executive Summary Black Friday 2025 shattered records with $11.8 billion  in online sales—a 9.1% year-over-year increase—but the true story lies beneath the headline. AI-driven sales accounted for approximately $3 billion  of that total, while 54% of consumers  leveraged AI tools for holiday shopping[27][35]. Traffic to retail sites from AI services surged 805% compared to 2024, with AI-referred customers converting at rates 38% higher  than traditional shoppers[23][31]. Thi

Elias Zeekeh, MBA, CPA, CMA
2 days ago5 min read
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Digital Asset Treasury Companies vs. Direct Ethereum Ownership: What Investors Need to Know
Digital Asset Treasury (DAT) companies have emerged in 2025 as high-octane vehicles for Ethereum exposure, but recent market turmoil has exposed critical vulnerabilities that every investor must understand before choosing between DATs and direct asset ownership. What Are DATs? Digital Asset Treasury companies are publicly traded entities that hold cryptocurrency—specifically Ethereum—as their primary treasury reserve. Often pivoting from unrelated legacy businesses, these com

Elias Zeekeh, MBA, CPA, CMA
6 days ago5 min read
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Google's TPUs vs. NVIDIA and AMD GPUs: Why The Competition Matters
Google [finance:Alphabet Inc.] is quietly building a serious challenge to NVIDIA [finance:NVIDIA Corporation] and AMD [finance:Advanced Micro Devices, Inc.] dominance in AI chips. While NVIDIA controls roughly 80% of the AI accelerator market, Google's Tensor Processing Units (TPUs) represent a fundamentally different approach—one that could reshape how enterprises think about AI infrastructure costs. The Architecture Divide The key difference isn't just speed—it's purpose. T

Elias Zeekeh, MBA, CPA, CMA
Nov 255 min read
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TELUS Stock Under Pressure: Dividend Concerns Drive 11% Decline
TELUS shares have tumbled 10.98% Â over the past two weeks, dropping from C$20.68 to C$18.41 as of November 24, 2025. The selloff accelerated on November 18 when the stock plunged 5.28% Â following a critical analyst downgrade that questioned the sustainability of the company's attractive 8.8% dividend yield . The Downgrade Catalyst JPMorgan Chase analyst Sebastiano Petti cut TELUS to "underweight" from neutral on November 18, slashing the price target from C$22 to C$19. The do

Elias Zeekeh, MBA, CPA, CMA
Nov 243 min read
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BlackRock's Proposed Ethereum Staking ETF: Institutional Demand Dynamics and Long-Term Price Implications
BlackRock’s proposed Ethereum staking ETF has the potential to remake the landscape of both institutional crypto investing and long-term ETH price dynamics. This new Axum research deep dive explains why the iShares Staked Ethereum Trust could become a game-changer—unlocking regulated yield for institutions and fundamentally tightening Ethereum’s liquid supply. As BlackRock brings staking and yield-generation inside the ETF wrapper, institutional adoption is poised to accelera

Elias Zeekeh, MBA, CPA, CMA
Nov 211 min read
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Nvidia's Valuation Heading Into Earnings: The Case Against Overvaluation
Nvidia has become the defining equities story of the AI era, and its rise has pushed valuation debates to the forefront of market conversation. As the company prepares to report its fiscal third-quarter 2026 earnings, few topics generate as much investor debate as whether Nvidia’s breathtaking rally has pushed its stock into overvalued territory—or whether fundamentals continue to justify new highs. The stakes extend far beyond one company’s earnings: Nvidia’s results are a p

Elias Zeekeh, MBA, CPA, CMA
Nov 192 min read
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Is the Bitcoin 4-Year Cycle Dead? Tom Lee's Controversial New Thesis
The story of Bitcoin is one of disruptive innovation, speculation, and a relentless quest to understand the forces shaping its value. Over the past decade, cycles of euphoria and consolidation have established a pattern that traders, analysts, and investors across the globe now watch with growing anticipation: the Bitcoin 4-Year Cycle. This phenomenon, marked by predictable boom periods often driven by halving events and followed by quieter lulls, offers a unique lens through

Elias Zeekeh, MBA, CPA, CMA
Nov 171 min read
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The Age of Abundance: How Artificial Intelligence Will Create Prosperity, Not Poverty
Unlock a fresh perspective on the future of artificial intelligence with this in-depth research report from Axum Holdings. Challenging the widespread fear of "AI-driven job loss," this comprehensive analysis draws on over 100 empirical studies, economic forecasts, and real data to paint a radically different vision: one where AI acts as the engine of unprecedented prosperity. In this essential report, you'll find: A data-driven debunking of mass-unemployment myths , revealing

Elias Zeekeh, MBA, CPA, CMA
Nov 131 min read
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