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U.S. Pledges $2bn in Humanitarian Aid After Dismantling of USAID Reshapes Foreign Assistance

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The United States will commit $2 billion in life-saving humanitarian assistance next year to tens of millions of people facing hunger, disease, and displacement across dozens of countries, the State Department said on Monday.

The move marks a significant recalibration of Washington’s aid architecture following the Trump administration’s decision to dismantle the U.S. Agency for International Development (USAID) earlier this year.

The funding will be overseen by the United Nations Office for the Coordination of Humanitarian Affairs (OCHA) and disbursed through UN agencies and international humanitarian partners, according to the statement. The move effectively shifts the management of a large portion of U.S. emergency aid away from a standalone American development agency toward multilateral coordination under the UN system.

The pledge comes against the backdrop of a major restructuring of U.S. foreign assistance. Earlier this year, the Trump administration announced the cancellation and winding down of USAID, arguing that the agency had become inefficient, overly bureaucratic, and misaligned with the administration’s “America First” foreign policy doctrine. USAID, founded in 1961, had for decades served as Washington’s primary vehicle for delivering development aid, disaster relief, and health programmes in some of the world’s poorest and most fragile countries.

Its closure marked a sharp break from past U.S. policy and sparked concern among humanitarian organizations and foreign policy experts, who warned that dismantling USAID could weaken America’s influence and slow emergency responses in crisis zones. In response, administration officials said humanitarian assistance would not disappear but would instead be restructured, with greater reliance on multilateral institutions and tighter oversight of how funds are spent.

The newly announced $2 billion package appears designed to reassure allies and aid agencies that Washington intends to remain a major humanitarian donor, even as it overhauls the way assistance is delivered. According to U.S. officials, the funding will support emergency food aid, nutrition programmes, access to clean water, basic healthcare services, and disease prevention efforts, particularly in conflict-affected and climate-vulnerable regions.

Much of the assistance is expected to be directed to sub-Saharan Africa, the Middle East, and parts of Asia, where prolonged conflicts, droughts, floods, and economic shocks have pushed millions into acute food insecurity. The United Nations estimates that more than 300 million people globally will require humanitarian assistance next year, with funding shortfalls already forcing aid agencies to scale back operations.

By placing the funds under OCHA’s coordination, Washington said it aims to improve efficiency and ensure resources are allocated based on the severity of need. OCHA plays a central role in prioritizing crises, coordinating donor responses, and managing pooled humanitarian funds that can be rapidly deployed in emergencies.

The State Department also framed the pledge as part of a broader effort to prevent humanitarian crises from escalating into security threats, mass migration, or regional instability. Officials argue that early intervention on hunger and disease is more cost-effective than responding to full-blown crises later.

Aid groups have cautiously welcomed the funding commitment but stressed that the loss of USAID leaves a gap in long-term development planning and on-the-ground expertise that humanitarian aid alone cannot fill. They have urged the administration to clarify how future development and resilience programmes will be handled alongside emergency relief.

While the State Department did not provide a detailed breakdown of country allocations, it said further details would be released as needs assessments are completed. However, the $2 billion pledge signals that even after the dismantling of USAID, the United States intends to retain a visible — if restructured — role in the global humanitarian system.

Strategy Acquires More Bitcoin For $108.8M, Draws Heavy Criticism From Analysts

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Strategy has acquired 1,229 BTC for $108.8 million at an average price of $88,568, increasing total holdings to 672,497 BTC acquired for $50.44 billion at $74,997 per coin, achieving 23.2% BTC yield year-to-date.

According to a Form 8-K filed on Monday, the coins were acquired Dec. 22-28 and funded through at-the-market stock sales. This purchase extends CEO Michael Saylor’s aggressive Bitcoin treasury strategy since August 2020, positioning the firm as the largest corporate holder and leveraging debt and equity issuances to fund acquisitions amid BTC’s 116% rise from the average cost basis.

The latest buy brings Strategy’s year-to-date BTC yield to 23.2%, a metric the company uses to measure how much its Bitcoin holdings have grown relative to shares outstanding.

As BTC dipped ~1.7% to $87,122, reactions split between supporters celebrating the milestone and critics alike questioning the timing and value extraction from existing Strategy’s reserves versus stock discounts.

While the company remains confident in Bitcoin’s long-term value, analysts such as Peter Schiff and Christopher Bloomstran are increasingly questioning the risks and balance-sheet impact of such aggressive accumulation.

Gold advocate and strong Bitcoin critic Peter Schiff critiques MicroStrategy’s Bitcoin strategy, noting a 16% unrealized gain on holdings bought at an average price of $75,000 since 2020, yielding just a 3% annualized return compared to other assets.

He wrote in a post on X,

“Strategy has been buying Bitcoin for five years. With an average cost of $75K, the company has a “paper profit” of just 16%. That’s an average annual return of just over 3%. $MSTR would have been much better off had Saylor bought just about any other asset instead of Bitcoin.”

Schiff argues that MicroStrategy would have been better off investing in almost any other asset rather than Bitcoin. He further pointed to gold and silver, both of which have recently reached record highs, suggesting that diversification into precious metals would have been a more prudent strategy. He maintains a bearish outlook on Bitcoin and has warned that a potential crash could further undermine MicroStrategy’s Bitcoin-heavy approach

Also, President and Chief Investment Officer of Semper Augustus Investments Group LLC Christopher Bloomstran, has criticized Michael Saylor’s decision to issue shares for MicroStrategy’s latest 1,229 BTC purchase, labeling it desperate and idiotic as the company’s $46 billion market cap trades at an 82% discount to its $58.5 billion Bitcoin holdings valued at $87,000 per BTC.

He wrote,

“Selling shares (to suckers) when your equity market value traded at a large premium to your Bitcoin was smart, albeit immoral. Now selling shares to buy yet more Bitcoin, but with your market cap now at 82% of the market value of your Bitcoin is just plain desperate. And idiotic.”

This contrasts with prior share sales at NAV premiums, which Bloomstran calls smart yet immoral, highlighting ongoing shareholder dilution amid a 52% stock decline since July 2025 versus Bitcoin’s 15% drop.

Amidst the criticism, MicroStrategy’s aggressive strategy has achieved 23.2% BTC yield year-to-date and outperformed traditional value funds over five years, though it amplifies volatility through $16 billion in debt and preferred stock leverage.

Outlook

Looking ahead, Strategy’s Bitcoin-centric treasury strategy is likely to remain highly polarizing. On one hand, management’s conviction is clear: the company continues to treat Bitcoin as a long-term, scarce monetary asset and a core measure of corporate performance, as reflected in its emphasis on BTC yield rather than traditional earnings metrics.

If Bitcoin resumes a strong upward cycle, Strategy could benefit disproportionately due to its scale, early accumulation, and leveraged exposure, potentially restoring equity premiums and validating Michael Saylor’s long-term thesis.

On the other hand, risks are becoming more pronounced. Continued equity issuance at or below net asset value (NAV) raises concerns around shareholder dilution, while the growing debt and preferred stock obligations amplify balance-sheet fragility during prolonged market downturns.

Are Real Human Influencers Set to Reign Supreme Over AI in 2026?

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There’s been a notable rise in AI-generated content over the last year, with the technology now capable of creating highly realistic videos. People are finding it harder than ever to tell the difference between what’s real and what’s been AI-generated, and many are not happy about this new reality.

In fact, it has led to a shift towards people consuming content that’s much simpler than ever, with many single-camera influencers finding success in 2025. This trend is likely to continue in 2026, with low-production, human-led videos outperforming glossy AI-generated content.

Consumers Looking for Alternatives to AI-Generated Content

Although AI has been hailed as the future and the next major disruptive technology, it’s clear that some fatigue is already setting in. This is especially true with AI-generated videos, which temporarily flooded the YouTube and TikTok algorithms in 2024. There was a brief trend of glossy videos with quick cuts and AI-generated voiceovers, but these faded away after YouTube implemented new policies to demonetise low-effort content with AI narrations.

The shift in 2025 was towards content that felt more grounded and human. This would often come in the form of simple video recordings of one person with a camera phone or GoPro, documenting their lives. Food vlogs and travel videos have been highly successful, as have videos of people simply giving advice on certain topics. Podcasts have continued to grow in stature, thanks to short clips of them being shared on video platforms and helping to drum up interest.

Human Connection is Still Highly Valued

A lot of futurists believe that, as AI’s influence over the online world grows, people will actively search for human connection. That means that people who create authentic content online have the chance to be successful in 2026 and beyond.

This concept of connecting people through the screen is nothing new. Live streaming blew up way before AI came along, purely because it emerged as the best way for people to interact with real-world experiences online. Online casino developers found that it was a great way to transmit table games to players, giving them the sense that they were playing in a real casino. Now, blackjack online features various live options with real-world dealers, including Lightning Blackjack and Free Bet Blackjack.

Live streaming was one of the biggest upgrades that ever happened to Facebook as well, with users of the platform able to share live videos and have people comment on them in real time. Facebook Live had more than 800 million daily users at its peak, highlighting how many people enjoyed this format.

Content creators who live stream to their audiences can encourage connection and interact with them in real time, but there are other ways to do this with short-form content as well. For example, some creators make short videos based on comments that fans have posted on their past content. This still fosters a human connection but allows people to discover the videos and the creators in their own time.

AI will still have an impact on video streaming platforms, but human content creators who have their face on camera are likely to continue capturing attention. The beauty of this content is that it’s genuine and gives people a way to connect with other humans online.

Tekedia Capital Portfolio Startup, Corgi, Rings NASDAQ Opening Bell Today

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Good People, join me in congratulating Tekedia Capital portfolio company, Corgi, one of the world’s fastest-growing startups, as it rings the opening bell at NASDAQ today.

As Corgi visits the Nasdaq MarketSite in Times Square to launch the Founder-Led ETF (Nasdaq: FDRS), an investment vehicle that offers a simple way to invest in the top 50 public companies still led by at least one of their original founders, we wish Nico Laqua, CEO of Corgi, an exceptional experience as he rings the bell.

Corgi is the world’s first AI-insurance company, operating across reinsurance, insurance, and brokerage with armies of AI agents delivering unprecedented value to clients. By every meaningful indicator, Corgi has built one of the most advanced AI infrastructures in its category. Its growth trajectory is extraordinary, coming at levels I have rarely seen in my years of investing in startups.

Today’s moment at NASDAQ is not just symbolic, it is a validation of a bold thesis and disciplined execution. Congratulations to the entire Corgi team on this remarkable milestone.

Ndubuisi Ekekwe

Chairman, Tekedia Capital

SoftBank Acquires DigitalBridge for $4bn to Bolster AI Infrastructure

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SoftBank Group has agreed to acquire DigitalBridge Group, a leading global digital infrastructure investment firm, in an all-cash transaction with an enterprise value of approximately $4 billion.

The deal, announced Monday, represents a major escalation in founder Masayoshi Son’s aggressive push to dominate the physical backbone of artificial intelligence, securing critical data center capacity, connectivity, and power assets essential for next-generation AI scaling. Under the terms, SoftBank will pay $16 per share for all outstanding common stock of DigitalBridge—a 15% premium to Friday’s closing price and a 50-65% premium to pre-rumor levels earlier in December.

The acquisition values the equity at about $2.92-3 billion, with closure expected in the second half of 2026 pending regulatory approvals. DigitalBridge shares surged 9.7% to $15.27 in Monday trading, building on a 45% rally earlier this month after initial reports of talks. The stock approached but remained slightly below the offer price, reflecting anticipation of deal completion.

As AI transforms industries worldwide, the need for more compute, connectivity, power, and scalable infrastructure, grows. DigitalBridge is a leader in digital infrastructure, and this acquisition is expected to strengthen the foundation for next-generation AI data centers, advance Softbank’s vision to become a leading Artificial Super Intelligence platform provider, and help unlock breakthroughs that move humanity forward.

DigitalBridge CEO Jacob Yahiayani noted that the buildout of AI infrastructure represents one of the most significant investment opportunities of our generation. SoftBank’s vision, capital strength, and global network are expected to allow DigitalBridge to accelerate its mission with greater flexibility, invest with a longer-term horizon on behalf of our investors, and better serve the world’s leading technology companies as they scale their AI ambitions.

Post-closing, DigitalBridge will operate as a separately managed platform under Ganzi’s leadership, preserving its operational independence while integrating into SoftBank’s ecosystem. DigitalBridge, founded in 1991 as real estate-focused Colony Capital and rebranded in 2021 after a pivot under Ganzi, manages $108 billion in assets as of September 30, 2025. Its portfolio spans data centers, fiber networks, cell towers, small cells, and edge infrastructure across North America, Europe, Asia, and the Middle East—making it one of the largest dedicated digital infrastructure investors globally.

The acquisition directly enhances SoftBank’s involvement in the Stargate project, a $500 billion AI infrastructure initiative with OpenAI, Oracle, and MGX. DigitalBridge participates in Stargate, including Vantage’s near-gigawatt Wisconsin campus. Recent expansions brought Stargate to nearly 7 gigawatts of planned capacity across sites in Texas, New Mexico, Ohio, and the Midwest, with over $400 billion committed—putting the venture ahead of schedule toward its 10-gigawatt U.S. goal by year-end.

Son’s 2025 AI strategy has been relentless: SoftBank committed up to $30 billion to OpenAI (including syndicated portions), liquidated its $5.8 billion Nvidia stake to fund commitments, and pursued aggressive financing. The DigitalBridge deal follows Son’s public assertions of pursuing Artificial Super Intelligence, dismissing bubble concerns while predicting AI will generate at least 10% of global GDP.

Market reactions were positive in thin holiday volume: SoftBank shares edged higher, while analysts praised the strategic fit for securing scarce AI-enabling assets amid hyperscaler demand. The move positions SoftBank to control more of the “picks and shovels” in AI—namely, data centers, power, and networks—complementing its investments in Arm, OpenAI, and robotics.