SOLOMON GREY
CAPITAL

By John Ian Lau Contributing Editor
 Solomon Grey Capital In the high-stakes world of corporate cryptocurrency gambles, few stories have captivated Wall Street like MicroStrategy’s audacious pivot to a Bitcoin treasury strategy. Once a staid enterprise software firm, the company—rebranded as Strategy Inc. in February 2025—has transformed under Executive Chairman Michael Saylor into the largest corporate holder of Bitcoin, amassing over 641,000 BTC worth approximately $65 bill

Why TGG Is Betting on Pickleball to Fight AI-Induced Brain Rot – John Lau’s Warning At TGG, we don’t just invest in the future — we protect the human operating system. That’s why, when contributing editor John Lau dropped his latest bombshell at Solomon Grey Capital — “The Rise of AI and the Decline of Human Intelligence: Are We Accelerating Toward Primitivism?” — we didn’t flinch. We nodded. Because John isn’t fearmongering. He’s citing hard data: • MRI scans show thinner p

John Lau: The Rise of AI and the Decline of Human Intelligence – Are We Accelerating Toward Primitivism? Last week, in these pages, I explored a bullish thesis on artificial intelligence: a technology poised to turbocharge productivity, cure diseases, and unlock economic surpluses unimaginable a decade ago. The numbers were compelling—McKinsey projects AI could add $13 trillion to global GDP by 2030, equivalent to China’s entire economy today. This week I would like to offer

Dear Readers, With a readership that spans the corridors of Wall Street to the boardrooms of Beijing—Solomon Grey Capital has long been your unflinching guide through the tempests of global markets. Today, I wade into the froth of the latest AI maelstrom, sparked by the Financial Times’ stark headline on the near-$1 trillion evaporation in Big Tech valuations. It’s the worst week for AI-tied stocks since April, a brutal reminder that even the most hyped revolutions come with

As the United States enters November under the continuing government shutdown, the absence of official economic data is proving more damaging than expected. Nearly 2 million federal workers remain furloughed or unpaid, sending ripples through local economies and undermining consumer stability. With no government data releases, the world’s largest economy is effectively flying blind. This first Friday in November should have brought the Employment Situation Report from the Bu

Due to popular demand recently, this venerable newsletter in finance appears to have become a sports publication! We do study the economic impacts offered by sports and in this detailed article we will analyse in greater depths the drivers of success in this new asset class. In the gilded game of modern investing, where AI unicorns chase quantum yields and ESG mandates chase headlines, a quiet revolution is dinking its way onto balance sheets: sports. Not the blue-chip behemo

In an extraordinary display of skill and determination, Hong Kong’s national pickleball team has brought home the silver medal from the 2025 Pickleball World Cup held in Florida, USA, on November 3, 2025. Against the odds, the Hong Kong team fought their way through top-seeded opponents to reach the finals, where they faced the powerhouse Team USA. Although USA ultimately claimed gold, Hong Kong’s performance was nothing short of historic—brilliant, composed, and fearless. T

As we’ve highlighted in our previous reports on TGG Holdings, their strategic investments often create entirely new markets. Today, we're looking at their latest power play in professional sports—an area ripe for disruption and significant returns. While the mainstream media focuses on the inspiring story of Hong Kong's national pickleball team heading to the World Cup, we see the underlying financial architecture: a calculated investment in a nascent market with a clear firs

A Sporting Victory with Economic Implications There are rare moments in sport when a burst of achievement signals something much larger — a shift in culture and capital. Hong Kong reached that crossroads this month when TGG’s LIT Sports Global professional pickleball team captured multiple medals, including gold, at the World Pickleball Championships (WPC) in Malaysia. For Hong Kong, the win wasn’t only athletic; it was symbolic of a city discovering new forms of value creati

When we first began exploring sport as an investable theme, our intent was never to chase headline valuations or celebrity franchises. Sport, at its core, is participation — an expression of community and culture. It’s where people connect, compete, and rebuild trust in something physical and shared. That makes it more than entertainment; it’s infrastructure for belonging.  Earlier this month, LIT Sports Global, the investment arm of TGG Holdings, advanced that philosophy wit