This week flew by for me. The weather in Manhattan was fantastic and I probably walked 50 miles getting around town.

The markets had a big week. Again

So did Bitcoin. By Friday, the value of all the world’s Bitcoins surpassed the value of Goldman Sachs. I own them both.

The lack of volatility in the stock market continues to be the story.

I love this tweet from Joe Fahmy:

If a correction lasts longer than 4 hours, call your financial advisor.

One story that really caught on this week was New York Time’s ‘Frightful Five‘ – about how Amazon, Google, Facebook, Apple and Microsoft are squeezing the life out of startups.

It’s a good read, but I think the bigger story is the China and what I call the ‘Frightfull Digital Wall‘ – which allows China a never ending advantage to homegrown internet companies.

Meanwhile, the largest software stocks like Microsoft are creeping to new all-time highs daily.

Adobe actually exploded to new all-time highs.

In the enterprise software space, two favorites are lurking at or near all-time highs – Workday and Zendesk. They report earnings this week.

One enterprise stock that surged to all-time highs this week after earnings was Atlassian ($TEAM).

So, despite the Chinese digital wall and ‘Frightful Five’ the markets continue to provide tech and software winners….for now.