
Lark Davis
@LarkDavis • 1,484,108 subscribers
Entrepreneur & Bitcoin investor. Founder of The Inner Circle, the best Discord community in crypto! Tweets not financial advice.
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Fundstrat's Tom Lee was asked in a CNBC interview: if you're bullish on AI but worried about inflation, rising yields, and parabolic moves already made... what do you even do? His answer: DRAM is actually defensive. His logic: worried about oil shortages? Memory shortages are bigger. Semis and DRAM work even if the macro gets ugly. And software, specifically Mag 7, is still the best risk-reward in the market. Sometimes the contrarian trade is hiding in plain sight.
Lark Davis100,491 views • 18 days ago

My take on Adam Back's $1.5M Bitcoin call: Adam Back, OG at Blockstream, just said Bitcoin to $1.5M by Spring 2028. His reasoning: BTC reaching parity with Gold's $30T market cap = a 20x from here. I have huge respect for Adam and I genuinely hope he's right. I do believe Bitcoin will eventually hit $1M, $1.5M and way beyond, but 2 years feels too aggressive for me. My own target is post-2030, once the quantum computing threat is definitively put to rest. That's still the one big overhang the market hasn't fully priced in. Would I be happy to be wrong on the timing 100%. What's your price target and timeline for BTC?
Lark Davis51,760 views • 11 days ago

Most of crypto is basically a clown show... Pomp's words. Only 4 things survive according to ProCap Financial's Anthony Pompliano: Bitcoin, stablecoins, equity infrastructure, and tokenization. Everything else? Just people spinning up coins and hoping to get rich.
Lark Davis63,932 views • 15 days ago

Jerome Powell just pulled the ultimate HODL. In this CNBC clip, he said that he is stepping down as Chair but keeping his Governor seat, saying he will "leave when it is appropriate to do so." He’s basically playing goalie for the Fed’s independence, ensuring the institutional architecture doesn’t give in to political pressure. How do you guys feel about this?
Lark Davis99,273 views • 1 month ago

They: "You just got lucky with the crypto thing" Crypto bros for the past 3 years:
Lark Davis190,597 views • 5 months ago

They: "You just got lucky with the crypto thing" Crypto bros for the past 3 years:
Lark Davis243,949 views • 7 months ago

Elon's first interview (with Forbes) after the OpenAI lawsuit was dismissed. He's appealing, says it sets a dangerous precedent for all charitable giving in America. But that's not even the interesting part. He was asked about the next 5 years. By 2031 he's predicting AI surpasses all human intelligence combined, up to a billion humanoid robots, and the global economy doubles. The man does not think small.
Lark Davis18,255 views • 15 days ago

The moment you realized the game was rigged from birth. You were born to study for 20 years, then work for 40. The prime of your life, handed over to companies that would replace you with a machine tomorrow if it boosted their margins. You didn't choose this. The system chose for you. You earn, you're taxed. You save, you're taxed. You spend what's left just to survive, taxed again. And when you die? The government takes its cut from whatever remains. They never taught you investing in school. They never taught you taxation strategy. That knowledge was reserved for those already at the top. You were a peon and you didn't even know it. But today? Technology has cracked the door open. Information and opportunity are available like never before. You just have to wake up.
Lark Davis66,335 views • 2 months ago

Jeff Currie spent 27 years running commodity research at Goldman Sachs so when he shows up in a Bloomberg interview saying we are at the bottom of the first inning of a commodity Supercycle with a decade left to run, it is probably worth knowing he said it. Capital rotating out of tech, cost inflation building, PPI already confirming it. Can't tell you what to do with that but this is worth considering.
Lark Davis15,529 views • 14 days ago

TRUMP: "prices are coming down. oil will be coming down. that's just a matter of war." To be fair, he's not wrong. oil DID come down... from $110+ back to $90-100, but nobody's mentioning it was $60-70 before the "excursion" started. So yes sir, hopefully it keeps coming down .
Lark Davis58,998 views • 2 months ago