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Chris1 yıl önce

35 where!?!😍🫶🏽

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GORGEOUS

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My gods 🙏🏽

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⭕️ Energy Analyst: Iran Has Trump “By the Throat” on Hormuz and Knows It Robert McNally, founder and president of Rapidan Energy Group and a former White House energy adviser, told Bloomberg that Iran is “dug in” and believes it is winning the standoff over the Strait of Hormuz — and that the U.S. has limited good options to respond. 🔸On Iran’s strategy: “Their leadership is fractured, but it’s functioning. They know they have President Trump by the throat here. Their strategy is just wait for those higher oil prices to soften up the president.” 🔸On Iran shut-ins: McNally estimated Iran has one to two months before it faces major forced production cuts, depending on how much inland storage capacity remains. “Even if we see Kharg Island fill up and stop loading tankers, they still may be able to avoid or delay shut-ins if they have inland tank farms.” 🔸On U.S. export restrictions: McNally put the probability at 35% if gasoline approaches $5 a gallon this summer, calling it counterproductive but not ruleable-out under political pressure. 🔸 On U.S. domestic relief measures: McNally called the administration’s fuel waivers “a drop in the bucket” against what he described as “the largest oil disruption in history” — representing 15-20% of global supply. 🔸On what the U.S. should do militarily: McNally said Washington needs to begin active suppression of Iran’s fast attack boats, minelaying vessels, and coastal missiles, something he said should have started “on the first day.” He noted the reported Trump kill order (via Truth Social) on the fast attack craft are a step in the right direction, but said Iran appears to still be laying mines.​​​​​​​​​​​​​​​​ 🔸🔸 On how Hormuz ends: McNally said there are only two ways out — a ceasefire that guarantees free navigation, or a U.S. military campaign to forcibly reopen the strait. He estimates the latter would take at least four weeks “if you start it and stick with it” — a timeline, he said, the U.S. has not yet committed to.

Drop Site

60,762 görüntüleme • 2 ay önce

Today on MCG: | Marketing Collector Crypt Collector Crypt is the #1 consumer app on Solana right now, on pace for $85M in May revenue with $30M in inventory on-chain BassBuddah breaks down the ComicBook.com partnership (40M users), the Loopscale lending integration that lets you borrow against your Charizard, the Metaplex compressed NFT work, and where the token is headed once regulation catches up 👇 00:02 - Intro 01:40 - The King welcomed back 02:41 - Soft rebrand reveal, new logo 03:23 - ComicBook.com partnership 04:30 - The gotcha machine guarantees authenticity and quality 05:08 - The pitch 05:50 - Proving any collectible can be tokenized, not just TCG's 06:51 - "We are 5% loading"...Pokemon is 85% of revenue, One Piece 10%, sports 5% 07:18 - Splitting basketball, baseball, and football into their own gotcha machines 07:50 - Sports cards on a tear 09:35 - Loopscale partnership announced 11:05 - Borrow 40-75% of your Charizard's value in USDC, pay back, get the card back 13:15 - White-label thesis 15:36 - Slabz fanboy 17:07 - IRL vending machines as the next frontier 18:42 - Brick and mortar storefronts, grading partnerships, event activations on the roadmap 19:10 - Ebay and Gamestop tension 22:48 - $CARDS token primer 27:51 - $42K airdropped to $CARDS holders this month 30:33 - Compliance disclaimer 31:36 - "30 million in inventory" backed by the company, hopeful one day backed by the token 32:33 - DAT strategy 36:53 - Yield idea 37:39 - Marketplace update 39:58 - USDC offers, counteroffers, username profiles, in-app messaging 41:33 - One-of-a-kind escrow 42:06 - Lifetime buyback dashboard 43:02 - Trustless card-for-card trades, zero fee, any category for any category 45:53 - Why TCG projects support each other 48:43 - Why TCG's blew back up 51:39 - Buybacks confirmed as a priority 52:44 - "We are the number one consumer app on Solana right now" 53:50 - Why this is Solana RWA product-market fit 55:00 - LA Collecticon June 12 57:50 - Miami strategy 59:13 - Ansem connection clarified 1:01:24 - Future livestreams 1:06:29 - Closing analysis 1:08:42 - Takeaways 1:12:54 - Why isn't $CARDS on a CEX yet?

MCG

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Creatine isn’t just for athletes. A growing body of scientific evidence now shows creatine helps preserve muscle during aging, maintains bone density, improves cognition (especially during stress), and speeds muscle recovery after intense exercise. To explore the mechanisms, optimal dosing strategies, and practical considerations, and more, I invited a leading creatine researcher Dr. Darren Candow (Darren Candow, PhD, CSEP-CEP, FISSN) onto the podcast. Even if you’re not an athlete—or you’ve dismissed creatine as a muscle supplement—you need to listen to this episode. Links to YouTube, Apple Podcasts, and Spotify in the comments. Timestamps: 0:00 - Introduction 0:56 - What makes creatine effective for exercise performance? 4:23 - The loss of explosive power with aging 5:59 - How creatine speeds up recovery between sets 8:36 - Two ways creatine boosts muscle strength 10:34 - Why creatine might not speed typical weight-training recovery 13:01 - Anti-catabolic effects 13:38 - Why do men and women respond differently? 15:12 - Dietary creatine vs. supplementation 15:59 - Is creatine supplementation necessary—or optional? 17:27 - Why plant-based may benefit most 18:38 - Should creatine dosage change with age? 19:23 - Loading vs. daily dosing 22:20 - Why 5 grams might not be enough—other tissues 24:11 - Can creatine prevent bone loss—even without weight training? 24:32 - How creatine supports osteoblast activity 26:13 - Preventing hip fractures with creatine 28:55 - Creatine vs. bisphosphonates 32:43 - Why creatine isn’t just for weightlifters 35:14 - Why stressed brains benefit most 37:19 - Why brain aging accelerates demand 40:16 - Why 10g per day might be the optimal dose 42:07 - Why creatine counteracts sleep deprivation 45:16 - Before vs. after concussion 47:39 - Should dosage be adjusted by weight? 49:01 - Does creatine improve sleep on training days? 51:56 - Creatine for Alzheimer’s and Parkinson’s 53:29 - Can creatine help with depression and anxiety? 56:46 - Creatine and glutamine for preventing respiratory illness 59:02 - Why creatine may enhance endothelial health and circulation 1:00:26 - Creatine’s role in cardiometabolic health 1:02:07 - When does loading actually make sense? 1:03:12 - Preserving muscle and enhancing recovery after injury 1:06:07 - Is creatine effective without exercise? 1:08:23 - Why creatine might improve male fertility 1:10:19 - Is it safe for children? 1:13:43 - Creatine supplementation during pregnancy 1:15:15 - Could creatine boost motor skills in kids? 1:15:55 - Creatine monohydrate vs. the rest 1:20:37 - How to avoid digestive issues with creatine supplementation 1:23:18 - Does timing matter—and should you cycle it? 1:24:54 - Should you take creatine every day—or only workout days? 1:25:39 - Why caffeine might blunt the effects 1:28:43 - Does creatine increase body fat—or is that a myth? 1:29:30 - Preventing cramps (the hydration myth) 1:30:55 - Why creatine won’t damage your kidneys 1:33:21 - Why creatine is linked (wrongly?) to baldness 1:36:44 - Debunking myths—sleep, cancer, urination 1:40:01 - How creatine affects homocysteine levels 1:42:54 - Creatine and protein—the ideal post-workout pair? 1:45:48 - How to pick the best creatine supplement 1:48:08 - What to know about micronized creatine

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On this day in 1991, a single U.S. senator walked into the heart of a collapsing African dictatorship — and quietly set in motion one of the most breathtaking Jewish rescues since the Exodus. While the world watched Ethiopia’s brutal civil war and the worst famine in its history devour lives by the hundreds of thousands, Israel was already executing a shadow war of its own. In the early 1980s, Mossad agents had turned an abandoned Sudanese beach resort — the Arous Holiday Village on the Red Sea — into an elaborate cover. By day they poured cocktails for European scuba tourists. By night they smuggled desperate Ethiopian Jews (the Beta Israel) out of refugee camps, loading groups of 100–150 onto small boats that met Israeli Navy vessels in international waters. They faced Sudanese patrols, armed soldiers on the beach, and the constant risk of exposure in an enemy country. One night, four Mossad operatives were surrounded by 20 armed guards just as refugees were about to board. An agent bluffed furiously about “defenseless tourists on a night dive.” The confused soldiers backed off. The operation — codenamed “Brothers” — saved roughly 6,000 souls before it was compromised. That daring groundwork paved the way for Operations Moses and Joshua in 1984–85, which airlifted another 10,000 Ethiopian Jews to Israel under the noses of Sudanese authorities. But the greatest chapter was still to come. On April 26, 1991, President George H.W. Bush’s special emissary, Senator Rudy Boschwitz, arrived in Addis Ababa amid chaos. Mengistu Haile Mariam’s regime was collapsing. Rebel forces were closing in. Thousands of Ethiopian Jews were trapped in the capital, facing massacre or starvation. Boschwitz’s quiet diplomacy, delivered under intense time pressure as the regime crumbled, unlocked the gates. Followed swiftly by President Bush’s direct letter on May 22 to Acting President Tesfaye Gebre-Kidan, the pressure worked. On May 24, the emergency airlift began at 7 a.m. Washington time. In just 36 hours, 35 Israeli aircraft (including jumbo jets stripped of seats) flew 14,325 Ethiopian Jews to safety in non-stop sorties — the largest single-day aliyah operation in history. Prime Minister Yitzhak Shamir personally called Bush to thank him. No other nation on Earth could have — or would have — mounted such an operation for its distant brethren. Because when Jews have sovereignty, we don’t wait for permission. We don’t beg for rescue. We act. We bring our people home.

Captain Allen

27,299 görüntüleme • 2 ay önce

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Mario Nawfal

2,150,122 görüntüleme • 1 yıl önce

BREAKING: Berkshire Hathaway just filed its first 13F after Warren Buffett stepped down as CEO. Wall Street spent a decade asking what happens to Berkshire when Buffett is gone. We just got the answer: On May 15, the first 13F of the Greg Abel era hit the SEC. Abel took over from Buffett on January 1, 2026. This filing covers his first full quarter in the chair. It is the most aggressive structural rebalance Berkshire has run in years. And almost nobody is reading it correctly. Here is what the filing actually shows: Berkshire trimmed its portfolio from 40 positions down to 26 in 90 days. 16 stocks fully exited. Amazon, gone. UnitedHealth, gone. Domino's Pizza, gone. Chevron cut by 35%, roughly $8 billion sold at peak energy prices. Visa, Mastercard, and Aon all sharply reduced. Then on the other side of the book: Alphabet position increased 224%. From about 18 million shares to nearly 58 million. The stake is now worth roughly $23 billion. One of Berkshire's seven largest equity holdings. A new $2.65 billion position in Delta Air Lines. Berkshire's first airline holding since they sold the entire sector in April 2020. Total stock sales for the quarter: $24 billion. Total stock purchases: $16 billion. Net selling: $8 billion. And the cash pile? $397.4 billion as of March 31. A new all-time record. Read those numbers again. This is not a passive handoff. This is a CEO clearing the decks and concentrating capital in a small number of high-conviction names while sitting on the biggest cash position in corporate history. Now here is the part the financial media is missing. Everyone is treating this like a referendum on Greg Abel's personality. "Is he as good as Buffett." "Will he be too cautious." "Does he have the killer instinct." Wrong question. The right question is why the system kept executing in exactly the way Buffett would have run it. Because that is what actually happened here. Concentrate in dominant businesses you understand. Check. Buy when valuations get attractive. Check. Alphabet was trading at a forward P/E in the teens when Abel was loading up. Sell when valuations get rich. Check. Chevron got cut at a peak. Visa and Mastercard got trimmed at all-time highs. Hold cash when nothing else qualifies. Check. $397 billion. This is not Greg Abel inventing a new philosophy. This is the Berkshire operating system continuing to run, the way it was designed to run, after the founder stepped away. That distinction matters more than anything else in this filing. Here is why. For 60 years, retail investors have tried to "follow Buffett." They scan the 13Fs the day they drop. They buy what he bought. They hold what he held. They sell when the headlines say he sold. And they almost always underperform. Because following Buffett the person was never the strategy. The strategy was Buffett the system. The patience to hold cash for years when nothing was cheap. The discipline to concentrate when something finally was. The structural willingness to look wrong for long stretches because the math eventually wins. Most retail investors have none of that. They have a phone, a brokerage app, a Twitter feed, and an attention span measured in headlines. They buy when Buffett buys. Then they sell three weeks later when the position is down 8% because they panicked. That is not following Buffett. That is using Buffett's name as a permission slip to make emotional decisions. The Q1 filing makes this point in a way no Berkshire annual letter ever could. The man is gone. The trades still look like Buffett trades. Because the system was the asset all along. The system was the moat. Now look at the Alphabet decision specifically. This is the part that should stop you. Alphabet generated $64.4 billion in free cash flow over the last 12 months. Google Cloud revenue grew 63% year over year in Q1 2026. Operating income from cloud tripled to $6.6 billion. The company is sitting on a near-monopoly in search, a top-two cloud platform, the best AI research lab in the world, and a balance sheet that prints money. And it was trading at a discount to the S&P 500 multiple when Abel was buying. That is not a hard call. It is the easiest call a value-oriented institutional buyer can make. But it requires you to ignore the entire narrative that Wall Street had been running for six months. The narrative was that AI was eating Google search. That ChatGPT was a Google killer. That the search monopoly was structurally broken. Retail investors bought that narrative and sold Alphabet at the lows. Abel ran the math and bought 40 million shares. Same company. Same fundamentals. Two completely different decisions, because one was driven by data and one was driven by narrative. The Alphabet position is already up 38% since the end of Q1. Six weeks of gains. Roughly $8 billion of paper profit in 42 trading days. That is what systems do. They do not predict the future. They wait for asymmetric setups, take large positions when the math says to, and let time do the work. Now the $397 billion cash position. This is the number that confuses retail the most. Why would the largest holding company in America be sitting on $400 billion in cash while the S&P sits at record highs? Because cash is not a position. Cash is optionality. Cash is the ability to act when everyone else is forced to sell. In 2008, Buffett had cash when Goldman Sachs and General Electric needed capital. He cut deals at terms no retail investor could ever access. In 2020, Buffett had cash when the COVID crash hit. He took advantage. Greg Abel is doing the same thing. He is loading the rifle. He does not know when he will get to fire it. He knows that having it ready is what separates Berkshire from every fund that has to be fully invested all the time. Most retail investors cannot do this. They look at $397 billion in cash and see "missed opportunity cost." They think holding cash is the same as losing money to inflation. It is not. Cash held by a disciplined system is a weapon waiting for the right target. Cash held by an emotional investor is a temptation that gets spent on the next hot trade. Same dollar. Two completely different outcomes. Here is the lesson the entire financial press is missing this week. Berkshire is not interesting because Greg Abel is a genius. Berkshire is interesting because it is the rare proof point that an investment process can survive its founder. The most important investor of the last 60 years is gone. The portfolio still looks like a Buffett portfolio. Because the rules were the asset. The personality was the wrapper. Most retail investors got the wrapper and missed the asset. They watched the documentaries. They read the books. They went to the Omaha meeting. They bought the personality. They never built the system. That is why they keep losing to the market over 20 year holding periods, while a holding company with the same playbook for six decades keeps quietly compounding. The question is whether you spend the next 20 years doing the same thing. Or whether you finally build a system that runs without you. Most retail investors will never have $397 billion in cash to deploy. But every retail investor can build the same kind of structural discipline Berkshire just demonstrated. Rules that execute regardless of headlines. Rules that buy when the math says to buy. Rules that hold when nothing qualifies. Rules that do not need a famous founder to run. That is exactly why Surmount exists. Automated, rules-based strategies that execute the same way every single trading day. No panic selling. No FOMO buying. No "what would Buffett do" guessing. Just systematic execution built on the same principle that just kept Berkshire running without its founder: The system is the asset:

Logan Weaver

20,503 görüntüleme • 2 ay önce