Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

Back in 2000, during the dot-com crash, $AMZN fell from $113 to just $6 per share. Despite the collapse, every business metric kept improving. The company was getting stronger even as the stock got crushed. That’s what happens in bubbles — fundamentals disconnect from prices. History repeats. If the... show more

Daniel

23,918 subscribers

352,613 views • 9 months ago •via X (Twitter)

Education News & Politics Finance

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

$HIMS has now dropped to $29. Every time the stock price dips, I’m reminded of how Jeff Bezos perfectly explained Amazon’s stock movement: 🔹️ The stock is not the company, and the company is not the stock. 🔹️ Amazon’s stock once fell from $113 to $6. 🔹️ Yet, every single aspect of the business was improving. 🔹️ Even as the stock price moved in the wrong direction, everything inside the company was moving the right way. Know what you hold.

$HIMS has now dropped to $29. Every time the stock price dips, I’m reminded of how Jeff Bezos perfectly explained Amazon’s stock movement: 🔹️ The stock is not the company, and the company is not the stock. 🔹️ Amazon’s stock once fell from $113 to $6. 🔹️ Yet, every single aspect of the business was improving. 🔹️ Even as the stock price moved in the wrong direction, everything inside the company was moving the right way. Know what you hold.

mon

212,027 views • 1 year ago

If you invest $1,000 in a stock, you can lose $1,000. But if you’re right, you can make $5,000, $10,000, or $20,000. In the stock market, you don’t need to be right all the time to win. What matters is this: when you find a solid company, don’t panic sell when the stock crashes. If possible, buy more — and most importantly, don’t sell. Selling great companies too early is a terrible mistake. 90% of success in the stock market is patience and the ability to not panic. Most of the time, you don’t need to do anything. Just wait

If you invest $1,000 in a stock, you can lose $1,000. But if you’re right, you can make $5,000, $10,000, or $20,000. In the stock market, you don’t need to be right all the time to win. What matters is this: when you find a solid company, don’t panic sell when the stock crashes. If possible, buy more — and most importantly, don’t sell. Selling great companies too early is a terrible mistake. 90% of success in the stock market is patience and the ability to not panic. Most of the time, you don’t need to do anything. Just wait

Daniel

365,258 views • 5 months ago

In this video, I explain What is a stock? What is the stock market? How do investors make money? Why do companies invite people to take part ownership of their companies as shareholders? Who is a stockbroker? How do you create a stock investing account? How do you buy a stock? Common mistakes beginners to the stock market make and how to avoid them All in 8 minutes 30s This video be worth its weight in gold for those who don’t know anything about the stock market and want to know what’s it’s all about and how to get started.

In this video, I explain What is a stock? What is the stock market? How do investors make money? Why do companies invite people to take part ownership of their companies as shareholders? Who is a stockbroker? How do you create a stock investing account? How do you buy a stock? Common mistakes beginners to the stock market make and how to avoid them All in 8 minutes 30s This video be worth its weight in gold for those who don’t know anything about the stock market and want to know what’s it’s all about and how to get started.

Judah MD

18,554 views • 2 months ago

🚨 THE STOCK MARKET IS SITTING AT THE MOST OVERVALUED LEVEL IN HISTORY. Stocks haven't even started selling yet. $BTC is already down 50% from its all-time high. This drop happened WITHOUT a stock market crash. What happens to crypto when the S&P actually rolls over?

🚨 THE STOCK MARKET IS SITTING AT THE MOST OVERVALUED LEVEL IN HISTORY. Stocks haven't even started selling yet. $BTC is already down 50% from its all-time high. This drop happened WITHOUT a stock market crash. What happens to crypto when the S&P actually rolls over?

Crypto Rover

139,632 views • 2 months ago

🇺🇸 SOMETHING INSANELY BAD IS GOING TO HAPPEN TO THE U.S. STOCK MARKET. According to an old Wall Street market cycle paper, the S&P-500 is currently in the Euphoria stage. What comes next is an insane market crash below $2,000. If that happens, it will be worse then what we saw in 2008 and the dot-com crash in 2000. It will be written down in history books as the worst market crash. Most people are over-leveraged and not prepared for this. Regardless of what happens, always expect the worst. Stay prepared.

🇺🇸 SOMETHING INSANELY BAD IS GOING TO HAPPEN TO THE U.S. STOCK MARKET. According to an old Wall Street market cycle paper, the S&P-500 is currently in the Euphoria stage. What comes next is an insane market crash below $2,000. If that happens, it will be worse then what we saw in 2008 and the dot-com crash in 2000. It will be written down in history books as the worst market crash. Most people are over-leveraged and not prepared for this. Regardless of what happens, always expect the worst. Stay prepared.

Coinvo Trading

81,642 views • 2 months ago

Jeff Bezos explains the stock-is-not-company rule behind Amazon's $113 to $6 collapse. "Our stock peaked somewhere around $113." "Then after the internet bubble busted open, our stock went down to $6." "It went from $113 to $6 in less than a year." "My annual shareholder letter that year starts with a one word sentence." "Ouch." Then Bezos gives the rule most operators forget in a crash: "The stock is not the company, and the company is not the stock." While the outside price was collapsing, he was watching the inside machine: "Number of customers." "Profit per unit." "Defects." "Every single thing about the business was getting better and fast." The useful idea: do not let the market's scoreboard replace your operating dashboard. A price can scream panic while the business is quietly getting healthier. - Jeff Bezos (Jeff Bezos) on Bloomberg's The David Rubenstein Show

Jeff Bezos explains the stock-is-not-company rule behind Amazon's $113 to $6 collapse. "Our stock peaked somewhere around $113." "Then after the internet bubble busted open, our stock went down to $6." "It went from $113 to $6 in less than a year." "My annual shareholder letter that year starts with a one word sentence." "Ouch." Then Bezos gives the rule most operators forget in a crash: "The stock is not the company, and the company is not the stock." While the outside price was collapsing, he was watching the inside machine: "Number of customers." "Profit per unit." "Defects." "Every single thing about the business was getting better and fast." The useful idea: do not let the market's scoreboard replace your operating dashboard. A price can scream panic while the business is quietly getting healthier. - Jeff Bezos (Jeff Bezos) on Bloomberg's The David Rubenstein Show

andrew engler

1,337,849 views • 1 month ago

Biden: "Trump likes to call himself pro-business. We all know Trump is a failed businessman ... including bankrupting a casino in Atlantic City, which is pretty hard to do. How is that possible? I thought the house always won. Trump wasn't only a loser in 2020. He's a loser in everything he does ... remember when Trump told them if I got elected the stock market would crash? ... if he meant the stock market would crash through record highs, he was actually right ... it must be irritating for the guy to turn to Fox News and hear the Biden-Harris stock market is stronger than ever in history."

Biden: "Trump likes to call himself pro-business. We all know Trump is a failed businessman ... including bankrupting a casino in Atlantic City, which is pretty hard to do. How is that possible? I thought the house always won. Trump wasn't only a loser in 2020. He's a loser in everything he does ... remember when Trump told them if I got elected the stock market would crash? ... if he meant the stock market would crash through record highs, he was actually right ... it must be irritating for the guy to turn to Fox News and hear the Biden-Harris stock market is stronger than ever in history."

Aaron Rupar

1,067,389 views • 1 year ago

.Bill Ackman discussed why he believed $GOOGL (Alphabet) was undervalued and overlooked in his February 2024 interview with Lex Fridman. During the conversation, Ackman explained that concerns over Google's competitive position in AI caused the market to overreact, pushing down the stock price and creating a compelling buying opportunity. He argued that Google's AI capabilities were possibly stronger than what the market perceived, and the stock was trading at a valuation not seen in over a decade, making it a rare opportunity among the largest tech companies. $GOOGL up over 130% since this interview and nearing a $4T market cap taking some market share away from $NVDA as $META looking to buy their TPUs

.Bill Ackman discussed why he believed $GOOGL (Alphabet) was undervalued and overlooked in his February 2024 interview with Lex Fridman. During the conversation, Ackman explained that concerns over Google's competitive position in AI caused the market to overreact, pushing down the stock price and creating a compelling buying opportunity. He argued that Google's AI capabilities were possibly stronger than what the market perceived, and the stock was trading at a valuation not seen in over a decade, making it a rare opportunity among the largest tech companies. $GOOGL up over 130% since this interview and nearing a $4T market cap taking some market share away from $NVDA as $META looking to buy their TPUs

Ted Zhang

185,116 views • 8 months ago

Josh Brown on the lost decade for the stock market: "You could've bought the SPY in 2000 and not seen a single dollar of gain until the end of 2009. Two of the worst recessions the country has ever seen happened back to back. And during that time, I just kept buying."

Josh Brown on the lost decade for the stock market: "You could've bought the SPY in 2000 and not seen a single dollar of gain until the end of 2009. Two of the worst recessions the country has ever seen happened back to back. And during that time, I just kept buying."

Basis Points

712,692 views • 4 months ago

When Adam’s stock price dropped by 92% he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion: “If no one's going to buy our shares why don't we just start buying our own shares? The company at the bottom was worth $3.8 billion. And we were generating over a billion dollars of EBITDA. Well in theory we could buy back 20% of the shares of the company just in the next year if we really believed in the path we were on. So we kicked that off. But we did it a little bit differently than what most companies do. Most companies go out and say I'm going to buy shares from the public markets and just take shares back. But you don't know who's on the other side of that trade. On the other hand we knew that we had a cap table where about 50% of the shares were going to sell at some point over the coming years. We had private equity investors that owned roughly 50% of the shares of the company alongside some other founders that were no longer there. So instead of going to the public we went to the shareholders that we knew were going to sell and got them to agree to sell back to us over time. And so for the following 18 months we ended up deploying around $6 billion of buybacks using our own capital and we leveraged some to buy back shares in the company. And over time that ended up creating somewhere in the neighborhood of $50 to $60 billion of actual proceeds from the buyback. It was one of the most successful buybacks in the history of companies.”

When Adam’s stock price dropped by 92% he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion: “If no one's going to buy our shares why don't we just start buying our own shares? The company at the bottom was worth $3.8 billion. And we were generating over a billion dollars of EBITDA. Well in theory we could buy back 20% of the shares of the company just in the next year if we really believed in the path we were on. So we kicked that off. But we did it a little bit differently than what most companies do. Most companies go out and say I'm going to buy shares from the public markets and just take shares back. But you don't know who's on the other side of that trade. On the other hand we knew that we had a cap table where about 50% of the shares were going to sell at some point over the coming years. We had private equity investors that owned roughly 50% of the shares of the company alongside some other founders that were no longer there. So instead of going to the public we went to the shareholders that we knew were going to sell and got them to agree to sell back to us over time. And so for the following 18 months we ended up deploying around $6 billion of buybacks using our own capital and we leveraged some to buy back shares in the company. And over time that ended up creating somewhere in the neighborhood of $50 to $60 billion of actual proceeds from the buyback. It was one of the most successful buybacks in the history of companies.”

David Senra

154,426 views • 1 month ago

When Adam’s stock price dropped by 92% he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion: “If no one's going to buy our shares why don't we just start buying our own shares? The company at the bottom was worth $3.8 billion. And we were generating over a billion dollars of EBITDA. Well in theory we could buy back 20% of the shares of the company just in the next year if we really believed in the path we were on. So we kicked that off. But we did it a little bit differently than what most companies do. Most companies go out and say I'm going to buy shares from the public markets and just take shares back. But you don't know who's on the other side of that trade. On the other hand we knew that we had a cap table where about 50% of the shares were going to sell at some point over the coming years. We had private equity investors that owned roughly 50% of the shares of the company alongside some other founders that were no longer there. So instead of going to the public we went to the shareholders that we knew were going to sell and got them to agree to sell back to us over time. And so for the following 18 months we ended up deploying around $6 billion of buybacks using our own capital and we leveraged some to buy back shares in the company. And over time that ended up creating somewhere in the neighborhood of $50 to $60 billion of actual proceeds from the buyback. It was one of the most successful buybacks in the history of companies.”

When Adam’s stock price dropped by 92% he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion: “If no one's going to buy our shares why don't we just start buying our own shares? The company at the bottom was worth $3.8 billion. And we were generating over a billion dollars of EBITDA. Well in theory we could buy back 20% of the shares of the company just in the next year if we really believed in the path we were on. So we kicked that off. But we did it a little bit differently than what most companies do. Most companies go out and say I'm going to buy shares from the public markets and just take shares back. But you don't know who's on the other side of that trade. On the other hand we knew that we had a cap table where about 50% of the shares were going to sell at some point over the coming years. We had private equity investors that owned roughly 50% of the shares of the company alongside some other founders that were no longer there. So instead of going to the public we went to the shareholders that we knew were going to sell and got them to agree to sell back to us over time. And so for the following 18 months we ended up deploying around $6 billion of buybacks using our own capital and we leveraged some to buy back shares in the company. And over time that ended up creating somewhere in the neighborhood of $50 to $60 billion of actual proceeds from the buyback. It was one of the most successful buybacks in the history of companies.”

David Senra

518,747 views • 3 months ago

🚨Once again, I see a lot of people losing patience and complaining about the price💰of $ICP ♾ Does this ring a bell $ICP Fam?🔔 I can spot a lot of similarities between Amazon during the Dot-com crash and $ICP. As Jeff Bezos mentioned: "That whole period is very interesting because the stock is not the company and the company is not the stock. So as I watched the stock fall📉from a $113 to $6 I was also watching all of our internal business metrics. Every single thing about the business was getting better and fast⚡️So as the price of the stock was going the wrong way📉everything inside the company was going the right way📈 Once again, as a data analyst, I am solely focused on data, charts, metrics & indicators📊

🚨Once again, I see a lot of people losing patience and complaining about the price💰of $ICP ♾ Does this ring a bell $ICP Fam?🔔 I can spot a lot of similarities between Amazon during the Dot-com crash and $ICP. As Jeff Bezos mentioned: "That whole period is very interesting because the stock is not the company and the company is not the stock. So as I watched the stock fall📉from a $113 to $6 I was also watching all of our internal business metrics. Every single thing about the business was getting better and fast⚡️So as the price of the stock was going the wrong way📉everything inside the company was going the right way📈 Once again, as a data analyst, I am solely focused on data, charts, metrics & indicators📊

HERO

20,496 views • 1 year ago

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Jack

361,538 views • 2 months ago

$This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.$

This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.

Ricardo

1,814,969 views • 6 months ago

After the 2000 dot-com boom, Amazon’s stock had fallen significantly even as the business was stronger than ever. Every metric was improving. Jeff Bezos put it simply: “The stock is not the company, and the company is not the stock.” That lesson resonates. At Metaplanet, our fundamentals have never been stronger: – Q3 Bitcoin Income revenue: ¥2.44B (+115.7% QoQ) – 4th largest corporate bitcoin balance: 30,823 BTC (~$3.7B) – Q3 operating profit (+88% vs forecast) – Balance sheet virtually debt-free (<1% leverage) – Clear path to preferred shares And yet, our stock has fallen significantly. It’s painful for our team, shareholders, and for me personally. But as with Amazon, fundamentals and share price often diverge — sometimes for months, sometimes longer. Bitcoin itself has endured numerous 70–80% drawdowns while fundamentals irreversibly strengthened. I feel the same about us today. Our mandate is clear: execute relentlessly. Build revenue. Accumulate bitcoin. Strengthen this company for the long term. We remain laser-focused on securing the future with bitcoin.

After the 2000 dot-com boom, Amazon’s stock had fallen significantly even as the business was stronger than ever. Every metric was improving. Jeff Bezos put it simply: “The stock is not the company, and the company is not the stock.” That lesson resonates. At Metaplanet, our fundamentals have never been stronger: – Q3 Bitcoin Income revenue: ¥2.44B (+115.7% QoQ) – 4th largest corporate bitcoin balance: 30,823 BTC (~$3.7B) – Q3 operating profit (+88% vs forecast) – Balance sheet virtually debt-free (<1% leverage) – Clear path to preferred shares And yet, our stock has fallen significantly. It’s painful for our team, shareholders, and for me personally. But as with Amazon, fundamentals and share price often diverge — sometimes for months, sometimes longer. Bitcoin itself has endured numerous 70–80% drawdowns while fundamentals irreversibly strengthened. I feel the same about us today. Our mandate is clear: execute relentlessly. Build revenue. Accumulate bitcoin. Strengthen this company for the long term. We remain laser-focused on securing the future with bitcoin.

Simon Gerovich

607,936 views • 10 months ago

In all the previous bear markets, every time $BTC went below the weekly 200 EMA, you would’ve got a killer entry for the next bullrun. It happened during the 2019 bear market, the Covid crash, and the FTX collapse, And now we’ve just had 3 weekly wicks below it. If you’re a long term investor, we’re getting to the point where you gotta start paying attention to the market:

In all the previous bear markets, every time $BTC went below the weekly 200 EMA, you would’ve got a killer entry for the next bullrun. It happened during the 2019 bear market, the Covid crash, and the FTX collapse, And now we’ve just had 3 weekly wicks below it. If you’re a long term investor, we’re getting to the point where you gotta start paying attention to the market:

Crypto Dan

21,822 views • 5 months ago

🩸 THE BIGGEST BITCOIN TREASURY ON EARTH IS UNWINDING IN REAL TIME. Strategy is down 84% from its high. Tens of billions in market value gone. Its preferred stock $STRC was built to hold a $100 peg. It just broke to $75. Here is why this matters to all of Bitcoin. $MSTR did not just buy Bitcoin. It borrowed to buy Bitcoin. That structure is a rocket when price rises. And a trap when price falls. bitcoin:native is down 52% and the trap is closing. This is the leverage washing out of the entire market.

🩸 THE BIGGEST BITCOIN TREASURY ON EARTH IS UNWINDING IN REAL TIME. Strategy is down 84% from its high. Tens of billions in market value gone. Its preferred stock $STRC was built to hold a $100 peg. It just broke to $75. Here is why this matters to all of Bitcoin. $MSTR did not just buy Bitcoin. It borrowed to buy Bitcoin. That structure is a rocket when price rises. And a trap when price falls. bitcoin:native is down 52% and the trap is closing. This is the leverage washing out of the entire market.

Mister Crypto

16,950 views • 1 month ago

Ireland’s stock exchange has shrunk dramatically from around 100 listed companies in the 1990s to just 24 today. Tax and regulatory policies, including deemed disposal, have made listing and investing in Ireland far less attractive. The result? A market that no longer serves as a strong scaling platform for Irish SMEs. If we want the next generation of Irish multinationals to grow and compete globally, we need meaningful reform to rebuild our public markets. And when Irish companies succeed, Irish investors should share in that success. 🎙 Full episode: #Reform #StockExchange #Ireland

Ireland’s stock exchange has shrunk dramatically from around 100 listed companies in the 1990s to just 24 today. Tax and regulatory policies, including deemed disposal, have made listing and investing in Ireland far less attractive. The result? A market that no longer serves as a strong scaling platform for Irish SMEs. If we want the next generation of Irish multinationals to grow and compete globally, we need meaningful reform to rebuild our public markets. And when Irish companies succeed, Irish investors should share in that success. 🎙 Full episode: #Reform #StockExchange #Ireland

Pierce Dargan

12,076 views • 6 months ago

Four families from Boston sold their businesses and trusted 25-year-old Seth Klarman with $27 million, and he turned it into one of the most respected investment firms in the world. In this interview Klarman explains how he finds undervalued companies, why it's crucial to buy with a large margin of safety, how to avoid the market's mistakes, and the key lessons from decades of investing. "Margin of safety. buy with enough of a cushion to survive your own mistakes and the worst-case scenarios" "You never know that you're at the start of a long bull market. all you feel is that the market hasn't moved in a long time and everyone is skeptical" "I've always loved solving puzzles. the stock market is one giant puzzle" bookmark & watch the full conversation ↓

Four families from Boston sold their businesses and trusted 25-year-old Seth Klarman with $27 million, and he turned it into one of the most respected investment firms in the world. In this interview Klarman explains how he finds undervalued companies, why it's crucial to buy with a large margin of safety, how to avoid the market's mistakes, and the key lessons from decades of investing. "Margin of safety. buy with enough of a cushion to survive your own mistakes and the worst-case scenarios" "You never know that you're at the start of a long bull market. all you feel is that the market hasn't moved in a long time and everyone is skeptical" "I've always loved solving puzzles. the stock market is one giant puzzle" bookmark & watch the full conversation ↓

Damir Akaza

29,908 views • 1 month ago

Jeff Bezos just explained the “AI bubble” better than anyone. At Italian Tech Week 2025, Bezos didn’t deny the hype, he embraced it. “Yes, there’s a bubble. But AI is real and it’s going to transform every single industry.” He called it an industrial bubble, not a financial one. That’s a crucial difference: •A financial bubble (like 2008) destroys value and leaves nothing behind. •An industrial bubble (like AI, the internet, or fiber optics) creates massive value, even if investors get crushed. “Even when those companies went bankrupt, the fiber stayed in the ground. Society got the infrastructure. That’s what we’ll see with AI.” Bezos says right now we’re in the “chaotic, beautiful” phase of overfunding, where every wild idea gets money. Investors can’t tell the good ideas from the bad ones. But that’s exactly how big shifts happen. He compared it to Amazon’s early days: “Our stock went from $113 to $6, while every internal metric improved. The market and the reality had completely diverged.” His point: bubbles distort prices, not progress. AI valuations might crash, but the technology won’t. “This is not a mirage. This is a horizontal technology, like electricity and it will touch everything.” Bezos isn’t predicting an apocalypse. He’s predicting a reset, where the hype burns off, and the real builders remain. AI isn’t a bubble, it’s a boom disguised as one.

Jeff Bezos just explained the “AI bubble” better than anyone. At Italian Tech Week 2025, Bezos didn’t deny the hype, he embraced it. “Yes, there’s a bubble. But AI is real and it’s going to transform every single industry.” He called it an industrial bubble, not a financial one. That’s a crucial difference: •A financial bubble (like 2008) destroys value and leaves nothing behind. •An industrial bubble (like AI, the internet, or fiber optics) creates massive value, even if investors get crushed. “Even when those companies went bankrupt, the fiber stayed in the ground. Society got the infrastructure. That’s what we’ll see with AI.” Bezos says right now we’re in the “chaotic, beautiful” phase of overfunding, where every wild idea gets money. Investors can’t tell the good ideas from the bad ones. But that’s exactly how big shifts happen. He compared it to Amazon’s early days: “Our stock went from $113 to $6, while every internal metric improved. The market and the reality had completely diverged.” His point: bubbles distort prices, not progress. AI valuations might crash, but the technology won’t. “This is not a mirage. This is a horizontal technology, like electricity and it will touch everything.” Bezos isn’t predicting an apocalypse. He’s predicting a reset, where the hype burns off, and the real builders remain. AI isn’t a bubble, it’s a boom disguised as one.

VraserX e/acc

630,193 views • 9 months ago