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$CDB UPDATE 🚀 全国企業データベース☁ MASSIVE update video that changes everything about this project 👇 ✅ CONFIRMED BY TEAM: • 1,745 ACTIVE paying contracts • $511K monthly revenue CONFIRMED • July 20th = $CDB-ONLY payments begin 🔥 THE MATH: $511K monthly buying pressure on $2M market cap = 25% of...

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The Wisemen Alpha

5,873 subscribers

26,617 次观看 • 1 年前 •via X (Twitter)

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11 条评论

The Wisemen Alpha 的头像
The Wisemen Alpha1 年前

join the Wisemen FREE Telegram for more Alpha

The Crypto Digest 的头像
The Crypto Digest1 年前

🚀Get the top YouTube crypto influencers summarized and delivered straight to your inbox. No more searching—just the best insights, powered by AI. 📊 🔓 Subscribe now for exclusive weekly updates and elevate your crypto game! 🚀 👉

mommy milkers 的头像
mommy milkers1 年前

@comprdata Imagine hearing this and fading $CDB is a pure sender. First of it's kind ngl. I'm huge on firsts

Nobody 🎭 ᯅ 的头像
Nobody 🎭 ᯅ1 年前

@comprdata Send $CDB 100M+ 🚀🔥

EBK Mentor 的头像
EBK Mentor1 年前

@comprdata Bullish $CDB

God first 的头像
God first1 年前

@comprdata Most people are missing the real alpha here 👇 These aren’t retail users. These are corporations. And they’re not just using $CDB — they’re buying it as a strategic asset.

jonwaynejr 的头像
jonwaynejr1 年前

@comprdata I might not sell any this year Holy shit

Wildster ᯅ 的头像
Wildster ᯅ1 年前

@comprdata Wisemen Alpha with the Alpha of Alphas! $CDB!

Shinjiro 的头像
Shinjiro1 年前

@comprdata $CDB exceeded my expectations! @cdbjapan Investing in #Zenkoku means investing in a giant corporation! Bullish! 💎🤝🏼 9wpLm21ab8ZMVJWH3pHeqgqNJqWos73G8qDRfaEwtray

shoob 的头像
shoob1 年前

@comprdata $CDB IS primed, never been so lucky to be early

Pauly 的头像
Pauly1 年前

@comprdata $cdb what i was telling u about before broski @tantraxyz

相关视频

🧵Why Pro Sports is proving $ZENKO is the token brands already buy (and why that changes everything). On Friday, our first professional sports team customer launched "Buy a Home Shirt, Feed a Child" powered by Zenkō Protocol. Every shirt sold = 1 meal to a child in food poverty. On-chain proof. Zero charity guilt. Just automatic good. ( But here's what #crypto misses: this isn't a #Web3 story. This is a real-world revenue story. 🔥 THE NUMBERS THAT MATTER: If every UK professional club (92 total) adopted this model: • 22M match tickets annually = 22M meals • 15M shirt sales = 15M meals • 2.3M season tickets = 11.5M meals • Total: 53.5M meals per year That's not hopium. That's £50M+ in annual buy pressure from football fans who've never heard of crypto. From one sport in one country. ⚡ WHY THIS IS DIFFERENT: Most tokens need you to convince degens to buy. $ZENKO? Brands are already buying it. HP, Lenovo, Google, Mastercard → all using Zenko in live campaigns. Every webinar attended, every shirt bought, every step walked triggers market buys of $ZENKO. This is native demand from outside Web3. Not speculation. Not hype. Pure utility. 🌍 BEYOND FOOTBALL, BEYOND UK: • US sports market: $80B annually • Global sports: $500B+ • Every ticket, shirt, concession = potential buy pressure • Add: concerts, conferences, retail, education We're not building for 92 UK clubs. We're building for every engagement economy globally. 📈 THE FLYWHEEL NO ONE SEES: Club sells shirt → $ZENKO bought automatically Child gets meal → Impact verified on-chain Fan shares proof → More fans buy shirts More shirts sold → More $ZENKO bought Repeat across every sport, every country, every brand This is what happens when you stop building for Crypto Twitter and start building for the 99% who don't know they're using crypto. And for this interested to know, all of this is happening on #Apechain, powered by ApeCoin. 💎 BOTTOM LINE: While other tokens pump on narratives, $ZENKO pumps on real world marketing budgets. Football fans buying shirts don't care about #DeFi. They care about feeding kids. But every purchase = buy pressure = token value. You missed ##DePIN. Don't miss DeENGAGE. Token live on Solana (trading on ApeChain and CEXs soon): Read more -> Built on real revenue, not real vibes. #ZENKO #DeENGAGE #CryptoForGood #RealWorldUtility #FootballForGood #ImpactInvesting #SolanaEcosystem #BuyAShirtFeedAChild #Web3
1:38

🧵Why Pro Sports is proving $ZENKO is the token brands already buy (and why that changes everything). On Friday, our first professional sports team customer launched "Buy a Home Shirt, Feed a Child" powered by Zenkō Protocol. Every shirt sold = 1 meal to a child in food poverty. On-chain proof. Zero charity guilt. Just automatic good. ( But here's what #crypto misses: this isn't a #Web3 story. This is a real-world revenue story. 🔥 THE NUMBERS THAT MATTER: If every UK professional club (92 total) adopted this model: • 22M match tickets annually = 22M meals • 15M shirt sales = 15M meals • 2.3M season tickets = 11.5M meals • Total: 53.5M meals per year That's not hopium. That's £50M+ in annual buy pressure from football fans who've never heard of crypto. From one sport in one country. ⚡ WHY THIS IS DIFFERENT: Most tokens need you to convince degens to buy. $ZENKO? Brands are already buying it. HP, Lenovo, Google, Mastercard → all using Zenko in live campaigns. Every webinar attended, every shirt bought, every step walked triggers market buys of $ZENKO. This is native demand from outside Web3. Not speculation. Not hype. Pure utility. 🌍 BEYOND FOOTBALL, BEYOND UK: • US sports market: $80B annually • Global sports: $500B+ • Every ticket, shirt, concession = potential buy pressure • Add: concerts, conferences, retail, education We're not building for 92 UK clubs. We're building for every engagement economy globally. 📈 THE FLYWHEEL NO ONE SEES: Club sells shirt → $ZENKO bought automatically Child gets meal → Impact verified on-chain Fan shares proof → More fans buy shirts More shirts sold → More $ZENKO bought Repeat across every sport, every country, every brand This is what happens when you stop building for Crypto Twitter and start building for the 99% who don't know they're using crypto. And for this interested to know, all of this is happening on #Apechain, powered by ApeCoin. 💎 BOTTOM LINE: While other tokens pump on narratives, $ZENKO pumps on real world marketing budgets. Football fans buying shirts don't care about #DeFi. They care about feeding kids. But every purchase = buy pressure = token value. You missed ##DePIN. Don't miss DeENGAGE. Token live on Solana (trading on ApeChain and CEXs soon): Read more -> Built on real revenue, not real vibes. #ZENKO #DeENGAGE #CryptoForGood #RealWorldUtility #FootballForGood #ImpactInvesting #SolanaEcosystem #BuyAShirtFeedAChild #Web3

Zenkō Protocol

25,753 次观看 • 1 年前

Just dropped a deep dive on $ZDLT | Zirodelta after spending hours talking directly to the founder This dev in Bali has been building for over a year and just created something that's about to make billion-dollar protocols look outdated 👇 What he built: • First liquid market for funding rate derivatives • Advanced perp-perp arbitrage (not basic spot-perp) • NON-CUSTODIAL bot with 1% daily returns in beta • Synthetic PFRT/NFRT tokens for funding rate speculation The competition? • Ethena: $4B market cap, basic strategies • Hyperliquid: Multi-billion valuation • Binance/OKX bots: Limited functionality ZiroDelta market cap: $300K He's literally taking on the giants with superior technology. I think everyone's going to start copying this idea because it's that fucking good. Doxxed team with real backgrounds: LinkedIn: Dany Arkham - LinkedIn: Bagusmiftahrizqullah - Upcoming catalysts: ✅ Angel funding confirmed as early as the first 1st week of August ✅ Staking rewards launch (2-3 weeks) ✅ Monthly auctions (only 5 slots available) ✅ Official bot launch This is infrastructure-level innovation in a space dominated by billion-dollar companies, and right now it's flying completely under the radar. Full breakdown in the audio 🎧 $ZDLT | CA: 4PX31xRA1BaAyb2Js45ZKYp92VGWGp47yWeVs5CGVKbf Tier 2 at the moment but Tier 1is Pending 👀 #DeFi #FundingRates #ZiroDelta
7:06

Just dropped a deep dive on $ZDLT | Zirodelta after spending hours talking directly to the founder This dev in Bali has been building for over a year and just created something that's about to make billion-dollar protocols look outdated 👇 What he built: • First liquid market for funding rate derivatives • Advanced perp-perp arbitrage (not basic spot-perp) • NON-CUSTODIAL bot with 1% daily returns in beta • Synthetic PFRT/NFRT tokens for funding rate speculation The competition? • Ethena: $4B market cap, basic strategies • Hyperliquid: Multi-billion valuation • Binance/OKX bots: Limited functionality ZiroDelta market cap: $300K He's literally taking on the giants with superior technology. I think everyone's going to start copying this idea because it's that fucking good. Doxxed team with real backgrounds: LinkedIn: Dany Arkham - LinkedIn: Bagusmiftahrizqullah - Upcoming catalysts: ✅ Angel funding confirmed as early as the first 1st week of August ✅ Staking rewards launch (2-3 weeks) ✅ Monthly auctions (only 5 slots available) ✅ Official bot launch This is infrastructure-level innovation in a space dominated by billion-dollar companies, and right now it's flying completely under the radar. Full breakdown in the audio 🎧 $ZDLT | CA: 4PX31xRA1BaAyb2Js45ZKYp92VGWGp47yWeVs5CGVKbf Tier 2 at the moment but Tier 1is Pending 👀 #DeFi #FundingRates #ZiroDelta

The Wisemen

10,680 次观看 • 1 年前

FLOKI LAUNCHES TOKENFI (with "TOKEN" ticker) TO CAPITALIZE ON THE TRILLION-DOLLAR TOKENIZATION INDUSTRY Floki has launched a crypto and asset tokenization platform named TokenFi to capitalize on the trillion-dollar tokenization industry. The tokenization industry is projected to be a $16 trillion industry by the year 2030. BlackRock, the world's biggest institutional investor with $10 trillion of assets under management, strongly believes in the industry's potential, which they call "the next evolution in markets". TokenFi, with the ticker TOKEN, aims to simplify the crypto and asset tokenization process and eventually become the foremost tokenization platform in the world. We will unveil the platform website on the 27th of October, and you can finally see what we've got planned, but for now, you can find the token details below. TOKENFI TOKEN DETAILS: - Token name: TokenFi - Token Ticker: TOKEN - Total supply: 10 billion tokens split across BSC and ETH (5 billion tokens on each chain). - Launch market cap: $50,000 circulating and $500,000 diluted market cap. - Industry targeted: Tokenization, Real World Assets, Launchpad. An initial 10% token supply will be added to Liquidity Pools on Uniswap and PancakeSwap to provide public liquidity and allow interested parties to trade. TRADING WILL COMMENCE ON UNISWAP AND PANCAKESWAP BY 3PM UTC ON OCTOBER, 27 2023. - BSC contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 - ETH contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 (NOTE: The contract address is the same on both the BSC and ETH chains). FLOKI stakers will earn 56% of the supply over a period of 4 years. The Floki community is known for being diamond-handed, and with TokenFi being in an industry with MASSIVE potential, FLOKI holders are the best candidates to receive the majority of TokenFi tokens. Since they would be staking their FLOKI tokens to get the new token, this will also ensure stability for the FLOKI token! TokenFi supply will be split evenly between the BSC and ETH chains: In other words, there will be 5 billion tokens on BSC and 5 billion tokens on ETH, to make for a combined total of 10 billion tokens. 5% of the supply will be paired with LP on BSC and the other 5% on ETH. This will make the starting circulating market cap on BSC a $25k market cap and on ETH a $25k market cap to make a combined initial circulating market cap of $50k and an initial fully diluted market cap of $500k (which will be gradually released to FLOKI stakers over a four year period). IMPORTANT INFORMATION FOR THE FIRST HOUR OF LAUNCH We understand that with this being a Floki token, there is a lot of hype. As a result, we have put measures in place to limit the impact of snipers on the token: Specifically, there will be a 1% wallet cap (of total supply) within the first hour of launch. That means no individual wallet can buy more than 100 million tokens within the first hour of the token becoming tradable. In addition, there will be an initial buy/sell transaction tax of 20% within the first hour. This transaction tax will do two things: 1) potentially limit the impact of snipers and 2) ensure a significant portion of whatever snipers/early buyers spend goes to the Floki treasury, which can be used for growth and development efforts. After the first hour, the wallet cap will be removed, and the transaction tax will be lowered to 5%. This 5% tax will remain in place for a week, after which the Floki DAO will vote on whether or not to remove or reduce it. We have instructed our exchange partners not to list TokenFi until this DAO vote. OUR PLAN FOR TOKENFI TokenFi is a well-thought-out concept that we have a strong capability to deliver on! We will unveil our roadmap with the launch of the TokenFi website on the 27th of October, 2023. However, we assure you that several TokenFi products are in advanced development on testnet and are due to go live in Q4 2023. In addition, we are working with some of the biggest names in the industry - especially from an institutional perspective - to make TokenFi a success, and they are quite excited about the concept and its potential. In our original DAO proposal, we already announced DWF Labs as our main institutional partner and market maker for TokenFi. We also announced a strategic partnership with World Table Tennis that will introduce TokenFi to a massive audience of 120 million people. We will announce many more partners in the coming weeks and months, and I'm sure that when you see the moves we have made, you will see why there is no better person to execute this vision than Floki!
1:00

FLOKI LAUNCHES TOKENFI (with "TOKEN" ticker) TO CAPITALIZE ON THE TRILLION-DOLLAR TOKENIZATION INDUSTRY Floki has launched a crypto and asset tokenization platform named TokenFi to capitalize on the trillion-dollar tokenization industry. The tokenization industry is projected to be a $16 trillion industry by the year 2030. BlackRock, the world's biggest institutional investor with $10 trillion of assets under management, strongly believes in the industry's potential, which they call "the next evolution in markets". TokenFi, with the ticker TOKEN, aims to simplify the crypto and asset tokenization process and eventually become the foremost tokenization platform in the world. We will unveil the platform website on the 27th of October, and you can finally see what we've got planned, but for now, you can find the token details below. TOKENFI TOKEN DETAILS: - Token name: TokenFi - Token Ticker: TOKEN - Total supply: 10 billion tokens split across BSC and ETH (5 billion tokens on each chain). - Launch market cap: $50,000 circulating and $500,000 diluted market cap. - Industry targeted: Tokenization, Real World Assets, Launchpad. An initial 10% token supply will be added to Liquidity Pools on Uniswap and PancakeSwap to provide public liquidity and allow interested parties to trade. TRADING WILL COMMENCE ON UNISWAP AND PANCAKESWAP BY 3PM UTC ON OCTOBER, 27 2023. - BSC contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 - ETH contract address: 0x4507cEf57C46789eF8d1a19EA45f4216bae2B528 (NOTE: The contract address is the same on both the BSC and ETH chains). FLOKI stakers will earn 56% of the supply over a period of 4 years. The Floki community is known for being diamond-handed, and with TokenFi being in an industry with MASSIVE potential, FLOKI holders are the best candidates to receive the majority of TokenFi tokens. Since they would be staking their FLOKI tokens to get the new token, this will also ensure stability for the FLOKI token! TokenFi supply will be split evenly between the BSC and ETH chains: In other words, there will be 5 billion tokens on BSC and 5 billion tokens on ETH, to make for a combined total of 10 billion tokens. 5% of the supply will be paired with LP on BSC and the other 5% on ETH. This will make the starting circulating market cap on BSC a $25k market cap and on ETH a $25k market cap to make a combined initial circulating market cap of $50k and an initial fully diluted market cap of $500k (which will be gradually released to FLOKI stakers over a four year period). IMPORTANT INFORMATION FOR THE FIRST HOUR OF LAUNCH We understand that with this being a Floki token, there is a lot of hype. As a result, we have put measures in place to limit the impact of snipers on the token: Specifically, there will be a 1% wallet cap (of total supply) within the first hour of launch. That means no individual wallet can buy more than 100 million tokens within the first hour of the token becoming tradable. In addition, there will be an initial buy/sell transaction tax of 20% within the first hour. This transaction tax will do two things: 1) potentially limit the impact of snipers and 2) ensure a significant portion of whatever snipers/early buyers spend goes to the Floki treasury, which can be used for growth and development efforts. After the first hour, the wallet cap will be removed, and the transaction tax will be lowered to 5%. This 5% tax will remain in place for a week, after which the Floki DAO will vote on whether or not to remove or reduce it. We have instructed our exchange partners not to list TokenFi until this DAO vote. OUR PLAN FOR TOKENFI TokenFi is a well-thought-out concept that we have a strong capability to deliver on! We will unveil our roadmap with the launch of the TokenFi website on the 27th of October, 2023. However, we assure you that several TokenFi products are in advanced development on testnet and are due to go live in Q4 2023. In addition, we are working with some of the biggest names in the industry - especially from an institutional perspective - to make TokenFi a success, and they are quite excited about the concept and its potential. In our original DAO proposal, we already announced DWF Labs as our main institutional partner and market maker for TokenFi. We also announced a strategic partnership with World Table Tennis that will introduce TokenFi to a massive audience of 120 million people. We will announce many more partners in the coming weeks and months, and I'm sure that when you see the moves we have made, you will see why there is no better person to execute this vision than Floki!

FLOKI

1,955,707 次观看 • 2 年前

When I took out a mortgage for $1 million, the bank didn't get poorer. They simply typed new money into my account. Brand new money that didn't exist before. The person I bought the house from now has $1 million in their account. The money supply increased by $1 million. In my latest video, I demonstrate this using double-entry bookkeeping with two models side-by-side: The Textbook Model: Banks are intermediaries. Credit flows from creditors to debtors. GDP remains completely unchanged regardless of what happens with lending. The Real World Model: Banks create money through lending. Credit increases both the money supply and GDP. When credit contracts, GDP falls. I run both simulations in my Revel software. The difference is stark. In the textbook version, massive changes in credit have zero impact on the economy. In reality, bank lending is the primary driver of economic activity. This isn't just academic. These false models lead mainstream economists to catastrophic policy mistakes. They model capitalism as a barter system while completely ignoring the banking sector, private debt, and even the money supply. I'm not trying to be an irritating contrarian. I'm irritated by having models which are unrealistic, false, and lead us to making catastrophic mistakes about how we manage the real economy. The link to the full demonstration is in the comments. #Economics #BankingSystem #MoneyCreation #MacroeconomicPolicy
2:19

When I took out a mortgage for $1 million, the bank didn't get poorer. They simply typed new money into my account. Brand new money that didn't exist before. The person I bought the house from now has $1 million in their account. The money supply increased by $1 million. In my latest video, I demonstrate this using double-entry bookkeeping with two models side-by-side: The Textbook Model: Banks are intermediaries. Credit flows from creditors to debtors. GDP remains completely unchanged regardless of what happens with lending. The Real World Model: Banks create money through lending. Credit increases both the money supply and GDP. When credit contracts, GDP falls. I run both simulations in my Revel software. The difference is stark. In the textbook version, massive changes in credit have zero impact on the economy. In reality, bank lending is the primary driver of economic activity. This isn't just academic. These false models lead mainstream economists to catastrophic policy mistakes. They model capitalism as a barter system while completely ignoring the banking sector, private debt, and even the money supply. I'm not trying to be an irritating contrarian. I'm irritated by having models which are unrealistic, false, and lead us to making catastrophic mistakes about how we manage the real economy. The link to the full demonstration is in the comments. #Economics #BankingSystem #MoneyCreation #MacroeconomicPolicy

Prof. Steve Keen

200,049 次观看 • 8 个月前

Robots will bring billionaire living to a lot more people. I had the blessing to eat with Guy Savoy several times. One of the best chefs in the world. He, and other top chefs taught me about the importance of getting fresh ingredients. Here is how robots and World Models will bring that and what do I mean by “everything as a service?” In three years I will have this conversation with my 1X Neo humanoid robot: “Hey Neo I want to upgrade our food to billionaire level.” “I can do that. Food as a service costs $500 a month. I will buy only hand grown fresh organic food and I will prepare amazing meals for you and your family.” Where is the supply chain for such food? Farmers’ markets where everything is fresh and organic. You gotta stop buying at grocery stores to upgrade your diet. “Hey Neo here are the keys to Tesla Robotaxi. And here is my credit card. Start up food as a service.” Neo will take an autonomous car to the market. “But Neo how do you know where to go?” “Well a guy on X did a video of the farmer’s market nearby.” “I watched it, and now know roughly the kinds of things I can get there.” We are too late to start today, the market is closed now, but we can start next week. Look at this video the way Grok does. I am playing humanoid today. In one visit my Neo will ingest all of this into its World Model. In the second visit it will get even better. In the third visit even better. World models are going to be real time by the end of next year from a variety of companies. فيصل Tesla Robotaxi already serves both our home and the market. Our Tesla drove us there and already knows where it is. Grok is already a world model. In a few minutes it can tell you what it learned by watching this video. It watches all my videos before distributing them to you. So it knows how not to overwhelm @jason’s feed with my prolific posting. It will get a lot better soon. But after three trips to this farmer’s market my robot will know everything about this market including the names of the farmers. Watch this video, you meet one. Grok can do a RAG search and learn everything about him, including that he doesn’t have a Website, and only posts on Facebook. Also that he takes Apple Pay. It already knows everything it sees. The names of the vegetables, fruits, nuts, and what is ravioli. One vendor sells fresh ravioli made early this morning. If you are freaked out by privacy have your Neo stay in the garage until it is time to do something for you. In three years I will be eating fresh food with my brother in law while football is on the TV. If you don’t have a robot you won’t eat as well unless you are a billionaire who can afford to pay the human to shop and cook for you. The Robotaxi network starts up next year (without humans). The world models get good next year. By 2030 every one of you will have a robot in your home, at least part time. Who has the best world model? Tesla. Who understands the real world better? Grok. (I didn’t give this video to anyone else). Who soon will have the best humanoid? Tesla. Which company already has a Robotaxi in my driveway? Tesla. Which company has the best video ingestion engine? Tesla. Which company is about to turn on a real time world model? xAI. Which company would you want to invest in? Tesla and xAI. Which is why, if you are a Tesla investor and you didn’t vote for Tesla to invest in xAI you hurting yourself.. Everything as a service is about to arrive. Everyone who can afford a $20,000 robot, which can be financed will have it next year. I will. Anyone worried about privacy has no idea how useful this all will be to make your lives better. And how much money it will make for a robot company to put it all together. And only Tesla has all the pieces to make the meal.
7:01

Robots will bring billionaire living to a lot more people. I had the blessing to eat with Guy Savoy several times. One of the best chefs in the world. He, and other top chefs taught me about the importance of getting fresh ingredients. Here is how robots and World Models will bring that and what do I mean by “everything as a service?” In three years I will have this conversation with my 1X Neo humanoid robot: “Hey Neo I want to upgrade our food to billionaire level.” “I can do that. Food as a service costs $500 a month. I will buy only hand grown fresh organic food and I will prepare amazing meals for you and your family.” Where is the supply chain for such food? Farmers’ markets where everything is fresh and organic. You gotta stop buying at grocery stores to upgrade your diet. “Hey Neo here are the keys to Tesla Robotaxi. And here is my credit card. Start up food as a service.” Neo will take an autonomous car to the market. “But Neo how do you know where to go?” “Well a guy on X did a video of the farmer’s market nearby.” “I watched it, and now know roughly the kinds of things I can get there.” We are too late to start today, the market is closed now, but we can start next week. Look at this video the way Grok does. I am playing humanoid today. In one visit my Neo will ingest all of this into its World Model. In the second visit it will get even better. In the third visit even better. World models are going to be real time by the end of next year from a variety of companies. فيصل Tesla Robotaxi already serves both our home and the market. Our Tesla drove us there and already knows where it is. Grok is already a world model. In a few minutes it can tell you what it learned by watching this video. It watches all my videos before distributing them to you. So it knows how not to overwhelm @jason’s feed with my prolific posting. It will get a lot better soon. But after three trips to this farmer’s market my robot will know everything about this market including the names of the farmers. Watch this video, you meet one. Grok can do a RAG search and learn everything about him, including that he doesn’t have a Website, and only posts on Facebook. Also that he takes Apple Pay. It already knows everything it sees. The names of the vegetables, fruits, nuts, and what is ravioli. One vendor sells fresh ravioli made early this morning. If you are freaked out by privacy have your Neo stay in the garage until it is time to do something for you. In three years I will be eating fresh food with my brother in law while football is on the TV. If you don’t have a robot you won’t eat as well unless you are a billionaire who can afford to pay the human to shop and cook for you. The Robotaxi network starts up next year (without humans). The world models get good next year. By 2030 every one of you will have a robot in your home, at least part time. Who has the best world model? Tesla. Who understands the real world better? Grok. (I didn’t give this video to anyone else). Who soon will have the best humanoid? Tesla. Which company already has a Robotaxi in my driveway? Tesla. Which company has the best video ingestion engine? Tesla. Which company is about to turn on a real time world model? xAI. Which company would you want to invest in? Tesla and xAI. Which is why, if you are a Tesla investor and you didn’t vote for Tesla to invest in xAI you hurting yourself.. Everything as a service is about to arrive. Everyone who can afford a $20,000 robot, which can be financed will have it next year. I will. Anyone worried about privacy has no idea how useful this all will be to make your lives better. And how much money it will make for a robot company to put it all together. And only Tesla has all the pieces to make the meal.

Robert Scoble

1,363,973 次观看 • 9 个月前

Everyone ranks L2s by TVL. But it’s the laziest scoreboard in crypto. It tells you where money is sitting, not who’s actually winning. Here’s what I look for 👇🏻 ◢ TVL = Vanity Metric Parked capital is not a business. A chain can hold billions in deposits and still bleed money every month covering its own costs. TVL measures where liquidity is camping today, not whether the chain earns, profits, or survives a real bear. for years we ranked these networks by the one number that says the least about their survival. ◢ The Pie Is Shrinking Here’s the part nobody says out loud. Total L2 revenue has been falling, not growing. After Dencun crushed data costs in 2024, fees collapsed with them, and the money these chains collectively earn dropped hard from its peak. So, this stopped being a land grab a while ago. It’s now a fight for share of a market that’s actively getting smaller, which changes everything about who actually wins. ◢ Rented Users Don't Count In a shrinking market, only one question matters: can you get users without paying for them. Incentives, airdrops, points farms, none of that is growth, it’s renting volume by the day. The second the rewards stop, the mercenaries leave and the chain goes silent. We already watched it happen to 50+ rollups that are functionally dead now, billions in “TVL” that vanished the moment emissions dried up. ◢ Distribution Beat Tech The one chain that actually solved this didn’t out-engineer anyone. The tech is good, not magic. What it really did was plug into a userbase it already owned and route millions of verified accounts onto the chain by default, at zero acquisition cost. Distribution beat technology, again. It's the most repeated lesson in this entire industry and still the one founders refuse to learn. ◢ The Real Ranking Stack the three majors up by who earns, who profits, and who keeps their users, instead of who has the most money parked on them, and the ranking flips from the one everyone repeats. I put them side by side in the video with the revenue, the profit, the users, and a flat verdict on each. So, in a market that’s contracting, would you rather own the chain with the most capital sitting on it, or the one that still earns when every incentive in crypto finally switches off?
0:38

Everyone ranks L2s by TVL. But it’s the laziest scoreboard in crypto. It tells you where money is sitting, not who’s actually winning. Here’s what I look for 👇🏻 ◢ TVL = Vanity Metric Parked capital is not a business. A chain can hold billions in deposits and still bleed money every month covering its own costs. TVL measures where liquidity is camping today, not whether the chain earns, profits, or survives a real bear. for years we ranked these networks by the one number that says the least about their survival. ◢ The Pie Is Shrinking Here’s the part nobody says out loud. Total L2 revenue has been falling, not growing. After Dencun crushed data costs in 2024, fees collapsed with them, and the money these chains collectively earn dropped hard from its peak. So, this stopped being a land grab a while ago. It’s now a fight for share of a market that’s actively getting smaller, which changes everything about who actually wins. ◢ Rented Users Don't Count In a shrinking market, only one question matters: can you get users without paying for them. Incentives, airdrops, points farms, none of that is growth, it’s renting volume by the day. The second the rewards stop, the mercenaries leave and the chain goes silent. We already watched it happen to 50+ rollups that are functionally dead now, billions in “TVL” that vanished the moment emissions dried up. ◢ Distribution Beat Tech The one chain that actually solved this didn’t out-engineer anyone. The tech is good, not magic. What it really did was plug into a userbase it already owned and route millions of verified accounts onto the chain by default, at zero acquisition cost. Distribution beat technology, again. It's the most repeated lesson in this entire industry and still the one founders refuse to learn. ◢ The Real Ranking Stack the three majors up by who earns, who profits, and who keeps their users, instead of who has the most money parked on them, and the ranking flips from the one everyone repeats. I put them side by side in the video with the revenue, the profit, the users, and a flat verdict on each. So, in a market that’s contracting, would you rather own the chain with the most capital sitting on it, or the one that still earns when every incentive in crypto finally switches off?

Onur 🍌🦍

17,447 次观看 • 2 个月前

The prop firm industry was born to solve a real problem: give skilled traders capital to trade with when they don't have it. (read this to the end, we have something big for you 👇) But somewhere down the road it turned into building a system with rules so tight and absurd that 98% of traders fail, so firms could keep profiting from the challenge fees paid upfront. If you're reading this, don't pretend it never happened to you, or someone you know. Working for days, weeks, sometimes months, just to get a payout denied for the most absurd excuse. The reason that happens is simple: most prop firms simulate your trades, they don't execute them. Your profits are a cost to them. So the whole model is engineered to make you fail. We asked ourselves: if that many payouts are being denied, it means there are more profitable traders out there than the industry wants you to believe. So we took everything wrong with this industry and fixed it. Here's what we built: 1/ Real Market Execution. Instant Payouts. Your trades hit the real market. Not a simulation. You make $100 profit and want to withdraw it immediately? You can. Instantly, with no waiting period, or absurd excuses. Ah, if you were about to ask, there's no daily cap either. 2/ Zero Restrictive Rules at Funded Stage. No daily drawdown, consistency rules, or other absurd ones. Those rules only exist at evaluation stage, to assess whether you can manage risk properly or not. Once funded, they're gone. Trade freely. 3/ A Monthly Salary. Just for Being Funded. ATS Funded is still the only prop firm paying a monthly retainer to its traders. 1% of your account balance, every month, regardless of whether you're up, down, or flat. A bad month means stress, and stress means bad decisions. The salary is there so a bad month doesn't interfere with your strategy. So, what now? If you made it this far, we built this for you, and a gift is waiting in the pinned comment below. Stop trading with your own capital when you can trade with ours. Get Funded 👉 Video Breakdown 👉
1:50

The prop firm industry was born to solve a real problem: give skilled traders capital to trade with when they don't have it. (read this to the end, we have something big for you 👇) But somewhere down the road it turned into building a system with rules so tight and absurd that 98% of traders fail, so firms could keep profiting from the challenge fees paid upfront. If you're reading this, don't pretend it never happened to you, or someone you know. Working for days, weeks, sometimes months, just to get a payout denied for the most absurd excuse. The reason that happens is simple: most prop firms simulate your trades, they don't execute them. Your profits are a cost to them. So the whole model is engineered to make you fail. We asked ourselves: if that many payouts are being denied, it means there are more profitable traders out there than the industry wants you to believe. So we took everything wrong with this industry and fixed it. Here's what we built: 1/ Real Market Execution. Instant Payouts. Your trades hit the real market. Not a simulation. You make $100 profit and want to withdraw it immediately? You can. Instantly, with no waiting period, or absurd excuses. Ah, if you were about to ask, there's no daily cap either. 2/ Zero Restrictive Rules at Funded Stage. No daily drawdown, consistency rules, or other absurd ones. Those rules only exist at evaluation stage, to assess whether you can manage risk properly or not. Once funded, they're gone. Trade freely. 3/ A Monthly Salary. Just for Being Funded. ATS Funded is still the only prop firm paying a monthly retainer to its traders. 1% of your account balance, every month, regardless of whether you're up, down, or flat. A bad month means stress, and stress means bad decisions. The salary is there so a bad month doesn't interfere with your strategy. So, what now? If you made it this far, we built this for you, and a gift is waiting in the pinned comment below. Stop trading with your own capital when you can trade with ours. Get Funded 👉 Video Breakdown 👉

FUNDEX

162,304 次观看 • 5 个月前

🚨 SPACEX: THE BIGGEST EXIT LIQUIDITY IN HISTORY SpaceX is up 70% from IPO. Everyone is FOMOing hard. But almost nobody is talking about the real reason. Only 4% of shares are available to the public. So they can paint any price they want. The playbook never changes: Hold 96% in your pocket. Drop a few crumbs into the market. Pull the chart wherever you want. But now it’s wrapped as "the biggest IPO in history." And Wall Street has already found their FORCED buyers. On June 13, SPCX was rushed into the MSCI indices. This means every passive fund worldwide is now obligated to buy it. Not because they believe in Elon Musk. Because that's how the system works: If it's in the index, you must buy it. We're talking about $15–20 trillion in passive funds. Massive forced demand + tiny float = perfect pump. But the lock-ups are coming: August: first 20% unlock November: another big wave Day 180: everything unlocked In other words, early investors will exit in 1–2 months, not in 6 months like most people think. And who will they sell to? Retail and those funds that were just forced into the stock. No one is arguing that SpaceX isn't a real company with a real future. Moon bases, Mars, orbital data centers: all of this might happen. But not anytime soon. Right now, something else is happening. The US stock market is going through a wild overvaluation of everything. SpaceX is just the biggest example. They are selling a dream about space today, at a price that won't make sense for another 15 to 20 years. And as always, the crowd will buy the top just to fund the exit. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.
1:11

🚨 SPACEX: THE BIGGEST EXIT LIQUIDITY IN HISTORY SpaceX is up 70% from IPO. Everyone is FOMOing hard. But almost nobody is talking about the real reason. Only 4% of shares are available to the public. So they can paint any price they want. The playbook never changes: Hold 96% in your pocket. Drop a few crumbs into the market. Pull the chart wherever you want. But now it’s wrapped as "the biggest IPO in history." And Wall Street has already found their FORCED buyers. On June 13, SPCX was rushed into the MSCI indices. This means every passive fund worldwide is now obligated to buy it. Not because they believe in Elon Musk. Because that's how the system works: If it's in the index, you must buy it. We're talking about $15–20 trillion in passive funds. Massive forced demand + tiny float = perfect pump. But the lock-ups are coming: August: first 20% unlock November: another big wave Day 180: everything unlocked In other words, early investors will exit in 1–2 months, not in 6 months like most people think. And who will they sell to? Retail and those funds that were just forced into the stock. No one is arguing that SpaceX isn't a real company with a real future. Moon bases, Mars, orbital data centers: all of this might happen. But not anytime soon. Right now, something else is happening. The US stock market is going through a wild overvaluation of everything. SpaceX is just the biggest example. They are selling a dream about space today, at a price that won't make sense for another 15 to 20 years. And as always, the crowd will buy the top just to fund the exit. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

WhaleTwits

54,628 次观看 • 2 个月前

🚨 SPACEX: THE BIGGEST EXIT LIQUIDITY IN HISTORY SpaceX is up 70% from IPO. Everyone is FOMOing hard. But almost nobody is talking about the real reason. Only 4% of shares are available to the public. So they can paint any price they want. The playbook never changes: Hold 96% in your pocket. Drop a few crumbs into the market. Pull the chart wherever you want. But now it’s wrapped as "the biggest IPO in history." And Wall Street has already found their FORCED buyers. On June 13, SPCX was rushed into the MSCI indices. This means every passive fund worldwide is now obligated to buy it. Not because they believe in Elon Musk. Because that's how the system works: If it's in the index, you must buy it. We're talking about $15–20 trillion in passive funds. Massive forced demand + tiny float = perfect pump. But the lock-ups are coming: August: first 20% unlock November: another big wave Day 180: everything unlocked In other words, early investors will exit in 1–2 months, not in 6 months like most people think. And who will they sell to? Retail and those funds that were just forced into the stock. No one is arguing that SpaceX isn't a real company with a real future. Moon bases, Mars, orbital data centers: all of this might happen. But not anytime soon. Right now, something else is happening. The US stock market is going through a wild overvaluation of everything. SpaceX is just the biggest example. They are selling a dream about space today, at a price that won't make sense for another 15 to 20 years. And as always, the crowd will buy the top just to fund the exit. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.
0:43

🚨 SPACEX: THE BIGGEST EXIT LIQUIDITY IN HISTORY SpaceX is up 70% from IPO. Everyone is FOMOing hard. But almost nobody is talking about the real reason. Only 4% of shares are available to the public. So they can paint any price they want. The playbook never changes: Hold 96% in your pocket. Drop a few crumbs into the market. Pull the chart wherever you want. But now it’s wrapped as "the biggest IPO in history." And Wall Street has already found their FORCED buyers. On June 13, SPCX was rushed into the MSCI indices. This means every passive fund worldwide is now obligated to buy it. Not because they believe in Elon Musk. Because that's how the system works: If it's in the index, you must buy it. We're talking about $15–20 trillion in passive funds. Massive forced demand + tiny float = perfect pump. But the lock-ups are coming: August: first 20% unlock November: another big wave Day 180: everything unlocked In other words, early investors will exit in 1–2 months, not in 6 months like most people think. And who will they sell to? Retail and those funds that were just forced into the stock. No one is arguing that SpaceX isn't a real company with a real future. Moon bases, Mars, orbital data centers: all of this might happen. But not anytime soon. Right now, something else is happening. The US stock market is going through a wild overvaluation of everything. SpaceX is just the biggest example. They are selling a dream about space today, at a price that won't make sense for another 15 to 20 years. And as always, the crowd will buy the top just to fund the exit. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

MARMOT

715,884 次观看 • 2 个月前

NEXT $BTC BULL CYCLE WILL BE FUNDED BY $SPCX INSIDERS Nobody is connecting these two dates: - Bitcoin cycle bottom lands in October 2026 - SpaceX insiders unlock in November 2026 One month apart Here's what that means $1.7 trillion in paper wealth just became real money for the people who built SpaceX They're not going to leave it in cash They're not going to buy more stocks at all-time highs They're going to look for the most undervalued asymmetric asset In November 2026, that asset is $BTC sitting at $47k(maybe higher) after a full bear cycle And they won't be the only ones Every fund that got forced into $SPCX at Nasdaq 100 inclusion will be rebalancing out of it 6 months later That's another wave of liquidity hitting the market at exactly the same time Three separate sources of fresh capital all pointing at the same window $BTC at $47k won't stay at $47k for long. So get ready! I called the $BTC crash from $126k before it happened - publicly, on this page Every local move since then - mapped out here too The next update is the most important one this cycle - we're approaching the level where the real bottom forms Follow now to not miss the update - turn on notifications to see it first
0:32

NEXT $BTC BULL CYCLE WILL BE FUNDED BY $SPCX INSIDERS Nobody is connecting these two dates: - Bitcoin cycle bottom lands in October 2026 - SpaceX insiders unlock in November 2026 One month apart Here's what that means $1.7 trillion in paper wealth just became real money for the people who built SpaceX They're not going to leave it in cash They're not going to buy more stocks at all-time highs They're going to look for the most undervalued asymmetric asset In November 2026, that asset is $BTC sitting at $47k(maybe higher) after a full bear cycle And they won't be the only ones Every fund that got forced into $SPCX at Nasdaq 100 inclusion will be rebalancing out of it 6 months later That's another wave of liquidity hitting the market at exactly the same time Three separate sources of fresh capital all pointing at the same window $BTC at $47k won't stay at $47k for long. So get ready! I called the $BTC crash from $126k before it happened - publicly, on this page Every local move since then - mapped out here too The next update is the most important one this cycle - we're approaching the level where the real bottom forms Follow now to not miss the update - turn on notifications to see it first

bee🐝

82,104 次观看 • 2 个月前

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk
1:08

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

Milk Road AI

96,048 次观看 • 1 个月前

‼️CANDACE OWENS DROPS A MASSIVE BOMBSHELL: Erika Kirk & Charlie Had a Scheduled Appointment to Update His WILL & Life Insurance — The MONDAY After He Was Assassinated 😱🚩 Candace just revealed something that changes everything. In the weeks after Charlie’s death, Erika Kirk told multiple people (Candace has confirmed this) that she and Charlie had an appointment set for Monday, September 15th — the very next business day after the assassination, to update his end-of-life documents. That includes changes to his will, life insurance beneficiaries, and more. He never made it to that meeting. The timing is beyond suspicious. In almost every murder case, the spouse is suspect #1 and money is motive #1. Yet this critical detail has barely been touched by investigators? Multiple sources have also told us Erika and Charlie were having serious marriage problems leading up to his death. The priest who came over and prayed right before the assassination? Erika claimed it was because a “leftist witch” put a spell on him… but sources say the real reason was to pray over their troubled marriage. Was Charlie about to remove Erika from his will or change the beneficiaries? This is a massive red flag that demands real answers. We need a proper, honest investigation — not this theater we’re getting. FOLLOW Candace Owens RT this immediately Watch the full segment below 👇 They think you won’t notice. We are. ⚠️ My channel is under coordinated attack to bankrupt and silence this investigation into the Charlie Kirk assassination. If you believe in independent journalism and want the truth to keep coming, your support right now is everything. 💪 🔗
1:07

‼️CANDACE OWENS DROPS A MASSIVE BOMBSHELL: Erika Kirk & Charlie Had a Scheduled Appointment to Update His WILL & Life Insurance — The MONDAY After He Was Assassinated 😱🚩 Candace just revealed something that changes everything. In the weeks after Charlie’s death, Erika Kirk told multiple people (Candace has confirmed this) that she and Charlie had an appointment set for Monday, September 15th — the very next business day after the assassination, to update his end-of-life documents. That includes changes to his will, life insurance beneficiaries, and more. He never made it to that meeting. The timing is beyond suspicious. In almost every murder case, the spouse is suspect #1 and money is motive #1. Yet this critical detail has barely been touched by investigators? Multiple sources have also told us Erika and Charlie were having serious marriage problems leading up to his death. The priest who came over and prayed right before the assassination? Erika claimed it was because a “leftist witch” put a spell on him… but sources say the real reason was to pray over their troubled marriage. Was Charlie about to remove Erika from his will or change the beneficiaries? This is a massive red flag that demands real answers. We need a proper, honest investigation — not this theater we’re getting. FOLLOW Candace Owens RT this immediately Watch the full segment below 👇 They think you won’t notice. We are. ⚠️ My channel is under coordinated attack to bankrupt and silence this investigation into the Charlie Kirk assassination. If you believe in independent journalism and want the truth to keep coming, your support right now is everything. 💪 🔗

Project Constitution

526,991 次观看 • 3 个月前

🚨 THE SPACEX PUMP JUST ARMED THE INSIDER SELL BUTTON. And almost nobody buying at $178 knows it. Here's what's actually happening. SpaceX IPO'd at $135 on June 12, eight days later it's at $178. Everyone is calling it the trade of the decade. Nobody is reading the fine print. 95% of shares are still locked. You're trading on 5% of total supply. A $2.35 trillion valuation set by a sliver of float that can be moved by relatively thin volume. Thin float pumps easy. It dumps the same way. Now the part that should concern everyone buying right now. There's a clause buried in the lockup agreement. An early unlock triggers automatically if the stock holds 30% above the $135 IPO price. 30% above $135 is $175.50. The stock is at $178. The rally didn't just create paper gains. It activated the mechanism that lets insiders sell early. Then the calendar gets worse. Late July into August first insider shares hit the market around Q2 earnings. December 8 - full 180-day lockup expires in tranches. June 2027 - Musk's 6.4 billion personal shares come free. A wall of supply, on a fixed schedule, already counting down. We've seen this exact movie before. Facebook IPO'd at $38 in 2012, Lockups expired. Four months later it was trading at $18. Half the value erased not because the company failed. Because supply showed up and buyers ran out. Now the math on SpaceX. $2.35 trillion valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk's own projection for $1 trillion in revenue is dated "maybe by 2030." You're paying for that today In full Four years early. So ask yourself one question. Who is on the other side of your buy at $178? People who got in at $40. At $60. At $90. Insiders sitting on 3x, 4x, 5x gains who have been waiting years for exactly this window. They don't need the price higher. They need buyers to sell into. Right now that buyer is you. The rockets are real. The company is real. The technology is real. The trap is also real. At $178 you're either early to the exit or you are the exit. I called the SPX drops before they happened. I called BTC's top at $126K. I called the dump from $126K to $60K - publicly, before it moved. Every major call this cycle on the record, before the fact. The next ones are already loading. Follow now and turn on notifications. The unlock clock is already running - and when it hits, you'll want to have seen this post first.
0:43

🚨 THE SPACEX PUMP JUST ARMED THE INSIDER SELL BUTTON. And almost nobody buying at $178 knows it. Here's what's actually happening. SpaceX IPO'd at $135 on June 12, eight days later it's at $178. Everyone is calling it the trade of the decade. Nobody is reading the fine print. 95% of shares are still locked. You're trading on 5% of total supply. A $2.35 trillion valuation set by a sliver of float that can be moved by relatively thin volume. Thin float pumps easy. It dumps the same way. Now the part that should concern everyone buying right now. There's a clause buried in the lockup agreement. An early unlock triggers automatically if the stock holds 30% above the $135 IPO price. 30% above $135 is $175.50. The stock is at $178. The rally didn't just create paper gains. It activated the mechanism that lets insiders sell early. Then the calendar gets worse. Late July into August first insider shares hit the market around Q2 earnings. December 8 - full 180-day lockup expires in tranches. June 2027 - Musk's 6.4 billion personal shares come free. A wall of supply, on a fixed schedule, already counting down. We've seen this exact movie before. Facebook IPO'd at $38 in 2012, Lockups expired. Four months later it was trading at $18. Half the value erased not because the company failed. Because supply showed up and buyers ran out. Now the math on SpaceX. $2.35 trillion valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk's own projection for $1 trillion in revenue is dated "maybe by 2030." You're paying for that today In full Four years early. So ask yourself one question. Who is on the other side of your buy at $178? People who got in at $40. At $60. At $90. Insiders sitting on 3x, 4x, 5x gains who have been waiting years for exactly this window. They don't need the price higher. They need buyers to sell into. Right now that buyer is you. The rockets are real. The company is real. The technology is real. The trap is also real. At $178 you're either early to the exit or you are the exit. I called the SPX drops before they happened. I called BTC's top at $126K. I called the dump from $126K to $60K - publicly, before it moved. Every major call this cycle on the record, before the fact. The next ones are already loading. Follow now and turn on notifications. The unlock clock is already running - and when it hits, you'll want to have seen this post first.

Phantom_Defi

295,218 次观看 • 2 个月前

🚨 THE SPACEX PUMP JUST ARMED THE INSIDER SELL BUTTON. And almost nobody buying at $178 knows it. Here's what's actually happening. SpaceX IPO'd at $135 on June 12, eight days later it's at $178. Everyone is calling it the trade of the decade. Nobody is reading the fine print. 95% of shares are still locked. You're trading on 5% of total supply. A $2.35 trillion valuation set by a sliver of float that can be moved by relatively thin volume. Thin float pumps easy. It dumps the same way. Now the part that should concern everyone buying right now. There's a clause buried in the lockup agreement. An early unlock triggers automatically if the stock holds 30% above the $135 IPO price. 30% above $135 is $175.50. The stock is at $178. The rally didn't just create paper gains. It activated the mechanism that lets insiders sell early. Then the calendar gets worse. Late July into August first insider shares hit the market around Q2 earnings. December 8 - full 180-day lockup expires in tranches. June 2027 - Musk's 6.4 billion personal shares come free. A wall of supply, on a fixed schedule, already counting down. We've seen this exact movie before. Facebook IPO'd at $38 in 2012, Lockups expired. Four months later it was trading at $18. Half the value erased not because the company failed. Because supply showed up and buyers ran out. Now the math on SpaceX. $2.35 trillion valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk's own projection for $1 trillion in revenue is dated "maybe by 2030." You're paying for that today In full Four years early. So ask yourself one question. Who is on the other side of your buy at $178? People who got in at $40. At $60. At $90. Insiders sitting on 3x, 4x, 5x gains who have been waiting years for exactly this window. They don't need the price higher. They need buyers to sell into. Right now that buyer is you. The rockets are real. The company is real. The technology is real. The trap is also real. At $178 you're either early to the exit or you are the exit. I called the SPX drops before they happened. I called BTC's top at $126K. I called the dump from $126K to $60K - publicly, before it moved. Every major call this cycle on the record, before the fact. The next ones are already loading. Follow now and turn on notifications. The unlock clock is already running - and when it hits, you'll want to have seen this post first.
0:45

🚨 THE SPACEX PUMP JUST ARMED THE INSIDER SELL BUTTON. And almost nobody buying at $178 knows it. Here's what's actually happening. SpaceX IPO'd at $135 on June 12, eight days later it's at $178. Everyone is calling it the trade of the decade. Nobody is reading the fine print. 95% of shares are still locked. You're trading on 5% of total supply. A $2.35 trillion valuation set by a sliver of float that can be moved by relatively thin volume. Thin float pumps easy. It dumps the same way. Now the part that should concern everyone buying right now. There's a clause buried in the lockup agreement. An early unlock triggers automatically if the stock holds 30% above the $135 IPO price. 30% above $135 is $175.50. The stock is at $178. The rally didn't just create paper gains. It activated the mechanism that lets insiders sell early. Then the calendar gets worse. Late July into August first insider shares hit the market around Q2 earnings. December 8 - full 180-day lockup expires in tranches. June 2027 - Musk's 6.4 billion personal shares come free. A wall of supply, on a fixed schedule, already counting down. We've seen this exact movie before. Facebook IPO'd at $38 in 2012, Lockups expired. Four months later it was trading at $18. Half the value erased not because the company failed. Because supply showed up and buyers ran out. Now the math on SpaceX. $2.35 trillion valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk's own projection for $1 trillion in revenue is dated "maybe by 2030." You're paying for that today In full Four years early. So ask yourself one question. Who is on the other side of your buy at $178? People who got in at $40. At $60. At $90. Insiders sitting on 3x, 4x, 5x gains who have been waiting years for exactly this window. They don't need the price higher. They need buyers to sell into. Right now that buyer is you. The rockets are real. The company is real. The technology is real. The trap is also real. At $178 you're either early to the exit or you are the exit. I called the SPX drops before they happened. I called BTC's top at $126K. I called the dump from $126K to $60K - publicly, before it moved. Every major call this cycle on the record, before the fact. The next ones are already loading. Follow now and turn on notifications. The unlock clock is already running - and when it hits, you'll want to have seen this post first.

philarekt

596,693 次观看 • 2 个月前

🚨 THE SPACEX PUMP JUST ACTIVATED THE INSIDER SELL BUTTON And almost nobody buying at $159 understands what just happened: SpaceX IPO’d at $135 on June 12. Five days later, it peaked at $226. Everyone was calling it the trade of the decade. Almost nobody understands what is really happening. 95% of SpaceX shares are still locked. You are trading on just 5% of the total supply. A $2.35 trillion valuation was set by a tiny float that can be moved by thin volume. Thin liquidity pumps easily and dumps easily as well. Now the part that should concern everyone buying here: There is a clause buried in the lockup agreement. An early unlock can trigger if the stock holds 30% above the $135 IPO price. 30% above $135 is $175. SpaceX peaked at $226. It opened the door to an additional insider unlock. If this isn’t surprising you, the calendar will: In a month, the first insider shares can hit the market around Q2 earnings. December 8: the full 180-day lockup will be over. June 2027: Musk’s 6.4 billion personal shares unlock. This creates enormous selling pressure. I saw this movie before: Facebook IPO’d at $38 in 2012. Four months later, it was trading at $18. 60% of the value was erased. Now look at SpaceX. $2.35 trillion peak valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk’s own $1 trillion revenue target is still “maybe by 2030.” You are paying for that future today. So ask yourself one question: Who is selling into your buy today, at $159? People who got in at $20/$40/$60. Insiders sitting on 5x, 8x, 10x gains who have waited years for this window. They do not need the price higher. They need buyers. And right now, that buyer is you. The rockets are real. The company is real. The technology is real. The unlock calendar is real too. At $159 after the $226 ATH, you are the exit. Remember: I was the one who publicly called Bitcoin’s ATH in October and cycle bottom in 2022. And I will call it again. That’s literally my job. Make sure to follow and turn notifications on. If you are not following yet, you will regret it.
0:39

🚨 THE SPACEX PUMP JUST ACTIVATED THE INSIDER SELL BUTTON And almost nobody buying at $159 understands what just happened: SpaceX IPO’d at $135 on June 12. Five days later, it peaked at $226. Everyone was calling it the trade of the decade. Almost nobody understands what is really happening. 95% of SpaceX shares are still locked. You are trading on just 5% of the total supply. A $2.35 trillion valuation was set by a tiny float that can be moved by thin volume. Thin liquidity pumps easily and dumps easily as well. Now the part that should concern everyone buying here: There is a clause buried in the lockup agreement. An early unlock can trigger if the stock holds 30% above the $135 IPO price. 30% above $135 is $175. SpaceX peaked at $226. It opened the door to an additional insider unlock. If this isn’t surprising you, the calendar will: In a month, the first insider shares can hit the market around Q2 earnings. December 8: the full 180-day lockup will be over. June 2027: Musk’s 6.4 billion personal shares unlock. This creates enormous selling pressure. I saw this movie before: Facebook IPO’d at $38 in 2012. Four months later, it was trading at $18. 60% of the value was erased. Now look at SpaceX. $2.35 trillion peak valuation. $18.7 billion in 2025 revenue. 125x sales. And Musk’s own $1 trillion revenue target is still “maybe by 2030.” You are paying for that future today. So ask yourself one question: Who is selling into your buy today, at $159? People who got in at $20/$40/$60. Insiders sitting on 5x, 8x, 10x gains who have waited years for this window. They do not need the price higher. They need buyers. And right now, that buyer is you. The rockets are real. The company is real. The technology is real. The unlock calendar is real too. At $159 after the $226 ATH, you are the exit. Remember: I was the one who publicly called Bitcoin’s ATH in October and cycle bottom in 2022. And I will call it again. That’s literally my job. Make sure to follow and turn notifications on. If you are not following yet, you will regret it.

Alex Mason 👁△

227,321 次观看 • 2 个月前

🚨 THE BIGGEST IPO IN HISTORY HAS ONE UGLY THING IN COMMON WITH EVERY MARKET TOP This is not a theory. It happened for 100 YEARS. Goldman Sachs in 1928. Intel in 1971. AT&T in 2000. Every one looked like the opportunity of a lifetime. Every one came near a major market top. Every one was followed by a brutal correction. Funny how the biggest “once-in-a-generation” IPOs always show up when the market is already overheated. Probably nothing. Now look at the real problem nobody wants to talk about: A $2 TRILLION listing needs buyers. Buyers need cash. But cash on the sidelines is already sitting near historic lows. So where does the money actually come from? It doesn’t appear out of nowhere. It comes from selling what funds already own. That means: • Big tech gets sold • Indexes get rebalanced • Liquidity gets drained • Retail becomes the exit JPMorgan estimates passive funds may need to dump around $95 BILLION of the biggest tech stocks just to make room for SpaceX. Read that again. $95 BILLION in forced selling. At the exact same time retail is rushing in to buy the hype. And smart money already started moving first. Hedge funds were dumping big tech before the IPO even opened. That is not a coincidence. That is liquidity leaving the room. Now let me be very clear: SpaceX is not a bad company. It might be one of the most important companies ever built. But the best company and the best trade are NOT the same thing. The market doesn’t care about the mission. It cares about: • Liquidity • Positioning • Forced buyers • Forced sellers • Math And the math looks almost identical to every major top of the last 100 years. SpaceX might not mark the exact top. But history is screaming that we are very close to one. Most people will celebrate. Smart money will exit. Retail will realize it too late. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again. That’s literally my job. If you still haven’t followed me, you’ll regret it.
0:50

🚨 THE BIGGEST IPO IN HISTORY HAS ONE UGLY THING IN COMMON WITH EVERY MARKET TOP This is not a theory. It happened for 100 YEARS. Goldman Sachs in 1928. Intel in 1971. AT&T in 2000. Every one looked like the opportunity of a lifetime. Every one came near a major market top. Every one was followed by a brutal correction. Funny how the biggest “once-in-a-generation” IPOs always show up when the market is already overheated. Probably nothing. Now look at the real problem nobody wants to talk about: A $2 TRILLION listing needs buyers. Buyers need cash. But cash on the sidelines is already sitting near historic lows. So where does the money actually come from? It doesn’t appear out of nowhere. It comes from selling what funds already own. That means: • Big tech gets sold • Indexes get rebalanced • Liquidity gets drained • Retail becomes the exit JPMorgan estimates passive funds may need to dump around $95 BILLION of the biggest tech stocks just to make room for SpaceX. Read that again. $95 BILLION in forced selling. At the exact same time retail is rushing in to buy the hype. And smart money already started moving first. Hedge funds were dumping big tech before the IPO even opened. That is not a coincidence. That is liquidity leaving the room. Now let me be very clear: SpaceX is not a bad company. It might be one of the most important companies ever built. But the best company and the best trade are NOT the same thing. The market doesn’t care about the mission. It cares about: • Liquidity • Positioning • Forced buyers • Forced sellers • Math And the math looks almost identical to every major top of the last 100 years. SpaceX might not mark the exact top. But history is screaming that we are very close to one. Most people will celebrate. Smart money will exit. Retail will realize it too late. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again. That’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

59,498 次观看 • 2 个月前

For the past five years, I have been working on building a company I truly believe has the power to disrupt Hollywood and empower indie artists. It’s called LOOR TV, pronounced like “Folklore.” The goal is simple: Allow pure indie creators to pitch their dream projects directly to paying monthly subscribers. Instead of the monthly subscription dollars going to executives who control gatekeeping and influence, we let the monthly subscribers fund indie artists directly. Our focus is on good stories that mainstream Hollywood would reject. Your monthly subscription converts into weekly amounts of our own in-game-style currency, which creators can cash out to fund their projects. When a project is fully funded and completed, it streams on the platform. Of course, you can always directly fund artists without a monthly subscription. The point is that the audience builds the streaming library. The audience is the rightful gatekeeper. We’ve proven this patronage streaming model allows us to make more money per subscriber than Netflix or Disney+ can per month. It also gives us the least risk of any entertainment company because all content is funded by the audience, not multi-million-dollar checks written by executives making big bets in advance. Our company profits via each transaction. Exactly like most video game currency stores. Gamification brings in more revenue than Hollywood. And younger generations are familiar with how that works already. The goal is not to make multi-million-dollar box office films, but to incubate a new underground counterculture to Hollywood. The same indie culture that built MTV, Channel 101, and Adult Swim. It gives new artists, whether they are traditional or AI filmmakers, animators, comedians, or video game designers, a way to pitch their projects directly to real people, not algorithms. A way for artists to retain creative control. We’ve been testing this for a while. Our CEO, Shon Tomlin, built FUEL TV for Fox Cable Networks and is no stranger to indie filmmaking and monetizing subcultures. I truly believe this is the way forward: directly putting people who love films in front of people who love making them, and letting the audience choose where their money goes. We’re very early and have lots of plans for how to use this new gamified streaming platform. We have an incredible team, but we need help spreading the word and proving that people believe in this model so we can raise capital to focus on scaling this full-time. Here’s a preview of everything we’ve premiered and pitched to our audience so far. We are just getting started.
1:15

For the past five years, I have been working on building a company I truly believe has the power to disrupt Hollywood and empower indie artists. It’s called LOOR TV, pronounced like “Folklore.” The goal is simple: Allow pure indie creators to pitch their dream projects directly to paying monthly subscribers. Instead of the monthly subscription dollars going to executives who control gatekeeping and influence, we let the monthly subscribers fund indie artists directly. Our focus is on good stories that mainstream Hollywood would reject. Your monthly subscription converts into weekly amounts of our own in-game-style currency, which creators can cash out to fund their projects. When a project is fully funded and completed, it streams on the platform. Of course, you can always directly fund artists without a monthly subscription. The point is that the audience builds the streaming library. The audience is the rightful gatekeeper. We’ve proven this patronage streaming model allows us to make more money per subscriber than Netflix or Disney+ can per month. It also gives us the least risk of any entertainment company because all content is funded by the audience, not multi-million-dollar checks written by executives making big bets in advance. Our company profits via each transaction. Exactly like most video game currency stores. Gamification brings in more revenue than Hollywood. And younger generations are familiar with how that works already. The goal is not to make multi-million-dollar box office films, but to incubate a new underground counterculture to Hollywood. The same indie culture that built MTV, Channel 101, and Adult Swim. It gives new artists, whether they are traditional or AI filmmakers, animators, comedians, or video game designers, a way to pitch their projects directly to real people, not algorithms. A way for artists to retain creative control. We’ve been testing this for a while. Our CEO, Shon Tomlin, built FUEL TV for Fox Cable Networks and is no stranger to indie filmmaking and monetizing subcultures. I truly believe this is the way forward: directly putting people who love films in front of people who love making them, and letting the audience choose where their money goes. We’re very early and have lots of plans for how to use this new gamified streaming platform. We have an incredible team, but we need help spreading the word and proving that people believe in this model so we can raise capital to focus on scaling this full-time. Here’s a preview of everything we’ve premiered and pitched to our audience so far. We are just getting started.

Marcus Pittman

16,992 次观看 • 4 个月前

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.
2:03

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,631 次观看 • 3 个月前

The All-In Crystal Ball The Mag 7 were holding the stock market on their shoulders. Now, that group has cracked and the market is in a free fall. If you've been listening to All-In, you saw this coming. Let's walk through it: 1) Berkshire Sours on Apple: Chamath's Analysis of Buffett's Annual Letter Chamath Palihapitiya on March 8th: "You can tell when (Warren) Buffett has gotten disengaged with a company based on the number of times he mentions it in his annual letter." "I think this 'Buffett Index' is a really important one for Apple, which is, it went from a forever holding to barely getting mentioned." "Unfortunately, it speaks for a very bad next 5-10 years for this company unless they figure something out." 2) The AI Bubble: Massive Spend with No Revenue = Recipe for Disaster Chamath Palihapitiya on May 31st: "If you do not start seeing revenue flow to the bottom line of these companies that are spending $26B/quarter, the market cap of Nvidia is not what the market cap of Nvidia should be." "And all of these other companies are going to get punished for spending this kind of money." "Where are all these newfangled things that we're supposed to see that justifies the $100B of chips spend/year, $200B of energy spend, $100B of all this other stuff?" "And we've seen nothing to show for it except that you can mimic somebody's voice. It doesn't all hang together yet." 3) The Underlying Recession: The Mag 7 Shielded the Market from a Bad Economy… Until They Didn’t Chamath Palihapitiya on July 12th: "I think the bigger question, though, is if we are on the verge of a real contraction in the economy." "Even though the stock market for seven companies is hitting all-time highs, the stock market for every other company that isn't those seven companies have not." "People are unemployed, there is no money, and the question is whether you have some sort of contraction economically that is measured by a recession or not." "People have been tracking the S&P 500 Index versus the equal-weighted index." "And what's interesting is the spread right now is the most extreme since March of 2000 right before dot-com crash"
1:38

The All-In Crystal Ball The Mag 7 were holding the stock market on their shoulders. Now, that group has cracked and the market is in a free fall. If you've been listening to All-In, you saw this coming. Let's walk through it: 1) Berkshire Sours on Apple: Chamath's Analysis of Buffett's Annual Letter Chamath Palihapitiya on March 8th: "You can tell when (Warren) Buffett has gotten disengaged with a company based on the number of times he mentions it in his annual letter." "I think this 'Buffett Index' is a really important one for Apple, which is, it went from a forever holding to barely getting mentioned." "Unfortunately, it speaks for a very bad next 5-10 years for this company unless they figure something out." 2) The AI Bubble: Massive Spend with No Revenue = Recipe for Disaster Chamath Palihapitiya on May 31st: "If you do not start seeing revenue flow to the bottom line of these companies that are spending $26B/quarter, the market cap of Nvidia is not what the market cap of Nvidia should be." "And all of these other companies are going to get punished for spending this kind of money." "Where are all these newfangled things that we're supposed to see that justifies the $100B of chips spend/year, $200B of energy spend, $100B of all this other stuff?" "And we've seen nothing to show for it except that you can mimic somebody's voice. It doesn't all hang together yet." 3) The Underlying Recession: The Mag 7 Shielded the Market from a Bad Economy… Until They Didn’t Chamath Palihapitiya on July 12th: "I think the bigger question, though, is if we are on the verge of a real contraction in the economy." "Even though the stock market for seven companies is hitting all-time highs, the stock market for every other company that isn't those seven companies have not." "People are unemployed, there is no money, and the question is whether you have some sort of contraction economically that is measured by a recession or not." "People have been tracking the S&P 500 Index versus the equal-weighted index." "And what's interesting is the spread right now is the most extreme since March of 2000 right before dot-com crash"

The All-In Podcast

516,130 次观看 • 2 年前

🚨 $SPCX IS A TIME BOMB ON A TIMER A $2.35 trillion company You're allowed to buy about 5% of it The other 95% is locked Let that sink in SpaceX IPO'd June 12 at $135. Eight days later it's ~$178 Everyone's calling it trade of decade Here's what they're not telling you This isn't price discovery. It's scarcity Only ~4-5% of shares trade. A trillion-dollar tag set by a sliver of float Thin float floats up easy. It comes down the same way Now the part nobody's pricing in The lockup The first insider shares unlock around Q2 earnings - late July into August And there's a clause: an extra block releases EARLY if stock holds 30% above $135 IPO 30% above $135 is $175.50 It's trading at $178 Read that again The rally didn't just lift price. It armed unlock The pump IS trigger Then December 8 - full 180-day block expires in tranches Then June 2027 - Musk's ~6.4 billion shares come free A wall of supply. On a calendar. Already in motion We've seen this movie Facebook, 2012. IPO at $38. Then lockups expired $38 → ~$18 in four months. Half of it, gone Now math $2.35 trillion. $18.7 billion of 2025 revenue. About 125x sales. Musk's own number: maybe $1 trillion revenue - by 2030 "Maybe" "By 2030" You're paying for it today So ask yourself one question Who's on other side of your buy at $178? Insiders who got in at a fraction, counting down to day they can finally sell They don't need price higher. They need buyers That's you This isn't anti-SpaceX. Rockets are real. Company is real The setup is warning You're early or you're exit Important: Over last few days I called major $SPX drops, $BTC ATH in 2025 and market dump from $126k → $60k If you missed those calls - no worries! Turn on notifs - next market calls are already in works...
0:33

🚨 $SPCX IS A TIME BOMB ON A TIMER A $2.35 trillion company You're allowed to buy about 5% of it The other 95% is locked Let that sink in SpaceX IPO'd June 12 at $135. Eight days later it's ~$178 Everyone's calling it trade of decade Here's what they're not telling you This isn't price discovery. It's scarcity Only ~4-5% of shares trade. A trillion-dollar tag set by a sliver of float Thin float floats up easy. It comes down the same way Now the part nobody's pricing in The lockup The first insider shares unlock around Q2 earnings - late July into August And there's a clause: an extra block releases EARLY if stock holds 30% above $135 IPO 30% above $135 is $175.50 It's trading at $178 Read that again The rally didn't just lift price. It armed unlock The pump IS trigger Then December 8 - full 180-day block expires in tranches Then June 2027 - Musk's ~6.4 billion shares come free A wall of supply. On a calendar. Already in motion We've seen this movie Facebook, 2012. IPO at $38. Then lockups expired $38 → ~$18 in four months. Half of it, gone Now math $2.35 trillion. $18.7 billion of 2025 revenue. About 125x sales. Musk's own number: maybe $1 trillion revenue - by 2030 "Maybe" "By 2030" You're paying for it today So ask yourself one question Who's on other side of your buy at $178? Insiders who got in at a fraction, counting down to day they can finally sell They don't need price higher. They need buyers That's you This isn't anti-SpaceX. Rockets are real. Company is real The setup is warning You're early or you're exit Important: Over last few days I called major $SPX drops, $BTC ATH in 2025 and market dump from $126k → $60k If you missed those calls - no worries! Turn on notifs - next market calls are already in works...

Aralez 🐕

108,784 次观看 • 2 个月前