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Day 89: Ontology is why Palantir’s revenue will explode later — and why early investors saw the future before Wall Street did. The market always misprices “inevitable + delayed.” That’s where dynasties are built.

Eric Jackson

143,869 subscribers

40,864 次观看 • 9 个月前 •via X (Twitter)

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There will come a day when we will understand why everything is delayed, and why patience was the most beautiful choice 🎼

There will come a day when we will understand why everything is delayed, and why patience was the most beautiful choice 🎼

D A N A

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🚨 Tom Lee: "Wall Street is about to build their entire infrastructure on the blockchain and the blockchain they’ve chosen is Ethereum" Here's why: - Ethereum has been 100% reliable since day one, zero downtime since inception - Layer 2s on Ethereum are scaling and catching the attention of finance + tech at the same time - Stablecoins = the “ChatGPT moment”, the vast majority are minted on Ethereum - The GENIUS Act has greenlit the stablecoin boom - Banks are now building stablecoin products directly on Ethereum - Stablecoin market could explode to $4 TRILLION - Wall Street is capitalizing tokenizing the entire world, and that’s a huge opportunity for Ethereum This isn’t a side bet This is Ethereum becoming the backbone of global finance $ETH is inevitable 🔥

🚨 Tom Lee: "Wall Street is about to build their entire infrastructure on the blockchain and the blockchain they’ve chosen is Ethereum" Here's why: - Ethereum has been 100% reliable since day one, zero downtime since inception - Layer 2s on Ethereum are scaling and catching the attention of finance + tech at the same time - Stablecoins = the “ChatGPT moment”, the vast majority are minted on Ethereum - The GENIUS Act has greenlit the stablecoin boom - Banks are now building stablecoin products directly on Ethereum - Stablecoin market could explode to $4 TRILLION - Wall Street is capitalizing tokenizing the entire world, and that’s a huge opportunity for Ethereum This isn’t a side bet This is Ethereum becoming the backbone of global finance $ETH is inevitable 🔥

Crypto-Gucci.eth ᵍᵐ🦇🔊

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Wall Street loves to think on a 30–120 day timeframe. Kuppy explains why looking 2–3 years out is where the real edge is.

Wall Street loves to think on a 30–120 day timeframe. Kuppy explains why looking 2–3 years out is where the real edge is.

Excess Returns

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You saw something others didn’t. A market before it existed. A product before people understood it. A future before it became inevitable. At first, it felt impossible. Later, it felt obvious. Avalanche is for you: the builders turning ideas into products, markets, and companies that change how the world works. From institutions to garage start ups. Avalanche. Technology Built for Business. 🔺

You saw something others didn’t. A market before it existed. A product before people understood it. A future before it became inevitable. At first, it felt impossible. Later, it felt obvious. Avalanche is for you: the builders turning ideas into products, markets, and companies that change how the world works. From institutions to garage start ups. Avalanche. Technology Built for Business. 🔺

Avalanche🔺

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$AMZN stock has been punished for the $200B in capex planned for 2026, which will push free cash flow negative this year. Many investors see the spending, but not the timing. As Andy Jassy explained, the $200B being invested today will only start generating meaningful revenue after 18–24 months. This means we haven’t even seen the full impact of the 2025 capex yet. The capacity is being built now, but the revenue will come later. And despite this, $AMZN and other hyperscalers are already reporting outstanding earnings. Between the second half of 2027 and early 2028, the revenue and margin expansion will be massive. We are so early.

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PAUL TUDOR JONES WENT ON LIVE TV DURING THE 1987 CRASH AND CALLED EXACTLY WHAT WAS HAPPENING The Dow dropped 22% in a single day. The NYSE tape was delayed over 2 hours. Wall Street was in full panic. Jones had been trading it for two weeks. “The market is doing exactly what it always does: fooling 99.9% of people. Wall Street was uniformly unprepared for this magnitude of a drop. And of course that’s why you got it, because that is the nature of the market.” His advice to investors that day: “Everyone needs to get their house in order. Be prudent. Be conservative. Cut back on whatever speculative investments they have. The next few years will be a period of preservation.” He predicted the crash. He traded it. Then he went on TV and told everyone exactly what to do next.

PAUL TUDOR JONES WENT ON LIVE TV DURING THE 1987 CRASH AND CALLED EXACTLY WHAT WAS HAPPENING The Dow dropped 22% in a single day. The NYSE tape was delayed over 2 hours. Wall Street was in full panic. Jones had been trading it for two weeks. “The market is doing exactly what it always does: fooling 99.9% of people. Wall Street was uniformly unprepared for this magnitude of a drop. And of course that’s why you got it, because that is the nature of the market.” His advice to investors that day: “Everyone needs to get their house in order. Be prudent. Be conservative. Cut back on whatever speculative investments they have. The next few years will be a period of preservation.” He predicted the crash. He traded it. Then he went on TV and told everyone exactly what to do next.

WOLF

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🚨 SOMETHING VERY STRANGE IS HAPPENING SpaceX will go public tomorrow at a $1.75T valuation. The biggest IPO in market history. And Wall Street just changed the rules right before it happens. I've been trading for more than 15 years and have never seen them rewrite the rules so urgently: IPO access now lowered from $500,000 to $2,000 (-99.6% cut). That means millions of investors can suddenly enter a deal and buy shares tomorrow. One day before the most expensive IPO in history. And suddenly... SpaceX reserved up to 30% of the deal for regular investors. Three times the normal share. Why? Because retail investors need to buy what insiders sell. And here is the part most people are missing: SpaceX does not just create demand for SpaceX. It pulls liquidity out of everything else: - Retail sells stocks to chase the IPO. - Funds sell stocks to prepare for forced buying. - Brokers open access to generate demand. - Everyone needs cash at the same time. That is why the market is selling now. First, insiders create the hype. Then brokers open the gates. Then regular investors rush in. And by the time the crowd realizes what happened, the exit door is already closed. We’ve seen this before. 2000: Dotcom IPOs became the symbol of the bubble. Then Nasdaq collapsed 80%. 2021: SPACs, Coinbase, Robinhood, Rivian. Retail thought they were buying the future. They were buying the exit. Now the same playbook is back. Only this time, it is much bigger. When Wall Street cuts the entry ticket from $500K to $2K right before a $1.75T IPO, they are not giving retail a gift. They are creating buyers. Remember: Insiders need liquidity. Funds need allocation. The market needs a dream. And Wall Street needs someone to hold the bag. That is what tomorrow is really about. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

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The Right will confront Jews and minorities long before truly confronting women. Why? Because women make up 51% of the population. That’s a significant market share.

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“With comedy, the truth is always where the humor is. That’s why it doesn’t work for the Left." Susan Shelley brilliantly explains why Democrats are having such a hard time keeping up with Spencer Pratt.

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Why is bitcoin lagging while gold, silver, copper, and platinum continue to go higher? I break down the forces driving the metals rally, how Wall Street adoption has reshaped Bitcoin’s market structure, and why inflation expectations, global stability, and AI are influencing where capital flows today. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Bitcoin vs metals: what’s driving the divergence? 4:08 - Wall Street adoption & bitcoin’s market structure shift 7:52 - Bitcoin as a chaos & inflation hedge 11:30 – AI & competition for capital 12:39 - Final thoughts & long-term patience

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The redhead is autistic and they are friends. She was admiring her; that’s why the teacher did not intervene. Probably why it didn’t bother the little Black girl.

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