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. Haseeb ＞|＜ breaks down why he's still defending Ethereum and Solana when everyone else gave up "Markets have two regimes. First regime is cash flow - I don't care what your story is. Show me the money." "Then there's a second regime - the growth regime. I don't... show more

MR SHIFT 🦁

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17,324 次观看 • 1 个月前 •via X (Twitter)

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. Haseeb ＞|＜ explains why Hyperliquid is rare - it has both the growth story and the cash flows "The reason Hyperliquid has been so successful is that it's both. There is a very credible and demonstrable growth story - not just that it's grown so much in market share, it's also expanded the market itself for onchain perps." "Trade XYZ alone, which is their HIP-3 markets, is bigger than the sixth and seventh biggest perp dexes just by themselves. Just that one product is bigger than all these other perp dexes." "They buy and burn their token, they have enormous amounts of cash flow - hundreds of millions of dollars every year. The revenue plus the growth story is what makes it such an explosive asset. Having those two together is very rare." Dragonfly ＞|＜

. Haseeb ＞|＜ explains why Hyperliquid is rare - it has both the growth story and the cash flows "The reason Hyperliquid has been so successful is that it's both. There is a very credible and demonstrable growth story - not just that it's grown so much in market share, it's also expanded the market itself for onchain perps." "Trade XYZ alone, which is their HIP-3 markets, is bigger than the sixth and seventh biggest perp dexes just by themselves. Just that one product is bigger than all these other perp dexes." "They buy and burn their token, they have enormous amounts of cash flow - hundreds of millions of dollars every year. The revenue plus the growth story is what makes it such an explosive asset. Having those two together is very rare." Dragonfly ＞|＜

MR SHIFT 🦁

23,419 次观看 • 29 天前

Sequoia’s Shaun Maguire says Silicon Valley is undergoing a "Copernican" shift and waking up to the fact that it revolves around a set of much larger industries, not the other way around: "In Silicon Valley, [there's] almost this Copernican principle — where people used to believe that the world revolved around the Earth, then realized that it revolves around the sun." "There's a Silicon Valley parallel where people think that all of technology, all of industry, revolves around Silicon Valley, but it's actually kind of the opposite." "Silicon Valley is Earth, and there are these much bigger forces and bodies, which include energy, the chemical industry, these giant supply chains, and the semiconductor industry, which has been around for a very long time. It was pretty advanced, and people in Silicon Valley forgot about it." "I don't like the language of other industries pivoting into AI. I actually think it's the opposite." "I think it's like Silicon Valley is waking up from its toddlerhood and realizing that there were these giant industries that we underestimated, and they're actually really freaking good at what they do. And we can all benefit by working together."

Sequoia’s Shaun Maguire says Silicon Valley is undergoing a "Copernican" shift and waking up to the fact that it revolves around a set of much larger industries, not the other way around: "In Silicon Valley, [there's] almost this Copernican principle — where people used to believe that the world revolved around the Earth, then realized that it revolves around the sun." "There's a Silicon Valley parallel where people think that all of technology, all of industry, revolves around Silicon Valley, but it's actually kind of the opposite." "Silicon Valley is Earth, and there are these much bigger forces and bodies, which include energy, the chemical industry, these giant supply chains, and the semiconductor industry, which has been around for a very long time. It was pretty advanced, and people in Silicon Valley forgot about it." "I don't like the language of other industries pivoting into AI. I actually think it's the opposite." "I think it's like Silicon Valley is waking up from its toddlerhood and realizing that there were these giant industries that we underestimated, and they're actually really freaking good at what they do. And we can all benefit by working together."

TBPN

238,386 次观看 • 4 个月前

🇺🇸 LINDA YACCARINO: GEN Z IS DRIVING THE GROWTH AT X RIGHT NOW “For the last two years, we have truly built the Everything app. It's video. I don't know how many people know this, but the extraordinary growth that's happening at X right now is being driven by Gen Z. Gen Z, because of that explosive growth in video that's up 40 percent versus a year ago, is what's driving the growth. And Gen Z by 2030 is gonna have a 36 trillion dollar spending power.” Source: Axios Linda Yaccarino Elon Musk

🇺🇸 LINDA YACCARINO: GEN Z IS DRIVING THE GROWTH AT X RIGHT NOW “For the last two years, we have truly built the Everything app. It's video. I don't know how many people know this, but the extraordinary growth that's happening at X right now is being driven by Gen Z. Gen Z, because of that explosive growth in video that's up 40 percent versus a year ago, is what's driving the growth. And Gen Z by 2030 is gonna have a 36 trillion dollar spending power.” Source: Axios Linda Yaccarino Elon Musk

Mario Nawfal

114,870 次观看 • 1 年前

This is the regime that people on this platform defend. This is the regime that people on this platform play a game of moral equivalence about. This is evil. I don’t care what anyone says, this right here is not a regime capable of anything but death and destruction. Imagine how brainwashed you have to be to not understand that.

This is the regime that people on this platform defend. This is the regime that people on this platform play a game of moral equivalence about. This is evil. I don’t care what anyone says, this right here is not a regime capable of anything but death and destruction. Imagine how brainwashed you have to be to not understand that.

Insurrection Barbie

20,933 次观看 • 1 个月前

Elon Musk is a unique individual. Think about the achievements he's made and all of the different industries he's involved in that express the technical might of America. Trump wants to be close to that. The whole administration was part of that story, and frankly, so do the Chinese. I keep saying this about Trump, and I say this about Elon Musk, ignore the noise. Focus on the signal. It's not easy to do in the world we live in. I'm an investor. I don't care about noise. I don't care about the, the tiff these two are having right now. It's irrelevant. I focus on the signal. Do I stay long Tesla? Yes.

Elon Musk is a unique individual. Think about the achievements he's made and all of the different industries he's involved in that express the technical might of America. Trump wants to be close to that. The whole administration was part of that story, and frankly, so do the Chinese. I keep saying this about Trump, and I say this about Elon Musk, ignore the noise. Focus on the signal. It's not easy to do in the world we live in. I'm an investor. I don't care about noise. I don't care about the, the tiff these two are having right now. It's irrelevant. I focus on the signal. Do I stay long Tesla? Yes.

Kevin O'Leary aka Mr. Wonderful

78,134 次观看 • 1 年前

Chris Camillo on how he turned $20,000 into $80,000,000 by ignoring everything Wall Street cares about "I don't give a crap about anything that anybody else is doing in the investing world. I don't care about interest rates, forex, currencies, bond yields. I only trade social narratives. I've had no friends in my world. No one to relate to." "How did I generate 70% returns for 18 years? You don't understand how weak the competition is in equity markets. You don't understand how slow hedge funds are. You really don't understand how much of a herd mentality is in this space. They're smart technically, they have access to tens of billions of dollars and infinite resources, but none of that matters. They don't know what the hell they're doing." "If you're a normal human that doesn't have to report to a conventional office on Wall Street every day with a bunch of suits and protect your job, this market is rigged for you, not against you. And nobody ever believes me when I say that."

Chris Camillo on how he turned $20,000 into $80,000,000 by ignoring everything Wall Street cares about "I don't give a crap about anything that anybody else is doing in the investing world. I don't care about interest rates, forex, currencies, bond yields. I only trade social narratives. I've had no friends in my world. No one to relate to." "How did I generate 70% returns for 18 years? You don't understand how weak the competition is in equity markets. You don't understand how slow hedge funds are. You really don't understand how much of a herd mentality is in this space. They're smart technically, they have access to tens of billions of dollars and infinite resources, but none of that matters. They don't know what the hell they're doing." "If you're a normal human that doesn't have to report to a conventional office on Wall Street every day with a bunch of suits and protect your job, this market is rigged for you, not against you. And nobody ever believes me when I say that."

Kai

381,704 次观看 • 2 个月前

🚨TRUMP: "This is the weave. They used to say I ramble. I don't ramble. I do a weave. Do you know what a weave is? It's a story. And as you're telling the story you realize there's a little offshoot. The key is that you have to come back. Then you do another weave. Then sometimes you do a weave off of a weave. And then you go back. It's called the weave." "You always have to end up in the right place or else you're rambling. But no, I have a very fertile brain. It's the weave, you can cover like 15 subplots, but then you get down to the final answer."

🚨TRUMP: "This is the weave. They used to say I ramble. I don't ramble. I do a weave. Do you know what a weave is? It's a story. And as you're telling the story you realize there's a little offshoot. The key is that you have to come back. Then you do another weave. Then sometimes you do a weave off of a weave. And then you go back. It's called the weave." "You always have to end up in the right place or else you're rambling. But no, I have a very fertile brain. It's the weave, you can cover like 15 subplots, but then you get down to the final answer."

Autism Capital 🧩

302,567 次观看 • 1 年前

Nick Bilton just became executive producer of 60 Minutes. His framework for what makes a story worth telling: 1) Big story about something small: "An Inconvenient Truth is a huge story about climate change, but it makes it personal. If I don't drive a Range Rover, I can have an impact." 2) Small story about something big: "Tiger King was a small story about people who collect exotic cats. Really, it's about the American dream and business." "There is no story in the middle. They exist, but they're fucking terrible."

Nick Bilton just became executive producer of 60 Minutes. His framework for what makes a story worth telling: 1) Big story about something small: "An Inconvenient Truth is a huge story about climate change, but it makes it personal. If I don't drive a Range Rover, I can have an impact." 2) Small story about something big: "Tiger King was a small story about people who collect exotic cats. Really, it's about the American dream and business." "There is no story in the middle. They exist, but they're fucking terrible."

David Perell Clips

14,778 次观看 • 2 个月前

REPORTER: Why do you think your supporters in particular have been so interested in the Epstein story? TRUMP: I don't understand it. He's dead for a long time. He was never a big factor in terms of life. I don't understand what the interest and fascination is. The credible information has been given. It's pretty boring stuff.

REPORTER: Why do you think your supporters in particular have been so interested in the Epstein story? TRUMP: I don't understand it. He's dead for a long time. He was never a big factor in terms of life. I don't understand what the interest and fascination is. The credible information has been given. It's pretty boring stuff.

Aaron Rupar

615,430 次观看 • 1 年前

🚨NEW: Mark Halperin *RIPS* NYT for omitting key voices from new Biden autopen article🚨 "Biden is now taking the position that he could delegate pardons, right? That's the position they took in the story." "So what do law professors think about that? What do Republicans think about that?" "It's absent from the story. I don't understand that as a matter of journalism." "And I guarantee you if it were a Republican, they'd have both those things." "They'd have some hysterical law professor saying this is an impeachable offense. And they'd have a Republican saying this needs to be investigated." "It's absent from the story. It's madness!" Daily Caller

🚨NEW: Mark Halperin RIPS NYT for omitting key voices from new Biden autopen article🚨 "Biden is now taking the position that he could delegate pardons, right? That's the position they took in the story." "So what do law professors think about that? What do Republicans think about that?" "It's absent from the story. I don't understand that as a matter of journalism." "And I guarantee you if it were a Republican, they'd have both those things." "They'd have some hysterical law professor saying this is an impeachable offense. And they'd have a Republican saying this needs to be investigated." "It's absent from the story. It's madness!" Daily Caller

Jason Cohen 🇺🇸

105,184 次观看 • 1 年前

Alex Jones: "This is a new Trump and it's so unhinged. He's the guy that had all these countless bankruptcies for casinos and hotels and you know, basically these pump and dumps…I don't, at the end of the day, care what Trump thinks about me."

Alex Jones: "This is a new Trump and it's so unhinged. He's the guy that had all these countless bankruptcies for casinos and hotels and you know, basically these pump and dumps…I don't, at the end of the day, care what Trump thinks about me."

Cesspool

67,420 次观看 • 3 个月前

Trump: Now they'll say all these stories are terrible. Well, these stories have, you know, you heard my story in the boat with the shark, right? I got killed on that. They thought I was rambling. I'm not rambling. We can't get the boat to float. The battery is so heavy. So then I start talking about asking questions. You know, I have an, I had an uncle who was a great professor at MIT for many years, long, I think the longest tenure ever. Very smart, had three different degrees and you know, so I have an aptitude for things. You know, there is such a thing as an aptitude. I said, well, what would happen if this boat is so heavy and started to sink and you're on the top of the boat. Do you get electrocuted or not? In other words, the boat is going down and you're on the top, will the electric currents flow through the water and wipe you out? And let's say there's a shark about 10 yards over there. Would I have to immediately abandon or could I ride the electric down and he said, sir, nobody's ever asked us that question. But sir, I don't know. I said, well, I want to know because I guarantee you one thing, I don't care what happens. I'm staying with the electric, I'm not getting over with it. So I tell that story. And the fake news they go, he told this crazy story with electric. It's actually not crazy. It's sort of a smart story, right? Sort of like, you know, it's like the snake, it's a smart when you, you figure what you're leaving in, right? You're bringing it in the, you know, the snake, right? The snake and the snake. I tell that and they do the same thing

Trump: Now they'll say all these stories are terrible. Well, these stories have, you know, you heard my story in the boat with the shark, right? I got killed on that. They thought I was rambling. I'm not rambling. We can't get the boat to float. The battery is so heavy. So then I start talking about asking questions. You know, I have an, I had an uncle who was a great professor at MIT for many years, long, I think the longest tenure ever. Very smart, had three different degrees and you know, so I have an aptitude for things. You know, there is such a thing as an aptitude. I said, well, what would happen if this boat is so heavy and started to sink and you're on the top of the boat. Do you get electrocuted or not? In other words, the boat is going down and you're on the top, will the electric currents flow through the water and wipe you out? And let's say there's a shark about 10 yards over there. Would I have to immediately abandon or could I ride the electric down and he said, sir, nobody's ever asked us that question. But sir, I don't know. I said, well, I want to know because I guarantee you one thing, I don't care what happens. I'm staying with the electric, I'm not getting over with it. So I tell that story. And the fake news they go, he told this crazy story with electric. It's actually not crazy. It's sort of a smart story, right? Sort of like, you know, it's like the snake, it's a smart when you, you figure what you're leaving in, right? You're bringing it in the, you know, the snake, right? The snake and the snake. I tell that and they do the same thing

Headquarters

2,056,563 次观看 • 2 年前

There's a simple formula underneath every economy on earth: GDP growth = population growth + productivity growth + debt growth More workers, more output per worker, or more borrowing. That's all growth has ever been. When the first two stall, debt steps in to fill the gap, which grows the economy now by stealing from the future. The problem is that the trend rate of growth has been falling for decades, in the US and every developed economy. It now sits around 1.75%. The reason is the part you can't change. The working-age population is shrinking. Fewer workers means a lower ceiling on growth, no matter what anyone does about it. So the economy leans harder and harder on the one lever that's left. Debt. And that's where the real story begins.

There's a simple formula underneath every economy on earth: GDP growth = population growth + productivity growth + debt growth More workers, more output per worker, or more borrowing. That's all growth has ever been. When the first two stall, debt steps in to fill the gap, which grows the economy now by stealing from the future. The problem is that the trend rate of growth has been falling for decades, in the US and every developed economy. It now sits around 1.75%. The reason is the part you can't change. The working-age population is shrinking. Fewer workers means a lower ceiling on growth, no matter what anyone does about it. So the economy leans harder and harder on the one lever that's left. Debt. And that's where the real story begins.

Raoul Pal

148,880 次观看 • 25 天前

Groyper defends Cuban shithole communist regime because they don't have a ''JEWISH ROTHSCHILD CENTRAL BANK'' DREW: I want the West to tighten the noose around these communist regimes, these dictators. Knock out the low hanging fruit, one by one. Maduro, Cuba, Iran. WILL: so the Rothschilds get their central banks in every single country. Rothschilds don't even have Venezuela, Cuba, Iran, Argentina. DREW: So you're going to defend these shithole communist regimes cause Cuba doesn't have a Le Rothschild bank? WILL: No, I'm just not gonna, I'm not gonna support Rothschild domination when they dominate Australia. And that's our issue too. DREW: Cuba is a communist regime. It's not about Rothschilds or whatever. They're a disgusting communist regime.

Groyper defends Cuban shithole communist regime because they don't have a ''JEWISH ROTHSCHILD CENTRAL BANK'' DREW: I want the West to tighten the noose around these communist regimes, these dictators. Knock out the low hanging fruit, one by one. Maduro, Cuba, Iran. WILL: so the Rothschilds get their central banks in every single country. Rothschilds don't even have Venezuela, Cuba, Iran, Argentina. DREW: So you're going to defend these shithole communist regimes cause Cuba doesn't have a Le Rothschild bank? WILL: No, I'm just not gonna, I'm not gonna support Rothschild domination when they dominate Australia. And that's our issue too. DREW: Cuba is a communist regime. It's not about Rothschilds or whatever. They're a disgusting communist regime.

Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼

19,342 次观看 • 4 个月前

"I could see the growth of the stablecoin market dramatically eclipsing the growth of the euro dollar market. And so over time, you've kind of got these parallel systems and the new system is kind of cannibalizing the old system. But I also think, from a government's perspective, you don't want it all just to disappear because of some blackout or some. So I think physical currency is still going to exist. One of the ways that they fund these black projects is through cash because it's not traceable, right? I don't think that the Pentagon wants to put all of their transactions on the blockchain that everybody can see. It's almost like a belt in suspenders. They're going to have kind of redundant systems. And so one system is physical cash. Another system is gold. Another system is the traditional euro dollar market. And the newest system is this US dollar stablecoin. So it's a number of different systems through which you can deliver the same value." Santiago Capital of 💰 🔗

"I could see the growth of the stablecoin market dramatically eclipsing the growth of the euro dollar market. And so over time, you've kind of got these parallel systems and the new system is kind of cannibalizing the old system. But I also think, from a government's perspective, you don't want it all just to disappear because of some blackout or some. So I think physical currency is still going to exist. One of the ways that they fund these black projects is through cash because it's not traceable, right? I don't think that the Pentagon wants to put all of their transactions on the blockchain that everybody can see. It's almost like a belt in suspenders. They're going to have kind of redundant systems. And so one system is physical cash. Another system is gold. Another system is the traditional euro dollar market. And the newest system is this US dollar stablecoin. So it's a number of different systems through which you can deliver the same value." Santiago Capital of 💰 🔗

Geopolitics & Empire

18,942 次观看 • 6 个月前

🚨NEW: Chris Cuomo *TORCHES* WSJ over Trump-Epstein story🚨 "I get that he's p*ssed off. And he's not wrong. This Wall Street Journal piece is a hack job!" "He says he didn't write the birthday letter that they're ascribing to him to Epstein for his 50th birthday. I mean, it's so stupid!" "The Epstein story is about abusing kids who didn't have the power or agency to do anything about it, that rich and powerful people may have known it was going on — and they got away with it." "That's the story! It's not that Trump liked a scumbag." "It doesn't move the needle in the country." "The letter is meaningless! You put out the piece anyway. And there's no light on what really matters." Daily Caller

🚨NEW: Chris Cuomo TORCHES WSJ over Trump-Epstein story🚨 "I get that he's p*ssed off. And he's not wrong. This Wall Street Journal piece is a hack job!" "He says he didn't write the birthday letter that they're ascribing to him to Epstein for his 50th birthday. I mean, it's so stupid!" "The Epstein story is about abusing kids who didn't have the power or agency to do anything about it, that rich and powerful people may have known it was going on — and they got away with it." "That's the story! It's not that Trump liked a scumbag." "It doesn't move the needle in the country." "The letter is meaningless! You put out the piece anyway. And there's no light on what really matters." Daily Caller

Jason Cohen 🇺🇸

265,511 次观看 • 1 年前

Here's how to tell a better story at your next dinner conversation. Tom Segura calls it the "way in" "One of the big things people always talk about when doing standup is having a story but wondering about the 'way in.' The reason for telling a story is often as important, if not more so, than the story itself. You could just say, 'One time, I was almost the spokesman for Subway. Here's what happened.' But on stage, I started by saying, 'I'm so grateful to be performing here. I thought the highlight of my career was when I booked the campaign to be the spokesman for Subway.' Right there, you give yourself a reason to tell the story. You have a story, but you need to figure out your way in. Figure out a reason for saying it. Don't get lazy about those moments; figure out why." The way into a story is by tying it to stakes; the stakes are what make the person across from you lean in and ask, "What happened?"

Here's how to tell a better story at your next dinner conversation. Tom Segura calls it the "way in" "One of the big things people always talk about when doing standup is having a story but wondering about the 'way in.' The reason for telling a story is often as important, if not more so, than the story itself. You could just say, 'One time, I was almost the spokesman for Subway. Here's what happened.' But on stage, I started by saying, 'I'm so grateful to be performing here. I thought the highlight of my career was when I booked the campaign to be the spokesman for Subway.' Right there, you give yourself a reason to tell the story. You have a story, but you need to figure out your way in. Figure out a reason for saying it. Don't get lazy about those moments; figure out why." The way into a story is by tying it to stakes; the stakes are what make the person across from you lean in and ask, "What happened?"

How I Write Clips

172,328 次观看 • 2 个月前

LeBron James' response, in part, when asked how he feels support and appreciation has been from Lakers' ownership in the latter stages of his tenure in LAL in light of ESPN's story yesterday: "Quite frankly, I don't really get involved in that, or the reports, or whatever the case may be, I've seen a lot of it, obviously. I don't really care about the reports, to be honest...quite frankly, I don't really care about articles. I really don't. I don't care about stories. I don't care about podcasts and all that type of s---. They don't bother me. I'm 41 years old and I watch golf every day. I don't care about an article. I don't care how somebody feel about me. If you know me personally, then you know what I'm about. These guys know what I'm about, and that's all that matters. I can care less how somebody feel about me."

LeBron James' response, in part, when asked how he feels support and appreciation has been from Lakers' ownership in the latter stages of his tenure in LAL in light of ESPN's story yesterday: "Quite frankly, I don't really get involved in that, or the reports, or whatever the case may be, I've seen a lot of it, obviously. I don't really care about the reports, to be honest...quite frankly, I don't really care about articles. I really don't. I don't care about stories. I don't care about podcasts and all that type of s---. They don't bother me. I'm 41 years old and I watch golf every day. I don't care about an article. I don't care how somebody feel about me. If you know me personally, then you know what I'm about. These guys know what I'm about, and that's all that matters. I can care less how somebody feel about me."

Khobi Price

94,061 次观看 • 6 个月前