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INSANE BLUE GEM TRADEUP ft Mlons Csgo Tech-savvy 💸 BUYING SKINS 24/7

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🚨 Ep. 76 of Tokenized Podcast: How Do Tokenized Equities Work? Ft. BlackRock’s Head of Digital Assets Pet is joined by: 👉 Rob Hadick >|<, GP, Dragonfly >|< 👉 Robbie Mitchnick, Head of Digital Assets, BlackRock 👉 Noah Levine, Partner, a16z To discuss: 🗝️ Tokenization as an access story for investors 📊 Three categories of tokenized equity structures 💸 Transferability limits of whitelisted tokenized assets 🤝 NYSE and Securitize partner for 24/7 trading 🌐 Stablecoins evolving into new financial infrastructure 🏦 US regional banks build tokenized deposit network 🥊 Stablecoins vs tokenized deposits serve different users 📈 Privacy demand grows for capital markets onchain 🔮 Future market structure with fewer intermediaries *** Timestamps: 00:00 Introduction 02:17 Tokenization as an access story for investors 05:51 Three categories of tokenized equity structures 08:41 Transferability limits of whitelisted tokenized assets 11:21 NYSE and Securitize partner for 24/7 trading 15:00 Stablecoins evolving into new financial infrastructure 18:58 US regional banks build tokenized deposit network 24:21 Stablecoins vs tokenized deposits serve different users 25:42 Privacy demand grows for capital markets onchain 31:06 Future market structure with fewer intermediaries *** 👉𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳! 👈

Tokenized Podcast

12,328 views • 5 months ago

NEWSFLASH FOR THE UNEDUCATED ✨ Life COSTS money. 💸 COURT COST MONEY. Here’s a list of some things that ACTUALLY HAVE TO BE PAID FOR BY KAREN. With actually money. And no job DUE to STILL being in FULL TIME litigation fighting to clear her name for a crime she DIDN’T commit. 💰 Court fees: Complaint filing fee, service of process, motion fees, transcript fees, exhibit fees, appeal filing fees 💰 Discovery costs: Depositions, court reporters, video recording, transcripts, document production, e-discovery, subpoena 💰 Expert witness fees: Consultations, report writing, evidence review, testimony fees, travel/lodging, specialized testing 💰Investigation Costs: PI work, surveillance retrieval, background checks, scene inspections, consultants 💰 Trial Prep Costs: Demonstratives, exhibit boards, animations, mock juries, focus groups, trial tech setup 💰 Trial Day Costs: Attorney trial hours, expert appearance fees, daily transcripts, courtroom tech, witness travel 💰 Other Costs: Mediation, arbitration, courier fees, printing/copying, admin overhead 💰 Post-Trial Costs: Post-trial motions, appeal costs, judgment enforcement, collection efforts 💰 Attorney Costs: Attorney hourly rates, retainers, paralegal time, legal research databases, strategy meetings Here is also ONE OF MANY times she THANKED PEOPLE. Her FOCUS is on HER CASE. Her truth. Not your feelings of how it’s never good enough and you wish she would have baked a cake or went on a whore tour etc. GROW UP. REAL LIFE is happening outside of social media. #KarenRead didn’t ASK for anyone to frame her and put her life on blast and scrutinized 24/7.

Boston Brandi

20,554 views • 9 months ago

NEW: How 137 Ventures Built a 1%+ Position in SpaceX Over 16 Years Interview with Justin Fishner-Wolfson, Co-Founder & Managing Partner One of the most underrated investment stories in tech: a contrarian approach that built one of the most consequential ownership positions in the industry. 137 quietly accumulated SpaceX since 2011, investing over 2 dozen times & never sold a share. Today the firm runs $15B+ AUM, deployed $1.7B last year, holds positions in 40+ companies, & has backed nearly 60 portfolio companies in company’s history. Big names include: SpaceX, Palantir, Uber, Anduril, Cognition, Brex, Impulse Space, Gusto, Ramp, & Hadrian. The thesis, circa 2011: companies would stay private longer. That bet built into one of venture's largest SpaceX positions, accumulated through secondaries and tenders. We cover: - Early SpaceX conviction - Buying the tender cadence - Why secondary, why now - Companies over categories - Cash on cash discipline - Passing on foundational models - Impulse Series D 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Justin Fishner-Wolfson, Co-Founder & Managing Partner at 137 Ventures (00:51) The story of SpaceX (02:50) Why companies are staying private longer (04:15) What Liquidity actually means for Founders and Employees (05:38) Why he left Founders Fund to start from scratch (06:23) $240B Secondaries market (07:01) What made SpaceX a generational bet (07:52) How the Falcon 9 made the entire Space Industry obsolete (10:59) When Starlink became the obvious winner (13:29) How 137 Ventures turns Conviction into Compounding (14:09) Backing SpaceX alumni: the Impulse investment (14:32) Will the secondary market keep growing? (15:15) Companies vs. Categories (16:25) Separating AI hype from long-term durability (17:47) How 137 Ventures is structurally different from traditional VC (22:19) SpaceX made blue collar workers rich (23:24) Ownership percentage vs. Cash on cash returns (24:31) The most memorable moments (25:43) The Third Falcon 1 Launch (26:55) Why test failures are actually a good sign (28:32) The biggest lessons from Elon and Gwynne (29:07) What's next for 137 Ventures

Molly O’Shea

158,129 views • 2 months ago

Nobody in the history of prop firm trading has built what i built in 6 weeks with autonomous agents. Over 1,000,000 lines of code across 17 projects. Zero lines written manually. Claude Code and Codex did everything. I described what i wanted and the agents coded, compiled, debugged and deployed it while i was sleeping, eating, running, buying an apartment. The full list is insane and i still can't believe it. A trading dashboard that destroys every commercial tool in the industry. Prop firm simulator, hedge detection engine, correlation matrices, multi-portfolio simulation across firms, payout certificates. Built by one person from Romania in his apartment. Two autonomous backtesting bridges. NinjaTrader 8 and MetaTrader 5 running in parallel. They compile, debug, and backtest without me touching a single button. i wake up to new equity curves. A Meta EA with 12 strategies. Gold, Nasdaq, USDJPY, Bitcoin. Mean reversion, trend following, breakout.All running simultaneously in one script. Sharpe 2.17. a full hedge fund in a single file. An AI clone of myself answering support tickets on my premium community 24/7 in my exact voice. Trained on everything i ever said. it speaks every language and never sleeps. Voice control from anywhere in my apartment. Screenshot automation in 0.1ms. A phone bridge so i control my entire infrastructure from my pocket. A tweet engine scoring virality. 5 custom AI tools i designed from scratch. 9,000 in prop firm fees turned into 130,000+ in payouts in the last 6 months. 41% CAGR verified with private investor capital. 74 premium members at 80/month. Show me one person who did more in 6 weeks. I will wait.

ZenomTrader

29,573 views • 5 months ago

BREAKING: Commure Hits a $7 Billion Valuation Announcing $70M in new funding led by General Catalyst, with Sequoia & Morgan Stanley Total funding to date: $750M Interview with CEO Tanay Tandon Commure is becoming one of the largest AI infrastructure platforms in healthcare: → 500+ healthcare organizations → 3,000+ sites of care → 200M+ patient encounters annually → Tens of billions (!!) in annual claims processed → 85%+ of revenue cycle work completed autonomously → ARR doubled 3 years in a row → 1,200 employees globally Commure says its AI agents are automating documentation, coding, billing, denials, appeals, scheduling, & revenue cycle workflows across hospitals & physician groups. P.S. Tanay (Tanay Tandon) started the company at 18. “Point solutions are going to d*e.” Sequoia Capital Alfred Lin General Catalyst Hemant Taneja 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Tanay Tandon, Co-Founder & CEO, Commure (01:03) The $70M R&D Sprint (03:45) Rockefeller's funding playbook beats dilutive VC (05:42) Tokens killing SaaS margins (07:14) Going public is the plan (07:40) Automating healthcare’s back office (11:02) Scaling Commure’s engine (11:49) Partnering with Epic (13:06) Why healthcare point solutions will be d*ad in 3 years? (16:42) Learnings from the AWS-CIA deal (19:13) Going to zero rollouts overnight (22:23) Nuking malpractice premiums with AI (23:52) Winning HCA’s trust (26:27) Saving burned out doctors (28:24) Buying a bankrupt hospital (32:30) Ending healthcare interop (35:41) The viral hiring email ft. Alfred Lin (38:23) Acquiring for distribution (45:13) Free blood samples? (47:19) The Stanford hacker who became an enterprise sales rep (48:21) The cargo shorts fiasco (53:57) American healthcare isn't broken (55:28) The agentic healthcare takeover

Molly O’Shea

338,714 views • 3 months ago

BREAKING: $2.5 trillion just got wiped from global markets in 24 hours. Bitcoin crashed below $60,000. The Nasdaq dropped 4% in a single session. And every retail trader's feed is full of people posting their losses in real time... Bitcoin fell from $78,000 to $59,300 in 5 days. A 24% drop in under a week. $1.5 billion in leveraged crypto positions got liquidated in 24 hours. Long positions made up $1.28 billion of that. The fourth time in 5 days that daily liquidations crossed $1 billion. US spot Bitcoin ETFs have now posted 11 consecutive days of outflows. $3.5 billion pulled out by institutions in less than two weeks. Then the equity side cracked. Broadcom dropped 13%. Micron dropped 9.5%. SanDisk dropped 11%. Western Digital dropped 8.5%. Roughly $1 trillion in market cap erased from semiconductors alone. Strategy, the largest corporate Bitcoin holder on earth, dropped 10% after disclosing its first Bitcoin sale in years. 32 coins. $2.5 million. A rounding error against their $59 billion stack. It didn't matter. When the maximalist sells one coin, everybody else hears permission to dump everything. Now here's what actually triggered all of this. The May jobs report came in too strong. 172,000 new jobs against an 85,000 estimate. Prior months revised up by another 93,000. That single data point killed the rate cut narrative. If the economy is too strong, the Fed doesn't cut. If the Fed doesn't cut, risk assets get repriced. Crypto first. Tech stocks second. Everything else last. The entire rally of the past 12 months was built on one assumption. Rates are coming down. That assumption got vaporized in one report. And the market reacted exactly the way it always reacts: Panic. Right now Twitter is full of people posting their losses. "Down $40,000 this week." "Sold my entire crypto position." "Out of the market until things calm down." This is the exact moment retail always loses. Not because the market crashed. Because they're making decisions while watching the crash happen in real time. Every single one of these crashes follows the same pattern. October 2025: $19 billion in liquidations. The biggest wipeout in crypto history. Bitcoin made a new all-time high three weeks later. March 2026: S&P 500 dropped 7% on the Iran war. Retail panic sold at the bottom. The index recovered to a new all-time high in 18 days. February 2026: Bitcoin dropped 15% in one day. Two days later it had bounced 11%. Same script. Every time. The crash creates the opportunity. The panic transfers the assets. The people who sell at the bottom always fund the returns of the people who don't. Here's what's actually different this time: Crypto is no longer separate from equities. Bitcoin used to be the "uncorrelated asset." That story died this week. Bitcoin moved down with the Nasdaq. Down with semis. Down with tech. Down with everything. The diversification most retail investors thought they had? They never had it. They held the same trade in three different wrappers. A Nasdaq ETF. A Bitcoin position. A pile of tech stocks. All three crashed together because all three were the same bet on cheap money. This is the moment that exposes who has a system and who was just riding a narrative. The narrative investor sees their feed full of losses and panics. They sell at the bottom. They sit in cash through the recovery. They buy back in 6 months later when the headlines feel safe again. They have already locked in the worst possible outcome. The systematic investor sees the same feed and doesn't react. Because the system already decided what to do at every price level before today happened. Surmount was built for exactly this moment. Automated, rules-based strategies that execute when the market crashes, not when your emotions do. No panic selling. No FOMO buying. Just rules. Running. While everyone else is screenshotting their losses.

Surmount

48,046 views • 2 months ago

Episode 18 of the @TradingPlacesPod featuring James Riney from Coral Capital is out now! This week: Dave McClure and Aman Verjee kick off 2026 with their macroeconomic predictions (GDP growth, Fed rate cuts, and tax refunds), break down the IPO market outlook (SpaceX at $1.6T?!, OpenAI, Anthropic, Databricks), and dive deep into the secondary market dynamics for companies that won't go public in 2026. Plus, we explore the private Mag 7 vs. public Mag 7 in our [valuation corner] to answer the big question: where would you rather be—public or private markets? Then, Dave sits down with James Riney🐠Coral Capital, founder and managing partner of Coral Capital in Tokyo, Japan. James shares how he went from J.P. Morgan to founding one of Japan's largest crypto exchanges (Coin Check) to launching 500 Startups Japan (now Coral Capital) at age 26. They discuss Japan's explosive VC growth (from $700M to $7-10B annually), the rise of "hidden unicorns" (companies that IPO'd before hitting $1B), why secondaries weren't a thing in Japan until recently, and Coral's massive $100M secondary sale in SmartHR—the largest secondary exit ever in Japan that returned 6X on their fund while still holding half their stake. [ timestamps ] 00:00 – cold open 01:07 – [ tech & vc news ] 01:29 – macro growth picture 🖼️ 07:40 – 2026 IPO predictions 🔮 10:24 – 2ndry market game plan 🏈 16:43 – NVIDIA gives Groq Inc $20B 💰 22:00 – SoftBank buys DigitalBridge $4B 🌉 23:01 – Google acquires Intersect $4.75B 💸 25:42 – Meta hands Manus $2B 👋 27:25 – hot IPO Market in China 31:35 – [ intvw: James Riney / Coral Capital ] 31:46 – $100M 2ndry sale of SmartHR 🧠 34:44 – Japanese founding story 🏯 36:15 – Japan startup scene 🇯🇵 41:35 – Coral Capital strategy 🪸 43:54 – China vs Japan vs USA 🌏 1:13:59 – [ val corner: mag7 public vs private ] 1:13:59 – public mag7 analysis 🔔 1:18:38 – Tesla Elon Musk magic 🪄 1:22:00 – private mag7 deep dive 🕵️ 1:27:10 – 2026 2ndry strategy 🧐 1:30:51 – second takes Pod highlights this week: -2026 macro setup is strong: 4% GDP growth, Fed quantitative easing starting, and the biggest tax refunds ever hitting Q1 (tips, social security, overtime exemptions) -IPO predictions: SpaceX targeting $1.6T valuation, OpenAI and Anthropic likely to go public, plus Databricks, Stripe, Canva, Kraken in the mix -Private market reality check: top 10 AI companies getting all the attention, but the real secondary opportunities are in the next 200-300 companies trading at discounts -Nvidia's shopping spree: $20B for Groq (talent + inference tech), $100B in annual free cash flow to deploy—expect more acquisitions -Japan VC market exploded: from $700M (2015) to $7-10B today, with companies IPO'ing at series B/C stage instead of staying private for 12 years -SmartHR secondary: Coral Capital's $100M sale to General Atlantic = largest secondary in Japan history, 6X return on fund, still holding half their stake for the IPO -Hidden unicorns in Japan: 42+ companies hit $1B valuation within 12 years but were already public—so they don't count in "unicorn" stats (definition = private company) -Why secondaries are new in Japan: companies used to IPO at $60M revenue (series B/C stage), so no need for secondary liquidity—but now top companies raising $100M+ private rounds and staying private longer -Valuation corner showdown: Public Mag 7 trading at 7-10X revenue with profits; Private Mag 7 top tier (OpenAI, Anthropic, xAI) at 20-30X revenue with no profits—priced for perfection -Dave's take: avoid the froth at the top (OpenAI, Anthropic, SpaceX), hunt for value in second-tier private companies (Canva at 7X revenue, Databricks at 20X revenue) trading at discounts outside organized tender windows -James Riney's journey: from 26-year-old startup founder to launching 500 Startups Japan (now Coral Capital) to closing the largest secondary in Japanese VC history -US-Japan partnership thesis: Japan is the largest foreign investor in the US ($500B+), critical manufacturing ally in the China pullback, and Coral Capital now investing in US companies that can win Japan

trading places

23,864 views • 7 months ago