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TCG expert explains why you should fully AVOID the modern Pokémon market “Do NOT dabble into the modern Pokémon market, they print 100s of thousands of copies of these cards and they are going for thousands of dollars right off the gate” “If you think that is a smart...

27,348 次观看 • 1 个月前 •via X (Twitter)

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Mark Zuckerberg paid $500 million dollars during the 2020 election in Swing States and “captured the county clerks and the Secretaries of States in these states” to ensure they were flooded with ballot drop boxes “What happened in the 2020 election?l “Oh, I think it was rigged” “Mark Zuckerberg investing $500 million in a Get Out the Democrat vote campaign. And they focused on the, on the swing states, Wisconsin, Minnesota, Michigan, Pennsylvania, Georgia, Arizona. They focused in, what they did is they basically did what I would refer to as agency capture. They went in and they captured the, the county clerks and the secretaries of States in these states. They basically said, we have a get out the Vote campaign program, and if you will implement it exactly the way that we say that you must implement it. We will give you massive amounts of money to run your elections, But if you do not run it the way that we say, then we can claw all that money back. Well, think about it, if you're a small county in Wisconsin and you get $300,000 from Mark Zuckerberg's Foundation to make sure that there are drop boxes in your, in your Democrat heavy areas, — if you do not carry out, you take that money, you sign that contract and you do not do exactly what that foundation said, you were gonna have to use public money to pay it back, you most likely would've ended up in prison.” So flood our swing states with drop boxes they can put unlimited amounts of fraudulent mail in ballots in or we will throw you in prison…. Mark Zuckerberg can NEVER be trusted. He rigged the 2020 election “That's just one example of the way that the election was rigged. The Mark Zuckerberg money was huge.”

Wall Street Apes

407,912 次观看 • 1 年前

Chamath’s 2026 IPO Advice: Get Public Fast or Get Left Behind Jason: “ What are your thoughts here on the flurry of potential IPOs?” Chamath: “I think that we have a bit of a risk problem. If you think about appetite as equivalent to a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful, your eyes are bigger than your stomach. And I think in a moment like that, you want to be the one that is consumed first. And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.” Jason: “Plate fills up. Yeah.” Chamath: “And if you use that analogy, I think the reason why people's plates will get full is probably twofold and maybe threefold. The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety. We have a lot of these really important financial moments tied to this concept of AGI, ASI. We have a real pricing problem. If AGI is real, the durability of most companies is slim to none. If AGI is not real, then the fundraising capacity of these companies that are now raising hundreds of billions of dollars needs to get questioned and inspected thoroughly. History will sort out which one is right, but both cannot be right. So in that vein, I don't think we're going to have this “blockbuster” stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great, and then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb, incrementally, trillions of dollars of new demand. And if you think about it, where is it going to come from? Is it going to come from the sidelines? I don't know, I think it's more of a reallocation exercise. But if you look at the S&P, well, most people are now defensively moving away from these kinds of things, towards the things that are more protected, what the industry calls HALO, right? Those things trade for zero today. You could buy hundreds of millions of dollars a year of cashflow for 2-5x right now in the stock market. And so why are you going to go way out on the risk curve and buy something at 200x revenue, let alone earnings? I'm more in the camp of, I think it's good to be first, it’s pretty decent to be second, but if I were you, I would get the heck out, and get public, and get your money, and fortify your balance sheet ASAP, because I think the risk builds the further down the IPO chain you're in.”

The All-In Podcast

61,917 次观看 • 3 个月前