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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... show more

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Conducting a sector analysis in order to set up a bullish trade for $FXC There have been some huge trades outside of #crypto and $BTC and the rotation in August has seen some of these stocks double in price as the trend has been so powerful (as powerful as the downtrend has been in the alt coin market). This is why in DC I have posted bullish trade after bullish trade outside of that market. If you want to take this seriously, then you need to focus on a range of markets and follow the money. If you are only fixated on an alt coin and looking to influencers for help, then well that is not going to help. Only you can help you. These video updates are for educational purposes only and should never be considered as investment or trading advice. Always make your own trade plan and take ownership. As always, thanks to those who support the feed.

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Chris Camillo explains why Pokémon cards might keep going up for decades “I’ve always believed that Pokémon and an IP similar to Pokémon for a collector is where it’s at” “Unlike other collectibles, it’s not set in a period of time where you have a peak where the people that were really into that baseball player or football player hit peak wealth and drive the market up and then the next generation has less of an appreciation for that player, like with sports cards” “I think Pokémon’s fascinating because they reinvent themselves for each generation. So it’s one of these really rare collectibles that has cross-generational demand” “You can make a case that the Pokémon market could stay healthy and continue to drive forward for a very long time” “I’m not saying it will but there’s certainly a thesis there that has data to back that up” “So the Pokémon collectors might not be as crazy as you think they are”

Chris Camillo explains why Pokémon cards might keep going up for decades “I’ve always believed that Pokémon and an IP similar to Pokémon for a collector is where it’s at” “Unlike other collectibles, it’s not set in a period of time where you have a peak where the people that were really into that baseball player or football player hit peak wealth and drive the market up and then the next generation has less of an appreciation for that player, like with sports cards” “I think Pokémon’s fascinating because they reinvent themselves for each generation. So it’s one of these really rare collectibles that has cross-generational demand” “You can make a case that the Pokémon market could stay healthy and continue to drive forward for a very long time” “I’m not saying it will but there’s certainly a thesis there that has data to back that up” “So the Pokémon collectors might not be as crazy as you think they are”

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Trump on the ceasefire: “We helped a lot. I said c’mon, we are going to do a lot of trade with you guys. Let’s stop it. If you stop it we do trade, if you don’t stop it we are not gonna do any trade. And all of a sudden they said ‘I think we are gonna stop’. And they have.”

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Crumbl Cookies has launched a new drink that has 186g of sugar, which is equivalent to eating 19 Krispy Kreme donuts. "I mean it is America, if there's a market for it they will make it. I don't think anyone should drink this just for the record, but I believe in freedom and if they wanna put this drink out there, and people wanna drink it, I'm all for it." "I tell you this, if you really love your family you have to take care of your health not only for you, but also for the people around you. We have to get more serious about our health."

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RFK JR: “If you get poisoned by Coca-Cola, you can stop drinking Coca-Cola. But if you get poisoned by a vaccine, your kids still have to take that vaccine to get to school.” “If you have reservations about it … you’ve got to take it anyway.” “And then, of course, the mainstream media is bought and brain dead when it comes to these issues.” “They will not criticize, they will not report vaccine injury.” “You have none of the market forces that apply that make other products safe.” “There is zero incentive for these companies to make them safe.” “They don’t get punished for it in the market, they don’t get punished for it in the court.” “What we’re going to try to do is to make sure that the parents who do get injured get compensation, that they get it very quickly and they get it without the kind of adversarial impediments that have now been erected over the past 40 years.”

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TCG expert says there’s a $75 X-ray service that can reveal every card inside sealed Pokémon packs "There's a service that you pay $75 for, and they will take a CT scan of your pack and accurately tell you all of the cards inside. Not just one card, every single card inside" "That kind of breaks the sealed market, because they charge you $400 and you can X-ray an entire booster box" "Imagine you have a first edition base set booster box and you can get a Charizard out of that. You can X-ray it, see if there's a Charizard. If there's not, you could sell it, buy another one, see if there's a Charizard"

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Sam Altman: “One of the few arbitrage opportunities left in the market is time” “I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.” Sam continues: “And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.” Video source: Y Combinator (2016)

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"The worst trade is a trade that you make money on. Because then you convince yourself bad trades will make you money, and you lose a lot going forward" Tillman Holloway on why you can't let the market drive you into emotional decisions "The intention is to not let the conditions of the market drive you into an emotional state that then leads you into a decision. Those decisions most of the time are bad ones" "There's an old adage my dad and my granddad used to tell me. The worst trade is a trade that you make money on. That's a bad trade because then you convince yourself that bad trades will make you money" "You gotta have a strategy, and you gotta deploy it without emotion"

"The worst trade is a trade that you make money on. Because then you convince yourself bad trades will make you money, and you lose a lot going forward" Tillman Holloway on why you can't let the market drive you into emotional decisions "The intention is to not let the conditions of the market drive you into an emotional state that then leads you into a decision. Those decisions most of the time are bad ones" "There's an old adage my dad and my granddad used to tell me. The worst trade is a trade that you make money on. That's a bad trade because then you convince yourself that bad trades will make you money" "You gotta have a strategy, and you gotta deploy it without emotion"

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Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

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361,803 Aufrufe • vor 2 Monaten

ELON: IF THERE’S NO FILTER TO IMMIGRATION, HOW DO YOU KNOW WHO’S COMING IN? "I'm very much in favor of legal immigration. I think that generally, I think one should welcome to a country anyone who is willing to work hard, is honest, has high integrity and will add to any given country. If somebody is an asset to the country, why not have them join? That's obviously a great thing to do. I think that's great. But if it's illegal immigration and there's no filter, how do you know who's coming in? You don't know. So, you have to have some basis for saying somebody should come in or not come in. And my argument is, it should be a very simple basis. Will they add to the country? Will they be a productive part of the economy? Do they admire the culture? Do they want to join because of the culture? Then, that's great. But if there's no process for that, then you don't know. And I want to be careful because my words will be misconstrued. I'm not saying all illegal immigrants are bad. Perhaps most of them are good. But if there's no process for reviewing, not at all, then how can you say that everyone who is an illegal immigrant is going to be honest and hard-working? You can't say that because you simply don't know." Source: Interview in Rome, Italy, December 2023

ELON: IF THERE’S NO FILTER TO IMMIGRATION, HOW DO YOU KNOW WHO’S COMING IN? "I'm very much in favor of legal immigration. I think that generally, I think one should welcome to a country anyone who is willing to work hard, is honest, has high integrity and will add to any given country. If somebody is an asset to the country, why not have them join? That's obviously a great thing to do. I think that's great. But if it's illegal immigration and there's no filter, how do you know who's coming in? You don't know. So, you have to have some basis for saying somebody should come in or not come in. And my argument is, it should be a very simple basis. Will they add to the country? Will they be a productive part of the economy? Do they admire the culture? Do they want to join because of the culture? Then, that's great. But if there's no process for that, then you don't know. And I want to be careful because my words will be misconstrued. I'm not saying all illegal immigrants are bad. Perhaps most of them are good. But if there's no process for reviewing, not at all, then how can you say that everyone who is an illegal immigrant is going to be honest and hard-working? You can't say that because you simply don't know." Source: Interview in Rome, Italy, December 2023

Mario Nawfal

74,805 Aufrufe • vor 1 Jahr

You all know full well that if you produce too much of something, its value will fall. That's elementary. Money is just the same. If you print too much of it, its value will fall ... It isn't a newfangled theory. It is as essential as the law of gravity, and you can't avoid it if you want to in fact tackle inflation.

You all know full well that if you produce too much of something, its value will fall. That's elementary. Money is just the same. If you print too much of it, its value will fall ... It isn't a newfangled theory. It is as essential as the law of gravity, and you can't avoid it if you want to in fact tackle inflation.

Margaret Thatcher

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The respect of capital. If you want to be wealthy, you have to respect money. You have to understand where it fits in your life. And you have to understand that the way to get rich is not to spend it, to save it and let it grow. This is the key to success. I've been saying it for decades. You save twenty percent of your income in perpetuity, put it into the market, and you leave it alone. You start doing it in your late twenties, even if you just got the average salary, by the time you're sixty-five, you have one and a half to two million bucks. Stock market does that. You do it. But the reason most people can't is they don't have the discipline to save. They buy too much stuff they don't need.

The respect of capital. If you want to be wealthy, you have to respect money. You have to understand where it fits in your life. And you have to understand that the way to get rich is not to spend it, to save it and let it grow. This is the key to success. I've been saying it for decades. You save twenty percent of your income in perpetuity, put it into the market, and you leave it alone. You start doing it in your late twenties, even if you just got the average salary, by the time you're sixty-five, you have one and a half to two million bucks. Stock market does that. You do it. But the reason most people can't is they don't have the discipline to save. They buy too much stuff they don't need.

Kevin O'Leary aka Mr. Wonderful

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Warren: Trump can round up billions of dollars to invade Venezuela. He can round up billions of dollars for Argentina—but he can’t get there on the front lines to help people afford their health care. He can’t go in there and reduce the cost of housing…. We’ll keep bringing it back to that central question: Who do you think government should work for? If you think it ought to work for the oil companies, if you think it ought to work for the billionaires, then by golly, Trump and the Republicans are your folks. But if you think it ought to work for your family—if you think it ought to work for Americans across this country—then now is the time. Vote Democratic.

Warren: Trump can round up billions of dollars to invade Venezuela. He can round up billions of dollars for Argentina—but he can’t get there on the front lines to help people afford their health care. He can’t go in there and reduce the cost of housing…. We’ll keep bringing it back to that central question: Who do you think government should work for? If you think it ought to work for the oil companies, if you think it ought to work for the billionaires, then by golly, Trump and the Republicans are your folks. But if you think it ought to work for your family—if you think it ought to work for Americans across this country—then now is the time. Vote Democratic.

Acyn

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Chamath: Donors should sue the SPLC “ These NGOs have completely run amok. They're cosplaying as these overlords and power brokers in our lives, and it needs to get stopped. They should all be dismantled. The people that donated to the SPLC should sue them. Rip open all of the documentation, get their money back. If you are listening or watching, and you have donated, there's $822 million of your money sitting in an offshore bank account waiting for you to get it back. And then separately, if you are thinking of donating to any of these organizations in the future, unless there is a full transparent auditing of it, you actually may be doing the opposite of what you thought. If you are against racism, you may be supporting racism. If you are against discrimination for gays, this could be actually promoting discrimination for gays. If you are supportive of trans rights, this may be pushing back against trans rights. Because the playbook seems to be: do the opposite to create the narrative, give it to your friends in the media who will look the other way and amplify it, tell the lie, create the craziness, and then raise a bunch of money, make a bunch of stink, and try to curate power.”

Chamath: Donors should sue the SPLC “ These NGOs have completely run amok. They're cosplaying as these overlords and power brokers in our lives, and it needs to get stopped. They should all be dismantled. The people that donated to the SPLC should sue them. Rip open all of the documentation, get their money back. If you are listening or watching, and you have donated, there's $822 million of your money sitting in an offshore bank account waiting for you to get it back. And then separately, if you are thinking of donating to any of these organizations in the future, unless there is a full transparent auditing of it, you actually may be doing the opposite of what you thought. If you are against racism, you may be supporting racism. If you are against discrimination for gays, this could be actually promoting discrimination for gays. If you are supportive of trans rights, this may be pushing back against trans rights. Because the playbook seems to be: do the opposite to create the narrative, give it to your friends in the media who will look the other way and amplify it, tell the lie, create the craziness, and then raise a bunch of money, make a bunch of stink, and try to curate power.”

The All-In Podcast

63,977 Aufrufe • vor 4 Monaten

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.”

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 Aufrufe • vor 1 Jahr

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.”

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 Aufrufe • vor 4 Monaten

If a CEO is using any “AI” to think for them I 100% assure you that YOU —as an investor— HAVE BEEN FUCKING RIPPED OFF… …and you should immediately get as much of your money back as possible

If a CEO is using any “AI” to think for them I 100% assure you that YOU —as an investor— HAVE BEEN FUCKING RIPPED OFF… …and you should immediately get as much of your money back as possible

Financial Physics

64,245 Aufrufe • vor 2 Monaten