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This speech is less about celebration and more about signaling a shift in how the business will operate going forward. The numbers already show a clear pattern 16 years for the first 100 MMT, and now every 100 MMT coming in ~2 years. That kind of acceleration usually happens...

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Rishi Bagree

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196,091 просмотров • 4 месяцев назад •via X (Twitter)

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🚨BREAKING: This wasn’t a 500 MMT milestone; this was Adani Ports and Special Economic Zone signaling a shift from asset scale to systems dominance. 16 yrs -> 5 yrs -> 3 yrs -> ~2 yrs per 100 MMT - that’s compounding execution, not linear growth. Gautam Adani used this moment to quietly reposition the model: from founder-led to frontline-driven, from ports to integrated logistics flow, from hierarchy to speed. Strategic read: When scale, decentralisation, and network effects converge - you’re no longer building capacity, you’re controlling the ecosystem. 1 billion tonnes is just the next checkpoint.
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🚨BREAKING: This wasn’t a 500 MMT milestone; this was Adani Ports and Special Economic Zone signaling a shift from asset scale to systems dominance. 16 yrs -> 5 yrs -> 3 yrs -> ~2 yrs per 100 MMT - that’s compounding execution, not linear growth. Gautam Adani used this moment to quietly reposition the model: from founder-led to frontline-driven, from ports to integrated logistics flow, from hierarchy to speed. Strategic read: When scale, decentralisation, and network effects converge - you’re no longer building capacity, you’re controlling the ecosystem. 1 billion tonnes is just the next checkpoint.

Megh Updates 🚨™

267,056 просмотров • 4 месяцев назад

.Amira V explains why Solana usage could explode over the next 5 years “Stablecoin growth has been through the roof. We saw $2T in stablecoin transfers this quarter on Solana, and that’s just going to accelerate.” “Real world assets on Solana have 10x’d. If you look at the scale of the global economy, you’re just going to see exponential growth in use of the system.” “A lot of people are choosing to build on Solana. When you look three to five years from now, we should expect a lot more usage.” “We really cannot predict where things are going to be in three to five years. All we know is this technology makes sense, the infrastructure is ready, the ecosystem is very rich.”
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.Amira V explains why Solana usage could explode over the next 5 years “Stablecoin growth has been through the roof. We saw $2T in stablecoin transfers this quarter on Solana, and that’s just going to accelerate.” “Real world assets on Solana have 10x’d. If you look at the scale of the global economy, you’re just going to see exponential growth in use of the system.” “A lot of people are choosing to build on Solana. When you look three to five years from now, we should expect a lot more usage.” “We really cannot predict where things are going to be in three to five years. All we know is this technology makes sense, the infrastructure is ready, the ecosystem is very rich.”

Solana

66,231 просмотров • 2 месяцев назад

When the Fourth Turning Begins, Markets Reprice Trust And Not Just Assets The Dow to Gold ratio isn’t about calling the top in stocks or predicting a crash next week. It’s a long arc signal about confidence. When the ratio is high, it usually means investors are comfortable owning claims on future growth in stocks, earnings, promises. When it rolls over and trends lower for years, it’s usually because that confidence is fading and people start preferring assets that don’t depend on anyone else keeping their word. Gold doesn’t need earnings, policy support, or growth assumptions. It just sits there. A falling ratio is the market quietly saying that it trusts certainty more than optimism right now. Why The Turning Matters What stands out on this chart isn’t the volatility, it’s the duration. Every major decline in the ratio wasn’t a quick panic; it was a multi year repricing tied to a broader shift in the system. Stocks didn’t always implode overnight. Sometimes they went sideways for a decade while gold did the work. That’s the part people miss. You don’t need a dramatic crash for this ratio to fall hard. You just need an environment where real returns on financial assets are capped, diluted, or slowly eroded while uncertainty keeps rising. How This Lines Up With A Fourth Turning Mindset This is where the historical lens helps. Periods that later get described as crisis eras tend to share the same feel where institutions lose trust, policy becomes reactive instead of principled, and stability gets prioritized over efficiency. In those moments, markets stop rewarding growth narratives and start rewarding durability. That’s exactly the backdrop where the Dow to Gold ratio tends to compress. Not because people suddenly hate stocks, but because the system itself is being renegotiated on who pays, who’s protected, and what really counts as wealth. My View The chart is whispering regime change. It’s telling you that the next decade may look less like the last one, less about compounding returns and more about protecting purchasing power through uncertainty. Whether that plays out through lower stock prices, higher gold prices, or a long stretch of frustration in between, the message is the same that when confidence becomes scarce, collateral starts to matter more than stories. If you want more information on The Fourth Turning this was Neil Howe interview with Adam Taggart on his podcast Thoughtful Money® back in May.
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When the Fourth Turning Begins, Markets Reprice Trust And Not Just Assets The Dow to Gold ratio isn’t about calling the top in stocks or predicting a crash next week. It’s a long arc signal about confidence. When the ratio is high, it usually means investors are comfortable owning claims on future growth in stocks, earnings, promises. When it rolls over and trends lower for years, it’s usually because that confidence is fading and people start preferring assets that don’t depend on anyone else keeping their word. Gold doesn’t need earnings, policy support, or growth assumptions. It just sits there. A falling ratio is the market quietly saying that it trusts certainty more than optimism right now. Why The Turning Matters What stands out on this chart isn’t the volatility, it’s the duration. Every major decline in the ratio wasn’t a quick panic; it was a multi year repricing tied to a broader shift in the system. Stocks didn’t always implode overnight. Sometimes they went sideways for a decade while gold did the work. That’s the part people miss. You don’t need a dramatic crash for this ratio to fall hard. You just need an environment where real returns on financial assets are capped, diluted, or slowly eroded while uncertainty keeps rising. How This Lines Up With A Fourth Turning Mindset This is where the historical lens helps. Periods that later get described as crisis eras tend to share the same feel where institutions lose trust, policy becomes reactive instead of principled, and stability gets prioritized over efficiency. In those moments, markets stop rewarding growth narratives and start rewarding durability. That’s exactly the backdrop where the Dow to Gold ratio tends to compress. Not because people suddenly hate stocks, but because the system itself is being renegotiated on who pays, who’s protected, and what really counts as wealth. My View The chart is whispering regime change. It’s telling you that the next decade may look less like the last one, less about compounding returns and more about protecting purchasing power through uncertainty. Whether that plays out through lower stock prices, higher gold prices, or a long stretch of frustration in between, the message is the same that when confidence becomes scarce, collateral starts to matter more than stories. If you want more information on The Fourth Turning this was Neil Howe interview with Adam Taggart on his podcast Thoughtful Money® back in May.

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Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.
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Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.

Acyn

74,258 просмотров • 2 месяцев назад

MICHAEL ARRINGTON JUST DROPPED A NUKE ABOUT Ripple & $XRP 👇🤯 🚨“If Ripple - which is very mission-focused and has shown that over at least the last decade - can continue to hyper-focus on their mission and execute on that there is NO UPPER LIMIT on the value of that ecosystem.” 🚨 This is straight from Arrington himself. A decade of proof. Relentless execution. Institutional infrastructure. ✅ When builders like this speak with this level of conviction… the XRP Army just gets louder. No ceiling. No cap. Just upside. 2026 will hit hard for the believers 🔥📈 #XRP #XRPArmy
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MICHAEL ARRINGTON JUST DROPPED A NUKE ABOUT Ripple & $XRP 👇🤯 🚨“If Ripple - which is very mission-focused and has shown that over at least the last decade - can continue to hyper-focus on their mission and execute on that there is NO UPPER LIMIT on the value of that ecosystem.” 🚨 This is straight from Arrington himself. A decade of proof. Relentless execution. Institutional infrastructure. ✅ When builders like this speak with this level of conviction… the XRP Army just gets louder. No ceiling. No cap. Just upside. 2026 will hit hard for the believers 🔥📈 #XRP #XRPArmy

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113,102 просмотров • 3 месяцев назад

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America’s growth story starts with building in America again. From Micron’s $100 billion fab to TSMC’s $165 billion investment, this is about making the chips, engines, cars, and medicines that power our future—not just buying them. When shovels hit the ground and factories rise, that is what drives real GDP growth and strengthens the foundation of the U.S. economy.

U.S. Department of Commerce

12,808 просмотров • 3 месяцев назад

Author of Designing Data-Intensive Applications, Martin Kleppmann, on why scaling down is just as challenging as scaling up: “Part of what is interesting about modern cloud services, and backend services in general, is how they've introduced the idea of horizontal scalability and shared nothing systems. We can build systems that are able to cope with very high load, even if the individual components are just fairly cheap commodity machines. The scalability story is not just scaling up, but scaling down as well. How do you run a service in such a way that if it has a very small amount of load, it's really cheap to run? That's sort of the same question as ‘how do you continue running a service if it has a very high load?’ Generally, you want the cost and the computing capacity to be roughly proportional to the load that you have and at the low end, that means actually being able to scale down to something that is extremely cheap to run. That's not necessarily a given. It's something that is hard with on-premises software because if you've got a physical machine, that is a unit of deployment. Yes, you could carve it up into two dozen virtual machines, but it still requires some sort of resource allocation. And so, part of what's interesting about some serverless systems, is their ability to scale down and say ‘okay, if you're going to handle just three requests per day, that's just fine as well’”.
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Author of Designing Data-Intensive Applications, Martin Kleppmann, on why scaling down is just as challenging as scaling up: “Part of what is interesting about modern cloud services, and backend services in general, is how they've introduced the idea of horizontal scalability and shared nothing systems. We can build systems that are able to cope with very high load, even if the individual components are just fairly cheap commodity machines. The scalability story is not just scaling up, but scaling down as well. How do you run a service in such a way that if it has a very small amount of load, it's really cheap to run? That's sort of the same question as ‘how do you continue running a service if it has a very high load?’ Generally, you want the cost and the computing capacity to be roughly proportional to the load that you have and at the low end, that means actually being able to scale down to something that is extremely cheap to run. That's not necessarily a given. It's something that is hard with on-premises software because if you've got a physical machine, that is a unit of deployment. Yes, you could carve it up into two dozen virtual machines, but it still requires some sort of resource allocation. And so, part of what's interesting about some serverless systems, is their ability to scale down and say ‘okay, if you're going to handle just three requests per day, that's just fine as well’”.

The Pragmatic Engineer

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Qullamaggie says Focus on Hypergrowth and Momentum Stocks for Big Moves “The hypergrowth on this ENPH looks like it's over for now. This thing had triple digit, guys, look at this thing. Triple digit EPS and earnings growth. This is what you should be looking for. These are the stocks that can make very big moves. If you just focus on one type of stocks, just focus on the stocks that have triple digit earnings and or revenue. Look at the growth. High double-digit, mid-high double-digit revenue growth, and over 1,000% in EPS growth. Here it was 900%. Look at the move it made. Look at the moves. You just look for setups on these types of stocks, you have a big edge. Or you can just focus on stocks with top momentum. Or you can do a combination. Depends on how you're wired. If you have a hard time just trading pure momentum and also want the fundamentals on your side, that’s a great way of doing it.”
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Qullamaggie says Focus on Hypergrowth and Momentum Stocks for Big Moves “The hypergrowth on this ENPH looks like it's over for now. This thing had triple digit, guys, look at this thing. Triple digit EPS and earnings growth. This is what you should be looking for. These are the stocks that can make very big moves. If you just focus on one type of stocks, just focus on the stocks that have triple digit earnings and or revenue. Look at the growth. High double-digit, mid-high double-digit revenue growth, and over 1,000% in EPS growth. Here it was 900%. Look at the move it made. Look at the moves. You just look for setups on these types of stocks, you have a big edge. Or you can just focus on stocks with top momentum. Or you can do a combination. Depends on how you're wired. If you have a hard time just trading pure momentum and also want the fundamentals on your side, that’s a great way of doing it.”

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Finance moves trillions every day. But ownership? Still slow. Paperwork. Intermediaries. Delays. A system built on trust but slowed by structure. In a digital world, value moves instantly. Ownership doesn’t. That creates friction. Limits access. Slows global capital. So what if ownership could move like value? Structured. Transferable. On-chain. That’s where Real comes in. A blockchain built for real-world assets where ownership is programmable, risk is integrated, and settlement is reimagined. Not just digitizing assets. Rebuilding the system around them. Because the future of finance isn’t just about moving value It’s about moving ownership.
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The more I Digging the goal is clear CAIR political ambition looks clear at first, using religion and Muslim communities to run their own politician candidates for offices in every state “Squads” But their bigger plan is scary and it’s much more than just political power, and they very optimistic about it The way to Islamize and take over America is just to bring in 5% of the Muslim world and they will be the majority in the next 100 years That’s the infrastructure that they building,they have immigration system with Muslims elected that specialize and focusing just on that Even if Trump will do zero Muslims policy like in Poland they will fight him again and just wait for the next administration, this is a long term goal they playing here and eventually with their political power in 20-30 years they will open the gates This 3 min video is just a taste to get the idea on what they focusing, Google CAIR immigration to watch hundreds more videos
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25,161 просмотров • 6 месяцев назад

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15,952 просмотров • 1 год назад

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16,030 просмотров • 10 месяцев назад

"I think among a lot of Democrats there's this kind of what psychologists would call 'learned helplessness' where you just think, 'Well we can't do anything about it. We have to wait till 2029' ... In New York with some people it's just like, 'Well we just have to do our things in New York and not worry about the rest of the country.' It does not work that way. We are one country. Our democracy can rise or fall on what this man is doing. And, it's not just our democracy. ... It directly affects our lives. The stability of our economy depends on the belief in the rule of law that people think we have a stable legal system, and it's hard to believe that today"
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"I think among a lot of Democrats there's this kind of what psychologists would call 'learned helplessness' where you just think, 'Well we can't do anything about it. We have to wait till 2029' ... In New York with some people it's just like, 'Well we just have to do our things in New York and not worry about the rest of the country.' It does not work that way. We are one country. Our democracy can rise or fall on what this man is doing. And, it's not just our democracy. ... It directly affects our lives. The stability of our economy depends on the belief in the rule of law that people think we have a stable legal system, and it's hard to believe that today"

George Conway ⚖️🇺🇸

80,959 просмотров • 2 месяцев назад

Gavin Newsom goes off on the Trump Family corruption: Newsom: And I’m not talking about the $100,000 watches. I’m not talking about the guitars that he’s selling that you didn’t even know about, or the Bibles, or the sneakers. I’m not talking about all that. I’m talking about what’s happening substantively with these kids and these investments, and the Pentagon contracts they’re receiving on rare earth minerals and drone companies, and all the stuff that’s happening with the Kushner family, the Witkoff family, the “Board of Peace,” which is about getting a piece of the Middle East. Let’s talk about the UAE and high-value chips, where they’re getting a piece of our national security, where the Biden administration held off. But as long as you can get a deal done with the UAE on the private family businesses, then all of a sudden national security becomes less of an important talking point. Or how about the tariff relief in places like Vietnam for the golf courses and the development deals, and the dozen other countries that he’s doing business in? How about all the corruption as it relates to the self-dealing with his resorts and all of his assets that the Secret Service and taxpayers are subsidizing? Or directing G7 investments? Or the emoluments issues across the spectrum every day? Or just the day trading literally behind the Oval Office desk, or showing up on your calendar at a company that you just invested in because you know that stock’s going to pop because you’re going to promote it the next day? All of this happening—this open sewage system. You talk about draining the swamp. He gave it a presidential suite with gold leaf. And you’re seeing this gross corruption at a scale and scope never before seen in modern American history. This is stuff I don’t even imagine exists at this scale in a year and a half, even in Putin’s Russia or Kim Jong-un’s North Korea.
2:19

Gavin Newsom goes off on the Trump Family corruption: Newsom: And I’m not talking about the $100,000 watches. I’m not talking about the guitars that he’s selling that you didn’t even know about, or the Bibles, or the sneakers. I’m not talking about all that. I’m talking about what’s happening substantively with these kids and these investments, and the Pentagon contracts they’re receiving on rare earth minerals and drone companies, and all the stuff that’s happening with the Kushner family, the Witkoff family, the “Board of Peace,” which is about getting a piece of the Middle East. Let’s talk about the UAE and high-value chips, where they’re getting a piece of our national security, where the Biden administration held off. But as long as you can get a deal done with the UAE on the private family businesses, then all of a sudden national security becomes less of an important talking point. Or how about the tariff relief in places like Vietnam for the golf courses and the development deals, and the dozen other countries that he’s doing business in? How about all the corruption as it relates to the self-dealing with his resorts and all of his assets that the Secret Service and taxpayers are subsidizing? Or directing G7 investments? Or the emoluments issues across the spectrum every day? Or just the day trading literally behind the Oval Office desk, or showing up on your calendar at a company that you just invested in because you know that stock’s going to pop because you’re going to promote it the next day? All of this happening—this open sewage system. You talk about draining the swamp. He gave it a presidential suite with gold leaf. And you’re seeing this gross corruption at a scale and scope never before seen in modern American history. This is stuff I don’t even imagine exists at this scale in a year and a half, even in Putin’s Russia or Kim Jong-un’s North Korea.

Acyn

441,446 просмотров • 1 месяц назад

5 Years of Building. 5 Years of Trust. 5 Years of DTC Group 🚀 This year marks 5 years of DTC Group 5 years of building through cycles, scaling real products, and supporting founders when execution mattered most. What began with conviction has grown into a globally recognized Web3 ecosystem partner. Today, when DTC is attached to a project, it signals credibility, execution strength, and momentum. But this milestone isn’t just about reflection it’s about direction. 🔭 Our Vision for 2026 and Beyond DTC Group’s mission is clear to scale exceptional founders, products, and protocols into real-world relevance and global adoption. We operate as an accelerator, strategic advisor, end-to-end go-to-market partner, and long-term growth partner focused on outcomes, not services: ✔️ Markets entered ✔️ Users acquired ✔️ Awareness built ✔️ Momentum sustained As we move forward, we’re doubling down on high-conviction founders, real distribution, and long-term ecosystem building across APAC and beyond. If you’re building something meaningful and want to scale with clarity and execution, let’s talk. 👉 Book a strategy call with us: To everyone who has trusted us along the way, thank you. 🧡
0:55

5 Years of Building. 5 Years of Trust. 5 Years of DTC Group 🚀 This year marks 5 years of DTC Group 5 years of building through cycles, scaling real products, and supporting founders when execution mattered most. What began with conviction has grown into a globally recognized Web3 ecosystem partner. Today, when DTC is attached to a project, it signals credibility, execution strength, and momentum. But this milestone isn’t just about reflection it’s about direction. 🔭 Our Vision for 2026 and Beyond DTC Group’s mission is clear to scale exceptional founders, products, and protocols into real-world relevance and global adoption. We operate as an accelerator, strategic advisor, end-to-end go-to-market partner, and long-term growth partner focused on outcomes, not services: ✔️ Markets entered ✔️ Users acquired ✔️ Awareness built ✔️ Momentum sustained As we move forward, we’re doubling down on high-conviction founders, real distribution, and long-term ecosystem building across APAC and beyond. If you’re building something meaningful and want to scale with clarity and execution, let’s talk. 👉 Book a strategy call with us: To everyone who has trusted us along the way, thank you. 🧡

DTC Group

184,529 просмотров • 6 месяцев назад

For two hundred thousand years, intelligence has been the rarest resource on earth. Locked inside individual human minds. Non‑scalable. Scarce. Every advance in civilization — every leap in science, art, industry, and statecraft — flowed from that scarcity. Artificial intelligence breaks that pattern. It makes intelligence abundant. It makes it cheap. It makes it scale. This is not just another wave of automation or software. It is the industrialization of intelligence itself. When intelligence becomes a utility, it stops being a tool that sits on top of society and starts becoming the foundation of society. It is a transformation as profound as the harnessing of electricity — but on a higher plane. Electricity powered machines. Industrial intelligence powers knowledge. And knowledge shapes everything. This shift will reorder the very structures that underpin nations. The two pillars that define sovereignty — economic strength and security — are being rebuilt on a substrate of machine intelligence. Nations that master this new utility will not simply gain efficiency. They will redefine what prosperity, power, and freedom mean in the 21st century. For me, this is the central story of our time. It is not about the latest app. It is not about hype cycles. It is about the first time in history that intelligence itself — the raw material of progress — has become infinite and industrial. The question is not whether it will transform society. It already is. The question is who will shape that transformation.
1:04

For two hundred thousand years, intelligence has been the rarest resource on earth. Locked inside individual human minds. Non‑scalable. Scarce. Every advance in civilization — every leap in science, art, industry, and statecraft — flowed from that scarcity. Artificial intelligence breaks that pattern. It makes intelligence abundant. It makes it cheap. It makes it scale. This is not just another wave of automation or software. It is the industrialization of intelligence itself. When intelligence becomes a utility, it stops being a tool that sits on top of society and starts becoming the foundation of society. It is a transformation as profound as the harnessing of electricity — but on a higher plane. Electricity powered machines. Industrial intelligence powers knowledge. And knowledge shapes everything. This shift will reorder the very structures that underpin nations. The two pillars that define sovereignty — economic strength and security — are being rebuilt on a substrate of machine intelligence. Nations that master this new utility will not simply gain efficiency. They will redefine what prosperity, power, and freedom mean in the 21st century. For me, this is the central story of our time. It is not about the latest app. It is not about hype cycles. It is about the first time in history that intelligence itself — the raw material of progress — has become infinite and industrial. The question is not whether it will transform society. It already is. The question is who will shape that transformation.

Nina Schick

126,996 просмотров • 7 месяцев назад