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🌴 BIG ANNOUNCEMENT! 🌴 Introducing our next asset offering: Ramada Plaza by Wyndham Bangkok Sukhumvit 48, developed with Siamese Asset PLC 🌴🏢 Luxurious 4 Star Hotel Investment in Sunny Bangkok,Thailand 🔗 Sign Up Now: Ramada Plaza by Wyndham Bangkok offers exceptional investment potential with attractive asset appreciation, high rental yields, and world-class management by a renowned global brand. 🔷 Total Investment: $162,400 USDC 🔷 Gross Rental Yield: 9.34% 🔷 Net Rental Yield: 6.62% 🔷 Est. Annual Appreciation: 5.5% 🔷 Token Price: $100 🔷 Min Allocation: $100 🔷 Max Allocation: $9,700 🔷 Vesting: 1 Month This is one of the best performing assets under management of Wyndham Brands in Bangkok and now open exclusively for Propbase members. 🤝 🔥 FAST Fingers Promotion is Back! 🔥 💰 $2,500 Giveaway: The first 50 unique participants on the tokensale contract will earn a $50 PROPS bonus each after sale ends! 🚀 📅 Key Dates: 🔷 Pre-Registration: 21st May, 11 AM UTC 🔷 Platinum Round: 28rd May, 11 AM UTC 🔷 Elite Round: 29th May, 11 AM UTC 🔷 Gold Round: 29th May, 11 PM UTC 🔷 Fair Round: 30th May, 11 AM UTC 🔷 Sales End: 11th June, 11 AM UTC ✨ Past Successes - Our Wyndham Garden offering sold out in under 40 hours, with Colliers International valuation appraisal showing an impressive 18% increase from $100 to $118 per property token to date! CASSIA Banyan Tree sold out in less than 30 hours and all asset offerings have been massively oversubscribed with hundreds of participants showing high demand and assets with proven track records. How to Participate: 1️⃣ Sign Up 2️⃣ Connect Wallet 3️⃣ Complete KYC 4️⃣ Register to Participate Sign up for your membership today and join us in revolutionizing traditional real estate investment! 🔥
3:27

🌴 BIG ANNOUNCEMENT! 🌴 Introducing our next asset offering: Ramada Plaza by Wyndham Bangkok Sukhumvit 48, developed with Siamese Asset PLC 🌴🏢 Luxurious 4 Star Hotel Investment in Sunny Bangkok,Thailand 🔗 Sign Up Now: Ramada Plaza by Wyndham Bangkok offers exceptional investment potential with attractive asset appreciation, high rental yields, and world-class management by a renowned global brand. 🔷 Total Investment: $162,400 USDC 🔷 Gross Rental Yield: 9.34% 🔷 Net Rental Yield: 6.62% 🔷 Est. Annual Appreciation: 5.5% 🔷 Token Price: $100 🔷 Min Allocation: $100 🔷 Max Allocation: $9,700 🔷 Vesting: 1 Month This is one of the best performing assets under management of Wyndham Brands in Bangkok and now open exclusively for Propbase members. 🤝 🔥 FAST Fingers Promotion is Back! 🔥 💰 $2,500 Giveaway: The first 50 unique participants on the tokensale contract will earn a $50 PROPS bonus each after sale ends! 🚀 📅 Key Dates: 🔷 Pre-Registration: 21st May, 11 AM UTC 🔷 Platinum Round: 28rd May, 11 AM UTC 🔷 Elite Round: 29th May, 11 AM UTC 🔷 Gold Round: 29th May, 11 PM UTC 🔷 Fair Round: 30th May, 11 AM UTC 🔷 Sales End: 11th June, 11 AM UTC ✨ Past Successes - Our Wyndham Garden offering sold out in under 40 hours, with Colliers International valuation appraisal showing an impressive 18% increase from $100 to $118 per property token to date! CASSIA Banyan Tree sold out in less than 30 hours and all asset offerings have been massively oversubscribed with hundreds of participants showing high demand and assets with proven track records. How to Participate: 1️⃣ Sign Up 2️⃣ Connect Wallet 3️⃣ Complete KYC 4️⃣ Register to Participate Sign up for your membership today and join us in revolutionizing traditional real estate investment! 🔥

Propbase

82,562 views • 1 year ago

🌴 Over 315 pre-registrations and rising! 🌴 Starting in 6 hours 🔷 Platinum Round: 28rd May, 11 AM UTC Our next asset offering: Ramada Plaza by Wyndham Bangkok Sukhumvit 48, developed with Siamese Asset PLC 🌴🏢 Luxurious 4 Star Hotel Investment in Sunny Bangkok, Thailand 🔗 Sign Up Now: Ramada Plaza by Wyndham Bangkok offers exceptional investment potential with attractive asset appreciation, high rental yields, and world-class management by a renowned global brand. 🔷 Total Investment: $162,400 USDC 🔷 Gross Rental Yield: 9.34% 🔷 Net Rental Yield: 6.62% 🔷 Est. Annual Appreciation: 5.5% 🔷 Token Price: $100 🔷 Min Allocation: $100 🔷 Max Allocation: $9,700 🔷 Vesting: 1 Month This is one of the best performing assets under management of Wyndham Brands in Bangkok and now open exclusively for Propbase members. 🤝 🔥 FAST Fingers Promotion is Back! 🔥 💰 $2,500 Giveaway: The first 50 unique participants on the tokensale contract will earn a $50 PROPS bonus each after sale ends! 🚀 📅 Key Dates: 🔷 Platinum Round: 28rd May, 11 AM UTC 🔷 Elite Round: 29th May, 11 AM UTC 🔷 Gold Round: 29th May, 11 PM UTC 🔷 Fair Round: 30th May, 11 AM UTC 🔷 Sales End: 11th June, 11 AM UTC ✨ Past Successes - Our Wyndham Garden offering sold out in under 40 hours, with Colliers International valuation appraisal showing an impressive 18% increase from $100 to $118 per property token to date! CASSIA Banyan Tree sold out in less than 30 hours and all asset offerings have been massively oversubscribed with hundreds of participants showing high demand and assets with proven track records. How to Participate: 1️⃣ Sign Up 2️⃣ Connect Wallet 3️⃣ Complete KYC 4️⃣ Register to Participate Sign up for your membership today and join us in revolutionizing traditional real estate investment! 🔥
3:27

🌴 Over 315 pre-registrations and rising! 🌴 Starting in 6 hours 🔷 Platinum Round: 28rd May, 11 AM UTC Our next asset offering: Ramada Plaza by Wyndham Bangkok Sukhumvit 48, developed with Siamese Asset PLC 🌴🏢 Luxurious 4 Star Hotel Investment in Sunny Bangkok, Thailand 🔗 Sign Up Now: Ramada Plaza by Wyndham Bangkok offers exceptional investment potential with attractive asset appreciation, high rental yields, and world-class management by a renowned global brand. 🔷 Total Investment: $162,400 USDC 🔷 Gross Rental Yield: 9.34% 🔷 Net Rental Yield: 6.62% 🔷 Est. Annual Appreciation: 5.5% 🔷 Token Price: $100 🔷 Min Allocation: $100 🔷 Max Allocation: $9,700 🔷 Vesting: 1 Month This is one of the best performing assets under management of Wyndham Brands in Bangkok and now open exclusively for Propbase members. 🤝 🔥 FAST Fingers Promotion is Back! 🔥 💰 $2,500 Giveaway: The first 50 unique participants on the tokensale contract will earn a $50 PROPS bonus each after sale ends! 🚀 📅 Key Dates: 🔷 Platinum Round: 28rd May, 11 AM UTC 🔷 Elite Round: 29th May, 11 AM UTC 🔷 Gold Round: 29th May, 11 PM UTC 🔷 Fair Round: 30th May, 11 AM UTC 🔷 Sales End: 11th June, 11 AM UTC ✨ Past Successes - Our Wyndham Garden offering sold out in under 40 hours, with Colliers International valuation appraisal showing an impressive 18% increase from $100 to $118 per property token to date! CASSIA Banyan Tree sold out in less than 30 hours and all asset offerings have been massively oversubscribed with hundreds of participants showing high demand and assets with proven track records. How to Participate: 1️⃣ Sign Up 2️⃣ Connect Wallet 3️⃣ Complete KYC 4️⃣ Register to Participate Sign up for your membership today and join us in revolutionizing traditional real estate investment! 🔥

Propbase

61,388 views • 1 year ago

Snake Skins Are Here! Major Update Live Today 🐍 Ready to dominate Snake Galaxies and earn more rewards? Now it’s easier than ever! This update is packed with exciting features to enhance your adventure. Skins don’t just make your snake look cool they boost your success and increase your in-game income! ✨ Skin Tiers and Their Bonuses: Free Skin — perfect for getting started. 50 ⭐️ — active bonus +5% to rewards. 500 ⭐️ — active bonus +20%, offline bonus +1%. 1000 ⭐️ — active bonus +50%, offline bonus +2%. 5000 ⭐️ — active bonus +100%, offline bonus +8%. 🎮 Why Do You Need This? — Active Bonus: Get more points and rewards for every game! The better the skin, the more you earn. — Offline Bonus: While you rest, the game works for you, bringing steady income. The bonuses stack, making every skin an investment in your future success! 🔍 Where to Find Them: Head to the skin shop on the main screen of the Snake Galaxies mini-game. Preview the skins, check their bonuses, and pick the one that suits your journey to the top. ✨ What’s New in This Update: — 🐍 Skins & Monetisation: Unlock powerful skins with massive bonuses. — 🌱 Evolution Stages 7-10: Your crystal pet can now evolve even further, unlocking new powers! — ⚖️ Pet Rebalance: We’ve optimized pet needs for smoother growth and progression ⏳ Limited time! The sooner you unlock your skin, the faster you’ll earn bigger rewards. The galaxies are waiting for their heroes. Are you ready?
0:22

Snake Skins Are Here! Major Update Live Today 🐍 Ready to dominate Snake Galaxies and earn more rewards? Now it’s easier than ever! This update is packed with exciting features to enhance your adventure. Skins don’t just make your snake look cool they boost your success and increase your in-game income! ✨ Skin Tiers and Their Bonuses: Free Skin — perfect for getting started. 50 ⭐️ — active bonus +5% to rewards. 500 ⭐️ — active bonus +20%, offline bonus +1%. 1000 ⭐️ — active bonus +50%, offline bonus +2%. 5000 ⭐️ — active bonus +100%, offline bonus +8%. 🎮 Why Do You Need This? — Active Bonus: Get more points and rewards for every game! The better the skin, the more you earn. — Offline Bonus: While you rest, the game works for you, bringing steady income. The bonuses stack, making every skin an investment in your future success! 🔍 Where to Find Them: Head to the skin shop on the main screen of the Snake Galaxies mini-game. Preview the skins, check their bonuses, and pick the one that suits your journey to the top. ✨ What’s New in This Update: — 🐍 Skins & Monetisation: Unlock powerful skins with massive bonuses. — 🌱 Evolution Stages 7-10: Your crystal pet can now evolve even further, unlocking new powers! — ⚖️ Pet Rebalance: We’ve optimized pet needs for smoother growth and progression ⏳ Limited time! The sooner you unlock your skin, the faster you’ll earn bigger rewards. The galaxies are waiting for their heroes. Are you ready?

Crystal Kami – Magical Adventure

48,473 views • 1 year ago

🚀 OFFICIAL LIVE: ITLX Wallet v4.0.3 🚀 FINALLY…the latest update is now rolling out. What’s new in v4.0.3 👇 1️⃣ More ways to install Now available via App Store, Google Play, APKPure, and direct APK download - giving users more flexibility while maintaining clear security guidance. 2️⃣ Real-time token price charts View live price movements directly inside the wallet. No need to switch apps to stay informed. 3️⃣ Smart address validation The wallet now detects invalid addresses before sending, helping prevent costly mistakes and improving overall fund safety. 4️⃣ Faster, smoother swaps Performance optimizations and bug fixes deliver quicker execution and a more reliable swap experience. AND WHAT WE ARE WAITING IS THERE… 5️⃣ Halving implemented The Base Rate has been reduced by 50% through an updated mining formula. This means fewer $ITLG are issued per mining cycle, while the overall mining structure and user incentives remain unchanged. By slowing token emissions as the network scales, ITLX reduces inflation pressure, strengthens scarcity, and keeps rewards sustainable for long-term contributors - ensuring a healthier ecosystem moving forward Open your wallet and feel the difference - smoother swaps, smarter protection, and better in-app insights. Update now and stay ahead⚡️ Wallet powered by InterLink Labs 👤 + 🌐 #ITLX #ITLG #ITL
0:59

🚀 OFFICIAL LIVE: ITLX Wallet v4.0.3 🚀 FINALLY…the latest update is now rolling out. What’s new in v4.0.3 👇 1️⃣ More ways to install Now available via App Store, Google Play, APKPure, and direct APK download - giving users more flexibility while maintaining clear security guidance. 2️⃣ Real-time token price charts View live price movements directly inside the wallet. No need to switch apps to stay informed. 3️⃣ Smart address validation The wallet now detects invalid addresses before sending, helping prevent costly mistakes and improving overall fund safety. 4️⃣ Faster, smoother swaps Performance optimizations and bug fixes deliver quicker execution and a more reliable swap experience. AND WHAT WE ARE WAITING IS THERE… 5️⃣ Halving implemented The Base Rate has been reduced by 50% through an updated mining formula. This means fewer $ITLG are issued per mining cycle, while the overall mining structure and user incentives remain unchanged. By slowing token emissions as the network scales, ITLX reduces inflation pressure, strengthens scarcity, and keeps rewards sustainable for long-term contributors - ensuring a healthier ecosystem moving forward Open your wallet and feel the difference - smoother swaps, smarter protection, and better in-app insights. Update now and stay ahead⚡️ Wallet powered by InterLink Labs 👤 + 🌐 #ITLX #ITLG #ITL

ITLX Wallet

37,423 views • 7 months ago

Introducing a New Era for Rumble Kong League - Hermit Crab Hits The Court! 🎮 We are thrilled to announce an exciting transition in the development of the Rumble Kong League. After careful consideration and a commitment to delivering the best sports gaming experience possible, we welcome a new game development partner! After meeting with a multitude of talented sports-focused game development partners, we are thrilled to welcome the creative talents of Brazilian-based game studio Hermit Crab! 🔶Why We’ve Changed Studios? The decision to transition to Hermit Crab Game Studio comes after extensive evaluation, feedback, and assessment of our previous partner’s progress and goal alignment. It became evident that certain challenges, such as talent, time management, and development milestones, hindered our progress, missing deadlines and stretching timescales. Whilst our previous development partner contributed greatly to the game's foundation, we believe that change is essential for growth in the RKL. Hermit Crab brings a breath of fresh air, extensive experience, and their entire team’s vision is fully aligned with the RKL team. It is important to note, this change will only advance the RKL to market. 🔶Who is Hermit Crab? Since their inception in 2016, Hermit Crab has built a team of ~100 dedicated professionals, boasting over a decade of collective experience in the gaming industry. Their expertise not only covers game development, but also extends to game distribution and brand licensing. They've created games for renowned sports organizations such: 🔷Arsenal 🔷Barcelona 🔷Manchester City 🔷PSG & Many Others! They bring an immense amount of experience within the sports genre, especially with successful titles reaching millions. As an example, their PSG Freestyle game has more than 6 million downloads on mobile platforms, with the app still gathering more than 180,000 monthly active users. Another important point for us in a new studio was Web3 familiarity. Recent creations for giants 'The Sandbox' further exemplify Hermit Crab's commitment to innovation, particularly in the web3 gaming space. The transition to Hermit Crab signifies an exciting new chapter for Rumble Kong League, as we collectively venture into new territories of direct immersive gameplay, innovation, and an enriching basketball experience. 🔶What’s Next? The studio has already been onboarded, familiarized with the existing project handover and is currently working on the next milestones, which will include direct player control, overall game improvements, and expanded immersive experiences, as well as the first implementation of RKL on a mobile client. The objective remains unchanged, to have a playable release candidate by EOY. This studio change only accelerates our timeline in getting the RKL game into the hands of players globally. We just wanted to thank the Rumble Kong community for your incredible support, we cannot wait to showcase content that’s already being worked on! Stay tuned for more updates on the next testing session, Clubs, Kongcubator, and more as we begin this new era in the RKL.
0:34

Introducing a New Era for Rumble Kong League - Hermit Crab Hits The Court! 🎮 We are thrilled to announce an exciting transition in the development of the Rumble Kong League. After careful consideration and a commitment to delivering the best sports gaming experience possible, we welcome a new game development partner! After meeting with a multitude of talented sports-focused game development partners, we are thrilled to welcome the creative talents of Brazilian-based game studio Hermit Crab! 🔶Why We’ve Changed Studios? The decision to transition to Hermit Crab Game Studio comes after extensive evaluation, feedback, and assessment of our previous partner’s progress and goal alignment. It became evident that certain challenges, such as talent, time management, and development milestones, hindered our progress, missing deadlines and stretching timescales. Whilst our previous development partner contributed greatly to the game's foundation, we believe that change is essential for growth in the RKL. Hermit Crab brings a breath of fresh air, extensive experience, and their entire team’s vision is fully aligned with the RKL team. It is important to note, this change will only advance the RKL to market. 🔶Who is Hermit Crab? Since their inception in 2016, Hermit Crab has built a team of ~100 dedicated professionals, boasting over a decade of collective experience in the gaming industry. Their expertise not only covers game development, but also extends to game distribution and brand licensing. They've created games for renowned sports organizations such: 🔷Arsenal 🔷Barcelona 🔷Manchester City 🔷PSG & Many Others! They bring an immense amount of experience within the sports genre, especially with successful titles reaching millions. As an example, their PSG Freestyle game has more than 6 million downloads on mobile platforms, with the app still gathering more than 180,000 monthly active users. Another important point for us in a new studio was Web3 familiarity. Recent creations for giants 'The Sandbox' further exemplify Hermit Crab's commitment to innovation, particularly in the web3 gaming space. The transition to Hermit Crab signifies an exciting new chapter for Rumble Kong League, as we collectively venture into new territories of direct immersive gameplay, innovation, and an enriching basketball experience. 🔶What’s Next? The studio has already been onboarded, familiarized with the existing project handover and is currently working on the next milestones, which will include direct player control, overall game improvements, and expanded immersive experiences, as well as the first implementation of RKL on a mobile client. The objective remains unchanged, to have a playable release candidate by EOY. This studio change only accelerates our timeline in getting the RKL game into the hands of players globally. We just wanted to thank the Rumble Kong community for your incredible support, we cannot wait to showcase content that’s already being worked on! Stay tuned for more updates on the next testing session, Clubs, Kongcubator, and more as we begin this new era in the RKL.

Rumble Kong League

14,170 views • 3 years ago

Huge thanks to Sean Mike Kelly for creating the space for this conversation 🙏 These are the kinds of discussions we need to be having right now. When you start digging into the documents, the frequencies, the metals, the chemicals — it becomes clear pretty fast: control doesn’t come from one thing. It comes from toxicity + confusion + disconnection. But here’s the good news 👇 There’s always an opposite force. Clean the body 🧬 Strengthen the biofield ⚡ Get grounded 🌱 And reconnect to your natural design. That’s exactly why I created the Healing Circle. It’s the one place where I can go deep — sharing the full protocols, real research, detox strategies, EMF awareness, frequency work, and the things I simply can’t say on social media without getting flagged 🚫 Inside the Healing Circle you’ll find: ✨ Liver, parasite & heavy metal detox protocols ✨ EMF & frequency protection strategies ✨ Gut healing + terrain restoration ✨ Full-length teachings (not just clips) ✨ Live Q&A + an incredible awake community 💛 And right now, the Healing Circle is on sale — just $6.99 to start (up to 93% off) 💬 Here’s the link to join If you’ve been watching my shorts and thinking “there’s more to this…” — you’re right. This is where the dots connect. Stay informed. Stay grounded. Stay human. 🫶 Dr. Edward Group, DC #DrEdwardGroup #StayHuman #5G #detoxing #detoxify #FrequencyHealing #emf #NaturalHealing #TruthSeeker #rootcausemedicine #rootcause #RootCauseHealing #SelfHealing #thematrixisreal #5dconciousness #spiritualawakening #awakening #seanmikekelly
2:10

Huge thanks to Sean Mike Kelly for creating the space for this conversation 🙏 These are the kinds of discussions we need to be having right now. When you start digging into the documents, the frequencies, the metals, the chemicals — it becomes clear pretty fast: control doesn’t come from one thing. It comes from toxicity + confusion + disconnection. But here’s the good news 👇 There’s always an opposite force. Clean the body 🧬 Strengthen the biofield ⚡ Get grounded 🌱 And reconnect to your natural design. That’s exactly why I created the Healing Circle. It’s the one place where I can go deep — sharing the full protocols, real research, detox strategies, EMF awareness, frequency work, and the things I simply can’t say on social media without getting flagged 🚫 Inside the Healing Circle you’ll find: ✨ Liver, parasite & heavy metal detox protocols ✨ EMF & frequency protection strategies ✨ Gut healing + terrain restoration ✨ Full-length teachings (not just clips) ✨ Live Q&A + an incredible awake community 💛 And right now, the Healing Circle is on sale — just $6.99 to start (up to 93% off) 💬 Here’s the link to join If you’ve been watching my shorts and thinking “there’s more to this…” — you’re right. This is where the dots connect. Stay informed. Stay grounded. Stay human. 🫶 Dr. Edward Group, DC #DrEdwardGroup #StayHuman #5G #detoxing #detoxify #FrequencyHealing #emf #NaturalHealing #TruthSeeker #rootcausemedicine #rootcause #RootCauseHealing #SelfHealing #thematrixisreal #5dconciousness #spiritualawakening #awakening #seanmikekelly

Dr. Edward Group, DC

13,339 views • 9 months ago

📢 Excited to announce that the new season of Brawl will launch this August and will be focused on Risk to Earn, featuring: ⚔️Paid Competition: 80% of all revenue goes towards the Pro Leaderboard 📱Cross-platform: Play from Browser, Mobile PWA, or the Telegram app, and against players in all devices 💰 Real Money Wagering: There will be a game mode where you will be able to bet real money, and maybe more things 👀, against other players. ⚡️ Energy System: Players will start with 5/5 Energy. Every time you enter a game, 1 energy is spent. Pro Brawlers get extra energy each day. 🔷Shards: Shards are obtained by playing. Winning awards more Shards. Shards can also be bought in packages. 80% of everything spent will go to the Pro Leaderboard. 🐗 Beast Gacha: Shards will be used to roll the Beast Gacha. Every roll guarantees a Beast Unlock. This will be your main form of progression. Beasts start on Lv 1 with base Skill Points. Gacha Beasts are not NFTs and only playable characters, and they will be reset after every season. 🐲NFT Beasts: Your NFT Beasts will insta unlock a Merge Lv1 of the Beast you hold, accelerating your progression towards those dear Beasts you are a proud owner of. 🐯Beast Merge: Every time you roll the same Beast you had already unlocked, that Beasts Merge lvl will increase. This adds a lot to the game in the form of Progression and meta shifts, you wont see everyone using the same Beasts all the time. 🫂 Referrals: The Referral Leaderboard for 1% of the token Supply will continue accumulating this season. Qualified Referrals will give you a revenue share % out of the purchases your referrals make this BB season. We will soon share the Referral Leaderboard more transparently. 🫡 PAYING DEBTS: Before we launch Brawl, we will take care of some existing debts and make some amendments to areas that require it. I can announce the following now: - Correction to the allocation to top spots in BB S1 (increasing their amounts) - Releasing the Armored Beast to those with Qualified Referrals - Wilds VIP KURO Allocation will be increased. We will increase the amount ALL Wilds VIP users obtained by a considerable %. We think they deserve more. - Origin and Gen2 Buy Backs: We will periodically be using some funds to buy back Origin and Gen2 Beasts, we won't announce previously when we do it, only after the fact. These will either be stored away for a long time or burned. More news coming soon with exciting updates to Wilds, Partnerships, Ancients, and TGE, which is scheduled to happen this year and might surprise you. A Brawl Game Guide and exact date will be shared soon. Thanks for your attention.
0:50

📢 Excited to announce that the new season of Brawl will launch this August and will be focused on Risk to Earn, featuring: ⚔️Paid Competition: 80% of all revenue goes towards the Pro Leaderboard 📱Cross-platform: Play from Browser, Mobile PWA, or the Telegram app, and against players in all devices 💰 Real Money Wagering: There will be a game mode where you will be able to bet real money, and maybe more things 👀, against other players. ⚡️ Energy System: Players will start with 5/5 Energy. Every time you enter a game, 1 energy is spent. Pro Brawlers get extra energy each day. 🔷Shards: Shards are obtained by playing. Winning awards more Shards. Shards can also be bought in packages. 80% of everything spent will go to the Pro Leaderboard. 🐗 Beast Gacha: Shards will be used to roll the Beast Gacha. Every roll guarantees a Beast Unlock. This will be your main form of progression. Beasts start on Lv 1 with base Skill Points. Gacha Beasts are not NFTs and only playable characters, and they will be reset after every season. 🐲NFT Beasts: Your NFT Beasts will insta unlock a Merge Lv1 of the Beast you hold, accelerating your progression towards those dear Beasts you are a proud owner of. 🐯Beast Merge: Every time you roll the same Beast you had already unlocked, that Beasts Merge lvl will increase. This adds a lot to the game in the form of Progression and meta shifts, you wont see everyone using the same Beasts all the time. 🫂 Referrals: The Referral Leaderboard for 1% of the token Supply will continue accumulating this season. Qualified Referrals will give you a revenue share % out of the purchases your referrals make this BB season. We will soon share the Referral Leaderboard more transparently. 🫡 PAYING DEBTS: Before we launch Brawl, we will take care of some existing debts and make some amendments to areas that require it. I can announce the following now: - Correction to the allocation to top spots in BB S1 (increasing their amounts) - Releasing the Armored Beast to those with Qualified Referrals - Wilds VIP KURO Allocation will be increased. We will increase the amount ALL Wilds VIP users obtained by a considerable %. We think they deserve more. - Origin and Gen2 Buy Backs: We will periodically be using some funds to buy back Origin and Gen2 Beasts, we won't announce previously when we do it, only after the fact. These will either be stored away for a long time or burned. More news coming soon with exciting updates to Wilds, Partnerships, Ancients, and TGE, which is scheduled to happen this year and might surprise you. A Brawl Game Guide and exact date will be shared soon. Thanks for your attention.

kuroro beasts

43,537 views • 1 year ago

Release Notes – July 10 2025 Today’s update delivers a series of enhancements focused on friction-free cross-chain activity and a smoother mobile experience to Closed Alpha Users. 1. Unified Bridging & Swapping (BRAP) Engine -Best-rate execution: BRAP concurrently scans multiple liquidity routes and automatically selects the most favorable path for simple A → B transfers. -Single-step workflow: Move assets such as USDC (AVAX lending position → USDT on Arbitrum) or DAI on Polygon → Solana-based memecoins without manual routing or multiple approvals. Please ensure you have enough gas to execute the txs you are bridging from. 2. Bonk Launchpad Integration Recent Launchpad graduates are now surfaced directly inside the Transaction Agent, enabling one-tap participation as soon as tokens go live. 3. Flexible Signature Management Choose the security model that fits your workflow: -Session Signatures: Approve a set of transactions for a defined period or transaction count with a single signature. -Per-Transaction Signatures: Require an individual confirmation for every transaction. Switch between the two modes at any time via Settings → Authorizations. 4. Multi-Network Gas Payments via BASE PROMPT Use a single BASE PROMPT balance to cover gas fees on Arbitrum, Polygon, Base, and BNB Smart Chain—no need to maintain separate native-token reserves. 5. Mobile UI Upgrade: Collapsible Sidebar A new sidebar improves navigation on smaller screens while maximizing workspace for the tasks that matter most. 6. Contract Agent Access All free users now have access to the contract agent at a low prompt limit to test out the agent, PRO plan will have a higher prompt limit 7. Perps Agent Access -Trade perpetual futures: trade perps of tokens available on Hyperliquid -Built in BRAP function: bridge and swap from any chain to Arbitrum, and directly into your Hyperliquid perps account -Access: All free users can access perps, spot, and swaps with a lower prompt limit, PRO plan will have a higher prompt limit We value your feedback—reach out anytime via Discord or drop us a DM.
4:18

Release Notes – July 10 2025 Today’s update delivers a series of enhancements focused on friction-free cross-chain activity and a smoother mobile experience to Closed Alpha Users. 1. Unified Bridging & Swapping (BRAP) Engine -Best-rate execution: BRAP concurrently scans multiple liquidity routes and automatically selects the most favorable path for simple A → B transfers. -Single-step workflow: Move assets such as USDC (AVAX lending position → USDT on Arbitrum) or DAI on Polygon → Solana-based memecoins without manual routing or multiple approvals. Please ensure you have enough gas to execute the txs you are bridging from. 2. Bonk Launchpad Integration Recent Launchpad graduates are now surfaced directly inside the Transaction Agent, enabling one-tap participation as soon as tokens go live. 3. Flexible Signature Management Choose the security model that fits your workflow: -Session Signatures: Approve a set of transactions for a defined period or transaction count with a single signature. -Per-Transaction Signatures: Require an individual confirmation for every transaction. Switch between the two modes at any time via Settings → Authorizations. 4. Multi-Network Gas Payments via BASE PROMPT Use a single BASE PROMPT balance to cover gas fees on Arbitrum, Polygon, Base, and BNB Smart Chain—no need to maintain separate native-token reserves. 5. Mobile UI Upgrade: Collapsible Sidebar A new sidebar improves navigation on smaller screens while maximizing workspace for the tasks that matter most. 6. Contract Agent Access All free users now have access to the contract agent at a low prompt limit to test out the agent, PRO plan will have a higher prompt limit 7. Perps Agent Access -Trade perpetual futures: trade perps of tokens available on Hyperliquid -Built in BRAP function: bridge and swap from any chain to Arbitrum, and directly into your Hyperliquid perps account -Access: All free users can access perps, spot, and swaps with a lower prompt limit, PRO plan will have a higher prompt limit We value your feedback—reach out anytime via Discord or drop us a DM.

Wayfinder Foundation 🧭

51,650 views • 1 year ago

INTRODUCING SYMPHONY REWARDS: SWAP, EARN, & POWER UP New Infrastructure Upgrade and Campaign Goes Live at ~1pm ET/5pm UTC tomorrow, Tuesday, October 14, 2025 Symphony Exchange ( was built to be the most efficient, intuitive, and transparent DEX aggregator on Sei. While we're still in the early stages of our journey, one thing has always been clear: our community deserves to be rewarded for participating in the ecosystem we’re building. Today, we're excited to introduce Symphony Rewards, a long-term incentive program designed to reward real traders, build loyalty, and track participation for future rewards, including future Symphony tokens. Rewarding You With $SEIYAN Although Symphony does not yet have a native token, we’re enabling rewards through our sister project SEIYAN on SEI, which will also serve as a foundation for future incentive programs. ~5,000,000 $SEIYAN has been initially allocated for Symphony Rewards in its current phase. 2 basis point rebate (value calculated at the time of your trade) is rewarded per swap, excluding stablecoin-to-stablecoins and wrapping/unwrapping. Rewards claimable weekly, subject to ongoing adjustments and updates to anti-cheating mechanisms (including protections against sybil and wash trading; excessive attempts may result in exclusion of the wallets) This current campaign phase starts mid-day on October 14th and will last until all rewards are distributed. Power Level: Your On-Chain Reputation Every trader on Symphony will have a Power Level, which represents your aggregate trade volume across the platform. Your Power Level is more than just a number -- it's a reflection of your activity, consistency, and contribution to the Symphony ecosystem. This metric will be used as a tracking mechanism for potential future rewards, including the eventual Symphony token and other partner initiatives. Major Product Upgrade Alongside the launch of Symphony Rewards, we’re introducing two key improvements to enhance your trading experience: -Portfolio & Activity Log: You can now view your on-chain holdings and trade history directly by clicking the wallet button after connecting. -Speed Boost: Our quoting system has been optimized for sub-second response times, ensuring faster and more reliable trade execution across supported pools: Average old version API response time: 2828.84ms Average new version API response time: 395.98ms This translates to a whopping ~2.5 second average time difference! The Road Ahead Symphony is committed to building a sustainable and community-driven liquidity layer for Sei. Symphony Rewards is just the first step in that journey -- a way to recognize early adopters and contributors who are helping us shape the future of DeFi aggregation on Sei. We will also continue to explore ways to integrate more tightly with SEIYAN on SEI as well as other tokens on Sei. Trade. Earn. Build your Power Level. And stay tuned -- the Symphony has only just begun.
0:20

INTRODUCING SYMPHONY REWARDS: SWAP, EARN, & POWER UP New Infrastructure Upgrade and Campaign Goes Live at ~1pm ET/5pm UTC tomorrow, Tuesday, October 14, 2025 Symphony Exchange ( was built to be the most efficient, intuitive, and transparent DEX aggregator on Sei. While we're still in the early stages of our journey, one thing has always been clear: our community deserves to be rewarded for participating in the ecosystem we’re building. Today, we're excited to introduce Symphony Rewards, a long-term incentive program designed to reward real traders, build loyalty, and track participation for future rewards, including future Symphony tokens. Rewarding You With $SEIYAN Although Symphony does not yet have a native token, we’re enabling rewards through our sister project SEIYAN on SEI, which will also serve as a foundation for future incentive programs. ~5,000,000 $SEIYAN has been initially allocated for Symphony Rewards in its current phase. 2 basis point rebate (value calculated at the time of your trade) is rewarded per swap, excluding stablecoin-to-stablecoins and wrapping/unwrapping. Rewards claimable weekly, subject to ongoing adjustments and updates to anti-cheating mechanisms (including protections against sybil and wash trading; excessive attempts may result in exclusion of the wallets) This current campaign phase starts mid-day on October 14th and will last until all rewards are distributed. Power Level: Your On-Chain Reputation Every trader on Symphony will have a Power Level, which represents your aggregate trade volume across the platform. Your Power Level is more than just a number -- it's a reflection of your activity, consistency, and contribution to the Symphony ecosystem. This metric will be used as a tracking mechanism for potential future rewards, including the eventual Symphony token and other partner initiatives. Major Product Upgrade Alongside the launch of Symphony Rewards, we’re introducing two key improvements to enhance your trading experience: -Portfolio & Activity Log: You can now view your on-chain holdings and trade history directly by clicking the wallet button after connecting. -Speed Boost: Our quoting system has been optimized for sub-second response times, ensuring faster and more reliable trade execution across supported pools: Average old version API response time: 2828.84ms Average new version API response time: 395.98ms This translates to a whopping ~2.5 second average time difference! The Road Ahead Symphony is committed to building a sustainable and community-driven liquidity layer for Sei. Symphony Rewards is just the first step in that journey -- a way to recognize early adopters and contributors who are helping us shape the future of DeFi aggregation on Sei. We will also continue to explore ways to integrate more tightly with SEIYAN on SEI as well as other tokens on Sei. Trade. Earn. Build your Power Level. And stay tuned -- the Symphony has only just begun.

Symphony Exchange

14,981 views • 11 months ago

Here’s a Summary if you’re still wondering what $LUMI is all about… A Thread 🧵🍿😁 🗓️ When did the Lumiterra Yapper Leaderboard launch? 🗓️ The Lumiterra Testnet went live on June 26, 15:30 UTC+8….and is fully on and functioning😁 The campaign is now active and will run until TGE. 📝 Do I need to sign up or register to join the leaderboard? No,Just start talking about Lumiterra on X and let Kaito do the rest by automatically tracking your posts, and your rank will update on the leaderboard ASAP. Smooth right?😉 💬 What qualifies as a “Yap”? Yaps are high-quality contributions recognized by Kaito’s algorithm, which evaluates content based on depth, originality, and engagement value. Earn yaps by talking about gameplay moments: PvP highlights, dungeon runs, livestream clips ❕creative images featuring $LUMI ❕Post guides for beginners or newly onboarded $LUMI testers ❕post hot takes about Lumi Terradas ❕Yap about Epic fails, game bugs faced in the game for easy rectification by the team ❕Post thoughtful analysis of Lumiterra’s game, token design, or reward systems. 🎁 What’s the total reward allocation for yappers? ❕A whooping 1% of total $LUMI supply has been set aside for Kaito Yappers 👀🔥🤩 - 0.6% for Lumiterra-specific contributors - 0.4% for contributors across the broader Kaito ecosystem. 📍 How do I join the Lumiterra Yapper Leaderboard? Visit:[ page, Connect your X account and and give access to Kaito AI 🌊 , start creating and sharing quality $LUMI content and replies and watch your rank rise as the leaderboard updates. 🗓️ When can I claim rewards? Reward distribution details and claiming process are TBA so stay tuned for updates from only Lumi TerradasGame official page. 📈 How can I maximize my Yapper rewards? -Engage all my $LUMI posts😁 -Post quality info and talks about $LUMI - Engage with the $LUMI community and the top Yappers and top testers like Voracytis Lark (builder mode) Dashred Inspector⚡ Vincent Duraku 0xdahua｜大华 🎮. |🧠SENT 丨 MemeMax ⚡️ and so many more🫡👀 - Share content that helps others understand the game and its ecosystem. - Show your personality —be real with yourself and the $LUMI community. 📖 Where can I learn more about Lumiterra? You can visit their X official page Lumi Terradas and join their discord community ( for a deeper understanding and guide of the ecosystem go to Wiki/guide: [LumiTerra Game Guide]( ❓When can I play Lumiterra? You can play on browser and also download through the link below WANT TO HEAR THE FUN PART? 🔓 No whitelist required 🆕 New users can create an account without needing a ref code or and access code😮‍💨 ⏳ Campaign runs until TGE 📉 Progress will not carry over to mainnet 🎮 Get ready to explore, fight, farm, and craft in the world of $LUMI.! Shout to Pshyc_ he made this possible🫡🧡 Check out this short gameplay from Inspector⚡
1:06

Here’s a Summary if you’re still wondering what $LUMI is all about… A Thread 🧵🍿😁 🗓️ When did the Lumiterra Yapper Leaderboard launch? 🗓️ The Lumiterra Testnet went live on June 26, 15:30 UTC+8….and is fully on and functioning😁 The campaign is now active and will run until TGE. 📝 Do I need to sign up or register to join the leaderboard? No,Just start talking about Lumiterra on X and let Kaito do the rest by automatically tracking your posts, and your rank will update on the leaderboard ASAP. Smooth right?😉 💬 What qualifies as a “Yap”? Yaps are high-quality contributions recognized by Kaito’s algorithm, which evaluates content based on depth, originality, and engagement value. Earn yaps by talking about gameplay moments: PvP highlights, dungeon runs, livestream clips ❕creative images featuring $LUMI ❕Post guides for beginners or newly onboarded $LUMI testers ❕post hot takes about Lumi Terradas ❕Yap about Epic fails, game bugs faced in the game for easy rectification by the team ❕Post thoughtful analysis of Lumiterra’s game, token design, or reward systems. 🎁 What’s the total reward allocation for yappers? ❕A whooping 1% of total $LUMI supply has been set aside for Kaito Yappers 👀🔥🤩 - 0.6% for Lumiterra-specific contributors - 0.4% for contributors across the broader Kaito ecosystem. 📍 How do I join the Lumiterra Yapper Leaderboard? Visit:[ page, Connect your X account and and give access to Kaito AI 🌊 , start creating and sharing quality $LUMI content and replies and watch your rank rise as the leaderboard updates. 🗓️ When can I claim rewards? Reward distribution details and claiming process are TBA so stay tuned for updates from only Lumi TerradasGame official page. 📈 How can I maximize my Yapper rewards? -Engage all my $LUMI posts😁 -Post quality info and talks about $LUMI - Engage with the $LUMI community and the top Yappers and top testers like Voracytis Lark (builder mode) Dashred Inspector⚡ Vincent Duraku 0xdahua｜大华 🎮. |🧠SENT 丨 MemeMax ⚡️ and so many more🫡👀 - Share content that helps others understand the game and its ecosystem. - Show your personality —be real with yourself and the $LUMI community. 📖 Where can I learn more about Lumiterra? You can visit their X official page Lumi Terradas and join their discord community ( for a deeper understanding and guide of the ecosystem go to Wiki/guide: [LumiTerra Game Guide]( ❓When can I play Lumiterra? You can play on browser and also download through the link below WANT TO HEAR THE FUN PART? 🔓 No whitelist required 🆕 New users can create an account without needing a ref code or and access code😮‍💨 ⏳ Campaign runs until TGE 📉 Progress will not carry over to mainnet 🎮 Get ready to explore, fight, farm, and craft in the world of $LUMI.! Shout to Pshyc_ he made this possible🫡🧡 Check out this short gameplay from Inspector⚡

UNRULY|LUMI 🀄️

17,949 views • 1 year ago

I watched every SEC Football Media Day press conference so you don’t have to. Here’s the best answer from every head coach: -- LSU Coach Lane Kiffin on why personal growth often comes from subtracting, not constantly adding: “If you really want to keep growing, a lot of people add things as they go versus subtracting things that are issues.” “Once you remove something from your life, you start to realize how many other people are addicted to it or need it.” “To be free of that has been interesting because you don’t compare.” “Social media… makes you compare your job, the city you live in, your vacation, your kids, your clothes, your car, your significant other.” “When you don’t see that all day, you’re free of that comparison.” “It’s been a way of being more present.” — Georgia Coach Kirby Smart explains how leaders should operate when their industry is changing rapidly: “What wins football games has not changed. Each coach has to decide within their own program what they want to major in.” You’ve got to be able to wear multiple hats. But you’ve got to choose which hats you want to wear the best.” “I’m not afraid to change what we need to change to be successful. I don’t have an ego that says you have to do it my way. I want to hear how you want to do it, and let’s find the best way.” — Oklahoma Coach Brent Venables on the player who asked for more money before he had earned a role, and how he responded: “Why don’t you worry about playing first before we worry about incentives?” — Kentucky Coach Will Stein on why he believes Kentucky can overcome its history and win at a championship level: “I think because of me, to be honest.” “I know what it takes. I’ve seen it at the highest levels. You’ve just got to believe. You’ve just got to put the ball down and play.” “The best determination of whether what you’re doing is working is putting the ball down and playing football.” “There are going to be bumps in the road. I’m prepared for tough moments and tough times. I already do self-talk with myself: ‘How can I stay neutral when stuff’s bad?’” “You’ve got to go attack. You can’t sit back and wait.That’s one thing I refuse to do at Kentucky—wait.” — Missouri Coach Eli Drinkwitz explains what Ahmad Hardy’s recovery taught him about the real purpose of coaching: “There was that moment where he realized he was mortal. I’ve been very proud of the way he’s approached his recovery and his rehab. His number one responsibility is to be a father, and then after that, to continue to be a great teammate.” “That’s exactly what coaching is all about. It’s about taking young men on a journey from 18 to maturity—and it’s a lifelong process.” “Regardless of how much the business changes or is disrupted, it’s still about helping players achieve their dreams.” “When Ahmad scores his first touchdown this year, I’ll be thinking about that journey from hospital bed to end zone.” — South Carolina Coach Shane Beamer takes complete ownership of South Carolina’s disappointing season and explains how adversity revealed the strength of the program’s culture: “There was no ceiling on the football program at South Carolina, and nothing has changed. We fell woefully short, and that’s on me. We don’t seek comfort from how close we were.” — Vanderbilt Coach Clark Lea on Vanderbilt’s disastrous 2023 season and explains how it became the turning point that eventually led to a 10-win season: “That’s called getting your ass kicked.” “It may have been the most important thing that’s ever happened to me as a head coach and to the program.” “The vision never left us.” “In 15 years, when I look back on this moment, what am I learning right now—not what am I feeling right now?” — Tennessee Coach Josh Heupel explains how to develop an inexperienced quarterback without coaching away what makes him special: “The players have to go learn it, earn it, and compete for it every single day.” “Each one of them is a little bit different. They’re the artist. You’ve got to hand them the paintbrush and let them go paint it.” — Florida Coach John Sumrall explains the attitude he wants to establish at Florida: “I may have some bad moments. I don’t have bad days.” “Attitude is demeanor, drive and desire. Demeanor is your body language. Your drive and desire is the mindset that you’ve never arrived, you can always get better.” — Texas A&M Coach Mike Elko on how he prevents complacency after a playoff appearance: “I show them our trophy case, and it’s empty.” — Ole Miss Coach Pete Golding explains how he defines an elite program beyond wins and football performance: “Elite programs aren’t designed for when they’ve got cleats on. Elite programs are designed for when they take them cleats off.” “Are they a better dude? Are they a better husband? Are they a better father?” — Auburn Coach Alex Golesh explains where real confidence comes from: “Real confidence, not fake confidence, but real, authentic, genuine confidence, comes from elite-level process day in and day out.” — Arkansas Coach Ryan Silverfield explains why rebuilding Arkansas required examining every detail: “The night I got there… I said, ‘We need to fix the light bulbs.’ How you do anything is how you do everything.” “People now are starting to catch on: this is how we need to do this. We need to be better here. We need to support this more.” — Mississippi State Coach Jeff Lebby explains why the next step for a talented young quarterback is not always making more plays—it is learning which plays not to make: “I don’t necessarily put a ceiling on K1. The way he goes about his business on the day-to-day to prepare himself to have success between the white lines—it’s elite.” — Alabama Coach Kalen DeBoer explains why reputation, returning talent and last year’s progress mean nothing until the new team proves it again: “That’s okay, because we’ve got to go prove it. It doesn’t matter how many guys you return.” “Until we prove it, we understand there’s going to be doubt.” — Texas Coach Steve Sarkisian explains how Arch Manning handled being hyped by outsiders, blamed when their predictions failed, and refused to respond publicly: “Arch Manning wasn’t on social media or television saying, ‘I’m going to be the first pick of the draft.’ All he did was work really hard.” “Then those same people wanted to criticize and demean him almost for letting them down because he didn’t live up to what they thought he was going to be.” “What he got put through probably would have melted or destroyed 99% of people in his shoes.” “All he did was stay consistent and true to who he was. He didn’t go back on social media and say, ‘I told you so.’” “I think right now he’s a very dangerous player because he learned a lot from last season.”
24:18

I watched every SEC Football Media Day press conference so you don’t have to. Here’s the best answer from every head coach: -- LSU Coach Lane Kiffin on why personal growth often comes from subtracting, not constantly adding: “If you really want to keep growing, a lot of people add things as they go versus subtracting things that are issues.” “Once you remove something from your life, you start to realize how many other people are addicted to it or need it.” “To be free of that has been interesting because you don’t compare.” “Social media… makes you compare your job, the city you live in, your vacation, your kids, your clothes, your car, your significant other.” “When you don’t see that all day, you’re free of that comparison.” “It’s been a way of being more present.” — Georgia Coach Kirby Smart explains how leaders should operate when their industry is changing rapidly: “What wins football games has not changed. Each coach has to decide within their own program what they want to major in.” You’ve got to be able to wear multiple hats. But you’ve got to choose which hats you want to wear the best.” “I’m not afraid to change what we need to change to be successful. I don’t have an ego that says you have to do it my way. I want to hear how you want to do it, and let’s find the best way.” — Oklahoma Coach Brent Venables on the player who asked for more money before he had earned a role, and how he responded: “Why don’t you worry about playing first before we worry about incentives?” — Kentucky Coach Will Stein on why he believes Kentucky can overcome its history and win at a championship level: “I think because of me, to be honest.” “I know what it takes. I’ve seen it at the highest levels. You’ve just got to believe. You’ve just got to put the ball down and play.” “The best determination of whether what you’re doing is working is putting the ball down and playing football.” “There are going to be bumps in the road. I’m prepared for tough moments and tough times. I already do self-talk with myself: ‘How can I stay neutral when stuff’s bad?’” “You’ve got to go attack. You can’t sit back and wait.That’s one thing I refuse to do at Kentucky—wait.” — Missouri Coach Eli Drinkwitz explains what Ahmad Hardy’s recovery taught him about the real purpose of coaching: “There was that moment where he realized he was mortal. I’ve been very proud of the way he’s approached his recovery and his rehab. His number one responsibility is to be a father, and then after that, to continue to be a great teammate.” “That’s exactly what coaching is all about. It’s about taking young men on a journey from 18 to maturity—and it’s a lifelong process.” “Regardless of how much the business changes or is disrupted, it’s still about helping players achieve their dreams.” “When Ahmad scores his first touchdown this year, I’ll be thinking about that journey from hospital bed to end zone.” — South Carolina Coach Shane Beamer takes complete ownership of South Carolina’s disappointing season and explains how adversity revealed the strength of the program’s culture: “There was no ceiling on the football program at South Carolina, and nothing has changed. We fell woefully short, and that’s on me. We don’t seek comfort from how close we were.” — Vanderbilt Coach Clark Lea on Vanderbilt’s disastrous 2023 season and explains how it became the turning point that eventually led to a 10-win season: “That’s called getting your ass kicked.” “It may have been the most important thing that’s ever happened to me as a head coach and to the program.” “The vision never left us.” “In 15 years, when I look back on this moment, what am I learning right now—not what am I feeling right now?” — Tennessee Coach Josh Heupel explains how to develop an inexperienced quarterback without coaching away what makes him special: “The players have to go learn it, earn it, and compete for it every single day.” “Each one of them is a little bit different. They’re the artist. You’ve got to hand them the paintbrush and let them go paint it.” — Florida Coach John Sumrall explains the attitude he wants to establish at Florida: “I may have some bad moments. I don’t have bad days.” “Attitude is demeanor, drive and desire. Demeanor is your body language. Your drive and desire is the mindset that you’ve never arrived, you can always get better.” — Texas A&M Coach Mike Elko on how he prevents complacency after a playoff appearance: “I show them our trophy case, and it’s empty.” — Ole Miss Coach Pete Golding explains how he defines an elite program beyond wins and football performance: “Elite programs aren’t designed for when they’ve got cleats on. Elite programs are designed for when they take them cleats off.” “Are they a better dude? Are they a better husband? Are they a better father?” — Auburn Coach Alex Golesh explains where real confidence comes from: “Real confidence, not fake confidence, but real, authentic, genuine confidence, comes from elite-level process day in and day out.” — Arkansas Coach Ryan Silverfield explains why rebuilding Arkansas required examining every detail: “The night I got there… I said, ‘We need to fix the light bulbs.’ How you do anything is how you do everything.” “People now are starting to catch on: this is how we need to do this. We need to be better here. We need to support this more.” — Mississippi State Coach Jeff Lebby explains why the next step for a talented young quarterback is not always making more plays—it is learning which plays not to make: “I don’t necessarily put a ceiling on K1. The way he goes about his business on the day-to-day to prepare himself to have success between the white lines—it’s elite.” — Alabama Coach Kalen DeBoer explains why reputation, returning talent and last year’s progress mean nothing until the new team proves it again: “That’s okay, because we’ve got to go prove it. It doesn’t matter how many guys you return.” “Until we prove it, we understand there’s going to be doubt.” — Texas Coach Steve Sarkisian explains how Arch Manning handled being hyped by outsiders, blamed when their predictions failed, and refused to respond publicly: “Arch Manning wasn’t on social media or television saying, ‘I’m going to be the first pick of the draft.’ All he did was work really hard.” “Then those same people wanted to criticize and demean him almost for letting them down because he didn’t live up to what they thought he was going to be.” “What he got put through probably would have melted or destroyed 99% of people in his shoes.” “All he did was stay consistent and true to who he was. He didn’t go back on social media and say, ‘I told you so.’” “I think right now he’s a very dangerous player because he learned a lot from last season.”

Josh Chambers

64,522 views • 2 months ago

5 years ago, I created a fundraiser on Donate-NG to buy a laptop. I had just been admitted to the university to study Computer Science. But I didn't own a laptop. That was a very big setback for me. The Job I had then was paying 500 Naira per 1000 Word article I wrote. At the time, I was studying with a Tecno Y6 that had passed from my older sister to my older brother, then to me. (A generational phone 😅) I kept asking myself: How was I supposed to survive the department like this? To make things worse, my dad was battling prostate cancer. Asking for money wasn’t even an option. So on October 7th, 2020, in the heat of COVID, I did the only thing I thought I could do. I made this YouTube video begging good Nigerians to help me raise money for a laptop. That video is still online and yes… It’s embarrassing now 😅 Nobody watched it, and Not a single naira was raised. ----- That moment could have broken me. But instead, something clicked. I realized no one was coming to save me. So I decided to take control of my life. That same October; • I got my first Web3 gig as a community engager • The pay was ₦6,000 per month • It wasn’t much, but it was hope Then in December 2020, everything changed. • A VC paid me $500 to engage across the projects they invested in. For the first time in my life, I had real money in my hands. I withdrew ₦160,000, and I bought my first laptop. My First Laptop: That laptop is still with me today. I keep it with me as a reminder of my sheer grit and hustle. From that moment on, everything began to compound. I went on to work with and contribute to multiple Web3 and tech projects, building communities, onboarding users, managing growth, running programs, and shipping real impact across Africa. I grew from: • A student with no laptop • To help hundreds of people get jobs through my academy - The Void Academy (Many students from there are now earning working remotely) • To onboard tens of thousands of users across Africa • To manage ambassadors, communities, and growth teams Today: • I work as a User Acquisition & Marketing Manager earning a six-figure salary (₦) • I earn 6 figures (₦) bi-weekly from X creator payouts • I can afford any laptop I want • I use a phone I could only dream of back then And today… I’m officially launching the waitlist for my first product as a founder. ----- A Phone and A Dream (A Phone and A Dream | Waitlist Live) This product is deeply personal. Because I’ve lived this story. I know that talent is everywhere, but opportunity is not, and getting opportunities today starts with access to basic tools. A Phone and A Dream exists to change that. ----- So, what exactly is A Phone and A Dream? A Phone and A Dream is a social-impact platform that connects device donors with people who lack access to basic tech tools: students, builders, creators, and professionals, using the Avalanche🔺 blockchain to make every donation transparent, traceable, and impactful. We believe access to the right device can be the difference between potential and progress. I'm living proof of that, so are many of you reading this right now. This isn’t just about giving devices. It’s about unlocking opportunity. Devices that can be donated include: 1. Phones: Smartphones of all brands (Android & iOS) 2: Laptops: Windows laptops 3. MacBooks: ThinkPads and similar work machines 4. Tablets: iPads, Android tablets 5. Desktop PCs: Complete desktop setups 6. Monitors & Peripherals: Monitors/displays, Keyboards, Mice 7. External Storage: HDDs, SSDs, USB drives 8. Creator Tools: Ring lights, Microphones, Webcams, Tripods And this is important, Devices don’t have to be brand new. We accept: - New Devices - Used but functional devices - Devices that need refurbishing If it can be repaired, upgraded, or repurposed, it can still change a life. Many tech bros/girls buy a new device yearly; the old device you no longer use could be someone else’s first opportunity. ----- Benefits to You as a donor: You don’t just donate and hope for the best. You can: • Track every device donated • See where it goes • And you can follow the recipient milestones to keep updated with how they've effectively used the device (No more donations without accountability.) • You get to know the real impact of your generosity We’ve seen incredible people like I D R I S, Sir Dickson, SUPREMOS 🤍🐘, Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸, King.sol 🇶🇦 (with Rainbow's Adolf),Xeusthegreat (♟,♟), WILSON, C W E , Farmercist 👨‍🌾 🦅, just to name a few donate devices to people. The Laptop Guy (Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸) has been trying to help millions of Nigerians with devices. But one major challenge has always been tracking, reporting, and accountability on both end including the recipients, so he can tell the extent of his impact. That’s exactly what A Phone and A Dream solves. If you come onboard as a Donor on A Phone and A Dream | Waitlist Live, you get to see: • Where their device went • Who received it • What it enabled ----- Benefits to You as a recipient: You're not getting charity, you're receiving opportunity, access to tools that unlock learning, work, income, and dignity. So you don't pass through what I did. • You get a device after being approved • You get to participate in bounties, tasks, and hackathons on the platform to earn funds • You get a portfolio dashboard that you can consistently update your milestones and be accountable to your donor. ----- Lastly, we’re currently participating in the Avalanche Build Games Hackathon. This is me asking for your help, don't fade me again 😩. If you know: • Someone who can donate a device (new or refurbished) • Someone who can amplify this mission • Share the website with them • Also help me like, repost, quote, and share this post Please tag them in the comments, tag accounts that can help amplify this mission, and let the world see. Part of the rewards if we get selected and go on to win the hackathon will be used to fund new devices to go live on the platform. (Help us make this happen.) If you’re a recipient, you can visit our website (Website is in my bio and also in the comment) and join the waitlist. ⚠️ Important: The first batch of devices priority will go to users on the waitlist, our Day 1 champs. A Phone and A Dream is here to change lives by giving you access. You can help this mission by: • Tagging potential donors • Tagging amplifiers and your friends • Sharing our website • Encouraging people to join the waitlist Five years ago, I begged for a laptop. Today, I’m building a system so others don’t have to beg. ♥ The website is on my bio and in the comment, also see it on A Phone and A Dream | Waitlist Live's bio.
1:44

5 years ago, I created a fundraiser on Donate-NG to buy a laptop. I had just been admitted to the university to study Computer Science. But I didn't own a laptop. That was a very big setback for me. The Job I had then was paying 500 Naira per 1000 Word article I wrote. At the time, I was studying with a Tecno Y6 that had passed from my older sister to my older brother, then to me. (A generational phone 😅) I kept asking myself: How was I supposed to survive the department like this? To make things worse, my dad was battling prostate cancer. Asking for money wasn’t even an option. So on October 7th, 2020, in the heat of COVID, I did the only thing I thought I could do. I made this YouTube video begging good Nigerians to help me raise money for a laptop. That video is still online and yes… It’s embarrassing now 😅 Nobody watched it, and Not a single naira was raised. ----- That moment could have broken me. But instead, something clicked. I realized no one was coming to save me. So I decided to take control of my life. That same October; • I got my first Web3 gig as a community engager • The pay was ₦6,000 per month • It wasn’t much, but it was hope Then in December 2020, everything changed. • A VC paid me $500 to engage across the projects they invested in. For the first time in my life, I had real money in my hands. I withdrew ₦160,000, and I bought my first laptop. My First Laptop: That laptop is still with me today. I keep it with me as a reminder of my sheer grit and hustle. From that moment on, everything began to compound. I went on to work with and contribute to multiple Web3 and tech projects, building communities, onboarding users, managing growth, running programs, and shipping real impact across Africa. I grew from: • A student with no laptop • To help hundreds of people get jobs through my academy - The Void Academy (Many students from there are now earning working remotely) • To onboard tens of thousands of users across Africa • To manage ambassadors, communities, and growth teams Today: • I work as a User Acquisition & Marketing Manager earning a six-figure salary (₦) • I earn 6 figures (₦) bi-weekly from X creator payouts • I can afford any laptop I want • I use a phone I could only dream of back then And today… I’m officially launching the waitlist for my first product as a founder. ----- A Phone and A Dream (A Phone and A Dream | Waitlist Live) This product is deeply personal. Because I’ve lived this story. I know that talent is everywhere, but opportunity is not, and getting opportunities today starts with access to basic tools. A Phone and A Dream exists to change that. ----- So, what exactly is A Phone and A Dream? A Phone and A Dream is a social-impact platform that connects device donors with people who lack access to basic tech tools: students, builders, creators, and professionals, using the Avalanche🔺 blockchain to make every donation transparent, traceable, and impactful. We believe access to the right device can be the difference between potential and progress. I'm living proof of that, so are many of you reading this right now. This isn’t just about giving devices. It’s about unlocking opportunity. Devices that can be donated include: 1. Phones: Smartphones of all brands (Android & iOS) 2: Laptops: Windows laptops 3. MacBooks: ThinkPads and similar work machines 4. Tablets: iPads, Android tablets 5. Desktop PCs: Complete desktop setups 6. Monitors & Peripherals: Monitors/displays, Keyboards, Mice 7. External Storage: HDDs, SSDs, USB drives 8. Creator Tools: Ring lights, Microphones, Webcams, Tripods And this is important, Devices don’t have to be brand new. We accept: - New Devices - Used but functional devices - Devices that need refurbishing If it can be repaired, upgraded, or repurposed, it can still change a life. Many tech bros/girls buy a new device yearly; the old device you no longer use could be someone else’s first opportunity. ----- Benefits to You as a donor: You don’t just donate and hope for the best. You can: • Track every device donated • See where it goes • And you can follow the recipient milestones to keep updated with how they've effectively used the device (No more donations without accountability.) • You get to know the real impact of your generosity We’ve seen incredible people like I D R I S, Sir Dickson, SUPREMOS 🤍🐘, Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸, King.sol 🇶🇦 (with Rainbow's Adolf),Xeusthegreat (♟,♟), WILSON, C W E , Farmercist 👨‍🌾 🦅, just to name a few donate devices to people. The Laptop Guy (Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸) has been trying to help millions of Nigerians with devices. But one major challenge has always been tracking, reporting, and accountability on both end including the recipients, so he can tell the extent of his impact. That’s exactly what A Phone and A Dream solves. If you come onboard as a Donor on A Phone and A Dream | Waitlist Live, you get to see: • Where their device went • Who received it • What it enabled ----- Benefits to You as a recipient: You're not getting charity, you're receiving opportunity, access to tools that unlock learning, work, income, and dignity. So you don't pass through what I did. • You get a device after being approved • You get to participate in bounties, tasks, and hackathons on the platform to earn funds • You get a portfolio dashboard that you can consistently update your milestones and be accountable to your donor. ----- Lastly, we’re currently participating in the Avalanche Build Games Hackathon. This is me asking for your help, don't fade me again 😩. If you know: • Someone who can donate a device (new or refurbished) • Someone who can amplify this mission • Share the website with them • Also help me like, repost, quote, and share this post Please tag them in the comments, tag accounts that can help amplify this mission, and let the world see. Part of the rewards if we get selected and go on to win the hackathon will be used to fund new devices to go live on the platform. (Help us make this happen.) If you’re a recipient, you can visit our website (Website is in my bio and also in the comment) and join the waitlist. ⚠️ Important: The first batch of devices priority will go to users on the waitlist, our Day 1 champs. A Phone and A Dream is here to change lives by giving you access. You can help this mission by: • Tagging potential donors • Tagging amplifiers and your friends • Sharing our website • Encouraging people to join the waitlist Five years ago, I begged for a laptop. Today, I’m building a system so others don’t have to beg. ♥ The website is on my bio and in the comment, also see it on A Phone and A Dream | Waitlist Live's bio.

BIG JO | A Phone and A Dream 2026 📱 🐐

28,456 views • 7 months ago

Made $313 → $2,382,780 in 4 Days Using a Claude AI Bot on Polymarket. 26,738 trades. 98% win rate. Full blockchain proof. Every single trade verifiable on-chain. I've made the exact step-by-step guide to build this Claude Polymarket bot from scratch. You've been trading for 3 years. Still red. He gave Claude $313. Woke up rich. Free for 24 hours. To get this Setup guide: 1. Comment "Money" 2. Like and Retweet 3. Follow me Himanshu Kumar (so i can DM you) Full 2-hour video tutorial attached. Every single click and command explained. Beginner to running bot. Now let me break down exactly how this works. Save this post. This is the most important trading breakdown you'll ever read. ↓ Let's start with the number that should make you sick. $313. That's what this wallet started with. Not $50,000. Not $10,000. Not even $1,000. $313. Less than your monthly Netflix + Uber Eats + Spotify combined. 4 months later: $2,382,780.80. That's a 7,942x return. While you spent those same 4 months staring at charts, drawing trendlines, panic selling, revenge trading, and ending the month exactly where you started. Minus the $200 you lost on that "sure thing." Same 4 months. Same market. Same opportunities. He had a bot. You had feelings. Guess who won. Save this post right now. What I'm about to explain is the exact mechanism behind every dollar of that $2.38M. Follow Himanshu Kumar so you don't miss the rest. ↓ How Polymarket actually works and why bots print money on it. Polymarket is a prediction market. Will BTC be higher in 15 minutes? Yes or No. Will the Fed raise rates? Yes or No. You buy shares between $0 and $1. If you're right, your share settles at $1. If you're wrong, it settles at $0. Simple. Now here's where it gets interesting. Polymarket updates its prices SLOWER than the real market moves. When BTC drops 0.6% on Binance, Polymarket still shows old odds for about 2.7 seconds. 2.7 seconds. In those 2.7 seconds, the bot already knows the outcome. It's not predicting. It's not guessing. It's reading information that already exists and trading before Polymarket catches up. That's not trading. That's collecting free money with a 2.7 second head start. And you're over there using a 15-indicator TradingView setup trying to "predict" where BTC goes next. The bot doesn't predict anything. It just reads faster than you. That's the entire edge. Save this post because if you understand this one concept you understand how millionaires are being made on Polymarket right now. Follow Himanshu Kumar for more breakdowns like this. ↓ Let me walk you through one single trade. A new 15-minute BTC contract opens on Polymarket. Odds are 50/50. Fair price. 10 minutes in, BTC drops 0.6% on Binance. Hard, fast move. The real probability of BTC being lower at expiry is now about 78%. Polymarket still shows 54/46. The bot sees this instantly. Binance WebSocket feed. Under 50ms latency. The edge is 24 percentage points. On a binary contract, that's basically free money. Bot calculates position size using Kelly Criterion. Executes via Polymarket's API. Done. Within 2-3 seconds, other participants update the odds. 54/46 moves toward 78/22. Bot either exits for immediate profit or holds to resolution. Either way, the trade was entered with near-certainty of a positive outcome. Now repeat this 200-500 times per day. $313 → $2,382,780 in 4 months. Not magic. Not prediction. Not luck. Industrial-scale exploitation of a market inefficiency that still exists today. And you're still placing one manual trade per day and calling yourself a "trader." This is the mechanism behind every single dollar. Bookmark this post so you can study it again. Follow Himanshu Kumar because I'm breaking down each strategy separately. ↓ There are 4 strategies. Not all Claude bots do the same thing. Strategy 1: Latency Arbitrage. Win rate: 85-98%. What 0x8dxd used. Monitor Binance price feeds. When Polymarket odds lag behind reality by 3-5%, buy the correct side before the market corrects. No forecasting. No model. No sentiment analysis. Pure speed. You're not guessing. You're reading an outcome that has already happened. Strategy 2: Oracle Arbitrage. Win rate: 78-85%. Chainlink oracle price feeds occasionally diverge from Polymarket's implied prices. When they do, the settlement direction is known. Fewer opportunities. Higher certainty when they appear. Strategy 3: News-Driven Trading. Win rate: 60-75%. Claude ingests real-time news. Government filings. Central bank statements. On-chain data. Assesses probability impact before retail traders even finish reading the headline. Lower win rate because interpretation introduces uncertainty. But works on ANY market category, not just crypto. Strategy 4: Market Making. Return: 2-5% per month. Place buy and sell orders on both sides. Capture the spread. No prediction required. Most consistent. Hardest to blow up. Compounds aggressively over time. You didn't even know there were 4 strategies. You thought "trading bot" meant one thing. That's how far behind you are. 4 strategies. 4 different risk profiles. 4 ways to make money while you sleep. Save this post. Follow Himanshu Kumar for the deep dive into each one. ↓ The timeline that should haunt you. December 2025: Bot launches with $313. Nobody notices. January 6, 2026: Wallet hits ~$438,000. 140x in 30 days. 6,615 predictions. 98% win rate. Finbold reports it. Crypto Twitter explodes. March 10, 2026: Head-to-head test. Claude bot: $1,000 → $14,216 in 48 hours. +1,322%. OpenClaw bot: fully liquidated. Same market. Same timeframe. Claude won because of better risk management. OpenClaw died because it overleveraged. March 16, 2026: Someone trains a swarm model on 3 years of NBA data. Result: +$1.49M on Polymarket. April 2026: 0x8dxd final verified balance: $2,382,780.80. 26,738 trades. 4 months. This all happened while you were "waiting for the right time to start." The right time was December 2025. The second best time is right now. But you'll probably wait until it's too late. That's what you always do. Every date on this timeline is a day you could have started but didn't. Save this post. Follow Himanshu Kumar so you at least start today. ↓ Why Claude and not ChatGPT? This isn't opinion. It's data. March 2026 head-to-head: Claude bot: +1,322%. OpenClaw (GPT-based): liquidated. Same prompt. Same market. Same conditions. Researchers found Claude's code included: > More defensive edge cases > More conservative default parameters > Better error handling > More legible code for debugging > Proper Kelly Criterion position sizing > Hard drawdown kill switches ChatGPT's code overleveraged into a losing sequence and couldn't recover. Claude's code sized positions conservatively, stopped trading when drawdown thresholds hit, and survived to compound another day. The difference between +1,322% and liquidation wasn't the strategy. It was the risk management. And Claude writes better risk management than ChatGPT. That's not a debate. That's a $15,216 difference in 48 hours. But sure, keep using ChatGPT because "everyone uses it." Everyone's broke too. Coincidence? Stop using the popular tool. Start using the profitable one. Save this post. Follow Himanshu Kumar for more Claude vs ChatGPT comparisons with real data. ↓ Why humans lose to bots. Every single time. Same strategy. Same market. Same period. Bots: ~$206,000 profit. Humans: ~$100,000 profit. 2x gap. Same strategy. Here's why: 1. Late entries. By the time you identify the lag, verify your reasoning, and click buy, the 2.7 second window is gone. The bot executes in under 100ms. You execute in 30 seconds. The opportunity doesn't exist for 30 seconds. 2. Emotional sizing. You oversize when "confident." Undersize when scared. Exact opposite of Kelly math. The bot sizes based on edge. Every time. No feelings. 3. Fatigue. You make worse decisions at hour 6 than at hour 1. The bot makes the same decision at hour 72 that it made at hour 1. 4. Drawdown psychology. After 3 losses you either panic quit or double down trying to recover. Both destroy capital. The bot has a kill switch. It stops. It doesn't feel anything. You're not competing with other humans anymore. You're competing with machines that don't sleep, don't feel, don't flinch. And you're losing. The data doesn't lie. Humans lose to bots 2x on the same strategy. Save this post. Follow Himanshu Kumar for the complete bot setup that removes you from the equation. ↓ What can go wrong. Because I'm not going to lie to you. Most people who build this bot will NOT 7,942x their money. Some will lose their initial capital. Here's what can kill you: Edge compression. The arbitrage window was 12 seconds in 2024. It's 2.7 seconds now. It's shrinking. At some point it hits zero for retail operators. This is a time-limited opportunity. Not a permanent income stream. Rule changes. Polymarket can change contract mechanics, settlement rules, or API terms overnight. What worked yesterday can lose money tomorrow. Risk management bugs. A 98% win rate strategy with broken position sizing will blow up your account on the one losing trade. The March 2026 experiment proved this. Claude survived. OpenClaw got liquidated. Same strategy. Different risk management. That's why the 2-hour video tutorial walks through every single risk parameter. Because the strategy doesn't kill you. Bad risk management kills you. This is the section most "gurus" delete. I'm keeping it because I'd rather you make money safely than blow up and blame me. Save this post. Follow Himanshu Kumar for honest breakdowns, not hype. ↓ The step-by-step to build your own. Step 1: Set up a Polymarket wallet. Fund with USDC via Polygon network. Start with $100-$300 for testing. Step 2: Generate API credentials. CLOB API key from docs.polymarket .com. Store private key in environment variable. Never hardcode it. Never share it. Step 3: Prompt Claude to build the bot. Use Claude Code for best results. It reads your filesystem, executes code, and iterates on errors autonomously. Step 4: Paper trade for at least one week. Minimum 200 completed trades. Win rate must be above 70% before going live. This step is NOT optional. Step 5: Configure risk management. Max single position: 8% of portfolio. Daily loss limit: -20% with auto halt. Kill switch at -40% drawdown. Telegram alerts on every threshold. Step 6: Go live small. $1-5 per trade. Watch every trade for first week. Compare to paper results. Scale only on evidence. Skip steps 4 and 5 and you will lose your money. That's not a warning. That's a guarantee. This is your complete build guide. Save this post. Follow Himanshu Kumar because I'll be posting the exact Claude prompts for each strategy. ↓ The edge exists right now. Not next month. Not "when you're ready." Right now. The arbitrage window is 2.7 seconds. It was 12 seconds in 2024. It's shrinking every week. Every day you wait, more bots enter the space. The window gets smaller. Your potential returns get smaller. The bots already running have a compounding advantage. They're making money today that they'll use to make more money tomorrow. You're reading about it and telling yourself "I'll look into this next weekend." That's what you said last weekend. And the weekend before that. The best time to start was 6 months ago. The second best time is today. But you already know you're going to bookmark this and never open it again. Prove me wrong. ↓ Full 2-hour video tutorial attached. Every single click. Every command. Every parameter. From zero to running bot. Beginner friendly. Nothing skipped. A similar bot has already earned $2,382,780. Full blockchain proof in the article below. The video is free. The tools are free. The edge still exists. The only thing that costs money is another month of doing nothing while bots eat every opportunity you're too slow to catch. Follow Himanshu Kumar for the complete series covering every automated income stream using Claude. Prediction markets are just the beginning. Save this post. Bookmark it. Screenshot it. Whatever you need to do so you actually watch the video and build the bot instead of just reading about people who did. You Must Follow me Himanshu Kumar, so i can send you DM.
2:22:35

Made $313 → $2,382,780 in 4 Days Using a Claude AI Bot on Polymarket. 26,738 trades. 98% win rate. Full blockchain proof. Every single trade verifiable on-chain. I've made the exact step-by-step guide to build this Claude Polymarket bot from scratch. You've been trading for 3 years. Still red. He gave Claude $313. Woke up rich. Free for 24 hours. To get this Setup guide: 1. Comment "Money" 2. Like and Retweet 3. Follow me Himanshu Kumar (so i can DM you) Full 2-hour video tutorial attached. Every single click and command explained. Beginner to running bot. Now let me break down exactly how this works. Save this post. This is the most important trading breakdown you'll ever read. ↓ Let's start with the number that should make you sick. $313. That's what this wallet started with. Not $50,000. Not $10,000. Not even $1,000. $313. Less than your monthly Netflix + Uber Eats + Spotify combined. 4 months later: $2,382,780.80. That's a 7,942x return. While you spent those same 4 months staring at charts, drawing trendlines, panic selling, revenge trading, and ending the month exactly where you started. Minus the $200 you lost on that "sure thing." Same 4 months. Same market. Same opportunities. He had a bot. You had feelings. Guess who won. Save this post right now. What I'm about to explain is the exact mechanism behind every dollar of that $2.38M. Follow Himanshu Kumar so you don't miss the rest. ↓ How Polymarket actually works and why bots print money on it. Polymarket is a prediction market. Will BTC be higher in 15 minutes? Yes or No. Will the Fed raise rates? Yes or No. You buy shares between $0 and $1. If you're right, your share settles at $1. If you're wrong, it settles at $0. Simple. Now here's where it gets interesting. Polymarket updates its prices SLOWER than the real market moves. When BTC drops 0.6% on Binance, Polymarket still shows old odds for about 2.7 seconds. 2.7 seconds. In those 2.7 seconds, the bot already knows the outcome. It's not predicting. It's not guessing. It's reading information that already exists and trading before Polymarket catches up. That's not trading. That's collecting free money with a 2.7 second head start. And you're over there using a 15-indicator TradingView setup trying to "predict" where BTC goes next. The bot doesn't predict anything. It just reads faster than you. That's the entire edge. Save this post because if you understand this one concept you understand how millionaires are being made on Polymarket right now. Follow Himanshu Kumar for more breakdowns like this. ↓ Let me walk you through one single trade. A new 15-minute BTC contract opens on Polymarket. Odds are 50/50. Fair price. 10 minutes in, BTC drops 0.6% on Binance. Hard, fast move. The real probability of BTC being lower at expiry is now about 78%. Polymarket still shows 54/46. The bot sees this instantly. Binance WebSocket feed. Under 50ms latency. The edge is 24 percentage points. On a binary contract, that's basically free money. Bot calculates position size using Kelly Criterion. Executes via Polymarket's API. Done. Within 2-3 seconds, other participants update the odds. 54/46 moves toward 78/22. Bot either exits for immediate profit or holds to resolution. Either way, the trade was entered with near-certainty of a positive outcome. Now repeat this 200-500 times per day. $313 → $2,382,780 in 4 months. Not magic. Not prediction. Not luck. Industrial-scale exploitation of a market inefficiency that still exists today. And you're still placing one manual trade per day and calling yourself a "trader." This is the mechanism behind every single dollar. Bookmark this post so you can study it again. Follow Himanshu Kumar because I'm breaking down each strategy separately. ↓ There are 4 strategies. Not all Claude bots do the same thing. Strategy 1: Latency Arbitrage. Win rate: 85-98%. What 0x8dxd used. Monitor Binance price feeds. When Polymarket odds lag behind reality by 3-5%, buy the correct side before the market corrects. No forecasting. No model. No sentiment analysis. Pure speed. You're not guessing. You're reading an outcome that has already happened. Strategy 2: Oracle Arbitrage. Win rate: 78-85%. Chainlink oracle price feeds occasionally diverge from Polymarket's implied prices. When they do, the settlement direction is known. Fewer opportunities. Higher certainty when they appear. Strategy 3: News-Driven Trading. Win rate: 60-75%. Claude ingests real-time news. Government filings. Central bank statements. On-chain data. Assesses probability impact before retail traders even finish reading the headline. Lower win rate because interpretation introduces uncertainty. But works on ANY market category, not just crypto. Strategy 4: Market Making. Return: 2-5% per month. Place buy and sell orders on both sides. Capture the spread. No prediction required. Most consistent. Hardest to blow up. Compounds aggressively over time. You didn't even know there were 4 strategies. You thought "trading bot" meant one thing. That's how far behind you are. 4 strategies. 4 different risk profiles. 4 ways to make money while you sleep. Save this post. Follow Himanshu Kumar for the deep dive into each one. ↓ The timeline that should haunt you. December 2025: Bot launches with $313. Nobody notices. January 6, 2026: Wallet hits ~$438,000. 140x in 30 days. 6,615 predictions. 98% win rate. Finbold reports it. Crypto Twitter explodes. March 10, 2026: Head-to-head test. Claude bot: $1,000 → $14,216 in 48 hours. +1,322%. OpenClaw bot: fully liquidated. Same market. Same timeframe. Claude won because of better risk management. OpenClaw died because it overleveraged. March 16, 2026: Someone trains a swarm model on 3 years of NBA data. Result: +$1.49M on Polymarket. April 2026: 0x8dxd final verified balance: $2,382,780.80. 26,738 trades. 4 months. This all happened while you were "waiting for the right time to start." The right time was December 2025. The second best time is right now. But you'll probably wait until it's too late. That's what you always do. Every date on this timeline is a day you could have started but didn't. Save this post. Follow Himanshu Kumar so you at least start today. ↓ Why Claude and not ChatGPT? This isn't opinion. It's data. March 2026 head-to-head: Claude bot: +1,322%. OpenClaw (GPT-based): liquidated. Same prompt. Same market. Same conditions. Researchers found Claude's code included: > More defensive edge cases > More conservative default parameters > Better error handling > More legible code for debugging > Proper Kelly Criterion position sizing > Hard drawdown kill switches ChatGPT's code overleveraged into a losing sequence and couldn't recover. Claude's code sized positions conservatively, stopped trading when drawdown thresholds hit, and survived to compound another day. The difference between +1,322% and liquidation wasn't the strategy. It was the risk management. And Claude writes better risk management than ChatGPT. That's not a debate. That's a $15,216 difference in 48 hours. But sure, keep using ChatGPT because "everyone uses it." Everyone's broke too. Coincidence? Stop using the popular tool. Start using the profitable one. Save this post. Follow Himanshu Kumar for more Claude vs ChatGPT comparisons with real data. ↓ Why humans lose to bots. Every single time. Same strategy. Same market. Same period. Bots: ~$206,000 profit. Humans: ~$100,000 profit. 2x gap. Same strategy. Here's why: 1. Late entries. By the time you identify the lag, verify your reasoning, and click buy, the 2.7 second window is gone. The bot executes in under 100ms. You execute in 30 seconds. The opportunity doesn't exist for 30 seconds. 2. Emotional sizing. You oversize when "confident." Undersize when scared. Exact opposite of Kelly math. The bot sizes based on edge. Every time. No feelings. 3. Fatigue. You make worse decisions at hour 6 than at hour 1. The bot makes the same decision at hour 72 that it made at hour 1. 4. Drawdown psychology. After 3 losses you either panic quit or double down trying to recover. Both destroy capital. The bot has a kill switch. It stops. It doesn't feel anything. You're not competing with other humans anymore. You're competing with machines that don't sleep, don't feel, don't flinch. And you're losing. The data doesn't lie. Humans lose to bots 2x on the same strategy. Save this post. Follow Himanshu Kumar for the complete bot setup that removes you from the equation. ↓ What can go wrong. Because I'm not going to lie to you. Most people who build this bot will NOT 7,942x their money. Some will lose their initial capital. Here's what can kill you: Edge compression. The arbitrage window was 12 seconds in 2024. It's 2.7 seconds now. It's shrinking. At some point it hits zero for retail operators. This is a time-limited opportunity. Not a permanent income stream. Rule changes. Polymarket can change contract mechanics, settlement rules, or API terms overnight. What worked yesterday can lose money tomorrow. Risk management bugs. A 98% win rate strategy with broken position sizing will blow up your account on the one losing trade. The March 2026 experiment proved this. Claude survived. OpenClaw got liquidated. Same strategy. Different risk management. That's why the 2-hour video tutorial walks through every single risk parameter. Because the strategy doesn't kill you. Bad risk management kills you. This is the section most "gurus" delete. I'm keeping it because I'd rather you make money safely than blow up and blame me. Save this post. Follow Himanshu Kumar for honest breakdowns, not hype. ↓ The step-by-step to build your own. Step 1: Set up a Polymarket wallet. Fund with USDC via Polygon network. Start with $100-$300 for testing. Step 2: Generate API credentials. CLOB API key from docs.polymarket .com. Store private key in environment variable. Never hardcode it. Never share it. Step 3: Prompt Claude to build the bot. Use Claude Code for best results. It reads your filesystem, executes code, and iterates on errors autonomously. Step 4: Paper trade for at least one week. Minimum 200 completed trades. Win rate must be above 70% before going live. This step is NOT optional. Step 5: Configure risk management. Max single position: 8% of portfolio. Daily loss limit: -20% with auto halt. Kill switch at -40% drawdown. Telegram alerts on every threshold. Step 6: Go live small. $1-5 per trade. Watch every trade for first week. Compare to paper results. Scale only on evidence. Skip steps 4 and 5 and you will lose your money. That's not a warning. That's a guarantee. This is your complete build guide. Save this post. Follow Himanshu Kumar because I'll be posting the exact Claude prompts for each strategy. ↓ The edge exists right now. Not next month. Not "when you're ready." Right now. The arbitrage window is 2.7 seconds. It was 12 seconds in 2024. It's shrinking every week. Every day you wait, more bots enter the space. The window gets smaller. Your potential returns get smaller. The bots already running have a compounding advantage. They're making money today that they'll use to make more money tomorrow. You're reading about it and telling yourself "I'll look into this next weekend." That's what you said last weekend. And the weekend before that. The best time to start was 6 months ago. The second best time is today. But you already know you're going to bookmark this and never open it again. Prove me wrong. ↓ Full 2-hour video tutorial attached. Every single click. Every command. Every parameter. From zero to running bot. Beginner friendly. Nothing skipped. A similar bot has already earned $2,382,780. Full blockchain proof in the article below. The video is free. The tools are free. The edge still exists. The only thing that costs money is another month of doing nothing while bots eat every opportunity you're too slow to catch. Follow Himanshu Kumar for the complete series covering every automated income stream using Claude. Prediction markets are just the beginning. Save this post. Bookmark it. Screenshot it. Whatever you need to do so you actually watch the video and build the bot instead of just reading about people who did. You Must Follow me Himanshu Kumar, so i can send you DM.

Himanshu Kumar

53,994 views • 6 months ago

77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future
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77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future

Daniel Veroc

50,650 views • 1 year ago

🚨 A FOREIGN AGENT DIDN'T INFILTRATE AMERICAN CONSERVATIVE MEDIA. HE WAS HANDED THE KEYS, THE BUILDING, AND THE AUDIENCE. 🚨 January 2025. Salem Media. 900 stations: News, podcasts, "shows", and plenty of information dumps. This is just a small example of the reach this mess has gotten to and/or currently working directly under⬇️ Charlie Kirk's show (shamelessly still posting on his page) Dennis Prager Sebastian Gorka DrG Josh Hammer Lara Trump Brandon Tatum toddstarnes Hugh Hewitt LarryElderShow Townhall.com RedState HotAir.com PJ Media Breitbart News ecosystem Fox News amplification Rumble 🏴‍☠️ distribution (explains a lot actually) Daily Wire DailyWire+ cross-promotion. Benny Johnson (not salem owned but deeply embedded) Michael Knowles Matt Walsh Ben Shapiro All Daily Wire. Not Salem but the content pipeline runs parallel and the guest sharing is constant. (making sense yet?) Mark R. Levin oh the little man... I almost forgot about the little one... Westwood One syndication but completely embedded in the Salem content universe. Laura Ingraham Fox amplification tier. Same narrative. Same guests. Same framing. New York Post opinion section- prints what the ecosystem produces. Washington Examiner for more narrative amplification TheBlaze & Glenn Beck Glenn Beck's operation. Deeply cross-pollinated with all of the propaganda artists under Brad Parscale. PragerU Prager University. Specifically targeting young people with video content designed to look educational. Millions of views per video. Real America's Voice (RAV) American Voice Media. Smaller but specifically designed to reach the audience that thinks even Fox is too mainstream. AND THE ONE EVERYONE IS SLEEPING ON... Google Because the SEO & GEO architecture that Parscale's contract explicitly describes building is designed to determine what every single one of those platforms' audiences finds when they search. Add this mess on top why don't we? 👇 AI training data being rewritten at the source level to shape what your search results tell you before you even know what question to ask. Building GEO (Generative Engine Optimization) websites that strategically inject Large Language Models like ChatGPT Claude Grok Gemini how about ANY AI model since that is how this technology is built to work. The content farms feed the algorithm. The algorithm feeds the audience. The audience feeds the belief system. And the belief system feeds the vote. 🤦MAN do you all have a lot to learn about this special apparatus they've built against the American Conservative consumer. That is not a social media campaign. That is a full spectrum takeover of the information architecture that tens of millions of Americans use to form their understanding of the world. Radio. Digital. SEO. AI. Independent media trust transfer. All of it. This crap has been running full-throttle since January 2025 while every single host it produced called Tucker Carlson compromised by foreign influence. The infiltration did not start in September 2025 when the filing became public. That is just when concealment became legally impossible. The infiltration started the moment he walked through Salem's door in January 2025 and nobody told a single host, a single listener, or a single viewer what was being built inside the organization they trusted. And then it spreads. Because that is exactly how ecosystem capture works. It does not stay inside Salem's walls. It moves. It travels through the trust networks that connect conservative media voices to each other and to the independent platforms their audiences migrated to when they stopped trusting legacy media. Here's a GREAT (or terrible) example of the way this virus has spread ⬇️ March 28th 2026. Sean Hannity 🇺🇸, an active Salem Media voice, sits in Patrick Bet-David's representing the good 'ole America First 'MAGA' seeded chair on PBD Podcast Episode 766. PBD is away. No disclosure. No context. No mention of any of this to millions of viewers who came to independent media specifically to escape narrative management. What follows is fourteen months of foreign-funded editorial architecture finally reaching PBD's audience through a borrowed credibility transfer. Hannity primes the audience emotionally with October 7th. It starts with Adam- "why do they have all this money, they must be, they run the..." and stops himself dead on camera. The words that follow are embarrassing to say the least. The Biz Doc confirms AIPAC 🇺🇸🇮🇱 lobbies every senator and uses the pharmaceutical industry as his defense. Come'on man, you're WAY too smart for that line of messaging. Tom, you have run 9 figure operations. That line is not analysis. That is the talking point of someone who either does not want to answer the question or CAN'T. And to see VINCENT OSHANA end this clip below... just wild. Sad, if we're being honest. Sean Hannity 🇺🇸 attacks Muslim theology using a claim that does not appear anywhere in the Quran. The 72 virgins figure comes from a single hadith in Sunan al-Tirmidhi that mainstream Islamic scholars themselves classify as weak. Weak means the chain of transmission is questioned by the religion's own scholarly tradition. This is not obscure information. This is first page Islamic theology. You just told 1.8 billion people what their religion teaches based on a source their own scholars debate. That is not commentary on radical Islamic terrorism. That is you confidently misrepresenting an entire civilization's theology to millions of viewers who trusted you for accuracy. Vinny said it himself. You are meshing radical Islamic terrorism with an entire culture. Then kept going anyway. That sequence did not come from four people having an organic conversation. That sequence came from fourteen months of a foreign government's Chief Strategy Officer sitting inside the editorial architecture of the network one of those four people broadcasts on every single day. PBD built his credibility on forensic financial analysis and uncomfortable questions. That credibility is real. BUT on March 28th his large platform and podcast was used as the delivery mechanism for a content sequence that a federal filing tells you was purchased by a FOREIGN INTERESTED government. His audience's defenses were down. They believed they were watching something different. They were not watching something different. They were watching the same infrastructure in a different chair with a different logo in the background. This is what modern foreign influence actually looks like. Not a spy. Not a dead drop. Not a covert handler. A Chief Strategy Officer title. An editorial calendar. A GPT framing operation embedding pro-Israel narratives into the AI systems your audience uses before they know what question to ask. An SEO architecture determining what your search results look like. 50 million American digital impressions per month. A trust transfer operation spreading from Salem to Fox to independent media platforms whose audiences specifically came there to escape this. And every single Salem host who carried this operation for fourteen months spent that same fourteen months calling Tucker Carlson compromised by foreign influence. The projection was the operation. The accusation was the cover. And it spread all the way to Patrick Bet-David's chair before anyone said a word about what was sitting behind it. The infiltration is documented. The spread is documented. The filing is public. The only question left is who else is reading from a script they didn't know was being written for them? How many guest appearances have been infiltrated by the likes of propaganda artists like Brad Parscale? These are your enemies, not me for calling it out. And to Brad Parscale 👇 You are a native Kansas-born American citizen who was handed the Chief Strategy Officer title of America's largest Christian conservative radio network and used it to file a $9 million foreign agent registration for the Government of Israel. The Fort Lauderdale police report is public record. The FARA filing is public record. Both documents exist. Both tell you everything you need to know about the man shaping what American conservatives hear, read, search, and believe. POLITICO published the police report. Search on Google: ‘Brad Parscale hits her’: Former Trump campaign manager accused of domestic violence This is the man formulating the entire media propaganda we see today. Everything is starting to make A LOT more sense. Facts over narrative is how I live my life. Anyone following this garbage they're pushing can take a hike.
4:10

🚨 A FOREIGN AGENT DIDN'T INFILTRATE AMERICAN CONSERVATIVE MEDIA. HE WAS HANDED THE KEYS, THE BUILDING, AND THE AUDIENCE. 🚨 January 2025. Salem Media. 900 stations: News, podcasts, "shows", and plenty of information dumps. This is just a small example of the reach this mess has gotten to and/or currently working directly under⬇️ Charlie Kirk's show (shamelessly still posting on his page) Dennis Prager Sebastian Gorka DrG Josh Hammer Lara Trump Brandon Tatum toddstarnes Hugh Hewitt LarryElderShow Townhall.com RedState HotAir.com PJ Media Breitbart News ecosystem Fox News amplification Rumble 🏴‍☠️ distribution (explains a lot actually) Daily Wire DailyWire+ cross-promotion. Benny Johnson (not salem owned but deeply embedded) Michael Knowles Matt Walsh Ben Shapiro All Daily Wire. Not Salem but the content pipeline runs parallel and the guest sharing is constant. (making sense yet?) Mark R. Levin oh the little man... I almost forgot about the little one... Westwood One syndication but completely embedded in the Salem content universe. Laura Ingraham Fox amplification tier. Same narrative. Same guests. Same framing. New York Post opinion section- prints what the ecosystem produces. Washington Examiner for more narrative amplification TheBlaze & Glenn Beck Glenn Beck's operation. Deeply cross-pollinated with all of the propaganda artists under Brad Parscale. PragerU Prager University. Specifically targeting young people with video content designed to look educational. Millions of views per video. Real America's Voice (RAV) American Voice Media. Smaller but specifically designed to reach the audience that thinks even Fox is too mainstream. AND THE ONE EVERYONE IS SLEEPING ON... Google Because the SEO & GEO architecture that Parscale's contract explicitly describes building is designed to determine what every single one of those platforms' audiences finds when they search. Add this mess on top why don't we? 👇 AI training data being rewritten at the source level to shape what your search results tell you before you even know what question to ask. Building GEO (Generative Engine Optimization) websites that strategically inject Large Language Models like ChatGPT Claude Grok Gemini how about ANY AI model since that is how this technology is built to work. The content farms feed the algorithm. The algorithm feeds the audience. The audience feeds the belief system. And the belief system feeds the vote. 🤦MAN do you all have a lot to learn about this special apparatus they've built against the American Conservative consumer. That is not a social media campaign. That is a full spectrum takeover of the information architecture that tens of millions of Americans use to form their understanding of the world. Radio. Digital. SEO. AI. Independent media trust transfer. All of it. This crap has been running full-throttle since January 2025 while every single host it produced called Tucker Carlson compromised by foreign influence. The infiltration did not start in September 2025 when the filing became public. That is just when concealment became legally impossible. The infiltration started the moment he walked through Salem's door in January 2025 and nobody told a single host, a single listener, or a single viewer what was being built inside the organization they trusted. And then it spreads. Because that is exactly how ecosystem capture works. It does not stay inside Salem's walls. It moves. It travels through the trust networks that connect conservative media voices to each other and to the independent platforms their audiences migrated to when they stopped trusting legacy media. Here's a GREAT (or terrible) example of the way this virus has spread ⬇️ March 28th 2026. Sean Hannity 🇺🇸, an active Salem Media voice, sits in Patrick Bet-David's representing the good 'ole America First 'MAGA' seeded chair on PBD Podcast Episode 766. PBD is away. No disclosure. No context. No mention of any of this to millions of viewers who came to independent media specifically to escape narrative management. What follows is fourteen months of foreign-funded editorial architecture finally reaching PBD's audience through a borrowed credibility transfer. Hannity primes the audience emotionally with October 7th. It starts with Adam- "why do they have all this money, they must be, they run the..." and stops himself dead on camera. The words that follow are embarrassing to say the least. The Biz Doc confirms AIPAC 🇺🇸🇮🇱 lobbies every senator and uses the pharmaceutical industry as his defense. Come'on man, you're WAY too smart for that line of messaging. Tom, you have run 9 figure operations. That line is not analysis. That is the talking point of someone who either does not want to answer the question or CAN'T. And to see VINCENT OSHANA end this clip below... just wild. Sad, if we're being honest. Sean Hannity 🇺🇸 attacks Muslim theology using a claim that does not appear anywhere in the Quran. The 72 virgins figure comes from a single hadith in Sunan al-Tirmidhi that mainstream Islamic scholars themselves classify as weak. Weak means the chain of transmission is questioned by the religion's own scholarly tradition. This is not obscure information. This is first page Islamic theology. You just told 1.8 billion people what their religion teaches based on a source their own scholars debate. That is not commentary on radical Islamic terrorism. That is you confidently misrepresenting an entire civilization's theology to millions of viewers who trusted you for accuracy. Vinny said it himself. You are meshing radical Islamic terrorism with an entire culture. Then kept going anyway. That sequence did not come from four people having an organic conversation. That sequence came from fourteen months of a foreign government's Chief Strategy Officer sitting inside the editorial architecture of the network one of those four people broadcasts on every single day. PBD built his credibility on forensic financial analysis and uncomfortable questions. That credibility is real. BUT on March 28th his large platform and podcast was used as the delivery mechanism for a content sequence that a federal filing tells you was purchased by a FOREIGN INTERESTED government. His audience's defenses were down. They believed they were watching something different. They were not watching something different. They were watching the same infrastructure in a different chair with a different logo in the background. This is what modern foreign influence actually looks like. Not a spy. Not a dead drop. Not a covert handler. A Chief Strategy Officer title. An editorial calendar. A GPT framing operation embedding pro-Israel narratives into the AI systems your audience uses before they know what question to ask. An SEO architecture determining what your search results look like. 50 million American digital impressions per month. A trust transfer operation spreading from Salem to Fox to independent media platforms whose audiences specifically came there to escape this. And every single Salem host who carried this operation for fourteen months spent that same fourteen months calling Tucker Carlson compromised by foreign influence. The projection was the operation. The accusation was the cover. And it spread all the way to Patrick Bet-David's chair before anyone said a word about what was sitting behind it. The infiltration is documented. The spread is documented. The filing is public. The only question left is who else is reading from a script they didn't know was being written for them? How many guest appearances have been infiltrated by the likes of propaganda artists like Brad Parscale? These are your enemies, not me for calling it out. And to Brad Parscale 👇 You are a native Kansas-born American citizen who was handed the Chief Strategy Officer title of America's largest Christian conservative radio network and used it to file a $9 million foreign agent registration for the Government of Israel. The Fort Lauderdale police report is public record. The FARA filing is public record. Both documents exist. Both tell you everything you need to know about the man shaping what American conservatives hear, read, search, and believe. POLITICO published the police report. Search on Google: ‘Brad Parscale hits her’: Former Trump campaign manager accused of domestic violence This is the man formulating the entire media propaganda we see today. Everything is starting to make A LOT more sense. Facts over narrative is how I live my life. Anyone following this garbage they're pushing can take a hike.

Danks

44,979 views • 5 months ago

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.
3:04

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.

YeahDave

208,571 views • 9 months ago

Warren Buffett turns 93 today! To celebrate, I'm sharing the greatest lecture he ever gave together with his 94 (!) best investment quotes. 1. Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. 2. Diversification is a protection against ignorance. It makes very little sense for those who know what they're doing. 3. Do not take yearly results too seriously. Instead, focus on four or five-year averages. 4. All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies. 5. American business - and consequently a basket of stocks - is virtually certain to be worth far more in the years ahead. 6. An investor should act as though he had a lifetime decision card with just twenty punches on it. 7. And so the important thing we do with managers, generally, is to find the .400 hitters and then not tell them how to swing. 8. The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 9. Bitcoin has no unique value at all. 10. Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market. 11. The years ahead will occasionally deliver major market declines - even panics - that will affect virtually all stocks. No one can tell you when these traumas will occur. 12. I insist on a lot of time being spent, almost every day, to just sit and think. That is very uncommon in American business. 13. Buy companies with strong histories of profitability and with a dominant business franchise. 14. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments. 15. I believe in giving my kids enough so they can do anything, but not so much that they can do nothing. 16. The world went mad. What we learn from history is that people don’t learn from history. 17. The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. 18. Among the various propositions offered to you, if you invested in a very low cost index fund - where you don't put the money in at one time, but average in over 10 years - you'll do better than 90% of people who start investing at the same time. 19. Because if you're wrong and rates go to 2 percent, which I don't think they will, you pay it off. It's a one-way renegotiation. It is an incredibly attractive instrument for the homeowner and you've got a one-way bet. 20. Cash is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent. 21. Don't get caught up with what other people are doing. Being a contrarian isn't the key but being a crowd follower isn't either. You need to detach yourself emotionally. 22. For 240 years it's been a terrible mistake to bet against America, and now is no time to start. 23. I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. 24. I have no views as to where it (gold) will be, but the one thing I can tell you is it won't do anything between now and then except look at you. Whereas, you know, Coca-Cola will be making money, and I think Wells Fargo will be making a lot of money, and there will be a lot -- and it's a lot -- it's a lot better to have a goose that keeps laying eggs than a goose that just sits there and eats insurance and storage and a few things like that. 25. I just sit in my office and read all day. 26. I won't say if my candidate doesn't win, and probably half the time they haven't, I'm going to take my ball and go home 27. If returns are going to be 7 or 8 percent and you're paying 1 percent for fees, that makes an enormous difference in how much money you're going to have in retirement. 28. We want products where people feel like kissing you instead of slapping you. 29. If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes. 30. The most important investment you can make is one in yourself. 31. If you buy things you do not need, soon you will have to sell things you need. 32. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. 33. If you like spending six to eight hours per week working on investments, do it. If you don't, then dollar-cost average into index funds. 34. If you're in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. 35. If you're smart, you're going to make a lot of money without borrowing. 36. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497. 37. In the 54 years (Charlie Munger and I) have worked together, we have never forgone an attractive purchase because of the macro or political environment, or the views of other people. In fact, these subjects never come up when we make decisions 38. In the business world, the rearview mirror is always clearer than the windshield. 39. Investors should remember that excitement and expenses are their enemies. 40. It is a terrible mistake for investors with long-term horizons to measure their investment 'risk' by their portfolio's ratio of bonds to stocks. 41. It is not necessary to do extraordinary things to get extraordinary results. 42. It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently. 43. The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worth less over time. But good businesses are going to become worth more over time. 44. It's been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. 45. It's better to hang out with people better than you. Pick out associates whose behavior is better than yours and you'll drift in that direction. 46. It's better to have a partial interest in the Hope diamond than to own all of a rhinestone. 47. It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. 48. Just pick a broad index like the S&P 500. Don't put your money in all at once; do it over a period of time. 49. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no”. 50. Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless. 51. Many management teams are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares. 52. The difference between successful people and really successful people is that really successful people say no to almost everything. 53. Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well. 54. Never invest in a business you cannot understand. 55. Your premium brand had better be delivering something special, or it’s not going to get the business. 56. One can best prepare themselves for the economic future by investing in your own education. If you study hard and learn at a young age, you will be in the best circumstances to secure your future. 57. The most important thing to do if you find yourself in a hole is to stop digging. 58. One thing that could help would be to write down the reason you are buying a stock before your purchase. Write down "I am buying Microsoft at $300 billion because..." Force yourself to write this down. It clarifies your mind and discipline. 59. Only when the tide goes out do you discover who's been swimming naked. 60. Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. 61. Price is what you pay. Value is what you get. 62. Read 500 pages like this every day. That's how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it. 63. Risk comes from not knowing what you're doing. 64. If a business does well, the stock eventually follows. 65. Since I know of no way to reliably predict market movements, I recommend that you purchase Berkshire shares only if you expect to hold them for at least five years. Those who seek short-term profits should look elsewhere. 66. Someone's sitting in the shade today because someone planted a tree a long time ago 67. The best thing that happens to us is when a great company gets into temporary trouble... We want to buy them when they're on the operating table. 68. Speculation is most dangerous when it looks easiest. 69. Stay away from it. It's a mirage, basically...The idea that it has some huge intrinsic value is a joke in my view. 70. The best chance to deploy capital is when things are going down. 71. The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch. 72. There is nothing wrong with a 'know nothing' investor who realizes it. The problem is when you are a 'know nothing' investor but you think you know something. 73. This does not bother Charlie and me. Indeed, we enjoy such price declines if we have funds available to increase our positions. 74. Too-big-to-fail is not a fallback position at Berkshire. Instead, we will always arrange our affairs so that any requirements for cash we may conceivably have will be dwarfed by our own liquidity. 75. There are all kinds of businesses that Charlie and I don’t understand, but that doesn’t cause us to stay up at night. It just means we go on to the next one, and that’s what the individual investor should do. 76. You can’t buy what is popular and do well. 77. We never want to count on the kindness of strangers in order to meet tomorrow's obligations. When forced to choose, I will not trade even a night's sleep for the chance of extra profits. 78. We will reject interesting opportunities rather than over-leverage our balance sheet. 79. We've long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children. 80. What is smart at one price is stupid at another. 81. What we learn from history is that people don't learn from history. 82. When stock can be bought below a business's value it is probably the best use of cash. 83. When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. 84. When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. 85. When you have able managers of high character running businesses about which they are passionate, you can have a dozen or more reporting to you and still have time for an afternoon nap. Conversely, if you have even one person reporting to you who is deceitful, inept or uninterested, you will find yourself with more than you can handle. 86. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down. 87. Widespread fear is your friend as an investor because it serves up bargain purchases. 88. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. 89. You can't borrow money at 18 or 20 percent and come out ahead. 90. You can't produce a baby in one month by getting nine women pregnant. 91. The most important quality for an investor is temperament, not intellect… You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 92. You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. You only have to be able to evaluate companies within your circle of competence. 93. The size of your circle of competence is not very important; knowing its boundaries, however, is vital.
1:12:41

Warren Buffett turns 93 today! To celebrate, I'm sharing the greatest lecture he ever gave together with his 94 (!) best investment quotes. 1. Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. 2. Diversification is a protection against ignorance. It makes very little sense for those who know what they're doing. 3. Do not take yearly results too seriously. Instead, focus on four or five-year averages. 4. All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies. 5. American business - and consequently a basket of stocks - is virtually certain to be worth far more in the years ahead. 6. An investor should act as though he had a lifetime decision card with just twenty punches on it. 7. And so the important thing we do with managers, generally, is to find the .400 hitters and then not tell them how to swing. 8. The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 9. Bitcoin has no unique value at all. 10. Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market. 11. The years ahead will occasionally deliver major market declines - even panics - that will affect virtually all stocks. No one can tell you when these traumas will occur. 12. I insist on a lot of time being spent, almost every day, to just sit and think. That is very uncommon in American business. 13. Buy companies with strong histories of profitability and with a dominant business franchise. 14. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments. 15. I believe in giving my kids enough so they can do anything, but not so much that they can do nothing. 16. The world went mad. What we learn from history is that people don’t learn from history. 17. The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. 18. Among the various propositions offered to you, if you invested in a very low cost index fund - where you don't put the money in at one time, but average in over 10 years - you'll do better than 90% of people who start investing at the same time. 19. Because if you're wrong and rates go to 2 percent, which I don't think they will, you pay it off. It's a one-way renegotiation. It is an incredibly attractive instrument for the homeowner and you've got a one-way bet. 20. Cash is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent. 21. Don't get caught up with what other people are doing. Being a contrarian isn't the key but being a crowd follower isn't either. You need to detach yourself emotionally. 22. For 240 years it's been a terrible mistake to bet against America, and now is no time to start. 23. I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. 24. I have no views as to where it (gold) will be, but the one thing I can tell you is it won't do anything between now and then except look at you. Whereas, you know, Coca-Cola will be making money, and I think Wells Fargo will be making a lot of money, and there will be a lot -- and it's a lot -- it's a lot better to have a goose that keeps laying eggs than a goose that just sits there and eats insurance and storage and a few things like that. 25. I just sit in my office and read all day. 26. I won't say if my candidate doesn't win, and probably half the time they haven't, I'm going to take my ball and go home 27. If returns are going to be 7 or 8 percent and you're paying 1 percent for fees, that makes an enormous difference in how much money you're going to have in retirement. 28. We want products where people feel like kissing you instead of slapping you. 29. If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes. 30. The most important investment you can make is one in yourself. 31. If you buy things you do not need, soon you will have to sell things you need. 32. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. 33. If you like spending six to eight hours per week working on investments, do it. If you don't, then dollar-cost average into index funds. 34. If you're in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. 35. If you're smart, you're going to make a lot of money without borrowing. 36. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497. 37. In the 54 years (Charlie Munger and I) have worked together, we have never forgone an attractive purchase because of the macro or political environment, or the views of other people. In fact, these subjects never come up when we make decisions 38. In the business world, the rearview mirror is always clearer than the windshield. 39. Investors should remember that excitement and expenses are their enemies. 40. It is a terrible mistake for investors with long-term horizons to measure their investment 'risk' by their portfolio's ratio of bonds to stocks. 41. It is not necessary to do extraordinary things to get extraordinary results. 42. It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently. 43. The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worth less over time. But good businesses are going to become worth more over time. 44. It's been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. 45. It's better to hang out with people better than you. Pick out associates whose behavior is better than yours and you'll drift in that direction. 46. It's better to have a partial interest in the Hope diamond than to own all of a rhinestone. 47. It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. 48. Just pick a broad index like the S&P 500. Don't put your money in all at once; do it over a period of time. 49. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no”. 50. Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless. 51. Many management teams are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares. 52. The difference between successful people and really successful people is that really successful people say no to almost everything. 53. Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well. 54. Never invest in a business you cannot understand. 55. Your premium brand had better be delivering something special, or it’s not going to get the business. 56. One can best prepare themselves for the economic future by investing in your own education. If you study hard and learn at a young age, you will be in the best circumstances to secure your future. 57. The most important thing to do if you find yourself in a hole is to stop digging. 58. One thing that could help would be to write down the reason you are buying a stock before your purchase. Write down "I am buying Microsoft at $300 billion because..." Force yourself to write this down. It clarifies your mind and discipline. 59. Only when the tide goes out do you discover who's been swimming naked. 60. Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. 61. Price is what you pay. Value is what you get. 62. Read 500 pages like this every day. That's how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it. 63. Risk comes from not knowing what you're doing. 64. If a business does well, the stock eventually follows. 65. Since I know of no way to reliably predict market movements, I recommend that you purchase Berkshire shares only if you expect to hold them for at least five years. Those who seek short-term profits should look elsewhere. 66. Someone's sitting in the shade today because someone planted a tree a long time ago 67. The best thing that happens to us is when a great company gets into temporary trouble... We want to buy them when they're on the operating table. 68. Speculation is most dangerous when it looks easiest. 69. Stay away from it. It's a mirage, basically...The idea that it has some huge intrinsic value is a joke in my view. 70. The best chance to deploy capital is when things are going down. 71. The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch. 72. There is nothing wrong with a 'know nothing' investor who realizes it. The problem is when you are a 'know nothing' investor but you think you know something. 73. This does not bother Charlie and me. Indeed, we enjoy such price declines if we have funds available to increase our positions. 74. Too-big-to-fail is not a fallback position at Berkshire. Instead, we will always arrange our affairs so that any requirements for cash we may conceivably have will be dwarfed by our own liquidity. 75. There are all kinds of businesses that Charlie and I don’t understand, but that doesn’t cause us to stay up at night. It just means we go on to the next one, and that’s what the individual investor should do. 76. You can’t buy what is popular and do well. 77. We never want to count on the kindness of strangers in order to meet tomorrow's obligations. When forced to choose, I will not trade even a night's sleep for the chance of extra profits. 78. We will reject interesting opportunities rather than over-leverage our balance sheet. 79. We've long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children. 80. What is smart at one price is stupid at another. 81. What we learn from history is that people don't learn from history. 82. When stock can be bought below a business's value it is probably the best use of cash. 83. When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. 84. When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. 85. When you have able managers of high character running businesses about which they are passionate, you can have a dozen or more reporting to you and still have time for an afternoon nap. Conversely, if you have even one person reporting to you who is deceitful, inept or uninterested, you will find yourself with more than you can handle. 86. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down. 87. Widespread fear is your friend as an investor because it serves up bargain purchases. 88. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. 89. You can't borrow money at 18 or 20 percent and come out ahead. 90. You can't produce a baby in one month by getting nine women pregnant. 91. The most important quality for an investor is temperament, not intellect… You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 92. You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. You only have to be able to evaluate companies within your circle of competence. 93. The size of your circle of competence is not very important; knowing its boundaries, however, is vital.

Compounding Quality

621,097 views • 3 years ago

The July 4th weekend All-In The All-In Podcast turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how the conversation went (save this): ◽️ The Palantir-Nvidia deal is a bet against the model-layer duopoly. Palantir will use Nvidia's Nemotron open models to build a custom frontier-quality model for US government agencies, and the agencies own the hardware, the data, and the weights. Sacks framed it as structural: an application company and a chip company both want a competitive model layer, so they are natural partners against a two-provider middle. ◽️ Alex Karp's CNBC "crashout" was actually the thesis. Karp argued enterprises have lost trust in the frontier labs and want to own their compute, models, data, and alpha. Sacks translated it as a new definition of enterprise AI safety: safety means the model provider cannot hoover up your proprietary knowledge and turn it into its next product. ◽️ Figma is the cautionary tale that made it real. Anthropic launched Claude Design into Figma's category, its chief product officer sat on Figma's board and resigned only 3 days before launch, and Figma's stock is down about 50% this year while Anthropic's valuation surged. Sacks listed Claude Science, Security, Legal, Financial, and Code as the same move: dominate the model layer, then take the lucrative verticals. ◽️ The playbook has a name, and it is Microsoft and Google. Sacks argued Anthropic is running the operating-system strategy: own the layer everyone builds on, then walk up the stack. His Google receipt is that fewer than half of searches now send you off-site, versus an early Google that prided itself on how fast it kicked you away. ◽️ The BCG number is what raises the stakes. Chamath cited a BCG return-on-capital-employed study: the cost of capital is back to its long-run 8 to 11%, and half of large US companies cannot earn returns above it. If you are already teetering on your cost of capital, handing your alpha to a provider that may compete with you is not a luxury risk, it is fatal. ◽️ The 16.4x number is the whole argument in one data point. Chamath ran a code-migration task through 8090's harness. Wrapping Claude was 1.4x cheaper and 1.5x faster than Claude Opus alone. Wrapping the best open-source model was 16.4x cheaper, at about 3x slower. For a background task, three extra hours to cut cost by 16x is not a close call. ◽️ Even at 100x cheaper, enterprises were saying no for the wrong reason. Chamath relayed an ex-Meta PM's point that companies reject open models over China and safety fears, when they could host those same open weights on their own GPUs in US data centers with nothing flowing back. The safety objection, she argued, is backwards: the leak is the data you hand the frontier labs. ◽️ Friedberg says the frontier labs are trying to commoditize their own customers. Anthropic has been signing up life-sciences companies to feed a new life-focused model in exchange for early access, and nearly everyone he has talked to now refuses, recognizing that data they spent billions generating becomes worthless once it is pooled with everyone else's. ◽️ The deployment topology is shifting from big hubs to distributed spokes. Friedberg's map: the old assumption was a few capital-advantaged mega-clusters plus inference clouds. The new one is large hubs, medium hubs (enterprise training clusters), and distributed spokes, including on-prem inference in your own building. Owning your weights is the point. ◽️ Chamath's endgame is running GLM himself. An industry contact told him that with harness post-training and telemetry, an open Chinese model like GLM could get as good as Anthropic's Mythos. His conclusion: take GLM, control it soup-to-nuts on US hardware with only US citizens touching it, and pay a fraction. ◽️ The Apple analogy sharpens why renting intelligence is different from renting distribution. Chamath argued Apple is the only platform that respected developers, deliberately keeping its stock apps basic to protect the ecosystem and collect its 30% tax. There is no 30% tax on open models, and worse, you cannot rent intelligence from the same place that rents it to your competitor without ending up identical to them. ◽️ Nvidia's open model is now good enough to matter. Calacanis claimed you cannot tell Jensen Huang's Nemotron from Claude on 95% of searches, and that Nvidia downplayed the model until now to avoid alarming its top customers. The gloves came off once OpenAI, Anthropic, and Elon all signaled their own silicon ambitions. ◽️ Sacks sized the duopoly: roughly $60B and $40B in ARR. Anthropic is around ~$60 billion of ARR, OpenAI at ~$40 billion, and no one else generates meaningful model-layer revenue. Sacks's policy line: the US does not ban monopolies, only anti-competitive tactics, but the government should do nothing to make the duopoly more likely. ◽️ The token deflation call: 90% a year for three years. Calacanis predicted token costs fall 90% annually for three years, putting the price of intelligence near free and making it rational to waste tokens on hardware you already own. Friedberg's version is a 70/20/10 split between big cloud, local, and other clouds. ◽️ A wave of platform lock-in spending is already landing. Calacanis flagged Microsoft standing up a roughly $2.5 billion forward-deployed-engineer effort and Amazon spending about $1 billion on the same, plus OpenAI's version. His read: enterprises will slam the door, because letting a provider's engineers study your business is how it ends up in their model. ◽️ The server-per-employee prediction. Calacanis expects every employee to get $10,000 to $20,000 of local compute, a Mac Studio or a high-RAM Dell, running a personal local model that syncs to a thin laptop. A server per person, so nothing leaks. ◽️ On jobs, the data does not show present-tense loss. Sacks cited a RAMP and Revelio Labs study of over 21,000 US firms: the heaviest AI spenders grew headcount about 10% over two years, and entry-level headcount grew even faster at 12%. Friedberg's harder claim: there is no AI job loss yet, only clunky, gradual value creation, and the media will not reverse its narrative because that destroys its credibility. ◽️ The displacement case is real but forward-dated. The counterpoint on the show was that customer support, entry-level data entry and BPO, and driving are the near-term displacements, with Waymo cited as present-tense evidence: in markets where it hits critical mass, Uber and Lyft stop recruiting drivers. Sacks noted most US entry-level support was already offshored, so the acute risk sits in those countries first. ◽️ The human-premium counternarrative. Friedberg argued that as automation spreads, human interaction gets a premium: the skilled bartender, the real driver, the human-in-the-loop tier. He cited the company (referenced as Klarna) that hyped replacing its whole support team with AI, then reversed a year later on brand grounds. ◽️ The export-control episode needed three conditions, and Sacks says do not over-read it. Commerce lifted controls on Anthropic's Fable 5 after two weeks, with Mythos 5 restored to US customers around June 26 once co-founder Tom Brown replaced Dario as lead negotiator. Sacks's three conditions: Dario boasting for months about a cyber weapon, Amazon reporting failed guardrails in testing, and Dario refusing to roll Fable back. His message to allies: this was a particular set of circumstances rather than the debut of a standing lever. ◽️ The import question nobody answered cleanly. Calacanis pressed on why the US blocks Chinese cars and drones but not Chinese open models like DeepSeek and Kimi. Sacks's answer: a forked open model run on US hardware stops being Chinese, and banning open source would isolate the US and impose a token tax on American enterprises, so let the market decide if American open models win. ◽️ The California fiscal story is a business-climate story. Friedberg walked through the numbers behind Newsom's "balanced" $351B budget: expenses exceed revenue and $20-40B is borrowed to close the gap, the budget grew 65% in six years ($215B to $355B), personal income tax is $142B of ~$211B revenue with the top 1% (150,000 people) paying $70B of it, and the corporate rate of 8.9% sits far above Texas at zero. ◽️ The tax base is leaving, and the state is now taxing everyone else. Friedberg cited 1 to 1.5% of adjusted gross income leaving each year (about 15% over a decade), at least 15 Fortune 500 HQs and ~2,100 firms gone since 2019, and a new 8% software sales tax hitting Word, Gmail, and ChatGPT subscriptions plus a health-insurance tax, on top of a now-permanent 14.4% top bracket. The liabilities behind it run $1.4T in debt, up to $1.5T in unfunded pensions senior to state bonds, and ~$40B/year in out-year deficits. Lastly, the line that framed the whole show: "You can't rent intelligence from the same place that rents it to your competitor." That is the sovereignty thesis in one sentence, and every number in this episode is an argument for it. ____ Follow Fireside Alpha for more summaries on key business and technology conversations.
1:33

The July 4th weekend All-In The All-In Podcast turned into a long argument about who owns the intelligence layer. The besties think enterprises just woke up to a trap they had been walking into, here's how the conversation went (save this): ◽️ The Palantir-Nvidia deal is a bet against the model-layer duopoly. Palantir will use Nvidia's Nemotron open models to build a custom frontier-quality model for US government agencies, and the agencies own the hardware, the data, and the weights. Sacks framed it as structural: an application company and a chip company both want a competitive model layer, so they are natural partners against a two-provider middle. ◽️ Alex Karp's CNBC "crashout" was actually the thesis. Karp argued enterprises have lost trust in the frontier labs and want to own their compute, models, data, and alpha. Sacks translated it as a new definition of enterprise AI safety: safety means the model provider cannot hoover up your proprietary knowledge and turn it into its next product. ◽️ Figma is the cautionary tale that made it real. Anthropic launched Claude Design into Figma's category, its chief product officer sat on Figma's board and resigned only 3 days before launch, and Figma's stock is down about 50% this year while Anthropic's valuation surged. Sacks listed Claude Science, Security, Legal, Financial, and Code as the same move: dominate the model layer, then take the lucrative verticals. ◽️ The playbook has a name, and it is Microsoft and Google. Sacks argued Anthropic is running the operating-system strategy: own the layer everyone builds on, then walk up the stack. His Google receipt is that fewer than half of searches now send you off-site, versus an early Google that prided itself on how fast it kicked you away. ◽️ The BCG number is what raises the stakes. Chamath cited a BCG return-on-capital-employed study: the cost of capital is back to its long-run 8 to 11%, and half of large US companies cannot earn returns above it. If you are already teetering on your cost of capital, handing your alpha to a provider that may compete with you is not a luxury risk, it is fatal. ◽️ The 16.4x number is the whole argument in one data point. Chamath ran a code-migration task through 8090's harness. Wrapping Claude was 1.4x cheaper and 1.5x faster than Claude Opus alone. Wrapping the best open-source model was 16.4x cheaper, at about 3x slower. For a background task, three extra hours to cut cost by 16x is not a close call. ◽️ Even at 100x cheaper, enterprises were saying no for the wrong reason. Chamath relayed an ex-Meta PM's point that companies reject open models over China and safety fears, when they could host those same open weights on their own GPUs in US data centers with nothing flowing back. The safety objection, she argued, is backwards: the leak is the data you hand the frontier labs. ◽️ Friedberg says the frontier labs are trying to commoditize their own customers. Anthropic has been signing up life-sciences companies to feed a new life-focused model in exchange for early access, and nearly everyone he has talked to now refuses, recognizing that data they spent billions generating becomes worthless once it is pooled with everyone else's. ◽️ The deployment topology is shifting from big hubs to distributed spokes. Friedberg's map: the old assumption was a few capital-advantaged mega-clusters plus inference clouds. The new one is large hubs, medium hubs (enterprise training clusters), and distributed spokes, including on-prem inference in your own building. Owning your weights is the point. ◽️ Chamath's endgame is running GLM himself. An industry contact told him that with harness post-training and telemetry, an open Chinese model like GLM could get as good as Anthropic's Mythos. His conclusion: take GLM, control it soup-to-nuts on US hardware with only US citizens touching it, and pay a fraction. ◽️ The Apple analogy sharpens why renting intelligence is different from renting distribution. Chamath argued Apple is the only platform that respected developers, deliberately keeping its stock apps basic to protect the ecosystem and collect its 30% tax. There is no 30% tax on open models, and worse, you cannot rent intelligence from the same place that rents it to your competitor without ending up identical to them. ◽️ Nvidia's open model is now good enough to matter. Calacanis claimed you cannot tell Jensen Huang's Nemotron from Claude on 95% of searches, and that Nvidia downplayed the model until now to avoid alarming its top customers. The gloves came off once OpenAI, Anthropic, and Elon all signaled their own silicon ambitions. ◽️ Sacks sized the duopoly: roughly $60B and $40B in ARR. Anthropic is around ~$60 billion of ARR, OpenAI at ~$40 billion, and no one else generates meaningful model-layer revenue. Sacks's policy line: the US does not ban monopolies, only anti-competitive tactics, but the government should do nothing to make the duopoly more likely. ◽️ The token deflation call: 90% a year for three years. Calacanis predicted token costs fall 90% annually for three years, putting the price of intelligence near free and making it rational to waste tokens on hardware you already own. Friedberg's version is a 70/20/10 split between big cloud, local, and other clouds. ◽️ A wave of platform lock-in spending is already landing. Calacanis flagged Microsoft standing up a roughly $2.5 billion forward-deployed-engineer effort and Amazon spending about $1 billion on the same, plus OpenAI's version. His read: enterprises will slam the door, because letting a provider's engineers study your business is how it ends up in their model. ◽️ The server-per-employee prediction. Calacanis expects every employee to get $10,000 to $20,000 of local compute, a Mac Studio or a high-RAM Dell, running a personal local model that syncs to a thin laptop. A server per person, so nothing leaks. ◽️ On jobs, the data does not show present-tense loss. Sacks cited a RAMP and Revelio Labs study of over 21,000 US firms: the heaviest AI spenders grew headcount about 10% over two years, and entry-level headcount grew even faster at 12%. Friedberg's harder claim: there is no AI job loss yet, only clunky, gradual value creation, and the media will not reverse its narrative because that destroys its credibility. ◽️ The displacement case is real but forward-dated. The counterpoint on the show was that customer support, entry-level data entry and BPO, and driving are the near-term displacements, with Waymo cited as present-tense evidence: in markets where it hits critical mass, Uber and Lyft stop recruiting drivers. Sacks noted most US entry-level support was already offshored, so the acute risk sits in those countries first. ◽️ The human-premium counternarrative. Friedberg argued that as automation spreads, human interaction gets a premium: the skilled bartender, the real driver, the human-in-the-loop tier. He cited the company (referenced as Klarna) that hyped replacing its whole support team with AI, then reversed a year later on brand grounds. ◽️ The export-control episode needed three conditions, and Sacks says do not over-read it. Commerce lifted controls on Anthropic's Fable 5 after two weeks, with Mythos 5 restored to US customers around June 26 once co-founder Tom Brown replaced Dario as lead negotiator. Sacks's three conditions: Dario boasting for months about a cyber weapon, Amazon reporting failed guardrails in testing, and Dario refusing to roll Fable back. His message to allies: this was a particular set of circumstances rather than the debut of a standing lever. ◽️ The import question nobody answered cleanly. Calacanis pressed on why the US blocks Chinese cars and drones but not Chinese open models like DeepSeek and Kimi. Sacks's answer: a forked open model run on US hardware stops being Chinese, and banning open source would isolate the US and impose a token tax on American enterprises, so let the market decide if American open models win. ◽️ The California fiscal story is a business-climate story. Friedberg walked through the numbers behind Newsom's "balanced" $351B budget: expenses exceed revenue and $20-40B is borrowed to close the gap, the budget grew 65% in six years ($215B to $355B), personal income tax is $142B of ~$211B revenue with the top 1% (150,000 people) paying $70B of it, and the corporate rate of 8.9% sits far above Texas at zero. ◽️ The tax base is leaving, and the state is now taxing everyone else. Friedberg cited 1 to 1.5% of adjusted gross income leaving each year (about 15% over a decade), at least 15 Fortune 500 HQs and ~2,100 firms gone since 2019, and a new 8% software sales tax hitting Word, Gmail, and ChatGPT subscriptions plus a health-insurance tax, on top of a now-permanent 14.4% top bracket. The liabilities behind it run $1.4T in debt, up to $1.5T in unfunded pensions senior to state bonds, and ~$40B/year in out-year deficits. Lastly, the line that framed the whole show: "You can't rent intelligence from the same place that rents it to your competitor." That is the sovereignty thesis in one sentence, and every number in this episode is an argument for it. ____ Follow Fireside Alpha for more summaries on key business and technology conversations.

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