
Yanay
2.2K posts









And there it is: Jane Street was behind the 2022 crypto winter, destroying Terraform by first depegging the token and destroying the ecosystem, then pretending it would rescue Terra, while effectively it was soaking up what little value remained.

vibe coded The Epstein Files podcast with Claude in a weekend and just crossed 100,000 downloads in its first week. to put that in perspective: the top 1% of all podcasts globally get around 5,000 downloads in their first 7 days. this did 100k. that's 20x the top 1% threshold. the average podcast gets 141 downloads in its first 30 days. most spend 18+ months trying to crack 1,000 per episode. a lot never get there and there are 4.5 million podcasts out there right now. no fancy studio. no production team. just Claude, a mac mini, and a weekend of focused work curating the right approach to this series. still processing this one honestly.







The ultimate grand finale of Carvana story would be the SP500 inclusion. That would be the payback event for everyone involved, where shares get dumped on unsuspecting passive investors and funds, blindly following the index. We have seen this strategy already with $SMCI and $APP. It's simply too enticing. The money sloshing around SP500 is enormous, and the funds are forced to buy whatever you manage to include into the index. Just because there is a SEC subpoena, doesn't automatically eliminate $CVNA from the inclusion. Inclusion at $450-$500 would be a climax, after which "the job is done" and Carvana will fall out of focus, just like Super Micro and AppLovin.


3. Doc and I are down massively on our $DUOL short position at the moment, but I'm not too worried, since I know from the experience, how pumping nonsense on the market ends.

Imagine having this name and 1) working at a pod and 2) covering oil and not AI heavy TMT during this generational stock market run. I hope he’s having a career year (no reason to think he’s not an awesome person)



This timeline is insane: President Trump is now up +80% on his Intel investment 6 weeks ago.





