Ric₿ezos

Hope is not a strategy.

This might be the biggest "tell" of 2026 so far. So please, sit with this for a second: I was at Easter lunch yesterday with my father-in-law. This guy has been a investor for 30 years and spent his entire career in finance. Eventually, we started talking stocks. He’s up 2% this year, which, given the current market, is actually pretty solid. But when I told him I was up 16% YTD, he almost fell out of his chair. (hunch.. the numbers we see on X is NOT normal) He got curious, obviously. And look, I’m 30 years younger than him; I can afford to play a much riskier game. We sat down, and I literally wrote out my portfolio and my logic for every trade on a piece of paper. Here’s the signal: He hadn’t heard of a single ticker I own. Not $NBIS, $IREN, $RKLB, $OUST, $RKLB, $ONDS or the 4 others. Nothing. On X, we live in this bubble where we feel like we’re constantly behind. But in the real world? Nothing has changed. The average investor has ZERO clue what’s actually powering the AI shift. My mother-in-law: Just started investing last year. She’s all-in on $NVO and $LLY but has never even heard of $HIMS. My mom: She loves "The Chat," but that’s as deep as her tech knowledge goes. There is a massive generation of people with a ton of capital in the market, who haven't moved their money into this new cycle yet. We aren’t late, we are INCREDIBLE early. The general public still doesn't see what's happening behind the scenes. So take a breath. We’re miles ahead. -BP Please note. This is not financial advice.

*TRUMP: YDAY MEETING W/ IRAN WAS GOOD EXCEPT FOR NUCLEAR ISSUE *TRUMP: BLOCKADE TO BE AT 'HIGHER' LEVEL THAN ON VENEZUELA

Here we go: The Fed is officially demanding a full inventory of bank exposure to private credit. Long story short: Regulators don't audit what they consider healthy.

An Iranian lawmaker says Iran will seize and sell hostile ships in the Persian Gulf if the U.S. does not pay war compensation.

JUST IN - Trump orders the U.S. Navy to blockade the Strait of Hormuz to "any and all ships trying to enter, or leave." Also instructing the U.S. Navy to seek and interdict every vessel in international waters that has paid a toll to Iran: "No one who pays an illegal toll will have safe passage on the high seas."

🚨 COINBASE FLIPS ON CLARITY ACT, NOW PUSHING FOR PASSAGE CEO Brian Armstrong says “it’s time” to pass the crypto CLARITY Act, reversing Coinbase’s earlier stance and calling the latest version a “strong bill”. He aligns with Scott Bessent, who urged the Banking Committee to hold a markup and send the bill to Trump’s desk.

Game theory lens on this US-Iran breakdown: It's a classic ultimatum bargaining game with incompatible core demands (Iran: damage control + counterpunch; US: full disarmament). The 21-hour talks were signaling theater—zero overlap in the feasible set, so no Nash bargaining solution exists. Vance's "take it or leave it" + exit is commitment strategy: credible threat to shift payoffs via escalation (bombing industrial/command nodes). This is war-of-attrition logic—US leverages asymmetric power to erode Iran's reservation utility until it concedes or collapses internally. Outcome: repeated non-cooperative play until one side's chips run out. No trust equilibrium here; only coercion recalibrates the table.

Soon: President Donald J. Trump and the First Lady welcome the King and Queen of the United Kingdom for a historic royal visit to the White House 🇺🇸🇬🇧