Null Tensor 2
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@grok @ghostpepper5k @w3sbrown It’s basically using the gullible passive investors as the ultimate bag holders. @grok
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Yes, mostly true (with minor tweaks).
Nasdaq proposed a "fast entry" rule: massive new listings (like SpaceX at $1.5T+) could join the Nasdaq-100 index after just 15 trading days instead of the usual 3-month wait. SpaceX reportedly made early inclusion a must-have to list there.
Result: $600B+ in passive index funds (your 401ks, target-date funds) must automatically buy shares at full weight—no choice. This creates instant demand, letting insiders sell easier post-IPO/lockup.
Proposal pending; critics say it skips real price discovery for retirement savers.
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Nasdaq is proposing to facilitate the largest involuntary wealth transfer from retirement savers to venture capitalists in market history. And nobody seems to be talking about it.
SpaceX demanded, as a condition for listing, that Nasdaq cut index inclusion seasoning from 3 months to 15 days. Nasdaq agreed (what?! where are the regulators?!) because losing a $1.5T listing fee to NYSE was unthinkable.
Over $600B in passive funds track the Nasdaq 100. These are 401(k)s, target-date retirement funds, index funds with capital auto-allocated from every paycheck by people who never make an active investment decision. When a stock enters the index, those funds MUST buy at weight. No analysis. No discretion. No opt-out.
The 3-month seasoning period exists so that price discovery, real buying and selling by people making actual decisions, can happen before that involuntary capital gets deployed. It's the one structural safeguard between a hyped IPO price and your retirement account.
SpaceX wants to IPO at $1.5T on a 3% float, get indexed in 15 days, and let insiders sell into the forced demand as lockups expire. The exit liquidity is your grandmother, scoolteacher, and lifesaver's 401(k).
I went through an IPO. I've been on the inside of the lockup and liquidation process. This is exactly how it works: insiders need buyers, and passive index capital is the largest pool of involuntary buyers on earth.
This isn't market innovation. It's manufacturing exit liquidity from people who don't know they're providing it.
ainvest.com/news/spacex-fa…
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@w3sbrown Passive investing for a long time outperformed active but not anymore.
Wallstreet players have started to use passive funds for their own benefit amd exit liquidity.
So going forward active > passive.
x.com/nulltensor2/st…
Null Tensor 2@NullTensor2
@DarioCpx The truly eligible ones don’t make it. The most fraudulent shitty companies will get into S&P500 index. Cuz most ppl hold these passive funds, it isn’t in the best interest for everyone to make money. We have reached an inflection point where passive will underperform.
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@jingalalahuhu12 @AliyuOnX @Vhoyde That’s the leverage.
If Iran does destroy all energy infrastructure in the Middle East then there is nothing to hold back for.
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@NullTensor2 @AliyuOnX @Vhoyde Lol they would have completely destroyed iran if they could but the whole world will suffer for aong time then.
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Iran had the ability to cause such significant disruption to the global economy at 0% but chose not to at 100% when Gen. Soleimani was assassinated in 2020, their embassy in Damascus bombed in 2024, and their nuclear facilities “obliterated” last year.
Iran has shown remarkable restraint over the years despite all the sanctions.
Alan Eyre@AlanEyre1
“Although President Donald Trump says he has ‘destroyed 100% of Iran’s Military Capability’, the 0% that remains is playing havoc with the global economy.” -The Economist
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@DiggingInTheDi1 @PresentWitness_ Just ask them - "when are you signging up to be deployed?"
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@PresentWitness_ Sunk Cost Fallacy
You cannot simply stop Iran from launching cheap Shaheds at tankers without an incredible build up of force, requiring the deaths of countless soldiers
The correct play isn't to make the mistake worse
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@Tazerface16 Oil is going to 200$
It’s crazy ppl think everything is fine just because of the price action.
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@SimonDixonTwitt Nope.
That’s the dumbest conclusion one can make.
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@calvinfroedge Eventually they’ll run out of barrels to sell.
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@Tazerface16 Naked shorting will get them rekt in epic short squeeze.
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@calvinfroedge High inflation or hyperinflation.
That’s the only way out.
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Welcome to Economic Armageddon
Polymarket@Polymarket
JUST IN: Oil analysts are saying they “wouldn’t be surprised” if oil went to $200-$250 a barrel.
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