Jeremy Tyler Smith

The perfect wallet

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.

Dot-com bubble is nothing compared to this

🚨 THE LARGEST IPO IN HISTORY ISN'T A WIN It's the bell at the top! SpaceX is raising $75B . At a $1.75T valuation Three times bigger than previous record IPO Bigger than the GDP of most countries And every major index is racing to rewrite its rules to absorb it That's not coincidence! That's a synchronized push to force trillions in passive money into one listing At the most fragile setup for markets in two decades Let me walk you through the convergence: Index providers aren't quietly tweaking rules in the background. They're proposing wholesale rewrites RIGHT NOW: ➮ S&P Dow Jones is reviewing the profitability requirement that's stood since 2002. Up for waiver. ➮ Nasdaq is cutting seasoning windows from 90 trading days down to 15. ➮ FTSE Russell is going further. Down to 5. The S&P 500 public comment window closes May 28. Potential implementation? June 8. Four days before SpaceX trades Three of the most important benchmarks on Earth. Restructured in the same window. For the same listing. That's the setup! Now look at what happens next: When you force a $1.75 trillion stock into an index, the index doesn't print new money to buy it. It sells other names to make room. That means mechanical selling of NVDA, AAPL, MSFT, AMZN. The current leaders absorb a forced sell-pressure the moment SPCX enters. But that's just the warmup SpaceX is floating only about 5% of its shares. Everything else stays with insiders, early investors, employees. The lockup expires in two stages: ➮ 90 days post-IPO: early September ➮ 180 days post-IPO: early December Now look at where those dates land: September falls inside the worst statistical window in the entire 4-year cycle. May through October. 15 of the last 16 midterm election years went red in that window. September is the deep end of it. December lands right after the November midterm vote - when policy uncertainty resolves one way or another, and big money rotates fast. And remember: none of this is happening in a healthy market. This is landing on top of: ➮ A 30-year Treasury yield above 5%. Last time that level showed up was July 2007 (3 months before the market peak, 12 months before Lehman) ➮ A $2 trillion AI cloud backlog where over half of "demand" is OpenAI and Anthropic recycling investor money back to Microsoft, Google, Amazon. ➮ Equities at the most overvalued level in history. Not close to it. Actually there. So here's the sequence I see loading: June 12 - SPCX prints. Forced passive buying overwhelms reality. Late June - mechanical rebalancing starts selling everything else in Nasdaq 100. Early September - first lockup expires. Insiders sell into the artificially inflated bid. October - middle of the historically worst window for stocks in midterm years. Early December - second lockup expires. Bigger wave. Four catalysts. One direction This isn't a forecast. It's a calendar The setup couldn't be more loaded if it tried. So what do you actually do? You can't fight the IPO. SPCX will probably rip on day one - the passive bid is too mechanical to stop. But you can stop being long everything else. Don't worry though - my system flags the exact moment the market shifts from CAUTION to DANGER. You'll be warned before it hits, like always. Many people will wish they had followed me sooner

With the besties as I am always All-In

NEWS: SAYLOR SOLD WHILE BITMINE KEEPS BUYING Strategy sold 32 BTC for $2.5M to fund preferred dividends, marking its first BTC sale ever. Bitmine bought another 26,497 ETH, bringing its holdings to 5.42M ETH, or 4.49% of supply, putting it 90% of the way to Tom Lee’s 5% goal. We now have the first sale following Strategy's declaration of it being "not unlikely" MSTR would sell. The amount sold is tiny, but it didn't stop the stock from dropping 6%. Moreover, with $900M in cash reserves, this reads less like a cash-need decision and more like a test of how the market absorbs Strategy selling BTC at all. Test failing so far...