Allen 🟣
3.1K posts


This weekend I will post my updated thoughts on the crypto market. Will also go over why I’ve taken a bit of a step back recently and my plan going forward. open.substack.com/pub/ezrtrades1



If I was someone with size, looking to divest AI investments and invest in more frontier tech, I'd look towards quantum computing. There's only a few bets you can make with reasonable size and capped risk. My largest QC position is @QuantinuumQC - I'm a very proud shareholder. IPO is planned for 2026 and I believe it has potential to be a trillion dollar company in a $25T industry. Quantinuum is my favourite from a r/r perspective. It's Nvidia's largest QC bet, it's got the highest qubit commercial device that's coming out soon and IPO is just around the corner. There are some other private names too that are interesting - @qctrlHQ, @pasqal_quantum, @PsiQuantum, @universalquant etc.


To be long stocks now, you have to believe nothing matters anymore. Valuations, concentration, household allocation, labor, the biggest energy shock in history, ect. It’s all worthless. And it seems that’s exactly what people think. Congratulation geniuses 🩸

🇺🇸 Today, Jerome Powell will deliver his last FOMC press conference as Federal Reserve Chair.


Would like for to see this if the world we live in was picture perfect



🚨 BREAKING: D4vd had tons of child pornography on his phone, prosecutors claim. tmz.me/hQbJXGx





42% drop in less than 2 weeks for $WLFI took half off here. Thanks for playing @realDonaldTrump











