Dan Weiskopf

Wondering what “Structure Matters” means? Here goes…read on etfthinktank.tidalfinancialgroup.com/2021/09/15/few… #Management #Compensation #Religion #Marketing #Fintech #Innovation #Technology #Blockchain #Bitcoin #finance #currency #markets #entrepeneurship #restaurants #future #fire #retirement #planning #ETFs #Tokenization

BREAKING: Tokenized stocks reach an onchain market cap of $1.5 billion, up ~40x YoY. @OndoFinance is the current category leader, with 63.1% market share, based on tokenized market cap.

In my experience, any young person who is ambitious and acts with urgency has a significant advantage over their peers. A lot of young people walking around with their brains fried from TikTok.

@WOLF_Financial Sorry, I thought from back in 1991sh he swore of airlines after crashing on his investment in US Air. som.yale.edu/sites/default/…

BERKSHIRE JUST TRIPLED HIS GOOGLE POSITION AND EXITED VISA, MASTERCARD, AND UNITEDHEALTH Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Apple $AAPL: $57.8B 🥈 American Express $AXP: $45.9B 🥉 Coca-Cola $KO: $30.4B 4. Bank of America $BAC: $25.0B 5. Chevron $CVX: $17.5B 6. Occidental Petroleum $OXY: $17.2B 7. Alphabet $GOOGL: $15.6B (+204% shares) 8. Chubb $CB: $11.2B 9. Moody's $MCO: $10.8B 10. Kraft Heinz $KHC: $7.3B New positions: - Delta Air Lines $DAL: $2.65B - Alphabet $GOOG Class C: $1.03B - Macy's $M: $55M Biggest adds: - Google $GOOGL: +204% shares - New York Times $NYT: +199% - Lennar $LEN: +43% - Occidental Petroleum $OXY: +58% value (price) - Lennar $LEN-B: +31% shares Biggest trims: - Constellation Brands $STZ: -95% shares - Nucor $NUE: -39% - Chevron $CVX: -35% Full exits: - Visa $V: $2.91B - Mastercard $MA: $2.28B - UnitedHealth $UNH: $1.66B - Domino's Pizza $DPZ: $1.40B - Aon $AON: $1.27B - Pool Corp $POOL: $702M - Amazon $AMZN: $525M - Heico $HEI-A: $327M - Liberty Media $FWONK: $297M - Charter Communications $CHTR: $221M - Lamar Advertising $LAMR: $152M - Allegion $ALLE: $124M - Diageo $DEO: $20M The rotation: out of payments ($V, $MA), healthcare ($UNH), and consumer discretionary. Into Alphabet at scale, a fresh Delta Airlines bet, and select industrials/homebuilders.

Structure Matters (SM): This market is as predictable in the short term as the weather in North Carolina and frankly has a similar spread. If u get it right u short a $90 stock and it goes to 65, but if u get it wrong you are long that $90 stock. You make sense of everything and were born there @michael_venuto - can u explain this spread?

@saylor Sorry Captain! You’re not getting this father’s 2031 converts. I see a future in your stock at above $233. The scarcity value will rip the convexity! @Eric_BIGfund

Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC strategy.com/press/strategy…

@Hiraweb3 It’s been a grind for sure, but this is foundational and transformative progress for sure! 👍

@ETFProfessor finally some progress we can build on

Structure Matters (SM): The Senate Banking Committee just advanced the Digital Asset market Clarity Act out of committee! Read our thoughts - frankly, this feels personal so we wrote.... "After 100 Months, We have Clarity!" #Crypto #Clarity #Blockchain #Technology blog.amplifyetfs.com/blok/blok-chai…

@phongle @DavidSacks @SenatorTimScott So exciting!

Clarity will improve financial outcomes for American families, small businesses, and investors. Digital assets will transform our financial markets by expanding access, accelerating settlement, lowering costs, and increasing returns. Thanks @davidsacks @senatortimscott @patrickjwitt

@SenatorHagerty @CynthiaMLummis Thank you for your leadership on this incredibly important legislation x.com/etfprofessor/s…

Today I was proud to advance the Digital Asset Market Clarity Act. This legislation is vital to supercharging innovation and preparing our economy for the 21st century. What the GENIUS Act is doing for the stablecoin ecosystem, CLARITY promises to do for all digital assets. While today marks an important milestone, the legislative work continues.

@SECPaulSAtkins @SenatorTimScott @BankingGOP @realDonaldTrump @ChairmanSelig Incredibly exciting transformative new policy

Congratulations to Chairman @SenatorTimScott and @BankingGOP for advancing the Clarity Act with bipartisan support. I look forward to President @realDonaldTrump's signature & working with @ChairmanSelig to implement this legislation.

@SenThomTillis Thank you for your leadership on this transformative policy x.com/etfprofessor/s…

The Clarity Act passed by the Senate Banking Committee is a strong bipartisan compromise to provide the regulatory certainty needed to advance financial innovation. I was proud to work with my colleagues on both sides of the aisle for the past few months, and more work remains in the weeks ahead to make this legislation even better. Let’s get it done.

@SmallCapSnipa @alanknit @RepFields We r following your repeated buys. Thanks for the shared insights and disclosures.

NEW: $IREN CLOSES $3.0 BILLION CONVERTIBLE NOTES OFFERING

@SenatorTimScott @BankingGOP Thanks for your leadership! @BankingGOP Great momentum x.com/etfprofessor/s…

Headed to @BankingGOP to advance the CLARITY Act - a major step forward in ensuring America is the global leader in financial innovation and opportunity. Today, we take one step closer to making America the crypto capital of the world!

@DavidSacks @mikebelshe @SenatorTimScott @SenLummis @berniemoreno @SenThomTillis x.com/etfprofessor/s…

UPDATE: the Clarity Act has passed out of the Senate Banking Committee. Congrats to Chairman @SenatorTimScott @SenLummis @BernieMoreno and their staffs on a job well done. Thank you also to @SenThomTillis for his efforts to ensure that today’s vote was bipartisan.

Tomorrow’s markup of the Digital Asset Market Clarity Act is a monumental step in making the U.S. the Crypto Capital of the World and maintaining America’s leadership in innovation. I applaud Chairman @SenatorTimScott and the Senate Banking Committee for working so hard to craft the necessary compromises to advance this legislation. At a staff level, I also want to thank White House crypto director @patrickjwitt for helping us get to this point. Finally I want to thank the crypto industry for its efforts. There are roughly 50 million people in the U.S. who own or use crypto. This legislation will ensure that this ecosystem can innovate and flourish for years to come.

@BitcoinMagazine Structure Matters (SM): Thanks @SenMcCormickPA for your efforts. Glad we followed your repeated buys of #BTC earlier in the year! If you can’t beat’m find the trend and buy the pattern! telegraphing your consistent purchases of #BTC

JUST IN: 🇺🇸 Senator Dave McCormick on the Clarity Act passing today: "Let's get it to the Senate Floor and onto the President's desk" to sign into law ✍️

@BitcoinMagazine x.com/ETFProfessor/s…

BREAKING: 🇺🇸 Senate Banking Committee PASSES the Clarity Act in 15-9 vote. The bill now goes to the full Senate.

@WilfredFrost @DanielTNiles Niles is always the best! Humble, Thoughtful and specific with his outlook!

HOLD MORE CASH - says legendary tech investor @DanielTNiles in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March, since when Nasdaq has surged 25%. SEMIS: “So in the short term, are semis at the most overbought they've been since 2000 or 1995 before they had horrific corrections? Absolutely.” IRAN WAR: “If it going to take a lot longer for this situation at the Strait of Hormuz to get sorted out, then you're going to see stock prices collapse to catch up with where bond yields & oil prices are. I don't think that's the case. But, I'm viewing things as you should be sitting with a lot of cash.” MEGA CAP WINNER: “It's obviously Google. They have the full stack & they're the ones you should bet on...they've got everything & they've got the massive cashflow to fund it.” However, the shift to Agentic AI should sustain earnings upgrades this year, making today more like 1998 than 99/00, but be prepared for 30-50% AI trade pull-back in early 2027. We also discussed what the shift to Agentic AI means for $NVDA (not ideal), Intel $INTC (great) and $AMD (good); why concerns over $META are NOT overdone; why $AAPL fortunes should improve; why $AMZN & $MSFT are struggling short term, & why $GOOGL shines bright. Timestamps: 00:00 Intro 02:39 Why today feels like 1998, NOT 1999/2000 05:25 Agentic AI suggests more upside to bull market 07:52 But Iran War could derail things 11:18 Agentic AI means CPU’s over GPU’s 13:35 Semis are overbought 17:51 Is shift to CPUs bad for Nvidia? 19:13 Google the standout performer 21:15 Apple leadership transition 23:45 Meta concerns not overdone 25:37 Google best placed 27:36 30-50% AI crash by early 2027 30:01 Concerns about OpenAI 34:27 Upcoming IPOs, oil, bonds signal problems 36:16 Hold more cash 37:48 Kevin Warsh a positive, but watch bonds 45:44 Conclusion: 1998 or 1999?

@KobeissiLetter @marcuslemonis and @BedBathBeyond we will address this issue head on, but make no mistake about it. This problem is a more than just a bipartisan issue! It is an #American issue!

BREAKING: President Trump asks US Congress to pass the "21st Century ROAD to Housing Act" which would "ensure that homes are for people, not corporations."

@pelositracker Captured that one! Also, have @RepFields and @RepRoKhanna involved in the trade!

This one's hard to explain away. On April 14th, Rep. Gil Cisneros (D) bought $AMD AMD's data center revenue just jumped 57% and they blew past Q2 estimates He sits on the House Intelligence & Special Operations subcommittee, where he receives classified info on DoD tech contracts $AMD is up 81% since his buy

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