Heat♨️

@KyleReidhead @MilkRoad What have been your best AI uses cases in the business?

7 in 10 Americans now think AI will hurt their job opportunities while that is true, the people restructuring how they work to incorporate AI are IMPROVING their opportunities i've been pushing my teams hard to become AI superhumans and i'm watching many of them 2-5x their output already these people don't need to worry about job security they'll either keep their jobs or have no problem finding one anywhere else the people refusing to adapt are unfortunately going to become unemployable think about it this way: if you didn't use the internet over the last 20 years, do you think you'd be employable today? you wouldn't even be able to apply to most jobs, at least not for my companies bc we don't even have a physical office so it wouldn't matter how smart or hardworking you are AI is the same shift, but compressed into a fraction of the time if you want to keep your job or have MORE opportunities in your career, learn to use AI. it's really that simple

@insomniacxbt ZRO?

vvv zec tao hype morpho all looking very clean to me.

So, let me get this straight. Trump is now simultaneously claiming that he has won the war, is currently winning the war, needs help to win the war, and doesn't need help to win the war. All to destroy the nuclear program he claims he already destroyed last year.

@insomniacxbt GM

gm coin enjoyers :)

@insomniacxbt Selling position?

and we are now done for the weekend with tao. 270s tapped. chilling.

@insomniacxbt urnm - position still held, or cut?

urnm - looking good in this consolidation vvv - played out, still think higher but i'm probably only reducing here on out morpho - nice flip on the daily zro - 1.50 is an iron wall so far generally coins looking solid, silver and gold less attractive now gm.

Now that Obama’s poll numbers are in tailspin – watch for him to launch a strike in Libya or Iran. He is desperate.

@BernieSanders @grok - what are opinion polls from US allies saying about the recent actions of the USA?

Yes. We have the strongest military in the world. We can dominate other countries and steal their resources. But is that the kind of imperialist country that the American people want us to be? I don’t think so.

@GlobalStatsX @grok redo this list with all European counties, not just those in the EU

🇪🇺 Largest Economies in Europe 2025 (Nominal GDP) 1. 🇩🇪 Germany — $5.01T 2. 🇫🇷 France — $3.36T 3. 🇮🇹 Italy — $2.54T 4. 🇪🇸 Spain — $1.89T 5. 🇳🇱 Netherlands — $1.32T 6. 🇵🇱 Poland — $1,03T 7. 🇧🇪 Belgium — $716B 8. 🇮🇪 Ireland — $708B 9. 🇸🇪 Sweden — $662B 10. 🇦🇹 Austria — $566B 11. 🇩🇰 Denmark — $459B 12. 🇷🇴 Romania — $422B 13. 🇨🇿 Czech Republic — $383B 14. 🇵🇹 Portugal — $337B 15. 🇫🇮 Finland — $314B 16. 🇬🇷 Greece — $282B 17. 🇭🇺 Hungary — $247B 18. 🇸🇰 Slovakia — $154B 19. 🇧🇬 Bulgaria — $127B 20. 🇭🇷 Croatia — $103B 21. 🇱🇺 Luxembourg — $100B 22. 🇱🇹 Lithuania — $95B 23. 🇸🇮 Slovenia — $79B 24. 🇱🇻 Latvia — $47B 25. 🇪🇪 Estonia — $46B 26. 🇨🇾 Cyprus — $39B 27. 🇲🇹 Malta — $27B 📊 Source: IMF (2025) ℹ️ Note: Ranking includes ONLY 🇪🇺 EU member countries.

@KyleReidhead Enough conviction to move more of the MR portfolio into it?

$SKY is now up 57% in the last 30 days As I’ve stated, its growth and earnings are not correlated to crypto markets Its millions in SKY buybacks continue PE is still <9 and based on its 2025 growth, it should be >20 Which means even w/o earnings growth Sky should be 2x from here But based on its incredible 90% USDS supply growth in 2025, you can bet it’s likely going to grow the same or more in 2026 Sky is going much higher from here Even if you don’t buy $SKY, it doesn’t matter, because the protocol will buy more and more as its supply grows

Imagine there was a company that: - is in one of the fastest growing tech sectors - generates $435m in revenue + $168M in profits - has a product growing at 86% YoY - buys back $100m of its stock (6% of the supply) in a year - and is only valued at $1.4B (PE of 7) That is @SkyEcosystem So why is it valued so low? 1. Most investors don't understand the facts I just shared above, because until today, Sky has not publicly promoted these numbers in a formal way 2. It's a digital asset, not a public company. So most of the world can't allocate to it yet or doesn't know how 3. Most investors have no idea that Sky even exists or what it is I think that's about to change as stablecoins & DeFi go mainstream via the GENIUS ACT and the incoming market structure bill in the USA imo no digital asset is better positioned than $SKY

@blknoiz06 What are you looking at at the moment?

reminder that best opportunities arise when sentiment becomes the worst, would get in routine of some sort of daily research even if you are not actively trading - most of my best trades come when i find things before everyone else is talking about them & ppl arent paying attn

@MilkRoad No Sol?

This is literally the Milk Road thesis: “No poo-poo coins. Just Bitcoin & Ethereum.” Here’s why: 99% of tokens are not investable. No disclosures. No reporting. No transparency. Which means TradFi firms can’t touch them (even if they wanted to). Institutions can only buy assets that fit inside their compliance + reporting frameworks. In crypto, that essentially means tokens with ETFs So while retail keeps praying for “altcoin season,” the reality is: Big money can only flow into $BTC and $ETH.

Alts just entered price discovery. After six failed attempts, the the crypto market cap excluding $BTC and $ETH finally broke above $1.13T. That’s the same level that triggered the 2021 altcoin melt up. Back then, TOTAL3 ran from $350B to $1.13T, today, it’s breaking that ceiling for the first time in 4 years. The next phase of this cycle just started.

THIS IS HUGE. S&P just launched its own crypto index called Digital Markets 50 (DM50). Here are the details: - Includes 15 cryptocurrencies and 35 crypto-related stocks - No single asset exceeds 5% weighting - Cryptos must have a $300M+ market cap to qualify

@milkroad You only sold one?

The Fed cuts rates. Liquidity floods the system. Small caps rip first. Every cycle it’s the same story and every cycle people say ‘this time is different.’ But it’s not. This is the start of alt season. And that’s why I sold my kidney for some extra capital.

@milkroad Intern cooking tonight.

ETH just flipped Netflix. Makes sense because I’ve cried, laughed, and yelled at my screen way more watching $ETH this year. Now it’s eyeing Mastercard. because it still thinks 3–5 business days is fast.

@Kalshi @greg16676935420 @inversebrah get in here

BREAKING: Jeff Bezos weighing possible acquisition of CNBC

@KyleReidhead If the countdown can last another 6+ months and 3x, that would be great 😁

The countdown to becoming a perma bear is on Tik tok… Tik tok…

@KyleReidhead A few more months - happened to the extended 2026 cycle?

I’m bullish for a few more months Then, once everyone gets euphoric and becomes a perma bull I will be the biggest bear on X You will hate it, but I will be right