LG DOUCET

I've been hosting crypto podcasts for 5+ years. The @tbpn deal stands out for one simple reason: they treat it like a real show. Studio. Professional setup. They actually dress the part. This goes way beyond the dorks who sit at home with toys and books as their background

@joeyferg Leafs Derangement Syndrome

tweeting this for a power play assist is insane. Leafs really do run the hockey engagement economy

@mblairYQR As a Leafs fan, I never realized how many people have Leafs Derangement Syndrome You guys are just as addicted to suffering as we are

The Montreal Canadiens have won two Game 7's in the last 16 days. The Toronto Maple Leafs haven't won a Game 7 in 22 years. As you were.

@TheDunkCentral @Kurrco drake is like that friend that still spikes his hair with gel

KD and Drake in a new Nike ad 😂 "Normalize glazing the bros" (h/t @Kurrco )

Farokh: "There will be a prediction market worth 100 billion dollars, at least one." And in 18-24 months at that. His reasoning: if people are paying $14.5B in secondaries right now, that IS the price. The market said so. "Period. End of story." FT @farokh @LGDoucet

@StockSavvyShay Oh god he’s gonna run for office isn’t he

Jeff Bezos said the bottom half of Americans should pay zero federal income tax. He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.”

@GrailCo oh hell yeah

New Genesis Packs drop (250 packs limited to 2 per user) and new gTOKEN launch coming today 👽 🙉

@GrailCo @Coldie wow

S/o to our design director the legend @Coldie When you collect GENESIS PACKS you get 3 Grail NFTs created by the man himself You can hold the NFTs or redeem them for gTOKENS which you can hold, redeem for the physical card or sell for cash There are many layers to Grail that we hope you will understand over time. Appreciate the love ❤️

@Matt_Hougan Hell yeah

Hyperliquid is not a crypto app. It's a super app. It's not targeting the $3 trillion crypto economy. It's targeting the $600 trillion global asset market. Investors are valuing it as one thing. It's the other.

@MananaZoo you can see every person's body physically react

The crowd went literally mute

@nateberkopec its not being sick of it — its being aware that you've evolved

I'm so sick of reading em dashes and "it's not x, it's y." I'm so sick of it, man.

@PeteAlper And then what happened

The last time Montreal back-to-back game 7s

@MilkRoadAI Leopold Gone Wild

This is WILD! Leopold Aschenbrenner just proved his thesis with his portfolio and the numbers are staggering (Save this). He is a 24 year old former OpenAI researcher who published a 165-page manifesto in 2024 arguing that the real bottleneck on AGI was not algorithms or chips but rather was electricity. He then bet his entire fund on it and the power math he laid out drives every single position. In 2022, the GPT-4 training cluster consumed roughly 10 megawatts and cost around $500 million. AI compute has been scaling at half an order of magnitude per year, so by 2024 the largest cluster was 100 megawatts and cost billions. By 2026, right now the leading training cluster requires a full gigawatt of continuous power, the output of a large nuclear reactor, the power of the Hoover Dam. By 2028, his model projects 10 gigawatts, more electricity than most US states produce in total and by 2030, a single training cluster consuming 100 gigawatts over 20% of everything the United States currently generates costing over a trillion dollars. And that is just the training cluster, inference on top requires multiples of that. Meanwhile, US electricity production has barely grown 5% in a decade and the grid was not built for any of this. His largest position was Bloom Energy, a fuel cell company that generates power directly at data center sites, bypassing the grid entirely. He began accumulating shares in the mid teens through 2025, built the position to $875 million, and watched it grow to approximately $2.73 billion after Q1 2026 earnings showed revenue up 130% year over year and an Oracle deal to deploy 2.8 gigawatts of fuel cells across AI data centers. Bloom Energy stock is now up over 1,400% in the past year. The rest of his Q1 portfolio reads like a master class in the same thesis, CoreWeave at $556 million, Iren Limited at $401 million, Core Scientific at $389 million, and Applied Digital at $320 million, every one of them a power and compute infrastructure play, not a model company. Milk Road Pro called Bloom Energy early before the AI data center power thesis became consensus and our subscribers are up massively on the position. Aschenbrenner's portfolio confirms exactly what we have been tracking, the trillion-dollar AI buildout is an energy and infrastructure trade first, and a software and model trade second. Come join us at the link in bio/below to see our full portfolio before the rest of the market catches on.

The AI infra trade is a moving bottleneck story. Markets already rerated GPUs, HBM, packaging, memory, CPUs, ... Think early $NVDA and more recently $MU, $SNDK or $AMD. The question is: Will those trades keep on giving? Maybe! In my view though, there are more underappreciated layers further out. As AI racks get energy denser and move toward 800V DC architectures, things like electrical infra, power semis, and speciality materials become interesting. What we have to realize is that the market finds new constraints, rerates them, then moves on. That's where the massive opportunity sits!

@dgt10011 And whether you had to call your friend to ask questions

There was a period in time where your Ivy League admissions odds were quietly determined by whether you could beat this level

@jack_gk @quadzillatd Wait what’s the stealth part

After the success of this week’s Pokémon podcast, we’re stealth launching a new show! For all you Pokémon OGs who still remember the original 151, then blinked and somehow there are 1,000+ of them in the wild. “Gotta catch em again”. First week me & @quadzillatd will be discussing: - Where to buy packs and singles without getting rugged. - How to choose what to collect. - Trading strategies for beginners. - When it makes sense to get your card graded and which grader to choose. - Whether ripping packs is worth it. - Which boosters have the best chase cards. - The best Pokémon apps you need on your phone. And how to survive your first IRL card show without getting ripped off. For the 90s kids who haven’t ripped a pack since childhood, but the nostalgia and FOMO is calling them out of trainer retirement. This one is for you. Live in 1 hour on X. 6pm BST / 1pm ET. Full podcast attached in the comment below.👇

Makar banged up, Hart > COL goalies, Stone could return, Karlsson/Marner/Howden line looks great.... Anyone else think Vegas is going to surprise in this series?

@CorsiHL no we cant keep explaining it away to that he had literally 1 point in the final 3 games against the habs in 2021 - an absolute garbage team

Mitch Marner’s last six playoff opponents in Toronto averaged 101 regular season points. Faced two eventual Cup winners in four seasons. His two opponents this year each had 92 regular season points. He just torched the -15 goal, 26 regulation win Ducks. This isn’t very hard

@jameslavish james im only on X tonight to hate on Mitch Marner mmmk?

Good evening. Especially to Kevin Warsh, the new Fed Chair tomorrow. The bond market giving you a heartfelt welcome to the US Treasury’s beautiful disaster. Have a great night.

@PeteBlackburn dim lights merchant

Every part of this is so absurd it feels like AI slop

Chris Camillo on how he turned $20,000 into $80,000,000 by ignoring everything Wall Street cares about "I don't give a crap about anything that anybody else is doing in the investing world. I don't care about interest rates, forex, currencies, bond yields. I only trade social narratives. I've had no friends in my world. No one to relate to." "How did I generate 70% returns for 18 years? You don't understand how weak the competition is in equity markets. You don't understand how slow hedge funds are. You really don't understand how much of a herd mentality is in this space. They're smart technically, they have access to tens of billions of dollars and infinite resources, but none of that matters. They don't know what the hell they're doing." "If you're a normal human that doesn't have to report to a conventional office on Wall Street every day with a bunch of suits and protect your job, this market is rigged for you, not against you. And nobody ever believes me when I say that."