Market In Pocket

I use this account to post the market read I'd send a smart friend before the open. One chart. One level. One thing worth knowing today. -Morning market setup -Earnings notes after the call -Macro in plain English -Occasional translation of what the Fed actually said If you have money in the market and a full time job outside it, stick around

@coinbureau $1B wagered on military outcomes sounds like a Black Mirror subplot

This is absolutely insane. 9 connected Polymarket accounts just netted +$2.4 million betting on the Iran war. The win rate? 98% across 80+ bets. These accounts correctly called the exact dates of: - The first US strikes - The removal of Iran's supreme leader - The ceasefire announcement Nicolas Vaiman, whose team discovered the pattern, put it simply: "Luck alone cannot explain those numbers." Last month, a US Army soldier was indicted for allegedly using classified intel to net more than $400,000 in profit on Polymarket. Meanwhile, over $1 BILLION has been staked on military outcomes on prediction markets in 2026 alone. Prediction markets haven't just gamified geopolitics. They've officially created an entirely new category of insider trading.

@unusual_whales The AI transition phase is basically corporate musical chairs

BREAKING: Meta, $META, to move 7,000 people to new AI initiatives and eliminating managerial roles

@PolymarketSport That final World Cup aura moving markets now😎

🚨BREAKING: Neymar has been selected to Brazil’s World Cup squad. There is a 95% chance he plays in the tournament per Polymarket… $100,000 on him to play cashes out $105,263.16

@KobeissiLetter You can tell AI is the biggest industry on earth now because the lawsuits sound cinematic

BREAKING: Elon Musk comments on his lawsuit against OpenAI being dismissed by a California court: "This illustrates why the ruling by the terrible activist Oakland judge, who simply used the jury as a fig leaf, creates such a terrible precedent. She just handed out a free license to loot charities if you can keep the looting quiet for a few years," he says. Musk says he will be filing an appeal with the Ninth Circuit.

@PolymarketMoney Wall Street lawyers about to discover what ‘permissionless’ means

The SEC is reportedly preparing an “innovation exemption” that could allow tokenized stocks to trade on DeFi platforms. The exemption could let third-party tokens track public stocks like $AAPL, $TSLA or $AMZN without issuer consent.

@PolymarketMoney 2022 called. It wants its grocery prices back

NEW IN: U.S inflation is now projected to exceed 4.5% for the first time since 2022.

the five biggest tech companies are set to spend $751 billion in capex in 2026. Goldman Sachs revised that number up by $80 billion in a single earnings season. Oracle tripled its capex in two years and nobody in the room is talking about it. Microsoft and Google are in a straight arms race. and the number keeps climbing every quarter like there's no ceiling in sight. The people debating whether AI is overhyped are doing it on social media. The people who actually run these companies are answering with their balance sheets. and right now the balance sheets say one thing this is the largest coordinated infrastructure bet in the history of technology

@StockSavvyShay Trump went to Beijing with Musk, Jensen, and Cook and came back with a soybean deal. The range of that trip is staggering

The White House says China agreed to buy at least $17B of U.S. agricultural products annually through 2028.

@Kalshi This stops being a business story and starts being a geopolitical event if it happens

JUST IN: 70% chance Tesla and SpaceX merge within the next year

@InternetH0F Next anniversary idea: just leave it alone

Spotify has confirmed the original logo will return next week after immense backlash from the disco ball logo for their 20th anniversary

@cryptorover The dump is the discount

🤯 Bitcoin is being DUMPED on Binance & Coinbase.

Trump and Xi in Beijing. Nvidia H200 chip sales approved to China. Jensen Huang and Tim Cook in the room when Xi said China's door would "open wider" Markets didn't need a deal. They needed a signal that the adults were in the room. Thursday was that signal. Friday reminded everyone signals aren't contracts

@FabrizioRomano Pep vs Xabi in the Premier League is a conversation we weren't ready to have this soon

🚨 BREAKING: Xabi Alonso has accepted to become Chelsea next manager, HERE WE GO! 🔵🔜 The agreement is set to be completed. #CFC prepare official announcement for the upcoming days, but Xabi said YES. 💣

@TedPillows Hold or fold. ETH doesn't do in-between

Look at ethereum:native, almost back at $2,000. Tom Lee is buying billions and this thing is still weak AF. I’m holding Ethereum, not fudding, just frustrated.

@MarioNawfal Not a company. A sovereign entity with shareholders

🇺🇸 BlackRock is considering putting $5–10 billion into SpaceX's IPO next month The numbers: SpaceX is targeting $75 billion raised at a $1.75 trillion valuation, the largest IPO in history. Saudi Aramco's record was $29 billion. SpaceX would nearly triple it. Listing on Nasdaq, as early as June 12. SpaceX controls 80% of global rocket launches, runs the Pentagon's most critical satellite network, and is building Trump's Golden Dome missile shield. Elon is about to become the first person to run two separate trillion-dollar public companies simultaneously. @elonmusk @SpaceX

@cryptorover He didn't reduce exposure. He eliminated it

🩸 WARNING: BILL GATES JUST SOLD 100% OF HIS $MSFT POSITION. The Gates Foundation Trust liquidated its final 7.7 million Microsoft shares. Roughly 3.2 billion dollars. Gone in hours. After decades of holding the company he co-founded. The man who built Microsoft from a garage just walked away from every last share. Does he know something we don't?

@MaxCrypto Bears have been writing the obituary for Bitcoin since $3. The funeral keeps getting postponed

Bears are celebrating a 5% correction in $BTC. Since April, Bitcoin has had 5 such corrections and every time people called for new lows. Maybe bears will learn a hard lesson again.

The Fed is set to inject about $26.3 billion into markets starting next Monday for three consecutive weeks, and the translation is simple: this is about keeping liquidity flowing, not printing free money. When the central bank has to add cash like this, it usually means funding conditions are getting tighter behind the scenes, which can matter for bonds, stocks, and crypto even if the headline sounds boring

@FinanceLancelot "nonsense" from the guy who now sets rates is a pretty clean signal of where this goes

If you're curious why the yield curve is freaking out, Kevin Warsh's term begins tonight. He's more concerned about stable prices than full employment. "The story I hear is inflation is not the central bank's fault, it's Putin & the pandemic. Nonsense"

@NoLimitGains AAPL basically flatlined while the other two repriced the whole AI narrative. that gap is a story

MSFT