pfeifi 😎

AI, Robotics, Medicine, Defense (ai drones etc), Energy What a crazy 10 years ahead of opportunity. The Golden Dragon Bull Run (with many shakeouts and peaks and valleys) 2 years ago people would laugh at AI bc the image generation wasn't great, or robots bc they were slow and clumsy. But really, every time we see a new release you have to realize that it's the worst version we will see of them. Especially with how quick things are progressing. Humans mostly think in linear terms but what is happening is at a logarithmic scale and pace. One of the largest issues is we can't actually scale all of this. YET. I think the biggest mistake is looking at things on too low of a time frame when you have to think about what all this is going to unlock over the next decade.

Steep climb up to my favorite mountain coffee spot to start the day. Perfect Sunday morning. I vividly remember sitting here when I had like $100k saved up, wondering how I was going to turn it into millions so I could afford to stay at a hotel like this whenever I wanted. I had no doubt I'd make it, but I remember wishing I could jump to the future just to see the path that got me there. Now that I'm here, I realize how little the specific details of the actual path mattered and how a few specific beliefs were everything. Number 1 is believing that opportunity is absolutely everywhere Especially when you get to the point where you have some capital to invest. Do whatever you have to do to get your first $100K saved up. But then realize that there are incredible investment opportunities that can multiply your capital in a relatively short period of time. How do you find them? It sounds silly... But you need to do what most people don't: Actually look for them Most people are terrified to invest in anything besides an index fund If you want average results you should do the same But if you want extreme results you need to do something different Set a clear objective of what you are looking for in your mind. "I want a quality asset with real 10x potential over the next 5 years that I can hold with conviction through extreme volatility" Set that as your mental filter. Set it as a strict bar. And you will find the right asset. Trust yourself. Trust the universe. Do the work until you find that asset. And when you find the asset, have some balls and size up. Not financial advice. This worked for me but may not work for you. Oh one last thing... The goal is not the number on the screen. It's not to cheerlead for any one asset either The goal is to multiply your capital to provide your family with a high quality of life Set that as your guiding principle and you'll win

This is almost as true in the US.

Have you considered the possibility that it’s not a bubble and the world is indeed changing at a pace humanity has never seen before, anon.

@CochranCrypto @stackhodler Which is totally besides the point and had nothing to do with the question at hand. Also timing the markets is tricky and noone sad you can't hold both. These assets also have vastly different use cases.

@Pfeifi_95 @stackhodler The opportunity cost of being in btc an not in the ai trade for energy and semis has been painful to watch ….

A few simple theses for the next 5 years: 1. Fiat supply expands to accommodate gargantuan debt loads 2. Token consumption grows exponentially as AI agents work around the clock 3. AI proliferates into the real world via robotics, smart sensors, etc. Basic stuff. Hard to argue against those. There is simply no limit to the demand for intelligence or physical labor. Decoupling intelligence and labor from humans leads to an unprecedented economic revolution. Your job is simple: Identify the assets that benefit from the changes... And most importantly: Make sure you can hold them with conviction through the inevitable volatility. Bitcoin in March 2020 was one of the easiest buys of my life. It was so obviously undervalued and under-appreciated given the era we were entering. "Money printing" and "fiat" were still niche ideas at the time. The Jay Powell money printer meme still hadn't entered public consciousness. Similarly, people are still sleeping on the actual coming impact of physical and digital AI. We know it's going to big... but few understand just HOW big. Which means there are assets right now that are the Bitcoin 2020 equivalent. They aren't yet priced for the exponentials we're going to witness. Some assets aligned with this future with good risk-reward in my estimation: 1. Fiat expansion: BTC, gold 2. Token consumption explosion: $NBIS $IREN 3. Physical AI: $MP $OUST (and also $NBIS) These aren't necessarily the safest plays. There's execution risk, geopolitical uncertainty, etc. But if the three simple theses above play out, all of these are likely to benefit from the tailwinds. And they're the right size right now where they actually have a chance at multiplying capital. Five years goes by insanely quickly. I took this picture hiking in the Jura 5 years ago. It feels like yesterday. BTC multiplied my capital ~8x since then I expect these names to help me continue to compound over the next 5 years.

@Mengu09 @SaffronOlive Set Symbol for Marvel Super Heroes Commander.

@SaffronOlive Is this card real? No way that s a real set symbol? Let alone the card name and the art 😅

The amount of pizza in Magic has increased exponentially over the past six months.

I'd argue that Tesla was the greatest gift to the Chinese car industry and the Chinese government. Tesla inarguably accelerated the adoption of electric vehicles not only globally but in particular in China, the world's largest car market by far. The huge success of Model Y spawned countless copy cats which not only adopted EV powertrain technology but also a software-defined vehicle architecture. This finally, after decades, shifted the balance of power in favour of Chinese car makers resulting in enormous market share taking from Western, Korean, and Japanese brands. The Chinese government, as a result, also owes Tesla a thank you: due to the lack of domestic oil sources, any reduction in oil dependence is a win for China. Electrifying the vast Chinese car fleet goes a long way in reducing this key strategic vulnerability. Tesla 💝China

@CochranCrypto @stackhodler Thats what they said about $NVDA in 2023 and 2024. Now its 2026 and still going higher. Winners keep winning if they environment is right for them, and it is for Gold and $BTC due to monetary debasement and abundance created by AI and Robotics.

@stackhodler these have all done multiple x's already. feels late tbh

During the Nuremberg Trials, Hermann Göring gave an interview to psychologist Gustave Gilbert and said: “Of course the people don’t want war. Why would some poor farmer want to risk his life in a war when the best he can hope for is to come back to his farm in one piece? Naturally, people don’t want war. No one wants war in Russia, England, America — not even in Germany. That’s obvious. But in the end, it’s the leaders of a country who determine policy. And it’s always a simple matter to drag the people along, whether it’s a democracy, a communist state, a parliament, or a fascist dictatorship.” Gilbert objected: “But there is one difference in a democracy — the people have a voice through their elected representatives.” To which Göring replied: “That’s all well and good, but whether the people have a voice or not, they can always be brought to the bidding of the leaders. That is easy. All you have to do is tell them they are being attacked, and denounce the pacifists for lack of patriotism and for exposing the country to danger. It works the same in any country.” — Nuremberg Diary, April 18, 1946 Doesn’t it sound familiar?

if you spend time with losers you will become a loser. change your environment and you'll change your reality.

I watch this every time my life starts falling apar

Tucker Carlson broke cable news ratings records at Fox, and today he’s reaching multiples of that audience independently, at 56.8 million views per episode across social media and podcast platforms.

@jsblokland They are leading in robotics, they dont need humans.

Whenever I post something suggesting that the Chinese economy is not much different from other (aging) economies, a lot of people feel the need to explain to me that China is super productive and is a true growth miracle. The straightforward reality is that China is not super productive nor a GDP growth wonder. China’s population is aging and shrinking like no other. In the coming decades, the Chinese population will shrink by hundreds of millions. More importantly, so will China’s labor force, meaning China's primary source of GDP growth is outright negative. Connecting the dots: China’s debt accumulation is way above that of the United States and other aging countries, while its money supply has exploded. With a total unrealistic GDP growth target of 5% per year, China is a debt economy on steroids. And since debt and money supply are increasingly the same, China’s extraordinary money supply growth is easily explained. No productivity boom, no miracle. Final piece of the puzzle. This is why China has no alternative but to keep buying unprecedented amounts of gold if it wants a shot at ditching US dollar hegemony.

@benjamincowen Ben I think you should just interact less with the haters. I know it's hard to do that, if you get so much backlash. But it's not really worth it to allocate too much energy to them. Just keep on with your vision and content and the rest will figure out itself.

You don’t have to like my opinion about markets. I express my views and try to articulate them in videos as best as I can. I have been wrong many times and will be wrong in the future. You can disagree with me without being an ass

I can’t believe it. This is absolutely insane. We are currently in uncharted territory.

Everyone asks: Who replaces America? Nobody. The dollar is a contract. The military enforces it. To replace America you need to: Absorb all global inflation. Fight every war everywhere. China? No. Russia? No. EU? No. "No hell no." Nobody is willing to pay that price. So the global economy doesn't get a new leader. It fractures. Into pieces. Forever.

There’s nothing actually new in terms of how markets trade. Today’s low caps and memes are just the same people from 20 years ago who traded penny stocks which was all hype, rumors, and promotion basically. Just a younger generation. Today you have the same thing. It’s just on X, and WSB. In short nothing is actually new and nothing has actually changed. It’s all the same human psychology but playing out across more asset classes. You can see it on the charts yourself. Meme coin and stock traders today are the same breed as penny stock traders from 20 years ago. The main difference is just faster information flow and newer platforms like Hyperliquid that run 24/7. The beauty is today bc we do have more markets. We’re able to go where the Vol is. For the past several years it’s been better in stocks. We are seeing stocks consistently do 10-20-50x or more. While crypto alts have yet to make new highs in the past 5 years by marketcap. Whether you played both markets or not. The opportunity has been there. And it always will be. The cycles will repeat. And I think if you are crypto native. You have a lot more in common than you think with tradfi. We’re all the same apes. Esepcially if you look at things like WSB.

China has been squeezed pretty hard in the past year. Let’s take a look at all that’s happened. China had major operational influence over the key ports at both ends of the Panama Canal through a Hong Kong based company (CK Hutchison). Trump put heavy pressure on Panama from day one of his second term, and their Supreme Court ended up canceling those contracts effectively booting the Chinese linked presence out Then the U.S. supported operations that removed Maduro from power in Venezuela (January 2026 military action), and is now redirecting the country’s massive oil resources away from China (their biggest buyer) and Russian influence, bringing it back under American-aligned control. This will even fit Venezuela greatly as It’s important to rememebr they had previously lost it to RU/China. On Iran, after earlier strikes that wrecked their capabilities and the U.S. naval blockade on Iranian ports kicking in, Trump says they’re on the verge of handing over their stockpile of enriched uranium as part of ongoing negotiations. Their air force and navy are basically non-factors at this point but don’t forget, Iran is still “winning!” And they likely have been set back years, or decades in some cases of equipment. They also just locked in a major new defense cooperation deal with Indonesia that gives U.S. military aircraft expanded access to airspace right over the Malacca Strait a critical chokepoint for China’s oil imports. On top of that, huge partnership and investment wins with the UAE (hundreds of billions in deals, AI/tech collaboration) and strengthened strategic ties with the Philippines. When you lay it all out. Panama Canal ports, Venezuelan oil, Hormuz/Iran blockade, Malacca Strait access, plus Gulf and Southeast Asia alliances how does this not look like a pretty coordinated strategy to squeeze China’s key energy and trade vulnerabilities? People were pretty quick to react and looked at a lot of events as individual events that really all tied in together.

@Sykodelic_ @BobLoukas @benjamincowen

Can someone find me a 4 year cycle guru to debate this? I comment it on many but no one ever replies. Tag your favourite 4 year cycle guru and let us have a debate on it. 🙂 I want to hear a fully put together argument on how the Bitcoin 4 year cycle is a greater force than the wider macro market I have described below. Genuinely interested to hear any counters or pieces of data that people think go against this. All respect and no hate 🙏🏻