swaved

Building the collection 🔥🔥🔥 @deadpixels_club @CredibleCrypto

these ghostfellas are cooking and have been scooping $GIB along the way that they will never sell through their partnership might be something worth looking into

Back in the NFT game. The GM! ghost from @deadpixels_club 🫡 CLEANNNNN

$SNAP i will make 100 of these T shirts. when the stock hits $6 bucks, i will mail them to the first 100 who retweeted the picture. Courtesy of Billy Ray

@berryhorse_29 Thoughts on recent pull forward estimates on quantum? Similar to AI timelines, it felt it was years away and then it was sudden. Appreciate your insights quantumai.google/static/site-as…

challenge: find one piece of quantum FUD that doesn't begin with some version of "I don't actually understand how Grover's algorithm or Shor's algorithm works, what ECDSA is, how quantum computers work, or how bitcoin consensus works, but we should be worried and you should listen to me so I feel important"

@BoxLongs I’m still holding this one and $NG. $NG has been on a nice run…..

$BLND tonight, oh nellie

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.

The Tortoise and the Hare: Store of Value edition.. love this chart of $GLD vs Bitcoin for past three years have the exactly same 39% ann return but two VERY dif routes there. One's a teenager and the other is 5,000 years old and they act like it.

@BoxLongs Thanks for sharing. Appreciate the insights

$bkkt is obviously a massive homerun. i am much more interested in these disruptive software cos with apps or services targeting money movement, defi, tokenization of assets, in and out of worthless fiat etc. $bkkt i want to reload in that one soon. going deeper on $exod in coming days. that one has massive potential 2-3x.

$cmrc -32% on that q3 print. wild. it was up too after

This is probably one of my favorite clips from Stanley Druckenmiller. Listen to it at the start of every new year "We have always believed that January 1 is when the house starts. I think this is the reason we have not had a down year. When I am up, I will play much more aggressively. I see a lot of managers get up 20% and say I want to book my year, I made my high watermark, lets go to the beach. I am the opposite. Frankly I learned a lot of that from George [Soros]. If you are up 20 or 30%, you are playing the house money, thats when you try to get up 60 or 70%."

@BowTiedBroke @TYCONNDEROGA smoky mountainssssss

Husqvarna sent me a stack of chainsaws to give away because a bear stole mine & Internet went wild. I’m adding a 4 day/3 nt stay to my Smoky Mtn cabin. (Side by side tours, meet Jimmy & me, see old moonshine stills, crazy views). To enter (100% free, no purchase necessary): 1) Follow @BowTiedBroke 2) Comment on THIS post with literally anything (tag friends = extra luck with the dartboard later 👀) Contest runs exactly 24 hours —-> closes tomorrow at 10:00 AM EST At close, @grok will instantly pick 20 random commenters with accounts older than 3 months. Then, I put those 20 names on a dartboard, film one throw, and THAT person wins everything. No bots, no BS, fully transparent. Grok posts the 20 here, the dart decides destiny 🎯 Sorry international followers (not that I have that many) U.S. followers only for this one. Cabin is in Tennessee, chainsaws are heavy, and bears don’t do passports. Let’s go! Drop a reply and let’s see who the Chainsaw stealing bear chooses.

Agentic shopping is a mega trend. It’s seeing insane growth across all channels. Uses AI agents to make rational decisions and complete purchases. Stripe has gone all-in on it. Putting their best and brightest on it. $CMRC is early to the trend. Already partnered with Perplexity.

@stock21298 trends.builtwith.com/websitelist/Bi…

@BoxLongs @beaniemaxi I can’t find any info that amd uses them? Do you mind providing your source?

While $CMRC is losing 2-3 small websites a day on its BigCommerce platform net to $SHOP, my own research has the Q3 total install base declines substantially improved vs Q2. It’s not losing net sites to any other platform. About even with WooCommerce and other major competitors. However, most importantly, it has been moving away from these smaller installs and focused more on mid-market and enterprise. The sites it’s losing don’t appear to be known brands or substantial in traffic. It can’t - and isn’t trying to according to the new CEO who has sold 2 companies to Shopify - compete with Shopify on the low end. What’s very interesting is that Commerce has added some pretty big enterprise clients during the quarter. None of these have been announced or are in the media. So this is alpha and again based on my own research. AMD is the biggest one, along with Zeiss (major B2B catalog), and GE Appliances. There’s a bunch more too. Also I notice an expanded relationship with Sony which is promising. All of these will be an easy cross sell for Feedonomics. Which arguably given the growth and market position and demand for this type of product is probably worth many multiples the entire company’s current valuation alone.

Bitcoin now has a market cap of $2.5 trillion, or $23.8 trillion LESS than gold. In other words, gold is currently 10.5 times LARGER than Bitcoin. Even if Bitcoin hit $1,000,000 and gold was unchanged, Bitcoin would still only be ~75% of the size of gold. We are still early.

@Gordon_Gekko89 Rooting for you. Good luck 👍🏻

Bitcoin has been slapping the absolute shit out of gold and the SP500 for 14 years, with no sign of stopping. Amazing how few understand this.

And @CredibleCrypto for CRV 🤝

On a mission to outperform the S&P consistently over the next 10-15 years. Will be accomplished by finding a handful of multi-baggers and letting them run. Was lucky enough to find two in my first decade investing (BTC & ETH). Only need a few more to reach financial independence. I will post the results quarterly and any changes in allocations. Starting portfolio will be portrayed as starting with 1M. Thought it would be fun to post publicly in case I get hot. Performance tracking starts with today being Day 1. $BTC: $497,800 $ETH: $144,900 Cash: $100,800 $HIMS: $52,000 $CAVA: $35,300 $BLND: $34,700 $RSKD: $30,600 $NG: $28,400 $CRV: $25,200 (crypto) $TMDX: $22,100 $PLCE: $15,800 $BTG: $12,600 Returns: 0.0% / $0 BTC - not for sale. I understand I am extremely overweight but I am comfortable holding for future performance. ETH - may sell eventually HIMS/CAVA/BLND - planning to hold at least for 2-3+ years to see if they catch on NG/CRV/TMDX/PLCE/BTG - TBD Looking to get more active on X so feel free to ask questions, give me a follow, etc. Open to opinions! Ideas & conviction have been found off the backs of some on X. Shout out to the following for the ideas: $BLND, $NG, $BTG - @beaniemaxi $RSKD - @BoxLongs $PLCE - @valuemaverick $HIMS - @alc2022 $TMDX - @JonahLupton