UntamedMan

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UntamedMan

UntamedMan

@UntamedOceanMan

Why? Painful Truths. Delivered. For You. Yes, You. Speak Truth, Find Joy.

Gotham City Katılım Ocak 2016
827 Takip Edilen225 Takipçiler
UntamedMan retweetledi
2xnmore
2xnmore@2xnmore·
Everyone is talking about $ONDO like it is the future of finance. Nobody is talking about what the token actually does for you right now. Here is the part that will change how you look at this investment. Ondo Finance is genuinely impressive. They tokenized short term US Treasuries, money market funds, and are now moving into tokenized stocks and ETFs. Total value locked sits at $3.57 billion across multiple chains. The protocol generates approximately $66 million annually in real management fees from real assets. This is not vaporware. This is one of the most legitimate RWA projects in crypto. But here is where it gets complicated. The people earning that Treasury yield and those management fee returns are the holders of USDY and OUSG, Ondo’s actual financial products. Not the holders of the $ONDO token. So what does holding $ONDO actually get you? A vote, that is it. No staking rewards. No revenue share. No buybacks. No burns. No requirement to even hold $ONDO to use any Ondo product. DefiLlama confirms it plainly: protocol fees are real and growing. Revenue flowing to token holders is zero. The fees Ondo collects flow into corporate entities and subsidiaries: Ondo Finance Inc., USDY LLC, and the Ondo Foundation. Those entities cover operations, audits, legal costs, and compliance. Whatever remains stays with them, not with you. This structure was not an accident. Tokenized Treasuries and securities live inside regulated wrappers. To stay compliant in the US and globally, Ondo deliberately kept the token outside the revenue loop. The protocol wins. You get governance rights and hope. Now here is the part worth paying attention to. The Ondo DAO is expected to vote on a fee switch in H2 2026. If that vote passes, a portion of protocol revenue begins flowing to token holders through direct distribution or programmatic buybacks. That single governance decision is the difference between $ONDO being a speculation instrument and a cash flow asset. Everything you are betting on right now sits inside that vote. Not the TVL. Not the institutional partnerships. Not the BlackRock integration headlines. The fee switch. So before you size your position, ask yourself one question. Are you investing in Ondo Finance the protocol, or are you investing in $ONDO the token? Because right now those are two completely different bets. The protocol is already winning. The token is still waiting for permission to participate in that win. Track the DAO proposals. When that vote drops, it will be the most important moment in $ONDO’s history. The people who understood this distinction before the vote will be the ones who positioned correctly before the crowd figured it out. Most people will only understand this after the price has already moved. You just understood it now.
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UntamedMan
UntamedMan@UntamedOceanMan·
@ellioclips Jeremy is a sharp, wealthy man. But not a billionaire. He is likely worth about $35 million.
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EllioTrades Clips
EllioTrades Clips@ellioclips·
The billionaire collector who made over $10M on Pokémon is buying Harry Potter books next Jeremy Padawer thinks Harry Potter is about to become the biggest collectibles story of the next decade. "It's been 15 years of no wizarding, of no Harry Potter." "HBO Max has committed to a 10 year series of Harry Potter." "My concept is 10x in 10 years."
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soby
soby@soby0x·
Might snag a fat girl off hinge and put her on peptides Basically like mining Bitcoin in 2010
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Lucas Gage
Lucas Gage@LucasGageX·
You work at JP Morgan, get called into Lorna Hajdini's office, and notice something is very off.
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Nick Nemeth (Mispriced Assets)
A JPMorgan executive allegedly used her power to sexually harass and abuse a junior male employee - drugging him, subjecting him to racial abuse and threatening his career when he refused her advances, according to a lawsuit. Lorna Hajdini, 37, an executive director in JPMorgan Chase’s Leveraged Finance division, is accused in the filing of coercing a married banker into ‘non-consensual and humiliating sex acts’ over months, despite his pleas for her to stop. Her accuser claims she admitted to drugging him with the date rape drug 'roofies' on multiple occasions and, during one encounter, berated him as he cried while she performed a sex act on him against his will.  Why do I believe this ?
Nick Nemeth (Mispriced Assets) tweet media
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UntamedMan retweetledi
Milk Road AI
Milk Road AI@MilkRoadAI·
This is Leopold Aschenbrenner's Situational Awareness Fund. A former OpenAI researcher fired at 22 turned $225 million into over $5.5B in just one year.. Milk Road has been watching this portfolio since he filed the first 13F. And here's the thing, every single stock in this portfolio is working because he had one insight earlier than everyone else, AI needs power before it needs anything else. Let's walk through what he actually owns and why it's printing (Save this post for reference). Bloom Energy is his biggest position at 15.9% and it's up 190% in 2026 alone. Why? Because hyperscalers like Oracle are signing deals to power their AI data centers directly with Bloom's fuel cells, bypassing the grid entirely. The grid is too slow but bloom isn't, revenue hit $2 billion last year, up 37%, and the company is finally turning profitable. He bought this when the stock was in the mid-teens and nobody was talking about the power problem. CoreWeave is his second largest, he holds both the stock and call options on it, so he's doubly exposed. CoreWeave is essentially the GPU rental business for the frontier AI labs. Meta, Anthropic, and others are all locked into multi year contracts, revenue is on track to nearly double again to $12 billion in 2026 and the stock is up over 125%+ from IPO. Intel calls are the contrarian play. Intel the company is a mess but Intel the foundry sitting on US soil with CHIPS Act funding is strategically irreplaceable if the geopolitical situation with Taiwan gets worse. He's not betting Intel wins but rather betting the option on Intel being saved is worth way more than the market is pricing in. Lumentum is up nearly 1,000% over the past year and almost nobody outside of AI infrastructure circles knows why. When you scale a GPU cluster to a million chips, the problem isn't the chips anymore, it's moving data between them fast enough. Lumentum makes the laser components that enable 800G and 1.6-terabit optical networking inside these clusters. Nvidia bought a stake and revenue is up 65% year over year. Core Scientific, Iren, and Applied Digital are all variations on the same idea, companies with access to cheap, reliable power. Core Scientific was a Bitcoin miner, so was Iren. When Bitcoin stopped being the best use of their cheap electricity, they pivoted to AI colocation, renting that same power and real estate to hyperscalers who need it desperately. Applied Digital is doing it from scratch and just broke ground on a 430-megawatt AI campus and all three are ripping. The whole portfolio tells one story. He didn't buy the AI hype but rather bought what AI physically requires to exist, power, cooling, fiber, photons, and land. Stuff that can't be conjured up in a data center in two weeks. Milk Road PRO has been running the exact same playbook and we're up tremendously for the year. If you want to see our full allocation, the thesis behind each position, and every move we make in real time, come join us at Milk Road PRO. The link is in our bio.
Milk Road AI tweet media
Milk Road AI@MilkRoadAI

Leopold Aschenbrenner, former OpenAI safety researcher, fired at 22, now running one of the best performing hedge funds on the planet. He grew Situational Awareness LP from $225 million to $5.5 billion in roughly one year beating the S&P 500 by 47% in just his first six months. And the core bet wasn't Nvidia or OpenAI, it was electricity. Here's his actual mat and it's worth reading carefully (Save this). GPT-4 trained on roughly 10 megawatts of compute, a100-megawatt cluster followed in 2024. By 2026, the leading training cluster is approximately 1 gigawatt, the power of the Hoover Dam. By 2028, 10 gigawatts more power than most U.S. states. And by 2030, a single training run could hit 100 gigawatts and consume over 20% of all US electricity production. That's just the training cluster, Inference GPUs on top of that. US power production has barely grown in a decade. He turned that observation into his biggest position, Bloom Energy, a fuel cell company that generates power directly at data centers without touching the grid. He accumulated the $875 million position through 2025 while shares were in the mid teens and that position is now worth nearly more than $2.2 billion. The logic is that everyone is racing to build the most powerful models in history but those models require power that doesn't exist yet on the grid. The companies that control where the electricity comes from, that's where the leverage is. His fund now holds Bloom Energy, CoreWeave, Core Scientific, Lumentum, and a short on Infosys, the last one a bet that AI will gut traditional IT outsourcing. We at Milk Road have been saying it for months, the picks and shovels play in this AI cycle isn't the chip companies, it's the infrastructure keeping them running. Come join us so you can see our entire thesis. Link in bio!

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UntamedMan
UntamedMan@UntamedOceanMan·
@weff729 @NickNemo17 Ok, Gonad Flies - sadly, you live in denial. I will mark my calendar to see your x posts expressing shock during discovery, trial, etc
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The Jonad Files
The Jonad Files@weff729·
@NickNemo17 Know her well and shes a great person. Would never do this and definitely a setup
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UntamedMan retweetledi
Ivan Landabaso
Ivan Landabaso@IvanLandabaso·
A list of 38 robotics startups raised $50M+ in 2026. All likely hiring:
Ivan Landabaso tweet media
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fabiano.sol
fabiano.sol@FabianoSolana·
who made most revenue last year?
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NoLimit
NoLimit@NoLimitGains·
🚨 CHINA IS COLLAPSING China’s real estate just hit its lowest level since 2005. The index peaked at 114 in 2021 and sits at 86 today. That is a 25% collapse in four years. Real estate was 25% of China’s entire GDP and 70% of household wealth was tied to property. That wealth is being permanently destroyed. Local governments funded themselves through land sales for decades. That revenue is gone and local government debt now stands at $18.9 trillion. Two thirds of new borrowing is being used just to service old debt. 80 million homes are sitting empty with no buyer in sight. Evergrande collapsed under $300 billion in liabilities and got liquidated. China Vanke is fighting to avoid the same outcome. Beijing has officially declared the old model dead: high debt, high leverage, high turnover, buried without a replacement ready. This is not a housing correction. This is the largest ongoing wealth destruction event in the world right now and Western markets are not pricing any of it in. The second order effects haven’t even started. I’ll make another post later and trust me, you don’t want to miss it. Turn on notifications, this is important. A lot of people will regret not following me.
NoLimit tweet media
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UntamedMan retweetledi
Self Upgrade
Self Upgrade@selfupgrade222·
SECRETLY READ ANYONE: 1. Status - revealed by their shoes. 2. Discipline - revealed by their nails. 3. Background - revealed by how their sit. 4. Intentions - revealed by their eyes. 5. Personality - revealed by how they laugh. 6. Confidence - revealed by how they walk. 7. Loyalty - revealed by where they look. 8. Intelligence - revealed by how they listen. 9. Maturity - revealed by how they argue. 10. Respect - revealed by how they treat people who can't help them.
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UntamedMan
UntamedMan@UntamedOceanMan·
Questflow $SANTA + Hyperliquid news
Questflow@questflow

Questflow now fully integrates @HyperliquidX, bringing every asset class onchain into one platform. Crypto, Stocks, FX, Commodities, and everything else on Hyperliquid. All unlocked and tradable starting today. One platform with full market coverage. Trade with a single message, one wallet, all assets, all on Questflow.

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Elon Musk
Elon Musk@elonmusk·
If they’re willing to die to assassinate, imagine what they will do if they gain political power
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XMAQUINA
XMAQUINA@xmaquina·
The humanoid age has begun. $DEUS TGE | May 27, 2026
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American AF 🇺🇸
American AF 🇺🇸@iAnonPatriot·
Dudes were really building skyscrapers in NYC back in the 1930’s without safety gear and wearing suits.. 🤣🤣
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Flood
Flood@ThinkingUSD·
Who is someone you admire that you'd like to see be interviewed in Crypto?
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