Capitalist Exploits
23.6K posts

Capitalist Exploits
@capitalistexp
Macro asset manager. Ex-VC & investment banker. Do your own DD. More here ➡️ https://t.co/kr64UfPFYb






Moscow region, Russia: Wildberries warehouses are on fire. ▪️ Kotovsk, Tambov region: Wildberries logistics hub. ▪️ Noginsk, Moscow region: oil depot. ▪️ Elektrostal, Moscow region: Wildberries warehouse. In addition, 13 Russian shadow fleet vessels were struck in the Black and Azov seas.



Why would you ever sell anything? We are living through the fastest acceleration of technology in all of human history. The financial system is being rebuilt on crypto rails: agentic identity, robotic identity, human identity, all of it moving onchain. And yet people are still trying to time it. Selling because someone somewhere thinks the liquidity cycle might soften for a bit is bananas. You don't time a technology adoption cycle. You accumulate through it. Every drawdown is a chance to own more of the base layer of the next economy. The one job is to stay in. @BittelJulien and I got into all of this on The Journey Man. As ever, please enjoy!













