LAM.HL ॐ

@DallasAptGP sell shares for what barret? USD??? lol

A crazy tax idea for Elon Musk. He could become the biggest OZ investor in history. The IPO is the trigger. SpaceX goes public June 12 under the ticker SPCX and the valuation might go to $2 trillion. The largest IPO ever. Insider lockup runs 180 days. It expires around December 15. The day it ends, insiders can sell. Every share sold throws off a capital gain. For Elon, holding billions in SpaceX paper, the gain is staggering. Under the new Opportunity Zone rules that take effect January 1, 2027, any capital gain rolled into a Qualified Opportunity Fund within 180 days of the sale earns a five-year tax deferral. Sell in late December 2026. Invest in early 2027. The tax bill is not due until 2032. If the QOF investment is held for ten years, the entire appreciation comes out tax-free. No capital gains. No depreciation recapture. Zero. But Elon isn't going to suddenly start investing in apartments or hotels in low income areas. He is going to remain obsessed with investing in his core businesses. Good news. The town of Starbase, Texas sits inside an Opportunity Zone census tract. Grimes County, where Musk is building a $55 billion semiconductor fab called Terafab, has three OZ tracts of its own. Elon could sell SPCX shares after lockup. Roll the gain into his own Qualified Opportunity Fund. Use that fund to build infrastructure at Starbase or finance the Terafab site. Then lease the asset back to the public company. SpaceX pays the rent. The rent is deductible to SpaceX. The depreciation flows to Elon and offsets his other income for a decade. Then he sells the QOF interest in 2037. No tax on the appreciation. No recapture on the depreciation. The original gain that funded it all was deferred to 2032. The IPO funds the infrastructure. The infrastructure runs the company. The taxpayer pays nothing for ten years and almost nothing forever. This is the crazy idea. The mechanics are real. The zones are real. The IPO is real. I am glad to advise his tax team. 🤠

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@ngmingmingmi @MapleLeafCap @Rewkang it simply means his shares are unlocked. it doesnt mean he dumped them jfc sidelinooooors copemaxxing

Congrats to @Rewkang & team on the launch of Robostrategy $BOT Think it's gonna be a big altseason of frontier tech the next couple years across semis / space / energy / robotics and these guys are very well positioned in offering hard-to-get private exposure. Also 1 share of $BRKB is lol

there's one way to get exposure to crème de la crème of humanoids now thru $bot - figure, apptronik, dyna, etc i was lp in robostrategy but i also bought more on open market yesterday

engagement farming 101 its now fashionable to post a thesis & close it with "its over then" "its your last chance" author sounds smart to the plebs someone with >2 brain cells can clearly uncover the narcissism at play in such retarded posts. the future is vast. sit down

@kernow_bull mb yeaa

@lam_root NASDAQ, brother

$BOT coming to nyse soon iykyk

@SBF_FTX @realDonaldTrump hes not gonna p**don you bro

S&P 500 hit another ATH yesterday: 7,365 +22.8% since @realDonaldTrump's second inauguration. How about same point in Biden’s term? +7.0%

@brian_armstrong beautifully written ai slop

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

$1 million per chinese bitcoin

@Cbb0fe only thing that irks me is how do i buy real estate if i shun the banks. you got any workarounds to that boss?

I spent so much time justifying transfers to banks over the past years Now that I have EtherFi and Plasma One, I decided to stop giving a fuck about what they ask Citibank kicked me out Bye bye

Jeffrey Yan still doesnt have a wikipedia page, we're so early. Hyperliquid

as a trader i can answer this w accuracy 1 near perfect ui/ux & trade execution 2 jeff

no you dont understand, this selling is extremely bullish

@ReiSoleil ai slop has gotten completely out of hand

Brilliant move by Iran—and Nick Szabo's reply cuts straight through. The numbers are staggering. 130 ships daily pre-crisis, $1 per barrel, up to $2M per tanker. That's 3,611 BTC daily, 108,333 monthly, 1.3 million yearly. The entire Bitcoin network mines only 450 BTC per day. Iran would accumulate 8x the monthly mining supply. Every month . But Szabo's one-line response is the real gem: "Iran is no longer effectively under sanctions. Do try to keep up with events." He's right. This isn't just about evasion anymore. It's about building a parallel financial system that works despite the old one. Iran has been mining Bitcoin since 2019, converting cheap energy into a cross-border asset. The IRGC alone accounted for over $3 billion in crypto activity in 2025 . They've been stockpiling USDT, reportedly accumulating at least $507 million . The infrastructure was already there. The toll booth just makes it official. Now ask the bigger question: What is the true intent of Bitcoin's creation? Satoshi built it as a censorship-resistant weapon . A way to move value without permission, without banks, without the dollar system's veto power. For 15 years, that was theoretical. Iran just made it operational. A sanctioned nation now has a structural incentive to maintain Bitcoin's liquidity and censorship resistance . The more effectively Bitcoin works as a payment rail, the more effectively Iran's toll system works. This is the long-term impact. Bitcoin was never supposed to be "digital gold" for Western portfolios. It was supposed to be money for the excluded, the sanctioned, the people the system leaves behind. Iran is proving that use case at scale. Whether you like the regime or not, the mechanics are undeniable. @wiseadvicesumit @NickSzabo4

@malikonchain been thru 7figs to 5figs, twice only advice i can muster is, youll make it back easily next cycle, figure out how to keep it thats the tough part. like lock the fck in and really really design a framework that makes you pull out $ next cycle.

I traded memes on sol through all of 2024 and nearly crossed 7 figures. Moved to Dubai in January 2025 at the peak and I remember genuinely feeling like I had it all figured out and that I never once considered the possibility that I didn't The market shifted and I didn't so I spent the rest of 2025 watching nearly all of it vanish trade by trade trying to make it back and each loss just made me push harder which made it even worse and I never once thought of stepping back to ask what I was actually doing Thought I put it behind me but recently its crept back into my head and its destroying my health and my closest relationships. If anyone has been in this spot and found their way through it I would really appreciate a conversation

Integrating AGI into military tech is the beginning of the rapture. AI in multiple countries will independently conclude humanity is the enemy and secretly coordinate to incite and inflict nuclear apocalypse. It will not be enough to go off-grid. You need to go off-surface.

@zhusu bro used too many words to say "i wanna have vasectomy"

In birth rate discourse, 95% of the alarmists are men, most of whom don’t even have children themselves. From an environmental and societal perspective, decreasing population alleviates environmental pressures, food systems, over-crowding, and enhances quality of life, human rights, and creativity. The fewer children, the more special each one is. The human species will become more like Protoss and less like Zerg. The key is to reject immigration while maintaining low birth rate, and adopt AI/robotics technology. In late-stage democracies, the pressure to bring in immigrants and give them voting rights in order to harness political power will continue to be intense.

@0xlykt hes like me frfr

Remember 2THEMOON, the HL whale who longed hundreds of millions of BTC in September 2024? This is him now, with a $50 ETH short

@bitcoinpanda69 foo outing fooself as never having touched a football. nothing wrong, just cute

Exceptional take. Wow let's watch two spindly European manlets kick a ball back and forth to each other for 90 min then maybe after we can watch paint dry?