TheCapitalTelegraph

Europe needs to act not regulate! Read more here: tinyurl.com/ActionEurope

@NavalismHQ @naval

A few geniuses solve problems and automate solutions for the rest of society. Any society that can overcome envy to maximize the number and output of geniuses will thrive. @naval

@oguzerkan You couldve understood this a month ago if you were reading here: "..this environment, you have to separate the risk of failure from the risk of absence. If Amazon spends the money and the AI “bubble” cools, they have a ...: open.substack.com/pub/hoxcapital…

Mark Zuckerberg: “$META is ready to spend $600 billion through 2028 because the next platform shift will be owned by whoever builds the most capable AI infrastructure fastest.” Of course there is a risk of overbuilding, but at this stage the risk of underbuilding is far larger as it guarantees disruption if AI delivers on its promises. This applies to all the mega-caps, perhaps except $AAPL. Remember, the short-term effects of new technologies are always overstated but the long-term effects are always understated. At this point, underspending poses a bigger risk to the long-term compounding of $META than overspending.

@oguzerkan @grok based on this.. at what multiple is the market trading now?

Howard Marks: “10-year forward returns were between 2% and -2% whenever the market traded at 23x earnings.” I remember many people dismissed him as a “perennial bear” when he said this. Now they say “the market wouldn’t decline if it weren’t for the Iran War.” It’s always this reason or that reason. What’s undeniable is that when the valuations become unsustainably high, the market inevitably corrects itself. Thinking that this time would be different is the most dangerous thing you can do in the market.

@AlexHormozi Mini risk?

3 more self-improvement hacks that actually work: 1) Remove friends who do not support the version of you you want to become 2) Take micro risk daily (try & fail) rather than macros risk (never try, never succeed) 3) Do not consume before you produce (daily min production goals)

@varunv_malhotra @joecarlsonshow Which stat matters? 3 years? 5 years? 10 years? Im thinking 3 years is the cutoff, but its hard to say

@joecarlsonshow Year to date is stat that doesn’t matter the same way quarters don’t matter

If you feel bad about unerpeforming the market YTD. Bill Ackmans portfolio is down -8% Dev Kantasaria is down: -20% Chris Hohn is down: -11% These are estimates based on their portfolio at the start of the year. And they show that good investors don't optimize for performance over short time periods. They optimize their portfolios for long-term outperformance.

@EricCLFung @DIINERO___ Wht do i do if I want to get rugged?

It's official: In 2026, NFTs will PROVE they're the safest play in crypto! 🚀 You're WAY more likely to get rugged by some shady meme coin or a new L1 TEGing than an OG NFT project. Just saying, who else agrees?

@TravisHoium Like a candle in the wind

@niklabh @0xSweep I have this theory that all great thing exist either because petty or personal lack

@0xSweep The 500 billion dollar blockchain exists today because bitcoin was not turing complete. Gavin Wood solved the oldest problem of computer science the halting problem(Entscheidungsproblem) with concept of gas, invented a new programming language solidity.

A $500 billion blockchain exists because a 15 year old cried himself to sleep over a World of Warcraft update In 2010, Blizzard nerfed Vitalik Buterin's favorite Warlock spell in World of Warcraft His own words: "I cried myself to sleep, and on that day I realized what horrors centralized services can bring" Quit the game. A year later his dad showed him Bitcoin. He couldn't mine it and couldn't afford to buy it. So he started writing articles for a crypto blog for 5 BTC each, worth about $3.50 at the time. Those 5 BTC are worth $335,000 today for ONE article. Co-founded Bitcoin Magazine at 17. Applied for a job at Ripple. They accepted him but couldn't sponsor his visa. At 19 he proposed major changes to Bitcoin. The community said no. So he wrote his own whitepaper. Called it Ethereum. 30 developers reached out within weeks. Dropped out of college. Got a $100K Thiel Fellowship. Sold ETH at $0.31 in the ICO and raised $18 million. One person spent $310,000 on 1 million ETH in that sale worth around $4.3 billion at peak. Another one invested $263 and got 850 ETH now worth over $1.7 million. Ethereum launched when Vitalik was 21. Peak market cap: over $500 billion. All because Blizzard nerfed a Warlock spell.

@zombegonetv @Every_TimeHigh Very sweet

I shall call this one anomaly @Every_TimeHigh

@fockgeorgieboy The only use case i see is writing auto generated reponses to people you dont wanna talk to

Unpopular opinion: Openclaw is the biggest psyop CT has ever fallen for.

The human brain isn’t designed to process all of the world’s breaking emergencies in realtime.

@P_Earns24 Same same

I don’t ever plan on timing the bottom perfectly, and I will buy on the way down when I think a stock is trading below its intrinsic value. But I will also double down when I think the price action is becoming completely disconnected from the growing fundamentals. $META, $AMZN, $MELI

@BradoCapital I wish i had that guys runway

Gen Z is cracked. Funny story... I showed up to interview Aria for a research and content role. He had been posting very legit investment research online already at this point. I was like "when can you start" and he's like "I'm just about to finish my first year of uni" literally 18 years old at the time. My jaw dropped. He's 20 now and you should follow him.

@BrianFeroldi Whats the other 1% tough? Margin of safety?

@kejca Hmm same same..

Berkshire Hathaway CEO joined CNBC's Squawk Box this morning and shared two big pieces of news: (1) Berkshire started repurchasing shares yesterday for the first time since May 2024. Abel consulted with chairman Warren Buffett before making this decision. (2) Abel used his entire after-tax salary to purchase 21 Class A shares for $15.3 million. Not only that, but he also committed to doing this every year that he is CEO. "I can't imagine any other corporate leader doing this," said host Becky Quick.

I adapted a german proverb. Meaning: Riding high has advantages. Big cars big houses etc. But loosing things, falling, most people cant take it. Riding high is dangerous for the common man

The taller the horse the higher the fall.

Origin: me

@OsirisX69X Ooooh Boy .... GM GM

GM ☕ Thirsty Thursday but it's also my Birthday LFG! 🎂