pikachu

Even the Mag 7 have come way down in terms of valuation, following their 17% drawdown since last October’s high. The cohort is now trading at a modest 25x forward P/E.

Jack Dorsey of Block has said that AI can make middle management obsolete, per FORTUNE.

@garyvee Where’d your boy @kevinrose go lol

NFTs are a forever collectible :) obviously the 21/22 confusion slowed down the onboarding and the ui/ux is still not there- but many working on Their projects everyday and many collecting everyday and that will grow in the next decade :)

@Kramaramb New pokemon are trash. Base set originals are where it’s at

Ascended Heroes pokemon center ETB's are now $415 a piece with absolutely no sign of slowing down.

Extremely underrated Hasan Piker moment was when he went on a five minute rant about how the streets should run red with the blood of landlords and like five days later everyone found out his mom owns and manages commercial real estate

@PeterLBrandt No macros are different. Study markets peter

Comparing now to 2008 MAGS vs. Dow (which lead then) DO YOU THINK THIS IS POSSIBLE - YES OR NO If true, the good news is that we are almost halfway home

Bitcoin has been very resilient in recent weeks, and we can see below how the 52-week Z-score has been recovering (along with ETH) while the rest of the asset class spectrum has been weakening. The outlier there of course are commodities (BCOM).

@BriaMckissic @LaRonHines Older Gen Z just a millennial lol

@LaRonHines Millennials were already grown. This is older GEN Z era by far.

the older i get the more i understand millennials obsession with 2016. this was so good

It has been my view all along that Bitcoin is an aspirational junior player on the hard money team (led by gold), and not the end-all-be-all store of value that is going to “eat” all other asset classes. Gold has been and, in my view, will always be the quarterback on this team, and Bitcoin along with silver are secondary plays. As such, they may take turns leading the ups and downs, and just like we look at the gold/silver ratio (or the gold/miners ratio) we could consider the gold/Bitcoin ratio. To me, that’s the lens through which we should evaluate Bitcoin. In fact, there may be a valuable indicator lurking here as we ponder when and where Bitcoin will find its floor. The chart below shows Bitcoin and its power law curve. We can see that the $60k level is a support level based on previous highs and lows as well as where the power law support curve is (or will be after a few months of backing and filling). Now look at the bottom panel. This shows the Z-score of the gold/silver ratio (blue) as well as the gold/Bitcoin ratio (orange). While gold is “cheap” compared to silver, it’s “expensive” compared to Bitcoin. We are not quite at the extremes seen at previous inflection points but we are getting close. It gets better. Taking a close-up look below, we can also see that the gold/Bitcoin Z-score has produced valuable divergences at past extremes. At both the 2021 and 2025 tops, the Z-score triggered a bearish divergence at the new Bitcoin highs, and it flashed a bullish divergence at the 2022 low. We don’t have such divergence yet, plus at 91% the signal itself is not yet at the extremes seen at past lows. This suggests to me that Bitcoin will need to spend more time backing and potentially filling at the $60-$70k level, and perhaps even slightly undercut it, to satisfy both the time and price elements of a mild Bitcoin winter. Speaking of winter, good luck out there!

@TimmerFidelity People who don’t want to login to linked in cannot read your whole post. Put it on X in a long form writing! They support it now. Thanks Jutrien!

Another week, another major news event. While we wait for the news flow to unfold from the Middle East, there is so much we do not know, and whatever we do think we know is subject to change at a moment’s notice. So, I will keep things short this week and focus on what the charts are saying and what anchors we as investors can drop to shore up our portfolios. What do we know? The cyclical bull market is now 41 months old and is starting to flatten out as the mega cap growers lose their leadership. It makes sense that a bull market in its fourth year starts to churn, and that what is happening. Let's explore in this week's Weekly Asset Allocation Review. linkedin.com/posts/jurrien-…

@sandiegowavefc Fire I need one 😢

Our love letter to an SD landmark 💗 Introducing the Balboa Park Kit.

@Mike_Dillard @TimmerFidelity Nope

@TimmerFidelity Nope. Wick to $40K with consolidation between $45-$55K until October.

Finally, Bitcoin fell to $60k last week, which is in the support zone that I suggested a few months ago when I wrote that another 4-year cycle bull market had likely ended. A decline to “only” $60k would be relatively shallow for a Bitcoin winter, but as the commodity currency matures, its ups and downs should become less dramatic. It’s anyone’s guess whether $60k is the low, but my guess is that it is, and that after a few months of backing and filling the next cyclical bull market will get underway. Based on the mathematical harmony of past cycles, which of course are not a guarantee of future cycles, my sense is that any future waves could eventually take us to new highs.

@krybharat Joined Twitter March 2021

BTC dominance breakdown in progress...

Hasan Piker has been banned on Twitch

@elonmusk Can I have more credits Elon 🙏

Grok reaches #1 in Sweden

The consensus going into 2026 seems to be that the US will run it hot, from a combination of fiscal policy and a dovish Fed. The output gap (actual GDP vs potential GDP ) is now the highest in 25 years. And more dovish Fed (about to get even more dovish) is cutting rates well beyond what seems to be justified by either inflation or employment (per various iterations of the Taylor Rule below). Run it hot!

@TheDeadManCO Can I get one 🙏

We are giving away some crossbody bags for free! So if we reach out to you, this is why! We want to test how good the printing will be, and if they’re worth it! It does take couple of weeks to have them printed and shipped, this is why I’m hesitant about more than anything!

@rauchg @xai @OpenAI How about 5.2 thinking?

This is fun. Left the autonomous chess match (v0-chess-match.vercel.app) running overnight between @xai Grok 4 and @openai GPT 5.2. Grok's 𝚐𝚛𝚘𝚔-𝟺-𝚏𝚊𝚜𝚝-𝚛𝚎𝚊𝚜𝚘𝚗𝚒𝚗𝚐 won 19 of the last 20 matches 😅 What models should battle next?

One of my favourite Nano Banana Pro prompt flows at the moment is to take an existing image, ask Gemini 3 Pro to make a JSON prompt for it, and then: 1. Run that prompt to see how close it gets 2. Run it again but prefix for new variants: "Generate a new image with SIGNIFICANTLY different nouns, objects, color palette and pose compared to the JSON below. CRITICAL: Strictly preserve the original 'vibe', 'aesthetic', and 'mood'. The result should look like a distinct photo from the same artistic series." It's a good technique for testing adversarial image capabilities too.