Ryan

A new way to collect. Power Packs are now live.

China's BYD Introduces 3.9-Second 0-60 Electric SUV With Massive Range zerohedge.com/technology/chi…

This needs to change

Hi @googlenest @Google did you just deactivate Jeffrey Epstein's Nest Account, lsjislandmanager@gmail.com? It was working an hour ago. Were you instructed to deactivate it? By whom?

The Hollow Men American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider. By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants. These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition. In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken. Today, we have severed that link. We have rigged the game so that heads, the Insider wins; tails, the shareholder loses. If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived. This looting starts in the boardroom. We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year. Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor. And for what? Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love. They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders. And what happens when these boards hire executives who also have no personal capital at risk? We get the Delegation Economy. When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know. This is not management. It is intellectual money laundering. They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake. While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us. If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag. The time for polite governance is over. If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.

There's only one

Unfathomable levels of irony.

BREAKING NEWS - The first Detransitioner case WIN in the country. Minor had her breasts removed. Parent consented because doctors’ threatened that she would commit suicide if she was not “transitioned”. Fox Varian wins $2M. @megynkelly @libsoftiktok @_CryMiaRiver @EithanDHaimMD

Something very fishy about Apple's China numbers

3:00PM EST 6969 Supply Free Mint WL Phase PUBLIC Phase Reveal You are so back.

See you Friday

Final Stop GameStop: The Jig is Up In Part 1, I outlined how he arrived on the scene – we had a talk in 2019 about GameStop and investing. The Chewy founder then made a big splash as an activist with a Form 13D filing later in 2020. He has held on with the diamondest hands. Ryan, the current Executive Chairman, CEO and owner of now about 9% of GameStop stock, ascended to this dual role in September 2023. Let’s take a look at the business as it stands today. Here I will introduce the Scion Analyst Template, in parts. This is a Microsoft Word template I put together for my wayward analysts early in 2006. The idea was to get everyone thinking my way about analyzing stocks. I will now, as I would have in 2006, analyze GameStop stock by working through the template one section at a time. open.substack.com/pub/michaeljbu…

2013. Obama is asked why his administration is deporting so many people and separating families. Obama: I'm the President, not the Emperor. I have to enforce the law even if it is tragic and heartbreaking.

Kabuto King Giveaway 👑 Winner Receives: 👑 2002 Legendary Collection Reverse Holo Kabuto CGC 9 👑 Autographed 1999 Fossil Unlimited Kabuto How to Win: 👑 Follow @KabutoKing_ 👑 Like & Repost A winner will be picked tomorrow evening. Good luck and thank you all!

A Polymarket trader ran a Wolf of Wall Street–level play overnight - made $233K by drained liquidity from trading bots and it flew completely under the radar. The setup was brilliant and extremely simple. A trader known as @a4385 made $233K overnight exploiting 15-minute Polymarket markets. Saturday night. Liquidity is thin. Binance spot order books are shallow. On “XRP Up or Down — Jan 17, 12:45–1:00 PM ET” he aggressively bought UP at any price. His counterparties were trading bots. Polymarket market making is relatively straightforward, with low barriers to entry for solo devs and trading bots are now very popular. By the 10th minute of the market - XRP was down ~0.3% from the open yet he had pushed UP shares to 70¢. The bots saw an opportunity and walked straight into the trap selling him even more UP. ~77K UP accumulated at an average price of ~48¢. Two minutes before settlement, a wallet on Binance bought ~$1M USDT of XRP spot, pushing price ~0.5% higher. Seconds after settlement, the $1M spot buy was sold back. Cost of the manipulation: ~0.25% slippage each way + fees. With Binance VIP 4 level (0.06%) (quite easy to obtain) and 0.25% slippage on both sides the total cost was ~$6,200; It may be less. He ran the same play multiple times, cleaning out bot wallets by exploiting thin weekend liquidity. @a4385 - polymarket.com/profile/0x506b… Some bots were shut down in time. Others didn’t react fast enough and lost their entire balances - including @aleksandmoney" target="_blank" rel="nofollow noopener">polymarket.com/@aleksandmoney, which gave up a full year of profits.

A Final Message From Scott Adams

Kabuto King Giveaway 👑 Winner Receives: 👑 Autographed 1998 Japanese Vending Series II Kabuto How to Win: 👑 Follow @KabutoKing_ 👑 Like & Repost This is the first of this card I have signed, and is EXTREMELY rare on its own! A winner will be picked Monday evening. Good luck and thank you all!

@shanicucic96 @RedactedStud1os @JirasanOfficial

Shooting schedule for a @RedactedStud1os film is going to kick off tomorrow We are in need of 5-6 @JirasanOfficial NFTs from holders who want their characters to be a part of this. Selected Jirasans will get paid $$ too Comment your @JirasanOfficial NFT below this post and we will get the director of the film to pick the ones that may suit the scenes. NFTs will be used in shirts worn by actors in the film and as comic characters sketched by the protagonists younger brother on the film 🫡

@Logan4228 @d0wnsideofme Tis worth your time

@d0wnsideofme @tgcarpe Bro, if you give me a job I’ll read this holy cow

holy fucking shit