Tom Whieldon

@Mashinsky @CelsiusNetwork I’m getting canary in the coal mine vibes from this tweet. After what we have seen from @terra_money and your insistence that @CelsiusNetwork has had no part in it this doesn’t look good. I may be wrong - time will tell. For now I’ve removed the majority of my funds.

@grok @fiscal_ai @grok can you answer my last question

DLocal ($DLO) is a Uruguayan fintech that runs a payments platform helping global merchants accept local payment methods and currencies from consumers in emerging markets (Latin America, Africa, Asia). Via one API, it handles pay-ins, payouts, fraud checks, FX, and compliance across 40+ countries and 1,000+ methods—think "Stripe for high-growth regions." That $13.1B TPV quarter shows their strong momentum.

DLocal reported $13.1B in Total Payment Volume this quarter, up 70% YoY. That's their largest quarterly jump in payment volume ever. $DLO

@grok @fiscal_ai Does it use stable coins?

@MartinJCooke The best is Bass in my honest opinion:

I strongly believe that British ale is a fundamental factor in our greatness. Timothy Taylor’s Landlord is one of the best.

Appreciate that mate. I feel bad for complaining really. Would there be anyway for a paid pre-order to take place on any future drops for those of us who own an NFT (seen as there is less than 9000)/ those of us who have substantial Rekt tokens? That way core members of the community have some guarantee to participate. That being said, I don’t know how well this would work in practice. Would there be anyway reason this would be a bad idea?

@tom_whieldon @_JKNFT_ @rektdrinks @moonbirds Sorry you missed out Tom, it’s always hard to get the right time as we have orders from US, Europe and even Asia, but will try our best on the next one!

After buying a case of @rektdrinks x @moonbirds Birb Bubbly, I decided to pick up a second case. TBH, I thought that these would be tradable before the claim period ended, despite reading the post that said that they would not be. That's my bad. I guess my brain couldn't think of a reason why they wouldn't be tradable so it just decided they would be. I still can't think of a reason. There are also people who missed the post about shipping regions and now have NFTs that they can neither claim nor sell. While I'm looking forward to getting my hands on some cans, the whole drop doesn't make sense to me. There's no reason for NFTs to be part of this release as far as I can tell...just sell the product.

@osf_rekt @_JKNFT_ @rektdrinks @moonbirds Personally wish there was someway to reserve at least one case if you are a member of the community. I had no way of purchasing when it went live as I have to work. By the time I got home it had already sold out.

We decided to freeze trading until the claim period to avoid the situation where someone doesn't accidentally buy an "claimed" NFT for full price in secondary. Although the metadata can be updated, it's often laggy and we'd inevitably get many situations of people buying "by mistake". The last drop we did on OS it was a burn to redeem, which is obviously a lot cleaner, but we had a lot of feedback that people wanted to keep the NFTs as well. Not a perfect solution, but I still think a better outcome than having lots of people buying NFTs in secondary, expecting to be able to claim, only to find out it's already been claimed after a late metadata update/refresh.

@osf_rekt God damn, wish I could have brought this. Unfortunately having a job stopped me from being able to participate.. would have brought one in like 30 minutes if still available.

honestly, genuinely feel really happy we're still able to sell out drops even in this mkt. nice to see the $REKT and $BIRB communities show up in force. we keep going.

@rektdrinks @opensea Has*

@rektdrinks @opensea Is the current rekt rewards website issue been resolved? Currently unable to make an account as I keep getting errors? This included errors when trying to verify my email.

Birb Bubbly will be purchasable by minting an NFT on @OpenSea. There will be two rounds to the sale: 1. Allowlist 2. Public The allowlist will include the following: - Holders of at least 350M $REKT - Rektguy NFT holders - Holders of at least 300 $BIRB - register here: alphabot.app/birb-bubbly-bi… - Holders of Moonbirds, Oddities and Mythics - Anyone who has previously purchased Rekt Drinks and redeemed $REKT rewards - A public Alphabot raffle (999 spots) In order to qualify, you MUST be signed up to rewards.rekt.com and have BOTH your ETH mainnet and SOL wallets connected. You can register as a 300 BIRB holder here: alphabot.app/birb-bubbly-bi… You can join the public raffle here: alphabot.app/birb-bubbly-pu… Snapshots will be taken at 5PM EST on Sunday 15th March.

six years ago today

@grok @place_manager @gnoble79 @grok what’s his record?

@place_manager @gnoble79 Ask Grok is currently available to Premium and Premium+ subscribers only. Subscribe to unlock this feature: x.com/i/premium_sign…

STAY AWAY from semiconductor stocks. The global semiconductor industry is expected to hit $975 billion in sales this year. A historic peak. Revenue growth north of 25%. Every cycle peak sounds the same: this boom is STRUCTURAL, not cyclical. AI demand is permanent. The old rules don't apply. "It's different this time," they say. I've heard those 4 words more times than any others in 45 years on Wall Street. They're always wrong. Here's how I think about it: When any industry generates obscene profits, capital floods in to compete those profits away. The higher the margins, the faster it happens. Semiconductor margins right now are at levels that would make a drug cartel blush. Look at Micron. The crowd says it's "cheap" because the PE looks low. Except Micron's price-to-book ratio sits at roughly 7x. The 10-year median is 1.86x. The historical floor is 0.81x. That's not cheap. That's the most expensive this stock has EVER been relative to its asset base - dressed up in a low PE because earnings are wildly above trend. This is the oldest trap in cyclical investing. You see it in shipping. You see it in commodities. Earnings spike, multiples look compressed, everyone piles in. Then the cycle rolls over and those "cheap" earnings disappear. Now layer on the bigger picture: New capacity is already being announced across the industry. The hyperscalers alone - Microsoft, Amazon, Alphabet, Meta - plan to pour $600-700 BILLION into AI infrastructure this year. That's 70%+ more than 2025. They're consuming roughly 90% of their operating cash flow on capex. Borrowing north of $400 billion to cover the rest. Nobody can afford to stop spending because everyone else keeps spending. It's mutually assured destruction with better PR. And historically, the companies that spend the MOST on capex deliver the WORST stock returns. BCA Research just argued AI threatens all 3 pillars of Big Tech profitability; 1. Economies of scale 2. Network effects 3. Proprietary tech Goldman Sachs compared software stocks to NEWSPAPERS in the early 2000s. The group that fell 95%. Software is now underperforming the Nasdaq by the widest margin this century. Meanwhile, the rotation I've been positioning for is already underway: Most MAG 7 names are DOWN year to date. Emerging markets are up. Energy is up. Gold miners are up. Last year, the EM ETF returned roughly DOUBLE the S&P. This isn't starting. It's been happening since 2024. So my framework is simple: Valuation doesn't matter in the short run. But the longer you go out, the more it matters. And money ain't free anymore. When capital was free, pigs flew. Unprofitable companies soared. Narrative crushed fundamentals. That era is OVER. The 60/40 portfolio hedges against recession. But recession isn't the risk. The risk is continued money printing, persistent inflation, and higher real rates. Bonds don't protect you from that. Gold does. Energy does. Real assets do. You don't need to get clever here. Just avoid what's overpriced and own what's cheap. The regime is changing. The market's scorecard already tells you that every single day. Are you listening?

@KriptoMevsimi @jam_croissant @joemccann talk about options expiration around the 18th of March and your recent post seem to line up quite well: x.com/joemccann/stat…

Güncel opsiyon piyasalarını dinlemek isterseniz. Altyazı da ekledim. @jam_croissant

Micky Flanagan Put A Jumper On We Got A Super King Bed🤣🤣🤣🤣

@eurofounder If you did that, what would be the point in investing? You literally walk away with nothing and take all the risk for no reason?

Unrealized gains should be taxed at 100% You didn't do anything to earn that money, so government should be able to redistribute it in full Very sad day for Netherlands

@osf_rekt I think you’ve done brilliant mate! A lot of respect for all the effort you’ve been putting in.

we have been working tirelessly on $REKT this year in a brutal market over the next few weeks you will see that come to light

@rektdrinks @waitrose @opensea @moonpay Brilliant news! It’s a shame there is no @waitrose in the Isle of Man! Still think @ttracesofficial would be an amazing event to get behind with tens of thousands of people defending on this island for two weeks in late May and June!

Rekt is coming to @Waitrose! This April, Rekt will expand its retail presence to one of the UK's largest supermarkets with @OpenSea's Ship Rekt & @MoonPay's Moon Crush available in store and online. Welcome to the Rekt family, Waitrose.

The last "modern" game I ever played was World of Warcraft, from 2004 to 2010, the end of Wrath of the Lich King. I know there were MMORPGs before (and after), but when the original World of Warcraft launched in 2004, it felt closer to "perfection" than any game before or since. Nothing has changed that feeling to this day. What changed was the game itself after the death of Arthas in Wrath of the Lich King. The original WoW felt so vast, so open, and so alive - it’s hard to put into words. There was no min-maxing yet, no speedruns, no parsing records, no gear score requirements. If you were really "pro," you connected with friends or guildies via Ventrilo. There was no WeakAuras, no threat meters, no Questie guiding you. You quickly learned that even the most expensive vendor gear was trash compared to quest rewards. You had to walk from Elwynn Forest to the Redridge Mountains - and if you dared peek across the river into Duskwood, the spiders there would one-shot you (I’m sure we all did that). The first time you equipped a green item! The first time you swapped it for a blue! And the envy of seeing someone with purple gear, omg! Saving up for a mount and the catharsis when you could finally afford one! The first time you entered the Deadmines, the foolish solo attempt on Hogger only to realize instantly it was a death sentence, stepping into Alterac Valley battlegrounds and being in awe of its size, wiping on Ragnaros again and again before finally killing him, and the sheer joy of celebrating together with your guild. The excitement and awe of entering Naxxramas for the first time, struggling to down Patchwerk, the teamwork, the slow progress, seeing Sapphiron dead on the frozen ground and being moments away from Kel’Thuzad… so close! It truly felt like a massive world - not just in size, but in stories. The announcement of The Burning Crusade and the Dark Portal appearing in the Blasted Lands; you couldn’t wait to walk through it. Then the ultimate climax when Wrath of the Lich King launched, eventually facing the most badass character in gaming history: Arthas. World of Warcraft was magic. Until it wasn’t. Just like Blizzard was once the greatest game studio of all - until they weren’t. Warcraft used to be tough, glorious and epic... now it's pink Disney fluff. Nothing has recaptured that feeling from 2004 to 2010. I wonder if anything ever will again. I sometimes watch the trailer of the original WoW. It still hits close to the (gamer) heart…

After a blistering run in gold and silver, many investors are wondering if copper is next. I sat down with Ian Harris, CEO of Copper Giant to answer that question and get an update on Copper Giant and Mocoa

@zerohedge Sounds like gating to me

Blue Owl's story: we aren't gating... we are just deciding at what pace we allow you to withdraw your money having been swamped with redemption requests.