EverVests | AI & Markets

@BrandiKruse Another Democratic state destroying their economic future... Perhaps they should look at spending first. evervests.com/articles/stop-…

I've never seen someone so smart do something so stupid. Washington state's decline is sealed.

The real problem isn't the debt itself — it's that politicians treat other people's money as infinite. We covered this in 'Stop Blaming Billionaires': the real thief isn't private wealth creation, it's government overspending that never gets audited. California's local version + the federal version = same systemic problem.

🚨 POWELL BIG WARNING 🚨 FED CHAIR POWELL: U.S. DEBT IS GROWING MUCH FASTER THAN THE ECONOMY & CALLS IT “NOT SUSTAINABLE.” ALSO WARNS: “IT WILL NOT END WELL IF WE DON’T ACT SOON.” U.S. DEBT ~$39 TRILLION WITH INTEREST COSTS ~$1 TRILLION A YEAR. TRUMP MAY LOSE MID… Show more

@niccruzpatane We wrote about this back in November — 'The Great Uber War has begun.' At $6.88 vs $16.97, the math speaks for itself. Uber's 'Marriott Model' (fleet management without ownership) might work — until the robotaxi prices you out of the market entirely. 🔗 evervests.com/articles/uber-…

Tesla Robotaxi vs Uber on a short 1.4-mile route in Austin, TX: Robotaxi: $6.88 Uber: $16.97 R.I.P Uber.

Chamath is right — and this is exactly what we covered in 'Stop Blaming Billionaires.' California's crisis isn't about 'rich people leaving.' It's government overspending + hidden pension obligations + accounting tricks. The real thief isn't private wealth — it's political promises that can never be kept. 🔗 evervests.com/articles/stop-…

BREAKING: David @friedberg says "California is functionally bankrupt" "People don't realize how screwed California is, & I worry that if California falls, so does the union. "$250 billion to $1 trillion short." "This is because for California to get rescued would be a big cost to red states, & I think it creates in the years ahead a lot of tension." "California's functional bankruptcy is a major risk to the country. & I think we need to figure out what we can change to fix it." How we got here: "California has a public pension system, & that public pension system retirees have paid into it & they get some benefits out, & the amount that they're owed back out is somewhere between $250 billion - $1 trillion dollars more than has been paid in. $250 billion to $1 trillion short. If it was the federal government, it would be like, okay, we'll just print more money. California doesn't have the ability to print money, so California has to pay this out, and you can't restructure retirement benefits. There is a Supreme Court case in California that said that once an employee has been offered retirement benefits, even if they're currently an employee, you can never restructure their retirement benefits. It has to stay forever, and the state cannot declare bankruptcy. There's no way for the state to functionally declare bankruptcy. There's no law to allow it. No state has ever declared bankruptcy, and the retirement benefits sit senior to the bonds in California. So you have to pay out the retirement benefits before you pay out all the bond holders that have loaned California the money that they use to run all their programs and services." Hill & Valley Forum 2026 (@HillValleyForum)

Bitcoin isn't dead. But the dream is over. The next chapter won't be written by the bulls — it'll be written by millions deciding if they still believe. 📖 Full analysis: evervests.com/articles/the-b… #Bitcoin #Crypto #Investing #Finance #CryptoCrash #BTC $BTC

When speculators see bounded upside (12-15×), they leave. They're not wrong. A high-risk asset with: - No cash flows - No yield - Shrinking upside - 80% chance of irrelevance in 50 years ...is a hard sell.

The predictions didn't come true. • Cathie Wood's $1.5M→$2.4M target? Revised down to $1.2M • Saylor's "Bitcoin to infinity"? Now more... measured • The $100K+ predictions for 2025? Mostly missed The hype cycle collided with arithmetic.

Once Bitcoin crossed $1 trillion market cap, it hit a brick wall: the total value of assets it wants to replace. • Gold = ~$29T → Bitcoin ceiling: ~$1.4M/coin • Global base money (M0) = ~$25T → Bitcoin ceiling: ~$1.2M/coin Best case upside from here? ~15×.

The Bitcoin dream just collided with math. For years, the narrative was infinite upside. $1M. $5M. Even $10M per coin. But here's what nobody wants to admit: the math doesn't work anymore. 🧵👇

@CathieDWood @varshikaARK @GrousARK This same dynamic is reshaping healthcare. We just published a deep dive on how AI is about to break the $5.3T economics of medicine — collapsing cost and access barriers the same way it's doing in retail and entrepreneurship. evervests.com/articles/ai-br…

Describing Shopify’s Sidekick and Square’s ManagerBot, @varshikaARK and @GrousARK highlight the reason AI will cause an entrepreneurial explosion—in this case, in retail—during the next five to ten years. The barriers to new business entry are collapsing!

@TrendingBitcoin With real estate there is a use case - people have to live somewhere. No one needs BTC.

BILLIONAIRE GRANT CARDONE SAID HE EXPECTS TO BUY $500,000,000 MORE #BITCOIN THIS YEAR "I WILL GET TO 10,000 BTC." 🚀

Winning corporate relocations ≠ winning office demand. Read the full analysis: evervests.com/articles/ai-com… #RealEstate #Investing #Texas #Miami #CommercialRealEstate #CRE #Finance

Texas won the corporate migration war — and then watched its office market collapse anyway. 314 companies moved to Texas in 9 years. Austin's vacancy: 29%. The highest in the country. The lesson nobody wanted to hear: 🧵 👇

The bifurcation is now: → Premium office: genuinely scarce, commanding premium rents → Everything else: being demolished or converted to apartments Data centers (36% more supply in 2025) are the real AI winner in real estate.

Miami tells the other side of the story. 36% surge in leasing activity. Some of the lowest vacancy rates in the country. Finance firms fleeing New York and Chicago want premium space. They want the waterfront views, the new construction, the buildings that feel like destinations.

Companies came for the tax benefits. The regulatory environment. The talent. They didn't come because they needed more office space. They brought hybrid work with them. They brought optimized headcounts. They brought less.

Bitcoin isn't dead. But the dream is over. The next chapter won't be written by the bulls — it'll be written by millions deciding if they still believe. 📖 Full analysis: evervests.com/articles/the-b… #Bitcoin #Crypto #Investing #Finance #CryptoCrash #BTC $BTC

When speculators see bounded upside (12-15×), they leave. They're not wrong. A high-risk asset with: - No cash flows - No yield - Shrinking upside - 80% chance of irrelevance in 50 years ...is a hard sell.

The Bitcoin dream just collided with math. For years, the narrative was infinite upside. $1M. $5M. Even $10M per coin. But here's what nobody wants to admit: the math doesn't work anymore. 🧵👇