J Samu

@Codie_Sanchez Smb

I was going to charge for this, but f*** it. My team just put together a 40+ page report of everything we’re seeing right now in the small biz economy. What’s inside: → Real market data on SBA lending → Business buyer demand trends → Data on the ownership succession gap → An inside look at what small businesses are doing with AI right now We’ve spent months doing hundreds of surveys and interviewing dozens of owners to put this together. Now it’s yours for free. Just: 1. Like this post 2. Comment “SMB” And I’ll send it over. (Make sure you’re following me so I can DM you.)

70 is a magnet hyperliquid:native

@DanielLurie Great! Next step reduce permits needed. Permit for doors is too much

Starting tomorrow, we’re launching the new PermitSF portal. This is a one-stop shop to apply for permits online without going to the Permit Center to wait in line and file paperwork in person. To kick things off, 5 permit types will be available through the portal. Those include permits for replacing doors, windows, siding, fire alarms and sprinklers, or permits needed to organize block parties. This portal is just our latest step in making the lives of San Franciscans easier, saving residents and businesses both time and money. Learn more here: sf.gov/news-mayor-lur…

@garrytan @SteveHiltonx won polls after debates. If you mean for Dems, then sure

Matt Mahan was the winner of last night's California Governor's race. Mahan: “Our politics has been oversimplified by populists on both sides and you deserve real answers not easy answers.” This is what common sense pragmatism looks like in 2026. garryslist.org/posts/mahan-ta…

@Selkis_2028 Precious Gemstones with Danny McBride is not bad

Commodities are getting FLUSHED

@rohindhar Curious where you get the data for that or is it just observations from listing sites?

Kind of astounding the pace at which $15,000+ a month rentals are flying of the shelf in San Francisco A year or two ago there was practically no market for it

BREAKING: Look at this. A new crypto account was opened yesterday morning. 30 minutes BEFORE Trump's announcement of 100% tariffs on China, it added a huge multi-million dollar levered Bitcoin short position, per YF. The market dumped. The trader made a profit of $192 million in two hours. Unusual.

@ttmygh When’s the next podcast mate!?

1/ The September edition of Things That Make You Go Hmmm… is now available to Silver and Gold subscribers at grant-williams.com!

San Francisco progressive judges release 11 felony traffickers back into downtown San Francisco. Mayor @DanielLurie should take a stand here if he is serious about his commitment to fixing SF.

@0xSehaj @avantisfi Please change the color scheme on the candles. Whatever green that is, it ain’t it

As we raise OI limits on @avantisfi, we'll still be retaining zero-slippage on BTC (in our fixed-fee perps order type). Note - > this is a 70 BTC (~$8M notional) BTC long, where you pay zero-slippage (and only 4.5bps fixed fees: lower if you use ref codes). Unmatched cost savings at this size.

Fade the noise This is a bull market

The world’s most important equities — AAPL, MSFT, NVDA, AMZN, GOOG, TSLA, META — are now onchain. Trade with up to 25x leverage and deep liquidity, with the ability to hold positions overnight🧵.

@KobeissiLetter Just a little shuffling

BREAKING: Lululemon stock, $LULU, crashes over -13% after reporting weaker than expected earnings. Is consumer spending finally starting to give?

⚡ TOP TOKENS TRADED on Definitive last week, by tx count: 1 - @flock_io 2 - @gizatechxyz 3 - @heavendex 4 - @KeetaNetwork 5 - @BioProtocol

there’s a cohort of onchain traders that has not checked in onchain since the last bear market over 4 years ago. the last application these traders used to swap onchain was Uniswap. meanwhile, Uniswap barely looks different from 4 years ago: • lacks SVM/EVM x-chain • no advanced order types • no PnL reporting or adjustable fee tiers for loyalty • no revenue mechanics in their $UNI token • didn’t bother with SVM adoption where significant retail trading happens basically every onchain trading application has run laps around them since including @DefinitiveFi. the market often takes a while to meet reality. are you ready for it?

@dennis_qian The reality on the ground

anecdotally, the actual way to consistently print gains is to be chain-agnostic. staying religious and too rooted too long on a chain during a lull and you’ll just get chopped up. the asset managers in my network that trade anything and everything trenches to majors have been 10x-ing off just a few rotations between Base and Solana assets every other month (even with size). you MUST be agile when there’s alpha on the ground to be picked up elsewhere. and you already know the best platform that lets you trade any token on any chain with size and speed: @DefinitiveFi

gm $EDGE ATH. every holder of EDGE is now in profit. here's two crazy facts about @DefinitiveFi: • every additional DAU brings +$25k/yr in revenue. our users are high value, premium A5 wagyu grade traders. • $EDGE buybacks are not even live yet.

@garrytan Then at the moment you are not fine being taxed

I'm fine to be taxed. But when the state doesn't keep citizens safe, ruins schools, and prevents businesses from thriving, then our tax dollars go to grift and abuse. I'm not OK with that. We should demand effective gov't that works instead of attack those who create growth.