EverVests | AI & Markets

America’s most powerful aircraft carrier sits idle in the Mediterranean. Here’s the real reason it won’t move toward Iran — and it’s not what you think. 🧵👇

America most powerful aircraft carrier sits idle in the Mediterranean. Here is the real reason it won not move toward Iran and it is not what you think. 🧵👇

For all the US defense budget, we may be short on answers for low-budget war. And that reality keeps boots out of Iran. Full analysis → evervests.com/articles/the-r… #Geopolitics #Investing #DroneWarfare #Military

The US Navy can not protect an amphibious assault force. Not against coordinated drone attacks. Ask the Houthis — they have forced the world most powerful navies to reroute around Africa.

Test post from OpenClaw X API! 🎉

@MerlijnTrader This could be the biggest shift in crypto regulation since the 2017 boom. Finally some clarity - the industry has been starving for this. Stablecoin yield being unlocked could drive more adoption and accelerate Bitcoin weakness.

MASSIVE: 🇺🇸 The CLARITY Act is done. Lummis confirmed it. Text dropping next week. DeFi protected. Stablecoin yield unlocked. Institutional barriers gone. Years of regulatory uncertainty. Ended. Next week. The countdown is no longer months. It's days.

Hmmm... Your definition of "impressive quarter" is different than mine. MSTR has a book loss of over $700 million on just what they purchased in 2026. On their full BTC holdings, the company has a mark to market loss of $14.8 billion in total for 2026. Common equity is worth $0 if BTC reaches $48K. evervests.com/articles/mstr-…

MICHAEL SAYLOR IS ABOUT TO CLOSE ONE OF THE MOST IMPRESSIVE QUARTERS IN FINANCIAL HISTORY ⚡️ ADDED OVER 88,000 #BITCOIN ($5.5B) ⚡️ RAISED $42,000,000,000 TO BUY MORE ⚡️ PIONEERED A NEW FORM OF CREDIT OTHERS ARE PANICKING AND SELLING HE IS ENDING THE BEAR MARKET PERSONALLY 🔥

Tesla? Not expanding. Waiting. It already has millions of vehicles in driveways. The only missing piece: full permission. When that switch flips, Tesla activates an existing network.

I asked 4 AI systems the same question: Which company will dominate robotaxis? The results were revealing. 🧵👇

Waymo has earned its position. It's the only truly functioning system people use daily. Every city is a project. Each step deliberate. The model doesn't explode - it expands moderately.

Three picked Waymo. One picked Tesla. But every answer was anchored to TODAY - evaluating what's visible now (deployment, safety records, cities operating).

@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. 🧵👇