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@icetoad.eth
It is insane to me that a company that only generated $20 billion in revenue last year will end up with an IPO valuation of over $1 trillion.
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@bfg
My wild guess is that the next financial crisis - albeit probably manifesting as many localized tragedies - will be from private credit, when real AI use-cases appear and deflation hits hard
We've been building towards it for quite some tme with private credit markets 👀
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@sqx
Market blasting through ATH.
And all I see are Bears.
Bears everywhere.
Positioning is all that matters. And current is under-owned.
NOT over levered.
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@icetoad.eth
If there's actually going to be accountability, then I can't wait to see who the insider trades were executed by.
https://www.cnbc.com/amp/2026/04/15/regulators-reportedly-zeroing-in-on-suspicious-trades-ahead-of-trump-post.html
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@sqx
words i said to my brother last week.
I think im more bullish than ive ever been.
usually means we about to crash.. but so far so good.
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@derek.eth
have been too busy shipping to be trading the last month or so and it could not be better timed imagine getting an A+ setup destroyed by a tweet day after day, the tilt would probably kill me
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