SaaS companies have been getting beaten up due to Claude, and it’s now become a consensus view that ai will destroy these business. I think the bottom is in for software, and companies that are harnessing AI will massively benefit and rerate higher. I’m placing my bet on $ZETA.

Haven’t seen anyone else talk about this yet, so I wanted to bring up an alarming governance vote by World Liberty Fi this month that appears to be the start of a slow extraction of value from WLFI holders by the team: What you see above appears to be a rigged vote, where the

Good Morning Gentlemen

Beautiful chart $RBLX.

It's just a matter of time until $zeta becomes profitable,2026 is the year.

$ZETA'S VP OF PRODUCT JUST GAVE AN ATHENA DEMA AT THE ZETA TOWN HALL WOW. JUST WOW. THIS IS WHAT REAL AI LOOKS LIKE...

Less than 100 days later, we're already pumping $1 Billion dollars of ADV and over $660,000,000 of Open Interest. Slow, then suddenly all at once. All roads lead to Hyperliquid. This is the only company that matters in Crypto. A true 0 to 1 for Global Finance.

$zeta q4 revenue guidance excludes marigold, im expected a big beat, im predicting it to be north of 412m.

What other sass company allows you to use there software on your mobile device $ZETA

Why do people consume this absolute slop Tom Nash.

Is there a more incompetent company in crypto than Coinbase? >Robinhood lists HYPE >Kraken Lists HYPE >Coinbase lists Aster, GMX, DYDX and LIT >Huge overpay for Deribit >Perpetual offering flopped >IBKR/Schwab coming Couldn’t imagine longing the equity.

Why hasn't anyone built sports betting money line perps on Hyperliquid yet? No idea why everyone is trying to be the second, or third best equity perp market.

With Bitcoin trading at $81K and $MSTR's average price of $76K, @Saylor has earned just 6.5% over the past five years on the $54 billion he invested in Bitcoin. That’s about 1.3% per year. Bitcoin can’t even keep up with inflation. MSTR would have done better just buying T-bills.

If you care about Crypto’s future you should stop using Binance. Full stop.

I seriously don’t get why Anthropic is out there begging investors for money. Just short a bunch of SaaS companies, then casually add their entire feature set to Claude.

amit I'll tell you exactly why Robinhood is down. 1) It has been a large relative outperformer for the past 2 years; it became an increasingly concentrated L/S position. 2) 25%+ of its revenue in 2025, but most importantly its GROWTH (net deposits, volume increase) has come from

Compared a few DEX perp venues and noticed something important: High reported volume ≠ real market activity. 24h snapshot Hyperliquid: $3.76B volume / $4.05B OI / $122.96M liquidations Aster: $2.76B volume / $927M OI / $7.2M liquidations Lighter: $1.81B volume / $731M OI /

some things repeat each cycle. some things never change in the crypto currencies market. be careful who you listen to. this will happen again in a different shape