The Largest 10% of U.S. Stocks now account for 76% of U.S. Stock Market Capitalization, the highest concentration in history 🚨🚨🚨

Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.

Thanks for the memories, Tom 🥲 8 minutes of the New England Patriots 🐐 Mic'd Up ⬇️

Slowly at first and then all of a sudden

THE GOAT. IN BRONZE. Tom Brady | NFL

“This statue isn’t just for Pats fans, it’ll also give all the Jets fans something to throw their beers at as they leave this stadium every year. Probably in the second quarter.” 🤣🤣

My view is that buying and holding real estate is not an effective investment strategy in our current economic environment, for a few reasons. 1) Real estate is more interest rate sensitive than it is inflation sensitive, so given our current circumstances it is likely to go

🚨David Friedberg: "Socialism will sweep over this nation" "My prediction will ring truer than any of us hope." "Socialism will sweep over this nation, I fear." "It’s a cancer and it's going to be worse than what we saw with woke stuff." "People are stagnant in wage growth."

So let me get this straight… $MARA locks in $950M in 0% convertibles due 2032… 7 years of free cash. ✅ Buys back convertibles to block dilution ✅ Grabs 64% (with option to 75%) of a company with direct access to France’s nuclear power You can’t make this up. Fred Thiel 🫵🫡

Introducing Arc, the home for stablecoin finance. @Arc is an open Layer-1 blockchain purpose-built to drive the next chapter of financial innovation powered by stablecoins. Designed to provide an enterprise-grade foundation for payments, FX, and capital markets, Arc delivers

🚨OH MY LORD: NVIDIA and Microsoft now account for 15.4% of the S&P 500's market cap, an all-time high. Never in the modern history of financial markets have two companies had such a large share in the US market. The market concentration is absolutely insane.

Today, Coinbase 🛡️ introduced a new Stablecoin Bootstrap Fund to boost stablecoin liquidity in DeFi capital markets. Aave is among the first protocols where they've placed liquidity.

A) Happy to help: Daily (Macro Investor): for PMs and sophisticated retail traders. Highlights = #DrMo, analysis and forecasts of key economic data and policy projections for the 10 most important economies around the world. Includes a daily update of our Quantitative Risk

Good report from Coinbase Asset Management on how investors can get off zero allocation to crypto. Crypto has a $4T market cap, yet some institutions still have zero crypto exposure. It’s not too late to be early. Take a look!

Read the report here: assets.ctfassets.net/veralthznlpa/2…

Coinbase Onramp meets Sui with Slush! 🎉 Slush Wallet lets users earn, swap, and explore the Sui ecosystem. With this integration, funding on Sui is simple: users can seamlessly convert fiat to both USDC and SUI from within the app.

⚡️COINBASE CHOSE SOLANA! Coinbase is teaming up with Squads Protocol to make $USDC the default stablecoin across all products on #Solana.⛓️

🚨‼️🚨‼️ | Kolo Muani - Juventus, ITS DONE: agreement reached with PSG, the striker returns on loan. #Juventus [SportMediaset]

Probably nothing

If you are screaming about Ethereum vs Solana on Twitter just know you’re giving Japanese soldier fighting 30 years after WW II vibes. It couldn’t be clearer both of these chains will do well and the trust assumptions in each are highly similar. The state of discourse is