I remember Sysorex! Didn’t realize the $CRWV connection until today. Shaking in my boots as a mining/AI infrastructure investor. This and the $CRWV income statement makes me wonder if the whole rent-a-GPU / ATM-to-mine sector is the next WeWork (aka, a zero). $IREN $NBIS

Get after it

This. The US will save so much more $ refinancing the national debt that’s rolling over in the next 6-12 months than any amount of tariff revenue collected. Drop rates with tariffs, refi, then juice markets with tax cuts/stimulus. This is the way

When consumers weren't worried about inflation in 2021, we had an inflationary spike in 2022. When consumers were worried about inflation in 1981, inflation peaked & decelerated after that. I know it sounds harsh, but consumers don't know shit.

2013 vs 2025 Bitcoin stays the same. It’s fiat that’s losing value. Isaac Miller 🔥

If this "big, beautiful" bill passes anywhere close to its current form, rates up, inflation up, bitcoin up, equities up, bonds down. The setup is (likely) max long, for now.

This isn’t a political issue. It’s just math.

Debt death spiral.

Circle $CRCL now trades almost 600% above IPO price Half their cash goes to fkn CoinBase It's a muthafkn STABLECOIN mind you that makes money off fees then reinvests those fees in shit yield treasuries IPO Valuation was around $7 billion and now you fkn geniuses put a $38

Let me shed some light why $CRCL rally so hard after IPO. Imagine you're at a party, There are 10 boxes of pizza, but the guests only have 2 boxes of pizzas. The chefs, and employees can eat the 8 remaining boxes after the party. And you're told that these are made by Michelin

Circle’s equity market cap exceeded USDC’s total supply today lol. The unlock cometh. Meme till then!

Finally

👏

Imagine paying 850 sats for a piece of paper a small group of dudes can print at will.

$PLTR today at ~$147 is ~$350 BILLION. Q1 GAAP NI less interest income was only ~$163 MILLION? Very aggressive fwd run rate assumptions puts NTM < $10B rev and < $500mm ops NI. **35x+ ev/rev and 700x true forward P/E**. In a buyout it'd take hundreds of years to breakeven

Incredible

Excited for CLARITY in Sept 🤞