The US equity market is distorted. We all feel it, this chart shows it well. Thanks Charlie Bilello Natalia Gurushina

⁦matthew sigel, recovering CFA⁩ warming up for ⁦The Bitcoin Conference⁩ Keep on HODL’ing!

Hot off the press. Walk through some historic market distortions with us. VanEck Adam Taggart Thoughtful Money Natalia Gurushina youtube.com/watch?v=mPV64X…

Looking smarter after today. Going to The Bitcoin Conference tomorrow!

Dear entrepreneur, Congratulations on your recent success! For your reward, here is your first frivolous lawsuit. Possibly funded by a third party, or an information-gathering competitor, who knows. Enjoy the distraction, and thanks for playing. -America 🇺🇸

One of my favorite Stanley Druckenmiller quotes. “People always forget that 50% of a stock’s move is the overall market, 30% is the industry, and maybe 20% from stock picking.”

After returning from Bitcoin 2024 in Nashville, Jan van Eck and matthew sigel, recovering CFA are ready to share their top takeaways. Join us tomorrow at 11 pm ET and register below for a discussion about: - Growing mainstream support for Bitcoin and its potential as a reserve asset - Why now

My TLDR: 1. It takes years to produce chips. Expect NVDA competitors in 2027. 2. No sense from this start-up that they won’t succeed in bringing a competitive product to market. 3. Chip shortage to go away. podcasts.apple.com/us/podcast/odd…

How the AI bubble was saved: META Q2 capex missed by $1.3 billion, but it promises to spend, spend, spend record capex amounts in Q3 and Q4 (which means far less stock buybacks). It won't, and instead the market will be "shocked" when Q3 CapEx misses by over $2BN

What factor ETF owns these as top holdings: NVDA, AAPL, MSFT, V, LLY, MA, META?

It was the quality ETF (other). The issue is, these ETF’s all own the top mega cap stocks. There are solutions. VanEck

Someone said to me today that tech doesn’t matter for stablecoins. That is incorrect. Agora is the cheapest stablecoin to transact with on EVM. If you’re a: 👉Trader/Trading Firm 👉Remittance/Payment Company 👉Building something new Save 25%+ on gas by using AUSD

"Most people die at 25 and aren't buried until they're 75" - Benjamin Franklin Why? 4 reasons and solutions:

Fantastic pod to understand AI, both the importance of open-source models (META) and where we are with autonomous driving here and in China. I thought the first piece on politics was insightful, but you can skip and still get lots of value. podcasts.apple.com/us/podcast/bg2…

I guess Gary Gensler thinks NFTs are securities after all

I’m bullish India’s macro story but still learned something almost every minute on this pod. VanEck Natalia Gurushina India Is The Most Promising Emerging Market | Angus Shillington youtu.be/tyflnpQmjY0?si… via YouTube

The number of tech job postings. Auch.

⁦The All-In Podcast⁩ has amazing lineup of speakers. 🙏🙏⁦Elon Musk⁩ live

“Who won’t want a robot buddy?” Predicts we’ll want 2-3 robots for each one of us. ETA less than 10 years… (Hands are tough)

>Very concerned about fiscal >Base case, US Govt to be split >Bond market reflecting that now >Own future-proof assets Gold & #Bitcoin to hedge >India GDP > EU within 10 years >Bullish $HODL Sighting Jan van Eck