Beltway Investor (@quantvmblaze) 's Twitter Profile
Beltway Investor

@quantvmblaze

🇺🇸🇫🇷, International Security, PLTR, SOFI & RKLB, polyglot

ID: 2355070770

calendar_today21-02-2014 16:55:25

6,6K Tweet

223 Takipçi

73 Takip Edilen

Chris Loesch 𝕏 (@chrisloesch) 's Twitter Profile Photo

I’ll bite. US aid to Israel roughly averages to around $3.8 billion per year. (Over 80% of that comes back to the U.S. in military The value of Israeli intelligence to the US is equivalent to 5 CIAs, worth $50 billion to $80 billion annually. Saving the US tax payers and

SoFi (@sofi) 's Twitter Profile Photo

The future of on-chain settlement is here. ⚡️ Today we launched SoFiUSD, a fully reserved #stablecoin issued by SoFi Bank, N.A., positioning us as a stablecoin infrastructure provider for other banks, fintechs, and enterprise platforms. We are the first nationally chartered

Mike (@blackscholesman) 's Twitter Profile Photo

Mega Trends in Defense Tech into 2026 Not since adoption of aircraft has the military been poised for a series of disruptions. 2025 was the year of promise and I expect 2026 will be the year of delivery. There are lots of ideas out there, but this is what *I own* in Defense Tech

Mikita 🇺🇳🇦🇶 (@mikitaisbased) 's Twitter Profile Photo

Palestine, as both a cause and a movement, is just anti-democracy, anti-West, authoritarian, and hypocritical. And they have aligned themselves with Nazi Germany during WW2, with the Soviets during the Cold War, with Saddam Hussein in Kuwait, and now with China and Russia.

Beltway Investor (@quantvmblaze) 's Twitter Profile Photo

If Iran and Cuba fall, Russia and China are going to find it very difficult to sow chaos around the world. We are witnessing the biggest geopolitical realignment since the Soviet Union collapse. “There are decades where nothing happens; and there are weeks where decades happen”

WarMonitor🇺🇦🇬🇧 (@warmonitor3) 's Twitter Profile Photo

Two Iran-aligned armed factions in Iraq sent a letter to Washington that denied any alliegance to Iran, emphasized that the United States is not "an enemy state.” Iran is losing influence in the Middle East.

DG (@courage_wins) 's Twitter Profile Photo

Bone chilling comment from Eric. If you’re still asking “what’s the next contract,” you’re looking at this wrong. The real question is who becomes part of the permanent infrastructure layer. That’s why I view $ONDS through a multi-year lens, not a headline lens. I’ll trade

Alex גדעון בן װעלװל (@jewishwonk) 's Twitter Profile Photo

The reason you're not seeing mass solidarity with Iranians the same way you saw every leftist dope marching in a keffiyeh is because they are spending far more time than you think on TikTok, whose algorithm is managed by China. China does not benefit from regime change in Iran.

Beltway Investor (@quantvmblaze) 's Twitter Profile Photo

Tony Katz Karoline Leavitt 🇺🇸 was decisively successful in its original military objectives. Mission creep and a protracted nation-building project were failures. In tactical and kinectic battles, America remains dominant. Yet we struggle killing ideas, and those are what keep insurgencies against us alive

Peter DiCarlo (@pdicarlotrader) 's Twitter Profile Photo

Most traders see $NIO bleeding. My system sees a new bull structure forming inside a bull cycle. Monthly BX is bullish, and there’s a 5B share volume shelf around 4.50. Worst case we tag Smart Money Zone before bouncing. I still like $10+ in the next 3–6 months.

Most traders see $NIO bleeding. My system sees a new bull structure forming inside a bull cycle.

Monthly BX is bullish, and there’s a 5B share volume shelf around 4.50. 

Worst case we tag Smart Money Zone before bouncing.

I still like $10+ in the next 3–6 months.
River Page (@river_is_nice) 's Twitter Profile Photo

Powell represents an older, more sophisticated America. When expertise ruled, when obviously political persecutions would be unthinkable, when a white boy could still be named Jerome.

camilo (@ascendedyield) 's Twitter Profile Photo

India bypassing industrialisation to become the world's back office, precisely as LLMs learn to do back office work at marginal cost approaching zero, is the kind of tragic irony development economists will write about for decades.

Gertrud Yadon (@gertrud_yadon) 's Twitter Profile Photo

Holy shit JPMorgan recently bought $112 million worth of mortgage loans from $SoFi What is more impressive is that 95% of the loans were just given the highest rating

Holy shit

JPMorgan recently bought $112 million worth of mortgage loans from $SoFi

What is more impressive is that 95% of the loans were just given the highest rating
Bill Bishop (@niubi) 's Twitter Profile Photo

Now it is official that Zhang Youxia and Liu Zhenli are in trouble. This what I wrote in Tuesday's Sinocism, lots of hot takes out there today, but such a black box, seems too early to tell: "If the CMC is now reduced to two members - Chairman Xi Jinping and vice chair Zhang

Beltway Investor (@quantvmblaze) 's Twitter Profile Photo

7:15am, Union Station. Snow is picking in in DC as heavier snowbands roll in. Still entirely snow, the wind is also intensifying. #Snowstorm2026

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

China's top military generals have been nearly entirely purged: 1. CMC Vice Chairman 1: Accused of leaking nuclear secrets to US (today) 2. CMC Vice Chairman 2: Removed in Oct 2025 over corruption 3. National Minister of Defense: Removed in 2023 for corruption 4. Chief of the

China's top military generals have been nearly entirely purged:

1. CMC Vice Chairman 1: Accused of leaking nuclear secrets to US (today)

2. CMC Vice Chairman 2: Removed in Oct 2025 over corruption

3. National Minister of Defense: Removed in 2023 for corruption

4. Chief of the