ex BlackRock VP | Host of @MilkRoadMacro Podcast | General Partner - TRU Capital Fund
Joined April 2021
- Tweets 30,704
- Following 2,845
- Followers 3,810
- Likes 173,332
3,311 Photos and videos
John Gillen - WartimeEthereum.eth retweeted
Jordi Visser: AI will never work the same way for everyone.
"It will never be a button. There will never be a format way that everyone uses it. Everyone will use it differently."
"If you're not learning how to use it now, I don't know if you can catch up. I really don't."
FT @RaoulGMI @jvisserlabs @RealVision.
May 24
The economic singularity is coming and Raoul Pal is putting a date on it.
"The economic singularity - I said 2030 to 2032. I think 2030 is spot on."
"I think we'll be straight into the economic singularity where nothing makes sense anymore in terms of how the economy works."
FT @RaoulGMI @BittelJulien @RealVision.
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John Gillen - WartimeEthereum.eth retweeted
Jun 12
AI stocks. Nvidia. SpaceX IPO hype.
@HenrikZeberg says that's exactly where investors are getting distracted.
The U.S. consumer drives ~70% of the economy. Yet savings rates are near historic lows, housing is unaffordable, and more households are living paycheck to paycheck than ever.
The market sees strength. Zeberg sees a recession forming underneath.
The surface looks fine. The foundation is cracking.
FT @BitcoinJesusETH
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
01:51 – The 3 Stages Of A Market Crash
05:39 – Milk Road Is Hiring!
05:57 – Is The Consumer Already Breaking?
14:05 – Why Inflation Isn’t The Real Risk
20:43 – Can You Trust Earnings Forecasts?
24:18 – Will SpaceX & OpenAI Mark The Top?
26:31 – Sponsor: Cape
27:16 – Sponsor: Nexo
27:54 – Asia’s Warning Signal For Markets
32:01 – How To Survive Bubble Territory
36:34 – Bitcoin’s Role In The Final Melt-Up
43:39 – Sponsor: Kalshi
44:13 – Why Crypto Could Outrun AI Stocks
48:02 – Final Thoughts
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John Gillen - WartimeEthereum.eth retweeted
Would be fun indeed
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A follow you won't regret.
John same diamond hands ETH mindset like Tom Lee 💎
Many such cases
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John Gillen - WartimeEthereum.eth retweeted
BREAKING: President Trump says a deal with Iran is scheduled to be signed tomorrow, immediately reopening the Strait of Hormuz.
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John Gillen - WartimeEthereum.eth retweeted
May 12
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John Gillen - WartimeEthereum.eth retweeted
What @BitcoinJesusETH said…… and of course @jvisserlabs ethereum:native
I need you to stop scrolling and try to understand something.
@jvisserlabs hasn't been perfect on everything, but he has called markets much more accurately than most. For decades.
The whole market has been two steps behind him on AI investing since this all started.
What is Jordi buying right now?
Ethereum.
Jordi Visser is buying $ETH.
Not loudly. Not even aggressively. He's just calmly building a position while everyone else top blasts AI.
Read this over and over until you understand what's happening here.
Two of the most prominent macro analysts alive, who built their careers at Goldman and Morgan Stanley, agree on this.
Raoul said Ethereum was, "fking obvious."
You don't have to agree with them on everything. I'm not telling you what to do.
What I am saying is simply, try to understand this.
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John Gillen - WartimeEthereum.eth retweeted
Jun 12
Michael Howell: The $4T in planned IPOs from SpaceX, OpenAI, and Anthropic might actually create their own liquidity - at least temporarily.
Passive funds will be rationed on the free float, so they'll have to go bid up the broader market to rebalance.
"The paradox may be that temporarily these IPOs may create their own liquidity."
But the Fed put only holds unless inflation forces their hand.
FT @CrossBorderCap @BitcoinJesusETH.
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John Gillen - WartimeEthereum.eth retweeted
Jun 12
SpaceX is building the future.
Bitcoin is on the balance sheet.
Connect the dots.
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Many such cases
Jun 13
I enjoy following you, and I am frankly surprised that your tweets get such little engagement.
Most of your viewpoints - upon my personal research - prove to often check out
gg 🫡
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I need you to stop scrolling and try to understand something.
@jvisserlabs hasn't been perfect on everything, but he has called markets much more accurately than most. For decades.
The whole market has been two steps behind him on AI investing since this all started.
What is Jordi buying right now?
Ethereum.
Jordi Visser is buying $ETH.
Not loudly. Not even aggressively. He's just calmly building a position while everyone else top blasts AI.
Read this over and over until you understand what's happening here.
Two of the most prominent macro analysts alive, who built their careers at Goldman and Morgan Stanley, agree on this.
Raoul said Ethereum was, "fking obvious."
You don't have to agree with them on everything. I'm not telling you what to do.
What I am saying is simply, try to understand this.
Jun 13
Jordi Visser: The third wave of crypto is already being set up - and most people are dumping at exactly the wrong moment.
"The third wave of crypto, I already know what it is."
Financial guardrails (transactions, velocity of money) will be essential for billions of "token-hungry digital employees."
When the physical capex trade peaks, capital needs somewhere to go.
"If Nvidia and all of these companies stop going up, probability of crypto going up goes up much faster."
FT @RaoulGMI @jvisserlabs @RealVision.
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Felix is the most underrated memedealer on CT
In this essay, I will...
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John Gillen - WartimeEthereum.eth retweeted
Jun 12
#WorthReading coindesk.com/tech/2026/05/20… Vitalik Buterin outlines Ethereum's privacy measures. Here is what it means for the network and ETH
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Got a couple of minutes to chat with @APompliano today and asked him about the power struggle between @SpaceX Anthropic vs @OpenAI
Anthony's take?
@elonmusk wants to take down @sama, but he also wants to pump up the TAM for SpaceX.
Making an alliance with @AnthropicAI allowed him to achieve both goals at once.
Check out @milkroaddaily @MilkRoadAI to see how our team of analysts is navigating these markets in their portfolios.
The link to start a 7-day $1 trial is in the first comment below. 👇
The SpaceX IPO is rewriting what's possible for private markets, and crypto is paying close attention.
@APompliano joined our $SPCX watch party today, sharing his pov with our host @MilkRoad ↓
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Our PRO analysts called:
- Nebius
$NBIS
177%
- Micron
$MU
168%
- Hyperliquid
$HYPE
120%
You don't need thousands of dollars to look over their shoulder.
You can see every position they're holding, and the exact thinking behind each one, for $1:
milkroad.com/pro/?utm_medium…
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Friday after market close
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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John Gillen - WartimeEthereum.eth retweeted
Jun 12
Michael Howell: The $4T in planned IPOs from SpaceX, OpenAI, and Anthropic might actually create their own liquidity - at least temporarily.
Passive funds will be rationed on the free float, so they'll have to go bid up the broader market to rebalance.
"The paradox may be that temporarily these IPOs may create their own liquidity."
But the Fed put only holds unless inflation forces their hand.
FT @CrossBorderCap @BitcoinJesusETH.
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John Gillen - WartimeEthereum.eth retweeted
Jun 12
Melody Wright drove 3,000 miles across 13 states to verify housing data - and what she found alarmed her.
"The data does not match reality in any way, shape, form, or fashion."
Permits don't match what's being built. Listings don't match what's for sale.
Every trip confirms the same thing - the official numbers are wrong and nobody seems to know why.
"This is a massive macro story that also is micro in many ways."
FT @m3_melody @BitcoinJesusETH @MilkRoadMacro.
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John Gillen - WartimeEthereum.eth retweeted
This would be a great time for SpaceX to buy more Bitcoin.
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John Gillen - WartimeEthereum.eth retweeted
If you want to know what happened this week in crypto, you won’t want to miss this conversation.
Excited to be joined by @scottmelker, @BitcoinJesusETH, @hhsahay, and @_TallGuyTycoon.
1 hour!
x.com/i/spaces/1qKVmmNQooZxB
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