Web1 was about company-first strategies. Web2 about user-centric decision making. Web3 is a ecosystem-first mindset. gm Web3 🫡

SpaceX p/e looking real good rn

If The Big Short was made in 2026

photo of Paul Tudor Jones i took last night

me trying to fight off all Fable 5 guardrails

same…

THE JACK SCHWAGER INTERVIEW. AUTHOR OF THE MARKET WIZARDS SERIES. TOMORROW LIVE ON STREAM. 5PM EST

I blame @notthreadguy for this

very few understand that Jensen holds less aura on this pic than Faker

Here's the work in progress Eli Lilly thesis: * However well you think reta & the glp's are gonna sell, it will sell more - this cash windfall buys all future growth * CEO says ~25% of revenue will always go back to R&D, soon they'll flip the budget of NIH. LLY will be a nation state actor in medicine financing * Lillypod is bringing 9,000 petaFLOPs online, Lilly will have the most compute in pharma (more than any of the other ai pharma upstarts) * drugs can be patented in a way software cannot, AI entrenches not erodes their moat * Lilly has the most efficient pipeline for drug approval, this will matter a lot in a world where you think AI accelerates discovery * If AI bubble pops, Lilly is a beneficiary of cheap compute from overbuilt capacity. all revenue not tied to AI at all (read: isolated from concentration risk) * Lilly is curing 2 major causes of death: obesity & heart problems. People will live longer. Older people buy exponentially more drugs. Asymmetric long term growth not priced in * ATH breakout, chart looks great (parabolic asf though)

>Promote WLD position you claim to be super bullish on multiple times with targets significantly higher than current price >Exit WLD position shortly after ???

🚨 ARTHUR HAYES UNDER FIRE AFTER ZACHXBT QUESTIONS RECENT TOKEN EXITS On-chain sleuth ZachXBT publicly accused Arthur Hayes of repeatedly posting bullish targets on tokens before quickly exiting his positions. He questioned how much “exit liquidity” may have been provided by his followers who bought into the narrative on WLD, NEAR, HYPE, and ZEC.

Ct was scared about quantum for btc, they forgot claude came for their privacy darling first.

Ten months ago I started streaming again and launched Counterparty with my cofounder @macdegods. We had a clear vision and goal: everyone in the world is a trader, they are significantly underserved via content, entertainment finance is the next megatrend and we are going to be the biggest in the world. Since then we’ve evolved from a niche crypto stream, interviewing three crypto traders a day, to the one stop shop for everything happening across all markets - geopolitics, ai, stocks and the rest. The team has grown from me and Malcolm in my bedroom to a full cast of killers. Our community, live viewership and talent in the pit (iykyk) only grows up and to the right. And we are partnered with two of the most dominant companies in all of finance (Phantom and Polymarket) It’s impossible to articulate how much has happened this last year to someone that didn’t live it. Everything about markets is always changing except for our thesis: everyone will trade. It’s simple; the world that traditional financial media was created in no longer exists. The currency is being hyper-inflated, wealth inequality is expanding and the job market is being flipped on its head with ai. What worked for our parents will not work for us. But the game always persists. The new game is 24/7. Hyper online. Narratives, memetics and attention are just as important as traditional fundamentals. Counterparty is the first financial media company native to this world. Always on and dedicated towards platforming risk taking and figuring out how to climb the ladder. The game isn’t just about trading but rather an aspirational goal of how to make money, grow skills and win. That’s what it will always be about. I do this everyday because I love it. I love to trade. I love to stream. I love to talk to people smarter and more successful than I am. Ultimately my only win condition is to get as close to the source as possible. I want to be part of whatever is fueling the lifeblood of the future. Welcome to the new Counterparty

can we make this official ?? @FIFAWorldCup

tell me you bought the SOL pico top without telling me

my biggest fear isn’t losing money it’s ending up like kyle samani after getting rich

End AI is just one big ass hive mind

crypto is in this awesome place where there’s zero bloat all the scam coins are worthless the scammers have no motion the good coins are getting CANDLED and the only traders left are genuinely nice we are entering an incredible era