I’ll take the other side of crypto VC doomers. - Sentiment in the gutter will keep valuations reasonable - Bear market is washing out tourist founders & mercenary capital, leaving behind stronger signal - AI accelerating GTM - Wallet installed bases at ATHs - New distribution being build via tradfi & mega cap tech As a consequences, I believe many category defining crypto companies will be funded over the next 24 months

.@BernieSanders , it is a time to celebrate. @elonmusk has created enormous value for society by building @SpaceX, driving down the cost of rocket launches and creating a global satellite communication network that has brought high speed, low-cost internet and communication access to hundreds of millions and eventually billions of people along with critical advantages for our military and our nation’s defense. SpaceX and its technologies will cause an acceleration in the growth of wages and wealth creation globally, including in some of the poorest communities in the U.S. and around the world. Access to low-cost, high speed communications everywhere will allow children around the world to be educated, families to build businesses, and life-saving medical knowledge and care to be available everywhere. SpaceX will materially bring down the cost of compute, advancing AI and humanity. Meanwhile, 4,000 SpaceX employees yesterday became millionaires, including hourly wage employees who you claim you are trying to help. The Elon Musks of the world drive growth, global GDP, and provide access to goods and services at lower cost that would otherwise not exist. Elon’s nominal trillionaire status is due to his ownership of SpaceX, Tesla, Neuralink, the Boring Company and his other initiatives that have brought new technologies that improve our everyday lives. Elon is not sitting on a trillion dollar pile of cash, jewelry and gold. He is using his controlling stakes in his companies to advance mankind. Elon’s companies don’t pay dividends. They reinvest all of their capital to accelerate innovation and value creation. Elon is working 24/7 for all of us. He deserves respect and appreciation, not smears. Bernie, your socialism would never allow a SpaceX to be built. Socialism has only proven to impoverish mankind and lead to death and destruction. We need to create the conditions for more SpaceXs to be built, not attack the great entrepreneurs who are helping to advance our country.

The world spent roughly $1.5 trillion to launch all the non SpaceX satellites. @elon did it for $50b. So if the world truly believes that poverty can be eradicated for $1t, they should switch entirely to SpaceX for launches, save $1t and spend it on eradicating poverty. It’s that easy.

listen up, we have to vote for the man with the nazi tattoo so he can stop the man landing rockets and curing the blind from making any more money, otherwise we’ll get fascism you see how stupid you sound, yes?

I’m older now. I’ve seen a lot. I’ve seen many lives evolve & change over long periods of time. People with varying degrees of circumstance, character, work ethic, determination, privilege, and luck It’s very clear to me: The American dream is alive and well, if you *want* it

bro immigrated from Mexico and took a $28/hr contract welding job in 2015. didn't even know what SpaceX was. they gave him $10,000 in stock and let him buy more through payroll deductions. that stake is now worth $880,000. and he's one of 4,400 employees who became millionaires on Friday. welders. technicians. cafeteria staff.

Pretty crazy that Elon is only worth $1 Trillion Thats like 200 miles of California high speed rail

At this point pols are just saying groups of words to activate NPCs in their base Tell me precisely what she means here… actually nothing. Just get the people going

Morpho raised more than the entire FDV of Kamino. The market is heavily (and incorrectly) discounting solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

More evidence against the AI fat finger thesis: tokens are only being allocated to power users

Lol

Token price per token per unit of intelligence has fallen ~90% per year since 2023 Yet X is suddenly focused on an OpenAI / Anthropic price war *today*…. This begs the question - why are you hearing about this *now* ? Could be that Fortune 500s just accidentally handed Anthropic the best H1 in the history of capitalism via fat finger token spend (highly unlikely) It’s far more likely that OpenAI & Anthropic are trying to weaken the other’s competitive positioning ahead of critical IPOs, and/or weaken Nvidia etc pricing power with critical negotiations ahead of them. Wrt the latter, this is especially important post-IPO, where the entire data center supply chain knows the frontier labs are flush with cash.

If you were wondering what the "pause" was all about, Ben Thompson @stratechery has an interesting theory: "Late last week the Anthropic Institute released a new safety report warning about the danger of recursive self-improvement... I don’t think the timing is a coincidence. This is a company and leadership that has been honing safety-and-scaremongering-as-marketing-tactic ever since Amodei led the charge to close source OpenAI models because GPT-2 was too dangerous; it’s always fun to see the evolution of tactics, capabilities, and goals, and in this case publishing a widely-discussed report the week before you cite it to silently degrade your offering for potential competitors is impressive."

Tomorrow you'll be able to buy, sell, long, or short the biggest IPO of all time directly on @solana across multiple tokenized equities issuers and perps venues. My guess is we are heading into the biggest onchain capital markets event of all time. You can find every verified variant and venue for SpaceX on @tokens starting tomorrow AM. Bookmark the link below.

.@RockawayX venture team is hiring. A few tips to prospective candidates: 1. I need to learn something from you. Investing is about generating *alpha* and the Rockaway team is full of smart and capable people. Why should we let you in the door? You're additive to that team. We learn from you. Said another way, parroting recent crypto narratives is insufficient. 2. You need to demonstrate a history of risk taking. If you're in college or younger, this is extraordinarily important to your future as an investor. You took finance & investment classes, cool. Professional investors know better than anyone: having actual dollars on the line changes everything & education is irrelevant. I need to see that you love the game enough to mark-to-market. You'd be surprised how many people go through this life *never* having their views tested by some objective system like financial markets. Sports count. 3. Be active on X. This will not only help you from a branding perspective, you'll learn at a faster clip than probably any other activity outside of real money portfolio management. Having zero followers is very easily overcome. Just start saying interesting things and sharing differentiated analyses.

I too remember the great AI Winter of February 2026

"we hence see growing signs of a bifurcation in frontier vs 'everyday' AI usage" Guys, we've been model routing to reduce costs since GPT-4... GPT-5 is was an improved model router. Your Google search routes based on complexity. Claude answers may use frontiers but suggested follow up questions are a mini-model... This has always been the standard.

$5M cap hit. Next stop $10M 🫡

The improvement to Fable 5 from Opus 4.8 feels bigger than to GPT-4 from 3.5 and o1 from 4

RFP for @Solana projects: Brainrot Pitches Create a 30 second captive video explaining what your product does to someone (me) who has brainrot Target audience: Investors, users, potential integrators