Commitment fulfilled ✅ 1000 $RIVN shares bought.

$RIVN calls bought ✅ and shares pending

It’s so over. $NBIS $RIVN $COIN $HIMS $CRSR But in all seriousness: Have the humility to understand you cannot predict short term price movements or the foresight to know political or market dynamics that might affect your stocks. Translation: don’t fucking panic

These prices now have me approaching a “what should I buy?” mindset. Another hefty loss so far today. CPI rose 3.7% YoY vs the expected 3.6% driven primarily by gas and energy prices. Almost everything has been hit hard. My particular interests to add either in shares or calls would be in: $RIVN ($12 or thereabouts range) $NBIS (low 180s for calls) $RKLB (<$60) $CMC (<$60) Anyone else eyeing something?

Getting wrecked out here today. Core positions down: $NBIS $RIVN What to do? … Nothing. Discipline in your conviction coupled with letting time pass with no action will compound returns. Reacting now means you’re reacting to emotions by Mr. Market, who is very bipolar

Some state you don't need domain knowledge in the field you're investing, but my reading in this Druckenmiller interview is that you in fact do. You yourself may not need to have it, because that expertise can come from trusted team members rather than personal mastery alone. Druckenmiller is asked: "Do you have to be an expert ...someone who understands the whole pipeline...to get that right?" But he rejects personal expertise as mandatory: "Thank God the answer is an emphatic no." Instead he stresses reliance on others: "But I've got to have is an expert at Duquesne who is and trust his judgment." He is not going in blind -- he has a profound understanding of the company either through his own research or his team. For us without a dedicated team, this simply means we must seek out the experts in the field and study their works and hypotheses and always know before investing big, that there may be an angle we are missing, simply because we are not native to this domain. But by combining the experts specialized view with our perspectives and thoughts, we may form a complete investment picture. Happy Sunday everyone😎

$COIN Fantastic interview as always by The Decoder host @reckless with his guest @eastdakota Another affirmation by reputable CEO of what I've been saying: agents and micro transactions will capture the digital economy specifically through enabling technologies like x402. In his words: "We're working with companies like Coinbase and Stripe in order to say how do we make sure that we can allow people who are creating content to say that in exchange for that thousands and thousands and thousands of times more traffic that's going to come to you... you're not going to maybe get kind of the advertising revenue that comes from it, but maybe you can get a fraction of a penny every time somebody actually accesses that information." Multiple thousands of times more traffic, primarily by agents, who are funded by either end-users or customers to access the creators content. Further, Matthew also argues that by shifting to a payment-for-access model, the internet can transition from an attention economy built on rage-baiting to a value-based system where content creators are directly compensated for contributing new, true knowledge that fills the "holes in the cheese" of AI models He even adds how his own local newspaper company is set to now earn more money off AI licensing deals this year instead of digital advertising, specifically because local media is more valuable today rather than volume and scale because the local company has access to the niche data others don't.

$NBIS was mid-pack (I counted #13 on the chart) on the ClusterMAX chart for time until a loaded model answers “I’m ready.” Lambda was first at about 36 seconds. Inferize, which Nebius just acquired into Token Factory, is built for that same kind of wait of reducing the cold start, the gap between GPUs being assigned and the model taking a request, so spare GPUs do not sit idle A complementary acquisition -- now we need to see how much it cost them.

Short interest for $CRSR decreased from 22% to now 18%. An orderly retreat by Wall Street as funds re assess Corsairs path to sustained profitability to be more likely

>crypto bear market no longer weighing down $COIN although tight coupling still exists, good. >x402 transaction volume since earnings grew 61% month over month (MoM) to 30.4M while USD traded doubled from 635K to $1.3M This is good, but FAR too early for it to be meaningful in any way. The caveat is the agentic volume needs to 10x from here via x402 for a natural network effect to start forming and snowballing. This means marketing, education, conferences and niche customer segment focus to provide to the developers and ordinary users the value of agentic transactions (in other words less jokes and more education like your “what can agents buy?” article @coinbase !) Finally, the nuance in why the transaction volume is so low is because agents are trading in cents for per use access. For example, a researcher could enable the agent to crawl the web for high quality paywalled material and pay one time for each of them. The real volume picks up when a large enterprise launches an external facing product that runs through x402