Raw signal, scraped and timestamped.

Is it too late?

How does one get in at this point? I've been heavy in cash for decades. I'll be pretty much poor when I'm forced out of the work force in a few years. I'm looking to go all in to semis …

YOLO $APPS

This tech giant is making $2 billion a month, but it might be a trap

The biggest AI company in the world is growing at a crazy speed. It is making money four times faster than early Google or Meta. But behind the huge numbers, there is a massive problem. The cost to run this …

More $META YOLO

Reiterating that META is oversold.

$NOK

Nokia about to blast off

SPCE Down Big So Added On a Ton of Calls

“When you’re down big yolo a ton of calls, that shits going to the moon” \-Warren Buffet

Are We Watching the Biggest IPO Bubble Since the Dot-Com Era?

When private companies are discussing valuations measured in hundreds of billions or even trillions of dollars before going public, it becomes difficult not to ask whether markets are entering a new speculative phase. SpaceX, OpenAI, Anthropic, Databricks, Stripe, and several …

The Next Big Investment Opportunity

Today’s Letter is brought to you by Arch Public!Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the past three years.The entries, and exits speak for themselves; …

Are We Watching the Early Stages of a Massive RWA Expansion?

Over the past few months, it feels like the RWA sector has quietly gone from a niche narrative to one of the most actively discussed areas in crypto. While AI, memecoins, and DeFi continue to grab headlines, projects focused on …

Tokenized metals as a hedge: useful, or worse than ETFs?

Curious how traders think about tokenized metals. The pitch is 24/7 access, fractional sizing, and easier movement between crypto collateral and real-world exposure. But ETFs already exist.