Paulo Santos

Every single thesis around crypto revolves around other people putting money into it so that it can trade higher. Which really is all there is, because: 1) Nearly no one actually does anything legitimate with crypto other than speculate on it. 2) To take out $1 from crypto always

Matt Hougan @Matt_Hougan

FWIW, there are $9 trillion in 401(k) assets. Currently, ~0% is invested in crypto. That will change.

Nobody wants their own grifts to end. Only someone else's.

Tesla Energy @teslaenergy

Abruptly ending the energy tax credits would threaten America’s energy independence and the reliability of our grid - we urge the senate to enact legislation with a sensible wind down of 25D and 48e. This will ensure continued speedy deployment of over 60 GW capacity per year to

The US is making it even more random for foreigners to get a visa, or to risk not being let through the border while holding a visa. This will have a further impact on inbound tourism.

Secretary Marco Rubio @SecRubio

For too long, Americans have been fined, harassed, and even charged by foreign authorities for exercising their free speech rights. Today, I am announcing a new visa restriction policy that will apply to foreign officials and persons who are complicit in censoring Americans.

It's notable that $TSLA went up on him joining Trump, and now on him leaving Trump. The market will believe a lot of the damage to sales will be recovered, but it won't (though EU drops won't be 50% for the entire year). The damage won't be fully recovered not just because the

The Spectator Index @spectatorindex

BREAKING: Elon Musk leaves Trump administration role

RT @ThinkFinance999: @kakashiii111 The logic is that they'd have higher revenues if they shipped to China. But we've known for months they…

The EUR/USD was at 1.05 or so when the tariff craziness started. Unlike US stocks, which have fully revovered, apparently it doesn't yet believe the problem is over.

People are celebrating just when the level of crazy is going to be taken up a notch. Or does everyone really expect Trump to just play along?

Hard to see why anyone not yet long $NVDA would have urgency in buying it up after this report and guidance. The report and guidance aren't bad, but they're not extraordinary either. Everyone already knew of the problems with China, consensus already reflected it. Yet, NVDA

The only thing more stupid than putting people's money into an unpredictable, euphoric transfer mechanism, is to issue liabilities in it.

The Bitcoin Historian @pete_rizzo_

HUGE BREAKING: NEW YORK CITY MAYOR SAYS HE WILL BE THE 1st CITY IN THE WORLD TO ISSUE A #BITCOIN BOND FINANCIAL INSTRUMENTS BACKED BY BTC ARE COMING. MASSIVE 🔥🔥🔥 https://t.co/rlr1ISTn34

JD should study Bitcoin and crypto in general more. Maybe then he'd understand it's not good for the US to have its population thinking the way to wealth is to send money to strangers in hopes they'll send more back, instead of engaging in productive activities, or investing in

Autism Capital 🧩 @AutismCapital

🚨NEW: JD Vance says that conservative Bitcoiners should be keeping tabs on liberal AI developers and vice versa. He wants Bitcoiners in the AI conversation. "Make sure you're keeping tabs on AI because I don't want Bitcoin to be negatively affected by what happens in AI." https://t.co/Dy5aji3LI7

$TSLA does this to avoid disclosing the interventions/FSD disengagements, so that its FSD system can't be compared to the others which disclose these events. The others also disclosed these events even as far back as 10 years ago, when they still needed safety drivers.

Roger @rdd147

🚨 $TSLA admits to California Regulators in e-mail it’s only capable of level 2 autonomy in its robo taxi rollout and will require driver assistance. “In an email to the California Public Utilities Commission on April 16, Tesla shared a notice it had sent out to employees that

And they don't have a dog in the self-driving race, either (unlike the Chinese). So they'll likely lose either to the Chinese (if no self-driving) or to self-driving itself ( $TSLA, Chinese, others). Their main hope, which is already taking shape, lies in their JVs with some

ChilyVily @RussianTrollCap

I don't see how Japanese carmakers don't get near obliterated in the coming decade. Most exposed among top to: a.Export vs domestic market b.EV demand cannibalization. Will be alpha generating shorts for a while IMO.