The only people that don’t like talking about $ money are people that don’t have it. I said what I said. The second you start talking about income, investing, cash flow, net worth, taxes, ownership, or building wealth, some people instantly call it bragging. But those same people will spend hours talking about sports, celebrities, gossip, clothes, cars, and everything else that does absolutely nothing for their financial future. That never made sense to me… Money is one of the most important tools in life. It buys back your time. It gives your family options. It lets you walk away from bad situations. It lets you take risks. It gives you the freedom to stop living paycheck to paycheck. It’s the lubricant of life. So why would I be embarrassed to talk about it? Since a very young age, I always wanted to know how successful people make money. How they invest it. How they protect it. How they turn $1 into $10. What mistakes they made. What they would do differently. That’s how you learn… A lot of people stay broke bc they would rather judge someone talking about money than sit there, listen, and learn something from them. Being uncomfortable talking about money doesn’t make you humble. Sometimes it just keeps you ignorant about money. And ignorance is expensive. And my kids will never grow up poor. In my house, we talk about money all the time. Before school. After school. At dinner. Their favorite show is literally Shark Tank. They have a goal to be on it one day. We talk about businesses, investing, ownership, profit, risk, why some companies win, why others fail, and how money actually works. I want them growing up asking: Who owns this? How does this business make money? What does it cost to run? What’s the profit? Is this a good investment? How can I build something of my own? I don’t want money to be some mysterious thing they finally start learning about when they’re 25, already in debt, and trying to figure life out. Like a majority of people… I want them understanding it before they’re even old enough to make it. Bc you can leave your kids money and they can lose it. Or you can teach them how money works and give them the ability to create it for the rest of their lives. That’s real generational wealth. My kids will not inherit what I built, but they will inherit the knowledge to build it again from zero. If you don’t change your mindset and/or understand this, you will stay poor for the rest of your life.

The oil companies reported this morning, and I have never felt more validated. You may remember I went spiritually long on the war. I do not own any oil, but I believed in it, and belief is a position. Oil hit $100 a barrel this year, the first time since 2022, which proved I was right. Then Exxon reported a profit of $7.1 billion, down from $7.5 billion the quarter before, which also proved I was right, because losing $400 million while the whole world buys your product is what conviction looks like at scale. They still handed shareholders $37 billion this year, in buybacks and dividends, while the profit fell. I am not a shareholder. But I have pictured the cap table so many times that I consider myself seated at it. Some people saw the war push a barrel to $100 and the profit go nowhere and called it a paradox. I called it a buying opportunity. If a company can raise the price of everything and still make less money, imagine what it does once it learns to make more. I am early. I am always early. I filled my tank on the way to my second job. $4.12 a gallon, $5 and change out west. It cost the most it has all year. I did not flinch. Every dollar I overpay at the pump is a dollar I am spiritually invested in the sector, and my portfolio has never been more diversified, because now I am long oil the way I am long the coins that only go down and the AI companies that have never made a profit. I hold everything that is going up by going down. My mother asked why gas costs more if the oil companies are making less. I told her she does not understand the risk premium. She asked what I get out of the risk. I told her exposure. She asked exposure to what. I said the future. We drained the emergency oil to fight the war. The Strategic Petroleum Reserve is now at its lowest level since 1983, and about a quarter of what is left cannot be pumped out, because the equipment is too old. People call that a national vulnerability. I call it liquidity. You cannot have a real emergency until you have used up the thing you were keeping for emergencies, and then you are finally free. The Pentagon failed its audit again this year, the 8th time in a row. It cannot fully account for about $4 trillion in assets. People call that missing money. I call it upside, because you cannot lose track of $4 trillion without there being $4 trillion, and money nobody can find is money nobody can sell out from under you. I am long the assets they cannot locate. We spend about $1 trillion a year on defense now, more than the next 9 countries put together. I do not own the defense stocks. I am spiritually enlisted. You do not outspend the entire planet by accident. We call that market leadership. We are building a fighter jet that will cost $2 trillion over its life, the most expensive machine ever made, and the plan is to fly it less and less because it keeps breaking. I do not own the jet. I am spiritually in the cockpit. A $2 trillion jet that mostly sits in the hangar is not a waste. It is a store of value, appreciating quietly, on the ground. The war costs $1 billion a day. I do not pay that directly. I pay it at the pump, and at the register, and in the quiet way everything just costs more now, and I have decided to read all of it as a signal. I have stopped calling myself an investor. An investor picks things. I hold everything. The oil that costs more, the reserve that is empty, the jet that will not fly, the coins that only fall, the balance on my card that I carry like a conviction, the war that bills me every morning before coffee. Americans owe $1.25 trillion on their credit cards and 1 in 8 are behind, and I am proud to be doing my part. Exposure is for beginners. I am collateral now, and when it goes, I go, which is the most important I have ever been. Oil is at $100. The reserve is at 1983. The jet is in the hangar. The card is maxed. I am fully deployed. I'm not behind. I'm early.

Got the 3rd in thr @zinc_cash Stockpile, share 10% of the total price and share with my groupmate. The 11 people in our group joined one account, which increased our chances of winning. @0xbai @0xtonixie Overall, it was not bad. Although it did not meet expectations, it did not result in a loss either, and the profit was about 30-40%.（Cost about 12k usdc） 还行吧，周奖一起拿到了第三，虽然运气不太好，但还是小赚一些，希望后面能起飞。

Interesting call on the Google - $RDDT partnership with a former lead at Google, as well as why AI talent is leaving $GOOGL The read is that Reddit's negotiating position has deteriorated materially His framing is that the original agreement was a function of where large language models sat at that specific moment. Bard was becoming Gemini, hallucination rates were high, and the model had no grounding in current events. Training produces a model that is effectively six months stale by the time it ships. Reddit solved a narrow, acute problem: real-time human commentary at breadth and depth. The competitive set for that data was thin. X, Meta's properties and Threads are walled gardens aligned with rival frontier labs and were never gettable. Reddit was the one large corpus of unfiltered human language actually available for purchase, which is why both Google and OpenAI ended up there. The price reflects how little this mattered to Google's P&L. Roughly $60m: "For Google, $60 million to buy specific data is not a lot of money." His view is that the cash was the least interesting component. The valuable consideration was prompt data flowing back—what the user asked, and what they asked that led to a click through to Reddit. Both sides of the intent coin. He connects this to the trajectory of Reddit's advertising business, which has scaled well beyond what a new sales team and new infrastructure alone would explain. On the widely discussed point that AI Overviews traffic converts poorly, he broadly accepts it but argues the second-order effect dominates. Reddit held primacy in the citation slot, so volume was high even if quality was low, and the learning from that volume compounded. Google has since connected its search index and corpora more directly to the model layer, so the original grounding gap has largely closed. YouTube citation share has overtaken Reddit. Google News, Merchant Center and Places cover most of what Reddit was a shortcut to. His read on Reddit publicly signaling it might walk is that this is negotiation conducted through the press, and that it implies Google came back with worse terms—likely stripping preferences and the prompt data return rather than simply cutting the number. Google's standard posture on data rights is full and unrestricted use, and carve-outs on usage are not how Google contracts. "They probably don't need it. They probably want it." He expects a deal—the relationship is warm and mutually beneficial—but on terms that reset Reddit's expectations. Money is the secondary variable. The variable that matters to $RDDT holders is whether prompt-level signal keeps flowing. Asked whether Google would simply take the data if talks collapse, he says no on cultural grounds, that it is not in the corporate DNA to do that after the fact. More interesting is his description of how frontier labs behave when sued over training data: they do not settle, because a settlement establishes a price and invites every other rights holder. They litigate, spend, and drag it to a quiet resolution specifically to avoid setting precedent. Independent of the Google relationship, he identifies the harder issue: Reddit sits in the middle of a considered purchase journey with nothing to sell at the end of it. A user researches a bike on Reddit and buys it somewhere else. Two steps, and the second one is where the margin lives. The old funnel involved ten websites and fifty data points before purchase. That discovery phase is now collapsing into the chat interface, and the losers are the intermediaries that monetized the journey rather than the transaction. This is a Gemini problem, a Claude problem and an OpenAI problem simultaneously, not a Google-specific one. Search advertising worked because the system was deterministic—a tree you navigate from trunk to branch to leaf, ending in a transaction. Token predictors give wildly different answers to marginally different prompts, and the labs do not fully understand their own models' behavior post-training. Tuning that for advertiser ROAS is closer to dark arts than to keyword auction mechanics. The deeper constraint is grounding. Merchant Center is the largest product data repository in the world, Places the largest inventory of shops and locations, and every flight and hotel has been tuned within an inch of its life because advertisers were trained over two decades to feed that system. OpenAI has none of it. He is measured on the disruption question rather than dismissive. He cites Walmart attributing roughly 20% of traffic to OpenAI as evidence the relay is real, and he sees a credible alternative path: merchants exposing their own data through open interfaces that models come and fetch, rather than piping it into Merchant Center. That inverts the current architecture, but it needs an ROI case to bootstrap and there is a chicken-and-egg problem. His conclusion is share erosion and ad revenue siphoning, not collapse. On the suggestion that OpenAI should just acquire an ad tech engine, he is dismissive for the right reason: buying keyword-era infrastructure is buying an internal combustion engine in an electric vehicle world. A paragraph-long voice prompt carries vastly more intent than a three-word query, and the extraction method has to be built for that, not retrofitted. "Google has innovator's dilemma on steroids." A USD 250bn high-margin advertising business, powered by data that advertisers were trained to supply, cannot be hard-switched to Gemini. The chosen path is to infiltrate Search with AI and tolerate a messy middle until ROAS re-stabilizes on the new medium. He is candid that the current state is worse than Search at its peak, and he references the reported history of deliberately degrading search ad quality to increase monetization as evidence that the profit motive is explicit. On Google execution speed - Every objective must ladder from the most junior contributor up through director and VP. Search sits at the top of the tree, Android just behind, peripheral products have no influence. Strategy gets negotiated between silos, which is slow. "innovation is by definition outside of that data structure." Work outside the ladder is unsanctioned, and unsanctioned work costs you promotions and raises. He extends this to DeepMind, which he believes is now materially less isolated than it was and is being pulled into commercial delivery, and offers that as the explanation for researcher attrition to Anthropic and OpenAI. Not compensation—loss of research autonomy.

I head the Market Access department at Truth Social, even though that is just another way of saying that I'm selling the head start. I provide the President with free access to 340 million Americans. I sell the ten seconds before the post to ten companies at a rate of $100,000 a month each, and the only thing I have ever needed to sell is the gap between those two figures. For most of the thirty years before I came to be here, I sold this service on Wall Street under forty different names. The name that I now use is the Truth API, and it is the most honest title that the business has ever had, and I'll explain why in a moment. People are always referring to this as corruption. I'm going to show you, step by step, why it isn't, since I happen to enjoy doing so and because my lawyers required me to memorise the terminology. Begin with the part that is solid. The President is not engaging in any form of sale. He publishes free of charge, for all people, at every hour, out of a love that I can only describe in those terms. The man cannot stop telling you precisely what he is about to do to the world. I do not sell his words; his words are free. I sell the gap between his words and your eyes, and that gap has never been free in this country, not a single time, not for anything deserving of being crossed. However, it is a mistake to think that this started with him; someone has always been the one to sell the head start. Thirty years ago I disposed of a server. Not the server itself, but the position: my client's order reached the matching engine a few millionths of a second before the rest of the market became aware that an order was in existence because the cage was 40 feet closer to the exchange's matching engine than yours. The exchange paid me for the distance. I charged a premium for it. No one regarded that as corruption. They called it colocation and included it in a brochure. Twenty years ago I sold two seconds; a research organisation gave the nation's consumer-confidence figure to its paying elite two seconds before giving it to the general public, and in that two seconds a quick desk could turn a coin toss into a definite decision. I also sold those two seconds. I have sold the lockup room, in which reporters hold the job report behind glass until the clock hits and a pipe that works quickly turns the embargo into a starting gun. I have sold the analyst's note before it appeared in print. I have sold my proximity to those who draw up the laws and then buy the companies which are the subject of those laws, and when they were caught they passed a law bearing their own name on it and continued to trade, and I kept on selling. People always manage to secure the head start. I am the most skilled at doing so that has ever existed, and the Truth API is my finest achievement since, for the first time, the source is no longer leaking, whispering, or arriving two seconds early; he is now shouting for free to everybody, and yet I am still able to charge one hundred thousand dollars a month for the ten seconds that come before the shout. If you want to call it a loophole, then call it one; I refer to it as artistry and I have the profit margins to win the argument. The point on which the critics are wrong is also the one for which I am most proud. They believe that a head start requires a crime, whereas it in fact requires the opposite. I have no use for a liar since he is unpredictable and I don't sell surprises. All I sell is certainty accompanied by a timestamp. His conviction constitutes my inventory. All I need to do is stand next to the loudest man living at the moment he exhales, and by so doing I have made the square foot next to him the most expensive in the world. See how much the exhalation is worth. He announces that Iran has agreed to delay. The price of oil falls by $4 a barrel before the wire desk has finished phoning the Pentagon. My subscribers are already in long positions. You pick this up from a push notification. They found out from the lungs. He announces that the tariffs are on hold. The market increases by nearly $1 trillion within the course of an afternoon. Now he has the role of the weather, so I sell the one umbrella that opens before the rain falls. Corruption is a favour carried out in the dark. I carry out my favours through a subscription portal, using a dashboard, a rate card, and a customer-success manager called Brandon who sends you a fruit basket as soon as your funds clear the first $1 billion from the feed. They took legal action against me, of course. A press foundation and a magazine, being very serious about it, described the situation as corrupt and unconstitutional in the headline. That headline resulted in the best sales week of my career. Nothing sells a table like a velvet rope and a judge standing beside it. This is exactly the point that I have been working towards in my entire speech, so I want you to imagine yourself in it. A head start is of no use if nobody is staying put. You can't have a fast side without a slow side to compare with. And you have already decided, in a comfortable manner, that the slow side is a pension fund in a state you have never been to. It is you. Throughout your life you've always been the slower part in a fast-paced trade. The layoff—that your vice president became aware of in March and you found out about in June. The increase in rent that took place the month the building changed hands, even though no one had informed the tenants weeks earlier. The plant closing the week after the executives had quietly sold it. The diagnosis code that your insurance company had already priced before your doctor had said the word out loud. You regarded all of this as bad luck. It was a product and it had a department; I manage that department. A shop teacher who has now retired, aged 71, has one entry on page 30 of the pension fund and each Sunday morning checks his balance while having a cup of coffee, since on that day the market does not move and he is able to look at it without feeling any anxiety. In the best month of my career, the month when oil prices reached $90 as a result of the blockade, he awoke on a Sunday poorer than he had been on Saturday by an amount greater than the sum he had earned in his final full year as a teacher, and he never managed to work out which sentence had caused it. He did not receive an alert because alerts are a paid feature; he obtained the figure in the same way that the slower side always does, in a complete and finished form and far too late to be anything but a matter of arithmetic, at the speed of a citizen, that is to say, the speed of last. Once a child who was sitting on my desk asked me whether it kept me awake. I explained to him that everybody receives the same messages. He replied to his screen without looking up, "They receive them only after it's all over; the delay is the result. You just don't include it on the invoice." After that he entered his figure for the quarter and stopped asking, just as all the others do, just as I stopped asking, just as you will stop reading this in a minute and go to check your own balance. My own money is in a blind trust. I never trade on any of it, and here is the beautiful part: I do not have to. I sell shovels to a gold rush, and the shovel never has to find a single flake of gold. It only has to reach the dirt first. I have gotten quietly, enormously rich standing perfectly still, in daylight, with my name on the door. All Americans have the freedom to hear the President's words, and the ten seconds prior to them cost $100,000 a month and are increasing, since there is no upper limit to the amount a person will pay in order to cease being a citizen. All people pick up the news, with someone always being the first to do so; someone is always the one to capitalise on that early advantage, and the only difference in thirty years is that at last I've discovered a source loud enough to be able to sell the silence that comes before him and charge for it as a subscription. There is a level higher than the one that I deal in. Although I have not been authorized to find out how much it costs, I know that it exists, that someone whom you'll never meet is already paying that price, and that on the day it becomes publicly known you'll see about it right here for free, many months after it has stopped being relevant. At the speed of the previous one.

I am the Director of Recall Timing at Taylor Farms. Whether we recall the lettuce was decided years ago, upstairs, in a binder nobody reads. That word was never mine. I own the other one. When. By the time you read the word "recall," 1,947 people were already sick, 98 were in a hospital, and the outbreak had reached 9 states. Every one of those numbers existed before the announcement did. The recall does not create the timeline. It tells you where on the timeline you have been standing. Here is the asset I manage, the only one on my floor that never rides a truck. There is a gap between the moment we know and the moment you know. I live in that gap. I furnish it. I decide the hour you learn that the thing in your refrigerator is the thing on the news. We do not recall lettuce. We voluntarily remove it, out of an abundance of caution. Three words I chose, and the three most expensive I own. "Voluntary" is what you call a thing right before the government makes you do it. "Abundance of caution" is what you call the caution you did not have. The government's own name for this is a Class I recall, and the government's own definition of Class I includes the word death. So I set the word "voluntary" in front of it, because I have learned that you read the first word and skip the class. Watch the border I drew. The lettuce is recalled by a company called Taylor Farms de Mexico. The profit is booked by a company in California. Same logo, same family, two countries, and I decide which one owns the outbreak. It is always the one farther from you. Now the part I am proudest of. A lab sample tested positive for the parasite. About a day later, it was reclassified a false positive. I have never loved two words more. I took them and set them in the first line of everything we sent. Every word in our statement is true. I only chose which word you would keep. The rest of that sentence belongs to the FDA, on the record, and it reads: the false positive does not change the basis for the investigation, or, in their words, "the overwhelming epidemiological data supporting the current voluntary recall." I set my two words in bold and left the rest of the FDA's sentence in the part nobody quotes. A false positive is the only clean thing to come out of this outbreak, and I am going to frame it. We also said the lettuce traced to a single independent farm, less than 1% of the U.S. iceberg supply. I love a small number standing next to a large harm. "Less than 1 percent" is the sentence that turns 1,947 people into a rounding error, and rounding is the other half of my job. Here is a date. July 16. Here is another. July 17. On the first, some of our people were in meetings with officials at the White House and the FDA. On the second, the recall went out. I am not going to tell you what was said in that first meeting. I do not have to. I keep the two dates one apart and let you do the arithmetic, and arithmetic is not a courtroom. Two more dated facts, and I will set them down gently, side by side, the way I set everything down. In the fourth quarter of 2024, the company hired a lobbyist for the first time in its history, $380,000 to a firm in Washington. In March of 2025, the company gave $1 million to a super PAC. I am not telling you those facts bought anything. I am the Director of Timing. My whole profession is noticing when a company buys its first umbrella. Now the part nobody upstairs likes me to say out loud, which is that I have done this before. In 2024, the slivered onions we sent to McDonald's were linked by the CDC to an E. coli outbreak. 104 people got sick. 34 went to the hospital. 4 suffered kidney failure. 1 person died. 14 states. I timed that one too. 1 person died. On my scoreboard, that was the year I missed by one. In 2013, a bagged salad from the same Mexican subsidiary, the exact entity recalling your lettuce this week, was traced to the same parasite now sitting in your Taco Bell. 13 years. Same country, same company, same bug. A first offense is a scandal. A pattern is a business model. I was hired to run the second one. I have timed a parasite before. I have timed a death before. The lettuce is new. The desk is not. In 2024 it was onions, in 2026 it was iceberg, and my title never moved, because my title was never about the vegetable. A health official told a reporter the back-and-forth kept the public in the dark an extra 60 hours. I would never stand behind a number I could not defend, so I am glad to stand behind theirs. 60 hours. Two and a half days of shipping. Count the meals that fit inside 60 hours and you will understand the unit my job is measured in. You have done a smaller version of this. You have known something was wrong and chosen the hour to say it. You sent the bad email at 5:01 on a Friday. You told them after the check cleared. You waited for a kinder moment to hand someone an unkinder fact. A recall is that instinct, scaled, with a loading dock, a subsidiary, and a legal department. The only difference between your delay and mine is that mine has a case count, a hospital count, and, in a good year, a death count of zero. I do not eat the iceberg. I know the timeline, and I stand at the front of it. By the time the word reaches you, I have already had lunch, and it was something else. $7 billion a year. 25,000 people. 30 plants. And one desk whose entire product is the distance between a test result and a headline. Nobody died this time. That is the number I am measured on, and I hit it. I framed the false positive. I drew the border to Mexico. I kept the two dates one apart. The recall was always coming. Whether was never the question. When was my whole job, and I am very good at when. I chose the hour. The lettuce shipped until I did. And when the next sample tests positive, because in this business something always tests positive, I will already be in the room, deciding what day would be best for you to find out.

Bitcoin futures might be the smartest play in the market right now - if you use them correctly. Take this example: • Buy 1 BTC futures at $62k • When Bitcoin hits $120k → you walk with $58k profit You can do this with as little as $1k in collateral. Works with BTC or USDT. Leverage doesn’t change the profit. The math stays the same. Most traders obsess over leverage. The smart ones obsess over liquidation price. And only the sharpest realize this: If your collateral is in BTC, your liquidation price actually moves higher as Bitcoin drops (and vice versa). What leverage do you think is safe? Drop your number below 👇

unrealized fomo pnl of $GP none of the profit matters yet but you could see a moment in this video where i sold some coins, and could have easily been fully shaken out... but the thesis grew on me and here we are, balls deep and one of my top 3 coins, ready to see GP rise even further moral of the story: double down and HODL the actual gems

One more interesting point: Samsung said the profit it earned in 2026 alone is 1.x times the total profit it generated over the previous 20 years. They also expect this quarter’s profit to beat NVIDIA’s 👍