The votes are in. The tape is reacting. @AviFelman & @jvb_xyz on what the midterms actually change for markets — and what they don't. 🔴 LIVE @ 1pm ET on 𝕏 + @YouTube 👇 LINK:

MARKET UPDATE — LIVE @ 1pm ET, one hour before the Fed. The Anthropic S-1. Market bottoms. What's next?! @AviFelman + @jvb_xyz on 𝕏 + @YouTube 👇 🔴 LINK:

In this new episode, @jvb_xyz tells @AviFelman he's been of the “nothing ever happens” mindset for years. But this week he came back worried — and not about the thing everyone else is worried about. All that, plus: • CoreWeave’s Bonds Are In Distress • The $334B Hole In AI Cash Flow • Why The Neo Clouds Get Eaten • Why Compute Futures Never Happen • $10M A Year Selling Donuts In Iraq OUT NOW on @YouTube & @Spotify👇

MARKET UPDATE: What Breaks First — Bitcoin, AI, or The Bond Market? 🔴 LIVE w/ @AviFelman & @jvb_xyz @ 3pm ET Here on 𝕏 + @YouTube 👇 LINK:

The best people to listen to are the practitioners of the craft. That's why people listen to all-in. It's much harder to produce actionable content if you aren't embedded in the industry you're in. When people consume content they want you to tell them: 1. What to do with their time 2. What to do with their money 3. Simply be told an interesting story. For financial media specifically, the person that can do that the best are the people in the arena. This is unironically why Jim Cramer got so big -- he was one of the first hedge fund managers to move into the media world. I used to manage over 1b+ and helped set up the crypto arm of a 60b asset manager I’ve been in the trenches with you all. So @1000xPod plans to do this on a larger scale.

"Our view always has been: you want to work with the absolute best partners in the world, and you want to go super deep and help them build something that meaningfully moves their business forward. And if you do that, we've found that you just win over time." - @PrimordialAA on the @1000xPod

The cancer of side wallet scammers. This is how it works. Somebody buys a coin via a public wallet (via @fomo or elsewhere). They tell you they are never selling. Then they sell via hidden wallets. "You say this is my position, but in reality you have 5% on your public wallets & and 20% somewhere else." "You say I'm never selling, I'm never selling." "You don't sell your public wallets, you sell your private wallets." This is not only a scam, it is illegal. To make matters worse, these scammers will coordinate amongst themselves to find a fallguy. A fallguy to take the blame for the red candles. They tried to make that @AviFelman. They failed, and now they're going to regret that they tried.

Fractional reserve banking gives the government immense financial power. "If ever there's a day of stress, you need a lender of last resort, and the government can always say no." "They can shut a bank with no notice, any day and there's no recourse."

Scott Shay built Signature Bank to $110 billion in assets without a single acquisition. Then the government took it. He tells @AviFelman the part nobody reported: Signature was mark-to-market positive two weeks before. After the run they still had $16 billion in cash. They raised $20 billion over the weekend. It was seized anyway. All of that, plus: • Teaching The Class Michael Lewis Was In • Why He Went Blockchain Maximalist In 2013 • Inside Signet: A Trillion Dollars Moved • The Bank He's Building To Kill Fractional Reserve OUT NOW on @YouTube & @Spotify 👇

When BlackRock writes about a new idea, you should be paying attention, and this is what they're converging on. Agents on blockchains. BoA is not going to bank your agent but crypto rails will. "AI will save crypto." -@jvb_xyz

The Fed hiked. Everyone assumed that was bearish. @AviFelman called the opposite live, eight minutes before the decision, and explains to @jvb_xyz why the hike is a signal the government is acting irresponsibly, which is exactly what bitcoin:native and gold want. All that, plus: • Poland Lost $230M Buying Oil w/ Thumb Drives • How Oil Scams Actually Work • Copper Is The Next Meme Coin • Zuck Just Killed "Pacing The Frontier" • Why AI Doomerism Is A Sales Pitch OUT NOW on @YouTube & @Spotify 👇

Trading is about taking risks in bursts and knowing how to survive. Understanding the vol of an asset is crucial to staying in the game long term. Wisdom from @novogratz who has been in the game for decades.

The first Space Race was a symbol of power projection. Great powers flaunting capabilities. Civilian technology emerged as a byproduct. Today’s Space Race is fundamentally different. It is no longer symbolic. Space is where power *is* projected, not a symbol of it, and technological leapfrogs are no longer byproducts. We were excited to dive into space markets and how investors are navigating the Space Race 2.0 with @ETFwunderkind, who has explored the theme extensively.