I picked up my new Tesla model Y on Saturday. The whole process of picking it up took like 5 minutes. I never want to deal with a car salesman ever again. I immediately had the FSD drive me home for 45 minutes. I’ve used FSD for like 90%+ of my miles since Saturday morning. Literally feels like magic. Has handled issues on the road better than I would have at times. It saw a fox potentially running across the road last night before I saw it. Just remarkable technology. Thank you to everyone who replied to my post a few weeks back saying I’d be an idiot not to get a Tesla. It’s only been 2.5 days and idk that I can ever go back to a regular car as my daily driver?

NEW: The average Bitcoin ETF Holder is back above water for the first time since January. The rally this morning has bitcoin:native above our estimated ETF cost basis of $81,722 per coin. h/t @EricBalchunas

Blue Horseshoe likes... Okta Inc, a cybersecurity stock that AI agents use for security/access). Our new tool that aggregates the daily buys/sells of 'big active' ETFs (an unprecedented transparency) shows that Okta has the highest combined net inflows ($142m) & impact score (43) for an initiated position over last 30 days. BlackRock's $13b active tech ETF was biggest buyer but JPM and Nuveen also initiated positions in their tech/growth ETFs. The mkt cap has gone from $11b to $33b in past 5mo. Further, @JSeyff now has Okta on the board for candidate for SPX inclusion in next rebal. And BofA this morning just announced increased price target on it. Credit to @FrancisSharoon for bringing tool to life and curating these filtered lists that we used in our note today. Both the note and the tool can be found on BI ETF

Nice look at the most important chart for bitcoin ETFs which is cumulative net flows lifetime which are curr at $55b, down from peak of $63b but up from low of $50b. Again, incredible intestinal fortitude from the Boomers given they saw a 50% drawdown. Stocks being up during that time prob helped but still.. via @JSeyff *the reason this is most imp chart is bc it is excludes price appreciation so it's pure measure of investor interest vs assets which bake in price

6 ETF nerds walk into a bar… and have a lot of fun! Great time catching up on all things ETFs with great friends and colleagues at @FutureProof_HQ. (MThsnks @DaveNadig for bringing us together! (X limits 4 photos per post - there are loads more)

This stuff is the front door for normies in understanding currency debasement, break from gold standard, why inflation is silent tax and ultimately real vs nominal returns. This is why we opened the Debasement chapter with the price of a Big Mac over the past 50 yrs in our forthcoming "Both Sides of the Coin" book, then ease our way into M2, CPI and a breakdown of nat debt.

Mass celebrations break out in the West Bank and Gaza, and Palestinians cheer, dance, and distribute free sweets. Palestine is the only known place on earth to see overwhelming popular celebration of yesterday’s attacks, although Yasser Arafat condemned the attacks and denied responsibility yesterday.

The rubble at the scene of the World Trade Center collapse is filled with the sounds of “PASS devices,” or emergency signals attached to firefighters when they are no longer moving. The scale of overlapping PASS alarms bespeaks the horrible death toll that must have taken place here. Yet worse - the alarms can’t be stopped because the bodies haven’t been found.

DEAL ALERT: There’s a sale today if you are a Barnes & Noble Rewards member. You can get 25% on preorders of my and @EricBalchunas’ book. Both Sides of The Coin. Checkout code is PREORDER25.