The more I study quantum, the less I think the biggest winners will necessarily be the hardware companies. Every new platform creates an infrastructure layer. AI had NVIDIA. Cloud had AWS. Quantum will need companies that simulate, validate and control increasingly complex systems. Today's $BTQ announcement is interesting. QPerfect will build the digital twin for France's first public neutral-atom quantum computing platform. The hardware gets the headlines. The infrastructure becomes indispensable.

.@OKX just shipped the best analytics dashboard I’ve seen Most traders overlook this, but tracking your positions properly is insanely important if you trade full time Without clear data on your PnL, fees, win rate, drawdowns, u’re basically trading blind It’s great to see CEXs finally building tools like this (I used to rely on my own tracking system because the analytics on every exchange were just too limited)

Since July 1st, any CEX without MiCA is operating illegally in EU If ur there, switch to a compliant CEX. Here's how to move to @OKX in 5 min (they got licensed 18mo ago) 1/ Open acc + clear KYC (mobile app is enough) 2/ Deposit → select asset. $USDC is simplest for a test run 3/ Networks must match on BOTH sides. ERC20 to ERC20. Network mismatch loses more funds than hacks do 4/ Copy address, verify, send Also OKX has goated features like OKX card, Earn, and X-perps. Join today for an 8% deposit bonus active right now, up to €20,000 in USDC and €400 for new users.

I don’t think the Robinhood meme season will last long Most likely it’s just a rotation that lasts a few days Right now, I think the best buys are Solana memes - they’re all trading at a discount, and eventually people will return to them

🚨 THE STOCK MARKET AS YOU KNEW IT JUST ENDED In 24h SpaceX lists at $1.77 trillion. Fidelity just cut its SpaceX minimum from $500k to $2k. A 99.6% cut. Robinhood, SoFi, others: no min. I've been in markets for a decade. This has never happened before. So I've spent 10h studying all past IPOs - here's what happens next: First, understand why this is happening. For decades Wall Street locked retail out of every major IPO. This week it threw the doors open. A normal IPO hands retail 5 to 10% of the shares. SpaceX reserved 30%. Triple the standard. That is not generosity. Someone has to be the buyer. And here is the part buried in the fine print: They will let you BUY at $135. They will not let you SELL. Sell your SpaceX shares in the first 15 days on Fidelity and you are flagged a flipper. Six-month ban. Then a year. Then permanent, tied to your Social Security number. Robinhood locks you for 30. They drop every barrier to get you IN, then bolt the exit shut behind you. You do not build a one-way door unless you already know which way the crowd has to run. Here is what they know that you don't. An IPO is not the start of the run. It is the exit. The day insiders, employees and early backers turn paper into cash. Someone sits on the other side of that trade. This week they are building that someone out of millions of $2,000 accounts. History shows you the ending every time. Truist studied 30 major tech IPOs over 15 years. Every one had a serious drawdown in year one. Median: -54%. Only 43% were green after twelve months. The names you remember: Facebook: -54% Snap: -56% Uber: -68% Pinterest: -70% Robinhood: -90% Same script. Huge debut. Endless hype. Lockups expire. The early money hands you the bag at the top. Now price SpaceX into that history. $1.77 trillion. 94.7x sales. A $4.9 billion loss last year. The doors flung open to the smallest accounts in the market, the exit locked for 15 days. That is not access. That is distribution at the top. We have watched this movie before: 2000 dotcom. Insiders rich, retail wrecked. 2021 SPAC mania. Insiders rich, retail wrecked. Nobody hands you the front of the line for free. So you have 2 choices in the next 24 hours. Buy the most expensive listing in market history at the open and pray you are the exception to a 54% median. Or to make money on it... But almost nobody knows what is the best way. I have been calling these traps in public for years, while everyone else cheered the ticker. Btw I am taking this profile private soon, as it's already too big. After that, all info goes to the people already inside. So better to follow now, when you can... A lot of people are going to wish they did before June 12.