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Post #4647 439
Post #4646 460
7 GUD READS 📚 (Edition No. 100)

We've reached the 100th edition of this series!

Week after week, curated content filters through the noise.

This week brings you no less insights than the others.

It's time to dig in👇

https://x.com/thelearningpill/status/2083553357789339730
X (formerly Twitter) The Learning Pill 💊 (@thelearningpill) on X 7 GUD READS 📚 (Edition No. 100) We've reached the 100th edition of this series! Week after week, curated content filters through the noise. This week brings you no less insights than the other…
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Post #4643 580
Post #4640 626
Post #4638 853
crypto neobanks still aren’t giving people a real banking experience, especially in cash-dominated regions.

the daily ATM withdrawal limits are just awful:

• Etherfi $250
• Tria $750
• Kast $750
• MetaMask $1k

then there’s RedotPay (US BIN) with a $100k ATM withdrawal limit.

how did they pull that off?

https://x.com/Octop3s/status/2080285094158245936
X (formerly Twitter) Octopus (@Octop3s) on X crypto neobanks still aren’t giving people a real banking experience, especially in cash-dominated regions. the daily ATM withdrawal limits are just awful: • Etherfi $250 • Tria $750 • Kast $75…
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Post #4636 883
Going to connect the dots for you guys here

3 days ago, the CEO and Founder of Robinhood,
@vladtenev, posted they created Robinhood Chain to make RWAs programmable (see screenshot below)

We also know the Robinhood team stealth launched a crypto called $WALLET (a bunch of undeniable on-chain evidence here)

But here’s the most interesting part:

https://x.com/nottellingyou73/status/2078506772336128100
X (formerly Twitter) Not Telling (@nottellingyou73) on X Going to connect the dots for you guys here 3 days ago, the CEO and Founder of Robinhood, @vladtenev, posted they created Robinhood Chain to make RWAs programmable (see screenshot below) We also…
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Post #4635 933
memory stocks cooked

i've made some points earlier in my article yesterday and today's move validated my thesis, so we see nasdaq massive dump today:

- projection for
$MU
doesnt make sense anymore because its ridiculously projected to generate 40% of entire market cap in combined operating income across 2026 & 2027

- overvaluation is concentrated, closely echoing the dot-com top, when a small number of mega-cap growth names traded at extreme multiples alongside a much larger

- valuation-spread metrics sees the gap between the most expensive and most undervalued segments of the market currently sits around the:
90th–95th percentile when looking at value alone.

- LLMs are clearly useful, but usefulness does not guarantee attractive economics. Rapid GPU obsolescence, heavy reinvestment needs, weak customer lock-in, and converging model quality could turn AI models into a commoditized, capital-intensive business rather than a source of durable excess returns.

- unusual concentration of mega-IPOs in a single year, with such magnitude of recent and upcoming offerings is a classic late-cycle signal

- some leading AI model companies’ growth has already exceeded what historical base rates would suggest as sustainable and a pattern that is unlikely to persist indefinitely.

https://x.com/arndxt_xo/status/2077417759617753144
X (formerly Twitter) arndxt (@arndxt_xo) on X memory stocks cooked i've made some points earlier in my article yesterday and today's move validated my thesis, so we see nasdaq massive dump today: - projection for $MU doesnt make sense anymo…
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Post #4634 627

Forwarded from Ian's Intel

⚠️ PERP DEX OSTIUM APPEARS TO HAVE BEEN EXPLOITED FOR $18M: ONCHAIN

SOURCE
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Post #4632 714
An army of traders in China are about to learn about Hyperliquid for the first time.

Expect $CXMT to be another big splash for @tradexyz which just made new ATHs of $5.3B in daily volume.

We are entering a new era of finance where anyone, anywhere, can trade anything, anytime.

https://x.com/RyanWatkins_/status/2077238121880523027
X (formerly Twitter) Ryan Watkins (@RyanWatkins_) on X An army of traders in China are about to learn about Hyperliquid for the first time. Expect $CXMT to be another big splash for @tradexyz which just made new ATHs of $5.3B in daily volume. We are…
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Post #4629 669
BREAKING: Korea Exchange (KRX) halted program selling for 5 minutes as KOSPI crashed -5%.
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Post #4628 768
Here is some information on the gamblers in Korea:

"Korea Financial Supervisory Service: As of July 13, the cumulative total of over 1.2 million leveraged retail accounts across the Korean market triggered margin calls, with approximately 320,000–360,000 accounts fully forcibly liquidated by brokers (principal wiped out, some with partial negative balances owed to brokers)"

Lol...

https://x.com/pequityresearch/status/2076710023485407719
X (formerly Twitter) P Equity Research 📰 (@pequityresearch) on X Here is some information on the gamblers in Korea: "Korea Financial Supervisory Service: As of July 13, the cumulative total of over 1.2 million leveraged retail accounts across the Korean market…
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