one of the reasons I like the Solana Is if at any point, like at all, they could figure out how to get some level of perps volume. I think it gets a stupid bid, but that is unclear that they're able to do this.

when you look at like a thing like Micron, I just like ask myself like who has not entered Micron that is going to enter Micron? Like who's not in this? It feels like my entire, entire feed is so long Micron.

I am increasingly convinced on the IRL thesis, the best way to express it is sports teams. Like, I think sports tickets, we've talked about it a bunch, is going to go up only. And it's only right if the price of these sports teams go up only as well.

I'm kind of bearish on the UFC. I am pretty bearish on the UFC... the UFC does not have stars anymore. There's no stars anymore.

The oil flow has never returned to normal. There's still this 20% shortage of the world's oil. And there's no deal... And oil is cheaper than when the war started. I mean, this has to be one of the most frustrating trades that has ever happened.

So essentially, StubHub and its CEO are in the business of mass scalping. This is insane. The biggest problem in the ticket industry is scalping... the people that are doing the scalping are the CEOs of the ticket companies, brother.

SK Hynix either bottoms at 1850 or the gaps that need to be filled will wipe out an entire generation of leveraged up Koreans.

if you lose $135, there's this Gavin Baker clip talking about Cerebras that the bankers are going to rage sell SpaceX if you lose $135. Same thing happened to Cerebras when it lost deal price... But you also worry that every day that passes, we're closer and closer and closer to dilution on SpaceX.

The company that has spent no money on AI zero. All they have is insane amounts of cash on hand. They've spent no money on AI... And they are winning by doing nothing.

if you're Take-Two Interactive, I think it's a little bit scary. Because you are banking 10 years of your company on insane microtransaction revenue from GTA. And this sets the precedent that there's going to be protests.

the conditions feel good and they feel about the same as when I was first buying Zcash 2 months ago and we made the Zcash trade

I think Hyperliquid has such a moat over liquidity and the network effects of people trading tokenized stocks and trading perps that as it currently stands, they're just winning. And I don't think Robinhood throws a wrench in that at all.