What are the coins on-chain that are beta to Solana gonna do? They're gonna 100x at minimum, higher depending on where you catch them. But you want to buy the coins that are getting momentum and trending, not the ones that like just launched

Hood is up 4% and it looks fucking unbelievable.

Let's take a nibble and see what happens.

there's a lot of profits that people are going to be realizing, I think, from stocks. Memory's been down, like Micron's down a good bit, Sandisk is down a good bit. And I think crypto is in a really good spot to catch attention from other areas where people are diversifying.

Because last cycle, Bonq did a great job launching at the lows of Solana. they launched Bonq at the pico lows when the FTX shit was happening and sent out an airdrop to a fuck ton of the most important people on Solana. And that was actually one of the things that kept sentiment strong and positive on SOL

I think poker is gonna have a crazy resurgence in the United States. Roaring '20s, roaring '30s resurgence on poker. Because I'm thinking about this... my IRL thesis. IRL entertainment.

the thing about it is I don't want to long casinos. I think it's a bad business, and I'm pretty bearish casinos.

Even the daily is a monster.

But I think gold looks pretty good actually. Look at this weekly. It like tried it, tried it, tried it again, and then they're bouncing it. I think gold looks pretty fucking good.

the terrifying economics is the fact that China is producing equivalent models for a tenth of the cost. That is a serious narrative violation and nobody has an answer to it. That is bad.

Oracle is a particularly scary one because they are building 7.1 gigawatts of capacity. Just for one customer. And they even said in their annual report that the risk was they might not get paid. OpenAI only loses money. If they can't, Larry Ellison can't afford to pay back those bills and Oracle stock will be in jeopardy.