“Michael Saylor did an interview with Bankless, and guys, I'm gonna be completely honest, it is looking right now like Michael Saylor has pulled off one of the…”
Saylor's Stretch flywheel buys ~$1B/day of BTC against fixed supply, propping the chart for now
“I'm calling the top on cards, collectible cards. I really think that I am. This is like when majors top out and no one knows what to buy”
Collectible cards have topped: gamble marketplaces hoard supply, one narrative break sends them lower
“WTI daily looks just horrific. There's no deal done, there's no ceasefire, but market wants this fucking thing to be over.”
War de-escalation pulls oil into the 60s; if correlation holds, S&P pushes higher
“My total net cash flow works out to roughly 4 to 5% a year on the equity tied up in these properties... but in the current 2026 economic environment, the…”
Graham Stephan exiting all LA real estate: 4-5% net yield equals risk-free, so rotate to bonds/SPX/BTC
“The median price of a home in the United States is $818,000... Holy shit. How does anyone own a house, bro?”
Location and IRL increasingly matter; long real-asset scarcity, US housing has topped and is rolling over
“TMZ is legitimately saving politics. Because, brother, the only non-compromised news outlet they're the only news outlet that can report at least what appears…”
TMZ's pivot to uncompromised DC reporting is forcing resignations and is a winning brand bet
“His single largest position is an $875 million stake in Bloom Energy... after Bloom announced a 2.8 gigawatt fuel cell deal with Oracle this week, the stock…”
Aschenbrenner's power-bottleneck AI thesis is printing: long electricity/fuel-cell plays over chips
“A 10% stake in Core Scientific, a Bitcoin miner converting power into AI. The entire Wall Street AI trade was piled into model companies and chip companies.…”
Aschenbrenner's power-grid bet also rides Bitcoin miners converting power to AI compute