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JUST IN: Married couples who keep separate surnames are about 50% more likely to divorce & tend to split around 30% earlier. — Institute for Family Studies
Gold isn’t an investment until it falls below $4K, and it isn’t correlated with Bitcoin.
Several thousand people unfollowed me when I first said that $5.3K was the top for gold and that everyone should exit. Then I posted this chart for the first time and lost another thousand followers.
Based on that experience, I realized that only a very small number of people actually want and are ready to face reality.
That’s why I stopped posting Bitcoin forecasts publicly.
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Shoeshine indicator flashing on the Iran war trade.
Everyone’s suddenly a tanker expert.
War might be closer to over than the market thinks.
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i was the loudest $Bonk bull last cycle
i was screaming about it from the $20m lows, when no one was talking about it, to $4 BILLION+ ATHs while almost everyone on Crypto Twitter ridiculed me
i mean i literally became known as 'Bonk Guy' due to my viral BONK trade where i turned $16k to $20m+ at peak
i think $USELESS is going to go far higher than BONK's $4 billion+ ATH
imagine the headlines when USELESS coin is in top 50 and trading above $1b
then above $2b
then above $3b
literally NO OTHER MEMECOIN has this advantage
none
every mainstream media will talk about it and the cult of believers who think it's going to flip doge
they'll talk about me being the biggest fomo trader and it being my most bullish bag after being up bajillions — IF GOD WILLS IT
they're going to keep using it as the prime of example of exactly WHY CRYPTO IS USELESS
and it'll kind of become a sort of mainstream joke:
'BTC? idk, you might just as well buy USELESS coin! have you seen USELESS coin? yeh, it's a real thing and at $2 BILLION market cap. 2 BILLION?!!! IMAGINE!!!'
like USELESS is that memecoin that has only two options:
DIE or go AGGRESSIVELY MAINSTREAM & TO INSANE VALUATIONS
there is literally no in-between
and it is clear now that it is not dying
so we might as well relax and wait for the insane valuations
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$PBR
One of the best looking 3 month charts out there.
I still think this goes to new ATH eventually.
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You don't have to catch every move.
Give your assets room to breathe.
Use conviction.
Corrections are necessary and healthy.
Learn the game.
I've proven this over many years.
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some thoughts on Arc chain:
ppl building on Arc or related to Arc have reached out to me several times over the past few weeks
apparently, they want to get trenchers onto the chain early because they understand that memecoin activity is one of the fastest ways to bootstrap traction for a new chain
i mostly ignored them
i've been too busy to even keep track of all the messages i get these days, but more importantly, i've believed that onchain activity this cycle will be concentrated around Robinhood, BNB and Solana
that was my bias
until i learned that fomo will be integrating Arc shortly after launch
Seyong from fomo recently told me that the integration should happen within a few days of launch
and honestly, that changed my short-term bias on Arc
don't get me wrong
i still believe RH/BNB/SOL will be where the majority of the real action happens this cycle
but there's something important to consider:
fomo hasn't even integrated Hyperliquid, Tron or TON
and all three of those chains produced runners that reached $100m+
so if fomo is integrating Arc right out of the gate, i think there's a very real possibility that there will be some serious short-term money-making opportunities for trenchers
and that's the key distinction:
short term
i am NOT saying Arc is going to become the next BNB, Robinhood or Solana
i'm saying this is the first time fomo will be integrating a non-mainstream chain essentially from launch
that makes Arc a very interesting experiment
and i'm positioned accordingly
i bought the native token of the main launchpad on Arc, $LONG, along with the top 3 memecoins on the launchpad
my thesis is basically this:
1. fomo is integrating Arc
fomo is becoming one of the main crypto trading apps for retail this cycle
i originally ignored Arc entirely
the fomo integration changed that
2. Arc is actively trying to attract trenchers
multiple ppl building around Arc have reached out to top trenchers like myself
that suggests they understand how important early memecoin activity can be for a new chain
3. they appear to be trying the Robinhood playbook
i've also had a source tell me that Arc understands how important it is to have trenchers on the chain early and is actively focused on making that happen
essentially, they're borrowing a page from the Robinhood playbook
and i want to be super, super clear about this:
this is a degen, degen rabbit hole
this is a short-term adventure
i'm not rotating my core thesis away from RH/BNB/SOL
and i genuinely believe that RH/BNB/SOL is where you want to concentrate your energy this cycle... and that most other chains will likely be a waste of time on a long enough timeframe
so why am i touching Arc?
i'm simply betting that the combination of new chain + launchpad + trenchers + fomo integration could create some very interesting early opportunities
if you're interested in exploring it, you can either wait for the fomo integration later this week
or bridge over earlier through the main launchpad on Arc, Long
for those who want to bridge:
1. buy $CRCL on Robinhood (most tokens on Arc are paired against $CRCL):
dexscreener.com/robinhood/0x…
2. bridge your Robinhood Chain $CRCL to Arc using the bridge provided by the main launchpad:
long.supply/bridge
3. buy whatever you want through long.supply
IMPORTANT:
don't use trading bots like Basedbot or GMGN right now
they're routing through the wrong pools and you could end up losing a significant amount of your money to slippage
and if you're not on fomo yet, you really should hurry to get your account set up
if this thesis plays out, you don't want to be setting everything up after the opportunities have already appeared
join through my ref:
fomo.family/r/unipcs
i'm also doing a $350k giveaway for active fomo refs
so you could literally get rewarded for being early
again: this is a short-term degen experiment
but if you're a trencher, this is exactly the kind of setup i'd want on my radar before the masses arrive
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RIP BIll Cooper
On June 28, 2001—just under eleven weeks before the September 11 attacks—William Cooper, a former naval intelligence officer and author of Behold a Pale Horse, delivered a strikingly prescient warning.
During his radio broadcast he said, “Whatever they’re going to pin on Osama bin Laden, don’t you believe it.”
Four months later, Cooper was shot and killed by undercover officers outside his home.
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.@DavidSacks makes a good case here that the “AI will kill humanity” headlines were orchestrated: they leaped into mainstream media from the dormant X account of an Anthropic employee who quit after six weeks. David names purported perpetrators and calls out the role @WSJ played.
Chamath @chamath: how does an account with no followers get 110 million views in a day?
David Sacks @DavidSacks had an answer, on the same All-In @theallinpod taping. Within 15 minutes of the Anthropic researcher's doomsday resignation post, three policy groups amplified it: ENCODE AI's Nathan Calvin, the AI Policy Network's Peter Wildeford, and the AI Futures Project's Daniel Kokotajlo, who dropped a Rogan episode the same day using the same phrasing. All three groups are funded by Jaan Tallinn, who co-led Anthropic's Series A. The Wall Street Journal published a story on the resignation minutes before the tweets went out, meaning the paper had been briefed under embargo. The researcher had agreed to appear on the show and cancelled the morning of taping.
Our breakdown traces the funding chain and what it means for Anthropic's IPO: podcastalpha.substack.com/su…
Source: All-In Podcast - youtube.com/watch?v=cvxjqbfL…
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Vinod Khosla bought the Seahawks for $9.612 billion last week, the most anybody has ever paid for an NFL team.
Then he needed shoes.
"The shoes are a funny story. Last week, I said, I'd like something special for this event. And I got online and said to ChatGPT, design me a shoe and a logo."
It designed both. He liked them.
So he went back and asked it how he could actually get them made in four days.
ChatGPT found him a shoemaker in Italy.
Four days later a pair of custom black and blue sneakers with the Seahawks logo on them landed at his house, and he wore them to his introductory press conference at Lumen Field on Wednesday.
The jacket was also designed by ChatGPT. Also shipped from Italy.
Here's the part that makes it.
Partway through the press conference, Khosla was describing what kind of owners his family plans to be.
"As a family, you'll find we're very approachable. Nothing fancy. We don't like fancy stuff."
His son Neal, sitting directly to his right, did not let a full second pass.
"He had his jacket shipped from Italy! What are we talking about here?"
Which is a fair point, and also the correct amount of respect for a man who just spent almost ten billion dollars on a football team.
There's one more layer to the shoes that most people missed.
Khosla Ventures was the first venture capital firm to put money into OpenAI. They bought 5% of the company for $50 million back in 2019, when almost nobody outside Silicon Valley had heard of it.
So the man who wrote one of the first checks for ChatGPT used ChatGPT to design his sneakers.
Neal did have some actual news, by the way, and Seattle cared about it a lot more than the footwear.
The white throwback jerseys from the 1970s are coming back in 2027.
The Seahawks beat New England 13-10 that night in a rematch of the Super Bowl.
