Block1 Capital

Bitcoin Class of 13. “The road to serfdom is working exponentially harder for a currency growing exponentially weaker.” Real Estate. Energy. America First.

[Block1 Capital @Block1Capital]

Tim Draper: “All times are good times to enter the crypto market. Bitcoin price in 2022 or 2023 going to be $250k”. Adding to $btc position here at $3,900. https://t.co/bXXqByyD1I

[Block1 Capital @Block1Capital]

@EA_Rice New guy in charge 🤡🇮🇱
https://t.co/U2RwsMxjDb

[HatsOff @HatsOffff]

Hakeem "America is back" Jeffries, who is set to become Speaker of the House, said at a 2014 rally:

"Israel today, Israel tomorrow, Israel forever!"

[Block1 Capital @Block1Capital]

@TheSamsPodcast https://t.co/gQOTV5F3AL

[Block1 Capital @Block1Capital]

Greek and Grant spotted after midterms

[Block1 Capital @Block1Capital]

@tomyoungjr Republicans need to put up or shut up. Trump ran on 2020 election fraud. There were 10 hearings by Republicans on the 2020 election and there has been zero prosecutions or arrests by the DOJ for widespread or outcome-changing fraud from the 2020 election.

[Block1 Capital @Block1Capital]

@RealCryptoCrank @Tesla @elonmusk Can’t be the speed of a Tesla

[Block1 Capital @Block1Capital]

Prediction markets were much more accurate than the polls as detailed in my post.

Prediction markets correctly picked roughly 95–97% of winners, compared with about 86% for polling averages in seven competitive Senate races.

On March 6, 2026, Polymarket was already signaling a potential Democratic blue wave in both chambers, while RCP Polling wasn't signaling a blue wave until October 7, 2026 215 days before!

[Block1 Capital @Block1Capital]

@Asher_Lifts Only 0.3–0.5% of Americans can bench press 225 pounds

[Block1 Capital @Block1Capital]

The results are in: Prediction Markets were more accurate than the Polls in every one of these Senate races.

The Texas race alone generated a combined $209.1M in trading volume on Kalshi and Polymarket.

This election cycle once again showed that prediction markets can compete and exceed the best polling forecasts but a few elections doesn’t mean they’re always right.

[Block1 Capital @Block1Capital]

Started position in $BE (Bloom Energy).

AI's biggest bottleneck is not chips, it's electricity.

With hyperscalers scaling AI infrastructure, grid constraints, major data center partnerships, and Bloom's accelerating revenue growth, I believe Bloom will be a major beneficiary of AI power needs.

NTT Data 900 MW agreement adds another major growth opportunity.

Price target: $300

[Block1 Capital @Block1Capital]

@ZachHumphries You buy Nvidia for the first time

5 minutes later: Nvidia CEO Jensen Huang confirms "romantic relationship" with a Chinese spy

🤣🤣

[Block1 Capital @Block1Capital]

@OHare888 😂😂 being delusional is not a good sign for your chairman of the board but I agree with him sub $1.00 per share and interest rates come down it could actually be a buy

[Block1 Capital @Block1Capital]

Greek and Grant spotted after midterms

[Forbidden HQ 🐇 @WearForbidden]

FORBIDDEN STUDIOS PRESENTS: THE FIFTH DIMENSION

MAGATARD discusses the MIDTERMS.

Two microphones. Five dimensions. Not a single second thought.

[Block1 Capital @Block1Capital]

@RealOpenArmy https://t.co/zCmqSzUYfR

[Block1 Capital @Block1Capital]

Opendoor $OPEN managed to turn 12% revenue jump into a $218M net loss in ugly quarter after losing $1.3B in 2025, they are setting money on fire while the housing market watches in horror.

I have said multiple times not a fan of this company, $OPEN has since collapsed -78%. Starting to look more attractive closer to $0.

[Block1 Capital @Block1Capital]

@LorenHodl Borrow fiat, own assets, save in bitcoin.
https://t.co/qBxYDepBx3

[Block1 Capital @Block1Capital]

https://t.co/Ov05cOpAOV

[Block1 Capital @Block1Capital]

Opendoor $OPEN managed to turn 12% revenue jump into a $218M net loss in ugly quarter after losing $1.3B in 2025, they are setting money on fire while the housing market watches in horror.

I have said multiple times not a fan of this company, $OPEN has since collapsed -78%. Starting to look more attractive closer to $0.

[Block1 Capital @Block1Capital]

@Thedumbgreek @BritishHodl @Jamieminer 5D Chess! democrats will take us back to 6 figure bitcoin

[Block1 Capital @Block1Capital]

@dotkrueger 🤣🤣💯

[Block1 Capital @Block1Capital]

@GrantCardone

[Block1 Capital @Block1Capital]

AI is booming, but profitability is another story:

• OpenAI: $12.4B H1 revenue; $21.6B operating loss.
• Anthropic: $33.2B 9M revenue; $1.26B operating loss.
• xAI: losses over nine-month period.
• CoreWeave: $2.58B Q2 revenue; $626M loss.
• Nebius: $582M revenue; $190M loss.
• IREN: $707M FY revenue; $703M loss.
AI demand is real. The big question: Can AI companies turn massive capital investment into sustainable profits?

[The Bitcoin Historian @pete_rizzo_]

JUST IN: BILLIONAIRE ARTHUR HAYES PERFECTLY EXPLAINS WHY THE AI BUBBLE WILL POP AND SEND #BITCOIN PARABOLIC

"AI IS A WASTE OF MONEY"

"ANTHROPIC, OPENAI, SPACEX –– NOT ONE OF THESE COMPANIES MAKES MONEY"

"THEY ARE ALL BACKED BY THE US GOVERNMENT"

"THE BIGGER AI GROWS, THE BIGGER THE BAILOUT, THE HIGHER BTC GOES"

IT'S COMING 🚀

Source: @VentureCoinist

[Block1 Capital @Block1Capital]

@aptosautumn Voters held him accountable and shifted Democrat +32 points they will do it again when he doesnt embrace America First

[Block1 Capital @Block1Capital]

Actions over words. You had two years to deliver on spending cuts, election integrity, and affordability. Americans held you accountable yesterday. MAGA died when you went Israel First and started a new forever war. Embrace America First now through action or lose again in 2028.

[JD Vance @JDVance]

One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up.

So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us."

Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026.

There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true.

But the real reason we lost is obvious to almost everyone.

Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were:

1) End the war
2) Focus on cost of living/inflation
3) Put America First
4) Change our relationship to Israel

Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.)

In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you.

The reason we lost is the war. The president himself said so last night.

If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest.

But everyone knows why we lost. And any honest conversation about where we go from here must start there.

I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.