Darrell MacMullin

Modern Gentleman, Troublemaker #Investor, #Advisor Passion 4 #Fintech #Blockchain #AI Having fun driving #innovation @Mastercard - Ex @paypal @ebay

[Justine Moore @venturetwins]

Me using Claude Opus 4.8 to rename a file

[Darrell MacMullin @DMACmullin]

@AfricanSon73 @SpencerHakimian Rolls Royce already has stepped in. Euro + Canada fighter line

[Oliver Groß @minenergybiz]

This is timely for the upcoming earnings season 😂

[Darrell MacMullin @DMACmullin]

@razib_ul47671 Ai

[Oliver Henry @oliverhenry]

https://t.co/ECf8O0TXgP

[Mark Gadala-Maria @markgadala]

A Bloomberg Terminal costs $24,000 a year. Someone just recreated one using Perplexity Computer for $200 a month.

Bloomberg's moat was never the data, that's increasingly commoditized. It was the interface: thousands of keyboard shortcuts, proprietary screens, and muscle memory that finance professionals spent years learning. The switching cost wasn't price, it was retraining.

AI agents collapse that moat. If Computer can replicate the interface and pull equivalent data from public sources, the only remaining lock-in is the chat network and real-time feeds. One is a social product. The other is a licensing negotiation.

Bloomberg did $12.6 billion in revenue last year selling terminals. The first credible open-source alternative just got built in an afternoon.

[Millionaire Framework @Milli0nairePath]

She literally explained why some people never feel lazy and how to copy them (in 2 mins)

[Darrell MacMullin @DMACmullin]

@UNIONTHUG_ @Tablesalt13 Agree. Why does it need to be daily anymore. Go to weekly or charge a premium for daily

[Darrell MacMullin @DMACmullin]

@jackunheard Stop spreading false narratives. US thought this was a trade war, its a break up. The US is loosing the Canadian market and supply chain.

[Darrell MacMullin @DMACmullin]

@FoodProfessor Hes realizing that they tried to bully Canada and move manufacturing to the US....realizing, its not that easy to unscamble an omlette. Now that supply chain will supply Chinese cars. So the US car companies loose the Canadian consumer market and supply chain....

[Harrison Faulkner @Harry__Faulkner]

Mark Carney responds to President Donald Trump's statement that Canada lives because of the United States.

Carney: "Canada does not live because of the United States. Canada thrives because we are Canadian."

[Josh Goldberg @JGoldberg12]

Kyle Tucker AND George Springer

[Andrew Curran @AndrewCurran_]

Utah has become the first state to allow AI to renew medical prescriptions with no doctor involved. The company, Doctronic, also secured a malpractice insurance policy for their AI. Their data also shows that their system matches doctors treatment plans 99.2% of the time.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Tomorrow is Warren Buffett's last day as CEO of Berkshire Hathaway.

Buffett took the stock from $19/share in 1965 to $750,000/share today, up +3,950,000%.

Congratulations to the best investor of all time.

[Merlijn The Trader @MerlijnTrader]

TOM LEE JUST SAID THE QUIET PART OUT LOUD:

JPMORGAN AND GOLDMAN COULD BE THE NEXT MAG 7.

His thesis is brutal:

AI + blockchain = fewer humans per dollar of revenue
Margins explode
Valuations rerate

In plain English:

Banks stop trading like sleepy value plays
and start behaving like hyper-efficient tech platforms with balance sheets.

What’s changing under the hood:

- Back offices automated
- Settlements moving on-chain
- Balance sheets tokenized
- Risk, payments, markets run on software, not people

The market still prices JPM and GS like old-world lenders…
while they’re quietly mutating into scale-on-code machines.

When that gap closes:

- Earnings surprise upside
- Multiples expand 2-3x
- They stop being “banks”
- And start leading the next bull leg

Everyone is hypnotized by the current Mag 7.

Almost nobody is front-running the next ones.

If AI and blockchain really rewire global finance…

Don’t be shocked when JPM and GS
stop being value traps
and start trading like the new kings of capital.

The rerate isn’t coming.
It’s loading.

[Darrell MacMullin @DMACmullin]

@otokyo 28

[Documenting Saylor @saylordocs]

Damn! Bought this Shitcoin back in 2013 and I am down 50%.

[Darrell MacMullin @DMACmullin]

@LindsayDunnTV Always a unique and authentic reporting angle. Appreciate you Lindsay!

[Natalie Brunell ⚡️ @natbrunell]

I’ve been in Bitcoin since 2017…

If you’re panicking then you don’t understand what you own.

Good thing there are some great books out there to help 😉

[Darrell MacMullin @DMACmullin]

@mikaelgrev Why should the Canadian gov trust the US ?