To remind everyone what really happened that night:
• They cut off testicles and shoved them into the victims's mouths.
• They stabbed pregnant women in the womb and raped them.
• They beheaded people.
• They gouged people's eyes out.
French authorities worked overtime to keep these details away from the public.
And apparently, the mastermind behind this atrocity will soon walk, because European leaders are cowards and traitors who will never do the right thing.
🚨THE FBI CREATED A FAKE CRYPTOCURRENCY.. LISTED IT ON UNISWAP.. HIRED MARKET MAKERS TO PUMP IT.. THEN ARRESTED EVERYONE WHO SAID YES..
THIS IS THE CRAZIEST LAW ENFORCEMENT OPERATION IN CRYPTO HISTORY!!!
The FBI built an actual ERC-20 token on Ethereum called NexFundAI.. 100 billion token supply.. A professional website.. Whitepapers promising "passive income through AI-powered investing"..
It looked exactly like every other crypto project.. Because that was the point..
Undercover agents posed as the founding team.. Then reached out to professional market-making firms and said "we need you to fake our trading volume"..
Every single firm said yes..
Here's what they recorded..
Gotbit.. A firm run by a 26-year-old Russian who publicly bragged in 2019 that he built a business faking trade volumes.. His team kept internal spreadsheets with columns literally labeled "fake volume" vs "market volume"..
When asked how fast they could pump NexFundAI's volume to $1 million per day.. They said "6 hours.. It will cost about $200"..
$200 to fake $1 million in daily trading volume..
MyTrade.. Run by a guy who called himself "the mastermind".. He explained the exact psychology of the scam on camera..
"We make the chart look like a really nice roller coaster ride.. That's where people jump in.. We have to make them lose money in order to make profit"..
He said that on a recorded FBI video call..
CLS Global.. A Dubai-based firm.. Their bots generated 98% of NexFundAI's total trading volume.. When the FBI asked if they could sync fake volume spikes with fake news announcements.. They said absolutely..
ZM Quant.. Bots executing 10 to 20 trades per minute through dozens of wallets to look organic..
All of them knew it was fraud.. All of them did it anyway.. All of it was recorded..
And the clients were even worse..
Saitama.. A meme coin that hit $7.5 billion market cap.. The founders coordinated buys through private Telegram chats.. Sent "pump it" memes while manipulating the price.. Then dumped on retail investors..
$7.5 billion.. Built entirely on fake volume.. Every penny of real money came from retail investors who thought the momentum was organic..
One founder left Saitama and started Robo Inu.. Used Gotbit again.. Another launched VZZN.. Same playbook..
Lillian Finance.. Founder claimed to be a defense contractor who addressed Congress.. Marketed the token as funding children's hospitals.. Pocketed everything..
When the FBI shut it down.. They seized $25 million in one day.. 18 people indicted across the US, UK, and Portugal.. The CEO of Gotbit was arrested in Portugal and extradited.. Sentenced to 8 months plus $23 million forfeiture..
But here's the part that broke my brain..
Real people bought NexFundAI..
The FBI's fake token.. With zero utility.. Zero real developers.. Created solely to catch criminals.. Attracted real retail investors because the fake volume made the chart look bullish..
When the FBI pulled the liquidity to end the operation.. Those people lost real money.. On a government-issued token..
The FBI had to set up a restitution portal to pay them back..
And it gets worse..
Within 24 hours of the DOJ announcing the sting.. Someone cloned the FBI's exact smart contract.. Launched a copycat token.. Rode the viral momentum.. And made $127,000 in a single day..
Using the exact same manipulation tactics the FBI just arrested 18 people for..
Then in 2026.. The FBI did it again.. New token called Lexobit.. 10 more arrests.. Including operators extradited from Singapore..
IRS forensics showed that in one firm's trading.. 1,209 out of 1,221 consecutive transactions went straight back to wallets the firm controlled.. 99% circular..
The FBI proved what everyone in crypto suspected..
The volume is fake.. The charts are painted.. The momentum is manufactured..
And every time you buy a token because "the chart looks bullish".. You might be the exit liquidity.
Jeff Bezos said the bottom half of Americans should pay zero federal income tax.
He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.”
PGY is one of my highest-conviction holds and the market just handed me a better entry on it. Pagaya printed its fifth straight GAAP-profitable quarter on May 8, beat EPS by roughly 40 percent, raised the full-year guide, and the stock is down about 12 percent since. At $13.54 the upside math got more lopsided.
TL;DR: AI credit underwriting platform, GAAP profitable five quarters running, net income up 213 percent year over year, a fresh Experian integration reaching 80M plus members, trading near 4x forward earnings while fintech peers sit around 10x. Consensus is a $26.90 mean across ten Strong Buy ratings. That is roughly a double, and the catalyst calendar between here and there is dense.
Why I own it: The edge is the gap between a company compounding real GAAP earnings and a multiple priced like it is still pre-profit. Pagaya runs the AI decisioning layer underneath banks and lenders. They do not hold the credit, they price it and route it, which is why the model throws off cash (positive free cash flow, EBITDA margin around 23 percent) while the buy-now-pay-later cohort burns it. The network is the asset and it compounds: every new bank or originator that plugs in widens the data advantage that prices the next one. At a single-digit forward multiple you are paying almost nothing for that flywheel.
The upside case: Q1 already confirmed the engine. Revenue $317.9M beat, GAAP net income $25M, adjusted EBITDA $94M up 18 percent, full-year net income guide raised to $110M to $160M, EPS $0.73 against a $0.48 to $0.52 estimate. Earnings accelerating, guide going up, and the multiple compressed anyway because a fifth of the float is short and the tape rotated out of high-beta fintech into AI semis and energy. The fundamentals moved up while the price moved down. That is the setup I want to be long into.
What re-rates it from here: Experian Marketplace now routes Pagaya's AI underwriting to 80M plus members against a trillion-dollar-plus loan data set. Upstart ABS, Sezzle BNPL, and Global Lending auto are onboarding. Q1 pulled in $2.1B of fresh institutional funding. The next hard catalyst is the Q2 print in August, and a fifth of the float is short into an accelerating earnings story with a 4 day cover ratio. Any one of those clears, and a 4x multiple on a profitable compounder does not survive contact with it.
The math: base case is 55 percent weight to roughly $25 in 12 months, the bull path is $40 on partner ramps stacking with a short unwind. Probability-weighted that is close to a double from $13.54, in line with the $26.90 Street mean and the $33 high. The risk I size for is funding tightening or growth rolling under 10 percent. Neither showed up in Q1. Earnings accelerated. Until one of them prints, the selloff is the discount, and I am holding the position into the upside.
Posting the math, not a trade for anyone else.
Spent yesterday’s 1-on-1 walking a trader through the exact AI systems I’ve built into my process.
Discretion got me here. AI is what’s letting me execute at a level I couldn’t reach alone.
The edge isn’t the tool. It’s knowing what to ask it.
@AiTradeSystems#AiTrading