Ernest Shackleton

$TSLA • $BTC • $TLT

[Ernest Shackleton @EShackleton1874]

Here is the problem, over the past 5 years many equities have 10x Bitcoin return, even over 10 years NVDA beat it - the digital gold narrative may be true, but BTC is a retirement asset now, if you want present day lifestyle returns, equities is where its at.

🚀 Space → ASTS +1,558%
🤖 AI → NVDA +1,400%
💊 Pharma → LLY +480%
🏗️ Infrastructure → VRT +1,300%
☢️ Nuclear → CCJ +470%
🪨 Metals → AMR +1,080%
💻 Tech → SMCI +1,100%
₿ Bitcoin → +108%

If you are tired of waiting for the alligator jaws to close, cash a little out and come play with @ShardiB2

[Seth @seth_fin]

🚨 US stock futures dumps after market. Retraced the whole pump of yesterday.

$QQQ $NDX -1.02%
Bitcoin and crypto followed down. BTC hanging at 82.7K

[Ernest Shackleton @EShackleton1874]

@RaoulGMI the short term risk is the politicization of AI/Data Centers

[unusual_whales @unusual_whales]

BREAKING: "Speculative data center debt is being repackaged and sold to pension and retirement funds, university endowments, and other institutional investors in a manner eerily reminiscent of the subprime bubble," per AFR

[unusual_whales @unusual_whales]

BREAKING: Goldman Sachs says investors’ appetite for risk is collapsing.

Its risk-appetite indicator has turned negative for the first time since April, hitting its lowest level since the early days of the Iran war.

Investors are dumping AI stocks and piling into US Treasurys, even after a hotter-than-expected inflation report.

It follows Goldman’s warning yesterday that investor positioning has turned increasingly defensive.

[Ryan Detrick, CMT @RyanDetrick]

CoreWeave has a market cap of less than $34 billion and has more than $51 billion in total long term debt. $CRWV

😐😐

[Ernest Shackleton @EShackleton1874]

@ShardiB2 I guess easier divisibility maybe but USD stable coins do that and are kinda key for exporting the debt 🤷‍♂️

[Ernest Shackleton @EShackleton1874]

@ShardiB2 Doesn’t she have BTC at like $1.2M then also

[gript @griptmedia]

Housing Minister James Browne has confirmed that persons granted refugee status or permission to remain can access social housing lists "on the same basis as an Irish citizen," undermining recent statements by his party leader Micheál Martin:

https://t.co/O1HLixh7Ez

[Barchart @Barchart]

BREAKING 🚨: South Korea

South Korean Stocks continue to plunge and have now taken out the July lows 📉 👀 😱

[Ernest Shackleton @EShackleton1874]

@epictrades1 I think its just here on X - mainstream is bullish

[Ernest Shackleton @EShackleton1874]

@RyanDetrick @grok did the Dow end the year higher or lower after black Monday ?

[Ernest Shackleton @EShackleton1874]

@Polymarket if they are seen to be rushing it at a lower than $2T valuation on top of the neocloud drama...

[unusual_whales @unusual_whales]

U.S. job numbers keep getting revised lower, per Bloomberg.

Since the start of 2025, initial jobs reports have been revised down in 16 of 20 months, cutting a total of 793,000 jobs.

That’s an average of nearly 40,000 jobs a month that were reported, then quietly erased.

[Ernest Shackleton @EShackleton1874]

@scottmelker Plus massive sustained insider selling 👀

[Ernest Shackleton @EShackleton1874]

@JuliaLaRoche No way ✌️ JKU here didn't know they even did them in diesel !

[Ernest Shackleton @EShackleton1874]

@JuliaLaRoche what is this Diesel vehicle you drive ???

[Financelot @FinanceLancelot]

"They weren't being stupid... They just didn't care."

[Ernest Shackleton @EShackleton1874]

@unusual_whales 💯 - worst white collar jobs market on record, its going to show at the midterms