Evan

[Evan @EvFi12]

@NjTank99 How is darin ruf not on this list Frank

[Carl Quintanilla @carlquintanilla]

Since Liberation Day, a year ago today:

* US foreign direct investment is lower

* US factories employ 89,000 fewer people

* US goods trade deficit is UP 2%

https://t.co/LJ7h0yLJXG

[Nick Timiraos @NickTimiraos]

Richard Florida: The wealthy have long threatened to leave when battling local governments over taxes. They rarely did. But their threats have teeth this time—not because they are abandoning great cities but because they figured out they don’t have to. https://t.co/zx4C1O0sBE

[Ben Hunt @EpsilonTheory]

This is what IS.

[Ben Hunt @EpsilonTheory]

Yes, tariffs will flow through to goods inflation. But the thing that breaks us is a wage-price spiral because that’s what blows up inflation expectations.

Services inflation leading higher isn’t a relief. It’s a disaster.

[Ramit Sethi @ramit]

I estimate that 95% of people buy their primary residence using exactly this logic

[Evan @EvFi12]

@EpsilonTheory Isn’t this a derivative? Wouldn’t these then be securities? Where does this fall in the whole crypto is/isnt a security debate

[Ben Hunt @EpsilonTheory]

A naked short is when you sell a stock without borrowing it. It’s illegal for broker/dealers to do this for you.

Tokenized shares are naked longs, letting you buy a stock without owning it. What Vlad and Robinhood are doing should be illegal, too.

[Christopher Hale @ChristopherHale]

Who is one of the nation’s biggest opponents of the Big, Beautiful Bill?

Pope Leo and the Catholic Church.

Twenty bishops called President Trump’s cuts to Medicaid and food stamps “an affront to the dignity of human life.”

[Evan @EvFi12]

This account continuously does a great job conveying peoples desperation and disconnection in an industry that feeds off those emotions

[Coinfessions @coinfessions]

I was 16k in debt when I took out a loan to put money in crypto at the peak of the last bull run. Now, I’ve paid my loan off and i’ve got my account back to around £20k. It’s been stressful as the pressures of not owning a house or a nice car at 26 is starting to get to me. I hope this bull run helps me change my life.

[Kyla Scanlon @kylascan]

The Jake Paulification of the startup world makes a lot of sense. Narrative-driven, founderfluencers, performance first (which can bridge to substance!). Logical outcome when virality > viability but that optimization for spectacle tends to erode trust further

[Evan @EvFi12]

@EpsilonTheory Source of talking points is…concerning

[Evan @EvFi12]

@WatcherGuru This is also not news. Who cares.

[Ben Hunt @EpsilonTheory]

There’s a word for the political philosophy which not only seeks the union of State and Oligarchy for the operation of protection rackets domestically and abroad, but revels in it. That word begins with an f.

[Evan @EvFi12]

@WatcherGuru This isnt news who cares

[Ben Hunt @EpsilonTheory]

Increasingly I think US government policy is basically whatever a hypothetical one-man roundtable of a 6th-year senior SAE brother majoring in business administration at Ole Miss would think was totally badass.

[Paul Millerd @p_millerd]

accidentally decided to listen to this weeks all-in podcast for 30 minutes

i am now dumber

[Evan @EvFi12]

@p_millerd Hope im not too late! Loved Pathless path. Pivotal moment for me.

[Benjamin Cowen @benjamincowen]

Trying to get CT to care about the valuation of their ALTs against #BTC instead of USD seems like a futile task at this point.

Many brag about their alts being up 30% against USD but refuse to acknowledge them being down 85% against BTC.