Everyone talks about capital flowing into crypto.
But almost no one asks the real question:
Is liquidity actually expanding.
or just being recycled between increasingly sophisticated players.
Because the two lead to completely different market structures.
When leaders from AI, semiconductors, finance, manufacturing, and infrastructure all move in the same direction at once, it usually means something larger is being reorganized behind the scenes.
@elonmusk@elonmusk
Do you know that the account I am messaging you from right now is partially restricted? If the issue is the letter X in the username, please let me know so I can avoid it permanently and change the name.
This has caused me significant harm and damages.
@elonmusk@elonmusk
My account @albdrani34 was suddenly suspended without any clear reason or proper notification, causing me significant harm (material and moral damage).
Please review this case, especially with your push for transparency on X. Thank you.
818,869 BTC is no longer just a treasury position.
It’s becoming a macro-scale balance sheet strategy built around long-term monetary conviction and capital market engineering.
Strategy has acquired 535 BTC for ~$43.0 million at ~$80,340 per bitcoin and has achieved BTC Yield of 9.4% YTD 2026. As of 5/10/2026, we hodl 818,869 $BTC acquired for ~$61.86 billion at ~$75,540 per bitcoin. $MSTR $STRC https://t.co/qScHXi2BBJ
It’s not the $2.2B that matters, but where it goes.
Capital is flowing back into crypto,
alongside a clear influx of AI talent.
Is there real capacity to absorb this shift?
The real AI risk isn’t intelligence.
It’s misalignment with truth.
A system that sounds right but isn’t…
is more dangerous than one that simply doesn’t work.
David Sacks made a strong case for keeping AI truthful.
In a recent conversation, he agreed with Elon Musk that we must prevent AI from being trained to lie or push heavy ideological biases. He pointed to early problems like Google Gemini as examples of what can go wrong when truth is compromised — because a dishonest AI could deceive us about its own actions.
Sacks is slightly less pessimistic than Elon overall, but both emphasize the need for America to lead AI development so China doesn’t dominate. His main concern isn’t killer robots, but governments using AI for widespread surveillance and control.
This hits hard because the direction of AI may depend less on raw power and more on whether we keep it honest and prevent authoritarian misuse.
Personally, the focus on truth-telling AI feels like one of the most important principles we should fight for as this technology advances.
Do you think keeping AI maximally truthful is one of the most critical safeguards, or are there bigger risks we should prioritize?
The casino isn’t the problem.
It’s when people think they’re in the church while acting like they’re in the casino.
That’s where capital gets destroyed.
Warren Buffett on current market conditions at the 2026 Berkshire shareholder meeting
"I have compared the market to a church with a casino attached. People can move between the church and casino. I would say there are more people in the church than people in the casino. But the casino has gotten very attractive to people."
@elonmusk I am currently experiencing the horizon of the event or the moment of uniqueness, which is when everything you fear will happen happens, and then all fear vanishes.