BeCool

seed investor. lawyer(US). AI가 사피엔스 마지막 투자 분야. All subjective. No advice.

[BeCool @KIPgroup]

THE NEW NEW WORLD ORDER

TANGOS not MANGOS

Tesla $TSLA
Anthropic
Nvidia $NVDA
Google $GOOG
OpenAI
SpaceX $SPCX

[Polymarket Money @PolymarketMoney]

THE NEW WORLD ORDER

Meta
Anthropic
Nvidia
Google
OpenAI
SpaceX

[zerohedge @zerohedge]

Nobody is trading stocks any more: it's all just options and levered ETFs

[Jim Cramer @jimcramer]

Predictable: traders/gunners/speculators selling anything tech to make room for SpaceX. Club members know this was what i was most worried about.... Revisit some of yesterday's prices...

[BeCool @KIPgroup]

@Alisvolatprop12 이렇게 돈 버는 걸 전문용어로 앞으로 벌고 뒤로 남긴다고 합니다. ㅎㅎ

[BeCool @KIPgroup]

@nowlovepan 거꾸로 하셨군요.

[Bull Theory @BullTheoryio]

BREAKING: Japan's PPI came in at 6.3% in May vs expectations of 5.5%, the highest reading since March 2023.

This reading makes a rate hike to 1% almost certain.

[BeCool @KIPgroup]

@Alisvolatprop12 최고 👍

[Alis volat propriis @Alisvolatprop12]

이제 여길 본격적으로 굴릴 시간이 온 것 같군요…

[The Kobeissi Letter @KobeissiLetter]

BREAKING: China bought +10 tonnes of gold in May, the largest monthly addition since January 2025.

This follows +8 tonnes acquired in April, marking their 3rd consecutive monthly net purchase.

China has now bought gold for 19 consecutive months, the longest streak since at least 2015, when its central bank began publishing more regular data on its gold reserves.

This brings China's official gold reserves to a record 2,331 tonnes, worth over 9% of their total FX reserves.

The country is also the 3rd-largest central bank buyer year-to-date, after Poland and Uzbekistan, with a total of +27 tonnes added.

China’s demand for gold is accelerating.

[World Cup 2026 @WorldCupMedia]

World Cup starts tomorrow! 🏆

[BeCool @KIPgroup]

접시를 닦아도 스엑에서 해야 백만장자 됩니다.

[Polymarket @Polymarket]

JUST IN: SpaceX IPO reportedly expected to mint 4,000 new millionaires — “from engineers to cafeteria workers”

[BeCool @KIPgroup]

스엑이 수급 면에서는 최악이다.
1. 일단 초기에 락업이 없다. 아마도 직원들에게는 큰 혜텍이니 주관사와 사모펀드들은 이 때 엄청 내놓을 듯.
2. 60일 지난 후에는 20%가.
3. 상장가보다 30% 이상이면 10%가 자동으로 풀린다.
4. 70, 90, 105, 120, 135일이 지난 후에는 각각 별도의 7%가 풀린다.
5. Q3 어닝 발표 후에는 또 28%가 풀린다.
6. 11월말경이면 93%의 내부자의 락업이 풀린다.
7. 일론은 366일에 풀린다.

그런데 반전은 스엑이 225억불의 수익을 낸다는 것, 그것도 구글, 앤트로픽으로부터 캐시로.

우주급 주식이긴한데... 걍 빠질 때마다 화성에 갈 차비로 조금씩 살까요?

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 SPACEX IPO IS THE BIGGEST CASH-OUT IN HISTORY!!

Listing June 12 at $1.75-$2 TRILLION valuation.

Bigger than Microsoft from day one.

Sitting behind only Apple and Nvidia.

Now look at what's actually behind that number:

- $4,280,000,000 loss in Q1 2026 alone.
- $41,300,000,000 in total losses since founding.
- 95% of every share sitting in private insider hands right now
- $1,660,000,000,000 of wealth waiting for the door to open

Here's the part Wall Street isn't advertising.

Normal IPOs lock insiders out for 180 days.

SpaceX rewrote those rules entirely.

60 days after listing 20% of insider shares unlock.

Stock runs 30% above IPO price another 10% releases automatically.

Days 70, 90, 105, 120, 135 - fresh 7% chunk drops at each step.

After Q3 earnings another 28% hits the market.

By late November 93% of eligible insider shares are already free to sell.

This isn't a company going public to raise capital.
This is the most precisely engineered exit Wall Street has ever approved.

Every time a major IPO ran loose lockups.

It looked incredible for a few weeks

Then the supply started hitting and it bled for months without stopping.

I have seen this pattern before.

This sounds SCARY, but I'll keep you updated on everything here.

When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money.

Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon.

Many will regret not following me earlier...

[Alis volat propriis @Alisvolatprop12]

투기를 한다면 방망이를 짧게 (손절을 빠르게, 익절은 길게) 잡아야 할 것이고, 긴 시계열로 투자를 한다면 -50% 정도는 웃어 넘길 수 있어야 한다고 평소 생각하고 있습니다. 물론 근거가 훼손되었다면 시계열이고 똥이고 집어치워야죠.

DYOR

[Alis volat propriis @Alisvolatprop12]

미안해요 일론, 지금 스엑에 내 자금을 낭비할 순 없을 것 같아요.

[BeCool @KIPgroup]

@Alisvolatprop12 맞아요! J 커브라니깐요. 그런데 내부자 주식의 90%가 연말까지 나올 수 있어요. 대박! 🤣

[Polymarket @Polymarket]

NEW: Samsung invests $175 million to become top shareholder in U.S. genetics firm Element Biosciences.

[BeCool @KIPgroup]

@Kalshi_Finance 흥해라 $NVDA Jensen Huang!
@nvidia

[Kalshi Finance @Kalshi_Finance]

JUST IN: Nvidia is now worth more than Japan

[BeCool @KIPgroup]

@GONOGO_Korea @sumerjangir9966 가오 빼면 시체 고노고 😁 상남자야 👍

[BeCool @KIPgroup]

@Alisvolatprop12 미국이 생각보다 인프라가 약합니다. 민주주의라 주민 반대도 심하고 복잡하고.
그렇다구요. 😅

[Alis volat propriis @Alisvolatprop12]

수요가 떨어져서가 아니라… 그리드 연결도 BTM도 못할 것 같으니까…

결국 하이퍼스케일러는 다른 곳에서 컴퓨팅 파워를 찾아야할 것

[Barchart @Barchart]

BREAKING 🚨: Japan

Japanese Yen approaching its weakest level against the U.S. Dollar in almost 40 years 📉🇯🇵