"Sternstunde des Kapitalismus": Alle linksradikalen Hater grüßt @ulfposh und feiert, wie Elon Musk mit SpaceX viele ganz normale Menschen, die seit Jahren für ihn gearbeitet haben, zu (Multi)Millionären gemacht hat.
The biggest marketplace on earth won't be assets humans own. It'll be the data AI needs. And we won't see any of it.
I sat down with @jvisserlabs to map out Reed's Law, the invisible economy, the AI supercycle, and what it all means for capital markets. As ever, please enjoy!
This is the chart that everyone should be watching.
If the Token Pricing rolls over, everything from the memory trade to the broader hard-ware and data-centre trade is over for this cycle imho.
The whole setup depends on this..
Zum Thema Osterweiterung der #NATO!
Es gibt ja immer welche, die das bestreiten;und alles besser wissen wollen!
Darum hier zum auffrischen der Gehirnzellen noch einmal im Original vom 03. Februar 1990.
#RichtigErinnere
Bitcoin has only had 2 years of institutional buyers making the floor - anyone saying:
- sell in may and go away
- 4 year cycle
- it did something in the past
Is an idiot.
They will hurt you. We following US liquidity which is about to go bananas. 🍌
Yes, there are heaps of leveraged longs below but Binance no longer has the firepower to hunt them. They lose equity and are already 400k $BTC behind Coinbase.
The market is changing and Clarity will pass. This means:
Types of Institutions Likely to Buy or Increase Bitcoin Exposure on Clarity Act
1. Traditional Banks and Custodians (e.g., BNY Mellon, State Street, JPMorgan, community banks/credit unions)
• Can offer custody, trading, and related services more freely.
• Some are already exploring or piloting; clarity removes hesitation. Banks may also integrate Bitcoin into treasury management or client offerings.
2. Asset Managers and Investment Firms (e.g., BlackRock, Fidelity, Morgan Stanley)
• Already active via Bitcoin ETFs (which have seen massive inflows). The Act strengthens the foundation for broader spot holdings, tokenized products, and portfolio integration.
• Easier modeling of risks and compliance.
3. Pension Funds and Retirement Plans (public and private, including 401(k)s)
• Public pensions in several states have begun limited exposure; federal clarity (plus related DOL/EO developments) reduces fiduciary liability concerns for “alternative assets.”
• Sovereign wealth funds and large endowments are often cited as waiting for this exact regulatory green light.
4. Insurance Companies
• Can allocate reserves or general accounts to Bitcoin/ETFs with clearer accounting and risk-based capital treatment under the new framework.
5. Hedge Funds, Family Offices, and Private Equity/Venture Firms
• Already significant players; the Act enables more seamless integration into funds-of-funds, prime brokerage, and structured products.
6. Corporate Treasuries (public companies)
• Firms like MicroStrategy pioneered this; clarity makes it a more standard treasury strategy for diversification and inflation/hedging.
Did I get your attention?
.@suinetwork we're aiming for mass adoption of crypto payment rails
being JUST BETTER than traditional rails won't cut it. we have to make them obsolete
not 2x better, not 3x, being 100x better is the only way we win
Was ist mit dem alten Friedrich Merz passiert?, fragt Ulf Poschardt
Danke Ulf, ich schließe daran mal die Frage an: Was, wenn es diesen Friedrich Merz niemals gab? 😉
Wer seine Überzeugungen von heut auf morgen dermaßen fallen lässt, hatte sie nie. https://t.co/GajTumjtdT
De toekomst van mobiliteit is aangebroken
FSD Supervised has been approved in the Netherlands 🇳🇱 & will begin rolling out in the country shortly!
Trained on billions of kilometers of real-world driving data, it can drive you almost anywhere under your supervision – from residential roads to city streets & highways
No other vehicle can do this.
We're excited to bring FSD Supervised to more European countries soon
RAOUL PAL JUST CALLED THE PEAK. 🚨
Bitcoin. 2026. Q2.
The man who called every major cycle turning point.
Is calling this one too.
2020 bottom. Called it.
2021 peak. Called it.
Now he says don't sell early.
You survived the dip.
Don't give up the run.
Early sellers in 2021 regretted it.
Early sellers in 2026 will regret it more.
Q2 is still ahead.
The peak isn't in yet.
Yup. Tesla FSD (Supervised) is ready for Europe. This new v14.2.2.5 footage from the Netherlands is great.
Potential approval in the Netherlands on April 10th.