NJLinvestor

Investor in self & others. Quality over Quantity. Facts not Feelings 💚

[NJLinvestor @NJLinvestor]

👀

[Pilot Investor @pilotinvestor7]

Who is Peter Lynch?

The legendary fund manager who turned $20 million into $14 BILLION at Fidelity’s Magellan Fund (1977-1990). His 29% annual returns crushed the S&P 500’s 17%. Here’s his timeless stock selection strategy that ANY investor can use…

(LONG TERM INVESTORS ONLY)

[Phil Rosen @philrosenn]

Eric Jackson only buys stocks he expects to 100x.

He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor.

The world pays attention when @ericjackson makes a new stock pick.

This is a must-watch conversation.

0:00 - AI and crypto
3:00 - AI impact on jobs
5:33 - Bitcoin & 100-bagger ideas
15:00 - Public & Generated Assets
16:07 - Bitcoin & Opendoor, $OPEN
23:13 - Finding 100x stocks
34:51 - Better, $BETR
41:10 - Cipher Mining, $CIFR

[Luke Belmar 👽 @lukebelmar]

Sync up in Dubai with @thakkerpunit from @askgroupae to discuss Keeta, global payments, AI, and blockchain.

time to cook for this bullrun 🫡

[Maui suzuki @mauiSurfsbig]

I keep seeing people ask why, if Keeta has all of these companies working with them, we aren’t seeing those partners buying massive amounts of $KTA, and I really think people need to look at this from a real world business perspective instead of assuming that a partnership should automatically translate into somebody going onto an exchange and loading up on the token!!

Think about what would actually happen if that started tomorrow….

If several recognizable Keeta partners suddenly started buying millions of dollars worth of $KTA on the open market, you would obviously create demand, but you would also immediately wake up every holder who has been sitting on this token waiting for exactly that moment. People who have been underwater, early investors sitting on large positions, traders who have been waiting for volume, and people who simply want their money back would all suddenly have somebody on the other side of the trade.

That partner money could very quickly become exit liquidity!!

That doesn’t mean anything is wrong with and it doesn’t mean partners don’t believe in #Keeta (like so many like to claim) it is simply how markets work…when you have a relatively young asset, limited liquidity, large existing holders and a community that has been waiting for meaningful demand to finally show up.

And from the company’s side, why would a business want its first major interaction with Keeta to be spending millions of dollars accumulating a volatile token while potentially pushing the price against itself as it buys, it just doesn’t make any sense!! That is not how most serious companies/businesses think.

They are going to care about whether Keeta can save them money, settle faster, give them access to new markets, move different types of assets, connect payment rails, improve their infrastructure and ultimately make their business better. If Keeta can accomplish that, then the transactions, fees, liquidity and economic activity start coming naturally with actual usage…Keeta is very young!!

I don’t necessarily want to see Keeta’s partners become speculative KTA buyers just so we can watch the chart move for a couple of weeks. I want to see them become users of the network, because if the token economics work the way they are supposed to, eventually that usage itself should create the demand everyone keeps waiting for!!

There is a huge difference between forcing demand into a market and building something that creates its own demand.

The second one takes longer, and I know that has been incredibly frustrating to watch, but it is also the path that will lead @KeetaNetwork to success!!

🤙

[NJLinvestor @NJLinvestor]

@thakkerpunit Simplicity for the user, global connectivity, ability to trade, convert currencies and move money instantly with built in KYC for seamless ID verification. Agentic commerce enabled. All this from a mobile device, this is the way we are heading.

[Punit Thakker @thakkerpunit]

After 20 years in payments, one thing is clear:

Financial inclusion isn’t another polished banking app. It’s helping a worker move money home quickly, affordably and with the phone and documents they already have.

The next fintech opportunity is outside the app store.

[Daniel Dines @danieldines]

The best AI model still doesn't know how your business actually runs. Here's how we're changing that. https://t.co/5f74JIZntw

[Keeta @KeetaNetwork]

Stablecoins solve one problem and create another. Moving value fast is easy. Moving that value to a bank rail, another chain, or a card network usually isn’t as convenient.

On the Keeta network, stablecoins and other tokens sit alongside fiat in the same account. Anchors connect to banks in nearly any country, atomic swaps run with as-needed KYC, cross-chain transfers are native, and direct-to-card payments are coming.

That’s what stablecoins actually need: not just an asset that moves fast, but one that’s compatible with the payment industry it’s trying to join.

[Phathom @PhathomResearch]

$PATH At Investor Day, UiPath just unveiled the product that will help UiPath become THE business process intelligence platform used within an enterprise.

It is called UiPath Cartographer, and the goal of this tool is to build and maintain a company's Map of Work.

Think of the Map of Work as the single source of truth for how a company's processes are carried out - the process context intelligence. It explains what data, systems, stakeholders, handoffs, approvals, etc. are leveraged across a business to carry out its processes.

The Map of Work is a living, breathing source of truth maintained by subject-matter-experts within an enterprise that leverage the UiPath Cartographer tool.

The Map of Work formalizes the current "as is" state and the desired "to be" state. The tool then turns this "to be" state into a solution design document.

This is what Raghu refers to as "3D printing processes".

What does a company do with this solution design document? They hand it off to UiPath's coding agents to build orchestrations in Maestro according to the specifications derived from the Map of Work.

Once the orchestrations are built and in-use, the Decision Ledger automatically logs who (person, robot, agent) does what and when as the workflows are in production. The Decision Ledger output is used as a feedback loop to improve the Map of Work.

This is a self-improving loop that places UiPath's software firmly in the position of owning and maintaining a company's process context intelligence.

As an investor, this is a huge announcement. UiPath already has the orchestration tools - now they are unleashing a powerful tool for companies to map out and store their process context intelligence. This is a critical piece of infrastructure that not only improves the efficiency of Maestro orchestrations, but that ensures UiPath becomes THE platform for process intelligence.

[KeeTalk @Kee_Talk]

https://t.co/AUbvA1Sj9B

[Daniel Dines @danieldines]

Years ago, it became clear to us that our customers' hardest problem would be coordinating work from beginning to end, and we started building for it. We bet on orchestration because that is where the challenge sits. A process has to exist in a form that agents and people can both act on, held and governed in one place, and coordinated with the systems doing the rest of the work. That layer is orchestration, and it is what we chose to build the @UiPath Platform around.

Today, UiPath has been named a Leader in the @Gartner_inc Magic Quadrant™ for Business Orchestration and Automation Technologies. This one means a great deal to me. Execution is whether what we build holds up in production. Vision is whether we are building the right thing for what comes next. Being recognized in both says the direction was right, and that the market now sees it the same way.

Thank you to the UiPath team for the years of work behind this, and to our customers for trusting us.

You can read the full report here: https://t.co/jMlT5Uoaww

[NJLinvestor @NJLinvestor]

@ourcryptotalk My top pick is $KTA

[Our Crypto Talk @ourcryptotalk]

11/ $KTA | @KeetaNetwork

• Built as a settlement layer across crypto and fiat
• Fixed 1B maximum token supply
• The thesis depends on real settlement adoption

At this valuation, the gap between "high-TPS story" and actual usage is what matters most.

[NJLinvestor @NJLinvestor]

@dr_ericberg 3 grams of glycine, 100 mg of magnesium glycinate and 1 gram of reishi mushroom about an hour before bed.

[Bamber Boozler 🍻 @KW8758332185788]

California greenlights Keetas US banking engine 🇺🇸

California is the 5th largest economy on Earth and one of the hardest frameworks to crack
​
DFPI clearance places Keeta within an elite group of approved digital asset entities alongside Coinbase, Kraken, Circle and Block.

$KTA

[Sean trades @SRxTrades]

Trading isn’t hard

Waiting patiently when there’s no A+ setups is

[NJLinvestor @NJLinvestor]

@RealAllinCrypto @KeetaNetwork Nothing compares to the utility, connectivity and scale the $KTA network can bring to the financial world. @KeetaNetwork is the network of networks and is certainly worth watching.

[ALLINCRYPTO @RealAllinCrypto]

🚨KEETA has came out of nowhere with 47,793 tx/s on testnet!

This is nearly 30x $SOL's and $ICP's!

We haven’t covered @KeetaNetwork before but this is hard to ignore.

$KTA holders, what are we missing? Should we be covering this network more?

Let us know if you are a $KTA holder👇

[Chainspect @chainspect_app]

🚨 @KeetaNetwork Testnet just broke the chart

28.9 BILLION transactions in 24 hours, enough for every person on Earth to transact three times

Daily volume jumped over 376M%. Safe to say the testnet was busy 🤯

📊 https://t.co/6aaCRLblvI

[NJLinvestor @NJLinvestor]

@schenkty Well said, I agree completely. Allowing anonymous token creation and trading leaves people open to all sorts of scams that are often promoted by self proclaimed influencers via social channels.