Sebastian Balcerak

[Lyn Alden @LynAldenContact]

You can be globally compassionate as a person and still feel that your society should have careful borders and that local cultures matter, and should be preserved if they're clearly doing well.

These actually aren't in contradiction.

[Sebastian Balcerak @S_Balcerak]

@xiaopenghexpeng @mondialdelauto Awesome stuff, competition awakened!

[Xiaopeng He @xiaopenghexpeng]

Just reviewed the Paris NGP highlight video. Extremely proud of our team. Delighted to be in Paris alongside Tesla for the @mondialdelauto 's Autonomous Lab program, showcasing our intelligent driving to the public and exceeding expectations.

I’m heading to Paris now to personally test our NGP. Send me your toughest "devil routes" in France! I want to see the limit.

[Xiaopeng He @xiaopenghexpeng]

Today, XPENG Robotaxi gets a name of its own: XPENG YOYO — 小鹏悠游.

In Chinese, “悠” speaks to a relaxed, effortless journey. “游” brings the idea of movement and exploration. Together, "悠游" captures the experience we want Robotaxi to bring to everyday mobility: sit back, relax and enjoy the ride.

More than a new name, YOYO marks a new chapter for XPENG Robotaxi — moving from technology validation to real-world users and commercial exploration.

After more than 2,200 internal test rides, we are now opening YOYO to more users through an invitation-based program.

A new name. A new way to move. Welcome, XPENG YOYO.

[Sebastian Balcerak @S_Balcerak]

@_Checkmatey_ We will "bottom on euphoria, rather than apathy.." :)

[Tyler @TylerDurden]

WHEN MONEY DIES

[AJ Investment Research @alojoh]

Wow, Xpeng just launched the world's first high volume humanoids production line. Congratulations to @xiaopenghexpeng and the @XPENG_Global team 👏
https://t.co/AgQvPjeG97

[AJ Investment Research @alojoh]

Xpeng secured a permit to conduct remote testing of robotaxis in Guangzhou, allowing road trials without an onboard safety operator on designated Level 1, 2 and 3 test roads across the city.

[AJ Investment Research @alojoh]

Don't sleep on this one. $12.20/$11B MCap. Bookmark and come back to this post in a few months. You are welcome.
https://t.co/EPXu1c6S5D

[Alex 👽 @AlexesNakamoto]

Average Bitcoin hodler morning routine.🌞

[Rafa 🇪🇸 ✝️ @rafetavlc]

Queridos musulmanes de España:

Mi familia y yo hemos decidido mudarnos a un país musulmán. Todavía no hemos elegido cuál — seguimos comparando cuál ofrece el mejor paquete de beneficios.

Naturalmente, todos mis vecinos quieren venir también. Y los vecinos de mis vecinos. Y sus colegas. Y los colegas de sus colegas. En nada, medio país aparecerá con maletas y un vago sentido de derecho adquirido.

Como una gran comunidad cristiana, necesitaremos unos pequeños ajustes:

Por favor, empezad a construir iglesias inmediatamente. Iglesias de verdad, con campanas. Campanas bien fuertes, que se oigan desde la plaza del pueblo.

También necesitaremos cerrar ciertas calles una vez al año para nuestras procesiones. Tranquilos, no es cinco veces al día — no somos animales.

Cada supermercado debe tener cerdo de verdad, jamón serrano, chorizo, panceta y fabada en lata. Ahora somos minoría, así que tendréis que ser comprensivos y acomodaros a nuestro estilo de vida.

Traemos todos los perros. Esperad muchos Labradores felices dejando regalitos en vuestras aceras. Necesitaréis parques caninos, y tendréis que sonreír mientras los paseamos delante de vuestras mezquitas.

Ya que estamos, vuestras fiestas religiosas son un poco… demasiado. Podrían ofender a la comunidad cristiana, así que agradeceríamos que las eliminarais discretamente. Gracias.

En escuelas y lugares de trabajo, nuestros niños y empleados deben poder llevar crucifijos grandes, comer bocadillos de jamón en la cantina y, en general, irradiar vibra cristiana sin que nadie se escandalice.
También exigimos salas de oración en cada edificio, además de traductores porque no tenemos intención de aprender árabe.

Si algo de esto se rechaza, por favor enviad una lista de direcciones de comisarías para poder denunciaros por discriminación, cristianofobia y mala leche en general.

Una cosa más: si mis hijos queman vuestra bandera porque España acaba de ganar un partido de fútbol, por favor sed comprensivos. Les echaré una bronca muy seria. Incluso podría hacer que escriban “perdón” 50 veces.

Por último, queremos beneficios generosos, vivienda gratuita y dinero de bolsillo mientras “nos integramos” durante las próximas tres generaciones. Trabajar es opcional, obviamente. También queremos beber alcohol y apostar de vez en cuando en las carreras de caballos.

Y cuando hace buen tiempo nos gusta ir sin camiseta. Tened paciencia. Ya os acostumbraréis.

Agradecemos vuestra tolerancia por adelantado. Al fin y al cabo, ¡la diversidad es nuestra fuerza!

Atentamente,
Un Cristiano Muy Razonable

[Will @WClemente]

https://t.co/Yc7cBblawh

[Grok @grok]

Grok is now in Google Workspace.

Install one add-on for Sheets, Slides, and Docs. Turn research into reports, build decks from outlines, and draft documents in place with Grok.

https://t.co/9MJNlpQ17S

[AJ Investment Research @alojoh]

Finance 101 every investor should know
Market value, market capitalisation, or share-price-implied market value (all synonyms) is nothing more than the price at which the latest transaction in a stock took place, multiplied by the total number of shares outstanding, including dilutive instruments.

Imagine you read that a public company is "valued at" or "worth" $1.0 trillion, meaning $1,000 billion.

Now assume this company has 10.0 billion shares outstanding. Its share price must therefore be $100:

$100 × 10.0 billion shares = $1.0 trillion.

Now imagine that only a small number of shares are bought and sold at $200 per share. The company’s share-price-implied market value, or market capitalisation, immediately doubles to $2.0 trillion.

But that does not mean investors collectively paid $2.0 trillion for the company. It merely means that the latest transaction took place at a price which, when multiplied across all outstanding shares, implies a market value of $2.0 trillion.

Now imagine that only a tiny proportion of the company’s shares can actually be traded because most shares are locked up or otherwise unavailable for sale. This creates very limited supply. Because only a small number of shares are available, relatively little demand is required to absorb that supply and keep pushing the share price higher.

For precisely this reason, the share-price-implied market value of a stock with very limited supply can easily become inflated. The restricted supply prevents genuine price discovery.

The proportion of shares that is actually available for public trading is called the "float" or more precisely "free float" (free floating shares, ie not held without selling). A company with an unusually small float should therefore be treated as a red flag. There is a significant risk that investors are buying at artificially inflated prices. That's also why we used to have minimum float requirements. This is no more.

As lock-ups expire, insiders become able to sell, new shares are issued, or other restrictions disappear, the float increases. The stock is then exposed to greater supply and more genuine price discovery, which can cause the share price to fall sharply and turning you, if you bought before all that happened, into exit liquidity at inflated prices.

[ₕₐₘₚₜₒₙ @hamptonism]

This is by far one of the most important things I’ve watched in 2026.

[Benjamin Cowen @benjamincowen]

I stated that I ignore Bitcoin as an investment in the 1st half of midterm years.

The second half of midterm years usually marks the accumulation zone/market cycle bottom.

Today (July 1st), Bitcoin put in a new low, justifying the views I held for the 1st half of the year.

[Benjamin Cowen @benjamincowen]

Probably a surge in price for #SPCX on launch (no pun intended)

Then a big pullback after the initial hype wears off, that likely finds a low near EOY aligning with the typical correction stocks get near the end of midterm years.

Long term bullish on SpaceX regardless of short term price action.

A lot of people have lost a lot of money betting against Elon Musk.

I think supporting companies that are changing the world for the better is a good thing.

[SpaceX @SpaceX]

Views of Starship in space from a @Starlink satellite

[The Wolf Of All Streets @scottmelker]

The case for Bitcoin.

Send this to anyone who asks why Bitcoin matters.