Universal Mouse

Florida addict, love Disney & Universal, 49ers & Gaming

[BMNR Bullz @BMNRBullz]

BITMINE JUST SPENT MORE BUYING BACK ITS OWN STOCK THAN BUYING ETH.

BitMine repurchased 2.04 million $BMNR shares last week at an average of $22.48, deploying approximately $45.9 million.

Meanwhile, it added 10,452 ETH worth $24.6 million at the company's $2,356 reference price.

🔹 2026 buybacks: 22.9M shares
🔹 Total repurchased: $399.6M
🔹 Average 2026 buyback price: $17.48

That's nearly twice as much capital allocated to buybacks as new ETH purchases last week.

Tom Lee @fundstrat is making an interesting capital allocation decision here.

At these valuations, would you rather see BitMine accelerate buybacks or accumulate more ETH?

[Universal Mouse @Universal_Mouse]

@Badie912 @nickisanders

[Universal Mouse @Universal_Mouse]

First of the winter storms

https://t.co/7gMD8QPktF

[Cointelegraph @Cointelegraph]

🔥 INSIGHT: Crypto now has more upside than the AI compute trade.

Speaking with @itsciaranlyons, @jvisserlabs said he still sees three to five more years in the agentic compute story, but crypto offers the higher return potential with only slightly more volatility.

He credited the run in stocks like Micron to inference demand exploding from the end of last year, a point he made on #TRADESECRETS.

[Anthony Pompliano 🌪 @APompliano]

I spoke with @jvisserlabs this week to break down @chamath's claim that bitcoin is going to zero, the real quantum computing risk, the historic hedge fund unwind, and why AI is now smarter than all of us.

We also discuss using AI as a life coach, genetically modified war dogs, and why Eli Lilly ($LLY) could become the biggest company in America.

YouTube: https://t.co/aB5RONp6yp
Spotify: https://t.co/3PDD8tynHH
Apple: https://t.co/FANjc5kAyR

TIMESTAMPS:
0:00 - Intro
1:01 - Chamath says bitcoin is going to zero (is quantum a real threat?)
10:55 - Marc Andreessen on why people over 35 fear new technology
14:30 - The historic hedge fund unwind & what’s driving the AI sell-off
20:03 - AI is now smarter than you (using Grok to sell real estate)
23:57 - Top law schools are banning AI & what it means for your kids
28:48 - Active vs passive AI usage & running a company on AI agents
34:06 - How to use AI as a weekly life coach
39:53 - Building shared AI memory
43:28 - Warp Sciences, Palmer Luckey & genetically modified war dogs
46:21 - Why Eli Lilly will become the biggest company in America

[Universal Mouse @Universal_Mouse]

@Badie912 I agree with everything you said, I believe you have to take a long position on things you believe in and the thesis doesn’t change. I think we are just at the start of the AI revolution and you have to think in years in this trade

[Universal Mouse @Universal_Mouse]

@Badie912 its human nature

[Universal Mouse @Universal_Mouse]

@fundstrat

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

Raoul Pal on the Four-Year Window to Build Wealth, the Future of Crypto, and Why AI Changes Everything

In this episode of When Shift Happens, I sit down with @RaoulGMI, co-founder and CEO of @RealVision and founder of Global Macro Investor, for our sixth conversation to discuss the future of crypto, the accelerating impact of artificial intelligence, and why he believes the next four years could fundamentally reshape the global economy. We revisit his investment predictions, examine the thinking behind his controversial $SUI position, and explore what decades of navigating financial markets have taught him about conviction, patience, and building wealth. For Raoul, the opportunity ahead is extraordinary, but so are the consequences of getting left behind.

Why Doing Less Has Become Raoul's Investment Strategy

When we first spoke more than two years ago, Raoul was anticipating the arrival of the "Banana Zone," a period of explosive crypto price appreciation driven by expanding liquidity. That rally never materialized as he expected, but his underlying investment philosophy has barely changed.

Over the past year, Raoul has made just two purchases during significant market corrections, alongside adding a position in $ZEC. Rather than actively trading market cycles, he focuses on accumulating assets he believes will appreciate over longer periods. His principle comes down to compounding and the psychological difficulty of timing the market. Selling near a market peak might sound straightforward, but buying back after prices fall is considerably harder since investors are likely to hesitate, expect prices to decline further, and eventually find themselves watching prices recover from the sidelines.

Raoul uses deviations from long-term logarithmic price trends to identify moments when assets are particularly undervalued. Buying at depressed prices, such as accumulating Solana and Ethereum during the 2022 downturn, helped his portfolio recover to previous highs before the broader market did.

Understanding Liquidity and the Case for a Crypto Supercycle

Raoul acknowledges that the relationship between global liquidity and cryptocurrency prices has been weaker than he anticipated, as a disproportionate share of available capital has flowed into AI-related technology stocks. But he believes that situation could eventually reverse. More importantly, Raoul argues that stablecoins, tokenized assets, decentralized finance, and AI-powered transactions are creating new sources of demand for blockchain networks, and transforming crypto into essential financial infrastructure.

He considers @Ethereum and @Solana as established infrastructure networks, with other blockchains competing to become similarly important. His broader prediction is that crypto and technology could experience a prolonged supercycle extending toward 2030, resembling the accelerating technology boom of the late 1990s. That does not mean prices will rise uninterrupted. Severe corrections remain possible, but investors who focus exclusively on short-term volatility risk missing the longer-term structural transformation.

The SUI Bet and the Difference Between Conviction and Being Wrong

Perhaps the most revealing part of our conversation concerns SUI, a blockchain Raoul has publicly supported despite its price performance. He acknowledges that his purchased SUI holdings are underwater, with an estimated average entry price of approximately $1.70, excluding tokens received from the foundation.

Still, he has maintained conviction because he believes only a handful of layer-one blockchains will eventually dominate the market for blockchain infrastructure. He sees @SuiNetwork as a potential contender because of its technology, transaction capabilities, and suitability for emerging applications. But he also recognizes that impressive technology alone does not guarantee success.

What matters is adoption. He examines metrics such as active users, economic activity, and the value generated across the network. In SUI's case, he points to its economic density, or the amount of value associated with each user, as an encouraging signal. Still, without meaningful user growth, that metric cannot support his thesis indefinitely.

"I’m a massive believer, and my job is to question that," he explains.
Being early means waiting for supporting evidence to emerge, while being wrong means that evidence fails to materialize or the assumptions behind an investment no longer hold. Raoul has experienced both. He discusses his unsuccessful investment in KR1 and admits that selling losing positions remains psychologically difficult, even after decades in financial markets. His experience illustrates that conviction is valuable only when accompanied by continuous reassessment.

Why AI Could Make the Next Four Years Critical

Raoul's most consequential prediction extends beyond cryptocurrency. He believes an economic singularity could emerge around 2030, when artificial intelligence advances so rapidly that traditional assumptions about productivity, employment, wages, and economic growth no longer apply. AI could initially suppress wage growth by making knowledge-based work dramatically cheaper, then over time, improvements in automation, energy production, and manufacturing could reduce the cost of physical goods as well. But the transition will not happen evenly.

Raoul’s concern is that society may struggle through the transition before experiencing the benefits of widespread abundance. Workers could face growing economic pressure, governments may struggle with redistribution, and political opposition could intensify around AI infrastructure and employment disruption. Raoul therefore believes individuals have roughly four years to improve their financial position and create greater personal freedom.

The Real Purpose of Building Wealth

Raoul remains convinced that AI and blockchain represent a historic technological shift. He also acknowledges that his predictions can be early, his investments can lose money, and the path forward will be uncomfortable. The deeper lesson is not that investors should replicate his portfolio or assume his forecasts will come true. It is that navigating major change requires a clear understanding of what you believe, the evidence supporting those beliefs, and the purpose behind building wealth in the first place.

Rather than chasing wealth solely for status, he encourages people to identify the life they actually want and consider whether there are simpler, less expensive ways to achieve it. Because ultimately, the opportunity to prepare for the future matters only if we remember what we want that future to look like.

👉If you enjoyed reading the summary, head over to When Shift Happens on YouTube or your favorite podcast platform to access the full convo.

[Raoul Pal @RaoulGMI]

There isnt enough excess liquidity to fund the AI build out and push crypto at the same time... so it rotates.

Weve seen it recently. The AI trade slowed down and Bitcoin went up.

This is why tech stocks have had such a big run while crypto has been struggling.

From my talk at @token2049 Singapore.

[Jordi Visser @jvisserlabs]

As hedge funds continue to be forced into deleveraging with rising AI risk premium driving vol higher, agentic commerce and tokenization continue to rise with parabolic growth. As Stripe's John Collison said, agentic commerce went "vertical." This weekend's tokenized AI stock fall was a major crossover point for tokenization impact to Wall Street. I go through all of this and Bessent's next possible intervention in a subscriber video release today at 3pm.
https://t.co/kU8avdLJxi

[carrie presley @carriepresley]

Tom Lee's keynote at @token2049 🔥... with nearly 80k views in 24 hours

@fundstrat @BitMNR @FundstratDirect @FundstratCap
https://t.co/IG2CLjJZ8k

[CyberGaria @HHNGary]

A new vlog series is starting over on our channel

✈️ 🇺🇸 ORLANDO TRAVEL DAY | VIRGIN ATLANTIC FROM MANCHESTER | EXECUTIVE LOUNGE T2 | TRIBE HOTEL
https://t.co/BAUuPsZajW

[Jordi Visser @jvisserlabs]

Thanks for driving it to fruition!

[Jay Gatling @apinionsvary]

https://t.co/490RGXXUL7

[Universal Mouse @Universal_Mouse]

@mrmikeMTL Yep, PC and Xbox

[Jordi Visser @jvisserlabs]

I have had a great time joining many podcasts this year but this one with Alex Thorn at Galaxy was one of my favorites. We go deep into the merge of AI and digital assets and what the next year will look like as tokenization changes the world.

https://t.co/cHittaQZCJ

[Universal Mouse @Universal_Mouse]

@stockmom Buy the dip

[Universal Mouse @Universal_Mouse]

@stockmom Pumped some more finds into my portfolio already and plan on deploying some more cash next week as well. If you have a long term view like me just hold and relax .

[Raoul Pal @RaoulGMI]

The next four years are going to feel very different to anything we've lived through.

Your wages havent kept up with the cost of living for years now. That's the Everything Code. Governments have to keep debasing the currency to fund everything, and it's eating into your pay every single year. That part isnt new.

What is new is that we have maybe four years before the world as we know it stops working the way it does now. The exponential technologies... AI, robotics, energy, crypto... are moving so fast that the systems built for the old world cant keep up. Politics gets angrier and more divided. You cant trust what you see or hear anymore. Even the idea of running a business stops meaning what it means today. Nobody knows yet what it becomes.

This is The Economic Singularity, and The Exponential Age is pulling it towards us faster than anyone is ready for.

The window to get ahead of it all is closing.