Yeh

$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

[Yeh @Yeh_Capital]

This shit hits much harder these days, I was too cocky last couple months just because I made some money, so it makes me think I’m “good” but I’m not, I might be right at some points but what’s the meaning of it that you not make money from it?

[Ruth Capital @ruth_capital]

if I were to guess (completely useless information, because reacting is better than predicting), we are topping out in 2025 Q1, and then seeing a sizeable correction/pullback afterwards to flush out some chasers in size -- even as someone who is bullish, the sustainability in terms of volatility indicators is beginning to flash me signals

still long, still many awesome setups, still tons of juice to be seen -- but slowly, and surely, I'll be taking chips off the table, and I don't care where it goes next after that 2025 Q1 (maybe July by the latest) -- already made my piece

how am I wrong? two ways -- we are flat, and range before preparing next leg up in the coming quarters, OR, we self-correct right now to reset some of the momentum

either way, I have been a proponent of opinion that this cycle, especially in $BTC, will be shorter, given how extremely fast we advanced this much

still tons of people sidelined, still long, but will be mindful not to get rugged into oblivion as some folks got in the past -- we learn from those mistakes

bonus: not saying we will crash in 1-2Qs, just speaking in terms of a reasonable pullback

[Nicholas Mugalli @RealNickMugalli]

@stevencheng Agreed but it hasn’t worked this decade at all. You don’t get rich by buying 100 companies, you get rich by going all in on highly convicted ones

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[Reads with Ravi @readswithravi]

Marcus Aurelius wrote this over 1800 years ago:

“Be satisfied with even the smallest progress.”

[Yeh @Yeh_Capital]

@mvcinvesting Woe

[Yeh @Yeh_Capital]

Buy @TempusAI

[Elon Musk @elonmusk]

@EricTopol Despite its obvious misuse during Covid, mRNA has tremendous promise for curing diseases.

Artificial RNA essentially makes curing diseases a software problem.

[Eliant Capital @eliant_capital]

You don’t own enough hard assets

[Yeh @Yeh_Capital]

Can't believe that they are delisted

[Yeh @Yeh_Capital]

SkyWater Technology $skyt D/D

$skyt occupies a unique niche in the semiconductor foundry landscape as the only U.S.-owned pure-play foundry with full government trust credentials.

The company operates under a unique Technology-as-a-Service (TaaS) model that differentiates it from traditional foundries by offering customized process development alongside manufacturing. (like $TSM / https://t.co/8k4wlCh458 )

[Yeh @Yeh_Capital]

@zipline @Uber @Keller @UberEats Can these drones deploy to battlefield?

[Yeh @Yeh_Capital]

@bstaples @charlietlamb @OpenAI @AnthropicAI @vercel @Cloudflare @cursor_ai @cognition @linear Just switch to @gitlab !

[Yeh @Yeh_Capital]

Switch to $GTLB ! @gitlab

[Polymarket @Polymarket]

BREAKING: GitHub is currently experiencing a widespread outage.

[Yeh @Yeh_Capital]

@MikeSilagadze @KASTxyz FTX 2.0

[Yeh @Yeh_Capital]

@IntCyberDigest Jeffrey have more ethics than this couple

[Yeh @Yeh_Capital]

@MikeSilagadze Nice update! Impressive

[Aakash Gupta @aakashgupta]

Jon Hamm's entire life ran a decade behind schedule, and it kept working out.

His mother died when he was 10. His father when he was 20. He spent his 20s waiting tables and teaching drama at his old high school in St. Louis. His agency dropped him. He gave himself until 30 to make it as an actor.

Mad Men found him at 36.

Then came 2015. The show ended, his 18-year relationship ended, and he went through rehab, all within months of each other. The final episode of Mad Men put Don Draper at a retreat in Big Sur, where a young actress played the receptionist who checks him in.

Five years later, they started dating. In June 2023 he married her, at 52, on the exact patch of Big Sur coastline where they filmed that episode.

Now he's expecting his first child at 55, with the woman from the final scene of the show that made him.

[Yeh @Yeh_Capital]

@MurrayHillGuy1 @elonmusk

[Yeh @Yeh_Capital]

Type shit

[Dehix @Dehix_Trades]

$ONDS anytime I see a company start working with Israel, I already know this is about to 2-3x 😂

IYKYK
https://t.co/irdTLcxy1t

[Yeh @Yeh_Capital]

@RayDalio Made by @grok

[Yeh @Yeh_Capital]

@Mr_Derivatives

[Ray Dalio @RayDalio]

I had a blast being out until 4am with my family and friends at UNVRS in Ibiza for my 77th birthday and thought I’d pass it along to turn you onto it, in case you’re in the neighborhood.