Jeff Pierce

IT Industry veteran. Co-founder Civic Tech startup, Media and Technology space. UPenn - go Quakers!

[Alex @ajak1033]

The Spurs know how to TAKE the lead, they just don't know how to HOLD the lead. And that's really the most important part of the lead: the holding

[Neil deGrasse Tyson @neiltyson]

Not that anybody asked, but the last time the @NYKnicks won a championship, the Periodic Table had 11-percent fewer Elements.

[Omar Artan @OmarArtand1]

I am deeply grateful for the overwhelming support, encouragement, and kind messages I have received from people around the world. Your solidarity has reminded me that football unites us beyond borders. Thank you to everyone.

[Reuters @Reuters]

Pope Leo sat with the pilots of a flight from Madrid to Barcelona on the second leg of his Spain tour. The pontiff was invited aboard by one of the captains, and waved at Spanish Air Force fighter jet pilots escorting the plane https://t.co/pbv4UuLWFo

[Massimo @Rainmaker1973]

The reaction of dogs when the father leaves the living room vs. when the mother leaves

[ArtButMakeItSports @ArtButSports]

Hercules and Nessus, by Giambologna, 1599

[PadSplit @PadSplit]

Weekly turnovers.
Regulatory bans.
Declining margins.

Or…

97% rent collected with longer stays.

See why hosts are switching to PadSplit.

[greg @greg16676935420]

@Kalshi I can’t be the only one who sees it

[Footballogue @Footballogue]

🔴 Énorme DINGUERIE encore des États-Unis...

L'arbitre somalien Omar Artan 🇸🇴 s'est vu refuser son entrée aux États-Unis, alors qu'il est sensé officier pendant la Coupe du Monde ! 🙄

Malgré l'aide appuyée de l'ambassade somalienne de Nairobi, qui lui a fourni un PASSEPORT DIPLOMATIQUE, M. Artan a dû faire demi tour à son arrivée aux USA.

On parle d'une personne qui a été élue MEILLEUR ARBITRE AFRICAIN EN 2025 ! 🤦‍♂️

(@Romain_Molina)

[William Shatner @WilliamShatner]

🤨 What kind of a question is that‽ 🙄👋🏻

[Talking Friars @TalkingFriars]

"Soto decided not to run!"

$765 million by the way...Yikes

[Massimo @Rainmaker1973]

There is no red in this picture.

Your brain is filling in the red color. The picture is made entirely of light blue, black, and white.

[🖼️ Akiyoshi Kitaoka]

[Jeff Pierce @_JeffPierce]

@stephen_richer As an election worker, I have seen first hand that widespread fraud is virtually impossible and no election denier has put forth a credible plan to show how one could do it. A delay to cure mail-in ballots is legitimate for voter rights as well.

[Jack J @Jack_Frodo]

tag @HunterBiden instead of grok for your questions from now on.

[sid @immasiddx]

During your life, you will meet a lot of people like Raj.

It is important that you ignore them.

[Out of Context Human Race @NoContextHumans]

😂😂😂

[Jeff Pierce @_JeffPierce]

@i_am_jan_marie @RepFine @Moke1966758 It is a felony to sign and return a ballot that is not yours. Rep Fine also doesn't understand that vpter roles dont purge people automatically. Many people move or leave a state and never report that to the dept of state. So, lots of names are on the rolls, but never are votes

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Bitcoin just dropped from $74,000 to $67,500 in 48 hours. On no real news.

One thesis that fits the data:

The exit liquidity rotation has begun.

In the next months, four companies are raising over $350 billion in fresh equity:

– SpaceX IPO: ~$75B
– OpenAI raise: ~$100B
– Anthropic raise: ~$100B+
– Google net equity issuance: ~$80B

That money has to come from somewhere. Existing portfolios. Risk-on capital. Cash.

Bitcoin is the most liquid risk-on asset on earth. Selling it is the fastest way to free up dollars without triggering tax events on long-held equity positions.

If the most religious Bitcoin holders – the corporate treasuries, the funds, the whales – are even partially rotating to participate in the largest IPO cycle in history, you don't need a news catalyst to explain the drop.

You just need the supply curve to flip.

This isn't bearish on Bitcoin long-term. It's a sign that the entire risk-on crowd is preparing to absorb the largest equity issuance year since 2000.

When the marginal Bitcoin holder needs to be on a SpaceX cap table, Bitcoin goes down for reasons that have nothing to do with Bitcoin.

The exit liquidity avalanche doesn't just hit overvalued stocks.

It hits anything liquid.