b1ank86

[OddStats @OddStats]

Well, SHIT.

QQQ just dropped -7.29% in exactly 7 trading days from a new all time high.

You should see the 1-week forward returns and 5 day draw downs after QQQ dropped at least this much in exactly 7 days from an ATH with VXN under 40.

[Heisenberg @Mr_Derivatives]

This is ABSOLUTELY wild. The reverse mirror image is so accurate it's almost scary. Very scary.

The inverse of the 10yr yield is.... $MCD.

What a sight.

[Dr Singularity @Dr_Singularity]

humanoids progress
2025 vs 2026

[Hedgie @HedgieMarkets]

🦔When AI companies need money they can't generate from their own business, they borrow it by selling bonds to investors. They've borrowed so much so fast that Big Tech debt now carries more risk in the US bond market than the six largest Wall Street banks, according to Barclays.
Investors are getting nervous. The extra interest they're demanding to lend to tech companies has jumped 17% this year. When Amazon tried to borrow $25 billion this month, the reception was lukewarm. When SpaceX borrowed, the bonds lost value so fast that traders said they'd never seen a deal fall apart that quickly. Meta is going back to borrow more next week.

My Take
Two years ago these companies funded everything from their own cash. Now they're borrowing at a pace that's overtaken the banks in terms of how much risk they're adding to the bond market. That happened because AI infrastructure costs more than even the most profitable companies on earth can pay for out of pocket. Alphabet raised capex to $200 billion and burned through more cash than it generated for the first time in its history. Amazon, Meta, and Oracle are all in the same position.

The lenders are getting pickier, and that's where it gets uncomfortable for anyone holding these stocks. When a company can borrow cheaply and easily, it can spend as much as it wants on AI. When lenders start charging more and buying less, the spending has to slow down or the debt gets more expensive to carry. The Mag7 lost $800 billion in market cap this week. Meta is about to test whether lenders still have appetite next week. If they don't, the AI buildout hits a funding wall.

Hedgie🤗

[New York City FC @newyorkcityfc]

MATT FREESE COMING UP BIG 😤🇺🇸

[nick wright @getnickwright]

Pulisic skipped the Gold Cup—much to the dismay of many current & former teammates & his coach—to be “best ready” for the World Cup.

He then went 6 months without scoring before the World Cup & then in the 5 games of the World Cup he missed one & left two early with injury.

[The Assembly @InTheAssembly]

Cathie Wood’s ARK fund just bought $444 million of SPCX on day one.

ARK has been one of the worst-performing major funds of the last 5 years.

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[Polymarket @Polymarket]

BREAKING: Iran claims it has closed the Strait of Hormuz.

[Emerald Robinson ✝️ @EmeraldRobinson]

Just got a call from a Senate staffer.

GOP leadership can't allow the disclosure of sex harassment settlements right now.

The reason? It would harm John Cornyn.

I'm told: that particular settlement was paid to another man.

[Rosanna Pansino @RosannaPansino]

Or, perhaps, MrBeast doesn't want people to know his politics because he will lose business.

Jimmy attended a Trump rally.

He recently hired 4 Republican lobbyists including Tom Apodaco (former Republican State Senator for NC) to lobby for his company.

His bffs are people like Logan Paul and Keemstar and he looks up to and works with people like Peter Thiel and Elon Musk.

His company is based in NC, which ranks DEAD LAST for workers rights.

He took an undisclosed amount of money to build a theme park in Saudi Arabia.

MrBeast is NOT politically neutral or “Apolitical”. Don’t be fooled by his constant PR BS.

[Mayor Zohran Kwame Mamdani @NYCMayor]

Today’s military strikes on Iran — carried out by the United States and Israel — mark a catastrophic escalation in an illegal war of aggression. Bombing cities. Killing civilians. Opening a new theater of war.  Americans do not want this. They do not want another war in pursuit of regime change. They want relief from the affordability crisis. They want peace.

I am focused on making sure that every New Yorker is safe. I have been in contact with our Police Commissioner and emergency management officials. We are taking proactive steps, including increasing coordination across agencies and enhancing patrols of sensitive locations out of an abundance of caution.

Additionally, I want to speak directly to Iranian New Yorkers: you are part of the fabric of this city — you are our neighbors, small business owners, students, artists, workers, and community leaders. You will be safe here.

[KING 5 Sports @KING5Sports]

"The joke was distasteful and unfortunate...Now I have to sit in front of you...and explain someone else's behavior. It's not my responsibility."

- @TeamUSA captain and Torrent forward Hilary Knight on the call and joke by President Donald Trump.

[FLAVOR FLAV @FlavorFlav]

Letz go even bigger and better,,,

ALL Female US Olympians and Paralympian medalists are invited out to celebrate in Viva Las Vegas for the SHE GOT GAME Weekend ,,,

Hit a guy up and LETZ GOOO

[FLAVOR FLAV @FlavorFlav]

If the USA Women’s Hockey team wants a real celebration and invite ,,, I’ll host them in Las Vegas. Do some nice dinners and shows and good times. I’m sure I can get a hotel and airline to help me out here and celebrate these women for real for real.

[Harry Eccles @Heccles94]

Apparently @elonmusk hates this Banksy.

Would be awful if we kept sharing it...

[grizzy @Furbeti]

Someone on reddit built ‘Epstein Studio’, a website for the collaborative removal of redactions in the files.

The site lets anyone browse the full Epstein files, discuss pages, mark redactions, and vote on important documents, all anonymously.

[grizzy @Furbeti]

A newly unsealed FBI interview shows an entire Deutsche Bank staff team internally tried to cut ties with Jeffrey Epstein in 2015, after seeing wires to young women.

One compliance officer says she was later pushed out and fired after raising the issue. Management kept the accounts open, saying he had ‘served his time.’