Javier Gonzalo Velazquez

[Javier Gonzalo Velazquez @basedjavier]

Micky Malka is throwing more hints at us. He's slowly drawing attention. In my opinion, the timing of this purchase is no coincidence. As a matter of fact, there are no coincidences when Ribbit Capital is involved.

$Tibbir Trust #iykyk

[Altcoinist @Altcoinist]

Guess who bought this NFT for $3 Million dollars?

@mickymalka , founder of @RibbitCapital and deployer of $TIBBIR AI agent.

Onchain Proof → mickym.eth and kanbas.eth

[Crossroads Capital @CrossroadsOnX]

The Long Duration Case for Merlin Labs

We see $MRLN as the leading candidate to become the operating system of record for defense-grade autonomous flight.

Read the full report and subscribe here: https://t.co/oBqafmIrAL

[Benny Johnson @bennyjohnson]

The bodycam footage of Henry Nowak has just been released.

An 18-year-old who was stabbed FIVE TIMES called the police for help.

His attacker told officers Henry was a racist.

So they handcuffed the victim.

Henry told them over and over:

"I've been stabbed."
"I can't breathe."
"Please brother, I can't breathe."

An officer responded: "You've been stabbed, mate? I don't think you have."

Henry died in handcuffs.

The mainstream media has said NOTHING.

Where is the same outrage from when George Floyd died?

Watch this footage. Share it everywhere.

Pray for Henry’s family.

[Javier Gonzalo Velazquez @basedjavier]

@frugalinvest0r @Craig89Spacemob Hey man, just checking in. Everything good? Haven’t seen anything from you on YouTube in a while, so I thought I’d ask here.

[Mario Nawfal @MarioNawfal]

🇺🇸 A shirtless man in a kilt walked into a Taco Bell in Florida.

When someone called him a “meth head,” he took that personally: “N*ga, I’m a f**ing electrician.”

Moments later, he leaves and the power goes out.

[Justin Bechler #BIP-110 @1914ad]

How could the $NAKA extraction apparatus possibly have paid $2.70 in C-Suite compensation for every dollar of revenue in Q1?

The answer:

[Elon Musk @elonmusk]

In both cases, police were uncaring, but only in one case does Starmer bend the knee

[Javier Gonzalo Velazquez @basedjavier]

Julien hasn’t posted anything since February 2. All their correlation analyses and charts turned out to be useless. Hard to imagine taking these guys seriously in 2026.

[Raoul Pal @RaoulGMI]

Shooting the Shit with @BittelJulien is normally for Alpha members only. This one we're opening up. We go through global liquidity, crypto regulation, AI, compute, stablecoins, and why the old business cycle framework is losing power as the exponential age accelerates.

As ever, please enjoy!

[Javier Gonzalo Velazquez @basedjavier]

I haven’t been around for a few days, and it seems Bitcoin is on its way to retest the lows based on sentiment in RETARDland... I mean CX.

[Aporia @0xaporia]

"Overbought RSI" has historically been bullish, if anything. But it's not really useful for a number of reasons. Even less so if you cherry-pick data points.

[Javier Gonzalo Velazquez @basedjavier]

@MarioNawfal That's fucking insane

[Elon Musk @elonmusk]

The Moon

[Javier Gonzalo Velazquez @basedjavier]

@kryptonite_110 @_0xghost_ The price action speaks for itself

[amit @amitisinvesting]

$PLTR

Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible.

Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year.

They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027?

Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise.

A quote from Shyam, CTO, last night:

"More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one."

Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful.

The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue.

The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish.

Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world.

Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years.

LFG.

[Alex Recouso @recouso]

If you’re a wealthy European, soon you will need:

A plan b passport:
- El Salvador
- Sao Tome
- Vanuatu

A plan b residency:
- Dubai
- Paraguay
- Mauritius

- and a lot of Bitcoin in self-custody

Go into debt if you have to.

[𝗟𝗘𝗞 @Lek_ANCAP]

La paradoja del Socialismo.

— El Socialismo necesita que existan los pobres.

— Prometen ayudarlos.

— Pero si realmente los ayudan, dejarían de ser pobres.

— Y sin pobres, no se necesita Socialismo.

[The Kobeissi Letter @KobeissiLetter]

It's going to be an eventful day:

Google, Meta, Microsoft, and Amazon will all report earnings after the market closes today.

That's $12 TRILLION worth of market cap reporting earnings within a 30 minute window.

All as the Fed interest rate decision is released at 2 PM ET and US oil prices are surging toward $105/barrel.

Buckle up for a huge day ahead.

[Andreas Steno Larsen @AndreasSteno]

Are we sure that the US economy will come to a halt just because of the war?

Remember the leads/lags of a macroeconomy friends..

Boom first!

[Javier Gonzalo Velazquez @basedjavier]

@AndreasSteno Not before July 4th

[X Freeze @XFreeze]

Interesting how it works

Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of humanity, with zero profit motive and open research

Then the “team” decides they want the bag
They push Elon out, take control, and quietly flip the entire thing into a for-profit machine

All while preaching the same sanctimonious lines on repeat: “We’re still mission-driven!” “AI for the good of humanity!” “We’d never abandon our principles!”

The ultimate betrayal:
Elon got zero equity. Not a single share. He funded it. He built the foundation. He got nothing while they turned his non-profit into their personal cash cow

This is the level of betrayal and hypocrisy we’re dealing with

And for the record.... this lawsuit doesn’t put a single penny in Elon’s pocket. Any win goes straight back to the non-profit to restore the exact mission he founded