🚀NO_ONE_KNOWS🚀

Crypto & Political Opinionater | Father of 3

[Evan Luthra @EvanLuthra]

🚨A 25 YEAR OLD BUILT THE FASTEST GROWING SOFTWARE COMPANY IN HISTORY.. WITH ZERO MARKETING SPEND.. AND SPACEX JUST OFFERED $60 BILLION TO BUY IT..

His name is Michael Truell.. He started coding at 11.. Interned at Google at 18.. Dropped out of MIT to start a company that built AI tools for mechanical engineering..

That company failed..

So he pivoted.. And built Cursor.. An AI-powered code editor that writes software for you..

Here's how fast it grew..

$100 million in annual revenue in 12 months.. Fastest in SaaS history.. Broke every record ever set by Slack, Zoom, and Wiz..

$500 million by month 21..

$1 billion by November 2025..

$2 billion by February 2026..

Projected to hit $6 billion by end of year..

Zero marketing spend.. Not a single dollar.. Pure word of mouth from developers who couldn't stop talking about it..

Over 1 billion lines of code accepted per day.. Used by 70% of Fortune 1000 companies.. Every single one of Nvidia's 40,000 engineers uses it.. Coinbase hit 100% adoption among their developers..

And he did this with a team of four MIT co-founders.. One of them was a three-time International Math Olympiad competitor from Pakistan.. Another was a college squash captain with zero startup experience who built the entire product strategy..

They spent zero on sales.. Zero on ads.. Zero on growth hacking.. The product sold itself..

But here's where the story takes a turn nobody expected..

Even at $50 billion valuation.. Even generating billions in revenue.. They hit a wall..

Not a market wall.. A physics wall..

They couldn't get enough GPUs to train their next AI model.. The physical chips didn't exist in sufficient quantities for them to buy.. Money couldn't solve the problem..

Enter Elon Musk..

On April 21.. SpaceX announced a deal to potentially acquire Cursor for $60 billion.. The largest acquisition option in tech history..

The structure is insane..

SpaceX gives Cursor immediate access to Colossus.. xAI's supercomputer equivalent to one million Nvidia H100 GPUs.. For nine months of joint development..

At the end.. SpaceX can buy the company for $60 billion..

If they don't buy it.. They owe Cursor a $10 billion breakup fee.. The largest breakup fee in corporate history..

Think about what that means for Cursor..

Either they get acquired for $60 billion.. Or they walk away with $10 billion in cash and nine months of free training on the most powerful supercomputer on earth..

There is no losing scenario..

And here's why Musk wants it..

SpaceX is preparing for an IPO at $1.75 trillion.. The biggest IPO ever.. But aerospace alone can't justify that number..

By merging xAI into SpaceX.. And now acquiring Cursor.. Musk transforms SpaceX from a rocket company into an AI empire that owns the compute, the models, and the developer tools..

Cursor is the missing piece.. The application layer that puts xAI's models into the daily workflow of every Fortune 500 engineering team..

Oh and one more thing..

In 2022.. FTX's trading firm Alameda Research made a seed investment in Cursor.. During the FTX bankruptcy.. Liquidators sold that stake for $200,000..

That stake is now worth approximately $3 billion..

Sam Bankman-Fried called it the worst liquidation decision in venture capital history.. From a prison cell..

A failed mechanical engineering startup.. Pivoted by four kids from MIT.. Zero marketing.. Zero sales team.. Built the fastest growing software company in history..

And now SpaceX is writing a $60 billion check for it..

This is the most insane founder story in Silicon Valley history.. And most people haven't even heard of Michael Truell.

[NoLimit @NoLimitGains]

🚨 THIS SHOULD BE ILLEGAL

What happened to CAR this week should not be legal.

A company with $8.6 billion in debt, losing money, no major news, no earnings beat.

Stock goes from $107 to $850 in a month.

Then crashes 80% in 2 days.

Here’s exactly what happened, read it twice:

Two funds, RS Investment and Pentwater Capital, quietly bought up over 71% of the entire freely traded float.

At the same time, 86% of that same float was shorted.

Once they controlled that much of the supply, short sellers couldn’t buy back their positions without pushing the price up themselves.

THEY WERE TRAPPED.

So the stock went vertical.

Not because Avis suddenly became a great business, but because two players engineered a situation where the other side had NO EXIT.

That’s a corner.

In most markets, cornering a stock is ILLEGAL.

In the US equity market in 2026, it just gets called “a short squeeze” and ends up on CNBC.

By the time retail saw the headlines, it was too late but they bought it anyway.

Every single person who bought above $300 because they saw a number going up fast is now underwater, waiting for a recovery that WILL NEVER HAPPEN.

The funds that built the position are GONE.

THEY SOLD INTO THE “SQUEEZE”.

Into the retail buying.

The SEC will probably open an inquiry, write a strongly worded letter, and close the file in 18 months.

Absolutely NOTHING will change.

And the next one is already being set up somewhere else.

If you want to know where I AM deploying capital, turn on notifications and pay close attention.

A lot of people will regret not following me.

[Attorney General Todd Blanche @AGToddBlanche]

Under the decisive leadership of @POTUS, this Department of Justice is delivering on his promise to improve American healthcare. This includes:

• Immediately rescheduling FDA-approved marijuana and state-licensed marijuana from Schedule I to Schedule IIl

• Ordering a new, expedited hearing with set deadlines, to fully reschedule marijuana

These actions will enable more targeted, rigorous research into marijuana's safety and efficacy, expanding patients' access to treatments and empowering doctors to make better-informed healthcare decisions.

[CoinDesk @CoinDesk]

LATEST: A coalition of 100+ crypto firms including @Coinbase, @Ripple, @Krakenfx and @a16z urges the Senate Banking Committee to advance the CLARITY Act.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Tether freezes $344 million in $USDT following requests by US law enforcement.

[Mario Nawfal @MarioNawfal]

🇺🇸🇨🇺 The FBI sent a plane to Cuba to save a kid from a trans parent who wanted them to get transition surgery.

The child's biological father, who now identifies as a woman, and his partner faked a camping trip to Canada, crossed into Mexico, and flew to Havana with the child and $10,000 in cash.

Cuban authorities helped locate them. The child has been returned to the biological mother in Utah.

Experts say dispatching a government plane outside the country for a parental kidnapping case is something they've never seen before.

Good. The FBI did the right thing.

Source: New York Times

[Bull Theory @BullTheoryio]

SAM BANKMAN FRIED PICKED EVERY WINNER OF THE 2020s AND HIS LAWYERS SOLD THEM ALL AT THE BOTTOM.

If the FTX estate hadn't panic-sold its assets during bankruptcy, SBF would be sitting on a $114 billion empire today. Instead, he is watching the greatest trades of the decade from a prison cell.

The data is almost impossible to believe:

- Anthropic: $82.3 billion (165x) SBF bought an 8% stake for $500M. The estate sold it for $1.3B in 2024. Today, that stake would be worth over $80B.

- SpaceX:$15 billion (75x) A massive stake liquidated early to pay creditors.

- Solana: $5.1 billion (27x) SBF was an early backer at $8. The estate offloaded a massive chunk at $64.

- Robinhood: $4.9 billion (8x)

- Genesis Digital: $3.5 billion (3x)

The Latest "Missed" Fortune: CURSOR

In 2022, Alameda Research wrote a tiny $200,000 check for a 5% stake in the AI startup Cursor. In April 2023, the bankruptcy estate sold that entire stake back for exactly what they paid: $200,000.

Yesterday, SpaceX announced a deal to buy Cursor for $60 billion.

That "worthless" 5% stake would be worth $3 billion today. That is a 15,000x return that vanished because the lawyers wanted a quick exit.

SBF was a genius at picking generational winners and a criminal at managing their money.

The lawyers recovered $18 billion for users. If they had just held, they would be sitting on $114 billion and the most valuable venture portfolio in history.

[Nick shirley @nickshirleyy]

🚨 Here is 10 minutes of me confronting the California politicians who authored the "Stop Nick Shirley Act"...

When confronted about AB 2624:
- Lied about authoring the bill
- Couldn't justify the bill
- Acted like they didn't know about the bill

This bill will CRIMINALIZE exposing fraud, violates the 1st Amendment, protects NGOs from disclosing taxpayer dollars, and these politicians see no problem with it. The fraud is now exposed and they need new laws to hide it.

EXPOSE ALL THE FRAUD.

[Wall Street Apes @WallStreetApes]

This is crazy

American mother wants to teach her son the value of a dollar by showing him how much delivery apps are charging

He was about to make his order on Uber Eats, the price is $37.17

His mom drove him to the restaurant, put in the exact same order, and the price was only $20.96

That’s almost double the price for the same order, just because you’re using a delivery app

When Uber Eats first launched a delivery fee was only $3

Now in 2026, studies show delivery orders average 80% more expensive than the same pickup order

Insanity

[CoinDesk @CoinDesk]

JUST IN: SBI Ripple Asia completes development of a token issuance platform on the XRP Ledger and registers as a prepaid payment instrument issuer in Japan, enabling businesses to issue tokenized payments.

[🚀NO_ONE_KNOWS🚀 @DelaVega1286]

@grkportfolio How can we copy trade it?

[John Gargiulo @JohnnotJon]

If you still have doubts about Claude Mythos, here's what it did already:

> Found a 27-year-old OpenBSD bug in one of the most security-hardened operating systems on earth for <$50

> Broke into a production virtual machine monitor (basically the tech that keeps cloud workloads from seeing each other's data)

> Turned Firefox vulnerabilities into working exploits 181 times

> Found a 16-year-old FFmpeg bug that survived every fuzzer, every code audit, and every human reviewer since 2010

> Wrote a FreeBSD exploit that gives any unauthenticated attacker on the internet full root access. No human was involved after the first prompt.

> Chained 4 separate vulnerabilities together to build a browser exploit that escaped both the renderer and the OS sandbox

> Found critical holes in every major web browser and every major operating system

> Gave Anthropic engineers with zero security training a complete and working exploit by morning

> Cracked cryptography libraries protecting TLS, AES-GCM, and SSH

[🚀NO_ONE_KNOWS🚀 @DelaVega1286]

@EleanorTerrett We need more lending banks to get this economy going again. Period.

[Mario Nawfal @MarioNawfal]

🚨🇮🇷🇨🇳🇵🇰 BREAKING: Iran officially accepted the ceasefire.

Approved personally by Supreme Leader Mojtaba Khamenei.

The detail that matters most: China made a last-minute intervention asking Iran to "show flexibility."

Beijing picked up the phone when it counted.

Three Iranian officials cited growing concerns about economic devastation and infrastructure damage as the driving factor.

Pakistan brokered it. China sealed it.

Insane developments.

Source: NYT

[🚀NO_ONE_KNOWS🚀 @DelaVega1286]

@PeterSchiff EAD you tax evading POS

[Pumpius @pumpius]

🚨 HUGE LEAK: GHANA JUST MADE HISTORY: PAYMENTS + NATIONAL IDENTITY ON XRPL! 🇬🇭

The first African country to fully integrate real payment power directly into its Citizens' Identity Card (Ghana Card) ditching Visa and Mastercard dominance in Africa!

No more relying on US payment giants. This revolutionary card is now accepted in over 200 countries for online shopping, in-store purchases, ATMs, international transfers plus built-in insurance and emergency assistance.

And here's the game-changer: Ghana is powering this entire system with @DNAOnChain as the secure backend a sovereign, next-level tech infrastructure that's putting African control back in African hands.

DNA Protocol is built entirely on top of XRP Ledger. 👀

Africa is rising.

[CoinMarketCap @CoinMarketCap]

LATEST: ⚡ Ripple has added XRP and RLUSD accounts to its treasury platform, letting teams manage crypto and fiat in one place.

[Collin Rugg @CollinRugg]

JUST IN: Mt. Everest guides accused of “poisoning” climbers to trigger helicopter rescues as part of an insurance scam.

The guides have allegedly been lacing hikers' food and pressuring them into taking expensive rescue helicopter evacuations.

"Guides with the trekking agencies allegedly poisoned tourists by putting baking soda in their food to trigger severe gastrointestinal distress that mimicked altitude sickness or food poisoning," the New York Post reports.

Operators would allegedly then forge medical documents and flight documents to charge international travel insurers.

According to police, the groups have received $19.69 million in insurance payouts.

Police in Nepal have charged 32 individuals for organized crime and fraud, including trekking company owners, helicopter operators, and hospital executives.

[Tiffany Fong @TiffanyFong]

Marco Rubio finding out he has to be Kristi Noem’s husband