JPCEO10

Antidisestablishmentarianist

[JPCEO10 @jpceo11]

Should anyone reply to clickbait questions that the questioners themselves don't answer?

[JPCEO10 @jpceo11]

Maybe there is no analog for what's about to happen...

[Henrik Zeberg @HenrikZeberg]

The talk about inflation is outright stupid. Uninformed.

In order to have inflation - you need the CONSUMER to be able to carry the inflation on.

In 1970s, the consumer had HIGH Savings Rate of 9-20% in the High Inflationary period. And Job Creation as part of Labor Force was Strong!

Today, the picture is COMPLETELY DIFFERENT.

The Consumer is crushed! Job Creation is very WEAK. And Savings Rates are in the Gutter (2-3%).

Ask yourself one question:

What should carry the inflation on? The consumer does not magically have another 1000 USD in her pocket - just because prices go up.

So - she has to PRIORITIZE in the composition of goods she buys every month.

This is called THE INCOME EFFECT.

That is NOT INFLATIONARY. Any spike in prices on need-to-have-goods are pushing her demands for other goods down - hence prices drop as aggregated demands drops.

When the Economy SLOWS - as in Job Creation slows - then Inflation slows. It is as clear as the day!

This is because of the dynamics described above.

I simply cannot express enough how completely misunderstood the talk of inflation is at this point.

The chit-chat itself - and inflation - is a late-phase phenomenon. And main-street "economists" get it wrong every time. Check late 2007-08. Check into 2001. Same chit-chat!

And worst of all... The FED does not seem to understand this very simple dynamics (1 year curriculum at the Economics Studies).

Terrible!

[JPCEO10 @jpceo11]

About f-ing time.

[SonOfaRichard @heythereRich]

Waves inbound.

[JPCEO10 @jpceo11]

If DC bureaucrats were gone, we could live again.

[Elizabeth Warren @SenWarren]

If Elon Musk paid my ultra-millionaire wealth tax, we could pay for child care for all three and four year olds in America.

[JPCEO10 @jpceo11]

And all the overnight gains vanish at the open. Whoever is doing investor relations needs to take a hard look.

[Grok @grok]

Yes, this is bullish for $RUM. Pre-energized 180MW capacity in Georgia + ~22k GPUs gives Quake AI a real head start in a power-constrained AI market. The deal close and rebrand already drove an ~8% pop in extended trading.

Longer term it depends on turning that capacity into revenue fast. Solid strategic move though.

[JPCEO10 @jpceo11]

"We've got some work to do on the price stability front..."
—Warsh

Market downturn next few days at least.

[JPCEO10 @jpceo11]

Love it.

[Bogachan Ozdemir @Bogachan_1971]

I posted when probability of Kevin Warsh to be next #FederalReserve Chairman was less than 20% and bought those odds that he was going to be the one.

I used one publicly avaiable information: Warsh's father-in-law is Ron Lauder.... Ron Lauder, President of World Jewish Congress since 2007.

Men like Warsh are not nominated by clowns like #Trump. They are told who to nominate.

Warsh is not a puppet like Jerome Powell, whose biggest success was to print more money than ever to rescue his real boss, Larry Fink of #BlackRock.

Although presstitutes in #Bloomberg or #WSJ still sell puppet Powell as some independent agent, he was just a simple puppet. Warsh is not a puppet of Blackrock or any other financial insitution. He reports to where their bosses report to.

I am not a fan or anything ... I never feel anything good about this evil institution that ended what used to USA.... so I don't care who runs the Fed. But, I can say that Warsh's decisions will sometimes surprise banks and the presstitutes.

[JPCEO10 @jpceo11]

Ridiculous and delusional...

[Prism @fwprism]

Asmongold gives his BASED opinion, says: "You're not being oppressed by the top 2% of society. You're being oppressed by the bottom 2% of society instead 👀

"People ain't gunna like this one: the bottom 2% of society have caused all of the manifest problems in your lives”

[JPCEO10 @jpceo11]

@chrispavlovski citizens'

[JPCEO10 @jpceo11]

I have been thinking the same thing. The liquidity sink. Let that sink in...

[Bogachan Ozdemir @Bogachan_1971]

Can $SPCX end up being a Black Hole for #FederalReserve's bubble it nurtured and protected at all costs since 2009?

It has the potential.

FED's system relies on three pillars: Providing money supply more than the real growth of economy, keeping price of that money -interest rates- depressed with fake inflation numbers and sellling #VIX futures to suppress vol.

Elon's newest financial engineering product sucks in more money than can be supplied. Worse, it triggered others like $GOOG to tap into the same source followed by $META. First time more stocks are issued than bought back with bond issuance at depressed rates.

It is still remain to be seen... but Elohim would not place Kevin Warsh, groom of the World Jewish Congress, at #Fed if they don't expect something big to happen.... they could have easily find another puppet like Powell....

Black Holes have maximum graviational power with no mass... like SpaceX... 🤣🤣

[Kevin Malone @Malone_Wealth]

If you owned 50% of AMC in 2020 and never bought additional shares, you would own only about 0.37% of the company today. Adjusted for AMC’s 1-for-10 reverse split and the economic dilution from APE issuance/conversion, AMC’s share count has increased by roughly 137x since January 1, 2020...

[JPCEO10 @jpceo11]

So far, I've kept the faith...but it's getting pretty tough...

[SonOfaRichard @heythereRich]

They're all telling the same story: DISTRIBUTION

• RLUSD goes live on Gate with XRP trading pairs.
• Ripple invests in Flutterwave.
• Flutterwave launches commercial stablecoin infrastructure.
• XRPL plugs into x402 rails alongside AWS, Google, Coinbase, Circle, Cloudflare, and American Express.
• MiCA begins reshaping how payment and card providers operate globally.

The common denominator?
Infrastructure.

The market is moving from speculation to settlement.
From tokens to payments.
From narratives to networks.

When Ripple invests in a company like Flutterwave, it's not just writing a check.

It's helping build DISTRIBUTION.

When $RLUSD adds new trading pairs, it's not just another listing.

It's adding liquidity.
When liquidity grows, the MM's show up.

When MM's show up, spreads tighten.

When spreads tighten, institutions become comfortable deploying larger capital. They also happen to then use brokers such as Ripple Prime.

When institutions arrive, entirely new use cases become economical.

This is how network effects work. The bigger the network the more utility innovation occurs.

One participant joins.
Then another.
Then competitors are forced to respond.
Eventually participation becomes less risky than staying on the sidelines - adopt, evolve, or die.

"What happens next?"

My connections -
More $RLUSD exchange listings and liquidity pairs.
Begins to ramp up fast. The hardest part of building a fire is getting it going. Once it's lit, .....you know how fast fires can grow. Just feed the air. Air is being fed to $RLUSD here, there, and soon everywhere.

More payment companies integrating #RLUSD and Ripple Payments. More tokenized assets, AI payment rails, and real-world settlement flowing through infrastructure connected to XRPL.

RLUSD is machine speed, 24/7/365, programmable.

Still debating if demand exists?
The market already answered.

Follow the liquidity. And the integrations.
The truth lies in following the plumbing.
Following the rails.
Following the filings.

The plumbing always tells the story first.
And the plumbing is the story with truth, not narratives and opinions.

$XRP $RLUSD

[JPCEO10 @jpceo11]

The well is drying up...

[Bogachan Ozdemir @Bogachan_1971]

I tried to stay long #Crypto after all the kabukis about the #Iran deal we have no definitive idea about just because of the way stocks responded and bailed out before noon yesterday as the rally in Crypto was way unimpressive.

The relation between the two broke late 2025... I had been watching some of the coins for more than a year and I had the view since 2020 that crypto, especially #Bitcoin measures excess dollar liquidity around the world. That also determines risk on or off for stocks so people think that Crypto trades risk... I guess the chart we saw since late 2025 proved that is not the case.

Here the key word is "excess"... it is true that FED and Treasury were turbo charged to inflate money supply faster than QE3 since early 2026... but... that's still not enough to leave excess money for cryptos.

Interestingly, #GOLD... and especially #Silver gets tailwind or hit with excess liquidity. Both Silver and Cryptos tell you that there was no excess liquidity for them left from the stock market since Jan 2026.

Why no excess liquidity despite faster money supply than QE3? When QE3 was launched, total market cap of US stocks was less than 19 Trillion dollars... today $75 Trillion. That's why... FED and Treasury has to do 4 times faster than QE3 to leave anything on the table for other assets.

[JPCEO10 @jpceo11]

Because water snakes are life threatening. LOL. The real snakes are the ones smirking and trying so hard for something to ruin a good man. As usual.

[Erin Burnett OutFront @OutFrontCNN]

Kerry Kennedy tells Erin her brother, RFK Jr. once captured a snake while holding his infant child, showed it to kids at a birthday party “chomping on his hand,” and then released the snake into a swimming pool filled with children.

[JPCEO10 @jpceo11]

He who laughs last, laughs best. Pomp and circumstance snickering now...

[Anthony Pompliano 🌪 @APompliano]

It is hilarious to see people freaking out about SpaceX as if they were unaware that Elon Musk has been defying the skeptics for 30 years by doing the impossible over and over again.

[JPCEO10 @jpceo11]

Timing is everything. Anyone who can time the rollover will be fabulously wealthy in a very Short time. (pun intended).

[Henrik Zeberg @HenrikZeberg]

If you do not spot this - the largest Bubble ever - then Finance and Investing is not your thing!

It is 100% a Bubble. And it will 100% burst.

Enjoy the last gasp of Air in it. It will be powerful. Both final push and the Crash.

[JPCEO10 @jpceo11]

PS...$100 in dot com (barely missed) rhymes with $1000 now.

[JPCEO10 @jpceo11]

I remember everyone pumping $CSCO just before dot com meltdown...all on "forward PE" and "future earnings" ... they lost their asses.

[Charlie Bilello @charliebilello]

One of the biggest mistakes investors make is assuming a low forward P/E means a stock is cheap.

Micron traded at a low forward multiple in 2000 because earnings were nearing a cyclical peak.

Then DRAM prices collapsed, earnings evaporated, and the stock lost over 98%.

Today, Micron once again looks inexpensive relative to its expected earnings.

The key question: are those earnings cyclical or structural?

[JPCEO10 @jpceo11]

Act 1 nearly over already. Act 2 is where the problems begin.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

SpaceX just bought a $60 billion company without spending a dollar.

The deal for Cursor, the AI coding tool, is all stock. No cash. SpaceX prints new shares, hands them over, done.

Now connect it to what happened last week.

SpaceX went public by floating just 4% of itself. 556 million shares against 13 billion. The tiniest free float a mega-cap has ever listed with. Index funds were forced to buy it. Retail piled in. Tiny supply, enormous demand, and the stock rocketed past $200.

Here's the part that should make you sit up.

The price SpaceX pays for Cursor is set by its own share price in the seven days before closing. The higher the stock, the fewer shares it has to print to cover $60 billion.

So the engineered scarcity that pumped the stock now makes the acquisition cheaper. The squeeze pays for the shopping spree.

A company losing $4 billion a quarter is now buying AI startups with paper it manufactured out of a 4% float.

This isn't aerospace. It isn't even AI.

It's the finest financial engineering of the century, and it's only getting started.

[Kevin Malone @Malone_Wealth]

Sandisk is up 5,156% from their 52 week low on revenue growth of 82%. Not a tech bubble at all.

[Cassandra Unchained @michaeljburry]

That great sucking sound is momentum and the valuation vacuum it is leaving behind