JUST IN: Coffeezilla publishes video taking on Bitcoin believer Michael Saylor & Strategy's $STRC.
Coffee says Saylor's STRC preferred-stock pitch is too simple & the risks are not properly explained.
"It's been compared to the iPhone. It's been compared to a Ponzi scheme."
"You put in your money. They say they're going to yield about 11.5% per year. That's basically double digit returns which is just mind-blowing"
"What is the problem with that? Well ultimately... the company has no obligation to pay you back. Why haven't people realized this?"
"My entire problem is that they're leading people like a pied piper with this kind of ludicrous idea. Their pitch is of a money market and a bank - When that's just not what this is. This is a snowball of yield."
Warren Buffett said anything above 200% means "you are playing with fire."
It just hit 232%.
Highest reading in the history of the American stock market.
The metric is called the Buffett Indicator. He called it "probably the best single measure of where valuations stand at any given moment." It divides total stock market value by GDP.
At 232%, investors are paying more than double what the entire economy produces.
Buffett's response: sold $134 billion in stocks. Built a $334 billion cash pile. Then resigned.
He has done this exact move twice before.
1999: sat on $28 billion cash. Media called him washed. Nasdaq was at 5,000. Eighteen months later it was 1,100. 78% crash. Apple went from $4.50 to $0.50. Amazon from $107 to $7. Buffett bought everything at pennies.
2007: raised cash to $44 billion. Everyone said housing never goes down. Lehman collapsed. Buffett walked into Goldman Sachs with a $5 billion check and demanded 10% preferred dividends plus warrants. Made $3.7 billion on one trade because he was the only person in the room with cash.
2025: $334 billion. 7.6x his 2007 position. In treasury bills. Earning 5%. Waiting.
Meanwhile your financial advisor just emailed you saying the worst is over. S&P rallied 10%. CNBC is celebrating.
One of them manages $1.1 trillion. The other sells advertising.
The Buffett Playbook at your scale:
→ Raise cash to 20-30% of your portfolio. Trim positions that ran 200%+. Taking profit at the highest valuation in market history is not timing the market. It's arithmetic.
→ Park the cash in 3-month T-bills at 5.2%. Fidelity, Schwab, Vanguard. $0 commission. Same rate Buffett is earning on $334 billion right now.
→ Set limit orders 30-40% below current prices on companies you actually want to own long-term:
AAPL at $145 (currently ~$210)
MSFT at $280 (currently ~$410)
GOOG at $120 (currently ~$175)
AMZN at $135 (currently ~$195)
Market drops? You buy automatically at your price.
Market doesn't drop? You're earning 5.2% instead of sitting at peak valuation praying.
→ Hedge with what BlackRock is buying: GDX (gold miners at widest discount to spot in 20 years), FCX (copper for AI infrastructure), CCJ (uranium — demand mandated to triple, supply 7,000 tonnes short).
Your advisor's fee is a percentage of your invested assets. Cash in T-bills doesn't generate their 1% management fee. Every dollar you move to safety is a dollar that stops paying them.
When they say "stay the course" — ask yourself whose course.
Buffett has 82 years of pattern recognition and the largest cash position in Berkshire's history. Your advisor has a commission structure. They are giving you opposite advice for opposite reasons.
every week i break down what institutional money is actually doing and how retail investors can position around it. former banker. not a guy selling you a course.
https://t.co/1j7Dmb4qHR
(the buffett indicator just hit the highest reading in american history. he said 200% means playing with fire. it's at 232%. he's sitting on $334 billion cash. he did this twice before. both times the market crashed within 18 months. your advisor told you to stay the course. his fee depends on you staying invested. buffett's returns depend on buying cheap. opposite advice. opposite incentives.)
The Merge has ended, and you can now withdraw your RUJI from the merge contract.
In the thread below, we show you how to withdraw and stake your RUJI, so you are ready to earn a fair share of Rujira ecosystem rewards when staking reward distribution begins in the future.
Sat next to a 27 year old on a flight from Miami to New York last month.
$180k in a Robinhood account.
He noticed I was looking at a trade on my phone and asked what I did.
I told him I sell options for income.
He said "oh I have stocks, I just hold them."
I asked what his account paid him last month.
He laughed. Said "nothing, that's not how it works."
I told him it could.
Take $100k of that $180k and set up an automated iron condor system on SPX.
Sell monthly. Collect premium regardless of direction.
2% monthly = $2,000/month. $24k/year. Cash.
In your account. Not locked in appreciation you can't touch until you sell.
The other $80k stays in his stocks. Fine. Let it grow.
But now the account has two jobs, not one.
He spent the rest of the flight asking questions.
Most people don't know their money can work like this. They were never taught it.
But this is how the wealthy build their income.
INSTEAD OF WATCHING NETFLIX TONIGHT.
Spend 1 hour with this.
A Bloomberg Terminal lecture that teaches you more about how markets actually work than a 2 month internship at Goldman Sachs or JPMorgan.
The people who watch this tonight will understand something most traders spend years figuring out.
Completely free.
Bookmark this before you scroll past it.
Grading Braves Manager Walt Weiss’ form tackle on Jorge Soler:
Pad level: 10/10
Wrap up: 10/10
Run Your Feet: 10/10
Eyes Up: 0/10
Aura: 1000/10
#BravesCountry
My CPA charges $800/hour.
He recently asked me, “If you die tomorrow, can your family even log into your bank account?”
I couldn’t stop thinking about it.
Then he showed me these 4 things that rich people always have ready:
This aired tonight to 1 billion people in China. A year ago these robots could barely wave a handkerchief, now they can do backflips and kung fu with nunchucks. Physical intelligence is the next frontier.
$4.7 trillion will flood the US economy in just 9 months—creating the largest wealth transfer in American history.
This is part of Trump's tax plan to inflate their debt away.
Institutions are already positioning for this.
Here's what's happening and how to position too: 🧵
🚨 THEY DON’T WANT THIS PUBLIC, SO I’M POSTING IT.
What you’re looking at in this image is HOW THE GAME IS ACTUALLY PLAYED.
Insiders don’t care about RSI, MACD, or whatever indicator is trending this week.
They care about WHERE LIQUIDITY SITS, WHO’S TRAPPED, AND HOW TO FORCE REACTIONS.
Retail looks at a chart and sees chaos.
Institutions see the SAME STRUCTURES REPEATING OVER AND OVER.
- QML setups
- Fakeouts and liquidity grabs
- Demand and supply flips
- Compression into expansion
- Stop hunts disguised as breakouts
- Flag limits
- Reversal structures that repeat cycle after cycle
NONE OF THIS IS ACCIDENTAL.
Every pattern on that chart exists for one reason:
TO MOVE PRICE INTO AREAS WHERE ORDERS ARE STACKED.
Once you understand that, a lot of things stop hurting you.
You stop chasing green candles. You stop panic-selling red ones. You stop getting liquidated on moves that felt “random.”
This is why MOST TRADERS LOSE.
They react to price instead of understanding WHY PRICE IS MOVING.
The people who survive this market spend years studying charts like this until it finally clicks.
After that, the market feels SLOWER, CLEARER, AND FAR LESS EMOTIONAL.
Save this image. Study it.
If you can learn to read WHAT INSTITUTIONS ARE DOING instead of guessing what comes next, you’re already ahead of 99% OF PEOPLE HERE.
I’ve been in this game for over 15 years and have called all the major market tops and bottoms publicly.
If you want to see my next move, follow me and turn notifications on.
Non-followers will regret it. As always.
Reverse aging starter pack:
Daily fasting
Daily creatine (10 grams)
Nightly glycine (10 grams)
One 24 hour fast a month
One 48 hour fast a quarter
One 72 hour fast a year
8-9 hours of sleep/night
Sunlight tolerance
10,000 steps a day
Lift weights
Sauna 3x a week (20 min)
Remove seed oils
Remove veg oils
Remove artificial colouring/flavouring
Remove high fructose corn syrup
Laugh frequently
Utilize psilocybin
Utilize red light therapy
Utilize infrared (less often)
Low-glycemic diet
Meditate every day (10-15 min)
Prioritize real relationships
(social bonds extend lifespan)
Mobility training (fascia longevity)
Daily breath work
Follow a 3 by 2 for alcohol (maximum)
Winter Vit D supplementation (10,000 IU)
Purely nasal breathing
Sleep in a dark/cold room
Spinal decompression
Seasonal eating (circadian rhythm)
Micro-fasting dopamine
Prioritize love over all else
got a car dealer drunk last night
what he admitted about the $4,283 "ghost fee" scam made me sick
heres what he told me:
"we add fees that dont exist. most people just pay them"
market adjustment - $1,995
"completely made up. we just say demand is high"
dealer prep fee - $495
"we dont prep anything. just a charge we invented"
advertising fee - $695
"our marketing costs. we pass them to customers because we can"
paint protection - $899
"$30 wax job. we call it ceramic coating and 10x the price"
nitrogen tire fill - $199
"air is 78% nitrogen already. pure profit"
$4,283 added after you already negotiated
i asked how they get away with it
"people negotiate for 2 hours then we send them to finance. theyre tired. they just want the car. they sign whatever"
he laughed when he said it
i asked what happens when someone pushes back
"they say remove the fees or im leaving. we remove them. not losing a 3 hour sale over charges we made up"
80% of the time they fold
but 83% of buyers never ask
i asked when dealers are most desperate
"december 31st. end of month quarter and year. quotas and bonuses. we'll take deals we'd reject any other day"
the prevention:
email 5 dealers before going:
"buying [exact car] this week. best out-the-door price including all taxes and fees. comparing offers"
locks in everything
no room for ghost fees
he knew i was going to tell people
didnt care
"wont change anything. people will still pay"
prove him wrong
the fees arent real
stop paying them