Pavel Durov and Telegram
- born in Leningrad (Russia)
- since young age Pavel developed an interest in computers.
- writing his first programs before turning 11.
- during university Pavel created small projects like an online library
- inspired by Facebook, he launched VKontakte in 2006.
- the platform grew to over 3 million users within months.
- in 2011 the Russian government asked him to shut down the accounts of anti-government figures on his platform.
- instead of complying, Pavel publicly shared an iconic photo
- in 2012, Durov sold his 12% stake in VK
- in 2014, he resigned as CEO
- citing the "incompatibility of his country with online business."
- he left Russia, self-imposed permanent exile
- traveled the world, and began developing a new project: Telegram.
- Telegram was built as a private messaging service with a focus on privacy.
- with 700 million monthly users in 2023
- telegram now serves nearly 9% of the global population
- in an interview with Tucker Carlson Durov mentioned that during his last visit to the US
- secret services tried to recruit a TG engineer without his knowledge.
- today Russia just announced going after him
But Pavel stands firm on privacy.
🔥 16 years ago, Satoshi Nakamoto shut down a Bitcoin scalability debate with one line:
“If you don't believe me or don't get it, I don't have time to try to convince you, sorry.”
🚨 98% OF PEOPLE READING THIS WILL BECOME MILLIONAIRES!!
🇺🇸 Anthropic IPO will be the biggest retail opportunity of this cycle.
In 2004, $GOOGL went public and PUMP 18,200% in 10 years.
$10,000 🡢 $1.83 MILLION
Now, Anthropic could become the next Google.
If it follows the same 10-year trend, you will become a millionaire.
One of the BIGGEST events in modern stock market history...
Most people will forget about it.
I’ve been in finance for more than 15 years.
When I EXIT the markets completely, I’ll say it here publicly, like I always do.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 BITCOIN IS BOUNCING OFF TRENDLINE SUPPORT!!
This 100% happened
Over $10 BILLION in shorts will be liquidated
Look at the chart carefully
The SAME SETUP has repeated across 3 full cycles now:
2018 → BOUNCE from trendline support
2022 → BOUNCE from trendline support
2026 → same SETUP again
Most traders still think this is just another random recovery rally
WRONG
This is exactly how every major Bitcoin expansion phase started before
History is repeating itself right in front of everyone
Do you believe in this outcome?
Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October.
If you missed those calls, don’t worry. I’ll call the next one too.
Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 BULLS ARE ABOUT TO GET DESTROYED.
Open Interest is surging.
Funding just flipped positive.
Late bulls are piling into longs again right before the market wipes them out.
THIS EX OPENAI EMPLOYEE TURNED $225 MILLION INTO $5.5 BILLION IN 12 MONTHS.
And he did it without buying a single share of Nvidia, Microsoft or Google.
Leopold Aschenbrenner was fired from OpenAI after writing an internal memo warning that China could steal their AI models.
One month later he launched a hedge fund betting that the AI boom would create an explosive shortage of electricity and computing power, not software.
Every single bet worked.
His biggest wins:
- SanDisk: Original stake was $12.9 million in September 2025. He scaled up to 1,054,200 shares worth $250 million in Q4. That position is now worth $1.48 billion.
- Bloom Energy: His largest single position accumulated to $875 million throughout 2025. It is now worth $2.21 billion. The stock is up 150% this year alone.
- CoreWeave call options: He sized up his position by 672% in Q4 2025 alone.
- Lumentum Holdings: Up 167% year to date since he entered.
- Intel calls: A $459 million position that printed as Intel surged over 170% this year.
- Core Scientific: He built a 5.8% ownership stake worth hundreds of millions. The stock is up 84% over the past year.
- Applied Digital: Up over 260% in 2025 since he entered.
The fund grew from $225 million to $5.5 billion in 12 months. First half returns were 47% while the S&P did 6%.
His next 13F filing drops in 7 days.
Last time his positions became public, SanDisk was at $180. It is now at $1,406.
Shell is eyeing Venezuelan gas and routing it through Trinidad.
Shell CEO Wael Sawan confirmed the company is in active talks with Venezuela's government to advance offshore gas projects.
The plan: produce Venezuelan offshore gas and channel it through Trinidad and Tobago's Atlantic LNG facility for export.
The logic is straightforward.
Atlantic LNG already exists.
The infrastructure, the offtake contracts, the export terminal all in place.
Venezuelan offshore gas fields sit close enough to Trinidad to make a pipeline connection viable without building a greenfield LNG facility from scratch.
Shell avoids the capital cost.
Venezuela monetises stranded resources it has no way to develop alone. Trinidad gets throughput to keep its underutilised facility running.
But the risk is real.
Any Shell involvement would require either specific OFAC licences or a broader sanctions relief framework.
Sawan flagging it publicly on an earnings call suggests Shell believes the political trajectory is moving in the right direction.
Watch Washington's posture on Venezuela sanctions over the coming months.
That is the actual gating factor.
🚨GOOGLE JUST SILENTLY DOWNLOADED A 4GB AI MODEL TO YOUR COMPUTER WITHOUT ASKING.. WITHOUT TELLING YOU.. AND WITHOUT ANY WAY TO STOP IT..
If you use Chrome.. There's a good chance a 4 gigabyte file is sitting on your hard drive right now that you never agreed to download..
It's called Gemini Nano.. Google's on-device AI model.. A security researcher just proved it installs itself with zero clicks.. Zero prompts.. Zero notifications..
Alexander Hanff set up a completely fresh Chrome profile.. Didn't click anything.. Didn't scroll.. Didn't type a single keystroke.. Just opened the browser and watched..
14 minutes and 28 seconds later.. Chrome had silently scanned his hardware.. Read his GPU, RAM, and storage.. Then wrote a 4GB file to his hard drive.. No permission dialog.. Nothing..
Chrome's own logs show the download begins BEFORE the settings page where you could opt out is even loaded.. The file starts installing before the refusal button exists..
As of Chrome 148.. Any website you visit can trigger this download.. One line of JavaScript.. You click a link to read a blog post.. That click counts as "user activation".. And Chrome silently pulls 4GB in the background..
No install prompt.. No consent dialog.. Google's own docs admit this..
Your laptop overheats.. Storage disappears.. Battery drains.. And you have no idea why..
The model doesn't even work well.. Cloud requests take 1.3 seconds.. The local model at worst case takes over 9 minutes for a single response..
Google is using your storage, electricity, and bandwidth to run an AI that's 40 times slower than their own servers..
And the "AI Mode" button in Chrome's address bar.. Doesn't even use the local model.. It sends everything to Google's cloud anyway..
You pay the storage penalty.. The heat penalty.. The bandwidth penalty.. And the visible AI feature ignores the local file entirely..
Because Chrome fails to clean up old versions.. Users are finding 12GB or more of duplicate AI files stacked on their drives..
Palo Alto Networks found a vulnerability where a browser extension could hijack the local AI model's permissions.. Accessing your webcam.. Microphone.. Local files.. Through an AI you never installed..
Here's how to check if it's on your machine..
Windows.. C:\Users\[YourName]\AppData\Local\Google\Chrome\User Data\Default\OptGuideOnDeviceModel\
Mac.. ~/Library/Application Support/Google/Chrome/Default/OptGuideOnDeviceModel/
If there's a file called weights.bin.. Google downloaded their AI to your computer without asking..
To stop it.. Type chrome://flags.. Search "optimization-guide-on-device-model" and disable it.. Search "prompt-api-for-gemini-nano" and disable that too.. Restart Chrome.. Then manually delete the folder..
If you don't disable the flags first.. Chrome redownloads the 4GB file on next launch..
Firefox requires explicit opt-in for AI.. Apple Intelligence requires explicit consent.. Chrome just takes your hard drive..
Google didn't ask to use your storage.. Your electricity.. Your bandwidth..
They just took it.
🚨 BTC IS HEADING INTO A TRAP
Price is grinding up through an ascending channel straight into a massive FVG overhead and a CME gap at $77.5k
Everyone is calling for $80k - that's exactly the problem
I expect one final push to fill the gap, sweep the late longs - then a violent breakdown to $60k
NOTIFS ON!
We've been here before.
1999: Add 'internet' to your company name. Stock triples.
2017: Add 'blockchain' to your pitch deck. Funding secured.
2024: Add 'AI' to your crypto project. Repeat.
The dot-com bubble wiped out 90% of those companies.
The 2017 ICO bubble wiped out 90% of those projects.
The buzzword changes. The playbook doesn't.
Neither does the outcome for most investors.
Pablo Escobar lost $2.1 billion a year to rats eating his cash
He was making so much money that he couldn't store it fast enough
At his peak, the cartel was bringing in $420 million per week
Warehouses full of cash stacked from the floor to the ceiling
The problem? Rats were eating the bills
Billions a year lost just to rats and water damage
That's $5.7 million a day gone and nobody even cared
He even spent $2,500 a month just on rubber bands to hold the cash together
One night on the run, his family got cold
So they burned $2 MILLION in cash to keep them warm
Forbes put him on their billionaire list and he was once the 7th richest person in the world
His accountants couldn't even count it all, they just estimated
This man had so much money it was literally rotting faster than anyone could spend it
People are making $30,000 a month running ghost kitchens that never cook a single meal
Doordash and Uber Eats let anyone list a restaurant on their app in under an hour
The way it works is almost stupidly easy
You pick a name like "Nashville Hot Chicken Co", scrape a menu off a real restaurant's website and mark every item up 40%
There is no kitchen behind the listing
When a $22 sandwich order comes in, you open Doordash on a second phone and order the same sandwich from a real restaurant three blocks away for $14
You change the delivery address to the customer's house and the driver picks up the real food from the real restaurant thinking your ghost kitchen made it
You pocket $8 without touching a single piece of chicken
Run 10 fake restaurants at once, each a different cuisine under a different name, and you're clearing $30,000 a month without owning anything
Some scaled it further by renting a UPS mailbox as the address so the listing passed verification
Others built networks of 30 or 40 fake brands all feeding off the same three real restaurants in a single zip code
The customer never knows. They order a sandwich, get the sandwich and leave a 5 star review for a business that doesn't exist
The real restaurant is cooking overtime for a competitor that exists only as a logo on an app
The whole model runs on one simple fact. Nobody on either platform actually checks if the kitchen is real
The craziest part is that most of it is technically legal
You're allowed to resell food. You're allowed to mark up prices. You're allowed to list a business on a platform that doesn't verify addresses
The only line you cross is the fake restaurant name and photos, which is misrepresentation, but no platform has ever pressed charges over it
At worst your account gets banned and you open a new one the next morning under a different LLC
🚨 THE BIGGEST RISK TO THE GLOBAL ECONOMY IS NOT AI OR CHINA.
It starts in Tokyo.
Japan’s asset bubble collapsed in the early 1990s and the economy never fully recovered.
Interest rates were cut to zero. Then below zero. Long-term bond yields were effectively capped.
Domestic returns disappeared.
Japanese capital moved overseas.
Japan became the largest foreign holder of U.S. Treasuries, with over $1 trillion in exposure.
This gave rise to the Yen carry trade.
Borrow Yen at near-zero rates. Convert to dollars. Invest in higher-yielding global assets.
Scaled with leverage, this became a major source of global liquidity.
Estimates of total exposure range from $1 trillion to over $20 trillion.
That liquidity has supported equities, bonds, and real estate globally.
Now the dynamic is reversing.
Bank of Japan is raising rates.
Japanese yields are at multi-decade highs.
As rates rise, the Yen strengthens.
A stronger Yen increases the cost of servicing Yen-denominated debt.
This forces investors to unwind positions.
They sell global assets to buy back Yen.
Equities, bonds, and crypto all come under pressure.
A preview occurred in August 2024.
The Nikkei fell 12 percent in one day.
The S&P 500 dropped 4.2 percent.
Volatility spiked sharply.
Bitcoin declined 15 percent within hours.
This followed only a modest policy shift.
Institutions including the International Monetary Fund are monitoring the risk closely.
The timing is uncertain.
But the mechanism is clear.
If Japanese capital repatriates at scale, global liquidity contracts.
> be us president
> launch world liberty fi
> keep your family in the team
> conduct a presale
> raise ~$590,000,000 from public and private
> blacklist high profile investors wallets
> prevent majority people from selling
> dump the token non stop
> keep your friend as the cto of wlfi
> the friend must be the founder of dolomite
> deposit ~5% of wlfi supply in dolomite
> borrow usdc, usd1
> add more rewards to increase pool supply
> drain the usd1 lending pool to 100% utilization
> trap the depositors and spike rates
> send the borrowed funds to coinbase prime
> fuds started, token price goes down
i have never seen a president like him
absolute cinema by president
When SBF casually asked CZ for $2 billion
After reading CZ’s book Freedom of Money, the FTX collapse chapter reads like a movie.
Here are the key moments 👇
- November 2022
SBF calls CZ asking for “a couple of billion dollars” like he was ordering a sandwich.
- Binance signs a non-binding LOI, not to buy FTX, but just to assess the damage and protect users. CZ had zero intention of owning the exchange.
- Alameda’s Caroline Ellison publicly offers to buy Binance’s FTT at $22, CZ calls this the “fatal mistake.” It gave traders a clear price floor to short.
- FTT crashes from $22 → $15 → $5 within hours.
- $6 billion gets withdrawn from FTX in just 72 hours. Liquidity evaporates.
- November 9: Binance walks away completely. Binance’s $580M FTT holdings become worthless.
- December 14: Binance itself sees $7 billion withdrawn in a single day. Even CZ admits he was worried, but reserves held strong.
In the middle of total chaos, @cz_binance stayed calm, protected users, and never lost control.
“The more you understand this world, the more you destroy yourself. That's why fools are happy, and intelligent people live in loneliness.”
- Fyodor Dostoevsky