Guille

Im an $ABCL fundamentalist/extremist

[Aporia @aporia9n]

Madrid is speedrunning the “superstar city” cycle.

For decades it was a stunning capital but still strangely local, Spanish and underrated vs London, Paris or NYC.

Then post-Covid, everything changed. Rich Americans moving in. LATAM money. Luxury hotels. F1. International schools. Coffee shops. Private members clubs. €8 pistachio lattes.

Now house prices are +62% in 5 years, rents +64%, and locals are protesting because the city is becoming a lifestyle product for people who don’t actually need to live there.

This is basically what happened to Lisbon/Barcelona/NYC/London, but compressed into one post-Covid cycle.

This is the tragedy of great cities: the more desirable they become, the less they belong to the people who made them desirable.

[@levelsio @levelsio]

It all starts to makes sense when you realize degrowthers are literally opposed to life

They honestly think humans are bad and humanity has to end

It is the most dangerous mindset around right now and it's centered in Europe, but they don't realize they're in the grasp of it because their media feeds them this propaganda every single day

I know, I'm European!

[0xDipper @Dipper_pol]

Nassim Taleb: the richest man in the Roman Empire woke up every morning pretending he was poor.

Seneca had more to lose than to gain from his wealth - so he rehearsed losing it. Every so often he'd live on bread and water as if shipwrecked, just to make the downside familiar and harmless.

That's the whole game, Taleb says: arrange your life so you have far more upside than downside - then randomness stops scaring you.

"Make more when you're right than you lose when you're wrong - that's antifragile."

"Always keep more upside than downside from random events."

"The Stoics aren't unmoved by the world - only by bad events."

~70 min, free. the oldest trick for surviving a world you can't predict ↓

[Guille @paleocaptain]

@NombreFalso1231 Que el capitalismo siga girando pero aquí te tenemos, gastando recursos energéticos e hídricos en gilipolleces, porque para qué predicar con el ejemplo, que lo arregle otro. Hipocresía muy típica de sociatas

[Guille @paleocaptain]

@IAMessential316 Up 1.40% thanks to $NOW and offshore oil

[PSOE @PSOE]

🙋‍♀️¿Por qué es feminista el ministro de Transportes, Movilidad y Agenda Urbana?

👉 @abalosmeco El feminismo está en el ADN del socialismo.

#SoyFeministaPorque💜

[Guille @paleocaptain]

Zoom-out still very early (not for long) and the chart looks juicy as fuck $ABCL

[Guille @paleocaptain]

$ABCL is the next $PLTR of Biotech

-CEO owns ~20% and just bought millions of shares on the open market
-Peter Thiel as a seed investor and former board member.
-$700M in cash. Zero short-term dilution risk.
-the GOATs of biotech investing just doubled down on their positions.

[Guille @paleocaptain]

@OnChainAce_ @JackPrescottX Am I allowed in the council?

[Guille @paleocaptain]

@allechirap Was he also a board member? He has only served on a board on 4 occasions: at $PLTR, $PYPL, $META, and…. do you know which one? Exactly! $ABCL 😉

[Guille @paleocaptain]

$ABCL is the next $PLTR of Biotech

-CEO owns ~20% and just bought millions of shares on the open market
-Peter Thiel as a seed investor and former board member.
-$700M in cash. Zero short-term dilution risk.
-the GOATs of biotech investing just doubled down on their positions.

[Guille @paleocaptain]

@alc2022 tío, creo que deberías revisar tu tesis sobre $ABCL , ha habido compras de acciones fuertes del CEO hace nada, los baker bros han ampliado posiciones y comprado opciones call (exp 12 junio). La semana que viene promete

[Guille @paleocaptain]

$ABCL is the next $PLTR of Biotech

-CEO owns ~20% and just bought millions of shares on the open market
-Peter Thiel as a seed investor and former board member.
-$700M in cash. Zero short-term dilution risk.
-the GOATs of biotech investing just doubled down on their positions.

[Guille @paleocaptain]

@stonkgang @nimesh3t Energy fuels already do this afaik. Correct me if I’m wrong

[Avid @Av1dlive]

Eric Schmidt (ex-Google CEO): “if you really want to make money, it’s actually easy. found an agentic AI company.”

spoiler: the supply of builders is tiny. the demand is enormous.

this guy is literally giving away the exact 2026 playbook to build and sell AI automations to make $10k/mo

bookmark and start this weekend

[Rahul @sairahul1]

Two Anthropic engineers spent 24 minutes exposing every Claude Code feature you didn't know existed.

Most people will scroll past this. Don't be most people.

[The Mining Bartender @jtourzan]

Another joke valuation. Makes me bullish $ccj and the Japanese manufacturers. I’m currently not long any but probably should be.

[Guille @paleocaptain]

@El_varto_ Estuve en ese Airbnb, que luego delistaron por no ser viable económicamente. El sitio es una pasada, el gran inconveniente es que para subir a esa casa tienes que ir en 4x4

[Mario S. @covered_call]

Dave is right - USVC yet another grift in the world of retail-accessible VC. I went through the 56-page prospectus and its even worse than the tweet suggests:

1. Fee stack: 3.61% gross annual expense ratio, capped net at 2.50%. Underlying SPVs/VC funds charge another 1–2.5% mgmt + 20–30% carry on top. You're paying 3+ layers of fees before any return hits your account.

2. The prospectus states twice, verbatim: "The Investment Adviser has no previous experience managing a closed-end, registered investment company." The adviser was formed Dec 2023 and rebranded from "Strawberry Tree Management" to "AngelList Asset Management" last November.

3. Portfolio manager Ankur Nagpal is compensated on AUM growth, not performance. Straight from the prospectus: his Carry acquisition earnout "includes contingent payments tied to USVC's growth in assets under management." Textbook non-traded REIT incentive structure.

4. AngelList gets paid three times on the same dollar:
• 1% advisory fee to AngelList Asset Management
• Up to 5% of profits to Platform Advisor LLC (AngelList affiliate)
• Fund admin fees to Belltower Fund Group (AngelList affiliate)

5. NAV is sponsor-marked - the adviser is its own "valuation designee." Prospectus disclaimer: "Fair value prices are necessarily subjective in nature…no assurance that such a price will be at or close to the price at which the security is next quoted or next trades."

6. "5% quarterly redemptions" is marketing. Reality: Board can cancel any offer, can offer less than 5%, can repurchase at a discount to NAV, and oversubscribed offers prorate. Straight from the doc: "Shareholders should not rely on being able to tender the full amount—or any—of their Shares."

7. Naval frames it as "VC for everyone." The prospectus describes a non-traded CEF with sponsor-marked NAV, AUM-linked manager comp, three layers of affiliate fees, and gated discretionary liquidity.

Retail doesn't need access to private markets this badly.

[Seth Howes @SethSHowes]

I sequenced my genome at home, on my kitchen table.

I wrote up exactly how I did it - the equipment, protocol, theory, and cost:

https://t.co/Nkjqaho2zm

[Gerard @Gsnchez]

Ya podéis conectar Claude (o cualquier otro agente AI) con BQuant.

7 bases de datos financieras (y subiendo) conectadas a un servidor MCP accesibles por lenguaje natural en https://t.co/JJqTXYgFBb

-68K fondos y ETFs con métricas de rentabilidad, riesgo y costes.
-79K acciones con 300+ fundamentales.
-Trades del Congreso de EE.UU.
-Compras/ventas de insiders corporativos
-Carteras de 82 superinversores (Buffett, Ackman, Burry...)
-2M noticias de mercado desde 2008.
-Decisiones históricas de la Fed.

Ejecuta queries contra datos reales y devuelve tablas verificables, atacando uno de los mayores problemas de los LLM a la hora de devolver información.

▶️ "¿Qué tiene Buffett en cartera y a qué múltiplos compra cada posición?"

▶️ "Fondos de renta variable europea con Sharpe > 1, coste < 1% y rating 4+ estrellas"

▶️ "¿Qué acciones están comprando a la vez congresistas, insiders y superinversores, y qué fondos me dan exposición a esos sectores?"

▶️ "Compara Cobas Selección, Azvalor Internacional y Magallanes European — métricas lado a lado"

▶️ "Smart money comprando en sectores con noticias negativas — ¿quién está siendo contrarian?"

[kiyimba_henry @Kiyimba_H]

English version

🚨The next fifteen days. Day by day. Save this page.

📅 Tomorrow - April 6, 8 PM
← Deadline expires. Iran rejects all agreements. And rejects all negotiations. "Ready, prepared, standing tall."

← Trump extends the deadline twice. No third extension.

📅 Days 2-3 - April 7-8
← The United States strikes Iran's power grid - power outages for 80 million homes
← Expanded targets: power plants + oil wells + Kharg Island + desalination plants
← Iran retaliates against Saudi Aramco, UAE refineries, and Kuwaiti infrastructure
← Oil price gap exceeds $160

📅 Days 4-5 - April 9-10
← Iran targets Ras Tanura - the world's largest oil port. One strike = halt of 6,500,000 barrels per day in production.

← Houthis close the Red Sea - closure of two vital passages. Historic precedent.

← Oil hits $200. Actual crude price exceeds $250 in Asia.

📅 Days 6-8 - April 11-13
← Oil crisis - strategic reserves empty. Sanctions relief ends.

← 10 million barrels per day vanish. No alternative. No safety net.

← Oil hits $250 - U.S. officials are already planning for this scenario.
← Gasoline hits $10-12 nationally. Flights grounded. Trucks halted.

← Iran launches cyberattacks on U.S. infrastructure.

📅 Days 9-12 - April 14-17
← Global food crisis - 30% of fertilizers pass through the Strait of Hormuz. Sharp rise in global prices.

📅 Days 9-12 - April 14-17
← Global food crisis - 30% of fertilizers pass through the Strait of Hormuz. Sharp rise in global prices.

→ Collapse of Asian economies — Japan, Korea, and India lose over 50% of energy supplies
→ Global recession — 30% likelihood according to Goldman Sachs. But with oil at $300, it's a certainty.

→ S&P index correction turns into a crash

📅 Days 13-15 — April 18-20
→ ICC investigates war crimes — evidence documented on video
→ Iran launches nuclear program — timeline from two weeks to four weeks. No incentive for restraint.

→ 80 million people: no electricity, no water, no food supply chain, no bridges
→ Refugee crisis far exceeding Syria's begins
→ Political explosion in U.S. midterms — $15 gas + war crimes probe

15 days. For every step above. For every prediction accounted for.

The International Energy Agency described this as "the greatest challenge to global energy security in history."

And the worst is tomorrow.

Save this page. See you on April 20.

I'm not here to comfort you, but to inform you of the truth. Follow me if you want to know the full truth.