VK (☕️,🔥)

In stealth 🥷

🛠️: @0xFanCraze @OpenFi_App @Etsy @MorganStanley @worksuite_com @EY_US
@FordhamNYC

[VK (☕️,🔥) @raving_neuron]

Starting off Week 2 2024 on X with a few reflections from the past year:

-> In startup land, fail faster and fail early on in the experiments

-> Keep experimenting, don't loose hope
https://t.co/ieKWpuj6A7

[VK (☕️,🔥) @raving_neuron]

@alxberman pain

[VK (☕️,🔥) @raving_neuron]

9☕️ So the question I increasingly think green buyers should ask isn't:

What does this coffee cost?
It is

What does this coffee cost landed, what can change that number, and is the cup good enough to justify those risks?

That is a very different procurement discipline 🤔

[VK (☕️,🔥) @raving_neuron]

1☕️ Coffee prices can fall while buying coffee gets more expensive

That’s one of the stranger dynamics of 2026

For green coffee buyers, FOB price is becoming an increasingly incomplete measure of what a coffee actually costs

[VK (☕️,🔥) @raving_neuron]

8☕️ The second-order effect matters too!

Higher energy and shipping costs don't just affect today's container

They raise fertilizer, processing and input costs, eventually appearing in the price of future harvests

Today's logistics shock becomes tomorrow's coffee-price shock

[VK (☕️,🔥) @raving_neuron]

@dan__rosenthal playbook

[VK (☕️,🔥) @raving_neuron]

@PawelHuryn

[VK (☕️,🔥) @raving_neuron]

@perpltrade 👋

[Brian Chesky @bchesky]

On this day seventeen years ago, Airbnb launched.

[VK (☕️,🔥) @raving_neuron]

⬆️ Big trust + ⬇️ Low cost = next-gen commerce

https://t.co/LTlGZbBD9Q

[VK (☕️,🔥) @raving_neuron]

Any widely adopted technology will ultimately be used by marketers to sell stuff

- @andrewchen

[VK (☕️,🔥) @raving_neuron]

https://t.co/CtozkywSmo

[The Kobeissi Letter @KobeissiLetter]

TECH STOCKS IN OVERNIGHT TRADING:

1. Robinhood, $HOOD: -17%
2. AppLovin, $APP: -17%
3. Palantir, $PLTR: -10%
4. Tesla, $TSLA: -10%
5. Nvidia, $NVDA: -10%
6. Broadcom, $AVGO: -10%
7. AMD, $AMD: -9%
8. Meta, $META: -8%
9. Amazon, $AMZN: -6%
10. Alphabet, $GOOGL: -6%

US stocks have now erased over $13 TRILLION of market cap since February 19th.

The Nasdaq 100 and S&P 500 are now set to open in bear market territory.

Buckle up.

[VK (☕️,🔥) @raving_neuron]

Had to break the radio silence for this one!

🧵heralding the next 🐻 bear cycle 👇

[VK (☕️,🔥) @raving_neuron]

https://t.co/VPs3CQJz7P

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin falls under $78,000