VCRYTOV

Crypto beliver, sustaineable invester, filantropist, ecologist. No investment advice. Thoughts are my own

[LEGEND @legendmediafr]

Donald Trump a partagé une nouvelle carte des États-Unis, incluant le Canada dans leur territoire, sur son réseau social Truth Social. Ce message arrive quelques après la menace du nouveau président d’utiliser la force économique pour absorber le Canada. Il a par la suite ajouté « le Canada et les États-Unis, ce serait vraiment quelque chose ».

[VCRYTOV @vcrytov]

Très juste et inquiétant

[Piiiraaaaax @piiiraaaaa3129]

@MatthiasBaccino C est super , n oublier pas de parler du problème du service client de @TraderepublicFR qui utilise des robot pour répondre et faire galerer des moi et des mois !

[Louis-Vincent Gave @gave_vincent]

One of my “go to” lines for years has been that the sign of success for a country isn’t that poor people drive cars, but that rich people ride the subway…

[مايسه الرومي יהודי תימן🎗🇮🇱 @Misa_Roumi]

🚨Tel Aviv is currently witnessing large-scale demonstrations against Netanyahu’s government.

[Elizabeth Tsurkov @LizHurra]

The Israeli Army destroyed solar panels used to provide the Lebanese Christian town of Debl with electricity & supply power to the town's water station. It also destroyed some homes & olive trees. This the town where an Israeli soldier was pictured breaking the statue of Christ

[Larry Thompson, CMT CPA @HostileCharts]

Managing is wildly different than owning.

[Drop Site @DropSiteNews]

Alice Kisiya told Tucker Carlson that Jewish settler youth are being trained in “agricultural schools” to hate and terrorize Palestinians—what Carlson likened to indoctrination in “madrasas” tied to Islamic fundamentalism. She said the extremist settlers, backed by the Israeli state, are using land seizures, intimidation, arrests, and economic pressure to push Palestinians, including Christians, off their land in the West Bank.

Full episode in reply.

[Nassim Nicholas Taleb @nntaleb]

Don't Israelis know that they elicit the most profound moral disgust among their neighbors?

[Gandalv @Microinteracti1]

The United States has just nuked its own arms export business. Not with a missile. With a phone call.

Pete Hegseth rang Estonia’s defense minister and told him the HIMARS and Javelin deliveries are on hold.

Indefinitely. Months, not weeks. No timeline. No alternative. Just: sorry, we’re busy bombing Iran.

And that’s it. Twenty years of patient alliance-building, vaporized in a Monday morning call.

Here’s what European defense planners now know for certain: American weapons come with an asterisk. The asterisk reads “subject to cancellation whenever Washington decides its own adventure takes priority.”

You can sign the contracts. You can train your soldiers. You can build your entire defensive posture around US systems. And then one day, the ammo stops. No warning. No plan B.

Estonia is already shopping elsewhere. So is everyone else, with the kind of focus that only comes from genuine betrayal.

The Americans think this is a pause. Europe knows it’s a divorce.

[Cenk Uygur @cenkuygur]

Israel is planning to steal $40 billion gas field in Lebanese waters. Sorry, I meant self-defense themselves into $40 billion. In order to do that, they’re going to destroy 70 villages, including three Christian ones. No one in our government cares. In fact, we’re funding this.

[Lowkey @Lowkey0nline]

“I received direct threats targeting me on my phone from the Mossad, from the Israelis, and they threatened to kill me.”

Lebanese journalist Amal Khalil speaking before she was killed by Israel.

[Jacob King @JacobKinge]

Howard Lutnick is arguably one of the slickest and most corrupt operators in modern finance.

We now know he was close friends with Jeffrey Epstein, despite him previously denying it. That link was confirmed in the Epstein files. He also has documented ties to Tether and Bitcoin market manipulation.

Now a brand new scheme has surfaced involving Cantor Fitzgerald, run by one of his sons.

The firm has been buying the rights to U.S. tariff refunds at massive discounts.

Here is how this scam works:

1. U.S. companies paid billions in tariffs that were later ruled illegal.

2. Cantor approaches those companies and offers immediate cash: 25 cents for every dollar they are owed.

3. Companies take the money to avoid waiting years for litigation and bureaucracy.

4. When refunds are issued, Cantor collects the full dollar.

They bought claims at 25 cents on the dollar. After today’s Supreme Court ruling, those claims could be worth 80 to 90 cents.

It’s worth nothing that Lutnick also literally helped architect the tariff regime. He pushed Trump to implement it, likely knowing it would collapse and create this exact arbitrage opportunity.

The potential payout is in the billions. This is insider-level extraction hiding in plain sight.

[Spencer Hakimian @SpencerHakimian]

🚨BREAKING: REPUBLICANS ARE DEMANDING HOWARD LUTNICK BE FIRED

[VCRYTOV @vcrytov]

@CedMunezero Sure

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

*Awkward moment for Joe Kernen after President Trump refuses to hug him - CNBC.

[zerohedge @zerohedge]

Hartnett: The "Trump Boom" Has Led To A New World Bull Market, But It Ends If This Happens https://t.co/nyJKfmRcW3

[Plateau Militia Asian girl🌟 @CatiaKyen]

Twitter co-founder Jack Dorsey is shaking things up again with a new messaging app called Bitchat.

What makes it interesting?

It works without mobile data or Wi-Fi.

Yes!

No internet at all ❌

Bitchat sends messages directly from phone to phone using nearby device connections. That means people can still communicate during internet shutdowns, network outages, emergencies, protests, or in areas with poor connectivity 🌍🔒

It is private, resilient, and independent of big networks or centralized systems.

Just another reminder that innovation isn’t always about faster internet. Sometimes it’s about removing the internet completely.

Technology keeps evolving. I love this one 👌🏾

[Cassandra Unchained @michaeljburry]

Just your daily reminder that stocks are expensive.

To put it in the context of my recent “Fee Fi FOUR Umm…” post, specifically the expected return discussion surrounding FISV, the difference between a 20% expected annualized long-term return on a common stock and an 10% one is logarithmic. The 20% return price can be 4x times the 10% expected return price and 8x the 8% expected return.

This also explains why value investors look like idiots for extended periods. When a stock trading at the 8% expected return price ($160) falls to the 10% return price ($93), it's down 42% and everyone assumes something is broken. To get to the 15% price ($38), it needs to fall 76% from that $160 level. At that point, the business is being treated as terminal. The 20% price is just where everyone wants to give up and go home. And we only see that in any widespread fashion when everyone is indeed giving up and going home - like the 2008-2009 bottom and the second half of 2002. 2020 early in COVID got close but not like that. It’s been a long, long time since it got like that.

Value investors have looked like idiots for a long, long time. Adjust the PE correctly for SBC, Depreciation, Amortization, Fixed/Capital Leases, etc, and it gets worse.
https://t.co/lf65ye9uvs

[Thomas Massie @RepThomasMassie]

Does your family want to pay the federal government another $5,000 per year?

$500 billion across 350 million people is
$5,000 for every 3.5 people.