Ziggyfargo

just here for the crypto 🎯

[Ziggyfargo @ziggyfargo]

@MrBeast #624685992

[Neyazuddin Ansari @riyazz_ai]

Instead of watching an hour of Netflix, watch this 1-hour MIT lecture.

It will teach you more about probability and prediction markets than most people learn in months of quant internships.

Save this.

[Ziggyfargo @ziggyfargo]

Z

[Roan @RohOnChain]

Jane Street pays $650,000 a year for quants. MIT wrote the exact bible to get there & released it for free.

51 pages. Zero to quant. Probability, stats, market making, real interview questions from Jane Street, Citadel, Two Sigma & more. Bookmark, before someone takes it down.

[Nate Herk @nateherk]

Just dropped a 2+ hour free course on how to build an AI operating system with Claude Code.

I go over all the frameworks, all the things to think about, and I give away a free GitHub repo to get you started.

Give this a read.

[Michael Saylor @saylor]

The Digital Transformation of Capital, Credit, and Money $STRC

[George Noble @gnoble79]

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street.

SpaceX just disclosed Musk's new compensation package:

He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power.

Let me put the 100 terawatts in perspective:

The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit.

This is a science fiction screenplay that somehow landed in front of the SEC.

But here's why it actually matters for your portfolio...

The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it.

SpaceX is claiming a market roughly 240x BIGGER.

Now let's talk about what is actually being sold here:

Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch.

xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash.

Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up.

The IPO is being marketed at $1.75 TRILLION.

The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative.

Then layer on what we just learned last week...

The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable.

This is the same playbook he's run for two decades.

Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses.

The IPO is structured to keep that game going FOREVER.

The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away.

Here is the part that finishes the case for me:

Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X.

This raise is not funding the future. It's just plugging existing holes that retail investors will now own.

In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet.

I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude.

I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual.

Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight.

The Tesla mispricing is being repeated on a far larger scale.

And this time the bag is being handed directly to retail.

Don't be the one holding it.

[Jota @jota_snchez]

Robert Sapolsky es un neurocientífico de Stanford que demostró que el estrés crónico es el asesino silencioso que los médicos ignoran.

Reveló 10 hábitos que haces todos los días y que te quitan años de vida.

1) Repasar conversaciones en tu cabeza

[Carver @carverfomo]

Two Chinese developers recorded a 4 minute video showing how to build a team of 7 AI agents that replaces an entire customer support department for $50 a month. They opened a terminal. In 4 minutes they had the whole thing running.

One agent classifies tickets. One reads the knowledge base. One handles billing. One watches the customer's tone. One decides when to escalate. One writes the report. One agent runs the other six.

The math hit hard. 1,200 tickets a day per person. More than a call center of 8 operators. The company used to pay $25,000 to $40,000 a month in salaries. Now they pay $50 for the API.

The video hit 4 million views in 72 hours. Every CEO in China was forwarding it. Every support team in America was panicking.

While the West is still debating whether AI will replace workers, China just published the manual. These guys were teaching people how to fire a department. They just showed too much.

Bro pause at 0:39. Ignore the guy in the blue shirt pointing. Look at the second monitor on the right.

That window is not a support dashboard. That is a live wallet.

gabagool22. $868,862 profit. 28,620 predictions. Joined October 2025.

→ https://t.co/62AOSjwBrr

They were filming a tutorial about replacing humans with cheap AI. Their own setup behind them was running an AI that replaces traders. 28,620 positions. All BTC. All 15 minute windows. All green.

The comment section turned into a detective board. Someone slowed the video to 0.5x. Screenshotted every frame where the right monitor was visible. Stitched them together. Reconstructed the full wallet page from 6 seconds of background footage.

Entry prices between 2 and 10 cents. Payouts in the thousands. Not one red row in 28,620 entries.

Biggest single win: $4,696. From a 15 minute window on a Tuesday.

The 7 support agents save a company $40K a month. The wallet on their second monitor makes that in one good week.

The tutorial taught the world how to replace a customer support team. The setup behind them was already replacing the trading desk.

They deleted the wallet zoom from the next upload. Too late. Someone had already screen recorded it. The clip hit Discord. Then Telegram. Then every dev forum.

The tutorial got 4 million views. The zoom on their second monitor got another 800,000.

727K people watching the wallet now. The 7 agents are still answering tickets somewhere for $50 a month. The wallet behind them does not need 7 agents. It needs one. And that one was already running while they filmed.

[Khairallah AL-Awady @eng_khairallah1]

🚨 INSTEAD OF WATCHING NETFLIX TONIGHT.

Spend 1 hour with this.

Obsidian + Claude Code = 24/7 personal operating system.

Works while you sleep.

The people who build this tonight will never work the same way again.

Watch it and Bookmark it now.

[Ziggyfargo @ziggyfargo]

Ifykyk

[Ziggyfargo @ziggyfargo]

@raphousetv2 Nigga got double Ds checking you about ur jit

[The Driven Man @Thedrivenman]

Men,
Listen to this carefully‼️

[Ziggyfargo @ziggyfargo]

@mymixtapez That’s the daddy square ass fault

[Ziggyfargo @ziggyfargo]

@unbasedsavage I would of whooped they ass

[Ziggyfargo @ziggyfargo]

@brii_sx3 🚮

[Ziggyfargo @ziggyfargo]

@FearedBuck Kodak funny as fuck for that one 😂😂😂

[Ziggyfargo @ziggyfargo]

@eldridgedevil @FearedBuck 😂😂😂😂😂

[Ziggyfargo @ziggyfargo]

@FightMate HOOD RULES 101: NOBODY RESPECT THE 1v1