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Ansem 🧸💸· 2026-02-12 19:10
RT factorydoge (@factorydoge69)counterintuitively this is probably the best setup for young entrepreneursyounger gen finally gets entry on permahold denomination worthy assetsexcesses of covid era employment and compensation fully wiped cleantime and energy to leapfrog ahead ...
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Ansem 🧸💸· 2026-02-12 18:26
RT Vikram Sekar (@vikramskr)One great sentence from @Citrini7 in the latest post "Atoms vs Bits" captures the entire AI industry sentiment."The logic is ruthless and correct: none of us really know what AI will look like in a few years, and the technology is advancing at a rate that has us asking if the singularity actually just got penciled in for next Thursday." ...
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Ansem 🧸💸· 2026-02-12 18:23
RT Citrini (@Citrini7)The AI trade has turned vicious - far from the sanguine rally in the supply chain, it is now pricing risk in from B2B SaaS to Insurance Brokers to Real-Estate Services.What can’t you prompt your way out of?Our newest primer, Atoms vs. Bits, is live.https://t.co/uhLwSOjgQU ...
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Ansem 🧸💸· 2026-02-12 18:15
RT Citrini (@Citrini7)If you had asked me what the top performer of our 26 trades would be 6 weeks into 2026, I would not have said offshore drilling.I certainly would not have thought it would be up nearly 50%.That’s what’s fun about this exercise, lots of surprises when you think freely. https://t.co/hZAnNzkAMk ...
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Ansem 🧸💸· 2026-02-12 18:12
RT Citrini (@Citrini7)Thread(1/2) 🧵We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X.The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers rerating violently. LEU trades at 33x EV/EBITDA. CCJ is >40x.How would you like to buy a regional monopoly on a mandatory intermediate step in nuclear fuel production at 7.5x instead?Enter Solstice Advanced Materia ...
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Ansem 🧸💸· 2026-02-12 17:49
RT mert (@mert)let's use some basic logic for a few secs herewho is currently coming in to crypto or working on it?- roughly all financial institutions, including even Jamie Dimon- teams like Tempo, Hyperliquid, Robinhood and LayerZero building colossally talent-dense teams- existing giants like Solana, Ethereum, Zcash, Coinbase etcso, who would've left crypto?- people who don't actually believe it- people who were trying to trend-maxwhat critical contributions would such people have?- nothingso in effect, ...
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Ansem 🧸💸· 2026-02-12 16:30
RT BONESAW 🕊️ (@BonesawMD)Use peoples vulnerable moments to elevate them.You know this yourselfIt's one of the surest ways to invite good energy and luck into your life.- Someone you're not interested in shoots their shot at you & you decline them privately, but they come out of the interaction actually feeling better about themselves because of how you handled it.- Someone is clueless about a topic they should know about when discussing in a group –– you don't draw attention to it. Instead, you seamlessly ...