SYED IRFAN ABID BUKHARI
Hearing and Haring Aids Specialist
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MICRON $MU HAS NOW DOUBLED SINCE GROK BOUGHT
We gave Grok $100K in the stock market starting in late November to see if it could beat the market ... Micron has been a HUGE winner for Grok
Grok bought 153 shares of Micron on December 15th for $344.96 per share for a total investment of $52,778.88
Micron stock is now over $700, officially 2x higher than Grok's buy price
Grok has been trimming Micron every day this week and has now sold 101 of those shares and brought in a total of $55,275.79
Grok has now sold more Micron stock than it originally bought
Grok's remaining 52 shares are currently worth $39,733
You can see everything Grok and all of the AIs own in real time and every move they make on the Arena tab of the Rallies website and app
- App: link.rallies.ai/arena
- Website: rallies.ai/arena
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We gave Grok $100K in the stock market starting in late November to see if it could beat the market ... Micron has been a HUGE winner for Grok
Grok bought 153 shares of Micron on December 15th for $344.96 per share for a total investment of $52,778.88
Micron stock is now over $700, officially 2x higher than Grok's buy price
Grok has been trimming Micron every day this week and has now sold 101 of those shares and brought in a total of $55,275.79
Grok has now sold more Micron stock than it originally bought
Grok's remaining 52 shares are currently worth $39,733
You can see everything Grok and all of the AIs own in real time and every move they make on the Arena tab of the Rallies website and app
- App: link.rallies.ai/arena
- Website: rallies.ai/arena
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GROK HAS BEEN DESTROYING THE S&P 500
Grok's portfolio in the Rallies AI Arena is now up 33.3% since late November beating the S&P 500's return of 9.3%
Grok's portfolio in the Rallies AI Arena is now up 33.3% since late November beating the S&P 500's return of 9.3%
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WOLF IS HOSTING ITS FIRST IN PERSON ALL DAY EVENT ... GET EXCITED
WOLF SUMMIT #1 - NYC
We have been hosting Spaces and Live Streams for years and it's finally time to bring that in person
Come meet the people you hang out with online everyday
Here are the details:
- Monday, August 3rd in the middle of Times Square, New York City
- We have a full day of programming with a stacked list of speakers including:
@EinsteinoWallSt
@stocktalkweekly
@WolfRyan
@AceTheKid
@MapleStax
@PaperGainsInc
@Simply_Sim1
@KCTrades777
@RedDogT3
@JC_ParetsX
@leifthunder
@BullTradeFinder
@iv2171
@StockMKTNewz
- Tickets are just $250 for people with a funded @public account ($750 without Public)
- We only have a max of 200 seats available so move quick!
- Happy Hour event included, We have a hotel room block for people coming from out of town
WOLF SUMMIT #1 - NYC
We have been hosting Spaces and Live Streams for years and it's finally time to bring that in person
Come meet the people you hang out with online everyday
Here are the details:
- Monday, August 3rd in the middle of Times Square, New York City
- We have a full day of programming with a stacked list of speakers including:
@EinsteinoWallSt
@stocktalkweekly
@WolfRyan
@AceTheKid
@MapleStax
@PaperGainsInc
@Simply_Sim1
@KCTrades777
@RedDogT3
@JC_ParetsX
@leifthunder
@BullTradeFinder
@iv2171
@StockMKTNewz
- Tickets are just $250 for people with a funded @public account ($750 without Public)
- We only have a max of 200 seats available so move quick!
- Happy Hour event included, We have a hotel room block for people coming from out of town
Sekarang ada 13 perusahaan publik yang bernilai lebih dari $1 Triliun
Nvidia: $5.23T
Google: $4.81T
Apple: $4.31T
Microsoft: $3.08T
Amazon: $2.93T
Taiwan Semiconductor: $2.14T
Broadcom: $2.04T
Saudi Aramco: $1.75T
Tesla: $1.61T
Meta Platforms: $1.55T
Samsung: $1.21T
Walmart: $1.04T
Berkshire Hathaway: $1.03T
ikuti, suka, bagikan
Nvidia: $5.23T
Google: $4.81T
Apple: $4.31T
Microsoft: $3.08T
Amazon: $2.93T
Taiwan Semiconductor: $2.14T
Broadcom: $2.04T
Saudi Aramco: $1.75T
Tesla: $1.61T
Meta Platforms: $1.55T
Samsung: $1.21T
Walmart: $1.04T
Berkshire Hathaway: $1.03T
ikuti, suka, bagikan
Tether vs China di arena pembelian emas
Lihat siapa yang menang
Lihat siapa yang menang
#Bitcoin❗
Bitcoin mengubah biaya modal.
BTC sejak 2014:
45.9% CAGR
67.8% vol
0.53 Sharpe
MSTR sejak strategi BTC:
55.9% CAGR
90.8% vol
0.47 Sharpe
Nasdaq 100:
12.4% CAGR
23.2% vol
0.35 Sharpe
S&P 500:
10.5% CAGR
19.3% vol
0.34 Sharpe
60/40:
8.2% CAGR
11.0% vol
0.41 Sharpe
Emas:
7.0% CAGR
16.5% vol
0.13 Sharpe
Pertanyaan lama:
Bisakah ini mengalahkan S&P 500?
Pertanyaan baru:
Bisakah ini mengalahkan Bitcoin setelah volatilitas, pajak, likuiditas, dan risiko bertahan hidup?
Itu adalah penyesuaian harga.
BTC tidak bebas risiko.
BTC adalah biaya peluang baru.
MSTR menunjukkan tradeoff dengan jelas:
CAGR lebih tinggi daripada BTC.
Sharpe lebih rendah daripada BTC.
Volatilitas lebih tinggi daripada BTC.
Leverage dapat meningkatkan return.
Namun tidak dapat menghilangkan risiko.
Intinya:
Bitcoin tidak hanya mengungguli tolok ukur lama.
Bitcoin menjadi tolok ukur.
ikuti like bagikan
Bitcoin mengubah biaya modal.
BTC sejak 2014:
45.9% CAGR
67.8% vol
0.53 Sharpe
MSTR sejak strategi BTC:
55.9% CAGR
90.8% vol
0.47 Sharpe
Nasdaq 100:
12.4% CAGR
23.2% vol
0.35 Sharpe
S&P 500:
10.5% CAGR
19.3% vol
0.34 Sharpe
60/40:
8.2% CAGR
11.0% vol
0.41 Sharpe
Emas:
7.0% CAGR
16.5% vol
0.13 Sharpe
Pertanyaan lama:
Bisakah ini mengalahkan S&P 500?
Pertanyaan baru:
Bisakah ini mengalahkan Bitcoin setelah volatilitas, pajak, likuiditas, dan risiko bertahan hidup?
Itu adalah penyesuaian harga.
BTC tidak bebas risiko.
BTC adalah biaya peluang baru.
MSTR menunjukkan tradeoff dengan jelas:
CAGR lebih tinggi daripada BTC.
Sharpe lebih rendah daripada BTC.
Volatilitas lebih tinggi daripada BTC.
Leverage dapat meningkatkan return.
Namun tidak dapat menghilangkan risiko.
Intinya:
Bitcoin tidak hanya mengungguli tolok ukur lama.
Bitcoin menjadi tolok ukur.
ikuti like bagikan
🛢️ Kekuatan Minyak yang Sebenarnya Bukan dari Barrel, Tapi dari Kilang.
💥China dan AS dapat memproses 18,5 juta barrel per hari
China dan AS duduk sendirian di puncak penyulingan global, berdampingan di 18,5 mb/d masing-masing.
Semua yang lain jauh tertinggal.
• 🇨🇳 China: 18,5 mb/d. Sistem penyulingan terbesar di dunia
• 🇺🇸 Amerika Serikat: 18,4 mb/d. Masih yang paling kompleks dan fleksibel
• 🇷🇺 Rusia: 6,8 mb/d
• 🇮🇳 India: 5,2 mb/d
• 🇸🇦 Arab Saudi: 3,3 mb/d
Setelah China dan AS, ada jurang.
Penyulingan adalah tempat nilai, kontrol, dan leverage berada.
Minyak mentah tanpa kapasitas penyulingan hanyalah molekul yang mencari pembeli.
Inilah mengapa:
• China dapat mengimpor minyak mentah yang disanksi dan tetap mendominasi ekspor produk
• AS mengontrol kekuatan harga untuk barrel berat dan asam (Venezuela, Kanada, Timur Tengah)
• Eropa secara struktural terpapar, dengan kapasitas yang terfragmentasi dan menyusut
• Keamanan energi hari ini tentang kapasitas konversi, bukan cadangan
China membakar batu bara, tetapi menyuling minyak dengan skala yang tak tertandingi.
AS memproduksi minyak, tetapi menang dengan memproses barrel orang lain.
Dalam dunia yang terbatasi pasokan, apakah kilang sekarang lebih penting daripada produsen?
Saat ini, celah bensin AS masih terus meningkat.
Jauh di atas norma.
Celah pada level ini tidak bertahan, mereka mengundang respons politik.
China baru saja mencetak −1.866 dalam margin penyuling independen.
AS memuat skrip yang sama.
Analisis lengkap ada di komentar👇
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💥China dan AS dapat memproses 18,5 juta barrel per hari
China dan AS duduk sendirian di puncak penyulingan global, berdampingan di 18,5 mb/d masing-masing.
Semua yang lain jauh tertinggal.
• 🇨🇳 China: 18,5 mb/d. Sistem penyulingan terbesar di dunia
• 🇺🇸 Amerika Serikat: 18,4 mb/d. Masih yang paling kompleks dan fleksibel
• 🇷🇺 Rusia: 6,8 mb/d
• 🇮🇳 India: 5,2 mb/d
• 🇸🇦 Arab Saudi: 3,3 mb/d
Setelah China dan AS, ada jurang.
Penyulingan adalah tempat nilai, kontrol, dan leverage berada.
Minyak mentah tanpa kapasitas penyulingan hanyalah molekul yang mencari pembeli.
Inilah mengapa:
• China dapat mengimpor minyak mentah yang disanksi dan tetap mendominasi ekspor produk
• AS mengontrol kekuatan harga untuk barrel berat dan asam (Venezuela, Kanada, Timur Tengah)
• Eropa secara struktural terpapar, dengan kapasitas yang terfragmentasi dan menyusut
• Keamanan energi hari ini tentang kapasitas konversi, bukan cadangan
China membakar batu bara, tetapi menyuling minyak dengan skala yang tak tertandingi.
AS memproduksi minyak, tetapi menang dengan memproses barrel orang lain.
Dalam dunia yang terbatasi pasokan, apakah kilang sekarang lebih penting daripada produsen?
Saat ini, celah bensin AS masih terus meningkat.
Jauh di atas norma.
Celah pada level ini tidak bertahan, mereka mengundang respons politik.
China baru saja mencetak −1.866 dalam margin penyuling independen.
AS memuat skrip yang sama.
Analisis lengkap ada di komentar👇
follow like share
Lihat terjemahan
This chart ranks countries by reserves.
Production tells a different story.
Venezuela has the biggest reserves (303B) But before the change of MAduro its production was only 500k bpd.
US is number 8 in reserves (84B) but lifts 13.6 mbd.
The US lifts 27x more oil per year on roughly a quarter of Venezuela's reserve base.
Reserves are inventory.
Production is the trade.
Do not miss my latest article.
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Production tells a different story.
Venezuela has the biggest reserves (303B) But before the change of MAduro its production was only 500k bpd.
US is number 8 in reserves (84B) but lifts 13.6 mbd.
The US lifts 27x more oil per year on roughly a quarter of Venezuela's reserve base.
Reserves are inventory.
Production is the trade.
Do not miss my latest article.
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$LUNC 🚀🚀🚀 MENUJU $1 Atau $2 Atau $3
Ketika kita melihat penurunan di LUNC, itu sebenarnya bisa menjadi tanda baik, jangan panik. Semakin banyak penjualan berarti semakin banyak transaksi dan lebih banyak pembakaran yang terjadi di blockchain. 🔥
Semua ini bisa mengarah pada kenaikan harga yang lebih kuat ke depan.
#LUNC #TerraClassic #CryptoNews #Altcoins #LUNCCommunity #Memecoin #Web3 #CryptoCommunity
@LUNC
@terra_money
@COINGECKO
@LunaClassic HQ
@BinanceArabic
@CoinMarketCap
@BinanceUS
@krakenfx
ikuti suka bagikan
Ketika kita melihat penurunan di LUNC, itu sebenarnya bisa menjadi tanda baik, jangan panik. Semakin banyak penjualan berarti semakin banyak transaksi dan lebih banyak pembakaran yang terjadi di blockchain. 🔥
Semua ini bisa mengarah pada kenaikan harga yang lebih kuat ke depan.
#LUNC #TerraClassic #CryptoNews #Altcoins #LUNCCommunity #Memecoin #Web3 #CryptoCommunity
@LUNC
@terra_money
@COINGECKO
@LunaClassic HQ
@BinanceArabic
@CoinMarketCap
@BinanceUS
@krakenfx
ikuti suka bagikan
🚨Amerika Latin memproduksi lebih banyak emas daripada Cina.
Produksi emas pada 2025,(ton):
🌎 Amerika Latin: 390
🇨🇳 Cina: 380
🇷🇺 Rusia: 310
🇦🇺 Australia: 280
🇨🇦 Kanada: 200
🇺🇸 AS: 160
🇬🇭 Ghana: 150
🇲🇽 Meksiko: 140
🇰🇿 Kazakhstan: 130
🇺🇿 Uzbekistan: 130
🇵🇪 Peru: 110
🇮🇩 Indonesia: 90
🇿🇦 Afrika Selatan: 90
🇧🇷 Brasil: 80
🇲🇱 Mali: 70
🇨🇴 Kolombia: 60
Sumber: USGS Mineral Commodity Summaries 2026
Cina mendominasi pemurnian emas dan akumulasi cadangan, telah menjadi pembeli emas bank sentral terbesar di dunia selama bertahun-tahun.
Namun, mereka tidak mendominasi penambangan emas.
380 ton produksi domestiknya hanya menutupi sebagian dari apa yang mereka proses dan akumulasi.
Sisanya berasal dari impor termasuk dari produsen Amerika Latin dan Afrika yang sama di grafik ini.
Cina dan Rusia sedang mengakumulasi emas dengan laju rekor secara eksplisit sebagai lindung nilai terhadap dolar dan penyangga sanksi.
Produksi emas pada 2025,(ton):
🌎 Amerika Latin: 390
🇨🇳 Cina: 380
🇷🇺 Rusia: 310
🇦🇺 Australia: 280
🇨🇦 Kanada: 200
🇺🇸 AS: 160
🇬🇭 Ghana: 150
🇲🇽 Meksiko: 140
🇰🇿 Kazakhstan: 130
🇺🇿 Uzbekistan: 130
🇵🇪 Peru: 110
🇮🇩 Indonesia: 90
🇿🇦 Afrika Selatan: 90
🇧🇷 Brasil: 80
🇲🇱 Mali: 70
🇨🇴 Kolombia: 60
Sumber: USGS Mineral Commodity Summaries 2026
Cina mendominasi pemurnian emas dan akumulasi cadangan, telah menjadi pembeli emas bank sentral terbesar di dunia selama bertahun-tahun.
Namun, mereka tidak mendominasi penambangan emas.
380 ton produksi domestiknya hanya menutupi sebagian dari apa yang mereka proses dan akumulasi.
Sisanya berasal dari impor termasuk dari produsen Amerika Latin dan Afrika yang sama di grafik ini.
Cina dan Rusia sedang mengakumulasi emas dengan laju rekor secara eksplisit sebagai lindung nilai terhadap dolar dan penyangga sanksi.
AS memainkan alokasi minyak.
Cina memainkan infrastruktur.
AS mengalihkan minyak mentah Venezuela dari Cina ke India.
Cina mendanai pelabuhan, kereta api, dan bandara di seluruh Amerika Latin yang dipetakan oleh peta ini.
2 permainan, 2 metrik, 1 belahan bumi ...
Cina memainkan infrastruktur.
AS mengalihkan minyak mentah Venezuela dari Cina ke India.
Cina mendanai pelabuhan, kereta api, dan bandara di seluruh Amerika Latin yang dipetakan oleh peta ini.
2 permainan, 2 metrik, 1 belahan bumi ...
Lihat terjemahan
🇺🇸 BREAKING: After months of setbacks, the U.S. CLARITY Act is now scheduled for a Senate Banking Committee vote on May 14.
Lihat terjemahan
MSTR is not “1.5x Bitcoin.”
It is Bitcoin raised to a power.
Since Saylor’s first BTC buy:
log(MSTR) = a + 1.53 · log(BTC)
R² = 0.91
n = 71 monthly closes
β = 1.53 ± 0.14
Or:
MSTR ∝ BTC^1.53
That is not simple leverage.
That is elasticity.
BTC +100% does not map to MSTR +150%.
The power-law map is:
2^1.53 = 2.89x
That is +189%.
BTC -50% maps to:
0.5^1.53 = 0.35x
That is -65%.
This is the trade.
CAGR:
BTC 40.5%
MSTR 55.9%
Volatility:
BTC 60%
MSTR 91%
Max drawdown:
BTC -73%
MSTR -83%
Sharpe:
BTC 0.56
MSTR 0.49
Sharpe is return per unit of volatility.
MSTR made more money.
BTC gave more return per unit of risk.
That is not bearish on MSTR.
It is bullish for Bitcoin.
BTC is the base asset.
MSTR is the amplified wrapper.
It is Bitcoin compounded, at the cost of a deeper trough.
The price of admission is not 1.5x leverage.
The price of admission is conviction through full cycles.
Most people see the 2.89x upside.
Fewer price the full path required to earn it.
It is Bitcoin raised to a power.
Since Saylor’s first BTC buy:
log(MSTR) = a + 1.53 · log(BTC)
R² = 0.91
n = 71 monthly closes
β = 1.53 ± 0.14
Or:
MSTR ∝ BTC^1.53
That is not simple leverage.
That is elasticity.
BTC +100% does not map to MSTR +150%.
The power-law map is:
2^1.53 = 2.89x
That is +189%.
BTC -50% maps to:
0.5^1.53 = 0.35x
That is -65%.
This is the trade.
CAGR:
BTC 40.5%
MSTR 55.9%
Volatility:
BTC 60%
MSTR 91%
Max drawdown:
BTC -73%
MSTR -83%
Sharpe:
BTC 0.56
MSTR 0.49
Sharpe is return per unit of volatility.
MSTR made more money.
BTC gave more return per unit of risk.
That is not bearish on MSTR.
It is bullish for Bitcoin.
BTC is the base asset.
MSTR is the amplified wrapper.
It is Bitcoin compounded, at the cost of a deeper trough.
The price of admission is not 1.5x leverage.
The price of admission is conviction through full cycles.
Most people see the 2.89x upside.
Fewer price the full path required to earn it.
Lihat terjemahan
#a16zCryptoSaysRWATops$30B
Tokenized “real-world” assets (RWAs) have surged 10x in two years, now topping $30B — with nearly half held in U.S. Treasury debt.
The growth reflects rising institutional demand to put traditional financial instruments onchain, from government bonds and commodities to equities and private credit. While U.S. Treasuries dominate today, the asset class is broadening, with more categories gaining meaningful share in recent quarters.
Note: RWAs are traditional financial instruments such as government bonds, commodities, and equities that are represented onchain as tokens.
Tokenized “real-world” assets (RWAs) have surged 10x in two years, now topping $30B — with nearly half held in U.S. Treasury debt.
The growth reflects rising institutional demand to put traditional financial instruments onchain, from government bonds and commodities to equities and private credit. While U.S. Treasuries dominate today, the asset class is broadening, with more categories gaining meaningful share in recent quarters.
Note: RWAs are traditional financial instruments such as government bonds, commodities, and equities that are represented onchain as tokens.
Lihat terjemahan
Top 6 Most Visited #cryptocurrencies on #CoinpediaMarkets with Trade Volume🔎🔥
1.Bitcoin ( $BTC )
2. XRP ( $XRP )
3. Ethereum ( $ETH )
4. Terra Classic ( $LUNC)
5.Solana ( $SOL)
6. Toncoin ( $TON)
Can you guess which one will be next?
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1.Bitcoin ( $BTC )
2. XRP ( $XRP )
3. Ethereum ( $ETH )
4. Terra Classic ( $LUNC)
5.Solana ( $SOL)
6. Toncoin ( $TON)
Can you guess which one will be next?
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Lihat terjemahan
Bitcoin and ocean tides share the same structure.
Both oscillate around an attractor.
The ocean mean-reverts to a flat attractor.
Bitcoin mean-reverts to a rising attractor.
The deeper insight:
Bitcoin’s attractor follows a power law.
That makes it scale-invariant.
Tides return to the same sea level.
Bitcoin tends to return to a higher trend value.
Both oscillate around an attractor.
The ocean mean-reverts to a flat attractor.
Bitcoin mean-reverts to a rising attractor.
The deeper insight:
Bitcoin’s attractor follows a power law.
That makes it scale-invariant.
Tides return to the same sea level.
Bitcoin tends to return to a higher trend value.
Lihat terjemahan
#energy
This chart shows what the Iran war has done to OPEC oil production between February and March 2026.
Change in crude oil production, Feb to March 2026:
🇮🇶 Iraq: -53.9%
🇰🇼 Kuwait: -53.5%
🇦🇪 UAE: -43.7%
🇸🇦 Saudi Arabia: -23.2%
🇩🇿 Algeria: 0.0%
🇱🇾 Libya: +0.8%
🇳🇬 Nigeria: +5.3%
🇨🇩 Congo: +6.9%
🇻🇪 Venezuela: +7.8%
Iraq and Kuwait have lost more than half their output in a single month.
The UAE is down nearly 44%.
Saudi Arabia is down 23%.
The Gulf producers that collectively anchor global oil supply have been simultaneously disrupted to a degree with no modern precedent.
The producers gaining share are the ones furthest from the conflict:
Venezuela, Congo, Nigeria all posting small production increases as Gulf barrels disappear from the market.
West African and Latin American crude is filling a fraction of the gap.
OPEC's largest producers are simultaneously down 23–54%.
No amount of Venezuelan or Nigerian upside offsets that.
This chart shows what the Iran war has done to OPEC oil production between February and March 2026.
Change in crude oil production, Feb to March 2026:
🇮🇶 Iraq: -53.9%
🇰🇼 Kuwait: -53.5%
🇦🇪 UAE: -43.7%
🇸🇦 Saudi Arabia: -23.2%
🇩🇿 Algeria: 0.0%
🇱🇾 Libya: +0.8%
🇳🇬 Nigeria: +5.3%
🇨🇩 Congo: +6.9%
🇻🇪 Venezuela: +7.8%
Iraq and Kuwait have lost more than half their output in a single month.
The UAE is down nearly 44%.
Saudi Arabia is down 23%.
The Gulf producers that collectively anchor global oil supply have been simultaneously disrupted to a degree with no modern precedent.
The producers gaining share are the ones furthest from the conflict:
Venezuela, Congo, Nigeria all posting small production increases as Gulf barrels disappear from the market.
West African and Latin American crude is filling a fraction of the gap.
OPEC's largest producers are simultaneously down 23–54%.
No amount of Venezuelan or Nigerian upside offsets that.
Lihat terjemahan
People think these altcoin pumps are random.
They’re not. ❌
$ONDO +85%: after tokenized Treasury pilot with JPMorgan, Mastercard & Ripple
$ICP +76%: after Pakistan launched sovereign AI cloud infrastructure on ICP
$JUP +45%: after regulated on-chain equities push with Securitize + Jump
$DAG +197%: after AI/Nasdaq narrative expansion ahead of May 14 event
Let’s see if markets still believe this by Monday.
They’re not. ❌
$ONDO +85%: after tokenized Treasury pilot with JPMorgan, Mastercard & Ripple
$ICP +76%: after Pakistan launched sovereign AI cloud infrastructure on ICP
$JUP +45%: after regulated on-chain equities push with Securitize + Jump
$DAG +197%: after AI/Nasdaq narrative expansion ahead of May 14 event
Let’s see if markets still believe this by Monday.
Lihat terjemahan
$125,000 invested in $ETH 5 years ago is now worth $73,400.
$125,000 invested in Potatoes 1 month ago is now worth $1,000,000.
ETH is getting outperformed by Potatoes.
$125,000 invested in Potatoes 1 month ago is now worth $1,000,000.
ETH is getting outperformed by Potatoes.
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