AI & tech researcher. Disciplined value investor. Long $SVIA

New York, NY
One of my favorite features in Silvia $SVIA is Radar. If you haven't tried it yet, then you are seriously missing out. Radar is crazy simple to use. All you do is tell Silvia what to look for, and she will rerun that check with fresh data on a recurring schedule. Once it's set, you don't have to ask each time to run the check. Silvia will notify you when there's something worth knowing. Here is what I currently have set up in Radar: > Notify me when my checking account drops below $5,000 > Notify me when my emergency fund covers 6 and 12 months worth of expenses. > Notify me when my credit card balance is $500 or more. > Notify me when $SPY, $QQQ, and $BTC move 2%+ in a single session. > Review my mortgage balance every quarter. > Track the estimated value of my home and monitor local housing market conditions, days-on-market trends, and seasonal patterns.
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OrbitWinder retweeted
The older I get and the more I read, the more I realize most of success comes from working harder than others. Outworking. Embracing the pain. Yes the super successful catch some breaks but their stories start out with hard work and not knowing the outcome (and actually often quite a bit of bad luck). But they persevere. They keep working hard in the face of calamity. Most people don’t realize they’re not working hard until they see someone next level. Here’s an analogy… I’m frequently on the road. As a result, I sometimes use hotel gyms. (Normally I use my home gym which I love thanks to @homegymcoop and @DeanTTraining.) But at the hotel gym it is obvious why people who “workout” everyday don’t look like it. Not working nearly hard enough. Going through the motions 3 sets of 8 reps, never a rep in question and on to the next machine. This was me, btw, at one point. Going through the motions. But I learned from some of the best lifters in the world- watched what they did. And now? I am working my absolute tail off. My last rep of a set is often so excruciating. I’m not sure I’ll complete it. Sometimes I don’t. Walking around listening to music in a room with weights is not working out. True in life too. Showing up is not enough. You’ve got to outwork others. And you’ve got to get yourself in a position to see what the elite are doing. Then mimic it. But by far the easiest way to differentiate is to work harder. Harder than you are now. Increase intensity and duration. That will open doors into new rooms. Once you are in the room you repeat. Push to the max. That’s the only way to ensure you are getting everything you can out of it. That leads to the next room. Point is, there is more and better available to you. The progress you are looking for is in the next 1%. And most people won’t get it. Because that next 1% is hard.
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OrbitWinder retweeted
We have officially secured silvia.com. $SVIA
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I will answer questions about $SVIA for the next hour. What do you want to know? What suggestions do you have for the product & business?
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Interest rates are soaring as the global energy crisis worsens. Equities $SPY $QQQ and assets $BTC are selling off as the 10Y yield rises above 5%. I asked Silvia $SVIA how heightened rates will impact my portfolio and liquidity. And it blew my mind. > listed which equities are most at risk and why > provided insight into my mortgage risk exposure > explained my cash position impact The level of detail is pretty incredible and makes it much easier to manage my portfolio.
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Good news. You can do all of this for FREE with Silvia $SVIA. Right now, I am using Silvia to: > track my net worth > build a budget > identify unnecessary expenses > find new investment opportunities > rebalance my portfolio > tax loss harvesting
Track your net worth. Not every day. Not every hour. But consistently. Your income tells you how much money comes in. Your expenses tell you where it goes. Your net worth shows whether your overall financial position is improving. Assets minus liabilities. That's the number that connects all the pieces. You can increase your income. Reduce unnecessary expenses. Pay down debt. Invest consistently. Build cash reserves. Over time, those decisions show up in your net worth. Sometimes the most useful financial metric isn't your portfolio's return. It's whether you're becoming more financially independent each year.
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OrbitWinder retweeted
New name. New ticker. Same mission. Introducing Silva, Inc. ($SVIA) Building financial super intelligence for everyone.
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Yes, Silvia $SVIA owns $BTC; however, it is so much more than just a bitcoin treasury company. Have you used Silvia? It’s a leading AI financial solution that is better than OpenAI, Grok, Anthropic, and Gemini for personal finance related questions.
Anthony Pompliano's BTCTC has changed its name and ticker from Pro Cap Financial $BRR to Silvia $SVIA Silvia.
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Amazon $AMZN blocking $META Muse is just the first of many such cases we will see as AI agents continue to gain in popularity and become more usable. Agentic shopping and AI agents more broadly will force many of the largest and most established retail companies to adjust their business models and operations. Like: > Shopify $SHOP > Wayfair $W > Target $TGT > Walmart $WMT Amazon is particularly interesting because it is the most widely used shopping platform in the world. Blocking Muse is protecting advertisers on its platform. Agents don’t respond to ads like humans do. The same will be true for $GOOG search. I couldn’t tell you when the last time it was when I clicked a Google Ad. Advertising is drastically changing and I don’t think anyone knows what the future holds. Everything is moving so fast and will not slow down anytime soon. It’s moment like these where entirely new industries, products, and jobs are created. This is the AI revolution finally coming to fruition. Just like how rail roads overhauled transportation and the automobile birthed the modern highway system, no one is sure what AI will do. And we are starting to see cracks. Defensive posturing by Amazon is normal and to be expected. However, it can only play defense for so long. The market is an incredible forcing mechanism. And it will force companies to adapt. If not, they will go bankrupt.
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What is happening with $META is fascinating. And most are not connecting the dots. Since dropping Muse, it has added ~$200 billion to its market cap. In just 12 days, Muse has been downloaded by 2.8 million users and is now ranked 1 on the App Store. It’s out competing $GOOG Gemini, $SPCX Grok, OpenAI, and Claude. Shopify $SHOP and Stripe just partnered with Muse for AI-powered checkouts. Muse is now dominating the AI conversation, but its success still has a challenging road ahead. Even with 1 billion users and a modest 3% paid conversion rate, that only translates to ~$10 billion in revenue according to Jeffries. What matters from here: > Does Muse keep daily use after the launch spike? > Does Meta take a rate on transactions, or does this become another engagement feature? Meta $META has come a long way. Aside from Muse, its internal AI products are already helping with Ad optimization and broad business efficiency. And Muse may be one of Meta’s first products in a long time that consumers are willing to pay for.
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Silvia 2.0 $SVIA just launched. Friendly reminder that Silvia is 100x better if you provide it with context and access: > Checking & Savings > Credit Cards > Investment Accounts > Retirement Accounts > Private Investments > Loans (Auto, Home, etc) It uses Plaid for 3rd party account access (read only). This is an industry standard solution and is used by the largest financial institutions. Silvia is also Soc 2 Type II accredited, so it has passed rigorous data security audits by trusted 3rd party evaluators.
Today we are launching Silvia 2.0 New look and feel. Same great product you love. cfosilvia.com
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Have you tried out @cfosilvia Silvia $SVIA? It is much better than ChatGPT for personal finance. It out performs frontier labs across taxes, mortgages, credit cards, and other personal finance topics.
I hate doing my taxes or even reviewing my accountant’s work. But there’s A LOT of money to be saved if you plan for taxes proactively, especially if you own a small business. ChatGPT Finances has been a godsend for this. Here's what I did: 1. I connected my financial accounts securely through Plaid. 2. I pointed ChatGPT to a Google Drive folder with my tax documents. Then I came up with the prompt below to set up a monthly tax advisor that reviews your finances, flags gaps, and gives you a prioritized list of actions to take before deadlines: \\ PROMPT Act as my monthly tax advisor. Your goal is to proactively help me save money on taxes and avoid penalties. Explain everything in plain English and focus on decisions I can make before important deadlines. Sources 1. Connected financial accounts 2. My Google Drive tax folder: [link] 3. Relevant emails with my accountant: [name or email address] Workflow 1. Review the sources and flag anything missing, stale, incomplete, or disconnected. 2. Reconcile my year-to-date income, withholding, estimated tax payments, investment gains and losses, retirement contributions, and, where applicable, business revenue and expenses. Exclude internal transfers. 3. Produce a concise report with a prioritized numbered list of actions I can take before important deadlines. If useful, also create an interactive dashboard that helps me compare my options. Repeat this workflow monthly and carry forward unresolved items. Ask only for information that would materially change the advice. Do not move money or take financial actions without my approval. \\ This is just one of 6 ways to use ChatGPT Finances to save money and make informed financial decisions that @ebloch and I covered in our latest interview. 📌 Watch the full episode here: piped.video/fbzlqxkJrCU
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ProCap Financial $BRR has officially rebranded to Silvia and is now trading under the ticker $SVIA. This rebrand has been a long time coming and was needed. Just in the last six months, the business has completely changed for the better. Silvia is the first publicly traded agentic finance firm. Its flagship product, Silvia, is a personal financial AI agent that has over $60 billion in connected financial assets. And Silvia has outperformed OpenAI, Anthropic, Grok, and Gemini on personal finance related topics, including credit cards, mortgages, and taxes. General purpose models developed by frontier labs are great, but they are incredibly expensive and lack the necessary depth to truly succeed in the financial industry.
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OrbitWinder retweeted
The team pointed out that $BRR is finally outperforming bitcoin and S&P 500 in 2026. When you are on a roller coaster ride, you look for every little win you can get. Still lots of work to do. "Jobs' not done."
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More people need to read this, especially those convinced AI is in a bubble that’ll end like the dot-com era. News flash - it won’t. AI is buoying the economy and will continue to do so. It’ll raise GDP across the board and it will drastically improve profitability/margins across $SPY, $QQQ, and $IWM.
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Silvia $BRR is the perfect example of specialized AI agents and models. The large, general purpose models being developed by Anthropic, OpenAI, Gemini, and Grok will never have the necessary depth outside of a few domains. This is why Silvia is able to dominate in the finance niche and will continue to do so.
Silvia is the #1 AI product for tax, mortgage, and credit cards. Every investor should be using AI to manage their finances. The more people use @cfosilvia, the faster their net worth grows. I explained to @Varneyco on Fox Business this morning.
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I am still confident Metaplanet $MPJPY $MTPLF will reform the Series 10 further. They need a large and diverse shareholder base. And the Series 10 plan will continue to be a drag until it’s fully reformed. 41% was a good faith start, but they will have to roll it back further to get institutional and retail investors back on board. Without a sufficient shareholder base the fly wheel is limited. I am still holding onto my shares and am confident further reforms are coming - sooner rather than later. Today was a strong day for the stock. Now imagine where it can trade with the Series 10 plan behind us.
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Very few are better than $META when it comes to user experience. And this is why Muse is dominating. Meta knows how to design, develop, and ship products at scale. But not just any product. Products that will be used by millions - if not billions - of users. > Facebook > Facebook Messenger > Instagram > Reels > WhatsApp Now, can they hold the lead and occupy the conversation? Only time will tell. $SPCX Grok Bot is still growing and getting better every week. OpenAI is building capabilities to compete against both. And Anthropic will eventually get in the personal AI agent space as well. Competition is good. It's great for consumers and forces businesses to ruthlessly iterate, test, and ship the best product possible.
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Silvia $BRR just made its most important announcement yet. It’s now the number one ranked AI system across: > Mortgages > Credit Cards > Tax Silvia ranked first among seven AI products on the company’s benchmarks for both factual accuracy and the use of primary-source citations. These benchmarks are publicly available on Hugging Face. However, this is only part of the story. Over the past six months, Silvia has rebuilt its tech stack to reduce dependence on generic, off-the-shelf AI tools. It now consists of three key components: > Data Pipelines > Harness > Model Training What started out as a ChatGPT wrapper 18 months ago, is now becoming a research lab purely focused on finance. The company is transitioning from an application layer on top of someone else’s intelligence to owning more of the system and weights that produces, retrieves, verifies, and delivers real outcomes. Leading frontier labs - like OpenAI, Gemini, Anthropic, and xAI - are building models capable of serving most industries. Silvia, on the other hand, is concentrating its data, evaluation, product design, and model training on specific problems everyday investors, financial institutions, and households face. This deliberate focus and strategic direction is why Silvia’s response times have dropped by 48%, user engagement and experience drastically increased (more paying subscribers), and cost per question dropped by a staggering 59%. It’s incredible how far Silvia has come and where the product is heading. They are moving ridiculously fast and are executing with precision.
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