Data Engineer managing a $20K+ US portfolio from India. Investing in Super Intelligence + Crypto + Robotics + Quantum. Views are Not Financial Advice.DYOR.
Not Investment Advice
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People here are so short sighted that they forgot we are in an AI war with China and the US will have to keep spending on AI to keep their lead. The payoff will literally come once the scale is achieved. Stop looking at the bond yield, keep your eyes on AGI.
JUST IN: Leopold Aschenbrenner warns China could "take over the world" if they achieve AGI before the United States.
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Banks themselves would be regretting now. If clarity passed they could have banned the yields on stablecoins but now, Coinbase and others can continue to give yields on stablecoins deposits which is a loophole of Genius Act that Clarity act was meant to fix.
UNO Reverse literally.
Clarity Act failing may have been best thing that ever happened to crypto…
Seems like industry & regulators have shifted into overdrive over past week.
Basically a two year window to upgrade financial system & first week progress hasn’t disappointed.
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Prime Invests retweeted
The elite won’t suffer but everyone else will- that’s 100% guaranteed. Worth a very short read.
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Break out of the Matrix!
Or, at least get to where you have the option to.
Some people love the 9-5 grind. That’s okay!
But there is a freedom to knowing you can tell your boss to pound sand at any moment if they piss you off.
It’s like the moment when Neo learns he doesn’t have to dodge bullets.
He learns the physical laws governing the Matrix only have power over him to the extent that he accepts them.
Once you have the option to get out, your world changes. The matrix loses ALL power!
Remember this: Neo asks Morpheus whether he’ll eventually be able to dodge bullets….Morpheus essentially tells him that when he’s ready…he won’t have to.
That can be YOU!!!
Imagine waking up every day for 50 years to:
- stress through the morning w. kids
- drop off your kids with a few randoms adults for 10h.
- spent 1h in traffic, doing literally nothing.
- go to job for 8-10h to work on someelse dream.
- colleagues that truly don't care about you when.
- spent 1h in traffic home, doing literally nothing.
- pick up tired and emotional exhausted kids.
- pick up groceries, wash clothes, feed kids snacks, clean house, walk the dog, cook food, bath kids, make launch boxes, get kids to bed within 2-3h.
- sit down on your sofa, tired, exhausted.
- try and find energy for your relationsship.
- prep for next day, go to bed.
This is not a life. I've done this over and over again.
Don't get my wrong. I'm grateful for everything I have.
Beautiful kids, wife, great career and even extra energy to training and sidehustle.
And that's exactly why I grind. Why I invest. Why I'm trying to build something for myself.
I've had enough. I'm not doing it any more. It's not a life for me. I want:
- relaxing and peaceful mornings
- time with my kids and wife
- time for walks and training without stress
- time for hobbies, projects, life, gardening
- let my kids stay home when they need it
- time for cooking healthy dinners EVERY day.
- enough energy at night for a book, talk, conversation
I don't need a Ferrari. I don't need $15M portfolio.
$3M is far more than enough and a job I love, that I've created for myself.
Hopefully $IREN $NBIS $CIFR and $BE can get me some of the way.
I love research. I love the stock market. I love creating content. That's my goal. That's the job I love and want.
BP.....C..... loading mf. Much more to come.
-BPC
Not financial advice.
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Prime Invests retweeted
Higher rates have been leading to more inflation for several years now, IMO. Much of our inflation is being driven by a shortage of supply (e.g. housing, computing resources, healthcare) not an excess of demand. Higher rates inhibit supply, which further increases shortages, and thus adds to inflation.
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Nobody is paying attention to this.
"MASS TOKENIZATION" is coming, and most people have no idea what's coming.
1. The $115T stock market will be tokenized
2. The $117T bond market will be tokenized
3. $390T real-estate will be tokenized
4. $26T+ in gold will be tokenized
5. $15T in private funds will be tokenized
6. US government debt will go digital
7. Private loans will go digital
8. Arts and collectibles will go digital
9. Roads and power plants will go digital
10. $7T/year Insurance industry will go digital
11. Every firm will have their OWN onchain product
12. Companies launch their shares onchain
13. Stablecoins, moving $7.3T a month, become the normal way to move money
14. Markets stop closing, running 24/7
15. Settlement drops from T+1 to seconds
16. Money and assets cross borders without correspondent banks
17. Everything you own becomes something you can borrow against
18. Finally, crypto and tradfi become the same market
8.2 BILLION people on Earth will use it without knowing.
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And just today I wrote this post.
U.S. CONSIDERS OVERSEAS PUSH FOR DOLLAR-BACKED STABLECOINS: REPORTS
$CRCL
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NVIDIA SAYS EVERY SUPERCOMPUTER WILL BECOME A QUANTUM SUPERCOMPUTER.
HERE'S WHAT THAT LOOKS LIKE.
Today NVIDIA named the first quantum computer going into its flagship quantum research center and it's IonQ's Superion 256, installing next year.
The Superion sits alongside NVIDIA's GB200 NVL72, the rack that runs frontier AI. NVQLink connects them at microsecond speeds. CUDA-Q decides which processor gets which part of the problem.
The QPU isn't a separate machine you send jobs to. It becomes another processor inside the supercomputer, next to the CPU and the GPU. The system routes the number crunching to the GPU and the quantum hard pieces, chemistry, optimization, simulation, to the QPU.
Eventually the user won't know which processor did which part of the work and that's the finish line. Quantum stops being a destination and becomes a component.
NVIDIA's quantum chief, Timothy Costa: "Every supercomputer will become a quantum supercomputer."
$IONQ $NVDA $INFQ
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I'm long $QCOM due to its tailwinds in data centers, new Super Intelligence hardware and humanoid/robotics
$QCOM CEO Cristiano Amon on HBC as agentic AI becomes the norm on all devices.
“Some of those future agentic AI devices that you have seen, they may process up to 1M tokens per day on the device while remaining available throughout the day.”
HBC (High Bandwidth Compute) uses 3D stacked low power memory and places AI compute closer to that memory, dramatically reducing the amount of data that needs to move around the chip. That means higher AI performance with much better power efficiency, which is critical for running agentic AI all day on a battery powered device.
HBC was originally developed for the data center and $QCOM is now scaling it down to smartphones and then to laptops, smart glasses and cars too.
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That's because you dont know what problem they are meant to solve.
To understand this, you need to understand macroeconomics, US debt problem, Genius Act and (Future) Clarity Act.
Here's a question I asked Perplexity during my research:
Q: How does the GENIUS Act / stablecoins help with the US debt problem?
A: The interest payments (not the full debt) were ~$970 billion (~$1 trillion) in FY 2025 — not $7 trillion. The $7T figure you may be thinking of is the total amount of US debt that needed to be refinanced/rolled over in 2025 (short-term debt coming due), not the interest alone.
Now, how does the GENIUS Act help?
The Core Mechanism — Forcing Private Demand for US Treasuries:
The GENIUS Act requires every stablecoin to be backed by U.S. Treasury bills or cash. As stablecoin markets grow, issuers are forced to buy more T-bills to back new coins. This creates automatic, structural demand for US government debt from the private sector.
Treasury Secretary Scott Bessent explicitly stated: "Stablecoins will broaden dollar access for billions worldwide and trigger an increase in demand for US Treasuries".
The numbers projected:
Current stablecoin market: ~$250 billion
Bessent's projection by 2028: $2 trillion in stablecoins → $2 trillion in forced Treasury demand
BNP Paribas analysis confirms this could meaningfully boost T-bill demand
Why this matters for the debt:
Higher demand for Treasuries → lower interest rates the US must pay on new debt
It essentially creates a new class of captive buyers of US debt (stablecoin issuers globally)
It also extends dollar dominance globally — if billions of people in developing countries hold USDC instead of their local currency, they are indirectly holding US debt
Think of it this way: the GENIUS Act turns the global crypto economy into an indirect buyer of US debt, which is clever financial engineering — but it's a supporting pillar, not a solution to the underlying fiscal deficit.
Hopefully, this would help you go down the rabbit hole and catch the trend early. 99% people are still sleeping on it.
$CRCL $COIN $LINK $SECZ $DVLT $XRP
I don't see any value in stablecoins.
Could anyone explain why tf this is useful for the world??
Wouldn't mind if $SOFI does well though...
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Weird how many thought Meta Reality Labs did nothing except losing money....all of a sudden its going to be everywhere...
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Did Metaverse really fail then?
$META launched its new $1,299 VR Glasses, a full VR headset in a glasses-style design weighing just ~100g.
> Ships spring 2027
> 5K display + full-color passthrough
> Snapdragon Reality Elite chip
> External battery + compute pack
> Up to 3-hour battery life + 45W fast charging
> Dolby Vision + Dolby Atmos
> First IMAX Enhanced certified VR device
> Muse built directly into the OS
> Hand + eye tracking
> Virtual keyboard + trackpad
> 75 games playable with hand gestures at launch
> Full Quest library with controllers
> Xbox Cloud Gaming
> Disney+ Immersive Cinema + live sports
> Mac/PC productivity support
> Photorealistic hologram calls on WhatsApp + Zoom
Full live Demo:
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History is the evidence: the people who fight a tech revolution do not stop it. They just make sure someone else owns it.
The lack of pattern recognition around AI blows my mind. 😂
We watched the internet change business.
Smartphones change communication.
Social media change attention.
Software automate entire industries.
Now we have technology that can think, write, code, analyze and execute increasingly complex tasks…
And people are still arguing about whether AI is the future.
Every serious person I know is incorporating AI into their life as fast as possible and still feels behind.
Every non-serious person I know is still finding reasons to deny it. 😂
You don’t need to know exactly what happens next to see the direction this is going.
You don’t need prediction skills.
You barely even need pattern recognition.
This is so painfully obvious that I’m legitimately concerned for the people who still can’t see it.
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Prime Invests retweeted
AI doomers say if we build AI we might die.
But they have it backwards: 165,000+ people already die every day. Cancer, heart disease, illnesses, car crashes. AI is helping us solve these.
Slowing progress doesn't keep us safer, it guarantees more preventable deaths.
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If you knew how much easier it is to make money with money you would stop spending your money on stuff that doesn’t bring you more money
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The biggest pleasure in investing is not making money, but acquiring a sufficiently deep understanding of the world that capital becomes a natural byproduct and extension of your consciousness
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