3x Founder · Trader · Philanthropist · Investor 👇🏼 @jito @basepowerco @shieldaitech @aaloatomics @reflection_ai @PsiQuantum @FirehawkAero @neurophos
La La Land
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Consumer cash pile is $22.62T, with checking accounts at $6.34T
It totaled $22.62T in 2026Q2, up from $14.71T in 2019Q4.
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Dispersion
The SOX is roughly 14% below its June high, yet only three of its 30 members are closer to their own highs.
Ten are still more than 30% below their 52-week peaks, with the average stock down around 26%.
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Absolutely insane.
Paging Hezbollah - a documentary where terrorists get blown up by pagers.
Hollywood could never write an action movie this creative.
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The largest and most reliable price-insensitive bid is going quiet.
85% of corporates turn off their buybacks by week-end just as CTAs are set up to sell.
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CTA flows go asymmetric into October
The systematics are loaded to sell on the way down and barely a bid on the way up.
Per @GoldmanSachs, a down >2 Std Dev move triggers heavy selling to "-184.4b," while the up-market scenarios cap out around +88.7b to +89.9b.
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It’s almost trivial to see the propaganda with AI doom and the sources of where it’s all coming from.
The media lies to you because they think you are retarded.
Former Anthropic researcher Jacob Coxon became a media superstar after going public with his AI fears. He insisted that he wasn’t working with any third party organizations. Familiar sources told us a different story: DEY., a PR firm representing many of the most prominent AI safetyists, was booking his interviews.
One source, who had direct knowledge, even said DEY. preemptively booked Nate Soares, a prominent AI safety figure, for interviews that directly overlapped with Jacob going public.
Jacob working with DEY. is notable for two reasons: first, as mentioned, he previously said he wasn’t working with third parties. Second, we are in the middle of a national conversation about the future of AI that is actively determining how we regulate the most powerful technology in the world, largely thanks to the panic stirred up by Jacob — and it’s in the public’s interest to know who, exactly, is behind it.
Scoop from @huntryerson 👇
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Global blockchain-based fixed-income issuance reached €4.8bn in 2025, up 48% from 2024.
A Finadium study estimated that using blockchain-based intraday repo for 15% of activity could reduce intraday liquidity buffer needs by 8–17%.
DTCC is the next big test.
@DeutscheBank says DTCC to launch its tokenization service in Oct 2026, covering Russell 1000 constituents, ETFs tracking major indices, and US Treasury bills, notes and bonds.
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WTI crude oil net positioning is at 12m highs, with the 4wk change at +2 standard deviations.
Shorts were reduced faster than longs came off, leaving a still-meaningful long bias.
— @jpmorgan
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Up Volume vs. Total Volume (Up and Down Volume) ratio is approaching a trade-able low for equities.
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