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@BeenThereCap "We have probably lost the high-speed delivery crown (now expanded way beyond pizza) to China although only by a bit; we are still world-class at high speed delivery. (Amazon Instacart DoorDash Uber Grubhub.) 2/2"
X Link @BeenThereCap 2025-10-13T21:25Z 8781 followers, XXX engagements

"Media profiles of Zohran Mamdani say that up close he is personable charming and reasonable-sounding. So was Hitler in the 1930s. Mamdani is not Hitler. The point is: Both desire(d) terrible policies and are more clearly assessed from afar. Churchill knew that in the 1930s"
X Link @BeenThereCap 2025-10-15T13:12Z 8785 followers, 1262 engagements

"This is my only October post of spec-tech-stock-bubble porn (at least so far): When $OKLO went public at $XX last year my decade(s) of nuclear & tech investing experience told me it could easily be overvalued at $XX. Its trading range for the day is now $XX $164-194. 1/2"
X Link @BeenThereCap 2025-10-15T17:21Z 8785 followers, 5759 engagements

"Until now Morgan Stanley restricted crypto to clients who had at least $XXX million in assets plus a stated risk profile of "aggressive" plus a taxable account. The institutional capitulation isn't done. There is still yet more pent-up bitcoin demand to be unlocked. 2/2"
X Link @BeenThereCap 2025-10-10T21:37Z 8772 followers, XXX engagements

"On Tuesday with $ASPI's stock price up XX% in X days to close at $XXXXX management announced a decent-sized stock offering. The stock fell to $XXXXX yesterday and the offering priced at $XXXXX. I'm sure a bunch of retail traders were upset. 1/2"
X Link @BeenThereCap 2025-10-16T16:00Z 8785 followers, 1505 engagements

"In 1992's "Snow Crash" science fiction novel set in the near future Neal Stephenson predicted that the entire list would be "music movies software and high-speed pizza delivery." I think he's mostly correct. He left out "building great new businesses based on new tech." 1/2"
X Link @BeenThereCap 2025-10-13T21:25Z 8776 followers, 2015 engagements

"OMG. 5x levered ETFs on a bunch of tech stocks plus bitcoin ethereum solana XRP. On Friday night BTC fell XX% ETH XX% SOL XX% XRP 50%. The people buying these will get destroyed. The people trying to short them will also get destroyed"
X Link @BeenThereCap 2025-10-14T22:40Z 8785 followers, 3130 engagements

"I say: Well done team. The $MEME ETF - a decent proxy for the spec-tech meme stock space - is currently -X% from its Tuesday close. $ASPI is now at $XXXXX. That may have been the top. Even if it wasn't their odds & payoffs favored selling some stock. 2/2"
X Link @BeenThereCap 2025-10-16T16:00Z 8785 followers, 1006 engagements

"(Why might $OKLO still not be worth $10/share despite the new global government-backed rush into SMRs: X. It has 20-30 serious competitors X. Design still unproven; other designs could be superior X. Most of its "deals" have no buyer commitments X. No revenues for years yet) 2/2"
X Link @BeenThereCap 2025-10-15T17:21Z 8785 followers, 1353 engagements

"21 months after the SEC approved bitcoin ETFs major financial institutions are still moving slowly towards bitcoin acceptance and support. Morgan Stanley just announced it will finally allow its wealth management clients to invest in crypto funds starting October XX. 1/2"
X Link @BeenThereCap 2025-10-10T21:37Z 8774 followers, 1304 engagements