#  @Akshay_Naheta Akshay Naheta Akshay Naheta posts on X about $bkkt, ai, debt, open ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1681648074/interactions)  - [--] Week [-----] -14% - [--] Month [------] -49% - [--] Months [-------] +464% - [--] Year [---------] +13,031% ### Mentions: [--] [#](/creator/twitter::1681648074/posts_active)  - [--] Month [--] -33% - [--] Months [--] +227% - [--] Year [--] +683% ### Followers: [-----] [#](/creator/twitter::1681648074/followers)  - [--] Week [-----] -0.08% - [--] Month [-----] +0.06% - [--] Months [-----] +298% - [--] Year [-----] +300% ### CreatorRank: [---------] [#](/creator/twitter::1681648074/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [fashion brands](/list/fashion-brands) **Social topic influence** [$bkkt](/topic/$bkkt) #17, [ai](/topic/ai), [debt](/topic/debt), [open ai](/topic/open-ai), [future](/topic/future), [inflation](/topic/inflation), [money](/topic/money), [china](/topic/china), [countries](/topic/countries), [the world](/topic/the-world) **Top accounts mentioned or mentioned by** [@bakkt](/creator/undefined) [@federalreserve](/creator/undefined) [@ecb](/creator/undefined) [@howardlutnick](/creator/undefined) [@secscottbessent](/creator/undefined) [@mikealfred](/creator/undefined) [@secyellen](/creator/undefined) [@ustreasury](/creator/undefined) [@realdonaldtrumps](/creator/undefined) [@ustraderep](/creator/undefined) [@cnbc](/creator/undefined) [@cnn](/creator/undefined) [@foxnews](/creator/undefined) [@tuckercarlson](/creator/undefined) [@openai](/creator/undefined) [@davidsacks](/creator/undefined) [@sbakelly](/creator/undefined) [@mikejohnson](/creator/undefined) [@warrenbuffett](/creator/undefined) [@federalreserves](/creator/undefined) **Top assets mentioned** [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Bitcoin (BTC)](/topic/bitcoin) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Pacific Biosciences of California, Inc. (PACB)](/topic/$pacb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Hertz Network (HTZ)](/topic/$htz) ### Top Social Posts Top posts by engagements in the last [--] hours "The AI infrastructure boom feels like a modern-day gold rush fueled by increasingly inventive financing. Lets hope the monetization curve races ahead of depreciation and debt maturties #AI #OpenAI #Nvidia #AMD #Oracle" [X Link](https://x.com/Akshay_Naheta/status/1975875591334441394) 2025-10-08T10:47Z [----] followers, [---] engagements "I spoke on a panel about the Future of #InsureTech @MontySummit [----]. It was an extremely efficient format and a well organised event all around. @cmtelematics http://youtu.be/SbIvsvSIwDg http://youtu.be/SbIvsvSIwDg" [X Link](https://x.com/anyuser/status/1113196956069662720) 2019-04-02T21:50Z [----] followers, [--] engagements "Venture Capital and the Year of the Unicorn IPOs at #MIGlobal. [----] is shaping up to be a big year for monetisations. It will be interesting to see how these Gig Economy businesses perform going forward #Uber @MilkenInstitute @SoftBank @Mubadala http://youtu.be/wA7TJHlgP5Q http://youtu.be/wA7TJHlgP5Q" [X Link](https://x.com/Akshay_Naheta/status/1123587673195786241) 2019-05-01T13:59Z [----] followers, [--] engagements "Great show put up in Amsterdam by @money2020 - I quite enjoyed the conference. Discussed topics such as the next set of disruptions in payments going public etc" [X Link](https://x.com/anyuser/status/1136070139961663488) 2019-06-05T00:40Z [----] followers, [--] engagements "The tide is turning #SoftBank" [X Link](https://x.com/anyuser/status/1227870175665565697) 2020-02-13T08:20Z [----] followers, [--] engagements "Why is the #AmericanDream dying Thanks to the @federalreserves singular focus on protecting asset owners (the 1% rich) and established large corporations - there is no more creative destruction a plethora of zombie companies increasing unaffordability & a widening wealth gap" [X Link](https://x.com/Akshay_Naheta/status/1251169886535143425) 2020-04-17T15:25Z [----] followers, [--] engagements "1/2 China backlash: The global supply chains will get rewired through hard regulation/laws/incentives in the next few years. E.g.: - US gets 100% of its blood pressure medicines from China & only has [--] days of stocked supply - 90% of all APIs for antibiotics are made in China" [X Link](https://x.com/Akshay_Naheta/status/1251767535135084544) 2020-04-19T07:00Z [----] followers, [--] engagements "2/2 Politicians in other countries have to deflect the blame externally for their cratering economies & job losses. Stimulus spending will have to increase dramatically; whats better than building factories & self-sufficiency. As we get closer to November this tone gets louder" [X Link](https://x.com/anyuser/status/1251769626897375234) 2020-04-19T07:08Z [----] followers, [--] engagements "@FederalReserve can only solve for liquidity not for solvency or economic growth: (1) zombie companies dont enhance the economy long-term (2) Extreme monetary policies only provide a short-term impulse for asset prices (3) Demand-side shocks & unemployment will stay unresolved" [X Link](https://x.com/Akshay_Naheta/status/1256950137735315461) 2020-05-03T14:14Z [----] followers, [--] engagements "Rising business failures & defaults along with falling prices for autos & rents mean that darkest days of the current crisis are ahead of us. The dynamic will be exacerbated in EMs due to lack of fiscal resources to recap the banking system; massive headwinds for global growth" [X Link](https://x.com/Akshay_Naheta/status/1260121983720787970) 2020-05-12T08:17Z [----] followers, [--] engagements "Im totally baffled by the lack of competence and responsibility displayed by E&Y (@EYnews). As an organisation that is meant to protect all stakeholders - creditors and shareholders - in companies both public and private they have materially failed in their fiduciary duties" [X Link](https://x.com/Akshay_Naheta/status/1273600193590702080) 2020-06-18T12:55Z [----] followers, [---] engagements "The increased participation by retail in the market makes it imperative for the SEC to step in sooner to prevent $HTZ type situations to protect retail investors. One possible quick fix might be to move trading to the OTC market the day a company files for Chapter 11" [X Link](https://x.com/anyuser/status/1274474228386070542) 2020-06-20T22:48Z [----] followers, [--] engagements "A great summary of how the greatest economic system created by humans is being shattered as we know it and its taking the #AmericanDream along with it. Is it too late to save capitalism https://on.ft.com/3fVuAWN https://on.ft.com/3fVuAWN" [X Link](https://x.com/Akshay_Naheta/status/1276243134226272256) 2020-06-25T19:57Z [----] followers, [--] engagements "This is why capitalism is breaking down Our future includes a significant increase in taxes to counter these government-backed bailout policies at any sign of trouble. The Feds policies have exacerbated inequality and tensions in the social fabric. https://www.nytimes.com/2020/07/01/opinion/inequality-goverment-bailout.html https://www.nytimes.com/2020/07/01/opinion/inequality-goverment-bailout.html" [X Link](https://x.com/Akshay_Naheta/status/1279803997319282689) 2020-07-05T15:47Z [----] followers, [---] engagements "Wishing everyone the happiest New Year" [X Link](https://x.com/anyuser/status/1345001674029625344) 2021-01-01T13:39Z [----] followers, [--] engagements "Governments have created the largest transfer of future generational wealth from the have-nots to the haves under the guise of covid. They turn to capitalism when the economy is doing well and socialism/cronyism especially when there are economic crises http://www.businessinsider.com/scott-galloway-why-we-should-impose-wealth-tax-on-richest-2021-1 http://www.businessinsider.com/scott-galloway-why-we-should-impose-wealth-tax-on-richest-2021-1" [X Link](https://x.com/Akshay_Naheta/status/1350315478753882114) 2021-01-16T05:34Z [----] followers, [--] engagements "Dramatic bull & bear markets have existed since the beginning of time. If one can stay objective & detach temperamentally from the crowd there is no question that over time markets offer incredible opportunities to generate wealth. Unfortunately this is easier said than done" [X Link](https://x.com/Akshay_Naheta/status/1350396021646483456) 2021-01-16T10:54Z [----] followers, [--] engagements "What was the communication between @RobinhoodApp management and Citadel along with their own trading regarding the relevant names This is all the @SEC_News @USSenate and @congressdotgov should care about. There seems to be a lot of serendipitous coincidences at play here" [X Link](https://x.com/anyuser/status/1355061001801113600) 2021-01-29T07:51Z [----] followers, [--] engagements "The stock market is built on a foundation of free market principles that includes individual choice & equal treatment of all participants. Restricting the trading choices of individual investors runs counter to those principals creates a two-tiered system & undermines capitalism" [X Link](https://x.com/Akshay_Naheta/status/1355125582032478208) 2021-01-29T12:08Z [----] followers, [--] engagements "@AUTO1_Group was one of my first investments at the vision fund. We added significant value to the business by transforming it into an asset light model through an innovative inventory securitisation transaction. Im proud of the execution by the founders https://youtu.be/5RqQsPH1tjM https://youtu.be/5RqQsPH1tjM" [X Link](https://x.com/Akshay_Naheta/status/1357429067461652490) 2021-02-04T20:41Z [----] followers, [--] engagements "For $AMZN @JeffBezos new role will allow him to solely focus on innovation new products and lowering prices for goods/services. This is nothing but good news for customers and shareholders. More Growth + More Innovation = Amplified Disruption" [X Link](https://x.com/Akshay_Naheta/status/1357643489673170947) 2021-02-05T10:53Z [----] followers, [--] engagements "1/2 Low cost high quality whole genome sequencing applied at population-scale and combined with powerful AI tools will enable faster and more accurate diagnosis personalized treatments and accelerated therapeutic discovery. This is the future of precision medicine @PacBio $PACB" [X Link](https://x.com/Akshay_Naheta/status/1359511494921252865) 2021-02-10T14:36Z [----] followers, [--] engagements "2/2 Christian has assembled a world-class management team to commercialize $PACB sequencing technology for a digital future in learning health systems. We look forward to partnering with @PacBio to build the leading and most advanced sequencing platform in the world" [X Link](https://x.com/Akshay_Naheta/status/1359511642304823297) 2021-02-10T14:36Z [----] followers, [--] engagements "US SPACs IPO capital raised: 2013: $1 billion 2014: $2 billion 2015: $4 billion 2016: $3 billion 2017: $11 billion 2018: $9 billion 2019: $13 billion 2020: $83 billion [----] YTD: $50 billion (1 billion/day) Looks like SPACs are basically a democratisation of late stage VC" [X Link](https://x.com/anyuser/status/1362770640856621056) 2021-02-19T14:26Z [----] followers, [--] engagements "Invitae has a definitive head start in the rapidly expanding market for clinical genetic sequencing. We look forward to working with Sean to executing his vision of making the use of genetics routine in mainstream medicine $NVTA @Invitae https://ir.invitae.com/news-and-events/press-releases/press-release-details/2021/Invitae-Announces-1.15-Billion-Investment-Supporting-Ongoing-Growth-Initiatives/default.aspx https://ir.invitae.com/news-and-events/press-releases/press-release-details/2021/Invitae-Announces-1.15-Billion-Investment-Supporting-Ongoing-Growth-Initiatives/default.aspx" [X Link](https://x.com/Akshay_Naheta/status/1379090471029338115) 2021-04-05T15:16Z [----] followers, [--] engagements "The next opportunity in public markets is to identify successful market-leading global #1 incumbents. Specifically companies that have the desire and have charted the course to digitally transform themselves further enhancing their leadership by leveraging AI" [X Link](https://x.com/Akshay_Naheta/status/1428496591279775745) 2021-08-19T23:18Z [----] followers, [--] engagements "The inflation horse has left the barn i.e. definitely not transitory; probably sets the stage for panic on the part of @federalreserve. The longer they wait the higher the probability of policy errors; JP probably waits until he gets reconfirmed before shaking things up" [X Link](https://x.com/anyuser/status/1448892487964188720) 2021-10-15T06:04Z [----] followers, [--] engagements "Buckle your seat belts - no more transitory" [X Link](https://x.com/anyuser/status/1465945862971011075) 2021-12-01T07:28Z [----] followers, [--] engagements "After the largest monetary expansion ever (combination of QE & helicopter drops) over the last [--] months globally government leaders are meeting to discuss what to do based on the fact that what theyve intentionally done has caused whats happening. Cant make this up 🤯" [X Link](https://x.com/Akshay_Naheta/status/1469597322044653571) 2021-12-11T09:18Z [----] followers, [--] engagements "What else has Janet been wrong about What if she was consistently wrong during her tenure leading the @federalreserve I guess were all living through the consequences of that and the foolish no-limits money printing policies for over a decade by central banks the world over" [X Link](https://x.com/anyuser/status/1531926626652520450) 2022-06-01T09:12Z [----] followers, [--] engagements "All the central banks did with bailouts & debt monetisation schemes for the past several years was to kick the can down the road - the day of (debt) reckoning has arrrived. Might be the beginning of the end of the oligopoly in global rates formed by the @federalreserve & @ecb" [X Link](https://x.com/Akshay_Naheta/status/1536986839252361217) 2022-06-15T08:19Z [----] followers, [--] engagements "Playbook for becoming one of the poorest countries in the world in less than [--] decades - outsource your: [--]. Trade policy to China [--]. Monetary policy to @ecb [--]. Defence policy to the USA & [--]. Energy policy to Russia @bundesbank @Bundestag #German politicians failed their citizens" [X Link](https://x.com/Akshay_Naheta/status/1549349236738760704) 2022-07-19T11:03Z [----] followers, [--] engagements "How to be consistently wrong @SecYellen @federalreserve https://t.co/TT4F9rClzZ https://t.co/TT4F9rClzZ" [X Link](https://x.com/anyuser/status/1549697704296697856) 2022-07-20T10:08Z [----] followers, [--] engagements "I believe that governments around the world have amassed a long list of overzealous actions (lockdowns vaccine mandates zero covid travel bans etc.) taken over the last 2+ years that history is not going to look kindly upon" [X Link](https://x.com/Akshay_Naheta/status/1563429608858722307) 2022-08-27T07:34Z [----] followers, [--] engagements "From #Inflation being transitory to fighting it for as long as it takes. Everyone should be relieved now as @federalreserve is in total control The PhD standard of monetary policy setting over the last [--] decades or so is a marvel in how not to destroy a reserve currency" [X Link](https://x.com/anyuser/status/1567627173279793154) 2022-09-07T21:33Z [----] followers, [--] engagements "Nice attempt at a hoodwink @Lagarde when you *know* @ecb can never do QT; unless ofcourse if the powers that be want an end of the #euro. Debt to GDP of all relevant EU countries is higher today than it was in [----] at the peak of the so called European Crisis" [X Link](https://x.com/Akshay_Naheta/status/1574442550496198660) 2022-09-26T16:55Z [----] followers, [--] engagements "Another attempt at whatever it takes Controlling markets eventually ends in tears and one wouldve thought that from @bankofenglands experience in the early 90s they wouldve known that. #GBP goes down as a consequence of this - thereby creating a deathspiral of some sorts" [X Link](https://x.com/Akshay_Naheta/status/1575083794545389569) 2022-09-28T11:23Z [----] followers, [--] engagements "Furthering the ponzi scheme that the #EU is More bailouts more money printed @ecb monetises more debt rinse and repeat. The #euro will go a lot lower with these shenanigans in place" [X Link](https://x.com/anyuser/status/1579495480345907200) 2022-10-10T15:34Z [----] followers, [--] engagements "How upside-down is the world today @bankofengland will lose credibility because it wont print anymore money How will these central banks control inflation if they cant stop the printing press. #GBP is going to spiral out of control with all these misguided policies" [X Link](https://x.com/anyuser/status/1580092267297398784) 2022-10-12T07:05Z [----] followers, [--] engagements "The U.K. is a showcase of a completely dysfunctional economy on display after years of zero rates and massive deficits (a government debt binge) enabled through multiple rounds of QE. Unfortunately U.K. is not alone Several countries in the EU will be next. @ecb @bankofengland" [X Link](https://x.com/Akshay_Naheta/status/1582838176670183426) 2022-10-19T20:56Z [----] followers, [--] engagements "Global Debt was well over 350% of Global GDP at the end of [----] - clearly very stretched levels with a grave risk of smothering economic growth as a consequence of large debt service costs. Likely that most governments have no realistic chance of paying this level of debt back" [X Link](https://x.com/Akshay_Naheta/status/1586838311145963520) 2022-10-30T21:51Z [----] followers, [--] engagements "Increasingly the entire world is starting to resemble Argentina" [X Link](https://x.com/anyuser/status/1586838314375577603) 2022-10-30T21:51Z [----] followers, [--] engagements "Immigration policies are an important determinant of success in a countrys future. Sensible immigration acts both as a productivity gain and as a deflationary force. Unfortunately the current trend in politics in developed economies has no sensible approach on this front" [X Link](https://x.com/anyuser/status/1598232599033712642) 2022-12-01T08:28Z [----] followers, [--] engagements "Fortunate to be part of an ever-evolving UAE a country run like a corporation: open for business and immigration. @MohamedBinZayed @HHShkMohd have provided a safe clean and efficient environment for its citizens and expats alike to flourish and prosper #UAENationalDay" [X Link](https://x.com/Akshay_Naheta/status/1598593675583717382) 2022-12-02T08:23Z [----] followers, [--] engagements "The throne that US supremacy sits on is the #USD. Destabilising the throne can lead to the decline of the US as a superpower. Actions that further entrench the dollars reserve status rather than destroy it should be taken proactively not allowing for a search of alternatives" [X Link](https://x.com/Akshay_Naheta/status/1605763428420710401) 2022-12-22T03:13Z [----] followers, [---] engagements "Institutional financial structures that survived because of low rates & implied volatility by governments & central banks continuously breaching moral hazard in the name of QE/bailouts will not survive QT & higher terminal rates. Violent bouts in the market in [--] are a given" [X Link](https://x.com/Akshay_Naheta/status/1606852451717488640) 2022-12-25T03:20Z [----] followers, [----] engagements "Merry Christmas 🎄 Wishing everyone a happy holiday season filled with joy love and peace" [X Link](https://x.com/Akshay_Naheta/status/1606979409088479233) 2022-12-25T11:45Z [----] followers, [----] engagements "Totally unsustainable debt trajectory @SecYellen. The debt has increased by 50% in [--] years. And @federalreserve wonders why inflation is going to stay sticky Stop printing money and pull cash out of the system. Wars will end asset prices will fall and inflation will collapse" [X Link](https://x.com/Akshay_Naheta/status/1613970135102164992) 2023-01-13T18:44Z [----] followers, [----] engagements "@_____Lightning @SecYellen @federalreserve Where do you think all the printed money went To a lot of countries that are wagging/threatening wars. Would oil prices be this high Would Americans be consuming so many goods We swapped good jobs & destroyed communities for discounted products at bigbox retailers in the west" [X Link](https://x.com/Akshay_Naheta/status/1614018060620386307) 2023-01-13T21:54Z [----] followers, [---] engagements "We need to restore the integrity of capitalism" [X Link](https://x.com/Akshay_Naheta/status/1634944551646543872) 2023-03-12T15:48Z [----] followers, [---] engagements "Its baffling to see more policy errors on the part of @federalreserve. Were in for a massive spike in inflation if they back off from rate hikes and QT. @federalreserves balance sheet is as screwed as that of SVIBs. Its the blind leading the blind" [X Link](https://x.com/Akshay_Naheta/status/1635211288627527681) 2023-03-13T09:28Z [----] followers, [---] engagements "The equity value of PE LBO deals - deals with substantial debt/leverage - based on where their debt trades in the secondary market is basically ZERO. Most PE firms still have to recognise this in their fund NAV. Next the @federalreserve will backstop the investors in these funds" [X Link](https://x.com/Akshay_Naheta/status/1635259530203496448) 2023-03-13T12:40Z [----] followers, [---] engagements "Blind leading the blind @federalreserve If you thought SVB was bad . The Fed is sitting on unrealized losses of $1.2 trillion on their $8.3 trillion bond portfolio. And the Fed is losing money every day by paying $$$ to commercial banks via reverse repos. https://t.co/qBMTq7mR3E If you thought SVB was bad . The Fed is sitting on unrealized losses of $1.2 trillion on their $8.3 trillion bond portfolio. And the Fed is losing money every day by paying $$$ to commercial banks via reverse repos. https://t.co/qBMTq7mR3E" [X Link](https://x.com/Akshay_Naheta/status/1635353403974123522) 2023-03-13T18:53Z [----] followers, [---] engagements "US$1.5tn in CRE loans coming due in the next [--] years. Industry now wants a govt bailout because losses are meant to be socialised & profits are privatised in America The US is becoming a banana republic where capitalism is dying by a thousand cuts. @federalreserve @USTreasury" [X Link](https://x.com/Akshay_Naheta/status/1637785857544396801) 2023-03-20T11:59Z [----] followers, [----] engagements "Over the next few years the most important divergence that one has to lookout for in markets is that between long-term yields and the strength of the dollar (specifically yields rising and dollar weakness)" [X Link](https://x.com/Akshay_Naheta/status/1714916070899789944) 2023-10-19T08:07Z [----] followers, [---] engagements "The current American administration is living in a past era. There is an urgent need for global leaders to understand the present realities. The world is fraught with immense risks and the real possibility of a major global conflict. The world is changing fast" [X Link](https://x.com/Akshay_Naheta/status/1717432914969784397) 2023-10-26T06:48Z [----] followers, [---] engagements "How to be consistently wrong - another nugget from @SecYellen. Yields are going a lot higher in the medium-term unless @federalreserve starts printing money again - QE" [X Link](https://x.com/Akshay_Naheta/status/1717617793967747102) 2023-10-26T19:02Z [----] followers, [----] engagements "Fortunate to be part of an ever-evolving UAE. @MohamedBinZayed @HHShkMohd have provided a safe clean and efficient environment for its citizens and expats alike to flourish and prosper #UAENationalDay" [X Link](https://x.com/Akshay_Naheta/status/1730955056416002253) 2023-12-02T14:20Z [----] followers, [----] engagements "UAE should be off the grey list in the next couple months. That should provide another boost for the economy and the real estate markets" [X Link](https://x.com/Akshay_Naheta/status/1748343279383441865) 2024-01-19T13:54Z [----] followers, [----] engagements "Democracy free speech and meritocracy was the winner tonight" [X Link](https://x.com/Akshay_Naheta/status/1854039809888518516) 2024-11-06T05:55Z [----] followers, [----] engagements "Hopefully a change in American leadership can act as a catalyst to provide an off-ramp from the current wars in Europe and the Middle East. We need peace in this world and an end to the suffering of innocent people. Politicians arent the ones fighting on the frontlines" [X Link](https://x.com/Akshay_Naheta/status/1854215284238033276) 2024-11-06T17:32Z [----] followers, [----] engagements "Formally launched our platform today - excited for what lies ahead At DTR were simplifying global payments by connecting national payment systems with blockchain innovation. Our mission is to create a seamless secure and accessible financial ecosystem for businesses worldwide. 📣 Today were excited to launch AmalgamOS our cutting-edge At DTR were simplifying global payments by connecting national payment systems with blockchain innovation. Our mission is to create a seamless secure and accessible financial ecosystem for businesses worldwide. 📣 Today were excited to launch AmalgamOS our" [X Link](https://x.com/Akshay_Naheta/status/1866884854576566427) 2024-12-11T16:36Z [----] followers, [----] engagements "If you want to understand the outcome look at the incentives. This is especially true when it comes to illegal immigration in the developed world where benefits like free food housing and healthcare serve as powerful motivators. However these policies have come at a coststraining public services and diminishing the quality of life for taxpaying citizens" [X Link](https://x.com/Akshay_Naheta/status/1889346211334783451) 2025-02-11T16:10Z [----] followers, [----] engagements "Global supply chains are intricate and require gradual recalibration to avoid chaos. A smart solution: offer companies *capex credits* in place of immediate tariffs on imported goods. These non-transferable credits would offset tariffs dollar-for-dollar based on industrial capital expenditures (capex) to onshore production. A practical ratio $1 of tariff relief for every $5 invested in domestic capacity with investments completed within three years. This aligns with @realDonaldTrumps visiondelivering on campaign promises while minimizing trade disruptions and shielding consumers from" [X Link](https://x.com/Akshay_Naheta/status/1908901448408059999) 2025-04-06T15:15Z [----] followers, 12.8K engagements "And what happens to the credits if the capex commitments arent met in the allotted time frame - it becomes tax revenue for the US government. The companies have to pay the tariffs if they dont complete the capex spend in the allotted time" [X Link](https://x.com/Akshay_Naheta/status/1908902761241977223) 2025-04-06T15:20Z [----] followers, [----] engagements "Combine this with lower headline tariffs: @howardlutnick & @SecScottBessent are negotiating country-by-country delivering results in 60-90 days. This ensures free fair global trade while gradually onshoring key industries aligning with @realDonaldTrumps vision" [X Link](https://x.com/Akshay_Naheta/status/1908904987498807376) 2025-04-06T15:29Z [----] followers, [----] engagements "Notice that the 10-year and 30-year Treasury yields arent falling today even as stocks decline. I suspect this is because countries with trade surplusestraditionally major buyers of Treasurieswere understandly absent. Whats more concerning now is that some of these nations are actually selling Treasuries to defend their currencies from sliding further against the dollar. I firmly believe that @realDonaldTrumps agenda is essential for the long-term security of the United States. However its implementation must be deliberate and strategically paced over the next [--] years for obvious and" [X Link](https://x.com/Akshay_Naheta/status/1909246051212570939) 2025-04-07T14:05Z [----] followers, [----] engagements "1. Oil prices droppingrecessionary signal but helps inflation short-term. [--]. 10-year yields risingcountries selling treasuries to save their currencies against U.S.s deficit reduction interests. [--]. 3-year SOFR at record lowsfunding squeeze brewing flashing red sign something might collapse. @SecScottBessent & @federalreserve know this better than anyone else Onshoring manufacturing can be done in smarter ways than tariffs. It definitely cant be done instantlythe cost hits consumers and small businesses hardest. Confidence drives business self-inflicted pain kills it. The **capex credit**" [X Link](https://x.com/anyuser/status/1909773599344320535) 2025-04-09T01:01Z [----] followers, [----] engagements "Based on the moves in 10-year yields and SOFR spreads I wouldnt be surprised if there is some emergency meeting @federalreserve some time within the next week" [X Link](https://x.com/Akshay_Naheta/status/1909780929893077016) 2025-04-09T01:30Z [----] followers, [----] engagements "Exports account for approximately 1112% of the U.S. economy which is why ideas like import certificates or export credits as proposed by @WarrenBuffett years ago are no longer practical in todays environment. In my view the most viable solution is the implementation of capex creditsas I suggested recently. This approach allows for a measured and strategic onshoring of U.S. manufacturing over a multi-year horizon. It aligns with and advances @realDonaldTrumps agenda without inflicting unintended harm on U.S. businesses or consumers. Its important to acknowledge a basic economic reality: a" [X Link](https://x.com/Akshay_Naheta/status/1910728647964569799) 2025-04-11T16:16Z [----] followers, [----] engagements "Some quick thoughts: Iran talks + Ukraine-Russia peace could shape rest of [----]. China-Russia-Iran axis is troubling. U.S. should prioritize re-engaging Russia; prospects with the other two are limited. EU appears gridlockedparalyzed by ideology and a leadership vacuum. U.S. must urgently accelerate domestic production of electronic components and pharmaceuticals. A global soverign debt crisis loomsescalating trade/tariff war as well as onshoring will be the catalyst" [X Link](https://x.com/Akshay_Naheta/status/1913579912151048412) 2025-04-19T13:06Z [----] followers, [----] engagements "The era of multipolarity is reshaping global power dynamics. Macroeconomic systems entrenched for decades face a seismic shift within five years. I'm readydiversifying investments and strategically adapting my businesses for the future. Are you prepared Thoughts #GlobalEconomy #FutureTrends" [X Link](https://x.com/Akshay_Naheta/status/1926683536175563244) 2025-05-25T16:55Z [----] followers, [----] engagements "The Big Beautiful Bill might win votes now but its setting up a debt bomb. Without immediate spending restraint 10Y and 30Y yields could soar not just from inflation but from collapsing trust. Add tariffs & onshoring to the mix Foreign demand dries up. Rates explode" [X Link](https://x.com/Akshay_Naheta/status/1927103781465919830) 2025-05-26T20:45Z [----] followers, 135.3K engagements "✈ [-----] miles [----] hours [--] time zones [--] days. No excuses. Building @Bakkt [---]. Jet lag is optional. 🌎 $BKKT" [X Link](https://x.com/Akshay_Naheta/status/1971240228682895722) 2025-09-25T15:47Z [----] followers, 54.5K engagements "Honored to be nominated as Chairman of Bitcoin Japan Corporation (@bitcoincojp). Our mission: build Japans gateway to the Bitcoin & AI economy. 🚀 11.11.25 a historic new chapter begins. 👀 $8105 $BKKT #Bitcoin #BTC #Japan $8105.T (8105) @Bakkt" [X Link](https://x.com/Akshay_Naheta/status/1971553139791941714) 2025-09-26T12:31Z [----] followers, 51.3K engagements "The sale of the Loyalty business is the penultimate step in streamlining our structure and costs. Q4 will draw the line clear KPIs new products & business segments scaled distribution and a stronger foundation built with great people. The next chapter of @Bakkt starts now. $BKKT #Bitcoin https://tinyurl.com/Bakkt-Loyalty-Sale https://tinyurl.com/Bakkt-Loyalty-Sale https://tinyurl.com/Bakkt-Loyalty-Sale https://tinyurl.com/Bakkt-Loyalty-Sale" [X Link](https://x.com/anyuser/status/1973391789689057623) 2025-10-01T14:17Z [----] followers, 51.9K engagements "Several investors have raised thoughtful questions about @Bakkts corporate structure. We currently operate under an UpC dualclass structure originally designed to preserve tax benefits for pre-IPO shareholders. While this setup carries no differential voting rights its presence significantly limits our eligibility with many institutional investors index funds and mandates reducing liquidity and demand for $BKKT over time. However a collapse into a single-class structure would result in 24% dilution depending on final mechanics (and several factors) with all of it accruing to pre-IPO holders." [X Link](https://x.com/Akshay_Naheta/status/1974105152358342963) 2025-10-03T13:32Z [----] followers, 45.1K engagements "The AI infrastructure boom feels like a modern-day gold rush fueled by increasingly inventive financing. Lets hope the monetization and cash-flow curves outrun depreciation and debt maturities. #AI #OpenAI #Nvidia #AMD #Oracle" [X Link](https://x.com/anyuser/status/1975876191379955742) 2025-10-08T10:49Z [----] followers, 53.3K engagements "@Bakkt website redesign underway 🛠 Heard you and were on it. $BKKT" [X Link](https://x.com/Akshay_Naheta/status/1975969383123206321) 2025-10-08T16:59Z [----] followers, 11.2K engagements "- New @FederalReserve Chair soon - Negative real rates - 6%+ @USGov deficits Global monetary inflations the DJ. Party like its [----]. 🎶💰 #Macro #Markets #Bitcoin" [X Link](https://x.com/anyuser/status/1977053563697479844) 2025-10-11T16:47Z [----] followers, [----] engagements "Feels like the bottom of the 7th in the $BKKT turnaround. ⚾ @Bakkt with a vengeance" [X Link](https://x.com/anyuser/status/1977738659303424079) 2025-10-13T14:10Z [----] followers, 50.1K engagements "Samsungs new 7M-parameter Tiny Recursive Model (TRM) reportedly outperforms DeepSeek Gemini [---] ChatGPT and Anthropic - while being [-----] smaller. If true it could mark a major inflection in AIs future cost curve: less compute smarter inference. For years the orthodoxy has been scale = intelligence - bigger models more GPUs exponential cost. Samsungs TRM challenges that paradigm. Instead of billions of weights it uses a lean architecture that thinks recursively - drafting critiquing and rewriting its own reasoning loops until confident. In essence it trades learning complexity for inference" [X Link](https://x.com/anyuser/status/1978591024143598020) 2025-10-15T22:37Z [----] followers, [----] engagements "Major simplification underway $BKKT moving to a single share class effective Nov [--] [----]. Streamlined. Stronger. Shareholder-aligned. You asked we delivered ✅ @Bakkt to the grind ⚒ 🔗 https://tinyurl.com/BKKT-1Class https://tinyurl.com/BKKT-1Class" [X Link](https://x.com/anyuser/status/1978796780142592402) 2025-10-16T12:14Z [----] followers, 216K engagements "@Bakkt Update: $BKKT turnaround entering the top of the 8th - operational cleanup ongoing structure simplified attracting world-class talent momentum building for a year-end completion ⚾ @Bakkt to execution mode 🏗" [X Link](https://x.com/anyuser/status/1978838344298528949) 2025-10-16T15:00Z [----] followers, [----] engagements "Welcome @LynAldenContact to @Bakkt. $BKKT is strengthening its Board with world-class governance and strategic depth as we gear up for the next chapter. A fellow engineer Lyn is one of the most original thinkers at the crossroads of macro markets & engineering. 💹⚙ 🔗 https://tinyurl.com/BKKT-LynBoard https://tinyurl.com/BKKT-LynBoard" [X Link](https://x.com/anyuser/status/1980250182580068839) 2025-10-20T12:30Z [----] followers, 29.5K engagements "The tech industry has quietly turned AI into a national-security project too big to fail too strategic to slow. Hundreds of billions are being poured into chips data centers and compute commitments larger than most nations GDPs. Buried in these mega-deals are financial guarantees from the worlds largest tech companies effectively masking leverage across the system with @OpenAI itself as the counterparty risk. This isnt about code anymore. Its industrial policy disguised as innovation and while the payoff may one day justify the scale the entire stock market now seems tethered to #OpenAIs" [X Link](https://x.com/anyuser/status/1980787449589608702) 2025-10-22T00:05Z [----] followers, 38.5K engagements "The AI race is no longer about innovation its about sovereignty 🧠 Whoever masters intelligence shapes the century 🌍 The US and China are racing for control while the rest watch from the sidelines The outcome may define the next [---] years (see charts) 📊 #AI #China #USA #NationalSecurity #IndustrialPolicy" [X Link](https://x.com/anyuser/status/1981793111849546156) 2025-10-24T18:41Z [----] followers, 23.1K engagements "Capex spending of $400 bn between $AMZN $GOOG $MSFT and $META 31% of the entire S&P 500s total capex. A historic capital cycle is unfolding. The #AI buildout dwarfs everything before it. 🏗" [X Link](https://x.com/anyuser/status/1982618872181363160) 2025-10-27T01:22Z [----] followers, 11.1K engagements "📅 $BKKT will report Q325 results pre-market on Nov [--] and host the earnings call at 8:30 AM ET to review the quarter" [X Link](https://x.com/anyuser/status/1982634202198925709) 2025-10-27T02:23Z [----] followers, 23.9K engagements "@OpenAI has to IPO. Revenues cant catch up to $1.4T+ in AI infrastructure spend and lease obligation commitments. The IPO isnt ambition but a matter of survival its oxygen for the entire #AI ecosystem" [X Link](https://x.com/anyuser/status/1983814824867066263) 2025-10-30T08:34Z [----] followers, [----] engagements "#OpenAI may have kicked off the trend supposedly offering a creditworthy backstop that fixed income investors love (creditworthiness lies in the eye of the beholder 👀) Now $META and others are joining the game. Id definitely use #ChatGPT to comb through the footnotes over the coming quarters for select companies but I firmly believe were still very early in the game 📄. However its becoming clear: $AMZN $GOOG and $MSFT are the adults in the room with the most bankable durable credit risk 🏦 #AI" [X Link](https://x.com/anyuser/status/1984298082243395834) 2025-10-31T16:35Z [----] followers, [----] engagements "Intelligence = energy China is racing ahead. ⚡ Cheap power = more compute = faster intelligence. The U.S. & rest of world have a lot to catch up on electrification. #AI $NVDA" [X Link](https://x.com/anyuser/status/1985613904953721139) 2025-11-04T07:43Z [----] followers, [----] engagements "@Bakkt Getting @Bakkt in motion" [X Link](https://x.com/anyuser/status/1987866323058319514) 2025-11-10T12:53Z [----] followers, [----] engagements "Markets rise and fall but @WarrenBuffett shows that wisdom and decency compound forever. #WarrenBuffett #Investing #Wisdom Last Letter: https://tinyurl.com/WB-Letter https://tinyurl.com/WB-Letter" [X Link](https://x.com/anyuser/status/1988095501791846790) 2025-11-11T04:04Z [----] followers, 103.4K engagements "Honored to meet Rep. Ahn Do-geol the architect of Koreas stablecoin bill and a key driver of digital asset policy. We discussed constructive regulation @Bakkts business & Encouraged by the strong support for our mission - watch this space. $BKKT http://Bitcoin.kr http://Bitcoin.kr" [X Link](https://x.com/Akshay_Naheta/status/1971431522344284608) 2025-09-26T04:27Z [----] followers, 27K engagements "The AI Endgame: Three Paths One Inevitable Destination [--] IPOs - if the economics work [--] Big Tech acquisitions - antitrust issues [--] Consortium bailout - the Visa/Mastercard model Add a likely U.S. power and debt guarantee (plus warrants) and AI becomes national infrastructure. AI is the American industrial strategy. And a multi-decade industrial super-cycle has just begun. My detailed thoughts: #AI datacenters are the new factories of the American industrial renaissance. The tech is real but the cash flows are uncertain. These GPU clusters are the new manufacturing plants - power-hungry" [X Link](https://x.com/anyuser/status/1989362276436943126) 2025-11-14T15:58Z [----] followers, 18.7K engagements "Its been six months since I joined @Bakkt and the pace of change and execution has been intense: sharpening our focus as a next-gen financial infrastructure platform and exiting non-core businesses like Loyalty (on track to close by Sept 30). Weve optimized costs reshaped our expense base (with more still to do) and upgraded talent (many more slated to join in the near-term) including @AnkitKhemka2 (ex-Revolut) as CPO to lead Bakkt Agent and @philliplord1 responsible for sales and our international business. Weve fortified the balance sheet and eliminated all debt. Not every decision was" [X Link](https://x.com/anyuser/status/1970128365488111755) 2025-09-22T14:09Z [----] followers, 204.9K engagements "Talent is the real flex. Thrilled to welcome @jeremyjauncey to @Bakkt as Strategic Advisor for Brand Creative & Distribution. The $BKKT team keeps getting stronger - and were just getting started @mikealfred. 🚀" [X Link](https://x.com/anyuser/status/1979174759096291637) 2025-10-17T13:16Z [----] followers, 32.6K engagements "🔔 A Few Key Updates: [--]. @Bakkt + DTR: accelerate programmable payments & stablecoin infrastructure [--]. Investor Day set for March [--] at NYSE [--]. A new $BKKT: Company to operate as Bakkt Inc. effective Jan [--] [--]. refreshed and updated https://tinyurl.com/NewBakkt http://bakkt.com https://tinyurl.com/NewBakkt http://bakkt.com" [X Link](https://x.com/anyuser/status/2010717949095506031) 2026-01-12T14:18Z [----] followers, 23K engagements "Its been six months since I joined @Bakkt and the pace of change and execution has been intense: sharpening our focus as a next-gen financial infrastructure platform and exiting non-core businesses like Loyalty (on track to close by Sept 30). Weve optimized costs reshaped our expense base (with more still to do) and upgraded talent (many more slated to join in the near-term) including @AnkitKhemka2 (ex-Revolut) as CPO to lead Bakkt Agent and @philliplord1 responsible for sales and our international business. Weve fortified the balance sheet and eliminated all debt. Not every decision was" [X Link](https://x.com/anyuser/status/1970128365488111755) 2025-09-22T14:09Z [----] followers, 204.9K engagements "🔔 A Few Key Updates: [--]. @Bakkt + DTR: accelerate programmable payments & stablecoin infrastructure [--]. Investor Day set for March [--] at NYSE [--]. A new $BKKT: Company to operate as Bakkt Inc. effective Jan [--] [--]. refreshed and updated https://tinyurl.com/NewBakkt http://bakkt.com https://tinyurl.com/NewBakkt http://bakkt.com" [X Link](https://x.com/anyuser/status/2010717949095506031) 2026-01-12T14:18Z [----] followers, 23K engagements "The AI Endgame: Three Paths One Inevitable Destination [--] IPOs - if the economics work [--] Big Tech acquisitions - antitrust issues [--] Consortium bailout - the Visa/Mastercard model Add a likely U.S. power and debt guarantee (plus warrants) and AI becomes national infrastructure. AI is the American industrial strategy. And a multi-decade industrial super-cycle has just begun. My detailed thoughts: #AI datacenters are the new factories of the American industrial renaissance. The tech is real but the cash flows are uncertain. These GPU clusters are the new manufacturing plants - power-hungry" [X Link](https://x.com/anyuser/status/1989362276436943126) 2025-11-14T15:58Z [----] followers, 18.7K engagements "Markets rise and fall but @WarrenBuffett shows that wisdom and decency compound forever. #WarrenBuffett #Investing #Wisdom Last Letter: https://tinyurl.com/WB-Letter https://tinyurl.com/WB-Letter" [X Link](https://x.com/anyuser/status/1988095501791846790) 2025-11-11T04:04Z [----] followers, 103.4K engagements "The AI race is no longer about innovation its about sovereignty 🧠 Whoever masters intelligence shapes the century 🌍 The US and China are racing for control while the rest watch from the sidelines The outcome may define the next [---] years (see charts) 📊 #AI #China #USA #NationalSecurity #IndustrialPolicy" [X Link](https://x.com/anyuser/status/1981793111849546156) 2025-10-24T18:41Z [----] followers, 23.1K engagements "Intelligence = energy China is racing ahead. ⚡ Cheap power = more compute = faster intelligence. The U.S. & rest of world have a lot to catch up on electrification. #AI $NVDA" [X Link](https://x.com/anyuser/status/1985613904953721139) 2025-11-04T07:43Z [----] followers, [----] engagements "The tech industry has quietly turned AI into a national-security project too big to fail too strategic to slow. Hundreds of billions are being poured into chips data centers and compute commitments larger than most nations GDPs. Buried in these mega-deals are financial guarantees from the worlds largest tech companies effectively masking leverage across the system with @OpenAI itself as the counterparty risk. This isnt about code anymore. Its industrial policy disguised as innovation and while the payoff may one day justify the scale the entire stock market now seems tethered to #OpenAIs" [X Link](https://x.com/anyuser/status/1980787449589608702) 2025-10-22T00:05Z [----] followers, 38.5K engagements "#OpenAI may have kicked off the trend supposedly offering a creditworthy backstop that fixed income investors love (creditworthiness lies in the eye of the beholder 👀) Now $META and others are joining the game. Id definitely use #ChatGPT to comb through the footnotes over the coming quarters for select companies but I firmly believe were still very early in the game 📄. However its becoming clear: $AMZN $GOOG and $MSFT are the adults in the room with the most bankable durable credit risk 🏦 #AI" [X Link](https://x.com/anyuser/status/1984298082243395834) 2025-10-31T16:35Z [----] followers, [----] engagements "The AI infrastructure boom feels like a modern-day gold rush fueled by increasingly inventive financing. Lets hope the monetization and cash-flow curves outrun depreciation and debt maturities. #AI #OpenAI #Nvidia #AMD #Oracle" [X Link](https://x.com/anyuser/status/1975876191379955742) 2025-10-08T10:49Z [----] followers, 53.3K engagements "@OpenAI has to IPO. Revenues cant catch up to $1.4T+ in AI infrastructure spend and lease obligation commitments. The IPO isnt ambition but a matter of survival its oxygen for the entire #AI ecosystem" [X Link](https://x.com/anyuser/status/1983814824867066263) 2025-10-30T08:34Z [----] followers, [----] engagements "📅 $BKKT will report Q325 results pre-market on Nov [--] and host the earnings call at 8:30 AM ET to review the quarter" [X Link](https://x.com/anyuser/status/1982634202198925709) 2025-10-27T02:23Z [----] followers, 23.9K engagements "Capex spending of $400 bn between $AMZN $GOOG $MSFT and $META 31% of the entire S&P 500s total capex. A historic capital cycle is unfolding. The #AI buildout dwarfs everything before it. 🏗" [X Link](https://x.com/anyuser/status/1982618872181363160) 2025-10-27T01:22Z [----] followers, 11.1K engagements "Welcome @LynAldenContact to @Bakkt. $BKKT is strengthening its Board with world-class governance and strategic depth as we gear up for the next chapter. A fellow engineer Lyn is one of the most original thinkers at the crossroads of macro markets & engineering. 💹⚙ 🔗 https://tinyurl.com/BKKT-LynBoard https://tinyurl.com/BKKT-LynBoard" [X Link](https://x.com/anyuser/status/1980250182580068839) 2025-10-20T12:30Z [----] followers, 29.5K engagements "Talent is the real flex. Thrilled to welcome @jeremyjauncey to @Bakkt as Strategic Advisor for Brand Creative & Distribution. The $BKKT team keeps getting stronger - and were just getting started @mikealfred. 🚀" [X Link](https://x.com/anyuser/status/1979174759096291637) 2025-10-17T13:16Z [----] followers, 32.6K engagements "Feels like the bottom of the 7th in the $BKKT turnaround. ⚾ @Bakkt with a vengeance" [X Link](https://x.com/anyuser/status/1977738659303424079) 2025-10-13T14:10Z [----] followers, 50.1K engagements "@Bakkt Update: $BKKT turnaround entering the top of the 8th - operational cleanup ongoing structure simplified attracting world-class talent momentum building for a year-end completion ⚾ @Bakkt to execution mode 🏗" [X Link](https://x.com/anyuser/status/1978838344298528949) 2025-10-16T15:00Z [----] followers, [----] engagements "Major simplification underway $BKKT moving to a single share class effective Nov [--] [----]. Streamlined. Stronger. Shareholder-aligned. You asked we delivered ✅ @Bakkt to the grind ⚒ 🔗 https://tinyurl.com/BKKT-1Class https://tinyurl.com/BKKT-1Class" [X Link](https://x.com/anyuser/status/1978796780142592402) 2025-10-16T12:14Z [----] followers, 216K engagements "Samsungs new 7M-parameter Tiny Recursive Model (TRM) reportedly outperforms DeepSeek Gemini [---] ChatGPT and Anthropic - while being [-----] smaller. If true it could mark a major inflection in AIs future cost curve: less compute smarter inference. For years the orthodoxy has been scale = intelligence - bigger models more GPUs exponential cost. Samsungs TRM challenges that paradigm. Instead of billions of weights it uses a lean architecture that thinks recursively - drafting critiquing and rewriting its own reasoning loops until confident. In essence it trades learning complexity for inference" [X Link](https://x.com/anyuser/status/1978591024143598020) 2025-10-15T22:37Z [----] followers, [----] engagements "- New @FederalReserve Chair soon - Negative real rates - 6%+ @USGov deficits Global monetary inflations the DJ. Party like its [----]. 🎶💰 #Macro #Markets #Bitcoin" [X Link](https://x.com/anyuser/status/1977053563697479844) 2025-10-11T16:47Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Akshay_Naheta Akshay Naheta
Akshay Naheta posts on X about $bkkt, ai, debt, open ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -14%
- [--] Month [------] -49%
- [--] Months [-------] +464%
- [--] Year [---------] +13,031%
Mentions: [--] #
- [--] Month [--] -33%
- [--] Months [--] +227%
- [--] Year [--] +683%
Followers: [-----] #
- [--] Week [-----] -0.08%
- [--] Month [-----] +0.06%
- [--] Months [-----] +298%
- [--] Year [-----] +300%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands countries currencies cryptocurrencies exchanges travel destinations fashion brands
Social topic influence $bkkt #17, ai, debt, open ai, future, inflation, money, china, countries, the world
Top accounts mentioned or mentioned by @bakkt @federalreserve @ecb @howardlutnick @secscottbessent @mikealfred @secyellen @ustreasury @realdonaldtrumps @ustraderep @cnbc @cnn @foxnews @tuckercarlson @openai @davidsacks @sbakelly @mikejohnson @warrenbuffett @federalreserves
Top assets mentioned Bakkt Holdings, Inc. (BKKT) Bitcoin (BTC) Metadium (META) Amazon.com, Inc. (AMZN) Pacific Biosciences of California, Inc. (PACB) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Flex Ltd. Ordinary Shares (FLEX) Uber Technologies, Inc. (UBER) Hertz Network (HTZ)
Top Social Posts
Top posts by engagements in the last [--] hours
"The AI infrastructure boom feels like a modern-day gold rush fueled by increasingly inventive financing. Lets hope the monetization curve races ahead of depreciation and debt maturties #AI #OpenAI #Nvidia #AMD #Oracle"
X Link 2025-10-08T10:47Z [----] followers, [---] engagements
"I spoke on a panel about the Future of #InsureTech @MontySummit [----]. It was an extremely efficient format and a well organised event all around. @cmtelematics http://youtu.be/SbIvsvSIwDg http://youtu.be/SbIvsvSIwDg"
X Link 2019-04-02T21:50Z [----] followers, [--] engagements
"Venture Capital and the Year of the Unicorn IPOs at #MIGlobal. [----] is shaping up to be a big year for monetisations. It will be interesting to see how these Gig Economy businesses perform going forward #Uber @MilkenInstitute @SoftBank @Mubadala http://youtu.be/wA7TJHlgP5Q http://youtu.be/wA7TJHlgP5Q"
X Link 2019-05-01T13:59Z [----] followers, [--] engagements
"Great show put up in Amsterdam by @money2020 - I quite enjoyed the conference. Discussed topics such as the next set of disruptions in payments going public etc"
X Link 2019-06-05T00:40Z [----] followers, [--] engagements
"The tide is turning #SoftBank"
X Link 2020-02-13T08:20Z [----] followers, [--] engagements
"Why is the #AmericanDream dying Thanks to the @federalreserves singular focus on protecting asset owners (the 1% rich) and established large corporations - there is no more creative destruction a plethora of zombie companies increasing unaffordability & a widening wealth gap"
X Link 2020-04-17T15:25Z [----] followers, [--] engagements
"1/2 China backlash: The global supply chains will get rewired through hard regulation/laws/incentives in the next few years. E.g.: - US gets 100% of its blood pressure medicines from China & only has [--] days of stocked supply - 90% of all APIs for antibiotics are made in China"
X Link 2020-04-19T07:00Z [----] followers, [--] engagements
"2/2 Politicians in other countries have to deflect the blame externally for their cratering economies & job losses. Stimulus spending will have to increase dramatically; whats better than building factories & self-sufficiency. As we get closer to November this tone gets louder"
X Link 2020-04-19T07:08Z [----] followers, [--] engagements
"@FederalReserve can only solve for liquidity not for solvency or economic growth: (1) zombie companies dont enhance the economy long-term (2) Extreme monetary policies only provide a short-term impulse for asset prices (3) Demand-side shocks & unemployment will stay unresolved"
X Link 2020-05-03T14:14Z [----] followers, [--] engagements
"Rising business failures & defaults along with falling prices for autos & rents mean that darkest days of the current crisis are ahead of us. The dynamic will be exacerbated in EMs due to lack of fiscal resources to recap the banking system; massive headwinds for global growth"
X Link 2020-05-12T08:17Z [----] followers, [--] engagements
"Im totally baffled by the lack of competence and responsibility displayed by E&Y (@EYnews). As an organisation that is meant to protect all stakeholders - creditors and shareholders - in companies both public and private they have materially failed in their fiduciary duties"
X Link 2020-06-18T12:55Z [----] followers, [---] engagements
"The increased participation by retail in the market makes it imperative for the SEC to step in sooner to prevent $HTZ type situations to protect retail investors. One possible quick fix might be to move trading to the OTC market the day a company files for Chapter 11"
X Link 2020-06-20T22:48Z [----] followers, [--] engagements
"A great summary of how the greatest economic system created by humans is being shattered as we know it and its taking the #AmericanDream along with it. Is it too late to save capitalism https://on.ft.com/3fVuAWN https://on.ft.com/3fVuAWN"
X Link 2020-06-25T19:57Z [----] followers, [--] engagements
"This is why capitalism is breaking down Our future includes a significant increase in taxes to counter these government-backed bailout policies at any sign of trouble. The Feds policies have exacerbated inequality and tensions in the social fabric. https://www.nytimes.com/2020/07/01/opinion/inequality-goverment-bailout.html https://www.nytimes.com/2020/07/01/opinion/inequality-goverment-bailout.html"
X Link 2020-07-05T15:47Z [----] followers, [---] engagements
"Wishing everyone the happiest New Year"
X Link 2021-01-01T13:39Z [----] followers, [--] engagements
"Governments have created the largest transfer of future generational wealth from the have-nots to the haves under the guise of covid. They turn to capitalism when the economy is doing well and socialism/cronyism especially when there are economic crises http://www.businessinsider.com/scott-galloway-why-we-should-impose-wealth-tax-on-richest-2021-1 http://www.businessinsider.com/scott-galloway-why-we-should-impose-wealth-tax-on-richest-2021-1"
X Link 2021-01-16T05:34Z [----] followers, [--] engagements
"Dramatic bull & bear markets have existed since the beginning of time. If one can stay objective & detach temperamentally from the crowd there is no question that over time markets offer incredible opportunities to generate wealth. Unfortunately this is easier said than done"
X Link 2021-01-16T10:54Z [----] followers, [--] engagements
"What was the communication between @RobinhoodApp management and Citadel along with their own trading regarding the relevant names This is all the @SEC_News @USSenate and @congressdotgov should care about. There seems to be a lot of serendipitous coincidences at play here"
X Link 2021-01-29T07:51Z [----] followers, [--] engagements
"The stock market is built on a foundation of free market principles that includes individual choice & equal treatment of all participants. Restricting the trading choices of individual investors runs counter to those principals creates a two-tiered system & undermines capitalism"
X Link 2021-01-29T12:08Z [----] followers, [--] engagements
"@AUTO1_Group was one of my first investments at the vision fund. We added significant value to the business by transforming it into an asset light model through an innovative inventory securitisation transaction. Im proud of the execution by the founders https://youtu.be/5RqQsPH1tjM https://youtu.be/5RqQsPH1tjM"
X Link 2021-02-04T20:41Z [----] followers, [--] engagements
"For $AMZN @JeffBezos new role will allow him to solely focus on innovation new products and lowering prices for goods/services. This is nothing but good news for customers and shareholders. More Growth + More Innovation = Amplified Disruption"
X Link 2021-02-05T10:53Z [----] followers, [--] engagements
"1/2 Low cost high quality whole genome sequencing applied at population-scale and combined with powerful AI tools will enable faster and more accurate diagnosis personalized treatments and accelerated therapeutic discovery. This is the future of precision medicine @PacBio $PACB"
X Link 2021-02-10T14:36Z [----] followers, [--] engagements
"2/2 Christian has assembled a world-class management team to commercialize $PACB sequencing technology for a digital future in learning health systems. We look forward to partnering with @PacBio to build the leading and most advanced sequencing platform in the world"
X Link 2021-02-10T14:36Z [----] followers, [--] engagements
"US SPACs IPO capital raised: 2013: $1 billion 2014: $2 billion 2015: $4 billion 2016: $3 billion 2017: $11 billion 2018: $9 billion 2019: $13 billion 2020: $83 billion [----] YTD: $50 billion (1 billion/day) Looks like SPACs are basically a democratisation of late stage VC"
X Link 2021-02-19T14:26Z [----] followers, [--] engagements
"Invitae has a definitive head start in the rapidly expanding market for clinical genetic sequencing. We look forward to working with Sean to executing his vision of making the use of genetics routine in mainstream medicine $NVTA @Invitae https://ir.invitae.com/news-and-events/press-releases/press-release-details/2021/Invitae-Announces-1.15-Billion-Investment-Supporting-Ongoing-Growth-Initiatives/default.aspx https://ir.invitae.com/news-and-events/press-releases/press-release-details/2021/Invitae-Announces-1.15-Billion-Investment-Supporting-Ongoing-Growth-Initiatives/default.aspx"
X Link 2021-04-05T15:16Z [----] followers, [--] engagements
"The next opportunity in public markets is to identify successful market-leading global #1 incumbents. Specifically companies that have the desire and have charted the course to digitally transform themselves further enhancing their leadership by leveraging AI"
X Link 2021-08-19T23:18Z [----] followers, [--] engagements
"The inflation horse has left the barn i.e. definitely not transitory; probably sets the stage for panic on the part of @federalreserve. The longer they wait the higher the probability of policy errors; JP probably waits until he gets reconfirmed before shaking things up"
X Link 2021-10-15T06:04Z [----] followers, [--] engagements
"Buckle your seat belts - no more transitory"
X Link 2021-12-01T07:28Z [----] followers, [--] engagements
"After the largest monetary expansion ever (combination of QE & helicopter drops) over the last [--] months globally government leaders are meeting to discuss what to do based on the fact that what theyve intentionally done has caused whats happening. Cant make this up 🤯"
X Link 2021-12-11T09:18Z [----] followers, [--] engagements
"What else has Janet been wrong about What if she was consistently wrong during her tenure leading the @federalreserve I guess were all living through the consequences of that and the foolish no-limits money printing policies for over a decade by central banks the world over"
X Link 2022-06-01T09:12Z [----] followers, [--] engagements
"All the central banks did with bailouts & debt monetisation schemes for the past several years was to kick the can down the road - the day of (debt) reckoning has arrrived. Might be the beginning of the end of the oligopoly in global rates formed by the @federalreserve & @ecb"
X Link 2022-06-15T08:19Z [----] followers, [--] engagements
"Playbook for becoming one of the poorest countries in the world in less than [--] decades - outsource your: [--]. Trade policy to China [--]. Monetary policy to @ecb [--]. Defence policy to the USA & [--]. Energy policy to Russia @bundesbank @Bundestag #German politicians failed their citizens"
X Link 2022-07-19T11:03Z [----] followers, [--] engagements
"How to be consistently wrong @SecYellen @federalreserve https://t.co/TT4F9rClzZ https://t.co/TT4F9rClzZ"
X Link 2022-07-20T10:08Z [----] followers, [--] engagements
"I believe that governments around the world have amassed a long list of overzealous actions (lockdowns vaccine mandates zero covid travel bans etc.) taken over the last 2+ years that history is not going to look kindly upon"
X Link 2022-08-27T07:34Z [----] followers, [--] engagements
"From #Inflation being transitory to fighting it for as long as it takes. Everyone should be relieved now as @federalreserve is in total control The PhD standard of monetary policy setting over the last [--] decades or so is a marvel in how not to destroy a reserve currency"
X Link 2022-09-07T21:33Z [----] followers, [--] engagements
"Nice attempt at a hoodwink @Lagarde when you know @ecb can never do QT; unless ofcourse if the powers that be want an end of the #euro. Debt to GDP of all relevant EU countries is higher today than it was in [----] at the peak of the so called European Crisis"
X Link 2022-09-26T16:55Z [----] followers, [--] engagements
"Another attempt at whatever it takes Controlling markets eventually ends in tears and one wouldve thought that from @bankofenglands experience in the early 90s they wouldve known that. #GBP goes down as a consequence of this - thereby creating a deathspiral of some sorts"
X Link 2022-09-28T11:23Z [----] followers, [--] engagements
"Furthering the ponzi scheme that the #EU is More bailouts more money printed @ecb monetises more debt rinse and repeat. The #euro will go a lot lower with these shenanigans in place"
X Link 2022-10-10T15:34Z [----] followers, [--] engagements
"How upside-down is the world today @bankofengland will lose credibility because it wont print anymore money How will these central banks control inflation if they cant stop the printing press. #GBP is going to spiral out of control with all these misguided policies"
X Link 2022-10-12T07:05Z [----] followers, [--] engagements
"The U.K. is a showcase of a completely dysfunctional economy on display after years of zero rates and massive deficits (a government debt binge) enabled through multiple rounds of QE. Unfortunately U.K. is not alone Several countries in the EU will be next. @ecb @bankofengland"
X Link 2022-10-19T20:56Z [----] followers, [--] engagements
"Global Debt was well over 350% of Global GDP at the end of [----] - clearly very stretched levels with a grave risk of smothering economic growth as a consequence of large debt service costs. Likely that most governments have no realistic chance of paying this level of debt back"
X Link 2022-10-30T21:51Z [----] followers, [--] engagements
"Increasingly the entire world is starting to resemble Argentina"
X Link 2022-10-30T21:51Z [----] followers, [--] engagements
"Immigration policies are an important determinant of success in a countrys future. Sensible immigration acts both as a productivity gain and as a deflationary force. Unfortunately the current trend in politics in developed economies has no sensible approach on this front"
X Link 2022-12-01T08:28Z [----] followers, [--] engagements
"Fortunate to be part of an ever-evolving UAE a country run like a corporation: open for business and immigration. @MohamedBinZayed @HHShkMohd have provided a safe clean and efficient environment for its citizens and expats alike to flourish and prosper #UAENationalDay"
X Link 2022-12-02T08:23Z [----] followers, [--] engagements
"The throne that US supremacy sits on is the #USD. Destabilising the throne can lead to the decline of the US as a superpower. Actions that further entrench the dollars reserve status rather than destroy it should be taken proactively not allowing for a search of alternatives"
X Link 2022-12-22T03:13Z [----] followers, [---] engagements
"Institutional financial structures that survived because of low rates & implied volatility by governments & central banks continuously breaching moral hazard in the name of QE/bailouts will not survive QT & higher terminal rates. Violent bouts in the market in [--] are a given"
X Link 2022-12-25T03:20Z [----] followers, [----] engagements
"Merry Christmas 🎄 Wishing everyone a happy holiday season filled with joy love and peace"
X Link 2022-12-25T11:45Z [----] followers, [----] engagements
"Totally unsustainable debt trajectory @SecYellen. The debt has increased by 50% in [--] years. And @federalreserve wonders why inflation is going to stay sticky Stop printing money and pull cash out of the system. Wars will end asset prices will fall and inflation will collapse"
X Link 2023-01-13T18:44Z [----] followers, [----] engagements
"@_____Lightning @SecYellen @federalreserve Where do you think all the printed money went To a lot of countries that are wagging/threatening wars. Would oil prices be this high Would Americans be consuming so many goods We swapped good jobs & destroyed communities for discounted products at bigbox retailers in the west"
X Link 2023-01-13T21:54Z [----] followers, [---] engagements
"We need to restore the integrity of capitalism"
X Link 2023-03-12T15:48Z [----] followers, [---] engagements
"Its baffling to see more policy errors on the part of @federalreserve. Were in for a massive spike in inflation if they back off from rate hikes and QT. @federalreserves balance sheet is as screwed as that of SVIBs. Its the blind leading the blind"
X Link 2023-03-13T09:28Z [----] followers, [---] engagements
"The equity value of PE LBO deals - deals with substantial debt/leverage - based on where their debt trades in the secondary market is basically ZERO. Most PE firms still have to recognise this in their fund NAV. Next the @federalreserve will backstop the investors in these funds"
X Link 2023-03-13T12:40Z [----] followers, [---] engagements
"Blind leading the blind @federalreserve If you thought SVB was bad . The Fed is sitting on unrealized losses of $1.2 trillion on their $8.3 trillion bond portfolio. And the Fed is losing money every day by paying $$$ to commercial banks via reverse repos. https://t.co/qBMTq7mR3E If you thought SVB was bad . The Fed is sitting on unrealized losses of $1.2 trillion on their $8.3 trillion bond portfolio. And the Fed is losing money every day by paying $$$ to commercial banks via reverse repos. https://t.co/qBMTq7mR3E"
X Link 2023-03-13T18:53Z [----] followers, [---] engagements
"US$1.5tn in CRE loans coming due in the next [--] years. Industry now wants a govt bailout because losses are meant to be socialised & profits are privatised in America The US is becoming a banana republic where capitalism is dying by a thousand cuts. @federalreserve @USTreasury"
X Link 2023-03-20T11:59Z [----] followers, [----] engagements
"Over the next few years the most important divergence that one has to lookout for in markets is that between long-term yields and the strength of the dollar (specifically yields rising and dollar weakness)"
X Link 2023-10-19T08:07Z [----] followers, [---] engagements
"The current American administration is living in a past era. There is an urgent need for global leaders to understand the present realities. The world is fraught with immense risks and the real possibility of a major global conflict. The world is changing fast"
X Link 2023-10-26T06:48Z [----] followers, [---] engagements
"How to be consistently wrong - another nugget from @SecYellen. Yields are going a lot higher in the medium-term unless @federalreserve starts printing money again - QE"
X Link 2023-10-26T19:02Z [----] followers, [----] engagements
"Fortunate to be part of an ever-evolving UAE. @MohamedBinZayed @HHShkMohd have provided a safe clean and efficient environment for its citizens and expats alike to flourish and prosper #UAENationalDay"
X Link 2023-12-02T14:20Z [----] followers, [----] engagements
"UAE should be off the grey list in the next couple months. That should provide another boost for the economy and the real estate markets"
X Link 2024-01-19T13:54Z [----] followers, [----] engagements
"Democracy free speech and meritocracy was the winner tonight"
X Link 2024-11-06T05:55Z [----] followers, [----] engagements
"Hopefully a change in American leadership can act as a catalyst to provide an off-ramp from the current wars in Europe and the Middle East. We need peace in this world and an end to the suffering of innocent people. Politicians arent the ones fighting on the frontlines"
X Link 2024-11-06T17:32Z [----] followers, [----] engagements
"Formally launched our platform today - excited for what lies ahead At DTR were simplifying global payments by connecting national payment systems with blockchain innovation. Our mission is to create a seamless secure and accessible financial ecosystem for businesses worldwide. 📣 Today were excited to launch AmalgamOS our cutting-edge At DTR were simplifying global payments by connecting national payment systems with blockchain innovation. Our mission is to create a seamless secure and accessible financial ecosystem for businesses worldwide. 📣 Today were excited to launch AmalgamOS our"
X Link 2024-12-11T16:36Z [----] followers, [----] engagements
"If you want to understand the outcome look at the incentives. This is especially true when it comes to illegal immigration in the developed world where benefits like free food housing and healthcare serve as powerful motivators. However these policies have come at a coststraining public services and diminishing the quality of life for taxpaying citizens"
X Link 2025-02-11T16:10Z [----] followers, [----] engagements
"Global supply chains are intricate and require gradual recalibration to avoid chaos. A smart solution: offer companies capex credits in place of immediate tariffs on imported goods. These non-transferable credits would offset tariffs dollar-for-dollar based on industrial capital expenditures (capex) to onshore production. A practical ratio $1 of tariff relief for every $5 invested in domestic capacity with investments completed within three years. This aligns with @realDonaldTrumps visiondelivering on campaign promises while minimizing trade disruptions and shielding consumers from"
X Link 2025-04-06T15:15Z [----] followers, 12.8K engagements
"And what happens to the credits if the capex commitments arent met in the allotted time frame - it becomes tax revenue for the US government. The companies have to pay the tariffs if they dont complete the capex spend in the allotted time"
X Link 2025-04-06T15:20Z [----] followers, [----] engagements
"Combine this with lower headline tariffs: @howardlutnick & @SecScottBessent are negotiating country-by-country delivering results in 60-90 days. This ensures free fair global trade while gradually onshoring key industries aligning with @realDonaldTrumps vision"
X Link 2025-04-06T15:29Z [----] followers, [----] engagements
"Notice that the 10-year and 30-year Treasury yields arent falling today even as stocks decline. I suspect this is because countries with trade surplusestraditionally major buyers of Treasurieswere understandly absent. Whats more concerning now is that some of these nations are actually selling Treasuries to defend their currencies from sliding further against the dollar. I firmly believe that @realDonaldTrumps agenda is essential for the long-term security of the United States. However its implementation must be deliberate and strategically paced over the next [--] years for obvious and"
X Link 2025-04-07T14:05Z [----] followers, [----] engagements
"1. Oil prices droppingrecessionary signal but helps inflation short-term. [--]. 10-year yields risingcountries selling treasuries to save their currencies against U.S.s deficit reduction interests. [--]. 3-year SOFR at record lowsfunding squeeze brewing flashing red sign something might collapse. @SecScottBessent & @federalreserve know this better than anyone else Onshoring manufacturing can be done in smarter ways than tariffs. It definitely cant be done instantlythe cost hits consumers and small businesses hardest. Confidence drives business self-inflicted pain kills it. The capex credit"
X Link 2025-04-09T01:01Z [----] followers, [----] engagements
"Based on the moves in 10-year yields and SOFR spreads I wouldnt be surprised if there is some emergency meeting @federalreserve some time within the next week"
X Link 2025-04-09T01:30Z [----] followers, [----] engagements
"Exports account for approximately 1112% of the U.S. economy which is why ideas like import certificates or export credits as proposed by @WarrenBuffett years ago are no longer practical in todays environment. In my view the most viable solution is the implementation of capex creditsas I suggested recently. This approach allows for a measured and strategic onshoring of U.S. manufacturing over a multi-year horizon. It aligns with and advances @realDonaldTrumps agenda without inflicting unintended harm on U.S. businesses or consumers. Its important to acknowledge a basic economic reality: a"
X Link 2025-04-11T16:16Z [----] followers, [----] engagements
"Some quick thoughts: Iran talks + Ukraine-Russia peace could shape rest of [----]. China-Russia-Iran axis is troubling. U.S. should prioritize re-engaging Russia; prospects with the other two are limited. EU appears gridlockedparalyzed by ideology and a leadership vacuum. U.S. must urgently accelerate domestic production of electronic components and pharmaceuticals. A global soverign debt crisis loomsescalating trade/tariff war as well as onshoring will be the catalyst"
X Link 2025-04-19T13:06Z [----] followers, [----] engagements
"The era of multipolarity is reshaping global power dynamics. Macroeconomic systems entrenched for decades face a seismic shift within five years. I'm readydiversifying investments and strategically adapting my businesses for the future. Are you prepared Thoughts #GlobalEconomy #FutureTrends"
X Link 2025-05-25T16:55Z [----] followers, [----] engagements
"The Big Beautiful Bill might win votes now but its setting up a debt bomb. Without immediate spending restraint 10Y and 30Y yields could soar not just from inflation but from collapsing trust. Add tariffs & onshoring to the mix Foreign demand dries up. Rates explode"
X Link 2025-05-26T20:45Z [----] followers, 135.3K engagements
"✈ [-----] miles [----] hours [--] time zones [--] days. No excuses. Building @Bakkt [---]. Jet lag is optional. 🌎 $BKKT"
X Link 2025-09-25T15:47Z [----] followers, 54.5K engagements
"Honored to be nominated as Chairman of Bitcoin Japan Corporation (@bitcoincojp). Our mission: build Japans gateway to the Bitcoin & AI economy. 🚀 11.11.25 a historic new chapter begins. 👀 $8105 $BKKT #Bitcoin #BTC #Japan $8105.T (8105) @Bakkt"
X Link 2025-09-26T12:31Z [----] followers, 51.3K engagements
"The sale of the Loyalty business is the penultimate step in streamlining our structure and costs. Q4 will draw the line clear KPIs new products & business segments scaled distribution and a stronger foundation built with great people. The next chapter of @Bakkt starts now. $BKKT #Bitcoin https://tinyurl.com/Bakkt-Loyalty-Sale https://tinyurl.com/Bakkt-Loyalty-Sale https://tinyurl.com/Bakkt-Loyalty-Sale https://tinyurl.com/Bakkt-Loyalty-Sale"
X Link 2025-10-01T14:17Z [----] followers, 51.9K engagements
"Several investors have raised thoughtful questions about @Bakkts corporate structure. We currently operate under an UpC dualclass structure originally designed to preserve tax benefits for pre-IPO shareholders. While this setup carries no differential voting rights its presence significantly limits our eligibility with many institutional investors index funds and mandates reducing liquidity and demand for $BKKT over time. However a collapse into a single-class structure would result in 24% dilution depending on final mechanics (and several factors) with all of it accruing to pre-IPO holders."
X Link 2025-10-03T13:32Z [----] followers, 45.1K engagements
"The AI infrastructure boom feels like a modern-day gold rush fueled by increasingly inventive financing. Lets hope the monetization and cash-flow curves outrun depreciation and debt maturities. #AI #OpenAI #Nvidia #AMD #Oracle"
X Link 2025-10-08T10:49Z [----] followers, 53.3K engagements
"@Bakkt website redesign underway 🛠 Heard you and were on it. $BKKT"
X Link 2025-10-08T16:59Z [----] followers, 11.2K engagements
"- New @FederalReserve Chair soon - Negative real rates - 6%+ @USGov deficits Global monetary inflations the DJ. Party like its [----]. 🎶💰 #Macro #Markets #Bitcoin"
X Link 2025-10-11T16:47Z [----] followers, [----] engagements
"Feels like the bottom of the 7th in the $BKKT turnaround. ⚾ @Bakkt with a vengeance"
X Link 2025-10-13T14:10Z [----] followers, 50.1K engagements
"Samsungs new 7M-parameter Tiny Recursive Model (TRM) reportedly outperforms DeepSeek Gemini [---] ChatGPT and Anthropic - while being [-----] smaller. If true it could mark a major inflection in AIs future cost curve: less compute smarter inference. For years the orthodoxy has been scale = intelligence - bigger models more GPUs exponential cost. Samsungs TRM challenges that paradigm. Instead of billions of weights it uses a lean architecture that thinks recursively - drafting critiquing and rewriting its own reasoning loops until confident. In essence it trades learning complexity for inference"
X Link 2025-10-15T22:37Z [----] followers, [----] engagements
"Major simplification underway $BKKT moving to a single share class effective Nov [--] [----]. Streamlined. Stronger. Shareholder-aligned. You asked we delivered ✅ @Bakkt to the grind ⚒ 🔗 https://tinyurl.com/BKKT-1Class https://tinyurl.com/BKKT-1Class"
X Link 2025-10-16T12:14Z [----] followers, 216K engagements
"@Bakkt Update: $BKKT turnaround entering the top of the 8th - operational cleanup ongoing structure simplified attracting world-class talent momentum building for a year-end completion ⚾ @Bakkt to execution mode 🏗"
X Link 2025-10-16T15:00Z [----] followers, [----] engagements
"Welcome @LynAldenContact to @Bakkt. $BKKT is strengthening its Board with world-class governance and strategic depth as we gear up for the next chapter. A fellow engineer Lyn is one of the most original thinkers at the crossroads of macro markets & engineering. 💹⚙ 🔗 https://tinyurl.com/BKKT-LynBoard https://tinyurl.com/BKKT-LynBoard"
X Link 2025-10-20T12:30Z [----] followers, 29.5K engagements
"The tech industry has quietly turned AI into a national-security project too big to fail too strategic to slow. Hundreds of billions are being poured into chips data centers and compute commitments larger than most nations GDPs. Buried in these mega-deals are financial guarantees from the worlds largest tech companies effectively masking leverage across the system with @OpenAI itself as the counterparty risk. This isnt about code anymore. Its industrial policy disguised as innovation and while the payoff may one day justify the scale the entire stock market now seems tethered to #OpenAIs"
X Link 2025-10-22T00:05Z [----] followers, 38.5K engagements
"The AI race is no longer about innovation its about sovereignty 🧠 Whoever masters intelligence shapes the century 🌍 The US and China are racing for control while the rest watch from the sidelines The outcome may define the next [---] years (see charts) 📊 #AI #China #USA #NationalSecurity #IndustrialPolicy"
X Link 2025-10-24T18:41Z [----] followers, 23.1K engagements
"Capex spending of $400 bn between $AMZN $GOOG $MSFT and $META 31% of the entire S&P 500s total capex. A historic capital cycle is unfolding. The #AI buildout dwarfs everything before it. 🏗"
X Link 2025-10-27T01:22Z [----] followers, 11.1K engagements
"📅 $BKKT will report Q325 results pre-market on Nov [--] and host the earnings call at 8:30 AM ET to review the quarter"
X Link 2025-10-27T02:23Z [----] followers, 23.9K engagements
"@OpenAI has to IPO. Revenues cant catch up to $1.4T+ in AI infrastructure spend and lease obligation commitments. The IPO isnt ambition but a matter of survival its oxygen for the entire #AI ecosystem"
X Link 2025-10-30T08:34Z [----] followers, [----] engagements
"#OpenAI may have kicked off the trend supposedly offering a creditworthy backstop that fixed income investors love (creditworthiness lies in the eye of the beholder 👀) Now $META and others are joining the game. Id definitely use #ChatGPT to comb through the footnotes over the coming quarters for select companies but I firmly believe were still very early in the game 📄. However its becoming clear: $AMZN $GOOG and $MSFT are the adults in the room with the most bankable durable credit risk 🏦 #AI"
X Link 2025-10-31T16:35Z [----] followers, [----] engagements
"Intelligence = energy China is racing ahead. ⚡ Cheap power = more compute = faster intelligence. The U.S. & rest of world have a lot to catch up on electrification. #AI $NVDA"
X Link 2025-11-04T07:43Z [----] followers, [----] engagements
"@Bakkt Getting @Bakkt in motion"
X Link 2025-11-10T12:53Z [----] followers, [----] engagements
"Markets rise and fall but @WarrenBuffett shows that wisdom and decency compound forever. #WarrenBuffett #Investing #Wisdom Last Letter: https://tinyurl.com/WB-Letter https://tinyurl.com/WB-Letter"
X Link 2025-11-11T04:04Z [----] followers, 103.4K engagements
"Honored to meet Rep. Ahn Do-geol the architect of Koreas stablecoin bill and a key driver of digital asset policy. We discussed constructive regulation @Bakkts business & Encouraged by the strong support for our mission - watch this space. $BKKT http://Bitcoin.kr http://Bitcoin.kr"
X Link 2025-09-26T04:27Z [----] followers, 27K engagements
"The AI Endgame: Three Paths One Inevitable Destination [--] IPOs - if the economics work [--] Big Tech acquisitions - antitrust issues [--] Consortium bailout - the Visa/Mastercard model Add a likely U.S. power and debt guarantee (plus warrants) and AI becomes national infrastructure. AI is the American industrial strategy. And a multi-decade industrial super-cycle has just begun. My detailed thoughts: #AI datacenters are the new factories of the American industrial renaissance. The tech is real but the cash flows are uncertain. These GPU clusters are the new manufacturing plants - power-hungry"
X Link 2025-11-14T15:58Z [----] followers, 18.7K engagements
"Its been six months since I joined @Bakkt and the pace of change and execution has been intense: sharpening our focus as a next-gen financial infrastructure platform and exiting non-core businesses like Loyalty (on track to close by Sept 30). Weve optimized costs reshaped our expense base (with more still to do) and upgraded talent (many more slated to join in the near-term) including @AnkitKhemka2 (ex-Revolut) as CPO to lead Bakkt Agent and @philliplord1 responsible for sales and our international business. Weve fortified the balance sheet and eliminated all debt. Not every decision was"
X Link 2025-09-22T14:09Z [----] followers, 204.9K engagements
"Talent is the real flex. Thrilled to welcome @jeremyjauncey to @Bakkt as Strategic Advisor for Brand Creative & Distribution. The $BKKT team keeps getting stronger - and were just getting started @mikealfred. 🚀"
X Link 2025-10-17T13:16Z [----] followers, 32.6K engagements
"🔔 A Few Key Updates: [--]. @Bakkt + DTR: accelerate programmable payments & stablecoin infrastructure [--]. Investor Day set for March [--] at NYSE [--]. A new $BKKT: Company to operate as Bakkt Inc. effective Jan [--] [--]. refreshed and updated https://tinyurl.com/NewBakkt http://bakkt.com https://tinyurl.com/NewBakkt http://bakkt.com"
X Link 2026-01-12T14:18Z [----] followers, 23K engagements
"Its been six months since I joined @Bakkt and the pace of change and execution has been intense: sharpening our focus as a next-gen financial infrastructure platform and exiting non-core businesses like Loyalty (on track to close by Sept 30). Weve optimized costs reshaped our expense base (with more still to do) and upgraded talent (many more slated to join in the near-term) including @AnkitKhemka2 (ex-Revolut) as CPO to lead Bakkt Agent and @philliplord1 responsible for sales and our international business. Weve fortified the balance sheet and eliminated all debt. Not every decision was"
X Link 2025-09-22T14:09Z [----] followers, 204.9K engagements
"🔔 A Few Key Updates: [--]. @Bakkt + DTR: accelerate programmable payments & stablecoin infrastructure [--]. Investor Day set for March [--] at NYSE [--]. A new $BKKT: Company to operate as Bakkt Inc. effective Jan [--] [--]. refreshed and updated https://tinyurl.com/NewBakkt http://bakkt.com https://tinyurl.com/NewBakkt http://bakkt.com"
X Link 2026-01-12T14:18Z [----] followers, 23K engagements
"The AI Endgame: Three Paths One Inevitable Destination [--] IPOs - if the economics work [--] Big Tech acquisitions - antitrust issues [--] Consortium bailout - the Visa/Mastercard model Add a likely U.S. power and debt guarantee (plus warrants) and AI becomes national infrastructure. AI is the American industrial strategy. And a multi-decade industrial super-cycle has just begun. My detailed thoughts: #AI datacenters are the new factories of the American industrial renaissance. The tech is real but the cash flows are uncertain. These GPU clusters are the new manufacturing plants - power-hungry"
X Link 2025-11-14T15:58Z [----] followers, 18.7K engagements
"Markets rise and fall but @WarrenBuffett shows that wisdom and decency compound forever. #WarrenBuffett #Investing #Wisdom Last Letter: https://tinyurl.com/WB-Letter https://tinyurl.com/WB-Letter"
X Link 2025-11-11T04:04Z [----] followers, 103.4K engagements
"The AI race is no longer about innovation its about sovereignty 🧠 Whoever masters intelligence shapes the century 🌍 The US and China are racing for control while the rest watch from the sidelines The outcome may define the next [---] years (see charts) 📊 #AI #China #USA #NationalSecurity #IndustrialPolicy"
X Link 2025-10-24T18:41Z [----] followers, 23.1K engagements
"Intelligence = energy China is racing ahead. ⚡ Cheap power = more compute = faster intelligence. The U.S. & rest of world have a lot to catch up on electrification. #AI $NVDA"
X Link 2025-11-04T07:43Z [----] followers, [----] engagements
"The tech industry has quietly turned AI into a national-security project too big to fail too strategic to slow. Hundreds of billions are being poured into chips data centers and compute commitments larger than most nations GDPs. Buried in these mega-deals are financial guarantees from the worlds largest tech companies effectively masking leverage across the system with @OpenAI itself as the counterparty risk. This isnt about code anymore. Its industrial policy disguised as innovation and while the payoff may one day justify the scale the entire stock market now seems tethered to #OpenAIs"
X Link 2025-10-22T00:05Z [----] followers, 38.5K engagements
"#OpenAI may have kicked off the trend supposedly offering a creditworthy backstop that fixed income investors love (creditworthiness lies in the eye of the beholder 👀) Now $META and others are joining the game. Id definitely use #ChatGPT to comb through the footnotes over the coming quarters for select companies but I firmly believe were still very early in the game 📄. However its becoming clear: $AMZN $GOOG and $MSFT are the adults in the room with the most bankable durable credit risk 🏦 #AI"
X Link 2025-10-31T16:35Z [----] followers, [----] engagements
"The AI infrastructure boom feels like a modern-day gold rush fueled by increasingly inventive financing. Lets hope the monetization and cash-flow curves outrun depreciation and debt maturities. #AI #OpenAI #Nvidia #AMD #Oracle"
X Link 2025-10-08T10:49Z [----] followers, 53.3K engagements
"@OpenAI has to IPO. Revenues cant catch up to $1.4T+ in AI infrastructure spend and lease obligation commitments. The IPO isnt ambition but a matter of survival its oxygen for the entire #AI ecosystem"
X Link 2025-10-30T08:34Z [----] followers, [----] engagements
"📅 $BKKT will report Q325 results pre-market on Nov [--] and host the earnings call at 8:30 AM ET to review the quarter"
X Link 2025-10-27T02:23Z [----] followers, 23.9K engagements
"Capex spending of $400 bn between $AMZN $GOOG $MSFT and $META 31% of the entire S&P 500s total capex. A historic capital cycle is unfolding. The #AI buildout dwarfs everything before it. 🏗"
X Link 2025-10-27T01:22Z [----] followers, 11.1K engagements
"Welcome @LynAldenContact to @Bakkt. $BKKT is strengthening its Board with world-class governance and strategic depth as we gear up for the next chapter. A fellow engineer Lyn is one of the most original thinkers at the crossroads of macro markets & engineering. 💹⚙ 🔗 https://tinyurl.com/BKKT-LynBoard https://tinyurl.com/BKKT-LynBoard"
X Link 2025-10-20T12:30Z [----] followers, 29.5K engagements
"Talent is the real flex. Thrilled to welcome @jeremyjauncey to @Bakkt as Strategic Advisor for Brand Creative & Distribution. The $BKKT team keeps getting stronger - and were just getting started @mikealfred. 🚀"
X Link 2025-10-17T13:16Z [----] followers, 32.6K engagements
"Feels like the bottom of the 7th in the $BKKT turnaround. ⚾ @Bakkt with a vengeance"
X Link 2025-10-13T14:10Z [----] followers, 50.1K engagements
"@Bakkt Update: $BKKT turnaround entering the top of the 8th - operational cleanup ongoing structure simplified attracting world-class talent momentum building for a year-end completion ⚾ @Bakkt to execution mode 🏗"
X Link 2025-10-16T15:00Z [----] followers, [----] engagements
"Major simplification underway $BKKT moving to a single share class effective Nov [--] [----]. Streamlined. Stronger. Shareholder-aligned. You asked we delivered ✅ @Bakkt to the grind ⚒ 🔗 https://tinyurl.com/BKKT-1Class https://tinyurl.com/BKKT-1Class"
X Link 2025-10-16T12:14Z [----] followers, 216K engagements
"Samsungs new 7M-parameter Tiny Recursive Model (TRM) reportedly outperforms DeepSeek Gemini [---] ChatGPT and Anthropic - while being [-----] smaller. If true it could mark a major inflection in AIs future cost curve: less compute smarter inference. For years the orthodoxy has been scale = intelligence - bigger models more GPUs exponential cost. Samsungs TRM challenges that paradigm. Instead of billions of weights it uses a lean architecture that thinks recursively - drafting critiquing and rewriting its own reasoning loops until confident. In essence it trades learning complexity for inference"
X Link 2025-10-15T22:37Z [----] followers, [----] engagements
"- New @FederalReserve Chair soon - Negative real rates - 6%+ @USGov deficits Global monetary inflations the DJ. Party like its [----]. 🎶💰 #Macro #Markets #Bitcoin"
X Link 2025-10-11T16:47Z [----] followers, [----] engagements
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