#  @LongViewPort The Long View Portfolio The Long View Portfolio posts on X about ai, in the, bitcoin, money the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1179142302796849152/interactions)  - [--] Week [------] -98% - [--] Month [-------] +38,603% ### Mentions: [--] [#](/creator/twitter::1179142302796849152/posts_active)  - [--] Week [--] -2.20% - [--] Month [---] +494% ### Followers: [---] [#](/creator/twitter::1179142302796849152/followers)  - [--] Week [---] +1.90% - [--] Month [---] +63% ### CreatorRank: [---------] [#](/creator/twitter::1179142302796849152/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 50.91% [cryptocurrencies](/list/cryptocurrencies) 17.27% [stocks](/list/stocks) 12.73% [technology brands](/list/technology-brands) 10% [countries](/list/countries) 9.09% [exchanges](/list/exchanges) 5.45% [automotive brands](/list/automotive-brands) 2.73% [currencies](/list/currencies) 1.82% [financial services](/list/financial-services) 0.91% **Social topic influence** [ai](/topic/ai) 15.45%, [in the](/topic/in-the) 14.55%, [bitcoin](/topic/bitcoin) 11.82%, [money](/topic/money) 7.27%, [china](/topic/china) 5.45%, [crypto](/topic/crypto) 4.55%, [coinbase](/topic/coinbase) #2760, [$6070k](/topic/$6070k) #1, [kalshi](/topic/kalshi) 4.55%, [we are](/topic/we-are) 4.55% **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@unusualwhales](/creator/undefined) [@kalshi](/creator/undefined) [@amdakapa](/creator/undefined) [@ashcrypto](/creator/undefined) [@watcherguru](/creator/undefined) [@charliebilello](/creator/undefined) [@jessecoheninv](/creator/undefined) [@cointelegraph](/creator/undefined) [@truflation](/creator/undefined) [@andrewbond72907](/creator/undefined) [@aincomeinvestor](/creator/undefined) [@brewmarkets](/creator/undefined) [@amitisinvesting](/creator/undefined) [@stackhodler](/creator/undefined) [@bitcoinmagazine](/creator/undefined) [@kalshitrade](/creator/undefined) [@stevehanke](/creator/undefined) [@apompliano](/creator/undefined) [@qcompounding](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [iShares BTC Trust (IBIT)](/topic/$ibit) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Shopify Inc (SHOP)](/topic/$shop) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Mario Coin (COIN)](/topic/$coin) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) ### Top Social Posts Top posts by engagements in the last [--] hours "Xi and China understand that they can meaningfully contribute to the breakdown of the global monetary order (which the US is the leader in). By selling US treasuries and buying gold in mass quantities they can effectively shift prices in both markets creating a momentum trade in their favor. https://twitter.com/i/web/status/2016890720062263492 https://twitter.com/i/web/status/2016890720062263492" [X Link](https://x.com/LongViewPort/status/2016890720062263492) 2026-01-29T15:06Z [---] followers, [---] engagements "This kind of rhetoric downplaying risks has potentially dangerous implications. A zero-sum game with a house taking fees (sounds like a casino to me). The average trader necessarily is losing money its basic math. BREAKING: Polymarket traders down 0% amidst crypto crash. BREAKING: Polymarket traders down 0% amidst crypto crash" [X Link](https://x.com/anyuser/status/2019446157454287045) 2026-02-05T16:20Z [---] followers, [--] engagements "$IBB The biotech sector has not been getting nearly enough love or mainstream attention lately. In July [----] I added $IBB to TLVP at 1% of the portfolio (cost basis $127). -- +36% Thesis: The AI hype was real in the summer. The obvious beneficiaries like semiconductors energy and software already had high valuations. I tried to think "What area of the market will certainly benefit from AI without being fully priced in yet" Biotech stood out. $IBB gives wide exposure (250+ holdings) low expense ratio (0.5%) and was well below [----] highs when I bought Nobody was really talking about how AI" [X Link](https://x.com/anyuser/status/2019447260946280938) 2026-02-05T16:25Z [---] followers, [---] engagements "Anybody else jump on this opportunity for extra sats on Coinbase The game was simple: get five correct picks related to the big game on their new prediction markets split $1 million in BTC. Minimum $5 bets no limit on odds. But it showed the number of entrants in the contest. Right before game time I see on my phone that there were [-----] entrants. If every one of those entrants won that's almost $30 in BTC. I took ten $5 bets all above 90%. [--] of the [--] hit. Just according to plan I lost only $5 on the bets which made me a 'winner' in the contest. Roughly [-----] people won. I got $89 or 130000" [X Link](https://x.com/LongViewPort/status/2021588785348428086) 2026-02-11T14:15Z [---] followers, [--] engagements "@KalshiTrade The only real competitor to the US on the global stage is China which has enforced strict bans on crypto. So yes the US is the crypto capital by a substantial margin" [X Link](https://x.com/LongViewPort/status/2021939159418708430) 2026-02-12T13:27Z [---] followers, [---] engagements "WSJ: [--] in [--] Americans have tried a GLP-1. I just heard that and am utterly shocked. Other peptides seem to be on the rise too in mainstream circles. Is now the time to get in on tickers like $LLY and $NVO Thoughts" [X Link](https://x.com/LongViewPort/status/2016932290530619798) 2026-01-29T17:51Z [---] followers, [----] engagements "Silver corrected hard after the parabolic run down 25% from the January highs now hovering around $78. Gold also slipped 7.5%. Is now the time to get in after the pullback My current setup has no precious metals but I am considering opening a position at these prices. Curious what others are thinking on silver gold as well as copper here. #Gold #Silver" [X Link](https://x.com/LongViewPort/status/2018362705791619545) 2026-02-02T16:35Z [---] followers, [---] engagements "@steve_hanke Nobody is responsible for the EU economic downturn aside from themselves. Leaders like Trump and Modi are doing what is best for their nations" [X Link](https://x.com/LongViewPort/status/2018376935512985984) 2026-02-02T17:32Z [---] followers, [---] engagements "This is a clear signal to me that smart money was waiting for these levels to go long. The bottom feels in or close. Whales are buying Bitcoin for the long-term. https://t.co/eBcmZnzCqU Whales are buying Bitcoin for the long-term. https://t.co/eBcmZnzCqU" [X Link](https://x.com/LongViewPort/status/2018401661316731128) 2026-02-02T19:10Z [---] followers, [--] engagements "YTD snapshot: 📊 My portfolio +3.3% vs. S&P [---] +2% vs. Total U.S. Market +2.12% vs. Intl +4.95% Int'l Semiconductor and Biotech have kept TLVP above the S&P [---] benchmark YTD despite Bitcoin holdings taking a hit. How is your portfolio doing Drop it if you want. Full weights on if curious. http://tlvp.org http://tlvp.org" [X Link](https://x.com/LongViewPort/status/2018710819262079472) 2026-02-03T15:38Z [---] followers, [--] engagements "Most bad trades feel urgent in the moment. The good decisions rarely do" [X Link](https://x.com/anyuser/status/2019055189508882446) 2026-02-04T14:27Z [---] followers, [--] engagements "@charliebilello Just like the previous [--] times BTC will recover. Buying in the $60-70k range will seem so obvious in [--] months" [X Link](https://x.com/LongViewPort/status/2019799008349171765) 2026-02-06T15:43Z [---] followers, [---] engagements "@AshCrypto Not until market structure is passed. We need CLARITY" [X Link](https://x.com/LongViewPort/status/2019802956959306022) 2026-02-06T15:58Z [---] followers, [---] engagements "@JesseCohenInv This is the natural progression of our species. AI will eliminate many jobs but create many more in the process just as the refrigerator eliminated the milkman but created a whole new industry" [X Link](https://x.com/LongViewPort/status/2019807323662037479) 2026-02-06T16:16Z [---] followers, [----] engagements "RT @APompliano: Truth" [X Link](https://x.com/LongViewPort/status/2019807900357816756) 2026-02-06T16:18Z [---] followers, [---] engagements "RT @QCompounding: The art of investment is the discipline of inaction in the absence of a good opportunity but aggressive action when one" [X Link](https://x.com/LongViewPort/status/2020532753595334737) 2026-02-08T16:18Z [---] followers, [--] engagements "@KobeissiLetter Tether created one of the best business models in modern history. Now theyve created a fortress balance sheet that secures their spot in the stable coin race" [X Link](https://x.com/LongViewPort/status/2020900318238662712) 2026-02-09T16:39Z [---] followers, [---] engagements "@cryptorover This chart tells me that the bear market beginning in October was caused in large part by OG whales dumping huge amounts of BTC" [X Link](https://x.com/LongViewPort/status/2021000461504086518) 2026-02-09T23:17Z [---] followers, [--] engagements "@unusual_whales Prices have no top because the dollar has no bottom. Nobody owns enough hard assets" [X Link](https://x.com/LongViewPort/status/2021223752684482620) 2026-02-10T14:04Z [---] followers, [---] engagements "@Hedgeye In the near future multi billion dollar businesses will be ran by a single individual with a hive of AI agents as employees. In the not so distant future AI agents will operate trillion dollar companies entirely on their own" [X Link](https://x.com/LongViewPort/status/2021224469390377094) 2026-02-10T14:07Z [---] followers, [--] engagements "@Kalshi People need to stop being doomsday preppers because of AI and start thinking of how much it will improve the world. A parabolic move in productivity unprecedented by even the industrial revolution is coming" [X Link](https://x.com/LongViewPort/status/2021307217333350789) 2026-02-10T19:36Z [---] followers, [---] engagements "@Cointelegraph Perhaps counterintuitively this is exactly what you want to see for forming a bottom. Whales holding [----] BTC have been aggressively buying in the $60-70k range. While sentiment is low the smart money stacks and the average investor sells out of fear" [X Link](https://x.com/LongViewPort/status/2021309933182971940) 2026-02-10T19:46Z [---] followers, [---] engagements "@Mrcryptoxwhale This will go down as one of the most pivotal moves in the history of money if it happens. Do you want the US to stack Bitcoin" [X Link](https://x.com/LongViewPort/status/2021312472142032974) 2026-02-10T19:57Z [---] followers, [---] engagements "@AmdakaPa @Kalshi By massively increasing productivity thus infreasing abundance" [X Link](https://x.com/LongViewPort/status/2021353553122808042) 2026-02-10T22:40Z [---] followers, [--] engagements "@AmdakaPa @Kalshi Explain your opinion then" [X Link](https://x.com/LongViewPort/status/2021354369594319009) 2026-02-10T22:43Z [---] followers, [--] engagements "@tedfrank Thats because prediction markets were created as gambling platforms. Public policy is a nice way to disguise this new casino" [X Link](https://x.com/LongViewPort/status/2021356493849886792) 2026-02-10T22:51Z [---] followers, [---] engagements "@Kalshi Slowly then all at once. Every financial institution is transitioning on-chain; the last to do so will go extinct" [X Link](https://x.com/LongViewPort/status/2021572050100298017) 2026-02-11T13:08Z [---] followers, [---] engagements "@WatcherGuru The name of the game in the finance industry is currently "Adapt or Die." Even the hardcore anti-crypto legacy companies like Vanguard changed their tune in [----] to allow their clients to buy crypto" [X Link](https://x.com/LongViewPort/status/2021575755797291510) 2026-02-11T13:23Z [---] followers, [---] engagements "This is not at all accurate. Every bet has three players Yes player No player and the house (Kalshi/Polymarket) which charge fees and can never lose. This is the equivalent of saying poker in a casino is just a game against other players when the house takes rake on every hand. https://twitter.com/i/web/status/2021610796438929531 https://twitter.com/i/web/status/2021610796438929531" [X Link](https://x.com/LongViewPort/status/2021610796438929531) 2026-02-11T15:42Z [---] followers, [--] engagements "@KobeissiLetter The more interesting story is how it is changing capex. The mag-7 will probably spend $500 billion this year on AI infrastructure. The race is on" [X Link](https://x.com/LongViewPort/status/2021930940436471930) 2026-02-12T12:54Z [---] followers, [--] engagements "@AshCrypto First financial institutions allow ETFs to keep clients happy. But soon they will demand spot trading as more consider self-custody. Every brokerage will offer 24/7 spot crypto trading in the next couple of years" [X Link](https://x.com/LongViewPort/status/2021933642352611773) 2026-02-12T13:05Z [---] followers, [--] engagements "@JesseCohenInv Amazon is a much easier business for the average person to. People like to invest in companies they use and a business model they understand" [X Link](https://x.com/LongViewPort/status/2021937357214114046) 2026-02-12T13:20Z [---] followers, [---] engagements "@Cointelegraph He is definitely right about the first part; institutions and whales are stacking in the $60-70k range. However it is definitely true that algorithmic trading of $IBIT from HF's can cause a spiral of selling" [X Link](https://x.com/LongViewPort/status/2022286694423077168) 2026-02-13T12:28Z [---] followers, [---] engagements "@stats_feed The Milky Way contains at least [---] billion planets which is just one of 2+ TRILLION galaxies. If you don't think there's a good chance there are aliens out there you need to loosen up a bit Think freely" [X Link](https://x.com/LongViewPort/status/2022289076821360763) 2026-02-13T12:37Z [---] followers, [--] engagements "@unusual_whales It is not even the case that AI can take over these jobs right away. The issue at hand is that firms don't want to hire. They see the rapid pace of AI advancement so why would they hire someone whose profession may not exist in three years" [X Link](https://x.com/LongViewPort/status/2022289486579679470) 2026-02-13T12:39Z [---] followers, [---] engagements "@truflation The BLS will not catch up and can't without significant change. They use a basket of goods created over [---] years ago and use old data which naturally leaves them 12-18 months behind on average" [X Link](https://x.com/LongViewPort/status/2022294009138250053) 2026-02-13T12:57Z [---] followers, [----] engagements "@CoinMarketCap Bitcoin mining is at an interesting inflection point. Miners have the option to transition the infrastructure they already invested in from BTC to AI. I think the miners who go all in on AI will regret it in just a couple of years as Bitcoin prices rise" [X Link](https://x.com/LongViewPort/status/2022295920587461070) 2026-02-13T13:04Z [---] followers, [---] engagements "@zerohedge Trade trends such as the new "AI scare trade" are becoming shorter and shorter. Within a few weeks most stocks will recover though some ultimately will be eaten by AI" [X Link](https://x.com/LongViewPort/status/2022296738736791838) 2026-02-13T13:08Z [---] followers, [---] engagements "@AndrewBond72907 @truflation Yes with spending data from a year and a half ago. Why do you think the fed is always late" [X Link](https://x.com/LongViewPort/status/2022317837436506387) 2026-02-13T14:31Z [---] followers, [--] engagements "I've seen this chart thrown around a lot recently; most people DO NOT understand the significance. Global power generation is one of the key markers for determining a global hierarchy. Since the 2000's China has been absolutely crushing every competitor. And they're not slowing down. It is estimated that in [----] two new coal power plants opened every week in China. Yet only 57% of their energy comes from coal. China is lapping the rest of the developed world in solar. In [----] it was less than 1% of their total power; now it is over 8% an unprecedented increase. They now get 34% of their" [X Link](https://x.com/anyuser/status/2018723209026097238) 2026-02-03T16:28Z [---] followers, [--] engagements "$ARKK I bought this fund in July [----] at $71. The thesis was that AI would bring huge innovations to tech and that we were only at the beginning of a big cycle. Top holdings include $COIN $TSLA $SHOP $PLTR $CRSP and $AMD. To me the fund allocations had plenty of room for growth. The expense ratio is high 0.75% but it is actively managed and holds [--] companies. I was fine with this cost for the benefit of diversification throughout multiple industries which could be transformed by AI. I made the ETF 1% of my total portfolio. For a while that belief looked smart up over 20% in short order. It" [X Link](https://x.com/anyuser/status/2019085362103017635) 2026-02-04T16:27Z [---] followers, [---] engagements "Just as I had predicted Silver's parabolic run necessarily had to come to an end. In fact it has almost played out the "Wall St. Cheat Sheet" to a tee. Looking at the 1-year chart silver reached a clear euphoric peak followed by a relief rally or "complacency." Right now we are reaching the anxiety phase. The 1-month chart looks like plenty of room to continue falling after the failed rally. I predict that prices ultimately settle in the $40-60-per-ounce range when it's all said and done but what do I know😉 Confidence always peaks at market highs. That is what I am seeing in metals. An asset" [X Link](https://x.com/anyuser/status/2019790238999081417) 2026-02-06T15:08Z [---] followers, [--] engagements "Interesting note on biotech through this week's volatility: $IBB is moving with tech dipping during the software selloff before rallying nearly 3% on Friday. Biotech products are generally hardware-based. Their technology is the moat preventing competition that software simply does not have as AI coding advances. A theme I'm watching closely right now is: "What is very hard to replicate" I believe biotech fits into that category and has plenty more room for growth. What do you think $IBB The biotech sector has not been getting nearly enough love or mainstream attention lately. In July [----] I" [X Link](https://x.com/anyuser/status/2020248619048202544) 2026-02-07T21:29Z [---] followers, [--] engagements "Multiple bottom signals flashing for $BTC in my opinion. At $60k we reached the point where the average buyer of both spot and IBIT were in the red. This has historically marked the major bottoms. Also in the $60-70k range whales (owns 100+ bitcoin) flipped from huge sellers to massive buyers. Hedge funds a great look at the smart money are also piling in below and near $70k. Could we go lower Certainly. But here is what I see as most likely: Retest higher levels $85 $90k which probably fail the first try. We stay in sideways price action between $70-90k for a few week to months. In this" [X Link](https://x.com/anyuser/status/2020535498461094062) 2026-02-08T16:29Z [---] followers, [--] engagements "Tired of your investment platform promoting gambling Me too. Heres how to turn it off on Coinbase. Account & Settings - Personal Info - Scroll right to close account tab - Close derivatives account" [X Link](https://x.com/anyuser/status/2020622045688598826) 2026-02-08T22:13Z [---] followers, [--] engagements "$SOXX was arguably the easiest play of the entire AI cycle. Semiconductor demand exploded supply chain bottlenecks eased pricing power returned and the ETF rode it all with zero single-stock risk. I bought it in the Summer at $235. Now +47% and still holding. Was there a more obvious AI winner in hindsight Curious what others think. #investing https://twitter.com/i/web/status/2020847915481051487 https://twitter.com/i/web/status/2020847915481051487" [X Link](https://x.com/LongViewPort/status/2020847915481051487) 2026-02-09T13:11Z [---] followers, [---] engagements "This is shocking. The average investor: +3.5% per year. HYSA accounts and government debt offer greater returns. Why People like to pick stocks" [X Link](https://x.com/anyuser/status/2021196198015619143) 2026-02-10T12:15Z [---] followers, [--] engagements "Metals are rallying this morning. BTC is down 2.7% to $66930. I continue to believe the $60-70k range is a great buying opportunity. The risk-to-reward for Bitcoin is simply too good at these prices. Gold and silver on the other hand could swing wildly in either direction. I'm staying away for now. https://twitter.com/i/web/status/2021575239054905463 https://twitter.com/i/web/status/2021575239054905463" [X Link](https://x.com/LongViewPort/status/2021575239054905463) 2026-02-11T13:21Z [---] followers, [--] engagements "We have reached the turning point. Larry Page of Google recently said he is "willing to go bankrupt rather than lose this race." In [----] Alphabet's capital expenditures will be $175+ billion. There are only two outcomes: 1.) All of these firms remain global leaders and this capex sets them up for decades of future success. 2.) The AI hype is way overblown and we look back on this spending and wonder where they went wrong. Option one seems far more likely to me. What do you think" [X Link](https://x.com/anyuser/status/2021926210410852414) 2026-02-12T12:35Z [---] followers, [--] engagements "HFs are betting that software products are easily replaceable with AI. Investors should be asking two questions: 1.) What industry is very difficult to enter 2.) What product/service is very difficult to replicate "Hedge funds made $24 billion shorting software stocks so far in [----] and they are increasing the bet" per CNBC "Hedge funds made $24 billion shorting software stocks so far in [----] and they are increasing the bet" per CNBC" [X Link](https://x.com/LongViewPort/status/2022000911628030057) 2026-02-12T17:32Z [---] followers, [--] engagements "Want to know why the average investor returns just 3% per year Look no further than this chart. The market is majority speculators not investors" [X Link](https://x.com/LongViewPort/status/2022290982968996333) 2026-02-13T12:45Z [---] followers, [--] engagements "X has undoubtedly become the place to be in the world of finance and investing" [X Link](https://x.com/LongViewPort/status/2022721743702446212) 2026-02-14T17:16Z [---] followers, [--] engagements "Coinbase rolled out prediction markets. Does anyone else not like the idea of combining true investment accounts with gambling products" [X Link](https://x.com/LongViewPort/status/2015524374787285346) 2026-01-25T20:37Z [--] followers, [---] engagements "Once again asset owners win and savers lose. THE FED IS PREPARING TO SELL U.S. DOLLARS AND BUY JAPANESE YEN FOR THE FIRST TIME THIS CENTURY. The New York Fed has already done rate checks which is the exact step taken before real currency intervention. That means the U.S. is preparing to sell dollars and buy yen. This https://t.co/7xFReOFoDo THE FED IS PREPARING TO SELL U.S. DOLLARS AND BUY JAPANESE YEN FOR THE FIRST TIME THIS CENTURY. The New York Fed has already done rate checks which is the exact step taken before real currency intervention. That means the U.S. is preparing to sell dollars" [X Link](https://x.com/LongViewPort/status/2015528310411821191) 2026-01-25T20:52Z [--] followers, [--] engagements "Quick YTD snapshot: 📊 My portfolio +2.96% vs. S&P [---] +1.10% vs. Total U.S. Market +1.55% vs. MSCI ACWI ex USA +4.58% vs. U.S. Agg Bonds +0.08% The aggressive equities sleeve is holding up well in early chop. Semis are contributing meaningfully. If you're interested in the exact weights/holdings breakdown I put it up on the site here: Your YTD Beating the market or in the red #FinTwit http://tlvp.org http://tlvp.org" [X Link](https://x.com/LongViewPort/status/2015576091918770394) 2026-01-26T00:02Z [--] followers, [--] engagements "@aincomeinvestor You answered your own question cash grab. The expense ratio is basically free money" [X Link](https://x.com/LongViewPort/status/2015579181187240114) 2026-01-26T00:14Z [---] followers, [--] engagements "@aincomeinvestor Until people stop investing in them they will keep making more. Where I draw the line is the new generation of leveraged and memcoin ETFs" [X Link](https://x.com/LongViewPort/status/2015579922371100825) 2026-01-26T00:17Z [--] followers, [--] engagements "RT @brewmarkets:" [X Link](https://x.com/LongViewPort/status/2015584608360780280) 2026-01-26T00:36Z [--] followers, [---] engagements "Wake up The dollar era is ending. https://t.co/m5xRfyG3PJ The dollar era is ending. https://t.co/m5xRfyG3PJ" [X Link](https://x.com/LongViewPort/status/2015812729433395394) 2026-01-26T15:43Z [--] followers, [--] engagements "@amitisinvesting I got out of my huge $APPL position at $270. Watching it ride to $285 was rough but now were back at $250. Why did I sell Ask yourself when was the last time Apple made a new great product" [X Link](https://x.com/LongViewPort/status/2015820718634578188) 2026-01-26T16:14Z [--] followers, [----] engagements "Investing is about buying GREAT COMPANIES not narratives. When a company is no longer great its time to rebalance. @amitisinvesting I got out of my huge $APPL position at $270. Watching it ride to $285 was rough but now were back at $250. Why did I sell Ask yourself when was the last time Apple made a new great product @amitisinvesting I got out of my huge $APPL position at $270. Watching it ride to $285 was rough but now were back at $250. Why did I sell Ask yourself when was the last time Apple made a new great product" [X Link](https://x.com/LongViewPort/status/2015841825219592381) 2026-01-26T17:38Z [--] followers, [--] engagements "@RayDalio This is the best articulation of what is happening in the US I have come across fantastic read. Knowing what stage we are in is critical to positioning your portfolio. Global diversification in many asset classes is the best hedge" [X Link](https://x.com/LongViewPort/status/2015884772027875670) 2026-01-26T20:29Z [--] followers, [----] engagements "This is the clearest articulation Ive seen of where the U.S. is right now. We are moving from stage [--] to [--]. Knowing which part of the cycle youre in matters. Global diversification across asset classes is the best hedge. https://t.co/Q2g2Rr30N9 https://t.co/Q2g2Rr30N9" [X Link](https://x.com/LongViewPort/status/2015887595729784878) 2026-01-26T20:40Z [--] followers, [--] engagements "@KobeissiLetter Funds are exiting software because of advancements in AI coding. The biggest theme of the AI rally will be: What product or service is very difficult to replace" [X Link](https://x.com/LongViewPort/status/2016176278009770389) 2026-01-27T15:47Z [--] followers, [---] engagements "A reminder this morning: Most bad trades are NOT bad ideas; they are emotional timing. Silver ripped above $115. Everyone felt late. A lot of people chased it. Price corrected. That is why I try to avoid making decisions in the middle of excitement and certainly not in euphoria. If I missed it I missed it. Staying disciplined matters more than catching every move" [X Link](https://x.com/LongViewPort/status/2016179275678748778) 2026-01-27T15:59Z [--] followers, [--] engagements "@stackhodler Diversification away from USD is crucial but the franc offers no real advantage. Another fiat currency sure with low inflation but the reason it's performing well right now is that people are selling the dollar and moving into other currencies" [X Link](https://x.com/LongViewPort/status/2016180882093056072) 2026-01-27T16:05Z [--] followers, [---] engagements "@WatcherGuru If AI increases productivity exponentially and we are on the cusp of that parabolic run the real economic impact will be deflationary" [X Link](https://x.com/LongViewPort/status/2016181588153737674) 2026-01-27T16:08Z [--] followers, [---] engagements "If something only works when conditions are perfect it isnt a strategy. Real portfolios are built for uncertainty" [X Link](https://x.com/LongViewPort/status/2016257404736774191) 2026-01-27T21:10Z [--] followers, [--] engagements "@charliebilello Dips are the ultimate gift to the disciplined long-horizon investor" [X Link](https://x.com/LongViewPort/status/2016261453859246338) 2026-01-27T21:26Z [--] followers, [---] engagements "The hardest part of investing isnt being smart. Its staying calm when everyone else isnt" [X Link](https://x.com/LongViewPort/status/2016520265832759629) 2026-01-28T14:34Z [--] followers, [--] engagements "@stackhodler This is not a perfect comparison but I understand the point. In Germany hyperinflation made the currency worthless sending gold prices soaring. But gold is a global asset priced in all currencies at all times" [X Link](https://x.com/LongViewPort/status/2016530492703609114) 2026-01-28T15:15Z [--] followers, [---] engagements "@PeterMallouk Of course it is because you are missing some of the market's best days which account for much of an investor's total gains. Missing just the [--] best days per year over [--] years will erase half your returns" [X Link](https://x.com/LongViewPort/status/2016662533571010981) 2026-01-28T23:59Z [--] followers, [---] engagements "@KobeissiLetter Nearly the entire market cap of Bitcoin in [--] minutes" [X Link](https://x.com/LongViewPort/status/2016663467738947937) 2026-01-29T00:03Z [--] followers, [---] engagements "Confidence always peaks at market highs. That is what I am seeing in metals. An asset or even an entire asset class in euphoria always corrects. Not to say metals cannot go a lot higher eventually but this current rally has them overpriced in my humble opinion. Thoughts" [X Link](https://x.com/anyuser/status/2016671956976664617) 2026-01-29T00:37Z [---] followers, [---] engagements "I know this graphic is overused but the metals rally post-GFC in [----] followed it to a tee" [X Link](https://x.com/LongViewPort/status/2016672138632089872) 2026-01-29T00:38Z [--] followers, [--] engagements "The more I simplify my setup - Coinbase for everyday use (USDC banking and BTC credit card) & Fidelity for brokerage - the less I have to think about daily noise. Cash earns while I sleep spending builds my Bitcoin stack no juggling five different apps. Whats one change youve made lately that simplified your financial life #Fintwit https://twitter.com/i/web/status/2016887959467773954 https://twitter.com/i/web/status/2016887959467773954" [X Link](https://x.com/LongViewPort/status/2016887959467773954) 2026-01-29T14:55Z [--] followers, [--] engagements "@AshCrypto All of the equities in Americans' 401(k)s will soon be on-chain assets anyway. With proper education and protections the risk is equivalent in stock picking to crypto picking" [X Link](https://x.com/LongViewPort/status/2016891340013838699) 2026-01-29T15:09Z [--] followers, [--] engagements "Watching predication markets for next fed chair will be very interesting. Expect open interest to rise drastically as speculators now have a guaranteed time frame for when they will be paid out. Money doesnt lie As we move closer to the official nomination odds will move as information leaks. https://twitter.com/i/web/status/2016930704160940446 https://twitter.com/i/web/status/2016930704160940446" [X Link](https://x.com/LongViewPort/status/2016930704160940446) 2026-01-29T17:45Z [--] followers, [---] engagements "@KobeissiLetter Assets that enter euphoria always come back to Earth. The Long View Portfolio never makes emotional buys and certainly not during market tops" [X Link](https://x.com/LongViewPort/status/2017265002365780422) 2026-01-30T15:53Z [---] followers, [---] engagements "@KobeissiLetter Multi-trillion-dollar swings in just a few hours' time frame are not normal by any means. Long-time holders were waiting to take profits at the $5k euphoria; a correction was imminent" [X Link](https://x.com/LongViewPort/status/2017268317350682711) 2026-01-30T16:07Z [--] followers, [---] engagements "@unusual_whales Currently the deficit is 5-6% of GDP. Cutting it in half would be extremely impactful but would only delay the inevitable American debt crisis" [X Link](https://x.com/LongViewPort/status/2017272354326340009) 2026-01-30T16:23Z [--] followers, [---] engagements "@chamath This chart will define the changing global power dynamics between nations. If the US doesn't make changes soon it will only get harder to catch up to China" [X Link](https://x.com/LongViewPort/status/2017276429281435838) 2026-01-30T16:39Z [---] followers, [---] engagements "@WatcherGuru When an assets price moves in a parabolic direction it is virtually guaranteed there will be a large correction. That said I still think they are a strong investment long term. If you want to get in on metals now is probably the time" [X Link](https://x.com/LongViewPort/status/2017310608723435708) 2026-01-30T18:55Z [--] followers, [---] engagements "Metals are so volatile right now that there is a waiting room to check the price on one of the largest commodity trackers. Euphoria was reached and we are now in complacency. https://www.apmex.com/silver-price https://www.apmex.com/silver-price" [X Link](https://x.com/LongViewPort/status/2017312781721055409) 2026-01-30T19:03Z [--] followers, [--] engagements "In just one day the precious metals market has lost the entire #Bitcoin market cap nearly [--] times over. A $7.5 TRILLION loss in less than [--] hours" [X Link](https://x.com/LongViewPort/status/2017314451607765099) 2026-01-30T19:10Z [--] followers, [--] engagements "My emotions based on #Bitcoin price action. 📈😃 📉😃 📈😃 📉😃 📈😃 📉😃 TLVP continues to buy the dip" [X Link](https://x.com/LongViewPort/status/2017998686534480010) 2026-02-01T16:29Z [---] followers, [--] engagements "@adamkhootrader Foreign investors have never had this much access to US markets which is causing the uptick. Other nations cant compare to US growth with forces their investors to American companies" [X Link](https://x.com/LongViewPort/status/2018000450604110331) 2026-02-01T16:36Z [---] followers, [---] engagements "@BRICSinfo Xi has been working toward this moment for years. At the exact moment dollar weakness enters the mainstream he says the quiet part out loud" [X Link](https://x.com/LongViewPort/status/2018002343518753242) 2026-02-01T16:43Z [---] followers, [---] engagements "Updated my exact portfolio weights going into February on the site today. If you're following along and want to see the full breakdown (or compare to your own) check it out here: Still early in the year tracking as always. Not advice. Open to thoughts as always. http://tlvp.org http://tlvp.org http://tlvp.org http://tlvp.org" [X Link](https://x.com/LongViewPort/status/2018042922927607858) 2026-02-01T19:25Z [---] followers, [--] engagements "With Bitcoin's recent price action the total allocation in TLVP fell from 17.19% in January to 15.75% in February despite small buys. Bear markets like this are where long-horizon investors are tested. I will continue adding to my BTC position incrementally as the price falls. Follow for updates. #Bitcoin #investing Updated my exact portfolio weights going into February on the site today. If you're following along and want to see the full breakdown (or compare to your own) check it out here: https://t.co/8zpa2vpnvC Still early in the year tracking as always. Not advice. Open to thoughts" [X Link](https://x.com/LongViewPort/status/2018045251269669052) 2026-02-01T19:34Z [---] followers, [--] engagements "@KobeissiLetter Americas best businesses are becoming more trusted as a debtor than the government" [X Link](https://x.com/LongViewPort/status/2018366661347131805) 2026-02-02T16:51Z [---] followers, [--] engagements "@KobeissiLetter There has never been a time when the top [--] or so companies have been so dominant in earnings growth and projected future demand. Bubble fears are only valid when the fundamentals are totally disconnected which I don't see in this market" [X Link](https://x.com/LongViewPort/status/2018372918409879874) 2026-02-02T17:16Z [---] followers, [---] engagements "@MonMotMad @AndrewYang Labor is already shifting to those fields. I foresee a surplus of these kinds of workers in [--] years or so" [X Link](https://x.com/LongViewPort/status/2018419550971163011) 2026-02-02T20:21Z [---] followers, [---] engagements "@nateobrienn Any post that includes is instantly disregarded in my head as AI. Does any human actually talk/write like that The bright side is its easy to tell for now" [X Link](https://x.com/LongViewPort/status/2018428200896930272) 2026-02-02T20:55Z [---] followers, [----] engagements "@KobeissiLetter [----] will be the year of IPOs particularly in AI. SpaceX OpenAI and Anthropic are all rushing to be the first LLM to go public" [X Link](https://x.com/LongViewPort/status/2018445134443237841) 2026-02-02T22:03Z [---] followers, [---] engagements "@BitcoinMagazine This is the natural course for any fiat currency. When bank notes are backed by government debt rather than a hard asset and the central bank can print bank notes it will ultimately trend to zero in every scenario" [X Link](https://x.com/LongViewPort/status/2018724989600465047) 2026-02-03T16:35Z [---] followers, [--] engagements "@KobeissiLetter If SpaceX IPO's at [----] trillion (could easily be more with this merger) and Musk owns roughly 45% of the company his net worth would jump by over $550 billion" [X Link](https://x.com/LongViewPort/status/2018727284128227696) 2026-02-03T16:44Z [---] followers, [---] engagements "@BitcoinMagazine Despite EU regulators and central bankers trying to suppress bitcoin the free market will ultimately find safety in its scarcity and decentralized nature" [X Link](https://x.com/LongViewPort/status/2018727895372607987) 2026-02-03T16:46Z [---] followers, [--] engagements "@unusual_whales Diversification is key: Total market funds which include small and mid-cap commodities developed and emerging markets. Today is a great example MSCI ex USA is up 1.57% while the S&P [---] is down 0.84%" [X Link](https://x.com/LongViewPort/status/2019156253671583859) 2026-02-04T21:08Z [---] followers, [---] engagements "@brewmarkets $GOOGL posts a staggeringly quick move after the earnings call. $333 - $311 - $336 in just [--] minutes" [X Link](https://x.com/LongViewPort/status/2019158567803105561) 2026-02-04T21:18Z [---] followers, [----] engagements "@KobeissiLetter TLVP bought $VWO in July [----] - +14%. The thesis is essentially that emerging markets will see extreme growth because they can look at what worked for other nations and copy it much like China did" [X Link](https://x.com/LongViewPort/status/2019423882210603230) 2026-02-05T14:52Z [---] followers, [---] engagements "@imranesmail23 @KobeissiLetter Personally I prefer VWO as a USA-based investor. They certainly provide global diversification to a portfolio despite being priced in dollars" [X Link](https://x.com/LongViewPort/status/2019440266747183588) 2026-02-05T15:57Z [---] followers, [--] engagements "@Kalshi This is a perfect example of why the MAG [--] concentration risk is overhyped. I prefer to think of these massive firms as almost the MAG [--] or [--] because each owns multiple highly profitable businesses" [X Link](https://x.com/LongViewPort/status/2019441155478282249) 2026-02-05T16:01Z [---] followers, [----] engagements "@Barchart Price will naturally fall and reach an equilibrium but mostly for cheaper houses ($500K)" [X Link](https://x.com/LongViewPort/status/2019444102341812277) 2026-02-05T16:12Z [---] followers, [---] engagements "Implying that polymarket traders on average do not lose money is a ridiculous thing to say. You are playing a zero-sum game and there is also a third player in every bet (the house) that can never lose. It almost sounds like. Gambling Yes because that is exactly what it is. https://twitter.com/i/web/status/2019444860315373607 https://twitter.com/i/web/status/2019444860315373607" [X Link](https://x.com/LongViewPort/status/2019444860315373607) 2026-02-05T16:15Z [---] followers, [---] engagements "@pubity As someone who has never coded and has been experimenting with Claude code and Google Antigravity I concur. I'm able to build websites and apps through English language prompts and these models have only been around for a few months" [X Link](https://x.com/LongViewPort/status/2019800035710374389) 2026-02-06T15:47Z [---] followers, [---] engagements "@unusual_whales China does not want a company like Circle or Tether to make the digital Yuan. Rather they want full state control for maximum surveillance" [X Link](https://x.com/LongViewPort/status/2019800291718099394) 2026-02-06T15:48Z [---] followers, [--] engagements "Want to know more about my trades and portfolio strategy See all my exact holdings -- http://tlvp.org http://tlvp.org" [X Link](https://x.com/LongViewPort/status/2019851782961381688) 2026-02-06T19:12Z [---] followers, [--] engagements "@Leo_Traydes Fidelity is a far superior platform for long-term investors. The gamification of Robinhood Coinbase and others is atrocious" [X Link](https://x.com/LongViewPort/status/2019861900507644173) 2026-02-06T19:52Z [---] followers, [--] engagements "@dotkrueger The true global superpowers aside from Russia all have a debt problem. This is why the Yuan cannot survive as the global reserve currency. All roads lead to #Bitcoin" [X Link](https://x.com/LongViewPort/status/2020531727588864346) 2026-02-08T16:14Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LongViewPort The Long View Portfolio
The Long View Portfolio posts on X about ai, in the, bitcoin, money the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -98%
- [--] Month [-------] +38,603%
Mentions: [--] #
- [--] Week [--] -2.20%
- [--] Month [---] +494%
Followers: [---] #
- [--] Week [---] +1.90%
- [--] Month [---] +63%
CreatorRank: [---------] #
Social Influence
Social category influence finance 50.91% cryptocurrencies 17.27% stocks 12.73% technology brands 10% countries 9.09% exchanges 5.45% automotive brands 2.73% currencies 1.82% financial services 0.91%
Social topic influence ai 15.45%, in the 14.55%, bitcoin 11.82%, money 7.27%, china 5.45%, crypto 4.55%, coinbase #2760, $6070k #1, kalshi 4.55%, we are 4.55%
Top accounts mentioned or mentioned by @kobeissiletter @unusualwhales @kalshi @amdakapa @ashcrypto @watcherguru @charliebilello @jessecoheninv @cointelegraph @truflation @andrewbond72907 @aincomeinvestor @brewmarkets @amitisinvesting @stackhodler @bitcoinmagazine @kalshitrade @stevehanke @apompliano @qcompounding
Top assets mentioned Bitcoin (BTC) Coinbase Global Inc. (COIN) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) iShares BTC Trust (IBIT) ARK Innovation ETF (ARKK) Shopify Inc (SHOP) Palantir Technologies Inc. (PLTR) CRISPR Therapeutics AG (CRSP) Mario Coin (COIN) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD)
Top Social Posts
Top posts by engagements in the last [--] hours
"Xi and China understand that they can meaningfully contribute to the breakdown of the global monetary order (which the US is the leader in). By selling US treasuries and buying gold in mass quantities they can effectively shift prices in both markets creating a momentum trade in their favor. https://twitter.com/i/web/status/2016890720062263492 https://twitter.com/i/web/status/2016890720062263492"
X Link 2026-01-29T15:06Z [---] followers, [---] engagements
"This kind of rhetoric downplaying risks has potentially dangerous implications. A zero-sum game with a house taking fees (sounds like a casino to me). The average trader necessarily is losing money its basic math. BREAKING: Polymarket traders down 0% amidst crypto crash. BREAKING: Polymarket traders down 0% amidst crypto crash"
X Link 2026-02-05T16:20Z [---] followers, [--] engagements
"$IBB The biotech sector has not been getting nearly enough love or mainstream attention lately. In July [----] I added $IBB to TLVP at 1% of the portfolio (cost basis $127). -- +36% Thesis: The AI hype was real in the summer. The obvious beneficiaries like semiconductors energy and software already had high valuations. I tried to think "What area of the market will certainly benefit from AI without being fully priced in yet" Biotech stood out. $IBB gives wide exposure (250+ holdings) low expense ratio (0.5%) and was well below [----] highs when I bought Nobody was really talking about how AI"
X Link 2026-02-05T16:25Z [---] followers, [---] engagements
"Anybody else jump on this opportunity for extra sats on Coinbase The game was simple: get five correct picks related to the big game on their new prediction markets split $1 million in BTC. Minimum $5 bets no limit on odds. But it showed the number of entrants in the contest. Right before game time I see on my phone that there were [-----] entrants. If every one of those entrants won that's almost $30 in BTC. I took ten $5 bets all above 90%. [--] of the [--] hit. Just according to plan I lost only $5 on the bets which made me a 'winner' in the contest. Roughly [-----] people won. I got $89 or 130000"
X Link 2026-02-11T14:15Z [---] followers, [--] engagements
"@KalshiTrade The only real competitor to the US on the global stage is China which has enforced strict bans on crypto. So yes the US is the crypto capital by a substantial margin"
X Link 2026-02-12T13:27Z [---] followers, [---] engagements
"WSJ: [--] in [--] Americans have tried a GLP-1. I just heard that and am utterly shocked. Other peptides seem to be on the rise too in mainstream circles. Is now the time to get in on tickers like $LLY and $NVO Thoughts"
X Link 2026-01-29T17:51Z [---] followers, [----] engagements
"Silver corrected hard after the parabolic run down 25% from the January highs now hovering around $78. Gold also slipped 7.5%. Is now the time to get in after the pullback My current setup has no precious metals but I am considering opening a position at these prices. Curious what others are thinking on silver gold as well as copper here. #Gold #Silver"
X Link 2026-02-02T16:35Z [---] followers, [---] engagements
"@steve_hanke Nobody is responsible for the EU economic downturn aside from themselves. Leaders like Trump and Modi are doing what is best for their nations"
X Link 2026-02-02T17:32Z [---] followers, [---] engagements
"This is a clear signal to me that smart money was waiting for these levels to go long. The bottom feels in or close. Whales are buying Bitcoin for the long-term. https://t.co/eBcmZnzCqU Whales are buying Bitcoin for the long-term. https://t.co/eBcmZnzCqU"
X Link 2026-02-02T19:10Z [---] followers, [--] engagements
"YTD snapshot: 📊 My portfolio +3.3% vs. S&P [---] +2% vs. Total U.S. Market +2.12% vs. Intl +4.95% Int'l Semiconductor and Biotech have kept TLVP above the S&P [---] benchmark YTD despite Bitcoin holdings taking a hit. How is your portfolio doing Drop it if you want. Full weights on if curious. http://tlvp.org http://tlvp.org"
X Link 2026-02-03T15:38Z [---] followers, [--] engagements
"Most bad trades feel urgent in the moment. The good decisions rarely do"
X Link 2026-02-04T14:27Z [---] followers, [--] engagements
"@charliebilello Just like the previous [--] times BTC will recover. Buying in the $60-70k range will seem so obvious in [--] months"
X Link 2026-02-06T15:43Z [---] followers, [---] engagements
"@AshCrypto Not until market structure is passed. We need CLARITY"
X Link 2026-02-06T15:58Z [---] followers, [---] engagements
"@JesseCohenInv This is the natural progression of our species. AI will eliminate many jobs but create many more in the process just as the refrigerator eliminated the milkman but created a whole new industry"
X Link 2026-02-06T16:16Z [---] followers, [----] engagements
"RT @APompliano: Truth"
X Link 2026-02-06T16:18Z [---] followers, [---] engagements
"RT @QCompounding: The art of investment is the discipline of inaction in the absence of a good opportunity but aggressive action when one"
X Link 2026-02-08T16:18Z [---] followers, [--] engagements
"@KobeissiLetter Tether created one of the best business models in modern history. Now theyve created a fortress balance sheet that secures their spot in the stable coin race"
X Link 2026-02-09T16:39Z [---] followers, [---] engagements
"@cryptorover This chart tells me that the bear market beginning in October was caused in large part by OG whales dumping huge amounts of BTC"
X Link 2026-02-09T23:17Z [---] followers, [--] engagements
"@unusual_whales Prices have no top because the dollar has no bottom. Nobody owns enough hard assets"
X Link 2026-02-10T14:04Z [---] followers, [---] engagements
"@Hedgeye In the near future multi billion dollar businesses will be ran by a single individual with a hive of AI agents as employees. In the not so distant future AI agents will operate trillion dollar companies entirely on their own"
X Link 2026-02-10T14:07Z [---] followers, [--] engagements
"@Kalshi People need to stop being doomsday preppers because of AI and start thinking of how much it will improve the world. A parabolic move in productivity unprecedented by even the industrial revolution is coming"
X Link 2026-02-10T19:36Z [---] followers, [---] engagements
"@Cointelegraph Perhaps counterintuitively this is exactly what you want to see for forming a bottom. Whales holding [----] BTC have been aggressively buying in the $60-70k range. While sentiment is low the smart money stacks and the average investor sells out of fear"
X Link 2026-02-10T19:46Z [---] followers, [---] engagements
"@Mrcryptoxwhale This will go down as one of the most pivotal moves in the history of money if it happens. Do you want the US to stack Bitcoin"
X Link 2026-02-10T19:57Z [---] followers, [---] engagements
"@AmdakaPa @Kalshi By massively increasing productivity thus infreasing abundance"
X Link 2026-02-10T22:40Z [---] followers, [--] engagements
"@AmdakaPa @Kalshi Explain your opinion then"
X Link 2026-02-10T22:43Z [---] followers, [--] engagements
"@tedfrank Thats because prediction markets were created as gambling platforms. Public policy is a nice way to disguise this new casino"
X Link 2026-02-10T22:51Z [---] followers, [---] engagements
"@Kalshi Slowly then all at once. Every financial institution is transitioning on-chain; the last to do so will go extinct"
X Link 2026-02-11T13:08Z [---] followers, [---] engagements
"@WatcherGuru The name of the game in the finance industry is currently "Adapt or Die." Even the hardcore anti-crypto legacy companies like Vanguard changed their tune in [----] to allow their clients to buy crypto"
X Link 2026-02-11T13:23Z [---] followers, [---] engagements
"This is not at all accurate. Every bet has three players Yes player No player and the house (Kalshi/Polymarket) which charge fees and can never lose. This is the equivalent of saying poker in a casino is just a game against other players when the house takes rake on every hand. https://twitter.com/i/web/status/2021610796438929531 https://twitter.com/i/web/status/2021610796438929531"
X Link 2026-02-11T15:42Z [---] followers, [--] engagements
"@KobeissiLetter The more interesting story is how it is changing capex. The mag-7 will probably spend $500 billion this year on AI infrastructure. The race is on"
X Link 2026-02-12T12:54Z [---] followers, [--] engagements
"@AshCrypto First financial institutions allow ETFs to keep clients happy. But soon they will demand spot trading as more consider self-custody. Every brokerage will offer 24/7 spot crypto trading in the next couple of years"
X Link 2026-02-12T13:05Z [---] followers, [--] engagements
"@JesseCohenInv Amazon is a much easier business for the average person to. People like to invest in companies they use and a business model they understand"
X Link 2026-02-12T13:20Z [---] followers, [---] engagements
"@Cointelegraph He is definitely right about the first part; institutions and whales are stacking in the $60-70k range. However it is definitely true that algorithmic trading of $IBIT from HF's can cause a spiral of selling"
X Link 2026-02-13T12:28Z [---] followers, [---] engagements
"@stats_feed The Milky Way contains at least [---] billion planets which is just one of 2+ TRILLION galaxies. If you don't think there's a good chance there are aliens out there you need to loosen up a bit Think freely"
X Link 2026-02-13T12:37Z [---] followers, [--] engagements
"@unusual_whales It is not even the case that AI can take over these jobs right away. The issue at hand is that firms don't want to hire. They see the rapid pace of AI advancement so why would they hire someone whose profession may not exist in three years"
X Link 2026-02-13T12:39Z [---] followers, [---] engagements
"@truflation The BLS will not catch up and can't without significant change. They use a basket of goods created over [---] years ago and use old data which naturally leaves them 12-18 months behind on average"
X Link 2026-02-13T12:57Z [---] followers, [----] engagements
"@CoinMarketCap Bitcoin mining is at an interesting inflection point. Miners have the option to transition the infrastructure they already invested in from BTC to AI. I think the miners who go all in on AI will regret it in just a couple of years as Bitcoin prices rise"
X Link 2026-02-13T13:04Z [---] followers, [---] engagements
"@zerohedge Trade trends such as the new "AI scare trade" are becoming shorter and shorter. Within a few weeks most stocks will recover though some ultimately will be eaten by AI"
X Link 2026-02-13T13:08Z [---] followers, [---] engagements
"@AndrewBond72907 @truflation Yes with spending data from a year and a half ago. Why do you think the fed is always late"
X Link 2026-02-13T14:31Z [---] followers, [--] engagements
"I've seen this chart thrown around a lot recently; most people DO NOT understand the significance. Global power generation is one of the key markers for determining a global hierarchy. Since the 2000's China has been absolutely crushing every competitor. And they're not slowing down. It is estimated that in [----] two new coal power plants opened every week in China. Yet only 57% of their energy comes from coal. China is lapping the rest of the developed world in solar. In [----] it was less than 1% of their total power; now it is over 8% an unprecedented increase. They now get 34% of their"
X Link 2026-02-03T16:28Z [---] followers, [--] engagements
"$ARKK I bought this fund in July [----] at $71. The thesis was that AI would bring huge innovations to tech and that we were only at the beginning of a big cycle. Top holdings include $COIN $TSLA $SHOP $PLTR $CRSP and $AMD. To me the fund allocations had plenty of room for growth. The expense ratio is high 0.75% but it is actively managed and holds [--] companies. I was fine with this cost for the benefit of diversification throughout multiple industries which could be transformed by AI. I made the ETF 1% of my total portfolio. For a while that belief looked smart up over 20% in short order. It"
X Link 2026-02-04T16:27Z [---] followers, [---] engagements
"Just as I had predicted Silver's parabolic run necessarily had to come to an end. In fact it has almost played out the "Wall St. Cheat Sheet" to a tee. Looking at the 1-year chart silver reached a clear euphoric peak followed by a relief rally or "complacency." Right now we are reaching the anxiety phase. The 1-month chart looks like plenty of room to continue falling after the failed rally. I predict that prices ultimately settle in the $40-60-per-ounce range when it's all said and done but what do I know😉 Confidence always peaks at market highs. That is what I am seeing in metals. An asset"
X Link 2026-02-06T15:08Z [---] followers, [--] engagements
"Interesting note on biotech through this week's volatility: $IBB is moving with tech dipping during the software selloff before rallying nearly 3% on Friday. Biotech products are generally hardware-based. Their technology is the moat preventing competition that software simply does not have as AI coding advances. A theme I'm watching closely right now is: "What is very hard to replicate" I believe biotech fits into that category and has plenty more room for growth. What do you think $IBB The biotech sector has not been getting nearly enough love or mainstream attention lately. In July [----] I"
X Link 2026-02-07T21:29Z [---] followers, [--] engagements
"Multiple bottom signals flashing for $BTC in my opinion. At $60k we reached the point where the average buyer of both spot and IBIT were in the red. This has historically marked the major bottoms. Also in the $60-70k range whales (owns 100+ bitcoin) flipped from huge sellers to massive buyers. Hedge funds a great look at the smart money are also piling in below and near $70k. Could we go lower Certainly. But here is what I see as most likely: Retest higher levels $85 $90k which probably fail the first try. We stay in sideways price action between $70-90k for a few week to months. In this"
X Link 2026-02-08T16:29Z [---] followers, [--] engagements
"Tired of your investment platform promoting gambling Me too. Heres how to turn it off on Coinbase. Account & Settings - Personal Info - Scroll right to close account tab - Close derivatives account"
X Link 2026-02-08T22:13Z [---] followers, [--] engagements
"$SOXX was arguably the easiest play of the entire AI cycle. Semiconductor demand exploded supply chain bottlenecks eased pricing power returned and the ETF rode it all with zero single-stock risk. I bought it in the Summer at $235. Now +47% and still holding. Was there a more obvious AI winner in hindsight Curious what others think. #investing https://twitter.com/i/web/status/2020847915481051487 https://twitter.com/i/web/status/2020847915481051487"
X Link 2026-02-09T13:11Z [---] followers, [---] engagements
"This is shocking. The average investor: +3.5% per year. HYSA accounts and government debt offer greater returns. Why People like to pick stocks"
X Link 2026-02-10T12:15Z [---] followers, [--] engagements
"Metals are rallying this morning. BTC is down 2.7% to $66930. I continue to believe the $60-70k range is a great buying opportunity. The risk-to-reward for Bitcoin is simply too good at these prices. Gold and silver on the other hand could swing wildly in either direction. I'm staying away for now. https://twitter.com/i/web/status/2021575239054905463 https://twitter.com/i/web/status/2021575239054905463"
X Link 2026-02-11T13:21Z [---] followers, [--] engagements
"We have reached the turning point. Larry Page of Google recently said he is "willing to go bankrupt rather than lose this race." In [----] Alphabet's capital expenditures will be $175+ billion. There are only two outcomes: 1.) All of these firms remain global leaders and this capex sets them up for decades of future success. 2.) The AI hype is way overblown and we look back on this spending and wonder where they went wrong. Option one seems far more likely to me. What do you think"
X Link 2026-02-12T12:35Z [---] followers, [--] engagements
"HFs are betting that software products are easily replaceable with AI. Investors should be asking two questions: 1.) What industry is very difficult to enter 2.) What product/service is very difficult to replicate "Hedge funds made $24 billion shorting software stocks so far in [----] and they are increasing the bet" per CNBC "Hedge funds made $24 billion shorting software stocks so far in [----] and they are increasing the bet" per CNBC"
X Link 2026-02-12T17:32Z [---] followers, [--] engagements
"Want to know why the average investor returns just 3% per year Look no further than this chart. The market is majority speculators not investors"
X Link 2026-02-13T12:45Z [---] followers, [--] engagements
"X has undoubtedly become the place to be in the world of finance and investing"
X Link 2026-02-14T17:16Z [---] followers, [--] engagements
"Coinbase rolled out prediction markets. Does anyone else not like the idea of combining true investment accounts with gambling products"
X Link 2026-01-25T20:37Z [--] followers, [---] engagements
"Once again asset owners win and savers lose. THE FED IS PREPARING TO SELL U.S. DOLLARS AND BUY JAPANESE YEN FOR THE FIRST TIME THIS CENTURY. The New York Fed has already done rate checks which is the exact step taken before real currency intervention. That means the U.S. is preparing to sell dollars and buy yen. This https://t.co/7xFReOFoDo THE FED IS PREPARING TO SELL U.S. DOLLARS AND BUY JAPANESE YEN FOR THE FIRST TIME THIS CENTURY. The New York Fed has already done rate checks which is the exact step taken before real currency intervention. That means the U.S. is preparing to sell dollars"
X Link 2026-01-25T20:52Z [--] followers, [--] engagements
"Quick YTD snapshot: 📊 My portfolio +2.96% vs. S&P [---] +1.10% vs. Total U.S. Market +1.55% vs. MSCI ACWI ex USA +4.58% vs. U.S. Agg Bonds +0.08% The aggressive equities sleeve is holding up well in early chop. Semis are contributing meaningfully. If you're interested in the exact weights/holdings breakdown I put it up on the site here: Your YTD Beating the market or in the red #FinTwit http://tlvp.org http://tlvp.org"
X Link 2026-01-26T00:02Z [--] followers, [--] engagements
"@aincomeinvestor You answered your own question cash grab. The expense ratio is basically free money"
X Link 2026-01-26T00:14Z [---] followers, [--] engagements
"@aincomeinvestor Until people stop investing in them they will keep making more. Where I draw the line is the new generation of leveraged and memcoin ETFs"
X Link 2026-01-26T00:17Z [--] followers, [--] engagements
"RT @brewmarkets:"
X Link 2026-01-26T00:36Z [--] followers, [---] engagements
"Wake up The dollar era is ending. https://t.co/m5xRfyG3PJ The dollar era is ending. https://t.co/m5xRfyG3PJ"
X Link 2026-01-26T15:43Z [--] followers, [--] engagements
"@amitisinvesting I got out of my huge $APPL position at $270. Watching it ride to $285 was rough but now were back at $250. Why did I sell Ask yourself when was the last time Apple made a new great product"
X Link 2026-01-26T16:14Z [--] followers, [----] engagements
"Investing is about buying GREAT COMPANIES not narratives. When a company is no longer great its time to rebalance. @amitisinvesting I got out of my huge $APPL position at $270. Watching it ride to $285 was rough but now were back at $250. Why did I sell Ask yourself when was the last time Apple made a new great product @amitisinvesting I got out of my huge $APPL position at $270. Watching it ride to $285 was rough but now were back at $250. Why did I sell Ask yourself when was the last time Apple made a new great product"
X Link 2026-01-26T17:38Z [--] followers, [--] engagements
"@RayDalio This is the best articulation of what is happening in the US I have come across fantastic read. Knowing what stage we are in is critical to positioning your portfolio. Global diversification in many asset classes is the best hedge"
X Link 2026-01-26T20:29Z [--] followers, [----] engagements
"This is the clearest articulation Ive seen of where the U.S. is right now. We are moving from stage [--] to [--]. Knowing which part of the cycle youre in matters. Global diversification across asset classes is the best hedge. https://t.co/Q2g2Rr30N9 https://t.co/Q2g2Rr30N9"
X Link 2026-01-26T20:40Z [--] followers, [--] engagements
"@KobeissiLetter Funds are exiting software because of advancements in AI coding. The biggest theme of the AI rally will be: What product or service is very difficult to replace"
X Link 2026-01-27T15:47Z [--] followers, [---] engagements
"A reminder this morning: Most bad trades are NOT bad ideas; they are emotional timing. Silver ripped above $115. Everyone felt late. A lot of people chased it. Price corrected. That is why I try to avoid making decisions in the middle of excitement and certainly not in euphoria. If I missed it I missed it. Staying disciplined matters more than catching every move"
X Link 2026-01-27T15:59Z [--] followers, [--] engagements
"@stackhodler Diversification away from USD is crucial but the franc offers no real advantage. Another fiat currency sure with low inflation but the reason it's performing well right now is that people are selling the dollar and moving into other currencies"
X Link 2026-01-27T16:05Z [--] followers, [---] engagements
"@WatcherGuru If AI increases productivity exponentially and we are on the cusp of that parabolic run the real economic impact will be deflationary"
X Link 2026-01-27T16:08Z [--] followers, [---] engagements
"If something only works when conditions are perfect it isnt a strategy. Real portfolios are built for uncertainty"
X Link 2026-01-27T21:10Z [--] followers, [--] engagements
"@charliebilello Dips are the ultimate gift to the disciplined long-horizon investor"
X Link 2026-01-27T21:26Z [--] followers, [---] engagements
"The hardest part of investing isnt being smart. Its staying calm when everyone else isnt"
X Link 2026-01-28T14:34Z [--] followers, [--] engagements
"@stackhodler This is not a perfect comparison but I understand the point. In Germany hyperinflation made the currency worthless sending gold prices soaring. But gold is a global asset priced in all currencies at all times"
X Link 2026-01-28T15:15Z [--] followers, [---] engagements
"@PeterMallouk Of course it is because you are missing some of the market's best days which account for much of an investor's total gains. Missing just the [--] best days per year over [--] years will erase half your returns"
X Link 2026-01-28T23:59Z [--] followers, [---] engagements
"@KobeissiLetter Nearly the entire market cap of Bitcoin in [--] minutes"
X Link 2026-01-29T00:03Z [--] followers, [---] engagements
"Confidence always peaks at market highs. That is what I am seeing in metals. An asset or even an entire asset class in euphoria always corrects. Not to say metals cannot go a lot higher eventually but this current rally has them overpriced in my humble opinion. Thoughts"
X Link 2026-01-29T00:37Z [---] followers, [---] engagements
"I know this graphic is overused but the metals rally post-GFC in [----] followed it to a tee"
X Link 2026-01-29T00:38Z [--] followers, [--] engagements
"The more I simplify my setup - Coinbase for everyday use (USDC banking and BTC credit card) & Fidelity for brokerage - the less I have to think about daily noise. Cash earns while I sleep spending builds my Bitcoin stack no juggling five different apps. Whats one change youve made lately that simplified your financial life #Fintwit https://twitter.com/i/web/status/2016887959467773954 https://twitter.com/i/web/status/2016887959467773954"
X Link 2026-01-29T14:55Z [--] followers, [--] engagements
"@AshCrypto All of the equities in Americans' 401(k)s will soon be on-chain assets anyway. With proper education and protections the risk is equivalent in stock picking to crypto picking"
X Link 2026-01-29T15:09Z [--] followers, [--] engagements
"Watching predication markets for next fed chair will be very interesting. Expect open interest to rise drastically as speculators now have a guaranteed time frame for when they will be paid out. Money doesnt lie As we move closer to the official nomination odds will move as information leaks. https://twitter.com/i/web/status/2016930704160940446 https://twitter.com/i/web/status/2016930704160940446"
X Link 2026-01-29T17:45Z [--] followers, [---] engagements
"@KobeissiLetter Assets that enter euphoria always come back to Earth. The Long View Portfolio never makes emotional buys and certainly not during market tops"
X Link 2026-01-30T15:53Z [---] followers, [---] engagements
"@KobeissiLetter Multi-trillion-dollar swings in just a few hours' time frame are not normal by any means. Long-time holders were waiting to take profits at the $5k euphoria; a correction was imminent"
X Link 2026-01-30T16:07Z [--] followers, [---] engagements
"@unusual_whales Currently the deficit is 5-6% of GDP. Cutting it in half would be extremely impactful but would only delay the inevitable American debt crisis"
X Link 2026-01-30T16:23Z [--] followers, [---] engagements
"@chamath This chart will define the changing global power dynamics between nations. If the US doesn't make changes soon it will only get harder to catch up to China"
X Link 2026-01-30T16:39Z [---] followers, [---] engagements
"@WatcherGuru When an assets price moves in a parabolic direction it is virtually guaranteed there will be a large correction. That said I still think they are a strong investment long term. If you want to get in on metals now is probably the time"
X Link 2026-01-30T18:55Z [--] followers, [---] engagements
"Metals are so volatile right now that there is a waiting room to check the price on one of the largest commodity trackers. Euphoria was reached and we are now in complacency. https://www.apmex.com/silver-price https://www.apmex.com/silver-price"
X Link 2026-01-30T19:03Z [--] followers, [--] engagements
"In just one day the precious metals market has lost the entire #Bitcoin market cap nearly [--] times over. A $7.5 TRILLION loss in less than [--] hours"
X Link 2026-01-30T19:10Z [--] followers, [--] engagements
"My emotions based on #Bitcoin price action. 📈😃 📉😃 📈😃 📉😃 📈😃 📉😃 TLVP continues to buy the dip"
X Link 2026-02-01T16:29Z [---] followers, [--] engagements
"@adamkhootrader Foreign investors have never had this much access to US markets which is causing the uptick. Other nations cant compare to US growth with forces their investors to American companies"
X Link 2026-02-01T16:36Z [---] followers, [---] engagements
"@BRICSinfo Xi has been working toward this moment for years. At the exact moment dollar weakness enters the mainstream he says the quiet part out loud"
X Link 2026-02-01T16:43Z [---] followers, [---] engagements
"Updated my exact portfolio weights going into February on the site today. If you're following along and want to see the full breakdown (or compare to your own) check it out here: Still early in the year tracking as always. Not advice. Open to thoughts as always. http://tlvp.org http://tlvp.org http://tlvp.org http://tlvp.org"
X Link 2026-02-01T19:25Z [---] followers, [--] engagements
"With Bitcoin's recent price action the total allocation in TLVP fell from 17.19% in January to 15.75% in February despite small buys. Bear markets like this are where long-horizon investors are tested. I will continue adding to my BTC position incrementally as the price falls. Follow for updates. #Bitcoin #investing Updated my exact portfolio weights going into February on the site today. If you're following along and want to see the full breakdown (or compare to your own) check it out here: https://t.co/8zpa2vpnvC Still early in the year tracking as always. Not advice. Open to thoughts"
X Link 2026-02-01T19:34Z [---] followers, [--] engagements
"@KobeissiLetter Americas best businesses are becoming more trusted as a debtor than the government"
X Link 2026-02-02T16:51Z [---] followers, [--] engagements
"@KobeissiLetter There has never been a time when the top [--] or so companies have been so dominant in earnings growth and projected future demand. Bubble fears are only valid when the fundamentals are totally disconnected which I don't see in this market"
X Link 2026-02-02T17:16Z [---] followers, [---] engagements
"@MonMotMad @AndrewYang Labor is already shifting to those fields. I foresee a surplus of these kinds of workers in [--] years or so"
X Link 2026-02-02T20:21Z [---] followers, [---] engagements
"@nateobrienn Any post that includes is instantly disregarded in my head as AI. Does any human actually talk/write like that The bright side is its easy to tell for now"
X Link 2026-02-02T20:55Z [---] followers, [----] engagements
"@KobeissiLetter [----] will be the year of IPOs particularly in AI. SpaceX OpenAI and Anthropic are all rushing to be the first LLM to go public"
X Link 2026-02-02T22:03Z [---] followers, [---] engagements
"@BitcoinMagazine This is the natural course for any fiat currency. When bank notes are backed by government debt rather than a hard asset and the central bank can print bank notes it will ultimately trend to zero in every scenario"
X Link 2026-02-03T16:35Z [---] followers, [--] engagements
"@KobeissiLetter If SpaceX IPO's at [----] trillion (could easily be more with this merger) and Musk owns roughly 45% of the company his net worth would jump by over $550 billion"
X Link 2026-02-03T16:44Z [---] followers, [---] engagements
"@BitcoinMagazine Despite EU regulators and central bankers trying to suppress bitcoin the free market will ultimately find safety in its scarcity and decentralized nature"
X Link 2026-02-03T16:46Z [---] followers, [--] engagements
"@unusual_whales Diversification is key: Total market funds which include small and mid-cap commodities developed and emerging markets. Today is a great example MSCI ex USA is up 1.57% while the S&P [---] is down 0.84%"
X Link 2026-02-04T21:08Z [---] followers, [---] engagements
"@brewmarkets $GOOGL posts a staggeringly quick move after the earnings call. $333 - $311 - $336 in just [--] minutes"
X Link 2026-02-04T21:18Z [---] followers, [----] engagements
"@KobeissiLetter TLVP bought $VWO in July [----] - +14%. The thesis is essentially that emerging markets will see extreme growth because they can look at what worked for other nations and copy it much like China did"
X Link 2026-02-05T14:52Z [---] followers, [---] engagements
"@imranesmail23 @KobeissiLetter Personally I prefer VWO as a USA-based investor. They certainly provide global diversification to a portfolio despite being priced in dollars"
X Link 2026-02-05T15:57Z [---] followers, [--] engagements
"@Kalshi This is a perfect example of why the MAG [--] concentration risk is overhyped. I prefer to think of these massive firms as almost the MAG [--] or [--] because each owns multiple highly profitable businesses"
X Link 2026-02-05T16:01Z [---] followers, [----] engagements
"@Barchart Price will naturally fall and reach an equilibrium but mostly for cheaper houses ($500K)"
X Link 2026-02-05T16:12Z [---] followers, [---] engagements
"Implying that polymarket traders on average do not lose money is a ridiculous thing to say. You are playing a zero-sum game and there is also a third player in every bet (the house) that can never lose. It almost sounds like. Gambling Yes because that is exactly what it is. https://twitter.com/i/web/status/2019444860315373607 https://twitter.com/i/web/status/2019444860315373607"
X Link 2026-02-05T16:15Z [---] followers, [---] engagements
"@pubity As someone who has never coded and has been experimenting with Claude code and Google Antigravity I concur. I'm able to build websites and apps through English language prompts and these models have only been around for a few months"
X Link 2026-02-06T15:47Z [---] followers, [---] engagements
"@unusual_whales China does not want a company like Circle or Tether to make the digital Yuan. Rather they want full state control for maximum surveillance"
X Link 2026-02-06T15:48Z [---] followers, [--] engagements
"Want to know more about my trades and portfolio strategy See all my exact holdings -- http://tlvp.org http://tlvp.org"
X Link 2026-02-06T19:12Z [---] followers, [--] engagements
"@Leo_Traydes Fidelity is a far superior platform for long-term investors. The gamification of Robinhood Coinbase and others is atrocious"
X Link 2026-02-06T19:52Z [---] followers, [--] engagements
"@dotkrueger The true global superpowers aside from Russia all have a debt problem. This is why the Yuan cannot survive as the global reserve currency. All roads lead to #Bitcoin"
X Link 2026-02-08T16:14Z [---] followers, [--] engagements
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