# ![@torovictorioso Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1327128842276904961.png) @torovictorioso Jamie

Jamie posts on X about coinbase, $coin, $xyz, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1327128842276904961/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:interactions.svg)

- [--] Week [------] +105%
- [--] Month [------] +26%
- [--] Months [---------] -43%
- [--] Year [---------] +282%

### Mentions: [--] [#](/creator/twitter::1327128842276904961/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:posts_active.svg)

- [--] Week [---] +19%
- [--] Month [---] +59%
- [--] Months [-----] +76%
- [--] Year [-----] +6.80%

### Followers: [-----] [#](/creator/twitter::1327128842276904961/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:followers.svg)

- [--] Week [-----] +0.23%
- [--] Month [-----] +1.30%
- [--] Months [-----] +15%
- [--] Year [-----] +57%

### CreatorRank: [-------] [#](/creator/twitter::1327128842276904961/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1327128842276904961/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  80.18% [technology brands](/list/technology-brands)  54.05% [exchanges](/list/exchanges)  #1897 [finance](/list/finance)  34.23% [cryptocurrencies](/list/cryptocurrencies)  16.22% [automotive brands](/list/automotive-brands)  5.41% [products](/list/products)  1.8% [social networks](/list/social-networks)  1.8% [countries](/list/countries)  1.8% [celebrities](/list/celebrities)  0.9%

**Social topic influence**
[coinbase](/topic/coinbase) #261, [$coin](/topic/$coin) #71, [$xyz](/topic/$xyz) #18, [in the](/topic/in-the) 9.91%, [crypto](/topic/crypto) 8.11%, [ai](/topic/ai) 7.21%, [$intc](/topic/$intc) 7.21%, [coin](/topic/coin) #557, [the new](/topic/the-new) 5.41%, [defi](/topic/defi) #4205

**Top accounts mentioned or mentioned by**
[@coinbase](/creator/undefined) [@blocks](/creator/undefined) [@jack](/creator/undefined) [@base](/creator/undefined) [@baseapp](/creator/undefined) [@cashapp](/creator/undefined) [@brianarmstrong](/creator/undefined) [@charlieboats](/creator/undefined) [@poundtheproduct](/creator/undefined) [@ppercy46098](/creator/undefined) [@giganticbananas](/creator/undefined) [@jrouldz](/creator/undefined) [@nachunja](/creator/undefined) [@owenbjennings](/creator/undefined) [@nmolnar](/creator/undefined) [@wildhorses02001](/creator/undefined) [@nftcollector68](/creator/undefined) [@defi_dino](/creator/undefined) [@squares](/creator/undefined) [@stonkchris](/creator/undefined)

**Top assets mentioned**
[Coinbase Global Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Block, Inc. (XYZ)](/topic/$xyz) [Intel Corporation (INTC)](/topic/$intc) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla) [Ethereum (ETH)](/topic/ethereum) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [USDC (USDC)](/topic/usdc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Now Coin (NOW)](/topic/$now) [Taiwan Semiconductor (TSM)](/topic/$tsm) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Fiserv, Inc. (FI)](/topic/$fi) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Apple, Inc. (AAPL)](/topic/$aapl) [Iris Energy Limited (IREN)](/topic/$iren) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Square AI is a much bigger deal than most think. It will stop churn dead in its tracks attract larger merchants increase merchant sales and create a lot of buzz. However it's huge because of how quickly it improves. Traditional products take years to build and ship but AI can be created and improved super fast. It looks like Square AI is a COO assistant now to get back valuable information. Soon it will give a recommendation and be able to perform all the actions. E.g. create an employee roster for this week based on past rosters and employee feedback/requests. I updated the AI attribute for"  
[X Link](https://x.com/torovictorioso/status/1922472792978579720)  2025-05-14T02:03Z [----] followers, 139.7K engagements


"Block is becoming a real player in AI . Why does this matter: ✔ It gets them into the conversation and into the network. This is important because it makes partnerships easier to form. ✔ It adds to the 'AI Mindset' in which employees believe they work for an AI company and further double down on AI. ✔ It starts to attract AI talent to Block due to its AI narrative and association. Don't get me started on the importance of open source at $XYZ . that's another story. Block is excited to collaborate with GitHub and PulseMCP to develop an official MCP Registry Block is excited to collaborate with"  
[X Link](https://x.com/torovictorioso/status/1929817971720949877)  2025-06-03T08:30Z [----] followers, 163.5K engagements


"$INTC is the FIRST to bring a 2nm or better node to the US . also first worldwide for Ribbon FET and Backside Power. . folks be sleeping on Intel 🔥🚀"  
[X Link](https://x.com/torovictorioso/status/1976319796682871098)  2025-10-09T16:12Z [----] followers, [----] engagements


"$INTC will benefit greatly just by bringing its 30% external fab use back to IFS . $TSM has a 60% gross margin . that means that for every $100 in revenue $60 is retained after covering the cost of goods sold (COGS) leaving COGS at $40 (or 40% of revenue). This implies a markup on COGS of 150%. Markup measures the percentage increase over the cost base calculated as (Revenue - COGS) / COGS 100%. Here: ($100 - $40) / $40 100% = $60 / $40 100% = 150%. In other words the selling price is [---] times the COGS (since 100% + 150% = 250% of COGS). 60% gross margin covers depreciation of plant and"  
[X Link](https://x.com/torovictorioso/status/1979182074100596806)  2025-10-17T13:45Z [----] followers, [----] engagements


"Folks say TSMC is too far ahead of $INTC . IFS yields are terrible and Intel doesn't have the ecosystem to catch up . . check out the article I wrote yesterday . you will be surprised how easily Intel can catch up and sure it does include Trump making Taiwanese chips more expensive 👇🏼 https://open.substack.com/pub/torovictorioso/p/bridging-the-fab-chasmutm_source=share&utm_medium=android&r=4gewbm TSMCs 2nm wafers are so expensive that the A20 chip set for Apples iPhone [--] may cost US$280 each much higher than the A18s $45 media report making it the most expensive component in the iPhone 18."  
[X Link](https://x.com/torovictorioso/status/1981654815965897042)  2025-10-24T09:31Z [----] followers, 33K engagements


"Fab [--] is operational so will soon turn from negative to positive Cash flow . followed by [--] mid next year . they will take a while to ramp and two years to get the yeild optimal. $INTC probably isn't far away from making $2.50/share . add a 60X multiple . $150 $INTC Intel got a big cash infusion in Q3. Ending the quarter with $31B in cash. Boosted by: $5.7B in US government funding. $5.2B from divestitures (Altera & Mobileye). A turning point in Intels turnaround story https://t.co/bq49xi7Nss $INTC Intel got a big cash infusion in Q3. Ending the quarter with $31B in cash. Boosted by: $5.7B"  
[X Link](https://x.com/torovictorioso/status/1982046031677444310)  2025-10-25T11:26Z [----] followers, [----] engagements


"@StonkChris Here you are Chris . my article explains what's going on . to summarize $MARA will struggle as long as bitcoin is under $105K. https://open.substack.com/pub/torovictorioso/p/the-divergence-mara-holdings-vs-cleansparkr=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/torovictorioso/p/the-divergence-mara-holdings-vs-cleansparkr=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/torovictorioso/status/2002376518568476942)  2025-12-20T13:52Z [----] followers, [---] engagements


"Calling all $FI bulls . Will $COIN disrupt Fiserve 🤔 Legacy banking infrastructure moving on-chain 👀"  
[X Link](https://x.com/torovictorioso/status/2008258751992910196)  2026-01-05T19:26Z [----] followers, [--] engagements


"Li Ban called it cocky (see post below) . and with regards to @jack I called him a rigid thinker . So what exactly are we talking about 👉🏼 thinking that Innovation is greater than monetization 👈🏼 Companies can be short-term focused like $HIMS and $FI or long-term focused like $NIO and $XYZ . or find the balance. The balance is what I call monetization. My article goes into this deeper with respect to $NIO https://open.substack.com/pub/torovictorioso/p/nio-the-dawn-of-a-balanced-giantutm_source=share&utm_medium=android&shareImageVariant=overlay&r=4gewbm Li Bin admitted that $Nio had"  
[X Link](https://x.com/torovictorioso/status/2009933102165176603)  2026-01-10T10:19Z [----] followers, [---] engagements


"$MARA will likely explode higher once Bitcoin crosses $105K . $15+ It will finally lose the Bitcoin risk discount and get the HPC premium. https://open.substack.com/pub/torovictorioso/p/marathon-digital-from-bitcoin-minerutm_source=share&utm_medium=android&shareImageVariant=overlay&r=4gewbm https://open.substack.com/pub/torovictorioso/p/marathon-digital-from-bitcoin-minerutm_source=share&utm_medium=android&shareImageVariant=overlay&r=4gewbm"  
[X Link](https://x.com/torovictorioso/status/2011411377697759289)  2026-01-14T12:13Z [----] followers, [---] engagements


"The New Power Lords : How do you decide how to get the best exposure to HPC data centers. Start by reading this article 👇 $WYFI $IREN https://open.substack.com/pub/torovictorioso/p/the-new-power-lordsr=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/torovictorioso/p/the-new-power-lordsr=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/torovictorioso/status/2015113027436343799)  2026-01-24T17:22Z [----] followers, [---] engagements


"@blocks has to grow faster than 20% for me to stop posting negativity. We need proof that the management team are wearing big boy pants. For investors . you should assume $XYZ is being run by a bunch of kids in short pants until they prove otherwise"  
[X Link](https://x.com/torovictorioso/status/2015779387837165983)  2026-01-26T13:30Z [----] followers, [---] engagements


"My position in $COIN is finally bigger than my position in $XYZ. The question of . is everything exchange (on-chain) being a bigger opportunity than credit . $XYZ also has an opportunity in commerce and $COIN has a opportunity is wider on-chain adoption including commerce. Speed to market is incredibly important . the ecosystem of ecosystem angle of @blocks had enormous potential but it was withered away by bad culture and terrible management decisions. Is it still powerful Maybe but the world has moved on so it's much less likely to have the same power. This ball drop by @jack is a next"  
[X Link](https://x.com/torovictorioso/status/2015783528462442592)  2026-01-26T13:46Z [----] followers, [---] engagements


"$277 is too low for a [--] Month price target $COIN $COIN : Cantor Fitzgerald initiates at sets  $ Analyst sees COIN as a regulated bridge between DeFi & TradFi evolving into an  with upside from stablecoin growth and expanding https://t.co/sqJP1lm5Mc $COIN : Cantor Fitzgerald initiates at sets  $ Analyst sees COIN as a regulated bridge between DeFi & TradFi evolving into an  with upside from stablecoin growth and expanding https://t.co/sqJP1lm5Mc"  
[X Link](https://x.com/torovictorioso/status/2016178114775183772)  2026-01-27T15:54Z [----] followers, [---] engagements


"@blocks Reinvented POS Reinvented P2P Solving Unbanked (Adults) Solving Unbanked (Teens) 🟩 Reinvented Groupon (Neighborhoods) 🟩 Reinvented Credit $XYZ won by solving problems . solving problems allows you to win big. Unfortunately @jack isn't great at block and tackle so when competitors copy . he's a deer in headlights. The good news is @CashApp has two new angles to play right now . one of which is unique (but neighborhoods needs to be expanded to services) . and the other is super comprehensive (cash loans and purchase credit) . and both of these are a perfect match for the customer"  
[X Link](https://x.com/torovictorioso/status/2016462645033882083)  2026-01-28T10:45Z [----] followers, [---] engagements


"My DFC model for a number of stocks. The most potential over the next decade is actually $INTC followed by $TSLA. The second graphic shows the growth rates for Gross Profit and OPEX so you can see I assume 50% gross profit growth for Tesla. Honorable mention: $XYZ $AMD $COIN $NIO $SOFI $FOUR https://twitter.com/i/web/status/2017622931065454649 https://twitter.com/i/web/status/2017622931065454649"  
[X Link](https://x.com/torovictorioso/status/2017622931065454649)  2026-01-31T15:36Z [----] followers, [---] engagements


"The unstoppable rise of @base . The @coinbase Ethereum L2 for on-chain finance 👇 https://open.substack.com/pub/torovictorioso/p/the-unstoppable-rise-of-baser=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/torovictorioso/p/the-unstoppable-rise-of-baser=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/torovictorioso/status/2017649257742831858)  2026-01-31T17:20Z [----] followers, [---] engagements


"Block: Is it safe We are about to find out if @jack is a fighter or has micro plastics in his balls . a storm is coming and only the fighters will survive. $COIN $XYZ https://open.substack.com/pub/torovictorioso/p/block-is-it-safer=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/torovictorioso/p/block-is-it-safer=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/torovictorioso/status/2017695325155152258)  2026-01-31T20:23Z [----] followers, [---] engagements


"$COIN is steadily catching $XYZ and is already far better at monetizing its Gross Profit. These are TTM numbers to smooth out the quarters"  
[X Link](https://x.com/torovictorioso/status/2017984534831116441)  2026-02-01T15:33Z [----] followers, [---] engagements


"Folks should study this graphic to understand $COIN vs $XYZ"  
[X Link](https://x.com/torovictorioso/status/2018080468084674921)  2026-02-01T21:54Z [----] followers, [----] engagements


"Absolutely nuts $COIN USDC $CRCL Stablecoin transaction volume in January surpassed $10 trillion. USDC alone processed more than $8.4 trillion. https://t.co/qmHqp9NDWp Stablecoin transaction volume in January surpassed $10 trillion. USDC alone processed more than $8.4 trillion. https://t.co/qmHqp9NDWp"  
[X Link](https://x.com/torovictorioso/status/2018463834227499082)  2026-02-02T23:17Z [----] followers, [---] engagements


"The flywheel hasn't started yet on $INTC . you'll know when soon . maybe in H2 [----]. The two sides are invest and sell . Pat started off invest back in [----] but the lead times are enormous . once all of Pat's invest has been contracted expect a massive new round of invest. A contract announcement will be the signal and we will have to wait a few more months. The ROI for $INTC is likely 20%+ . Intel will be able to borrow at 5% so every $100B returns $15B/year. $15B/year is probably worth $300B . so every $100B invested could be worth $300B . Pat kicked off the first $100B of invest. Note:"  
[X Link](https://x.com/torovictorioso/status/2018636699119869973)  2026-02-03T10:44Z [----] followers, [---] engagements


"SpaceX $1B . XAI $250M Sounds right 👍"  
[X Link](https://x.com/torovictorioso/status/2018670807459697075)  2026-02-03T13:00Z [----] followers, [--] engagements


"My latest post on $PYPL was negative . two weeks ago . branded payments is a bitch of a business to have . it should have been transitioned to credit ( $AFRM ) years ago. This is actually great new for $XYZ . even though @blocks is just reinvented TradFi . at least it's reinvented The Cash flow is extraordinary . $PYPL should be killing it but they had an Achilles Heel . branded payments. What are investors mindful of . disruption . and branded payments is being attacked from all sides. @PayPal moving to BNPL is actually what will save it IMO. The Cash flow is extraordinary . $PYPL should be"  
[X Link](https://x.com/torovictorioso/status/2018690180325269899)  2026-02-03T14:16Z [----] followers, [---] engagements


"Imagine men standing in a circle . all patting each other on the back . . we desperately need 20%+ growth $XYZ @blocks $xyz Nick Molnar on Jack https://t.co/obVEpvT1qT $xyz Nick Molnar on Jack https://t.co/obVEpvT1qT"  
[X Link](https://x.com/torovictorioso/status/2018693249477804248)  2026-02-03T14:29Z [----] followers, [----] engagements


"$COIN isn't quite at the April low . but within two weeks . back then the world was about to go into recession due to tariffs . a lot of doom and gloom. Today the economy is super strong inflation is under control and we just have a drawdown in crypto. But things are way my interesting than then $INTC was $19 ($50 today) $BE was $17 ($170 today). https://twitter.com/i/web/status/2018745200865353938 https://twitter.com/i/web/status/2018745200865353938"  
[X Link](https://x.com/torovictorioso/status/2018745200865353938)  2026-02-03T17:55Z [----] followers, [---] engagements


"@garrytan An agent platform like $NOW looks promising . but can they deliver . currently $PLTR has the ontology advantage"  
[X Link](https://x.com/torovictorioso/status/2018979813655241085)  2026-02-04T09:27Z [----] followers, [---] engagements


"I have done a couple of house renovations and sometimes it's more expensive to renovate than tear down and build new. . I am finally of the opinion that $PYPL has no choice but to do a $GE . it must be separated into three companies or these parts sold off. $PYPL had a massive first-mover advantage with Venmo & never truly monetized it & also failed to be early in agentic commerce as others like $GOOGL pushed ahead Thats why trading at 9x earnings doesnt matter & why today feels like a long-overdue capitulation for shareholders $PYPL had a massive first-mover advantage with Venmo & never"  
[X Link](https://x.com/torovictorioso/status/2018981082302230800)  2026-02-04T09:32Z [----] followers, [---] engagements


"Often this has been an inverse correlation. When $PYPL launched in-store Q4 [----] . it hurt $XYZ. Massive advertising great offers really helped cards on both Venmo and PayPal. Dont see the tangible relationship of $PYPL weakness on other names. PayPal's weakness was concentrated in its consumer facing branded checkout product with Venmo and debit as actually performing well. Thats a good read to $XYZ despite the noise. Dont see the tangible relationship of $PYPL weakness on other names. PayPal's weakness was concentrated in its consumer facing branded checkout product with Venmo and debit as"  
[X Link](https://x.com/torovictorioso/status/2019061586426527958)  2026-02-04T14:52Z [----] followers, [---] engagements


"@jrouldz If they abandon any foundation work projects and focus 100% block and tackle . then yes. The new CEO is much more a block and tackle guy "  
[X Link](https://x.com/torovictorioso/status/2019063083931463765)  2026-02-04T14:58Z [----] followers, [---] engagements


"@Coco_Airdrop @base @zksync Are you adding value . if so then you should be rewarded . if you're building garbage then you're not getting Jack Shit"  
[X Link](https://x.com/torovictorioso/status/2019174706314617344)  2026-02-04T22:22Z [----] followers, [--] engagements


"$COIN is the everything exchange 👇🏼 For those that can't see it it looks like this. https://t.co/DXoC098sPl For those that can't see it it looks like this. https://t.co/DXoC098sPl"  
[X Link](https://x.com/torovictorioso/status/2019203361611083987)  2026-02-05T00:16Z [----] followers, [---] engagements


"Very good news for the US economy . there are bottlenecks but this is also great news as it forces productivity . even $MU is trying to make more with less which is difficult for a 24/7 plant. Planned capital expenditures for 2026: Alphabet (Google): $175 billion-$185 billion (+102% YoY) Amazon: $146 billion (+18% YoY) Meta: $115 billion-$135 billion (+93% YoY) Microsoft: $105 billion (estimate +64% YoY) Tesla: $20+ billion (+135% YoY) Apple: $14 https://t.co/Z71BOdjuHl Planned capital expenditures for 2026: Alphabet (Google): $175 billion-$185 billion (+102% YoY) Amazon: $146 billion (+18%"  
[X Link](https://x.com/torovictorioso/status/2019352715839905873)  2026-02-05T10:09Z [----] followers, [---] engagements


"It's perfectly fine . they need a little inflation to pump their economy . sure it reduces the carry trade volumes but that's fine. Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis. https://t.co/RFlJtwEfp7 Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis. https://t.co/RFlJtwEfp7"  
[X Link](https://x.com/torovictorioso/status/2019375178934022626)  2026-02-05T11:38Z [----] followers, [---] engagements


"Great for wage inflation at the upper end . the office jobs . I suspect job openings for manual workers is through the roof. JOLTS today (delayed from Feb 3): The number of job openings declined by [------] to [---] million in December now at 3.9% reflecting a continued cooling trend in the labor market according to the U.S. Bureau of Labor Statistics. Main downward drivers in December were decreases https://t.co/YvdhKyU4v6 JOLTS today (delayed from Feb 3): The number of job openings declined by [------] to [---] million in December now at 3.9% reflecting a continued cooling trend in the labor market"  
[X Link](https://x.com/torovictorioso/status/2019448929784643968)  2026-02-05T16:31Z [----] followers, [--] engagements


"@wildhorses02001 @coinbase Trading volumes will be massive in Q4"  
[X Link](https://x.com/torovictorioso/status/2019593057814081783)  2026-02-06T02:04Z [----] followers, [--] engagements


"🤷🏼♂ @CathieDWood swapping $COIN for $BLSH Bullish is a pure play on institutional crypto including tokenization . $COIN is 3/4 consumer crypto and more of a superapp play. I prefer @coinbase because of @USDC and @base . but diversification into $BLSH is a good play. Cathie Wood and Ark Invest bought [-----] shares of Google $GOOGL today Cathie Wood and Ark Invest bought [-----] shares of Google $GOOGL today"  
[X Link](https://x.com/torovictorioso/status/2019648053628813446)  2026-02-06T05:43Z [----] followers, [---] engagements


"@jack rigid mindset is biting him in the arse. It turns out Revolut Wise and @coinbase had the superior approach . global expansion trumps innovation heavy. $XYZ spent $500-600 million a quarter of product development a quarter (mostly super inefficient due to bad management and sub par culture) . this $15B investment can now be reproduce using anthropic for more than an order of magnitude less and in well under a year. @blocks software moat is gone overnight. Revolut Wise and Coinbase spent time expanding globally and they can now use AI to backfill software. @jack needs to address this on"  
[X Link](https://x.com/torovictorioso/status/2019733430075077070)  2026-02-06T11:22Z [----] followers, [--] engagements


"@regulatorynerd @charlieboats @blocks @nachunja I believe you're wrong . OpenAI Anthropic XAI is coming after $XYZ . urgency not complacency my friend"  
[X Link](https://x.com/torovictorioso/status/2019881678236492088)  2026-02-06T21:11Z [----] followers, [---] engagements


"@Coinbase has the mini contracts . orders of margin less. $COIN This is crazy. The margin requirement on @RobinhoodApp to buy [--] Silver Futures contract is now $95000. 🤯 https://t.co/ilZvAe1IXp This is crazy. The margin requirement on @RobinhoodApp to buy [--] Silver Futures contract is now $95000. 🤯 https://t.co/ilZvAe1IXp"  
[X Link](https://x.com/torovictorioso/status/2019883852702052860)  2026-02-06T21:20Z [----] followers, [--] engagements


"@Micro2Macr0 @Coinbase had nanos . Contract Size: [--] troy ounces"  
[X Link](https://x.com/torovictorioso/status/2019884379619881223)  2026-02-06T21:22Z [----] followers, [--] engagements


"@coinbase Coinbase has always had a good balance between block and tackle (Emilie is great) . and selecting viral disruptive innovation. The market sees the alpha in these areas . help us understand the alpha in sales and marketing (brand building and wining hearts and minds)"  
[X Link](https://x.com/torovictorioso/status/2019886895464054857)  2026-02-06T21:32Z [----] followers, [---] engagements


"No position . $NOW is cheap. Fwd PE of 20X and growing at 20% . it should be a winner of AI but has more data work to do to match $PLTR I am surprised with this price action. $NOW has never been more oversold than it is today. https://t.co/z9RPHc1IMr $NOW has never been more oversold than it is today. https://t.co/z9RPHc1IMr"  
[X Link](https://x.com/torovictorioso/status/2019916888747438464)  2026-02-06T23:31Z [----] followers, [---] engagements


"@coinbase did better than I would've thought . $HOOD has more customers . but of lower net worth than $COIN Serious business. https://t.co/RcF4leTZ2x Serious business. https://t.co/RcF4leTZ2x"  
[X Link](https://x.com/torovictorioso/status/2019918474399932601)  2026-02-06T23:37Z [----] followers, [---] engagements


"👇🏼 US inflation today according to real-time price data: Truflation US CPI: 0.99% Y/Y A few product and service categories are now in slight negative territory meaning deflation namely: communications clothing food and housing. https://t.co/Lceu9x44Yi US inflation today according to real-time price data: Truflation US CPI: 0.99% Y/Y A few product and service categories are now in slight negative territory meaning deflation namely: communications clothing food and housing. https://t.co/Lceu9x44Yi"  
[X Link](https://x.com/torovictorioso/status/2019924057849024858)  2026-02-06T23:59Z [----] followers, [---] engagements


"@PPercy46098 @coinbase @jack @owenbjennings @bradwrage @MariaPesce_ @emcross23 @nachunja @CashApp Cash App doesn't have this type of product . Venmo added it this week I believe"  
[X Link](https://x.com/torovictorioso/status/2020067547228291114)  2026-02-07T09:30Z [----] followers, [--] engagements


"Absolutely . the brands got beaten up . the competitors won the customers and got to form the customer habits. Ecosystem of ecosystems was a home run had it been released in [----] (if promoted correctly) . but in [----] the world has moved on. AI Agents are here and the customers have formed habits on other platforms. Being first absolutely matters . and the delays not only cost more but dramatically reduced the possibility of ecosystem of ecosystems being high impact. It's so frustrating 🙆🏼♂"  
[X Link](https://x.com/torovictorioso/status/2020072004842360953)  2026-02-07T09:47Z [----] followers, [--] engagements


"My advice on $HIMS from October is still on the mark . but we are now likely at the end of the watching stage . I hated this company at $50+ . but like this company at around $20. Follow @pdicarlotrader as he indicated that he will let us know the best entry. Just to spell things out for folks . $HIMS was a marketing first company . and it's now doing the strategy of innovation backfill. This is positive and exciting . but obviously this setup will feel like startup culture . the legacy innovation team is too small and will be Just to spell things out for folks . $HIMS was a marketing first"  
[X Link](https://x.com/torovictorioso/status/2020075910939177356)  2026-02-07T10:03Z [----] followers, [---] engagements


"19.5 million transactions yesterday . @base is in the sweat spot of the S Curve They noted some problems but it's impressive infrastructure 👍🏼 Base Chain processed an all time high of 19.5M transactions yesterday. Looks like we peaked at 2k TPS. Proud of this It's also the case that things were far from perfect. Lots of work in flight to improve. See some of it here https://t.co/l6phsoNeQ2 Base Chain processed an all time high of 19.5M transactions yesterday. Looks like we peaked at 2k TPS. Proud of this It's also the case that things were far from perfect. Lots of work in flight to"  
[X Link](https://x.com/torovictorioso/status/2020081746608591011)  2026-02-07T10:26Z [----] followers, [---] engagements


"$XYZ absolutely needs to be the credit company . credit commerce financial services. Credit is the customer acquisition tool that's free or more accurately pays @blocks . With this announcement one further gap is filled but we still need more longer dated merchant sponsored credit options. And $XYZ should be blending . and to blend you need an enterprise self service portal that's AI enabled. La-Z-Boy can ask . we want a campaign to increase sales by 50% and run for a week . AI comes back with a marketing campaign to run across @cashapp and @afterpay_au and offer terms of 10% interest credit"  
[X Link](https://x.com/torovictorioso/status/2020085692085477404)  2026-02-07T10:42Z [----] followers, [----] engagements


"While we all understand that growing credit means that $XYZ risks getting a banking multiple . the more important thing is using credit as a customer acquisition and retention tool . And then get customers spending on other products . commerce products . @blocks lost its way on the core mission . helping merchants sell more. For the love of god @jack . have urgency around the core mission . https://twitter.com/i/web/status/2020155937009594655 https://twitter.com/i/web/status/2020155937009594655"  
[X Link](https://x.com/torovictorioso/status/2020155937009594655)  2026-02-07T15:21Z [----] followers, [---] engagements


"Some homework for $XYZ employees this weekend including @jack @owenbjennings @nmolnar @AmritaAhuja Come up with a low hanging fruit idea like @CashApp Pools and present your idea on Monday or email to @jack. Let's pick a winner and have it shipped before the earnings call "  
[X Link](https://x.com/torovictorioso/status/2020156987221406130)  2026-02-07T15:25Z [----] followers, [----] engagements


"I went further in a post earlier today suggesting the GLP's should have never been included in the valuation . but included as a ridiculously successful customer acquisition tool. However the GPL's need to be considered a stair step and not a ramp . $HIMS effectively just stair stepped customer numbers but expect a flattening until the next stair step. So $HIMS was never worth $69 . it wasn't cheap at $38 like many thought . I thought it was good buying at $23 . I was wrong but I never pulled the trigger and bought. $20 . yep that's a nice price . hims has an interesting business opportunity"  
[X Link](https://x.com/torovictorioso/status/2020162574705389680)  2026-02-07T15:47Z [----] followers, [---] engagements


"I don't try an predict Bitcoin . but Ethereum will likely be a record highs in [----]. A couple of interesting things . Tokenization including stable coins @VitalikButerin recent comments Note: Vitalik's comments weren't shade for the great L2's but a death nail for the zombies. The comments are really around excellence for the Mainnet and the L2's. It's a call to arms is how I read it. Fight or die. My article about Vitalik's comments 👇🏼 https://open.substack.com/pub/torovictorioso/p/the-evolving-vision-for-ethereumutm_source=share&utm_medium=android&r=4gewbm"  
[X Link](https://x.com/torovictorioso/status/2020164989164875871)  2026-02-07T15:57Z [----] followers, [--] engagements


"Yep . Blockchain is ready for primetime 👇 The Evolving Money podcast is back. This season is all about how institutions are using crypto rails to increase utility and adoption. Tune in to hear from some of the biggest decision makers behind this shift. By @CoinbaseInsto and @BBGMedia. https://t.co/ZJOotHQBTU The Evolving Money podcast is back. This season is all about how institutions are using crypto rails to increase utility and adoption. Tune in to hear from some of the biggest decision makers behind this shift. By @CoinbaseInsto and @BBGMedia. https://t.co/ZJOotHQBTU"  
[X Link](https://x.com/torovictorioso/status/2020175620282482726)  2026-02-07T16:39Z [----] followers, [---] engagements


"I sorta agree Charles . but $XYZ fairly clean now . they fixed most issues. . can they fixed two things that I we're aware were so broken. The culture The block and tackling My suspicion is that employees including the core leadership aren't as productive as the competitors. @blocks has a lot of very smart academic types but these guys aren't fighters . they don't like to work hard. https://twitter.com/i/web/status/2020259729956610407 https://twitter.com/i/web/status/2020259729956610407"  
[X Link](https://x.com/torovictorioso/status/2020259729956610407)  2026-02-07T22:13Z [----] followers, [---] engagements


"It's a bit more complicated . you absolutely need to look at the core assets and $XYZ looks great . but the management team is actually more important . past mistakes doesn't give me a lot of confidence. Why can't you trade ethereum on Cash App Why is @jack an innovation absolutist Why aren't they going after high net worth customers Why did they prioritize the single app over gap filling like courses Why build goose and then let other companies monetize it Why did it take [--] years from first talk of field sales first employee. Why hasn't he found a great COO to cover his short comings"  
[X Link](https://x.com/torovictorioso/status/2020262879883051350)  2026-02-07T22:26Z [----] followers, [---] engagements


"I have never owned $HIMS . but there will be an opportunity soon 👇 .@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be accomplished in the next decade not the next quarter." https://t.co/CgNLv8Tz1Y .@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be"  
[X Link](https://x.com/torovictorioso/status/2020263283132080604)  2026-02-07T22:27Z [----] followers, [---] engagements


"$TEAM couldn't have picked a worse industry to invest in. To be fair . they can regroup and make something work but the urgency required is extreme. Heres the updated software comp sheet after the SaaSpocalypse 2026: Rule of [--] scores Unicorn (60%+) $PLTR Elite (50-59%) $NOW $CRWD $PANW $ADBE $SNOW $ZS Great (40-49%) $TEAM $DDOG $MNDY $CRM $SHOP $NET $GTLB Good (30-39%) $RBRK $FIG $HUBS https://t.co/Imw8OHjSG7 Heres the updated software comp sheet after the SaaSpocalypse 2026: Rule of [--] scores Unicorn (60%+) $PLTR Elite (50-59%) $NOW $CRWD $PANW $ADBE $SNOW $ZS Great (40-49%) $TEAM $DDOG"  
[X Link](https://x.com/torovictorioso/status/2020264905186898079)  2026-02-07T22:34Z [----] followers, [---] engagements


"Keep the hard core . flush the no core. Some employees at @blocks just can't perform . they don't have the ability to. Another one. $XYZ cutting up to 10% of its workforce https://t.co/aN671H2hAj Another one. $XYZ cutting up to 10% of its workforce https://t.co/aN671H2hAj"  
[X Link](https://x.com/torovictorioso/status/2020269113243746328)  2026-02-07T22:51Z [----] followers, [----] engagements


"The functionalization is presented as a great achievement . but it just highlighted that the previous management structure was awful. Coinbase recently did the opposite I believe . they went from functional to business unit based. Remember functional is like how a socialist society works. Central command and hierarchical. The best management structure is actually distributed. To be fair @blocks does give some agency to the employees . you see this with the invention of goose. https://twitter.com/i/web/status/2020462396691919233 https://twitter.com/i/web/status/2020462396691919233"  
[X Link](https://x.com/torovictorioso/status/2020462396691919233)  2026-02-08T11:39Z [----] followers, [--] engagements


"I would argue that the new @baseapp will be the WeChat of the world. It's DeFi so much better than WeChat . it has: Global P2P payments (@CashApp P2P) Base Pay (@CashApp Pay) Messaging Trading Social Feed (the algorithm isn't good) Mini App Stores Global On/Off Ramps This is what I hoped @TBD54566975 was building . but it was too difficult for the @blocks culture . it was a piece of cake for the @coinbase culture. So Global P2P is what you would have thought $XYZ would have done but a crypto company did it 🤔 . Base Pay is like Cash App Pay or PayPal Branded Payments but with a huge alpha."  
[X Link](https://x.com/torovictorioso/status/2020467258519412853)  2026-02-08T11:58Z [----] followers, [--] engagements


"This AI thing is bat shit crazy. I am one of few on here absolutely scared of deflation ⚠ 👉🏼E.g. code writing deflation absolutely distroyed SAAS companies in the last year Any dopey 'Never Trumpers' who criticize tariffs or exiting illegals need to wake up. To avoid deflation and support the labor market the US need even higher tariffs and will need to fast track deportations. The US needs a jobs program for US Citizens. Note: I'm not a US citizen. BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent"  
[X Link](https://x.com/torovictorioso/status/2020472370889433513)  2026-02-08T12:18Z [----] followers, [---] engagements


"👇🏼 hard and smart work should get us there . but we need the flywheel . cash flow up . then Capax up repeat. $TSLA [----] and solar is bigger than most think but it's all about robotaxis and Optimus It's impossible to disrupt Tesla in the US because of tariffs . robotaxi competitors must solve the cost problem before they scale. $TSLA is currently half the cost of waymo and others. @aakashgupta Obviously a staggeringly enormous amount of work and good luck is needed for such an outcome Im just saying it isnt impossible. @aakashgupta Obviously a staggeringly enormous amount of work and good"  
[X Link](https://x.com/torovictorioso/status/2020520982251962564)  2026-02-08T15:31Z [----] followers, [---] engagements


"My idea is to implement some of the services from the Coinbase Developer Platform into @Bitkey Second choice is build a neighborhoods @base DApp . super simple to order pay and cash back. Expand it to followers recommendations etc in the next iteration. LFG @jack @owenbjennings https://twitter.com/i/web/status/2020533842856296600 https://twitter.com/i/web/status/2020533842856296600"  
[X Link](https://x.com/torovictorioso/status/2020533842856296600)  2026-02-08T16:23Z [----] followers, [--] engagements


"A "regulated bridge or the new federal reserve I have a new article dropping soon 👀 $COIN : Cantor Fitzgerald initiates at sets  $ Analyst sees COIN as a regulated bridge between DeFi & TradFi evolving into an  with upside from stablecoin growth and expanding https://t.co/sqJP1lm5Mc $COIN : Cantor Fitzgerald initiates at sets  $ Analyst sees COIN as a regulated bridge between DeFi & TradFi evolving into an  with upside from stablecoin growth and expanding https://t.co/sqJP1lm5Mc"  
[X Link](https://x.com/torovictorioso/status/2020538729157607576)  2026-02-08T16:42Z [----] followers, [---] engagements


"This still applies . but we had a detour. The upside for $COIN now is enormous . $700 is incoming . maybe by end of year 👀 Coinbase $COIN 🔺 +44% upside https://t.co/cggGrGoEfu Coinbase $COIN 🔺 +44% upside https://t.co/cggGrGoEfu"  
[X Link](https://x.com/torovictorioso/status/2020539149988819166)  2026-02-08T16:44Z [----] followers, [---] engagements


"My favorite . but I like $ORCL also $AMZN is rolling out a new $11B Data Center This place will use [---] Gigawatts of power which is comparable to powering millions of homes. Its clear $AMZN is the core backbone for AI expansion & only trades at a 28x P/E. A truly unique opportunity https://t.co/XNSIXS8sfr $AMZN is rolling out a new $11B Data Center This place will use [---] Gigawatts of power which is comparable to powering millions of homes. Its clear $AMZN is the core backbone for AI expansion & only trades at a 28x P/E. A truly unique opportunity https://t.co/XNSIXS8sfr"  
[X Link](https://x.com/torovictorioso/status/2020626042533380175)  2026-02-08T22:29Z [----] followers, [---] engagements


"Irony is a beautiful beast . I wrote months on end about how $XYZ should message as the everyone one . check out my substack. And now that I'm a $COIN shareholder . the @coinbase messaging is the everybody app. Everything I wanted @jack to do . @brian_armstrong did. Crazy how things work out. Singing watching. So we got millions of people watching the Big Game to sing along with us. Oh and we put it on the world's largest LED screen @SphereVegas. https://t.co/dYqBkEy41g Singing watching. So we got millions of people watching the Big Game to sing along with us. Oh and we put it on the world's"  
[X Link](https://x.com/torovictorioso/status/2020683654494666774)  2026-02-09T02:18Z [----] followers, [----] engagements


"Fair point . but you shouldn't be using sales in a graphic to make this point. $XYZ You should use Gross Profit . On a second point I believe they will hit there [--] year guide of growing EPS by 30-35% a year. Some investors will be happy with this. $XYZ Without being controversial I dont understand why someone would want to own this company. Jack Dorsey is an unbelievable engineer theres no doubt about it but his ability as a CEO is questionable at best. Maybe Ill be proven wrong but there are so many more https://t.co/CBQV2mvtr8 $XYZ Without being controversial I dont understand why someone"  
[X Link](https://x.com/torovictorioso/status/2020815892284592328)  2026-02-09T11:03Z [----] followers, [----] engagements


"This is a crazy chart . it reminds me of the $TSLA Flush . after Elon sold to buy Twitter. Note: the $TSLA Flush was V Shaped . it bounced as hard as it flushed [--] month price target: $700 $COIN Coinbase $COIN appears to be forming a right-angled ascending broadening wedge. $146 is the key level that will define a rebound or a breakdown. https://t.co/8Zq2hmHMZV Coinbase $COIN appears to be forming a right-angled ascending broadening wedge. $146 is the key level that will define a rebound or a breakdown. https://t.co/8Zq2hmHMZV"  
[X Link](https://x.com/torovictorioso/status/2020885822065832421)  2026-02-09T15:41Z [----] followers, [---] engagements


"👀. . $INTC finally in the game . great for Dell A new laptop battery king The new Dell XPS [--] lasted [--] hours and [--] minutes in Toms guide battery best It surpassed the [--] MacBook Pro by over [--] minutes and the [--] MacBook Pro by over [--] hours Incredible leap in battery life thanks to the new Intel Core Ultra Series [--] https://t.co/AOrYQULtqH A new laptop battery king The new Dell XPS [--] lasted [--] hours and [--] minutes in Toms guide battery best It surpassed the [--] MacBook Pro by over [--] minutes and the [--] MacBook Pro by over [--] hours Incredible leap in battery life thanks to the new Intel Core"  
[X Link](https://x.com/torovictorioso/status/2020907261368074442)  2026-02-09T17:06Z [----] followers, [---] engagements


"This one is interesting . because I have zero clue if it's cheap or not 🤷🏼♂🙆🏼♂ $DUOL $DUOL seems to be the most hated stock in the entire market right now (excluding $HIMS). Yet the only argument I here is that it's down 80% from highs which for most investors means it must be trash. But take a look at the balance sheet. This company is dirt-cheap and won't https://t.co/PIiwzxkYA7 $DUOL seems to be the most hated stock in the entire market right now (excluding $HIMS). Yet the only argument I here is that it's down 80% from highs which for most investors means it must be trash. But take a"  
[X Link](https://x.com/torovictorioso/status/2020912158482235435)  2026-02-09T17:26Z [----] followers, [---] engagements


"👀 I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial"  
[X Link](https://x.com/torovictorioso/status/2020944871973105808)  2026-02-09T19:36Z [----] followers, [---] engagements


"@SophistInvest And $NU is coming . and X is coming . no time to rest . absolute urgency is needed"  
[X Link](https://x.com/torovictorioso/status/2020945077221372288)  2026-02-09T19:37Z [----] followers, [---] engagements


"$JPM got this wrong . $399 was towards the top of analyst targets . but it should be ever higher. . very soon @coinbase will have a very comprehensive suite of products . and they must then win hearts and minds . @catferdon @emiliemc @brian_armstrong . the urgency is now firmly in winning hearts and minds . what does the @coinbase brand stand for Can we get existing users to attach more products Storytelling customer incentives delightful UX and we need a general AI agent to dramatically increase engagement. Also more social features around trading . An out of the box idea would be to partner"  
[X Link](https://x.com/torovictorioso/status/2021243937563005321)  2026-02-10T15:24Z [----] followers, [---] engagements


"The two prongesd approach . TradFi with the main app DeFi with the @baseapp I truly believe @brian_armstrong is trying to level the playing field for wealth creation GLOBALLY 🔥 JUST IN: Coinbase CEO Brian Armstrong says crypto and tokenization can level the playing field for wealth creation globally. https://t.co/kiqGXIMPDB 🔥 JUST IN: Coinbase CEO Brian Armstrong says crypto and tokenization can level the playing field for wealth creation globally. https://t.co/kiqGXIMPDB"  
[X Link](https://x.com/torovictorioso/status/2021246773910700120)  2026-02-10T15:35Z [----] followers, [---] engagements


"@coinbase is the everybody exchange . and apps (Coinbase App & @baseapp )"  
[X Link](https://x.com/torovictorioso/status/2021247426632544611)  2026-02-10T15:38Z [----] followers, [--] engagements


"@coinbase created an awkward problem for itself which is also an advantage. It sorta included (but not really) @baseapp as part of the @base ecosystem and community. These two things should be completely separate IMO. Coinbase WILL build the best UX for consumers with @baseapp . but developers think the @baseapp should instead be focused on making them successful. These things will always be a odds because developers have a sense of entitlement regarding the @baseapp 🤔 https://twitter.com/i/web/status/2021249175061676294 https://twitter.com/i/web/status/2021249175061676294"  
[X Link](https://x.com/torovictorioso/status/2021249175061676294)  2026-02-10T15:45Z [----] followers, [--] engagements


"@coin is absolutely going to be the partner of choice for everyone . @brian_armstrong shouldn't upset Jamie Diamond 🤔 No No No . Jamie Diamond shouldn't upset Brian Luckily Brian in low ego and just mission focussed so he doesn't get upset. @coinbase is the infrastructure company . DeFi infrastructure . and they are super open and happy to share . we can all win together is the strategy from what I can tell. 🚨 JUST IN: Interactive Brokers expands its crypto futures lineup adding nano Bitcoin and Ether futures via Coinbase Derivatives. https://t.co/auN5EI1V7z 🚨 JUST IN: Interactive Brokers"  
[X Link](https://x.com/torovictorioso/status/2021253405570924630)  2026-02-10T16:02Z [----] followers, [--] engagements


"My advice . it's better to use the KYC as a service provided by @coinbase Build your App and wallet and payments and onramps and off ramps all by using the @CoinbaseDev . simple "No KYC" site UnCash abruptly shuts down following my reporting calling @Mastercard's actions a "corporate guillotine" and "death sentence" -- https://t.co/18pB9101xT "No KYC" site UnCash abruptly shuts down following my reporting calling @Mastercard's actions a "corporate guillotine" and "death sentence" -- https://t.co/18pB9101xT"  
[X Link](https://x.com/torovictorioso/status/2021259030812033459)  2026-02-10T16:24Z [----] followers, [---] engagements


"Very good sign for @Opendoor . my article is incoming . Independent US inflation numbers today: Truflation US CPI: 0.74% Y/Y US goods inflation: 0.83% US services inflation: 0.69% This year we are seeing cooling inflation trends across multiple categories including food housing clothing utilities (esp. natural gas) https://t.co/fQbTQ9JGPG Independent US inflation numbers today: Truflation US CPI: 0.74% Y/Y US goods inflation: 0.83% US services inflation: 0.69% This year we are seeing cooling inflation trends across multiple categories including food housing clothing utilities (esp. natural"  
[X Link](https://x.com/torovictorioso/status/2021259216552661158)  2026-02-10T16:25Z [----] followers, [---] engagements


"+60% . sounds right 👍🏼 $TSLA 🚨 $TSLA Tesla Semi Long Range: $290000 (+60% vs [----] $180k) Standard Range $260k Still $145k below avg Class [--] EV truck ($435k) [---] mi range [---] kWh/mi [---] MW charging [----] kW motors Volume production [----] + CA HVIP/Uber discounts [--] yr payback vs diesel 💪 https://t.co/7CDnnfJzvT 🚨 $TSLA Tesla Semi Long Range: $290000 (+60% vs [----] $180k) Standard Range $260k Still $145k below avg Class [--] EV truck ($435k) [---] mi range [---] kWh/mi [---] MW charging [----] kW motors Volume production [----] + CA HVIP/Uber discounts [--] yr payback vs diesel 💪 https://t.co/7CDnnfJzvT"  
[X Link](https://x.com/torovictorioso/status/2021280481627844908)  2026-02-10T17:49Z [----] followers, [---] engagements


"@DudeWhoInvests No we need a lower dollar to fight deflation"  
[X Link](https://x.com/torovictorioso/status/2021286525900816864)  2026-02-10T18:13Z [----] followers, [---] engagements


"Australia is broken . The number of temporary visa holders in Australia just hit an all time record high of [--] million three months before our usual yearly peak in March. Plus [---] million on permanent visas. [---] million visa holders in the country right now. And the [---] million citizenships granted https://t.co/Mu0wtXiuB9 The number of temporary visa holders in Australia just hit an all time record high of [--] million three months before our usual yearly peak in March. Plus [---] million on permanent visas. [---] million visa holders in the country right now. And the [---] million citizenships granted"  
[X Link](https://x.com/torovictorioso/status/2021287099404857846)  2026-02-10T18:16Z [----] followers, [---] engagements


"The quarter immediately following a crypto crash is weak for $COIN (so Q1 [----] will be weak) . however the trading revenue is still higher than previous weak periods . $764M vs $572M . also expect higher trading revenue from commodities stocks and prediction markets going forward. https://twitter.com/i/web/status/2018299886433685523 https://twitter.com/i/web/status/2018299886433685523"  
[X Link](https://x.com/torovictorioso/status/2018299886433685523)  2026-02-02T12:26Z [----] followers, [---] engagements


"Everything exchange . low hanging fruit 🤔 My take on @coinbase . brokers like $HOOD and $IBKR added crypto late but much earlier the $COIN added stock. When an exchange adds new products I call this low hanging fruit or a 1-10 yard throw. This is because the ROI is immediate and typically high. $COIN only added stocks and prediction markets recently . but it shows that they do low low hanging fruit. But what was coin investing in earlier on in priority to stocks and prediction markets. Well they were doing other low hanging fruit . membership tiers cash back credit cards going deep in many"  
[X Link](https://x.com/torovictorioso/status/2018609227238097121)  2026-02-03T08:55Z [----] followers, [---] engagements


"@jack rigid mindset is biting him in the arse. It turns out Revolut Wise and @coinbase had the superior approach . global expansion trumps innovation heavy. $XYZ spent $500-600 million a quarter of product development (mostly super inefficient due to bad management and sub par culture) . this $15B investment can now be reproduce using anthropic for more than an order of magnitude less and in well under a year. @blocks software moat is gone overnight. Revolut Wise and Coinbase spent time expanding globally and they can now use AI to backfill software. @jack needs to address this on the Q4 call"  
[X Link](https://x.com/torovictorioso/status/2019734989932466467)  2026-02-06T11:28Z [----] followers, [---] engagements


"$AFRM is full of a bunch of fighters 👇🏼 Buy now pay later may soon come to rent. CNBC reports Affirm is partnering with Esusu to let eligible renters split rent into two biweekly payments at 0% interest with no late fees starting with a pilot. Buy now pay later may soon come to rent. CNBC reports Affirm is partnering with Esusu to let eligible renters split rent into two biweekly payments at 0% interest with no late fees starting with a pilot"  
[X Link](https://x.com/torovictorioso/status/2019827149889499320)  2026-02-06T17:34Z [----] followers, [---] engagements


"Calling BS The UI has improved the main app is transitioning to the TradFi everything exchange . the second App will likely win the DeFi App race (digital wallet) . USDC will dominate stablecoins and @base is doubling transactions per day every [--] months (19.5 million now). $COIN is looking great but it has a gap to fill . winning hearts and minds . @brian_armstrong needs to figure out the alpha in marketing branding selling. We need something to go viral @TrendSpider I dont think $COIN is gmi. The idea of a crypto-only platform makes less and less sense. Competitors encroaching on all fronts."  
[X Link](https://x.com/torovictorioso/status/2020540816687759468)  2026-02-08T16:50Z [----] followers, [---] engagements


"Cool 👇🏼 $GRAB BREAKING $GRAB Top Leader in BNPL🚨🚨🚨 Industry reports position Grab PayLater as a top leader in SEA's BNPL space. Platform-embedded BNPL (tied to super apps and e-commerce) dominates the region and Grab is frequently highlighted as a primary access point for consumers in https://t.co/l1gIqKZKl6 BREAKING $GRAB Top Leader in BNPL🚨🚨🚨 Industry reports position Grab PayLater as a top leader in SEA's BNPL space. Platform-embedded BNPL (tied to super apps and e-commerce) dominates the region and Grab is frequently highlighted as a primary access point for consumers in"  
[X Link](https://x.com/torovictorioso/status/2020892668851896659)  2026-02-09T16:08Z [----] followers, [---] engagements


"Institutions . see @truflation numbers and be like . who wins if interest rates crash 👇🏼 Crazy that institutional buys are starting to buy into $OPEN ever since [----]. But it makes sense. $OPEN is not only holding this two-week bull market support band but it's been holding this for [--] days in a row. This could move fast - don't miss out https://t.co/eRKvJyn8Rm Crazy that institutional buys are starting to buy into $OPEN ever since [----]. But it makes sense. $OPEN is not only holding this two-week bull market support band but it's been holding this for [--] days in a row. This could move fast -"  
[X Link](https://x.com/torovictorioso/status/2020894401887924247)  2026-02-09T16:15Z [----] followers, [---] engagements


"Oh dear . but I agree. My bearishness increased dramatically recently and it's mainly because of what anthropic and Google have been dropping. We can absolutely in a new era of disruption and PayPal is super vulnerable. It will be gutted by competitors over the next few years . and is clueless how to fight back. The world is just moving too fast now. $PYPL $PYPL Truist maintains sell rating and lowers price target to $39. Heres how I see ittheres a good and a bad side: The bad: Sentiment will likely stay negative at least until Q1 earnings or until the new CEO provides clarity on the companys"  
[X Link](https://x.com/torovictorioso/status/2021251402979475576)  2026-02-10T15:54Z [----] followers, [---] engagements


"To make this clear . @coinbase isn't trying to disrupt $IBKR . it's trying to work with companies so everyone wins . sharing infrastructure . so folks don't have to build their own. 👇🏼 BREAKING: INTERACTIVE BROKERS EXPANDS CRYPTO FUTURES OFFERING WITH COINBASE DERIVATIVES - ANNOUNCES LAUNCH OF PRODUCTS WITH MONTHLY EXPIRATIONS OR AS PERPETUAL-STYLE CONTRACTS WITH TRADING AVAILABLE 24/7 SOURCE: https://t.co/O9Dd4zHwuf https://t.co/mI1pPcMaX0 BREAKING: INTERACTIVE BROKERS EXPANDS CRYPTO FUTURES OFFERING WITH COINBASE DERIVATIVES - ANNOUNCES LAUNCH OF PRODUCTS WITH MONTHLY EXPIRATIONS OR AS"  
[X Link](https://x.com/torovictorioso/status/2021259908537254059)  2026-02-10T16:28Z [----] followers, [---] engagements


"$HOOD cryptocurrencies revenue of $221 million down 38% . actually not too bad given the monster [----] Q4 for crypto trading revenue"  
[X Link](https://x.com/torovictorioso/status/2021331784970142008)  2026-02-10T21:13Z [----] followers, [---] engagements


"@hishboy @baseapp @coinbase Not sure if I agree 🤔"  
[X Link](https://x.com/torovictorioso/status/2021370176630030813)  2026-02-10T23:46Z [----] followers, [--] engagements


"👇🏼 @base @baseapp @coinbase @kimo046 @torok_tomi putting aside the ad itself it's worth noting that base is run basically as a startup within coinbase. every year we get a revenue + cost target (set in collaboration with the exec team) and then we have to work within that to make base the best it can be. to be honest this @kimo046 @torok_tomi putting aside the ad itself it's worth noting that base is run basically as a startup within coinbase. every year we get a revenue + cost target (set in collaboration with the exec team) and then we have to work within that to make base the best it can"  
[X Link](https://x.com/torovictorioso/status/2021481941078606227)  2026-02-11T07:10Z [----] followers, [--] engagements


"It really frustrats me that @base builders believe they own the @baseapp . they don't. Build on @solana . they is no dominant Solana App. Essentially @coinbase is building the @baseapp to bring a billion users on-chain . and thousands of shitty DApps aren't helping this mission. Only building quality DApps will help this mission. Many builders on @base have a sense of entitlement . but guess what . if you build crap then @coinbase doesn't care about you . build quality and Coinbase is very engaging. Note: the crap builders are the loudest voices of criticism. https://t.co/syNgf0blI5"  
[X Link](https://x.com/torovictorioso/status/2021500309919629603)  2026-02-11T08:23Z [----] followers, [---] engagements


"@CryptosR_Us @coinbase 👀"  
[X Link](https://x.com/torovictorioso/status/2021500656977051679)  2026-02-11T08:24Z [----] followers, [--] engagements


"@brian_armstrong Have you got a great team working on . winning hearts and minds Innovation is useless if it isn't monetized . @coinbase has innovation coming out it's ears . let monetize"  
[X Link](https://x.com/torovictorioso/status/2021669757137895589)  2026-02-11T19:36Z [----] followers, [--] engagements


"Call me bat shit crazy but $COIN at $700 is incoming 🤯"  
[X Link](https://x.com/torovictorioso/status/2019540699742654749)  2026-02-05T22:36Z [----] followers, [----] engagements


"Folks buying and getting in the que 👇🏼 $ETH $ETH entry queue is now at [-------] its highest level ever. Ethereum staking demand is still here. https://t.co/Fo2474uYkg $ETH entry queue is now at [-------] its highest level ever. Ethereum staking demand is still here. https://t.co/Fo2474uYkg"  
[X Link](https://x.com/torovictorioso/status/2021554632120783339)  2026-02-11T11:59Z [----] followers, [--] engagements


"@jack meeting with his management team . time to put on the big boy pants guys . you're in a fight for your lives $XYZ"  
[X Link](https://x.com/torovictorioso/status/2021584459137474911)  2026-02-11T13:57Z [----] followers, [---] engagements


"$COIN is positioning itself as the "Android of trading" (open developer-friendly enabling a wide ecosystem of third-party players) while $HOOD operates more like the "iOS of trading" (polished closed/gated vertically integrated for a seamless end-user experience)"  
[X Link](https://x.com/torovictorioso/status/2021616651100467466)  2026-02-11T16:05Z [----] followers, [---] engagements


"Who will win the finance super app wars . $COIN vs $HOOD 👇 https://open.substack.com/pub/torovictorioso/p/the-ios-vs-android-battle-in-financer=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/torovictorioso/p/the-ios-vs-android-battle-in-financer=4gewbm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/torovictorioso/status/2021624287187390926)  2026-02-11T16:36Z [----] followers, [---] engagements


"So before . you have agents permissions for your wallet . not you can give them their own wallet . super cool 👇🏼 $COIN @base Every AI agent deserves a wallet 💙 https://t.co/LJXNdPlpAN Every AI agent deserves a wallet 💙 https://t.co/LJXNdPlpAN"  
[X Link](https://x.com/torovictorioso/status/2021667908485775410)  2026-02-11T19:29Z [----] followers, [---] engagements


"👇🏼 $COIN We just made the most talked about commercial in America. Some people loved it some people hated it. But millions sang along. https://t.co/Pg2i6DUOeF We just made the most talked about commercial in America. Some people loved it some people hated it. But millions sang along. https://t.co/Pg2i6DUOeF"  
[X Link](https://x.com/torovictorioso/status/2021756481125986330)  2026-02-12T01:21Z [----] followers, [---] engagements


"I didn't see @jack wearing a @CashApp shirt . Why . because he doesn't care . @jack doesn't live and breathe @blocks . he has a big stake in spacex/XAI . which will be worth much more than his $XYZ stake 🤷🏼♂🤦🏼♂"  
[X Link](https://x.com/torovictorioso/status/2020887719711580269)  2026-02-09T15:49Z [----] followers, [----] engagements


"Very unpopular opinion at this exact point in time . a strong economy HELPS $HOOD & $COIN The common belief is that investors are retrenching . volumes will crash. This makes no sense . folks will have more money for investment in [----] than they did in [----]. Reshoring and exiting immigrants funnels money to American citizens . who are the investors. Illegal Aliens were never buying stocks . they were sending money home. 🔥🚀 https://twitter.com/i/web/status/2021583409982631940 https://twitter.com/i/web/status/2021583409982631940"  
[X Link](https://x.com/torovictorioso/status/2021583409982631940)  2026-02-11T13:53Z [----] followers, [---] engagements


"I'm at $700 . what's this $350 nonsense $COIN 😉 $COIN : H.C. Wainwright reiterates cuts  $ Analyst expects 4Q25 revenue & EBITDA miss flags EPS loss optics but remains buyer on weakness as risk/reward skews upside. https://t.co/1jRGZzQ2DC $COIN : H.C. Wainwright reiterates cuts  $ Analyst expects 4Q25 revenue & EBITDA miss flags EPS loss optics but remains buyer on weakness as risk/reward skews upside. https://t.co/1jRGZzQ2DC"  
[X Link](https://x.com/torovictorioso/status/2021695263849804079)  2026-02-11T21:18Z [----] followers, [---] engagements


"Considering that the border is closed and illegals are being exited . these numbers are actually excellent 👍🏼 JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3%"  
[X Link](https://x.com/torovictorioso/status/2021924410148737352)  2026-02-12T12:28Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing