- Newsletter RECAP: NOT BULLISH ENOUGH ON SPACEX — InvestAnswers
InvestAnswers recaps Elon's extreme bullishness on SpaceX (claims of $100T+ value in 10 years), a new compute-focused price model, Ron Baron's $50T view, and rising odds of a SpaceX-Tesla merger.
- Post Nine major issuers veto tokenized stock listings on OKX and ICE — Lark Davis
Lark Davis notes that under a recent SEC rule issuers can veto tokenized listings of their US stock, and nine major names including Broadcom and Verizon just said no to OKX and ICE.
- Post Lark Davis: window for high-risk, high-reward plays is closing — Lark Davis
Lark Davis says there may only be a few months left to accumulate before the window for high-risk, high-reward opportunities closes.
- Post InvestAnswers on ARK's new Tesla model — InvestAnswers
ARK's new base case puts TSLA at $4,400 by 2031, a 64% CAGR driven almost entirely by Robotaxi with little credit for Optimus; InvestAnswers thinks Tesla becomes part of SPCX well before then.
- Post Lark Davis: possible clean slate for unreported crypto trades — Lark Davis
Lark Davis says lawmakers in Washington are weighing a bill that could give US taxpayers a clean slate for crypto trades they failed to report in past years.
- Post All-In Interview: Figma CEO Dylan Field — The All-In Podcast
The All-In Podcast releases its interview with Figma co-founder and CEO Dylan Field, covering design as the new code, Figma versus frontier AI labs, the 'SaaSpocalypse', and creativity in the AI era.
- Post New IA video: Nowhere near bullish enough? — InvestAnswers
InvestAnswers' new video breaks down Elon's $100T SpaceX claim, the compute shock, orbital inference, Terafab and the Tesla merger rumour.
- Post Solana Alpenglow coming earlier than expected — Crypto Banter
Anza says Solana mainnet epoch 1064 is running ahead of schedule, pulling the Alpenglow activation forward; an updated countdown comes tomorrow.
- Post Careers now compound in jumps — Lark Davis
Lark Davis says careers now jump or collapse suddenly, so build optionality while you still have a paycheck.
- Post Jason quotes Taylor Lorenz on Dylan Byers — @jason
Jason jokes about Taylor Lorenz's post criticizing journalist Dylan Byers for flattering executives.
- Post All-In interview show won't let guests set conditions — @jason
Jason says All-In interview guests can't set conditions or choose which besties appear, says some have tried, and promises to call it out if it happens.
- Post All-In Summit networking dinners at The ROW DTLA — The All-In Podcast
The All-In Podcast highlights the curated, intimate networking dinners it hosted at The ROW DTLA during this year's All-In Summit so attendees could connect and close deals.
- Post Jason: 'We're gonna solve housing with technology' — @jason
Jason quotes ICON's 3D-printing update: 10 U.S. Army barracks at Fort Bliss built in 9 months instead of 24, saving $5.2 million and adding 560 beds.
- Post Andy Jassy: trying new AI chips no longer means rewriting code — Andy Jassy
Andy Jassy says testing a new AI chip used to mean rewriting and revalidating code for weeks, burying top engineers in plumbing work.
- Post Jason on Waymo's Chinese-built robotaxi cars — @jason
Reacting to a NY Post report that Waymo ordered thousands of Chinese-made cars, Jason says it's technically legal with a 100%+ tariff but not cost-effective and bad optics, so Waymo will need to phase them out.
- Post Ran Neuner: Elon 'created the ultimate airdrop' — Ran Neuner
Ran Neuner calls Elon Musk's plan to give one SpaceX share to every American kid next year 'the ultimate airdrop'.
- Post Ran Neuner: SpaceX share gift is an 'airdrop' — Ran Neuner
Ran Neuner quotes Anthony Pompliano's post that Musk will donate over $10 billion by giving one SpaceX share directly to every child born next year, calling it an airdrop.
- Post Crypto Banter: NEAR captures $8M+ in fees for buybacks — Crypto Banter
NEAR Protocol's Q3 report shows more than $8 million in fees captured for NEAR buybacks, over $52 million in total fees, and cumulative Intents volume above $32 billion, up 45% from Q2.
- Post Lark Davis: AI will make your skills cheaper first — Lark Davis
Lark Davis warns AI will cut the value of your skills before it makes life easier, and asks whether to prepare now or trust the system to adjust.
- Post Ran Neuner: expect big volatility before the midterms — Ran Neuner
Ran Neuner expects big market volatility over the 14 days before the US midterms, arguing voters' sense of feeling rich or poor will sway them and players know it.
- Post TWiST live: Anthropic gives away 5% of its shares — @jason
Jason's live broadcast covers Anthropic giving away 5% of its shares, collapsing junior tech hiring, Clone's muscle robot and more.
- Post Jason applauds one SpaceX share per American newborn — @jason
Jason calls Elon's plan to give one SpaceX share to every child born in America a stunning gift.
- Post Jason: be intentional with your friendships — @jason
Jason advises picking high-integrity friends, investing time in those relationships, and cutting or downgrading transactional people.
- Post Multicoin says HYPE is its largest position — Crypto Banter
Multicoin partner Spencer Applebaum told Bloomberg that Hyperliquid's HYPE is the $2.7B firm's biggest hedge fund holding, bought on public markets, as it holds out on AI.
- Post LayerZero teaser sparks Zero chain speculation — Crypto Banter
LayerZero posted a video teaser with a countdown starting tomorrow at 9 a.m. ET, and traders think it points to its institutional Layer-1, Zero.
- Post Google shows Gemini 4 Argon turning a desk into a 3D game — Google
Google demos Gemini 4 Argon orchestrating subagents, Blender MCP and Nano Banana to turn a photo of a real desk into a playable 3D race track.
- Post Murad: a billion AI agents will scam humans and each other — Crypto Banter
Crypto Banter clips Murad at Token2049 saying that within 3-4 years over a billion AI agents smarter than humans will enter blockchain, trading and scamming humans and each other.
- Post Amazon launches TorchNeuron to run PyTorch on Trainium — Amazon
Amazon introduces TorchNeuron, an open-source tool that lets developers run their PyTorch code on AWS Trainium chips with no rewrite.
- Post Lark Davis nears 10 years in crypto — Lark Davis
Lark Davis reflects on nearly 10 years in crypto, including mistakes and brutal bear markets, and says he now lives the life he dreamed of with his family.
- Post Ran Neuner: crypto investors, you have 14 days — Ran Neuner
Ran Neuner posts a video warning crypto investors they have 14 days.
- Post Ran Neuner: an AI trade unwind could spread beyond tech — Ran Neuner
Ran Neuner warns that AI firms' huge losses and growing debt could hit far beyond tech stocks if the AI trade unravels, with surging oil and the U.S. midterms making it a tough road for crypto, live on stream now.
- Post Meme coin hype can make everyone feel like they’re early, until they become the exit liquidity. — Lark Davis
Summary
Meme coin hype can make everyone feel like they’re early, until they become the exit liquidity. Viral narratives, FOMO, and sudden pumps can attract buyers right before insiders or early holders sell. Learn how hype-driven markets can trap late buyers and why risk management
- Post 🚨BITMINE JUST BOUGHT ANOTHER 12,535 ETH! — Crypto Banter
Summary
🚨BITMINE JUST BOUGHT ANOTHER 12,535 ETH! Tom Lee’s firm added 12,535 ethereum:native over the past week, lifting total holdings to 6.04 million tokens, 4.9% of supply and 99% of the way to its 5% target. Combined crypto, cash and securities now stand at $15.1B.
- Post 🚨 CRYPTO INVESTORS HAVE 14 DAYS TO GET THIS RIGHT! — Ran Neuner
Summary
🚨 CRYPTO INVESTORS HAVE 14 DAYS TO GET THIS RIGHT! The AI stock meltdown is just the beginning. Several major risks are converging, and the next two weeks could change everything for Bitcoin and crypto. I'm LIVE revealing what I'm watching and how I'm preparing for what's
- Post 🚨HYPERLIQUID L2 ELYSIUM MAINNET SET FOR NOVEMBER 9! — Crypto Banter
Summary
🚨HYPERLIQUID L2 ELYSIUM MAINNET SET FOR NOVEMBER 9! Kinetiq’s Hyperliquid L2 launches November 9, running on hyperliquid:native as gas while directing 50% of sequencer fees to open-market kinetiq:native buys that get fully burned. Built to supercharge spot trading, PropAMMs,
- Post I was reminded again today (again) that noting is more powerful than a happy investor! — Ran Neuner
I was reminded again today (again) that noting is more powerful than a happy investor!
- Post 🚨STRATEGY STACKS ANOTHER 267 BTC WHILE REPURCHASING $193M OF STRC! — Crypto Banter
Summary
🚨STRATEGY STACKS ANOTHER 267 BTC WHILE REPURCHASING $193M OF STRC! Strategy added 267 bitcoin:native in the week of Oct 12-18, extending its accumulation streak. It simultaneously bought back $193M in $STRC preferred shares as the USD Reserve dropped to $5.28B.
- Post Let’s get a feel for how locked in everyone is right now. — Crypto Banter
Let’s get a feel for how locked in everyone is right now. How much are you actually watching charts these days?
- Post "Black Monday" Fail, BTC charts, Ethereum problem, & Elon Giving Away SpaceX — Lark Davis
"Black Monday" Fail, BTC charts, Ethereum problem, & Elon Giving Away SpaceX
- Post 🚨72% OF ROBINHOOD CHAIN VOLUME IS WEEKENDS AND AFTER HOURS! — Crypto Banter
Summary
🚨72% OF ROBINHOOD CHAIN VOLUME IS WEEKENDS AND AFTER HOURS! @JohannKerbrat of @RobinhoodCrypto with @cryptomanran at @token2049 says instant settlement is a game changer. Markets don’t stop on Friday night. People still get news and need to hedge or adjust positions when
- Post 🚨PULSECHAIN ECOSYSTEM GETS CRUSHED IN BRUTAL WEEK! — Crypto Banter
Summary
🚨PULSECHAIN ECOSYSTEM GETS CRUSHED IN BRUTAL WEEK! Core PulseChain tokens posted severe 7-day losses while Bitcoin and Ethereum barely moved. $HEX fell 63%, $PLSX dropped 58%, $PLS lost 52%, and $PRVX shed 66%. $eHEX and $INC also finished the week down more than 47%. The
- Post This is my crypto origin story. — Lark Davis
Summary
This is my crypto origin story. Most people get sucked into this space by a crypto bro on Twitter, a tech genius flatmate, or a degenerate Reddit thread. Mine started with a phone call from my mother. It was mid-2017. I was living in New Zealand, working as a school teacher.
- Post 🚨NEAR ETF ADDS $11.65 MILLION WHILE BITCOIN AND ETHEREUM ETFS BLEED! — Crypto Banter
Summary
🚨NEAR ETF ADDS $11.65 MILLION WHILE BITCOIN AND ETHEREUM ETFS BLEED! Bitwise’s U.S. spot near:native ETF, pulled in roughly $11.65 million last week with zero outflow days, per SoSoValue data. Over the same stretch $BTC ETFs lost about $229 million and $ETH funds shed roughly
- Post Ahead of its IPO, Anthropic plans to commit 5% of its equity to a flexible Public Benefit Fund for public-interest in... — Lark Davis
Summary
Ahead of its IPO, Anthropic plans to commit 5% of its equity to a flexible Public Benefit Fund for public-interest initiatives, including AI labor disruption, with board discretion to add 2% for every 50% valuation gain. Combined with co-founders pledging 80% of their equity and
- Post 🚨ZCASH DEVELOPERS SET NU7 MAINNET ACTIVATION HEIGHT TOMORROW! — Crypto Banter
Summary
🚨ZCASH DEVELOPERS SET NU7 MAINNET ACTIVATION HEIGHT TOMORROW! Zcash developers review NU7 testnet results and lock in the mainnet activation height on October 20. The current target is November 5. The upgrade cuts zcash:native block times from 75 seconds to 25 seconds and
- Post 🚨THE HOLY GRAIL FOR CRYPTO! — Crypto Banter
Summary
🚨THE HOLY GRAIL FOR CRYPTO! @DTAPCAP on Crypto Insider with @cryptomanran says looking out 3 to 7 years, the biggest opportunity is tokenizing illiquid assets. Almost no one is doing it because it’s still hard. Unlock the $300-500 trillion sitting in global real estate and you
- Post According to @coingecko 2026 Q3 Crypto Industry Report, prediction market volume surged +65.6% QoQ to $189.7B, more t... — Lark Davis
Summary
According to @coingecko 2026 Q3 Crypto Industry Report, prediction market volume surged +65.6% QoQ to $189.7B, more than doubling Q1 and setting a new ATH of $79.5B in September! Key takeaways: • Kalshi captured 76.5% of total September volume after a +65.8% (+$20.8B) MoM
- Post Second amendment doesn’t seem so crazy when you witness a shop keeper trying to defend their property and livelihood ... — @jason
Second amendment doesn’t seem so crazy when you witness a shop keeper trying to defend their property and livelihood does it?
- Post Sigh 😔 — @jason
Sigh 😔 Was enjoying my regular trips to the region
- Post Circle is targeting 40 developing markets across LatAm, SE Asia, Africa, and the Middle East, according to CEO Jeremy... — Lark Davis
Summary
Circle is targeting 40 developing markets across LatAm, SE Asia, Africa, and the Middle East, according to CEO Jeremy Allaire. Even though $USDC ($72.5B) is much smaller than $USDT ($183.4B) by market cap, Bernstein reports it now handles over 60% of adjusted transaction volume
- Post Gm… looks like we dodged Black Monday so far. — Crypto Banter
Gm… looks like we dodged Black Monday so far. What do you think?
- Post 🚨WORLD ROLLS OUT IDENTITY TOOLS FOR BANKS TO FIGHT DEEPFAKES! — Crypto Banter
Summary
🚨WORLD ROLLS OUT IDENTITY TOOLS FOR BANKS TO FIGHT DEEPFAKES! Sam Altman’s World has launched its first industry-specific World ID suite for banks and financial firms, bundling the app, Zoom verification, and agent tools. World ID for Zoom is now generally available after a
- Post According to @coingecko 2026 Q3 Crypto Industry Report, total crypto market cap rose +39.6% to $3.0T, ending 3 straig... — Lark Davis
Summary
According to @coingecko 2026 Q3 Crypto Industry Report, total crypto market cap rose +39.6% to $3.0T, ending 3 straight down quarters! Key takeaways: • Gains concentrated in August (+21.8%), hitting a peak of $3.03T on Sep 21 before closing at $2.96T. • The rally sped up on
- Post Serious question the press is too lazy/stupid to ask: — @jason
Serious question the press is too lazy/stupid to ask: How much has the Trump family donated to @TrumpAccounts? My reasonable suggestion is half of their gains during the 47th term.
- Newsletter RECAP: SPACEX VS MSTR — InvestAnswers
InvestAnswers compares MicroStrategy and SpaceX upside, walking through MSTR targets under different Bitcoin prices and mNAV premiums, and concludes SpaceX is the better compounder through 2030 despite its execution risks.
- Post Jason: 'Nailed it' — @jason
Jason shares a short video clip from @C_3C_3 with the comment 'Nailed it'.
- Post Jason praises Grammarly's new iOS keyboard — @jason
Jason says the latest Grammarly keyboard update for iOS is insanely good.
- Post Jason on Milan riots: 'Get trained, stay strapped' — @jason
Quoting a viral clip of a man fending off looters in Milan, Jason says riots like that wouldn't happen in Texas or LA's Koreatown and urges people to get trained and armed.
- Post Jason lists stocks he thinks are at generational bottoms — @jason
Jason lists public stocks he owns and considers undervalued, including TSLA, UBER, NU, HOOD, DASH, AMZN, PONY, BIDU and LCID, plus private holdings like Zipline, micro1 and Superhuman.