Mark W. Yusko - Two Point One Quadrillion

BREAKING: Oracle stock, $ORCL, falls -5% after Microsoft ends its deal to rent AI cloud capacity from the company. Oracle is now down -68% from its record high.

Tech is recovering today... that doesn't mean the selling is over Right before the 2000 dot-com crash, the S&P rallied 12% to reclaim its previous highs... Those who went max long because “the internet is the future” were right, but still lost 50% over the next 2 years. To make sure every last bull stayed in (and then got wiped out), we had 3 separate 20% bear market rallies... Only after everyone was fully shaken out did we bottom in 2002. It then took ~14 years just to break even on a nominal basis... And by that point, most developed PTSD and were too scarred to participate in the next bull run. Lesson: Don't participate in historically overvalued markets, especially not when that overvaluation coincides with the biggest supply crisis in human history

At Morgan Creek Capital Management, @MarkYusko has talked for years about how so many of these ‘hedge’ funds aren’t actually ‘hedge(d)’!

First, Satoshi was misunderstood. Then @MarkYusko Then Michael @saylor Then @TimKotzman Then @PunterJeff Then @AdamBLiv Then @RobinSeyr A tale as old as time. First they ignore you. Then they ridicule you. Then they question your sanity. Then they quietly adopt your ideas. Being early is often indistinguishable from being wrong or crazy. Until it isn’t.

Hyperscalers have $4T in debt not reflected on their balance sheet. Creative accounting FTW

Today NASDAQ lost more than its entire valuation at the bottom of 2002.

Every generation learns old lessons anew.

*ANTHROPIC’S EXPECTED IPO VALUATION DROPS FROM $1.5 TRILLION TO $500 BILLION CITES "SURPRISING" LACK OF INVESTOR DEMAND

The worst momentum crash in 40 years Unless you are +60 years old and investing since very young you haven’t seen anything like this

The S&P 500 is down less than 6% from its all time peak close. This is not even a bear market yet. (Bear market =20% down...) Hey - its not even a correction yet. (10% down...)

BREAKING: SAMSUNG JUST ANNOUNCED THEY JUST LAUNCHED CRYPTO PAYMENTS FOR 82,000,000 USERS TODAY THE WORLD'S LARGEST SMARTPHONE COMPANY IS OFFICIALLY EMBRACING #BITCOIN AND CRYPTO THIS IS MASSIVE 🔥

The PERFECT explanation on why you should BUY the Bitcoin dip.

The next time someone tells you that markets are rational remember that in 2026 pretty much every company simultaneously announced that they were going to borrow a quadrillion dollars to build 420 data centers in six months with chips they didn’t have powered by electricity they couldn’t get from turbines that weren’t built sent through transmission lines that didn’t exist and everybody was like “Cool, cool. Sounds good. Solid plan.”

🎃 Happy HODLween — blood in the street 🩸 New @digitalcurrents w/ @MarkYusko: 🪦 Binance hack 🧟 Kalshi breach 📉 $GOOGL -$500B 👻 $MSFT buyouts 💀 $INTC -30% 🧊 Fed holds 📈 Anthropic's valuation run 🎥 youtu.be/RmdulfuY6-g 🎧 podcasts.apple.com/us/podcas… Stay Current!

What happens to Bitcoin after a major hack?

Howard Marks on the AI Boom: Why Today Rhymes With the Dot-Com Bubble youtu.be/UC6XCGsj444?is=Oenp… via @YouTube

$CRWV expenses and losses are growing faster than revenue. These are easy lies to prove. Hallmark bankruptcy.