Social in 2025 is an idealistic unbundling

Twitter leaned left, while X now leans right
Bluesky went left and tradmeda followed
Truth Social is new media right
Substack & Spotify for new media
TikTok shows you what you want, not what others think
Instagram is a mirage of life of the rich & happy

A tale of two meme ̶t̶o̶k̶e̶n̶s̶ stocks

Today Reddit ($RDDT) is IPO'ing at $6.4B.

Tomorrow the SPAC $DWAC ($1.2B) is voting to merge with Truth Social under the new ticker $DJT, the initials of the one and only Donald John Trump.

"NFTs are going to be okay me thinks."

https://x.com/eli_schein/status/1770636899826208778?s=20

a tail of market caps

MSFT - $3.2 trillion
AAPL - $2.7 trillion
✨ all of crypto - $2.5 trillion ✨
NVDA - $2.2 trillion

While Music NFTs may seem like a sure things to collectors, they are definitely not a consensus bet.

Investors love talking about them but few have placed meaningful bets.

I'm not normally a P/E guy but...

$COIN = 2,309.73x
$PLTR = 259.67x
$NVDA = 73.64x

Rotating out of a few domains. DM if interested in any of the following websites.

decentralize.vegas
decentralizevegas.com
fiatisfiction.com
satoshis.love

SEX PISTOLS - NO FEELINGS

https://youtu.be/wHiGR0iuTUo?si=Uv3-odlTeh1gXy5H

A lot of people flying to Paris losing passports out there this week. Watch what you sign, anons.

Grok sounds gross.