Maselone

🔹 2010: When 5 BTC Was Free – The Greatest Trade No One Saw Coming

Imagine stepping into a time machine and landing in 2010. You visit a simple website, solve a captcha, and receive 5 BTC for free. No hype, no speculation—just digital gold being handed out like spare change.

Fast forward to today, and those 5 BTC are worth nearly $350,000. What once seemed like an experiment is now the backbone of a trillion-dollar industry.

⏳ The Lessons from History
• Scarcity breeds value: Bitcoin’s supply remains capped at 21M, and every cycle proves that fewer people truly “own” BTC than they think.
• Narrative shifts create wealth: In 2010, BTC was internet magic. In 2024, it’s a financial revolution backed by institutions and nation-states.
• Early adoption isn’t about luck—it’s about conviction: Those who dismissed BTC in 2010 as “worthless” missed out on one of the greatest financial opportunities in history.

🚀 The Future Is Still Unwritten

Yes, Bitcoin at $75K feels expensive. But so did $100, $1,000, and $10,000 at different points in time. If history has taught us anything, it’s that today’s skeptics are tomorrow’s regretful onlookers.

What will your future self wish you had done today?

Tonight is going to be really interesting: $AAPL

The stock market has entered extreme fear territory.
BUY THE DIP?
$BTC

Apple earnings:

• Revenue: $114.48B vs $113.39B expected
• EPS: $2.10 vs $1.99 expected
$AAPLB

PALANTIR $PLTR
Q3’26 EARNINGS HIGHLIGHTS

🔹
Revenue: $2.31B (Est. $2.18B)
🟢
; +96% YoY

🔹
Adj. EPS: $0.44 (Est. $0.41)
🟢

🔹
US Commercial: $984M (Est. $943M)
🟢
; +148% YoY

🔹
Adj. Op Income: $1 .43B (Est. $1 .26B)
🟢

Raises FY26 Guide:

🔹
Revenue: $8.530B-$8.534B (Est. $8.2B)
🟢

🔹
Adj. Op Income: $5.245B-$5.249B (Est. $4.76B)
🟢

🔹
Adj. FCF: $4.80B-$5.00B (Est. $4.52B)
🟢

🔹
US Commercial Revenue: >$3.6B

Q4 Guide:

🔹
Revenue: $2.649B-$2.653B (Est. $2.46B)
🟢

🔹
Adj. Op Income: $1 .640B-$1 .644B (Est. $1 .41B)
🟢

Revenue Breakdown:

🔹
US Revenue: $1 .94B; +119% YoY

🔹
US Government: $953M (Est. $862M)
🟢
; +96% YoY

Other Q3 Metrics:

🔹
Adj. Oper Margin: 62%

🔹
Rule of 40: 158%

🔹
TCV: $2.92B; +6% YoY

🔹
US Commercial TCV: $1 .46B; +11% YoY

🔹
US Commercial RDV: $6.52B; +79% YoY

Key Updates:

🔸
Closed 212 deals of at least $1 million, 107 deals of at least $5 million, and 64 deals of at least $10 million

Comments:

🔸
“The Sovereign AI movement is imposing the most dramatic dichotomy between haves and have nots that I have witnessed in 30 years of business. Every institution—government and commercial—is rapidly being forced, voluntarily or not, into one of these two categories,”

🔥ATTENTION🔥

U.S. ELECTIONS ARE TOMORROW, AND BITCOIN FOLLOWS A PATTERN FEW PEOPLE KNOW ABOUT

📍 2014: #Bitcoin hit a bottom 71 days later, at $170.
📍 2018: It hit a bottom 39 days later, at $3,200.
📍 2022: It hit a bottom 13 days later, at $15,500.

And what happened after those bottoms?

▪️ From $170 to nearly $20,000 in 2017: over 100x.
▪️ From $3,200 to $64,000 in 2021: 20x.
▪️ From $15,500 to $126,000 in 2025: 8x.

🧨 And there’s one detail no one mentions: each time, the bottom was reached faster—71 days, then 39, then 13.

📍 In all three scenarios, the moment of greatest fear turned out to be the best buying opportunity of the cycle.
📍 The elections are tomorrow, November 3rd.

Do you think the pattern will repeat this time?
$BTC

Vice President #jdvance says he is optimistic about reaching a deal with Iran.
$BTC
$TRUMP

Bitcoin crashed after the last 3 US midterms.

2014: -61%
2018: -52%
2022: -26%

Midterms are tomorrow. Should we be scared?
$BTC

#Midterms ARE TOMORROW.

Here is the stat almost nobody brings up.

The #S&P500 has never been lower 12 months after a midterm election. Not once in 19 tries going back to 1950. Wars, oil shocks, recessions, it didn't matter.

Average gain over those 12 months is about 15%. Measured by calendar year instead, the year after a midterm has averaged a 20.9% total return.

Baird ran it from the midterm year's actual low and got 32%.

So why is everyone miserable right now?

Because the Shiller CAPE is at its second highest reading in history. The only time it was higher was late 1999. The Buffett indicator sits around 235%, also near a record.

That is the real bear case and it has nothing to do with who wins tomorrow.

🚨
BREAKING

The #TRUMP administration is down nearly $26 BILLION this month.

That’s a -44% decline on their investments
$TRUMP

JUST IN: #TRUMP declares oil prices are "dropping like a rock"
$BZ $CL

$1 Trillion has now been wiped out from the US stock market since today's peak.
#November
The market seems to no longer believe in fake deal news.
$AAPL $NVDA

🚨 BREAKING

#NancyPelosi is down ~60% on her Intel investment.

She invested $2.7m into the stock back in May and July, the investment is now worth ~$1.1m $INTC

JUST IN: #JPMorgan warns stocks could plunge after the midterms if US-Iran tensions escalate #USMidterms

NOTE: For context, history has leaned the other way: the S&P 500 was higher 6 months after all 19 midterms since 1950. The catch this time is the starting point. $SPY
sits ~5% above our fair value estimate.

UPDATE
$QQQ
WE ARE NOT BACK
💀

$BTC
has never printed a red October and a green November

You know what this means, right?

BREAKING: Intel is down ~45% since #JimCramer said “Intel is the one” $INTC

The Intel situation is insane.
$INTC
is now down another -6% today after falling -29% on Friday in its biggest decline since 1971.

This puts the stock down -57% from its record high seen just 86 trading days ago.

That's -$440 billion of market cap.

But, it gets better.

Despite this historic reversal, the stock is STILL up +58% this year.

What a time to be an investor.

19.2% of American homeowners with a mortgage have a rate below 3%.

49.1% are below 4%. 65.6% are below 5%.

The
market
rate is 7.24%.

Those people are never selling, and that's the entire housing
market right now.
$ALL

JUST IN: Crypto is dumping again

$BTC falls under $77,000
$ETH falls under $2,250
$XRP falls under $1.25
$SOL falls under $95

Over $100,000,000 worth of longs liquidated from the cryptocurrency market in the past 60 minutes.