📊 Bill Ackman’s Top Stock Picks in 2025

Bill Ackman keeps his $13.7B Pershing Square portfolio ultra-concentrated - just 10 names.

Each one is a high-conviction bet he’s willing to hold for years.

🟡 Uber ($2.8B, 20%)
His biggest position. Ackman sees Uber as the global ride-hailing and delivery leader with improving profitability and sticky recurring revenue.

🟡 Brookfield Corp ($2.5B, 18.5%)
A giant in alternative asset management: real estate, infra, renewables, private equity. Stable cash flow and global diversification.

🟡 Alphabet ($2B+, 15%)
Heavy exposure to Google’s ad empire, Cloud growth, and AI bets. Ackman doubled down on GOOGL. He calls YouTube the most undervalued part of Big Tech.

🟡 Restaurant Brands Intl. ($1.5B, 11%)
Burger King, Tim Hortons, Popeyes, Firehouse Subs. A pure global franchising play with long runway for expansion.

🟡 Amazon ($1.28B, 9%)
E-commerce dominance plus AWS as one of the most profitable cloud businesses. Also a bet on AI scaling margins.

🟡 Howard Hughes Holdings ($1.27B, 9%)
Master-planned communities and urban mega-projects. Ackman likes the long-term value creation in real estate despite cycles.

🟡 Chipotle ($1.2B, 8.8%)
One of his long-time favorites. Stock is down, but he sticks with the brand’s pricing power and expansion potential.

🟡 Hilton Worldwide ($807M, 6%)
Asset-light franchising model, strong global brand, consistent fee income. A stable hospitality compounder.

🟡 Hertz Global ($104M, <1%)
Tiny, risky bet. Struggling with EV transition and rental demand. More of a speculative flyer than a core holding.

🟡 Seaport Entertainment ($94M, <1%)
Small but fast-growing leisure and entertainment play. Already up 40% since entry.

👌 @education

⏰In 2013, a Bitcointalk user drunkenly typed “I AM HODLING” after a 39% crash.

– That misspelling became Bitcoin’s most famous strategy.

👌 @education

💔 BTC Dominance feels like a lover has left.

🗿 It hasn't dropped this much even at the end of last year. This is just the beginning; if we manage September well with Jerome uncle, pro max growth is still ahead.

👌 @education

🪙 UAE has joined the ranks of major Bitcoin holders

According to Arkham data, the United Arab Emirates (UAE) is now among the top 4 largest state holders, possessing 6,333 BTC (approximately 740 million dollars).

The important point is that, unlike the US or Germany, the assets in the UAE have not been confiscated but were mined by Citadel Mining, a company associated with the Abu Dhabi Sheikh family.

👌 @education

🔹 Chainlink has started collaborating with the US Department of Commerce to bring macroeconomic data onto the blockchain.

🤝 The US government plans to store important economic data such as GDP (Gross Domestic Product) and inflation index on the blockchain. Chainlink is using a special "oracle" technology to connect this data to the blockchain through smart contracts.

⚪️🔺 The project has been launched on 10 blockchain networks (Ethereum, Avalanche, and others). The data is updated monthly or quarterly.

📈 Today, against the backdrop of this news, $LINK rose by more than 5%. Even large financial institutions like SWIFT are increasingly likely to adopt $LINK.

👌 @education

✋ Why most traders quit — and what you can learn from it

Trading looks exciting from the outside, but most beginners don’t last. The path is long, filled with losses, and demands far more patience than people expect.

Here are the biggest reasons traders give up, and the lessons hidden in them:

🟡Blowing up the account

The fastest way to exit trading is to lose everything too soon. Beginners often risk too much, chase random signals, and hope luck saves them. When the account is gone, the journey ends.
The lesson: survival comes before profit. Without risk management, there is no second chance.

🟡False expectations

Marketing promises easy money, automated systems, and quick success. Reality is different: endless study, constant uncertainty, and no shortcuts. Many leave disappointed.

The lesson:

trading is not a lottery ticket, it’s a craft that takes years to build.

🟡Discouragement from losses

Losing trades are inevitable. Even the best lose often, but they size correctly and move on. Beginners treat every red trade as personal failure, which leads to fear or revenge-trading.

The lesson:

treat losses as tuition, not disaster.

🟡Losing the zone

Every trader knows the flow state, when setups are clear, confidence is high, and execution feels easy. But life interrupts: personal issues, big losses, or simple burnout. Many never get back.

The lesson:

discipline means restarting small, rebuilding momentum, and staying consistent.

🟡 Trading isn’t for everyone

Not everyone wants to sit in front of charts, take financial risks, and live with uncertainty. Some discover they simply don’t enjoy it.

The lesson:

knowing when to step away is strength, not failure.

Most traders quit because they treat trading as a shortcut. The few who last see it for what it is: a profession.

👌 @education

🏦Christopher Waller, an expert at the U.S. Federal Reserve System (FED), said in September that he supports lowering interest rates by 0.25%.

🗣️Main points from his speech:
Interest rates will be gradually reduced to manage the economy in a stable manner. Additional cuts are expected in the next 3-6 months. If the August jobs report is poor or inflation remains low, a 0.50% cut is also possible. Excluding the temporary impact of tariffs, inflation is close to 2%, but the labor market is weakening – this is a dangerous sign!

🔄Translation: If the unemployment rate on September 5 is high, the market might crash, then if the CPI on September 11 is not bad, the market might head towards moon. On September 17, the FED will announce its decision on the rate, but until then, these two reports will have already priced in what it will do.

👌 @education

📆High-Impact Events Traders Are Watching This September

🔥September 5 – US Non-Farm Payroll

This report is a key indicator of the US labor market and overall economic health. Traders expect a slight increase as businesses expand hiring on the back of stronger activity. A solid result could reduce the chances of the Fed taking a dovish stance at the next FOMC meeting.

🔥September 11 – US Consumer Price Index (CPI)

The CPI release will provide crucial insight into inflation trends and monetary policy expectations. Rising tariffs have pushed both input and output prices higher, which may fuel further inflation. If inflation climbs, the Fed is likely to remain cautious on easing policy.

🔥September 11 – ECB Monetary Policy Statement

The European Central Bank’s announcement will shape the outlook for future interest rates in the EU. Markets expect a cautious tone, as mixed economic signals leave the ECB under pressure to balance growth and inflation concerns.

🔥September 17 – US Federal Reserve Interest Rate Decision

The Fed meets eight times a year to set rates and policy. Traders currently expect a possible rate cut, but attention will focus on the updated SEP (Summary of Economic Projections), which will guide market sentiment.

🔥September 17 – Bank of Canada Interest Rate Decision

The BoC decision will influence Canadian markets, currency, and equities. Economic pressures point toward potential rate cuts, with investors watching closely for signals on future monetary policy.

🔥September 17 – UK Consumer Price Index (CPI)

The UK CPI release will be key to inflation assessments and Bank of England policy moves. If inflation proves persistent, the pound may fluctuate, while equities could come under pressure from higher prices.

🔥September 18 – Bank of Japan Interest Rate Decision

The BoJ’s policy decision will be closely watched as Japan manages inflation and growth during its recovery. Markets expect another pause, as US tariffs have not yet significantly impacted Japan’s economy.

🔥September 29 – Tokyo Consumer Price Index (CPI)

Tokyo CPI, a leading indicator for Japan, will be a critical gauge of inflation. A stronger reading could raise expectations for a rate hike at the October meeting, bringing interest rates closer to the 0.75% neutral target.

👌 @education

🌍Top 10 Countries for Crypto Adoption in 2025 • Chainalysis

1. India 🇮🇳
2. USA 🇺🇸
3. Pakistan 🇵🇰
4. Vietnam 🇻🇳
5. Brazil 🇧🇷
6. Nigeria 🇳🇬
7. Indonesia 🇮🇩
8. Ukraine 🇺🇦
9. Philippines 🇵🇭
10. Russia 🇷🇺

The Global Crypto Adoption Index ranks nations where crypto is widely used for payments, remittances, and savings, not just investments.

Mass adoption is spreading fast — and the list shows where crypto has truly gone mainstream.

👌 @education

🥇Gold vs. 🥇Bitcoin:

– This video shows how a $1,000 investment in Bitcoin over the past 13 years would have far outperformed the same investment in Gold.

👌 @education

👑Crypto Adoption Outpaces Internet and Mobile Phones

– Reaching 300 million users took mobile phones 21 years and the internet 15 years. In comparison, crypto achieved the same milestone in just 12 years. This rapid adoption highlights the accelerating pace of technological change and the growing demand for decentralized assets worldwide.

👌 @education

📊 U.S. CPI Data Release Today

The U.S. Consumer Price Index (CPI) data will be released today at 12:30 UTC. The market expectation is 2.9%.

🔥If CPI comes in below 2.9%, Bitcoin and altcoins could rally strongly.
🔥If CPI equals 2.9%, the market may see a short-term correction, as last month’s CPI was 2.7%.
🔥If CPI comes in above 2.9%, this would likely be negative for both crypto and traditional markets.

– Yesterday’s Producer Price Index (PPI) data came in much lower than expected. If a similar surprise happens with CPI, it could strengthen the case for a 50 bps rate cut later this month.

👌 @education