Offshore
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Michael Fritzell (Asian Century Stocks)
LY Corporation looked cheap already. Plus, it owns LINE Corporation. Perhaps hard to monetize but it’s an incredible franchise
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LY Corporation looked cheap already. Plus, it owns LINE Corporation. Perhaps hard to monetize but it’s an incredible franchise
SBG-owned PayPay to list on Nasdaq at 3 trillion yen valuation.
Here's the behind-the-scenes story on its journey to the QR payment dominance that WON'T get disclosed in the prospectus👇️
In 2018, right after the launch of PayPay, discussions began about marketing measures to rapidly increase the number of merchants and users.
Initially, executives from the Yahoo side (including Kentaro Kawabe and others) proposed a relatively modest plan: an 8% points-back campaign. This was a realistic figure that took into account the risk of financial loss to the company.
However, Masayoshi Son strongly opposed it. In the meeting, he said things like, “Why 8%? Let’s just do 200%,” and “No, seriously, how about 200%?” shocking everyone around him.
This meant that if a user spent 1,000 yen on a product, they would receive 2,000 yen worth of cashback—an approach that essentially accepted massive losses.
Kawabe pointed out, “If we do that, when a customer buys something for 1,000 yen, we’d have to give back 2,000 yen worth.”
Son immediately replied, “That’s fine.”
In the end, due to regulations under the Act against Unjustifiable Premiums and Misleading Representations (which limits the maximum cashback rate), they settled on 20%. Still, following Son’s strong push, the scale of the campaign was significantly expanded.
Regarding the budget, they had initially considered setting a cap of several billions of yen, but Son expressed dissatisfaction, saying, “That’s way too stingy. Let’s just do 10 billion yen,” and “Come on, that’s cheap. We’ve got a huge battle ahead—being stingy now is ridiculous.”
As a result, they decided on a total budget of 10 billion yen with no upper limit until the amount was fully used up.
Another characteristic of Son was his emphasis on speed. For a campaign that would normally take six months to prepare, he pressed the team by asking, “Can’t you do it in three weeks?” and drove everyone forward.
As a result, the campaign launched on December 4, 2018, and due to unexpectedly explosive popularity, the entire 10 billion yen was used up in just 10 days, bringing the campaign to an early end. It caused such a stir that fraudsters reportedly gathered from around the world, but the number of PayPay users skyrocketed, laying the foundation for securing a dominant market share.
PayPay reached EBITDA positive in 2023, processed 15.4 trillion yen of payment value in 2024, and started US IPO process in 2025. tweet
Offshore
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Benjamin Hernandez😎
A Trump ally could see a major financial boost tied to Venezuela’s oil revival. Any shift in sanctions or access may swing crude flows and spark sharp moves in U.S. energy names. Traders brace for volatility.
$FANG $APA $CHK https://t.co/f3PblLLtWI
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A Trump ally could see a major financial boost tied to Venezuela’s oil revival. Any shift in sanctions or access may swing crude flows and spark sharp moves in U.S. energy names. Traders brace for volatility.
$FANG $APA $CHK https://t.co/f3PblLLtWI
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @simongerman600: On this map @researchremora shows only the power lines of Australia. Obviously this makes for a decent proxy population map. https://t.co/qG9K10NZvS
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RT @simongerman600: On this map @researchremora shows only the power lines of Australia. Obviously this makes for a decent proxy population map. https://t.co/qG9K10NZvS
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Offshore
Photo
God of Prompt
RT @godofprompt: Prompt engineering is dead.
"Prompt chaining" is the new meta.
Break one complex prompt into 5 simple prompts that feed into each other.
I tested this for 30 days. Output quality jumped 67%.
Here's how to do it ↓ https://t.co/K3r7wrcJw7
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RT @godofprompt: Prompt engineering is dead.
"Prompt chaining" is the new meta.
Break one complex prompt into 5 simple prompts that feed into each other.
I tested this for 30 days. Output quality jumped 67%.
Here's how to do it ↓ https://t.co/K3r7wrcJw7
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Offshore
Video
Moon Dev
The OpenClaw Manifesto Why Being a Great Coder Is No Longer Enough to Survive the AI War
your career as you know it has a definitive expiration date and the clock is already ticking faster than you can keep up with. most people are sitting around waiting for a sign that things are changing while the systems that will replace them are being coded in dark rooms by builders who have stopped sleeping.
the truth is that ai on its own is not going to take your job but an ambitious human with a vision and the ability to build systems is coming for everything you have. i call this the job replacement dashboard because it is a literal checklist of every high paying role in tech that is currently being automated into oblivion.
i used to spend hundreds of thousands of dollars on developers for apps because i thought i was not smart enough to code the logic myself. after losing way too much money to liquidations and over trading i realized that the only way to win was to automate my own brain and now those same developers are the ones on the chopping block.
software development is already cooked because a hundred x developer using ai can outpace an entire team of traditional engineers who are still writing code by hand. cloud devops and data science are next on the list because the complexity they used to manage is now just a series of prompts and automated pipelines that never get tired.
you might think your role in sales or marketing is safe because it requires a human touch but i have already built agents that do the work of a full sales development team. these agents scan twitter feeds for trends and hunt for video ideas while you are still trying to figure out what to post for the week.
one of my open claw agents lives on a separate machine and scrolls through my social feeds all day to figure out exactly what is trending and what the market wants. it replaces the need for a research team or a social media manager because it never misses a beat and it never asks for a raise or a vacation.
i have hundreds of people sliding into my dms every single day with pitches and opportunities that i simply do not have the time to look at myself. instead of hiring an assistant i built a system that ranks every single contact based on their influence and the potential value they bring to my business.
this agent can see who follows me and identify if they are a founder of a major ai company or just another person looking for a handout. it allows me to stay focused on chasing the ghost of jim simons and building the next billion dollar algorithm while the bot handles the networking.
the real war is not between humans and machines but between the people who can build and the people who are just following instructions. if you are sitting in a role like customer success or business development you are essentially an inbound lead processor that a script can handle with more precision than you ever could.
this is why i am going through every single career path in technology and checking them off a list once i have built a system to replace the humans doing them. the goal is a fully automated business where the only person left is the idea guy who directs the swarm of agents to execute the vision.
most people in silicon valley and new york are shaking in their boots because they can feel the shift but they are too afraid to actually learn how to code. code is the great equalizer because it allows one person with a laptop to have the impact of a thousand person company without the overhead or the drama.
i decided to learn how to build live on youtube because i wanted to show that you have to iterate your way to success instead of waiting for it to happen. if you are not building right now then you are essentially waiting for your termination letter to be written by an agent that is faster and cheaper than you.
this is war and it is essentially pvp where i am taking money from the charts and the markets because i have the systems that do not have emot[...]
The OpenClaw Manifesto Why Being a Great Coder Is No Longer Enough to Survive the AI War
your career as you know it has a definitive expiration date and the clock is already ticking faster than you can keep up with. most people are sitting around waiting for a sign that things are changing while the systems that will replace them are being coded in dark rooms by builders who have stopped sleeping.
the truth is that ai on its own is not going to take your job but an ambitious human with a vision and the ability to build systems is coming for everything you have. i call this the job replacement dashboard because it is a literal checklist of every high paying role in tech that is currently being automated into oblivion.
i used to spend hundreds of thousands of dollars on developers for apps because i thought i was not smart enough to code the logic myself. after losing way too much money to liquidations and over trading i realized that the only way to win was to automate my own brain and now those same developers are the ones on the chopping block.
software development is already cooked because a hundred x developer using ai can outpace an entire team of traditional engineers who are still writing code by hand. cloud devops and data science are next on the list because the complexity they used to manage is now just a series of prompts and automated pipelines that never get tired.
you might think your role in sales or marketing is safe because it requires a human touch but i have already built agents that do the work of a full sales development team. these agents scan twitter feeds for trends and hunt for video ideas while you are still trying to figure out what to post for the week.
one of my open claw agents lives on a separate machine and scrolls through my social feeds all day to figure out exactly what is trending and what the market wants. it replaces the need for a research team or a social media manager because it never misses a beat and it never asks for a raise or a vacation.
i have hundreds of people sliding into my dms every single day with pitches and opportunities that i simply do not have the time to look at myself. instead of hiring an assistant i built a system that ranks every single contact based on their influence and the potential value they bring to my business.
this agent can see who follows me and identify if they are a founder of a major ai company or just another person looking for a handout. it allows me to stay focused on chasing the ghost of jim simons and building the next billion dollar algorithm while the bot handles the networking.
the real war is not between humans and machines but between the people who can build and the people who are just following instructions. if you are sitting in a role like customer success or business development you are essentially an inbound lead processor that a script can handle with more precision than you ever could.
this is why i am going through every single career path in technology and checking them off a list once i have built a system to replace the humans doing them. the goal is a fully automated business where the only person left is the idea guy who directs the swarm of agents to execute the vision.
most people in silicon valley and new york are shaking in their boots because they can feel the shift but they are too afraid to actually learn how to code. code is the great equalizer because it allows one person with a laptop to have the impact of a thousand person company without the overhead or the drama.
i decided to learn how to build live on youtube because i wanted to show that you have to iterate your way to success instead of waiting for it to happen. if you are not building right now then you are essentially waiting for your termination letter to be written by an agent that is faster and cheaper than you.
this is war and it is essentially pvp where i am taking money from the charts and the markets because i have the systems that do not have emot[...]
Offshore
Moon Dev The OpenClaw Manifesto Why Being a Great Coder Is No Longer Enough to Survive the AI War your career as you know it has a definitive expiration date and the clock is already ticking faster than you can keep up with. most people are sitting around…
ions. i grew up with people telling me what i could not do and that fueled the fire to build a world where i do not have to rely on anyone else.
the private zoom is where the real builders are gathering because wall street does not want the average person to know how easy it is to automate their logic. i provide the data layers and the roadmaps there because the gate needs to be up to keep out the people who are not actually ready to step on the gas.
every single employee in the world should be questioning their path right now if they are not actively building the systems that will eventually replace them. you can either be the one who owns the dashboard or the one who is being checked off the list by someone who decided to pick up the tools and build.
the career expiration date is not a threat but a reality for anyone who is fading the power of automated systems and refusing to adapt. it is time to stop being a worker and start being the architect of the agents that will run the future while you focus on the next big idea
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the private zoom is where the real builders are gathering because wall street does not want the average person to know how easy it is to automate their logic. i provide the data layers and the roadmaps there because the gate needs to be up to keep out the people who are not actually ready to step on the gas.
every single employee in the world should be questioning their path right now if they are not actively building the systems that will eventually replace them. you can either be the one who owns the dashboard or the one who is being checked off the list by someone who decided to pick up the tools and build.
the career expiration date is not a threat but a reality for anyone who is fading the power of automated systems and refusing to adapt. it is time to stop being a worker and start being the architect of the agents that will run the future while you focus on the next big idea
tweet
Jukan
UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs
"Following this earnings season, UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%, respectively, to $827 billion/$915 billion, representing +61%/+11% YoY growth. UBS estimates that memory costs for hyperscalers will rise from $53 billion in 2025 to $155 billion/$252 billion in 2026/2027, generating approximately $100 billion in additional CAPEX per year (32% of this year's CAPEX increase). UBS also noted that memory could add roughly $10,000 in cost per general server, with its share of the BOM rising from 4–6% to 6–7%. Meanwhile, UBS pointed out that the memory cost share within an NVL72 rack could rise from 6% to 16% as the platform transitions from GB200 to VR200, calling this a meaningful shift."
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UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs
"Following this earnings season, UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%, respectively, to $827 billion/$915 billion, representing +61%/+11% YoY growth. UBS estimates that memory costs for hyperscalers will rise from $53 billion in 2025 to $155 billion/$252 billion in 2026/2027, generating approximately $100 billion in additional CAPEX per year (32% of this year's CAPEX increase). UBS also noted that memory could add roughly $10,000 in cost per general server, with its share of the BOM rising from 4–6% to 6–7%. Meanwhile, UBS pointed out that the memory cost share within an NVL72 rack could rise from 6% to 16% as the platform transitions from GB200 to VR200, calling this a meaningful shift."
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Offshore
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Clark Square Capital
RT @Reignots: JPMorgan upgrades $LUXE to Overweight, PT up from $9 to $14 with medium term path to $20+, valuation based on modest 6,5x ‘27 EBITDA, likes Kliger’s commentary on the $1B+ share up for grabs post $SAGLEN BK. Street starting to figure it out. @ClarkSquareCap @MinotLightCap https://t.co/j6u0wuqZc9
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RT @Reignots: JPMorgan upgrades $LUXE to Overweight, PT up from $9 to $14 with medium term path to $20+, valuation based on modest 6,5x ‘27 EBITDA, likes Kliger’s commentary on the $1B+ share up for grabs post $SAGLEN BK. Street starting to figure it out. @ClarkSquareCap @MinotLightCap https://t.co/j6u0wuqZc9
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Javier Blas
RT @JimVandeHei: 🚨🚨In 30 years of journalism, I’ve never witnessed a bigger gap between the most consequential story - insane AI advancements and investment - and Washington and mainstream media attention. @DKThomp @kevinroose nailed it: shocking # of people think AI is clunky AI of mid-2025.
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RT @JimVandeHei: 🚨🚨In 30 years of journalism, I’ve never witnessed a bigger gap between the most consequential story - insane AI advancements and investment - and Washington and mainstream media attention. @DKThomp @kevinroose nailed it: shocking # of people think AI is clunky AI of mid-2025.
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Offshore
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God of Prompt
RT @godofprompt: 200k on instagram 🔥
follow for more sauce:
https://t.co/u09O78t227 https://t.co/5mhh2QExXk
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RT @godofprompt: 200k on instagram 🔥
follow for more sauce:
https://t.co/u09O78t227 https://t.co/5mhh2QExXk
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Offshore
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NecoKronos
Funds are officially SAFU in Bitcoin🚨
#Binance has finalized the transition of its $1 billion protection fund entirely into 15,000 BTC, moving away from stablecoin backing.
By locking in Bitcoin as its long-term reserve, the world's largest exchange is betting big on BTC's store-of-value properties.
#BTC
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Funds are officially SAFU in Bitcoin🚨
#Binance has finalized the transition of its $1 billion protection fund entirely into 15,000 BTC, moving away from stablecoin backing.
By locking in Bitcoin as its long-term reserve, the world's largest exchange is betting big on BTC's store-of-value properties.
#BTC
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Offshore
Photo
Lumida Wealth Management
FDR made it illegal for Americans to own gold.
Executive Order 6102.
You had 25 days to sell your gold to the government at $20.67 per ounce.
Penalty for keeping it: $10,000 fine and 10 years in prison.
Then the government revalued gold to $35 per ounce.
69% profit for the government. Citizens got robbed.
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FDR made it illegal for Americans to own gold.
Executive Order 6102.
You had 25 days to sell your gold to the government at $20.67 per ounce.
Penalty for keeping it: $10,000 fine and 10 years in prison.
Then the government revalued gold to $35 per ounce.
69% profit for the government. Citizens got robbed.
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