InvestAnswers

InvestAnswers

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Well, the Netherlands just crossed the Rubicon. Welcome to the New World of Orwell and Tax regimes. open.substack.com/pub/investan...…

🚨🗳️❓ State Street Next Tuesday the 13F filings for Dec 2025 by institutional investors are out. This quarter, I want to focus on State Street, in my view the most dangerous institutional investor for TSLA. Who among you holds State Street ETFs or other? Which ones?

The Alpha is moving - My 2026 Game Plan: 1️⃣ Buy the BTC Fear ($60k = Accumulation) 2️⃣ Long the "Agent Economy" Rails (SOL) 3️⃣ Short/Avoid Legacy SaaS 4️⃣ Bet on Autonomy, HUmanoids, Power & Compute (The Moon Wars) youtube.com/live/ypBMpKbEpnQ… #Bitcoin #Solana #AI #InvestAnswers #Macro

Some of these “bear market” ratios are the most distorted and impressive I’ve ever seen. $SOL is on fire. Solana = ~$400 market cap per daily tx. Cardano = ~$16,000,000 per tx. I have openly ridiculed Cardano since 2021..... not FUD — Crypto Metrics Utilization matters. Efficiency matters. Sycophants don’t. SCP Profiler investanswers.io/product/scp-p...… twitter.com/Investanswers/stat...

OCTA TIME: The Ugly Consumer delinquencies hitting 2011 highs US Mfg jobs down Bitcoin & ETH taking a hit 🩸 SaaSpocalypse is here (AI wiped $285B off SaaS stocks) The Good: Is there a BOTTOM hiding in the charts? Tesla Optimus roadmap & the Solana payment boom 👇

California just lost $1 TRILLION in taxable wealth in weeks. @Chamath nailed it. The "Walking Treasure Chests" have fled to FL, TX, and NV. The mere threat of the 2026 Billionaire Tax Act has driven 50% of targeted wealth out of state before a single vote was cast. The golden goose didn’t just stop laying eggs; it flew away. Who pays the bill now? The middle class. open.substack.com/pub/investan...…

Incredible. I posted this similar concept a few days ago... Weight votes by net taxes paid: If you pay more in taxes than you get in benefits → full vote (1x) If you get more in benefits than you pay in taxes → half vote (0.5x) Goal: reward productivity, reduce incentive to vote for more spending when you're not paying for it. Voter ID required. #SaveAct #VoterID #Marxism twitter.com/Investanswers/stat...

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