By BowTiedBull on Substack · 111K+ subscribers · 5 free and 7 paid among the latest 12.
No non-sense writing style covering: 1) Crypto, 2) Tech Stocks, 3) WiFi money and 4) Real Estate. Written by anon Ex-Wall St and Tech Individuals. SPONSOR FREE.
Welcome Avatar! In a rare case we’ll go ahead and chime in on this recent event. Like any of these big scary headlines it usually ends up being (relatively) predictable. In addition to that, we did get some quick earnings after…
Welcome Avatar! Your favorite sewer-dwelling rodent returns ( CryptoMouse ), this time to talk the META Muse rule of three, Zuck AI edition. Caveat: Muse is a Meta brand, that covers both products and the AI models that power…
Welcome Avatar! Another day has gone by and the world has not ended. If you have looked at social media, the recent doom loop has suggested both the UK and Japan should prepare for days/weeks/months of mass cyber disruption.…
Welcome Avatar! Pretty wild weekend. We’ve got Elon calling for a slow down in the AI infrastructure build out. Big fears all over the timeline related to an energy related hack. And. A wave of layoffs at various large cap…
Welcome Avatar! As a quick preview for part of Sunday’s post, one thing we’re noticing is that old P/E and ETF analysis is no longer relevant in 2026. We’ve all watched as the same charts pop up. “20 companies are driving all the…
Welcome Avatar! Considering all the tech news we thought it would be a good time to quantify how some of our mega themes are playing out. The mega themes are still the same: 1) degeneracy, 2) loneliness, 3) K-shape Economy - rich…
Welcome Avatar! Several Jungle natives have created 7-8 figure brands at this point. With that in mind we think it’s a good time to give you a clean explainer for why Entrepreneurs end up over investing. This is the inverted…
Welcome Avatar! It looks like we’re getting the hiccup for AI companies. In the end, we all know they will print money or drop interest rates to near zero. No other way around it. In the interim, good time to look at what is most…
Welcome Avatar! Well it is officially October 16 so its time to actually care about crypto and high-tech. We’re seeing higher oil prices, bad inflation prints, likely some layoffs in the near-term and back to the money printer…
Welcome Avatar! Pretty wild week and it looks like the Q4 pull down may happen we’re going to do a mini overview, reiterate our own strategy and write out where we think the opportunity is. In addition, since we’ll have purchases…
Welcome Avatar! This is a bonus guest post (standard paid post on Wednesday Night still coming) since we know we’re at tax deadline. For those that need an update we have a CPA here who does nothing buy crypto taxes. Best to get…
Welcome Avatar! If you’re a good operator, you’re not worried about AI. That has remained true the entire year. In fact, entry level people abusing AI are only making their lives worse. If the higher up recognizes that the…