Berkshire's 13F Signal: The $17B Google Bet and the Death of Value Investing in Crypto Terms
Tweet 1: Hook Warren Buffett's ghost is dead. New CEO Greg Abel just dumped...
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Tweet 1: Hook Warren Buffett's ghost is dead. New CEO Greg Abel just dumped...
History repeats, but liquidity decides the tempo. That's the lens through whi...
When Google reported a $0.12 EPS miss on July 24, the market sold first and...
Code doesn't lie. But the market often does. Crypto Briefing dropped a...
The clock is ticking. July 23, 2026. Google and Tesla drop their Q2 earnings...
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Logic is binary; intent is often ambiguous. That statement defines my approac...
Verification precedes valuation; always. On June 4, 2026, Google dropped a...
Greed
Market Sentiment
Circulating supply increases by about 2%
Team and early investor shares released
92 million ARB released
Block reward halving event
Block reward reduced to 3.125 BTC
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Independent validator client goes live on mainnet
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