Money & Economics
- Thread starter bigredfish
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mat200
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- Jan 17, 2017
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Yet Another Trump-Backed Crypto Company Is Imploding
Wall Street Millennial
Jun 13, 2026 #wallstreetmillennial
Check out our second channel Broken Business Models: / @brokenbusinessmodels
In this video we analyze Trump's crypto company World Liberty Financial as well as a publicly traded company called AI Financial Corp.
This video from Wall Street Millennial analyzes the Trump family's crypto ventures, arguing that they have primarily functioned as a method for transferring wealth from investors to the Trump family, resulting in approximately $2.3 billion in investor losses (0:27 - 0:41).
Key analysis points include:
Wall Street Millennial
Jun 13, 2026 #wallstreetmillennial
Check out our second channel Broken Business Models: / @brokenbusinessmodels
In this video we analyze Trump's crypto company World Liberty Financial as well as a publicly traded company called AI Financial Corp.
This video from Wall Street Millennial analyzes the Trump family's crypto ventures, arguing that they have primarily functioned as a method for transferring wealth from investors to the Trump family, resulting in approximately $2.3 billion in investor losses (0:27 - 0:41).
Key analysis points include:
- World Liberty Financial (WLFI): Launched in September 2024, this project raised $550 million from the public. The tokens offered were described as "economically worthless," lacking any mechanism for token holders to participate in the company's financial upside (1:41 - 3:36).
- Pay-to-Play Concerns: The video highlights instances where entities with regulatory or legal issues invested in or partnered with Trump-linked crypto projects, followed by favorable regulatory outcomes. This includes a $75 million investment from Justin Sun and a $500 million investment from a UAE-owned entity (3:37 - 5:43).
- The Alt 5 Sigma (AI Financial Corp) Deal: In August 2025, this publicly traded company made a $1.5 billion investment in WLFI tokens. The deal resulted in massive dilution for the company's shareholders, causing the stock price to collapse from around $6 to 64 cents (5:44 - 8:23).
- Investor Motivation: Despite the poor performance of these assets, the video explores why people continue to invest, citing a sentiment that the Trump name implies business success, even when faced with significant personal financial losses (8:24 - 9:40).
observant1
Getting comfortable
Crazy.
I still couldn't listen to the computer generated audio. - If you have a point to make say it, don't have AI read it to me. It makes it seem fabricated.
mat200
IPCT Contributor
- Jan 17, 2017
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idk .. seems like all the top politicians are scamming us in one way or another
The UFC ecosphere seems to be a good fit for "poor performance economically worthless assets"...
Trump-backed World Liberty Financial to fund UFC fighter bonuses in USD1 stablecoin at White House event
The deal puts USD1 branding inside the Octagon at an event held on the White House South Lawn, on President Trump’s 80th birthday, amid ongoing scrutiny of the family’s crypto ventures.
The sponsorship extends World Liberty's push into combat sports. In December 2025, the project signed a memorandum of understanding with Mixed Martial Arts Group Limited to integrate USD1 into that company's on-chain ecosystem, with Donald Trump Jr. joining its strategic advisory board.
The presence of World Liberty, a company in which the president and his family hold substantial financial interests, as a sponsor for an event on the grounds of the president's official residence, on his birthday, raises familiar conflict-of-interest concerns.
I don't know what to think anymore.
Its all fake. All of it.
SpaceX's market cap crossed above $3 trillion today in after hours trading.
That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).
Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion
Amazon Sales: $743 billion
Amazon Net Income: $91 billion
SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion
Its all fake. All of it.
SpaceX's market cap crossed above $3 trillion today in after hours trading.
That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).
Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion
Amazon Sales: $743 billion
Amazon Net Income: $91 billion
SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion
I think this describes where I'm at.
Logic, reason, math, valuations, price discovery, none of it matters anymore.
quoththeraven.substack.com
........ As a result, markets have evolved into something that often resembles a religious institution more than a pricing mechanism.
See if you can stay with me here. Inflation is bullish because nominal asset prices rise. Disinflation is bullish because interest rates can fall. Strong economic growth is bullish because earnings improve. Weak economic growth is bullish because stimulus becomes more likely. War is bullish because defense spending increases. Peace is bullish because uncertainty declines. Oil prices rising are bullish because energy companies benefit. Oil prices falling are bullish because consumers benefit.
At some point the entire exercise begins to feel less like investing and more like watching medieval theologians worship the sun. No matter what happens, the conclusion is always the same.
The sun rises, and stocks go higher.
Logic, reason, math, valuations, price discovery, none of it matters anymore.
The Only Bear Case Left Is Extinction
And even then, servers in the Fed’s basement might keep chugging along and bidding up the Dow.
The Only Bear Case Left Is Extinction
And even then, servers in the Fed’s basement might keep chugging along and bidding up the Dow.
quoththeraven.substack.com
........ As a result, markets have evolved into something that often resembles a religious institution more than a pricing mechanism.
See if you can stay with me here. Inflation is bullish because nominal asset prices rise. Disinflation is bullish because interest rates can fall. Strong economic growth is bullish because earnings improve. Weak economic growth is bullish because stimulus becomes more likely. War is bullish because defense spending increases. Peace is bullish because uncertainty declines. Oil prices rising are bullish because energy companies benefit. Oil prices falling are bullish because consumers benefit.
At some point the entire exercise begins to feel less like investing and more like watching medieval theologians worship the sun. No matter what happens, the conclusion is always the same.
The sun rises, and stocks go higher.
Arjun
IPCT Contributor
Arjun
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mat200
IPCT Contributor
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Trump's $80 Oil Plan Kills the Drilling He's Promising — Here's Why
Eckard Enterprises | Oil & Gas Investing
Jun 16, 2026
Oil price forecast: why Drill, Baby, Drill fails at $80 crude. Troy Eckard exposes the Trump energy policy trap that threatens U.S. oil and gas investing for the next decade.
For 41 years, Troy W. Eckard has watched politicians promise cheap energy and get the opposite. The hard truth: U.S. oil companies are private businesses run on profit margins, not political slogans.
The industry has been starved of $2 trillion in investment capital over the last 15 years. 920 days passed without a single new rig cycle. The result isn't a drilling boom — it's a Slingshot Effect building underneath the market, set to hit within 36 to 60 months.
In this video, industry veteran Troy W. Eckard challenges the efficacy of the "Drill, Baby, Drill" political slogan, arguing that it fails to account for the reality of the U.S. oil and gas sector.
Eckard Enterprises | Oil & Gas Investing
Jun 16, 2026
Oil price forecast: why Drill, Baby, Drill fails at $80 crude. Troy Eckard exposes the Trump energy policy trap that threatens U.S. oil and gas investing for the next decade.
For 41 years, Troy W. Eckard has watched politicians promise cheap energy and get the opposite. The hard truth: U.S. oil companies are private businesses run on profit margins, not political slogans.
The industry has been starved of $2 trillion in investment capital over the last 15 years. 920 days passed without a single new rig cycle. The result isn't a drilling boom — it's a Slingshot Effect building underneath the market, set to hit within 36 to 60 months.
In this video, industry veteran Troy W. Eckard challenges the efficacy of the "Drill, Baby, Drill" political slogan, arguing that it fails to account for the reality of the U.S. oil and gas sector.
Key Takeaways:
- The Myth of "Drill, Baby, Drill": Eckard explains that the U.S. energy industry is operated by private companies, not the government. Because these businesses prioritize profit and shareholder returns, they will not increase drilling activity if political policies intentionally force oil prices down (0:00 - 3:00).
- Economic Reality of Drilling: Companies are incentivized to drill in the most productive areas only when the price environment supports it. At current price pressures to keep crude below $80/barrel, many producers prefer to limit activity to avoid financial losses, leading to a strategy of "Drill, Don't Drill, Baby" (3:03 - 5:40).
- The Slingshot Effect: Eckard warns that 15 years of under-investment ($2 trillion in capital) and the sensitivity of global supply chains—highlighted by recent geopolitical tensions like the Strait of Hormuz crisis—are setting the stage for a major energy supply crunch within the next 36 to 60 months (6:24 - 8:11).
- The Price Floor: From an industry perspective, a sustainable and fair market price for oil typically sits between $75 and $95 a barrel. Without these returns, supply will continue to be constrained by companies protecting their reserves rather than rushing to deplete them under unfavorable political conditions (7:05 - 8:45).
mat200
IPCT Contributor
- Jan 17, 2017
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