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In today’s show we discuss:
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Tweets/Bluesky:
The number of companies that quote “recession” on profit calls has collapsed: from 124 in Q1 to only 16 in Q2 (reported by 90%).
by @Factset pic.twitter.com/vbgoqahljb
– Daily ChartBook (@DailyChartBook) August 9, 2025
The “K -shape” economy is back.
For me this is one of the most important graphs to understand the economy of 2025 …The rich are still published (although there has been some moderation).
In the meantime, the bottom 80% is tapped. Their expenses are actually in line with inflation … … pic.twitter.com/ZSYP0TBSIL– Heather Long (@ByHeatherlong) August 6, 2025
The crazy MF actually did it.
Tom Lee is the first to 1 million ETH.
New purchases revealed 1.2 million ETH ($ 5 billion).
In a month he made 20% of the way of his goal to acquire 5% of all ETH delivery.
12x faster than Saylor.
We are past the moon on the way to the Andromeda Galaxy. pic.twitter.com/dlvf1tumxv
– Ryan Sξan Adams – RSA.eth 🦄 (@ryansadams) August 11, 2025
FWIW I still get cover for nine figure ETH and BTC digital assets treasuries that are close to being filled.
Do not stop this train quickly.
– Tom Dunleavy (@Dunleavy89) August 9, 2025
UFC will receive $ 1.1 billion for all 43 events on Paramount+ – and will leave Pay per view model. See quote here from TKO COO Mark Shapiro: pic.twitter.com/pdyxxjcurj
– Alex Sherman (@Sherman4949) August 11, 2025
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