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At the moment’s Animal Spirits is dropped at you by Grayscale and Janus Henderson Buyers:
On right now’s present, we talk about:
Hear right here:
Charts:
Suggestions:
Tweets/Bluesky:
Paul Tudor Jones says the US is extra depending on fairness costs than ever, and explains what a 35% correction would set off within the economic system:
“We’re 252% of inventory market cap to GDP. In 1929 we had been 65%. In 1987 we acquired to ~85-90%. In 2000, 170%.
If you concentrate on the periodicity… https://t.co/GL8sBwNXZt pic.twitter.com/jYmWcOHw69
— Patrick OShaughnessy (@patrick_oshag) April 28, 2026
Earnings growth actually accelerating.
Ahead estimates now up >25% YOY.
Passing via the primary a part of Q1 reporting, ahead estimates are leveling up.
Up to date chart beneath…Unprecedented. https://t.co/YfXRfvfy0T pic.twitter.com/ATSLX6PPaN
— Warren Pies (@WarrenPies) Might 2, 2026
BofA: Hyperscalers’ capex as % of working money move was 70% in 2025 and is anticipated to be >90% in 2026 pic.twitter.com/vRZ88BZXwb
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) Might 3, 2026
These stats on Anthropic’s charge of progress are wild. https://t.co/r4b9i8b8gX pic.twitter.com/yZLspL7bX1
— nxthompson (@nxthompson) Might 1, 2026
$10T or bust
— Elon Musk (@elonmusk) Might 3, 2026
Stripe information exhibits
(A) startups incorporations means up, and
(B) startups in AI seeing faster-growing income than is traditionally regularFor now, AI brokers are higher at creating companies than destroying jobs https://t.co/MBSae8OkfZ
— Derek Thompson (@DKThomp) Might 2, 2026
That is an e mail I despatched earlier right now to all workers at Coinbase:
Workforce,
At the moment I’ve made the troublesome determination to cut back the scale of Coinbase by ~14%. I wish to stroll you thru why we’re doing this now, what it means for these affected, and the way this positions us for the…
— Brian Armstrong (@brian_armstrong) Might 5, 2026
The housing “bubble” within the late 2000s seems quaint by comparability now pic.twitter.com/VdfaGgeqJm
— Alec Stapp (@AlecStapp) April 26, 2026
WSJ got here to us with a profitability evaluation of public Kalshi profiles. Which was inaccurate, as a result of nearly all of merchants maintain their profiles personal. So we did the evaluation ourselves and gave it to the WSJ. Our evaluation confirmed that Kalshi merchants win greater than they do on day… https://t.co/aJ4oG0XB7H
— Elisabeth Diana (@ediyork) Might 4, 2026
we’ve got a brand new “get a load of this man” meme pic.twitter.com/lGJ4dQo7JC
— claire de lune (@ClaireMPLS) Might 2, 2026
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