Rob Topping

Now down 99.6% since this post promoting the meme coin on January 19, 2025 (day before inauguration)...

Value stocks (+24%) are now outperforming Growth stocks (-6%) by over 30 percentage points in 2026. If that holds, it would be a record spread, even wider than what occurred in 2000 when the Dot-Com Bubble burst. Is this the beginning of a major shift in market leadership?

🚨🇺🇸 From Melania stopping the immigration crackdown to advisers warning the Iran war would cost the midterms, here’s what really happened inside the White House before Tuesday’s disaster... The first lady's complaints led the president to tell aides that Stephen Miller had "gone too far," and that was just one of the decisions the Journal traces. Other details from inside the White House: -Advisers warned him in the spring the Iran war could cost the midterms; he said there was "plenty of time," and privately asked even junior staffers at photo ops whether he should change course -Told aides polls on affordability were "fake," and reminded them he won 2016 without commissioning any -Said at times he "didn't care about the midterms at all" and was tired of domestic issues he saw as smaller than foreign policy and his legacy -Thune got off the phone six times believing he'd talked Trump out of endorsing Paxton; Trump backed him anyway, then complained about his candidacy -Trump pushed stronger Republican candidates out of Senate races in Georgia, South Carolina, North Carolina and Texas; Democrats won all four -Brian Kemp turned down a Senate run after Trump called him "disloyal" at a rally -Cabinet officials told oil executives in March the war would end by April; Trump was "shocked" to learn the military was short on munitions and cut a Russian fuel deal to get prices down -Focus groups kept bringing up the ballroom and the arch unprompted: "It seems like he wants to put his name on everything" Advisers warned about the war, the polls warned about prices, and focus groups kept bringing up the ballroom... but the final speech before the election was about algae in the Reflecting Pool. For a party now facing a Democratic House and Senate, the lesson is pretty simple: next time someone says “plenty of time,” check the calendar... Source: WSJ / Writer: Daniel

The Navy Admiral who Pete Hegseth fired, Nancy Lacore, a 35-year Navy veteran, last night defeated her MAGA republican opponent to win a House seat - South Carolina District 1. Now he has to answer to her in Congress

North Korea stole $6.3 billion from Binance by inviting one of its engineers to a job interview at a company that didn't exist. And the guy didn't even have access to the money. It took them five months and two separate hacks to pull this off. Back in June, an engineer on Binance's wallet team went looking for an AI tool and installed a tampered Homebrew package. Binance caught it, swapped the laptop and reset the passwords. Problem solved, they figured. Except by then the attackers already knew who worked on that team and what each person did. So they went recruiting. In September a different Binance engineer got a message on a real job site from someone calling himself a project director. First round was a video call with a fake HR person, who even shared a social media account full of personal photos so the whole thing felt legit. Second round was with the "CEO," who told him to download a coding assignment onto his work computer. It was loaded with malware nobody had seen before, and Binance's security software missed it completely. Then they waited. On October 20 they used his laptop plus one of Binance's own internal AI tools to get onto two wallet engineers' computers, and one of those engineers had permission to spin up new code on Binance's systems. Nine days later the attackers did exactly that. They ran a script and used an Ethereum feature called EIP-7702 to hand themselves control of a hot wallet, one of the wallets Binance keeps online to process withdrawals. Money started pouring out at 8:05pm UTC. It took Binance four hours to stop it, which works out to more than $25 million a minute. And it took that long because of a safety feature. Binance splits the signing power on those wallets into pieces held by different parties, so no single employee can ever drain one alone. That sounds great until something goes wrong, because it also meant nobody could hit the off switch on their own. For context, the previous record was Bybit's $1.5 billion in February 2025, also North Korea. This one is four times bigger. Binance has already refilled about 98% of it out of its own pocket and says customers won't lose a cent. Binance says it blocked 57 suspected North Korean attacks this year, and the one that got through started with a guy who just wanted a new job.

BREAKING: Democrat Adam Hamilton defeats incumbent Republican Sen. Roger Marshall in Kansas’s Senate race. The last time a Democrat won a U.S. Senate race in Kansas was 1932, 94 years ago. Wow

Just remember that if the GOP gets blown out tomorrow night there’s no one else to blame but Trump. Don’t blame the voters. Trump didn’t follow through on his promises he made to the American people. Then he enriched himself, his family and buddies. It’s that simple.

I'm starting to think we won't all be getting $5000 checks.

🚨🇺🇸 This may be the GOP's WORST election night since Watergate in 1974. Republicans are facing major setbacks as Democrats flip North Carolina's U.S. Senate seat and secure victories in key races nationwide. The GOP lost 48 House seats, 4 Senate seats, and 4 governorships following Nixon's resignation in 1974. Today, several races remain undecided; it’s too early to determine whether 2026 will rival that historic defeat. Nixon wasn't on the ballot in 1974, but his party paid the price... Sound familiar? Source: AP, Reuters, WaPo / Writer: Marie

BREAKING: WTI crude oil crashes to $93 after reports that the US has approved a draft Iran deal presented by Qatar. WTI crude is down 5% in the last 90 minutes.