Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger) header
Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger) profile picture

Early Stage Investing @Bo11inger

Joined April 2009
Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)Photo by Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 (@bkbollinger)
BTC since 2013 ETH since 2015 ZEC since 2016 NEAR since 2020 SPCX since 2021 xAI since 2024 Anduril since 2025 Neuralink since 2025 Boring Co since 2026
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
$NEAR looking pretty damn good here. Been building a base for months, printed a clean cup and handle, broke the neckline and now coming back for a retest. If buyers defend this level, I think things could get spicy real quick. Structure looks solid so far, but this retest is where it actually matters. Got my eyes on this one.
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
BREAKING: Google’s parent Alphabet added another 3.85 million shares of SpaceX in Q3, its latest SEC filing shows. Alphabet held 555 million shares worth $83.7 billion as of Sept. 30. SpaceX alone made up nearly 95% of its reported stock portfolio. Google first put $900 million into SpaceX in January 2015. By the end of Q3, the stake was worth about 93 times Google’s original investment.
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
ZEC is encrypted Bitcoin: it took the one thing Bitcoin has, a balance and a transfer, and hid it. NEAR IS ENCRYPTED ETHEREUM because Ethereum has more things to hide, and NEAR hides each of them: > Your balance and transfers: hidden, like Zcash. > Your swaps: hidden. On Ethereum every Uniswap trade is public and gets front-run. > Your positions: 500 tokenized stocks, perps and lending, all from an account nobody can read. > Your code: private smart contracts, so the logic and the state are hidden too. Zcash never had contracts to hide. > Your key: in confidential mode the public key is not shown, so there is nothing for a quantum computer to attack. > Your prompts: private AI inference, with a signed proof of which model ran.
NEAR IS ENCRYPTED ETHEREUM
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
NEAR IS ENCRYPTED ETHEREUM
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
The ideal passive portfolio is a broad collection of highly asymmetric long-term bets.
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
Still the only chart that matters as it shows what comes next
$ZECBTC dgaf about any of the worry out there
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
True
After DOGE, Elon came to a conclusion most people missed. He tried to reform the state from the inside. He failed. And he said it plainly: the government can't fix its own deficit. Nobody in power actually wants to cut. The machine protects itself. So he drew the only logical conclusion. If the state can't be reformed, there are only two ways this ends. Either global bankruptcy. Debt keeps compounding, interest payments eat the budget, and the system collapses under its own weight. Or robots. AI and robotics grow the economy so fast that the debt becomes manageable, and abundance makes the old fights over scarcity irrelevant. Here's the part almost nobody sees. For two centuries, capitalism has had a marketing problem. Its gains are real but slow and invisible. 2% growth a year doesn't feel like anything. Your life gets better over 30 years and you never connect it to the system that did it. Meanwhile, the left's promises feel immediate and concrete: a check, a subsidy, a benefit. That's why the left wins on promises even when it can't deliver them. Capitalism produces the wealth, socialism takes the credit. Robots break that asymmetry. When productivity doubles in a few years instead of a few decades, people will see it. Things get cheaper, services get better, opportunities appear, in real time. For the first time in history, people will connect capitalism and their rising standard of living directly, almost instantly. The causal chain becomes visible. And that changes everything politically. So there are two scenarios. Scenario one: we stay in the current inertia. No breakthrough, or a breakthrough we regulate to death. The debt wins. Living standards stagnate, then fall. A frustrated electorate turns to whoever promises the most, and that pushes toward a hard collectivist left. But collectivism fails, as it always does. And when it fails, the most organized, most disciplined collectivist force left standing isn't the old left. It's radical Islamism. Bankruptcy, then communism, then something worse. Scenario two: robots win. Abundance arrives, and it arrives visibly. The link between free enterprise and prosperity becomes obvious to everyone. And this is the key point: it becomes obvious to everyone, including the minorities the left was counting on. Because their long-term incentive is the same as everyone else's. A kid in the suburbs gains infinitely more from a booming, abundant West than from a bankrupt state handing out promises it can't keep. Abundance is the most powerful integration machine ever built. That's the Western renaissance. The West doesn't need to win the culture war by arguing. It needs to win it by delivering. And for the first time, it has the technology to deliver fast enough for people to notice. The race isn't left vs right anymore. It's robots vs bankruptcy.
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
We expect Zcash and NEAR to be the two fastest horses on the next leg up. Hyperliquid, Lighter, Ethena, Kinetiq, Aerodrome, Zama, Monero, Pump, EtherFi, and a few other names likely right behind them. Be more bullish. Disbelief is almost over.
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
Winklevoss Capital’s Max Desalle says Zcash fixes the three biggest problems with Bitcoin. “Our thesis for Zcash really is Bitcoin, but encrypted.” “It’s not private. It’s not quantum resistant and it’s not scalable.” “Bitcoin, but perfect.” “So, yeah, we’re very bullish on Zcash.” @maxdesalle @winklevosscap zcash:native
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
This week, I’m releasing a 50-minute conversation with @ilblackdragon - Co-founder of @NEARProtocol and co-author of the original AI transformer paper Illia helped build the technology behind ChatGPT and Claude, and now argues that whoever controls the AI interface will end up controlling money too. We talk about: - Why one AI company could become more powerful than owning the world’s banks - How a single system prompt could nudge a billion people at once - What user-owned AI actually means - How NEAR plans to combine private AI and blockchain in one stack - What can be built on NEAR that cannot be built on any other stack - Why you should think twice before putting legal, medical or financial questions into a frontier chatbot - What $ZEC teaches us about privacy and how $NEAR extends it - Why he thinks AI "paranoia" is great marketing - How he worked at Google and why building disruptive products inside it was so hard And much more... Podcast out this week!
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
For people like me who hate looking at spreadsheets… I turned Shaun's model into a picture. Revenue goes from $4.7B a quarter to $237B by end of 2028, and almost all of the orange is AI compute. Starship goes from 1 flight a quarter to 100 🤯
Over the last week I built a bottoms up SpaceX financial model through the end of 2028 The numbers that came out are insane There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated * This is not investment advice!!! ** Sequoia is a major SpaceX shareholder *** Past performance is not indicative of future results
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
True
BREAKING: Cathie Wood says SpaceX is severely undervalued. SpaceX brings together AI, robotics and energy storage. But traditional space, cloud and AI analysts work separately, making it harder to understand how these technologies strengthen one another. Wood says firms are now assigning teams of analysts to SpaceX. As they collaborate and compare notes, she expects that undervaluation to clear up.
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
$ZECBTC dgaf about any of the worry out there
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
Over the last week I built a bottoms up SpaceX financial model through the end of 2028 The numbers that came out are insane There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated * This is not investment advice!!! ** Sequoia is a major SpaceX shareholder *** Past performance is not indicative of future results
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
Our second product is called Blindsight and it will, as the name suggests, enable even those who are completely blind or have never seen to see. It is ready from an engineering standpoint. Just waiting on regulatory approval.
Neuralink’s first product is called Telepathy. It enables high-speed communication with computers or humans simply by thinking. Output bandwidth will vastly exceed the fastest human speech or typing in a few years. Read that sentence again.
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
It was never a real contest
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
Not gon lie, people are going to think I’m a rockstar when I have my own Tesla Roadster
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
Our updated bitcoin forecast for 2036: Bear case: $130,686 Base case: $1,599,766 Bull case: $3,667,911 Read the report to find out how we get there: bitwiseinvestments.com/crypt…
Our “2027 Bitcoin Long-Term Capital Market Assumptions” report is live. Ten-year forecasts for bitcoin’s return, volatility, and correlation to stocks. Base case: BTC to $1.6 million by 2036. bitwiseinvestments.com/crypt…
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
The best close up video of the Tesla Roadster; interior and all
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Bʀᴀɴsᴏɴ Bᴏʟʟɪɴɢᴇʀ 🛡 retweeted
The future is NEAR.
Near has landed on Gemini near:native is now available to trade, with deposits and withdrawals enabled → exchange.gemini.com/buy/NEAR
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