Mark Moss Profile picture
Nov 2 15 tweets 8 min read
The REAL reason Musk bought Twitter is SO MUCH BIGGER than we’ve all been told.

Has this been a plan that's been in the making for over 2 decades?

Time for a thread🧵investigating the PayPal Mafias next revolutionary technological invention in the 21st century👇

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Everyone knows that the richest man on the planet just bought Twitter...

While everyone is debating and fighting over what this means for free speech and ''democracy,'' I think we're all being distracted.

I'm more interested in what this will mean for digital payments.

2/ Image
To understand this deeper and gauge what Elons true intentions may be, we have to analyze his first big breakthrough, PayPal.

Paypal was founded in 1998 by some of the greatest minds of our time, and was created to revolutionize digital money🌏 @peterthiel @mlevchin

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These early founders of Paypal are now known as the ''PayPal mafia.''

Many of the PayPal mafia crew went on to create some of the most disruptive technology companies of the 21st century after leaving PayPal.

They were visionaries, decades ahead of their time.

4/ Image
For example, in a 1999 speech, Peter Thiel prophetically predicted how the combination of the internet and decentralized money, would become unstoppable in the digital age.

This speech took place a full decade before Satoshi even invented #Bitcoin

5/ ImageImage
This is why they originally started PayPal.

A picture from one of their early slide decks shows that they wanted to reinvent the entire financial system.

They wanted to create a parallel system, one that would operate outside of the banking system..... sound familiar?

6/ Image
Sadly, their original vision failed because the technology at the time wasn't able to create this decentralized revolution.

PayPal became a payment network that was still confined inside the existing system, and the Mafia all moved on to work on different projects...

7/ Image
However, it's 2022 and the technology is not only ready, but #Bitcoin is already changing the world

The Mafias' original vision could soon become a reality, and this suggests why the original team is scrambling to position themselves at the forefront of this revolution

8/ Image
When Elon announced that he was going to buy Twitter in May 2022, he gave a pitch deck to the investors, that reported he intended to launch a new Twitter product called ''X.''

The 20 yr old original ''X.com'' cards had a letter ''X'' on them.

9/ ImageImage
What we can see here is that in 2017, Elon also bought back the ''X.com'' domain.

At the time he said he had no plans right now for it, but it has great sentimental value to him.....

10/ Image
The Twitter buy looks even more interesting when we later analyze the recent movements from the original PayPal Mafia, who're all quietly moving into the digital payments space

Is Musk quietly assembling the dream team for a new digital payments platform?

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Since Elon first announced he was going to buy Twitter, the stock price is up by over 40%.

Meanwhile its woke competitors are being decimated👇

📉Facebook -70%
📉Netflix -60%

The free market is giving you a loud and clear signal.

Go woke and you will go broke!

12/ Image
The smartest money in the world could be realizing that Twitter may be the future of social media....

Now, what is this new product ''X''?

Will the PayPal Mafia dream team get back into the digital payments space and propel Twitter to the next level?

13/ Image
Make sure you tune into my recent video where I answer all of those of questions and break all of this down in more detail!👇


14/
That's a wrap!

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1. Follow me @1MarkMoss for more of these
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More from @1MarkMoss

Nov 4
By now you must have heard that the United States only has 25 days of diesel fuel left!

Will we be left stranded with no diesel this coming winter?

Time for a thread breaking down the data no one is talking about🧵👇

1/ Image
Our country's diesel reserves are at a 20-year low, currently hovering 20% below our 5-year average.

We haven’t had less than 110M barrels of diesel in our reserves since 1951, but today is FAR different than 1951....

2/ Image
In 1951 our population was half the size of today's population, and we used far less diesel in the economy.

So that 102M barrels we had in inventory in 1951 was actually equivalent to having 102 days of supply.

Today, the 102M barrels we have will only last us 25 days.

3/ Image
Read 12 tweets
Oct 31
🤔Are you connecting the dots? * * *

A story 20 years in the making...

Elon Musk reportedly wants to launch a new Twitter product called 'X' which he projects would have 104 million subscribers by 2028
1/ Musk starts with the name X which Paypal keeps when he leaves, but then 5 years ago, he buys it back?
engadget.com/2017-07-11-elo…
2/ In May he announces plans with Twitter and a new product titled "X"
businessinsider.com/elon-musk-new-…
Read 4 tweets
Oct 29
Is the world's deepest and most liquid market facing a liquidity crisis?

Time for a thread🧵on the worrying signs emerging in the US treasury market that could be the catalyst to bring the long-awaited Fed pivot👇

1/ Image
When Janet Yellen has to publicly admit concerns about liquidity in the markets, it must be bad.

Analysts at BoA recently warned that rising illiquidity in the $15T US treasury market could spill over into the derivatives market, threatening the entire financial system.

2/ Image
So what’s causing the illiquidity?

The largest buyers and holders of treasuries in prior decades have now turned into net sellers today

❌The Fed is selling USTs doing QT
❌Japan is selling treasuries to stabilize the Yen
❌China is selling treasuries to stabilize the Yuan

3/ ImageImage
Read 10 tweets
Oct 26
🔴What if there is NO Global Financial Market Crash Coming?

I know... that's crazy talk, right?

Everyone is expecting another big crash to happen any day now, but what if markets hold here and start going back up?

Let's discuss why this could happen in a short thread👇
2/ In life and investing, there is NO such thing as certainties, only probabilities

A mistake investors make is thinking they are "certain" and then they only look at data that "confirms" their bias

A much better approach is to always look for data that disproves your bias Image
3/ Are you 100% certain the markets will crash again from here? Are you 80%, or 60%?

Do your positions match your convictions?

let's look at why there might not be another big crash coming as most people are waiting for right now Image
Read 13 tweets
Oct 21
China is literally being sent back to the medieval dark ages!⚔️🛡️

The 21st-century technology arms race has just begun, and the recent sanctions placed on China look set to send them back into the dark ages!🇨🇳

Time for a THREAD🧵👇

1/
In the information age, I expect semiconductors to become the world's most valuable ''commodity. ''

It's already the fastest-growing industry in the world, projected to hit $1T by 2030.

Chips are in everything. From phones, computers, drones, and even missiles!

2/
China is spending more money on importing semiconductors than they do importing oil.

This is a big deal because China has to import the majority of its energy.

For them to spend more money on semiconductors, it shows how critical these little computer chips are to China.

3/
Read 11 tweets
Oct 21
The 5th largest economy with the 4th most used currency is trading like an Emerging Market

The U.K.’s government just collapsed with Truss being forced to resign as PM after only 44 days

what else 👇
1/ The 4th most used Currency in the World, the British Pound is now trading at a near 40-year low. Image
2/ UK Gov Bonds are exploding to the upside, with the yield on 2-Year bond now trading at levels not seen since 2009 during the Gbondsreat Financial Crisis

Oh, and... inflation in the U.K. is at 13% so yields are going up from here Image
Read 4 tweets

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