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IdeasIdeas
+2+2
Why ServiceNow beats the AI SaaS selloff
Jun 18, 2026

Why ServiceNow beats the AI SaaS selloff

22% growth, 98% renewal, PEG of 1. NOW trades at its cheapest multiple in a decade.

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m0xt _
IdeasIdeas
+2+2
Why ServiceNow, Salesforce, and Toast survive this new market
Jun 11, 2026

Why ServiceNow, Salesforce, and Toast survive this new market

The SaaSpocalypse wiped $2T off software stocks. But here are three companies priced for death that aren't dying.

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m0xt _
IdeasIdeas
+2+2
Is VVV overpriced at $813M market cap?
Jun 04, 2026

Is VVV overpriced at $813M market cap?

Venice hits $50M ARR with real buyback mechanics. But there’s a big corporate risk to this self-funded crypto fairytale.

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m0xt _
IdeasIdeas
+2+2
How I beat crypto while rotating away from it
May 28, 2026

How I beat crypto while rotating away from it

My full portfolio revealed: GLXY, BTC, KLAR, FIGR, NU, and UBER.

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Chevy Cassar
m0xt _, +1
IdeasIdeas
+2+2
🥛 Analysts modeled the wrong company 📈
May 21, 2026

🥛 Analysts modeled the wrong company 📈

Then Q1 landed, and Klarna ripped 13%.

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m0xt _
IdeasIdeas
+2+2
🥛 The best trade I didn’t make 💀
May 14, 2026

🥛 The best trade I didn’t make 💀

Why I chose SKY over PENDLE’s rally.

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m0xt _
IdeasIdeas
+2+2
🥛 This 'dead' stock owns crypto's missing piece 🤫
May 07, 2026

🥛 This 'dead' stock owns crypto's missing piece 🤫

360,000 cash-out locations. Zero crypto competitors have it.

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m0xt _
IdeasIdeas
+1+1
🥛 Blockchains win. Tokens maybe. ⚡
Apr 30, 2026

🥛 Blockchains win. Tokens maybe. ⚡

The agent economy needs crypto rails. Your portfolio is a different question.

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m0xt _
IdeasIdeas
+2+2
🥛 Why Aave isn’t a buy (yet) 👀
Apr 23, 2026

🥛 Why Aave isn’t a buy (yet) 👀

Six weeks of exits, a major exploit, and a protocol under pressure.

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m0xt _
PROPRO
+1+1
🥛 The onchain credit boom is our next big bet in crypto 💥
Jan 31, 2026

🥛 The onchain credit boom is our next big bet in crypto 💥

A sector with gains in any market cycle.

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m0xt _
PROPRO
+1+1
🥛 Why protocols shouldn’t do buybacks 🚫
Jan 24, 2026

🥛 Why protocols shouldn’t do buybacks 🚫

A clear look at token buybacks and their impact on prices.

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m0xt _
PROPRO
+1+1
🥛 Checking the market’s pulse: Jan ‘26 🩺
Jan 17, 2026

🥛 Checking the market’s pulse: Jan ‘26 🩺

Was it really that bad year for crypto?

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m0xt _
Helping everyday people get smarter about crypto investing. Learn what drives crypto markets and how to capitalize on this emerging industry.

Milk Road Crypto

Helping everyday people get smarter about crypto investing. Learn what drives crypto markets and how to capitalize on this emerging industry.

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