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Sumit Kapoor

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> Be Elon Musk > Build the world's most famous electric car company > Build the world's most ambitious rocket company > Combine Tesla with SpaceX > Unveil a next-generation Roadster that looks straight out of a sci-fi movie > Make it jump over a lineup of cars > Make it flip in mid-air > Make it drive upside down > Equip it with rocket-style thrusters > Hit 0-60 mph in a claimed 0.81 seconds > Target a top speed above 230 mph > Use aerospace technology to turn a sports car into something nobody expects > And make the entire automotive industry look like it's playing a different game. But the real story isn't just about speed. > It's about bringing technologies from two completely different industries together. > Tesla brings electric vehicles, software, vehicle engineering, and manufacturing. > SpaceX brings aerospace engineering, rocket technology, and experience building machines designed to operate under extreme conditions. > Put those worlds together, and you get a vehicle that challenges the traditional definition of a car. Imagine what the next decade could bring: > Vehicles with increasingly advanced active aerodynamics > New propulsion and control technologies > Cars capable of maneuvers once considered science fiction > Greater collaboration between automotive and aerospace engineering > Entirely new ideas about what personal transportation could become Of course, there's a reality check. > This isn't a conventional flying car that can cruise through the sky. > The airborne demonstrations rely on short bursts of thrust, and the technology faces enormous challenges around safety, regulation, cost, and everyday usability. > Production is targeted for 2028, but the real-world capabilities and timeline still need to be proven. And that's what makes this interesting. > Elon Musk has never been particularly interested in simply improving an existing product. > His biggest bets often start by questioning the limits everyone else has accepted. > Electric cars were once dismissed as impractical. > Reusable rockets were once considered an enormous engineering challenge. > Now, Tesla and SpaceX are bringing those worlds together in a Roadster that can perform airborne stunts. Whether this becomes a practical product or remains an engineering spectacle, it pushes people to think beyond the conventional. Elon Musk just brought rocket science to the driveway. 🚀

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🚨 Watch the bond market. Trump was asked about further intervention after Treasury yields moved higher again. His answer: “The ultimate intervention is our military, and if we have to use that, we will.” Whatever he meant by that, the bond market is becoming impossible to ignore.

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🇺🇸 The U.S. just hit $40T in national debt. Gold bugs are celebrating. Bitcoiners are celebrating. Economists are debating. And the debt clock is still running. ⏰ https://t.co/afpizSc6Xd

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🚨 BTC DIDN'T PUMP TODAY FOR NO REASON. A lot of people are seeing $BTC up 5% and thinking: "Crypto is just being crypto." Not this time. Here's what actually happened: The U.S. Treasury announced it will DOUBLE its long-term bond buybacks. In simple terms: The government is stepping into the bond market and buying more bonds than expected. Why does that matter? Because bond prices go up. Yields go down. And that's exactly what happened. The 30-year Treasury yield dropped sharply from recent highs. Now here's where Bitcoin enters the story. 👀 When long-term yields are high, investors can earn attractive returns sitting in bonds. When yields fall, that becomes less attractive. So money starts looking elsewhere. > Stocks. > Crypto. > Risk assets. That's why the reaction wasn't just in BTC. We also saw: • $ETH move higher • $SOL rally • Crypto stocks jump • The U.S. dollar weaken • Risk appetite surge across markets Then came the fuel. Over $1.4 billion in short positions got liquidated. As BTC moved higher, short sellers were forced to buy back positions. That buying pushed price even higher. A classic short squeeze. But there's another reason markets liked this news. Many investors viewed the Treasury's decision as a sign that policymakers don't want long-term yields spiraling out of control. In other words: - More support for liquidity. - Less pressure from higher rates. - And markets love liquidity. Now the big question: What's next? If long-term yields continue falling: → Risk assets could remain supported → Crypto could continue attracting flows → ETF demand becomes even more important → Liquidity conditions improve But if yields start climbing again, today's rally could face its first real test. The key takeaway: Bitcoin didn't rally because of a meme. It rallied because the bond market moved first. And right now, the bond market is driving everything. 🤯

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🇮🇳 India has officially become Asia's least-favored stock market in Bank of America's latest fund manager survey. That's a big shift. Because just a few years ago, global investors couldn't stop talking about the "India growth story." Now they're turning cautious. The biggest concern? India still lacks a clear AI winner. At a time when global capital is chasing anything tied to AI infrastructure, semiconductors, and automation, India has struggled to build a compelling public-market AI narrative. But that's only part of the story. Fund managers also flagged: • Slowing growth • High valuations • Lack of major reforms That's a difficult combination. Especially when investors can find cheaper opportunities elsewhere in Asia. The bigger issue is what this says about global capital flows. Markets don't reward good stories forever. They reward earnings growth, productivity, and future opportunities. Right now, many global investors appear to believe India's valuation premium is running ahead of its growth premium. That doesn't mean the India story is broken. It means expectations have become harder to satisfy. And when expectations are high, even good news isn't always enough. The market spent years asking: "Why should I own India?" Now it's starting to ask: "Why should I overweight India instead of everything else?"

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🚨 BREAKING: President Trump says the 50% tariffs on Canada that were set to take effect tomorrow have been paused for 3 days. He also says the U.S. and Canada "have a deal." https://t.co/qhBRaPuTel

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🇮🇳 India is steadily reducing its dependence on electronics imports. According to IT Minister Ashwini Vaishnaw, component manufacturing investments have now reached ₹69,000 crore. The focus is shifting from simply assembling products in India to building the supply chain itself. A notable step in India's manufacturing push. Source: money control

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🇮🇳 Proud moment for India. Kawa UAV's Divyastra Mk3, a next-generation indigenous jet-powered loitering munition, has successfully completed flight testing. Made in India. Built for India. 🙌 https://t.co/Tbq0UqPOz9