+0.0
net board stance
what this means
172.27
-1.0% · close 2026-11-06
+13% / +15% / +18%
1m / 3m / 12m
-25%
vs SPY since 2025-08-01
95%
of 52w range · -1.5% off high
0/1
hit rate as primary · vs SPY -20
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E248 · silent for 48 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on ICE
As a PRIMARY play the besties are 0 hit / 0 partial / 1 miss over 1 closed window — credit 0.0, average vs SPY -20.0. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 📈 Everything becomes a market — prediction-market financialization | ▲ LONG | primary | WRONG | +0.5% | -20.0 | 2026-10-10 |
| 📈 Texas Stock Exchange breaks the NYSE/Nasdaq listing duopoly | ▼ SHORT | adjacent | WRONG | -47.6% | -61.3 | 2025-06-07 |
The tape — what was actually said
every capture on any idea holding ICE, newest first · quotes verbatim, timestamps deep-link into the episode
Chamath
support ×2
▲ on
📈 Everything becomes a market — prediction-market financialization
E248 · 2025-10-24
▶ 24:12
Somebody needs to build the app that makes all of these things fungible. ... you'll want to have a large pool of capital that you can trade across anything. So I can go long NVIDIA, but I can also go short the NICS, and then I can own some Bitcoin all in the same trade.
Friedberg
support ×2
▲ on
📈 Everything becomes a market — prediction-market financialization
E248 · 2025-10-24
▶ 23:52
Polymarket actually has the news before the news does... when people have incentives, that market will find the truth... The polymarket model is the best model because it creates a market... everyone will get a more fair price.
Chamath
support ×2
▲ on
📈 Everything becomes a market — prediction-market financialization
E246 · 2025-10-10
▶ 1:21:43
everything is becoming a market. And you're going to see this convergence where eventually you'll have sports that look like markets, you'll have knowledge that becomes a market, and then you'll ultimately have equities and debt instruments also behave this way, ... I think that that is a huge deal,
Friedberg
support ×2
▼ on
📈 Texas Stock Exchange breaks the NYSE/Nasdaq listing duopoly
E182 · 2024-06-07
▶ 1:01:02
it showed the cost of going public on Nasdaq, Amex and the New York Stock Exchange was about $7.4 million. Cost of going public through an over-the-counter bulletin board listing service was about $2 million.
Chamath
support ×2
▼ on
📈 Texas Stock Exchange breaks the NYSE/Nasdaq listing duopoly
E182 · 2024-06-07
▶ 59:58
I think if you have a third player, there's a chance that more competition will create more rational behavior, which will flow into the companies themselves. So I'm a huge fan of this.