Front Run The Week 5/12/25
Palantir Isn’t Lionel Messi — DeFi Already Changed the Game
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Inside the Hype: Palantir’s $1 Trillion Dream
Dan Ives of Wedbush fame just dropped a $1 trillion market cap forecast on Palantir, calling it the Lionel Messi of the AI revolution — the player who reshapes the game.
But here’s the real story:
The game has already been changed — and it wasn’t Palantir who did it.
For decades, the investing world worked like this:
Finance first. Technology somewhere after.
That was the Wall Street playbook — analysts knew cash flows and P/E ratios, but tech was just a sector, not the engine.
Today?
Technology leads. Finance follows.
That’s why TradFi analysts are still playing catch-up. Technology isn’t their expertise — it’s their blind spot.
Even Cathie Wood nailed Bitcoin at $400 because she understood the tech signal — but in traditional markets, she’s still had to battle the old finance-first mindset. I have a lot of respect for her, but her calls in TradFi haven’t been that brilliant. She’s a Degen in disguise, and I think one day it will all pay off for her.
DeFi Already Did What Palantir Wants to Do
Palantir says “you can’t win without us.”
DeFi says you don’t need anyone’s permission to win.
And here’s how this connects to what we’ve been watching:
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