COST is one of the 441 stocks and ETFs coming to opcode: tokenized, held on-chain, bought gasless with any token you already hold. America's 250-year lesson applies to portfolios too: the quiet compounder wins.
Join the waitlist at opcode.fi
End 🧵
The last five years, total return (2021-07-06 to 2026-07-02): Costco +152%, Bitcoin +86%, S&P 500 +84%. Worst drawdown along the way: Costco -31%, Bitcoin -77%. The warehouse beat Bitcoin over the window with less than half the drawdown.
America turned 250 on Saturday. Tall ships from 20 nations sailed past the Statue of Liberty and the Blue Angels flew over New York Harbor. The most American success story in markets is quieter than any of it: a membership warehouse selling bulk groceries. 🧵
AI is now about 45% of the S&P 500. The highest single-sector weight on record. Strip those names out and the index's two-year run shrinks from +142% to +16%. The "safe" broad index is mostly one bet now.🧵
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