Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

aster-2:native market analysis. For months, aster-2:native lived between the $0.64-$0.66 range. Every breakout attempt was sold, every move capped. That type of consolidation is not weakness, it’s absorption. Now we finally broke through $0.71, a level that had previously rejected price multiple times. That changes the structure completely. The...

lordsambrah's profile picture

sdm

4,188 subscribers

13,148 Aufrufe • vor 3 Monaten •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

What we are seeing with $ANSEM Ansem 🐂🀄️ is just the beginning. Remember, we are only a couple months in and still near the bottom of this next cycle. What happens when volume actually starts to flow in. A lot of current traders were onboarded during the bear market and do not realize what is about to happen. Ansem 🐂🀄️ did the following at the BOTTOM. > RAN a coin from $0 to $440M market cap in the middle of an onchain bear market doing 500M+ in volume while airdropping 10M+ of the supply to people and STILL being the highest market cap coin on-chain after forming support for over a month. Now we have other coins and betas spawning to help support $ANSEM. $MANLET is the first memecoin (launched on Stonk) to be paired with $ANSEM. It has 4% fees, most of which are buying back ANSEM and continuously adding buy pressure. These buybacks are also airdropped to MANLET holders. The higher ANSEM goes, the more attention MANLET gets, which adds volume and adds buybacks to ANSEM. And so on. Hold MANLET, earn ANSEM. The trenches are healing and when $ANSEM breaks into the billions make sure you are positioned.
1:01

What we are seeing with $ANSEM Ansem 🐂🀄️ is just the beginning. Remember, we are only a couple months in and still near the bottom of this next cycle. What happens when volume actually starts to flow in. A lot of current traders were onboarded during the bear market and do not realize what is about to happen. Ansem 🐂🀄️ did the following at the BOTTOM. > RAN a coin from $0 to $440M market cap in the middle of an onchain bear market doing 500M+ in volume while airdropping 10M+ of the supply to people and STILL being the highest market cap coin on-chain after forming support for over a month. Now we have other coins and betas spawning to help support $ANSEM. $MANLET is the first memecoin (launched on Stonk) to be paired with $ANSEM. It has 4% fees, most of which are buying back ANSEM and continuously adding buy pressure. These buybacks are also airdropped to MANLET holders. The higher ANSEM goes, the more attention MANLET gets, which adds volume and adds buybacks to ANSEM. And so on. Hold MANLET, earn ANSEM. The trenches are healing and when $ANSEM breaks into the billions make sure you are positioned.

Fox 🐂🀄️🦊

63,282 Aufrufe • vor 17 Tagen

DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024 When any narrative could fly without fundamentals just on liquidity inflow > Endless liquidity > Endless hype > Endless belief that “this time it’s different” But this market has changed Today projects grow thanks to a sustainable foundation clear economics and mechanisms that work not only in a bull market And if we draw an analogy the best contrast to the meme sector right now is iGaming > Same explosive numbers > Same user flow > Same ability to scale fast But compared to memes the nature of this money is completely different For memes it is Price = Function of attention For iGaming: Price = Function of model That’s why the growth potential of these narratives is similar but the further progress is fundamentally different Although here you also need to be careful because like in any other niche in iGaming there are dishonest or low-quality cases especially if: > The token is not connected to the product > Buybacks come not from revenue but from treasury > There is no real use-case > Liquidity is limited to one chain But of course there are exceptions and personally for me one of the best cases as an example is 1win Token I want to note that they have existed for 10 years and have only been growing during this period And now let’s move to the key advantages that caught my attention: > Userbase of millions of users = demand > Buyback from revenue and therefore it’s not “support” but constant pressure from the business > Dual-native (BNB + SOL) more markets = more liquidity > Regular token burns > Integration into an already existing product If we sum it all up: Memes = pure speculation iGaming (when built properly) = speculation + fundamentals And this combination is what makes the difference Essentially the same growth dynamics but a completely different quality of holding The story of “catching hype” is over now only those with fundamentals win and this project has it NFA DYOR
1:29

DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024 When any narrative could fly without fundamentals just on liquidity inflow > Endless liquidity > Endless hype > Endless belief that “this time it’s different” But this market has changed Today projects grow thanks to a sustainable foundation clear economics and mechanisms that work not only in a bull market And if we draw an analogy the best contrast to the meme sector right now is iGaming > Same explosive numbers > Same user flow > Same ability to scale fast But compared to memes the nature of this money is completely different For memes it is Price = Function of attention For iGaming: Price = Function of model That’s why the growth potential of these narratives is similar but the further progress is fundamentally different Although here you also need to be careful because like in any other niche in iGaming there are dishonest or low-quality cases especially if: > The token is not connected to the product > Buybacks come not from revenue but from treasury > There is no real use-case > Liquidity is limited to one chain But of course there are exceptions and personally for me one of the best cases as an example is 1win Token I want to note that they have existed for 10 years and have only been growing during this period And now let’s move to the key advantages that caught my attention: > Userbase of millions of users = demand > Buyback from revenue and therefore it’s not “support” but constant pressure from the business > Dual-native (BNB + SOL) more markets = more liquidity > Regular token burns > Integration into an already existing product If we sum it all up: Memes = pure speculation iGaming (when built properly) = speculation + fundamentals And this combination is what makes the difference Essentially the same growth dynamics but a completely different quality of holding The story of “catching hype” is over now only those with fundamentals win and this project has it NFA DYOR

Gargoyle

16,672 Aufrufe • vor 5 Monaten

$TAO just reclaimed the #1 AI crypto spot. Most people saw the headline. Almost nobody understands what it means for the price. Here is the data. $NEAR built real infrastructure. Partnerships. Developer activity. A legitimate ecosystem. $TAO just walked past it anyway. Not because of hype. Because Bittensor is the only AI crypto with a functioning marketplace for machine intelligence where supply, demand, and price discovery are all happening on-chain right now. That is not a roadmap. That is a live network. The numbers. 120+ subnets running today. $1.4B+ total ecosystem value. Chutes AI subnet: 150B+ tokens per day. Grayscale GTAO Trust: already live. Single subnet listed on the marketplace at $970,000 asking price. Subnets are becoming assets. The market is starting to price that. What the emission data is telling you. Emission rate is the network's vote on where the most valuable work is being done. When a subnet gains emission share, the collective stake-weighted intelligence of the network has decided that subnet's output is worth more of the TAO supply. Chutes AI gaining emissions while processing 150B tokens daily is not a coincidence. The network is directing capital toward proven output before any headline announces it. Why mainstream money changes everything. James Altucher just launched bluetao. ai, a TAO-powered ChatGPT alternative built directly on Bittensor subnets. He did not just buy the token. He built a product on the network. Products built on a network create structural demand for the native asset. That is how every successful L1 cycle has worked. Bittensor is now getting that builder activity from outside the crypto native world. That is a different signal from a price target tweet. Why $TAO is structurally different. Most AI tokens are betting their chain becomes the preferred environment for AI development. $TAO is not betting on becoming infrastructure. It already is. 120+ subnets running. Miners competing. Validators setting weights. Alpha tokens being priced in real time. The difference between $TAO and every other AI crypto is the difference between a city under construction and a city people are already living in. Van de Poppe said $1,000 to $2,000 in 12 months. He gave you the narrative. The subnet emission data is the mechanism he did not explain. Now you have both. $TAO at $313 with a $3.42B market cap is still early relative to what this network is actually processing. Centralised AI infrastructure companies are valued at hundreds of billions for processing far less novel work than a decentralised intelligence marketplace running 120+ competing subnets simultaneously. The repricing has not happened yet. The subnet marketplace listing at $970,000 is telling you something the price has not caught up to yet.
16:52

$TAO just reclaimed the #1 AI crypto spot. Most people saw the headline. Almost nobody understands what it means for the price. Here is the data. $NEAR built real infrastructure. Partnerships. Developer activity. A legitimate ecosystem. $TAO just walked past it anyway. Not because of hype. Because Bittensor is the only AI crypto with a functioning marketplace for machine intelligence where supply, demand, and price discovery are all happening on-chain right now. That is not a roadmap. That is a live network. The numbers. 120+ subnets running today. $1.4B+ total ecosystem value. Chutes AI subnet: 150B+ tokens per day. Grayscale GTAO Trust: already live. Single subnet listed on the marketplace at $970,000 asking price. Subnets are becoming assets. The market is starting to price that. What the emission data is telling you. Emission rate is the network's vote on where the most valuable work is being done. When a subnet gains emission share, the collective stake-weighted intelligence of the network has decided that subnet's output is worth more of the TAO supply. Chutes AI gaining emissions while processing 150B tokens daily is not a coincidence. The network is directing capital toward proven output before any headline announces it. Why mainstream money changes everything. James Altucher just launched bluetao. ai, a TAO-powered ChatGPT alternative built directly on Bittensor subnets. He did not just buy the token. He built a product on the network. Products built on a network create structural demand for the native asset. That is how every successful L1 cycle has worked. Bittensor is now getting that builder activity from outside the crypto native world. That is a different signal from a price target tweet. Why $TAO is structurally different. Most AI tokens are betting their chain becomes the preferred environment for AI development. $TAO is not betting on becoming infrastructure. It already is. 120+ subnets running. Miners competing. Validators setting weights. Alpha tokens being priced in real time. The difference between $TAO and every other AI crypto is the difference between a city under construction and a city people are already living in. Van de Poppe said $1,000 to $2,000 in 12 months. He gave you the narrative. The subnet emission data is the mechanism he did not explain. Now you have both. $TAO at $313 with a $3.42B market cap is still early relative to what this network is actually processing. Centralised AI infrastructure companies are valued at hundreds of billions for processing far less novel work than a decentralised intelligence marketplace running 120+ competing subnets simultaneously. The repricing has not happened yet. The subnet marketplace listing at $970,000 is telling you something the price has not caught up to yet.

2xnmore

12,150 Aufrufe • vor 3 Monaten

#VRA has been bombarded with FUD posters for the past few days and we have seen the price of $VRA drop considerably. However you need to understand that Verasity | PLRL is going to continue to work on its business regardless of FUD, regardless of short term price action. VRA price action follows Bitcoin price action as does the whole crypto market. FUDDERs have a very small impact on a short term basis ! They go away when the market is up and price is going higher. They come back when the price drops and their unrealised profits go down. Verasity | PLRL has a relatively low cap and is subject to extreme volatility in either direction. It’s a player in a massive market of tens of thousands of different crypto token projects. It has to compete within the market and attract investors who see the potential for long term growth. This happens over time and we are not a project that has paid influencers shilling the token every few weeks so despite the recent FUD and despite the volatility in the market VRA staking is still remarkably full with only 0.5% available capacity at this moment. This shows that “Long Term” holders are still sticking with #VRA and are not going anywhere . They are patient and will allow the team to continue developing the project and growing their client base and delivering on the road map. The Tokenomics which is still the main source of FEAR UNCERTAINTY and DOUBT will eventually be resolved in a matter of weeks as we have been told thar testing continues with the new POV token chain and we will soon go into BETA Testing the new chain for POV. What we can guarantee is that over the coming months there will be more token burns further reducing the tradable supply and there will be more development of the business and as the market rebounds once again so will $VRA price. If you are watching price every day then all you are doing is creating short term stress for yourself. Simply stake your tokens and collect your rewards and wait for the team to do their job. I am chilled 😎 watching and waiting and buying the dips at every opportunity I can. I do expect a significant bounce back upwards over the next few months as we approach the halving event and I am DCAing these dips in price. Remember the main bull run is many months away and really doesn’t normally kick off until several months after the BTC halving if you check back over the history of the previous halvings. Usually you see a short spike upwards then a correction and then the start of the FOMO ! It’s highly likely this process will repeat so stay focused.
0:41

#VRA has been bombarded with FUD posters for the past few days and we have seen the price of $VRA drop considerably. However you need to understand that Verasity | PLRL is going to continue to work on its business regardless of FUD, regardless of short term price action. VRA price action follows Bitcoin price action as does the whole crypto market. FUDDERs have a very small impact on a short term basis ! They go away when the market is up and price is going higher. They come back when the price drops and their unrealised profits go down. Verasity | PLRL has a relatively low cap and is subject to extreme volatility in either direction. It’s a player in a massive market of tens of thousands of different crypto token projects. It has to compete within the market and attract investors who see the potential for long term growth. This happens over time and we are not a project that has paid influencers shilling the token every few weeks so despite the recent FUD and despite the volatility in the market VRA staking is still remarkably full with only 0.5% available capacity at this moment. This shows that “Long Term” holders are still sticking with #VRA and are not going anywhere . They are patient and will allow the team to continue developing the project and growing their client base and delivering on the road map. The Tokenomics which is still the main source of FEAR UNCERTAINTY and DOUBT will eventually be resolved in a matter of weeks as we have been told thar testing continues with the new POV token chain and we will soon go into BETA Testing the new chain for POV. What we can guarantee is that over the coming months there will be more token burns further reducing the tradable supply and there will be more development of the business and as the market rebounds once again so will $VRA price. If you are watching price every day then all you are doing is creating short term stress for yourself. Simply stake your tokens and collect your rewards and wait for the team to do their job. I am chilled 😎 watching and waiting and buying the dips at every opportunity I can. I do expect a significant bounce back upwards over the next few months as we approach the halving event and I am DCAing these dips in price. Remember the main bull run is many months away and really doesn’t normally kick off until several months after the BTC halving if you check back over the history of the previous halvings. Usually you see a short spike upwards then a correction and then the start of the FOMO ! It’s highly likely this process will repeat so stay focused.

Never Give Up

16,166 Aufrufe • vor 2 Jahren

🚨 SPACEX JUST CRASHED 50% - EXACTLY AS I EXPECTED I warned this drop was coming. $SPCX is now down nearly 50% from its peak. And this is not the part that scares me. This is the part I’ve been waiting for. Everyone is calling it a failed IPO. They’re right about the price. But completely wrong about the reason. Here’s what is actually crushing the stock: → Only around 5% of SpaceX is currently floating → Another 20% could unlock after Q2 earnings → More locked shares are expected to hit the market through November → Every new wave adds massive supply while demand is already weak The market stopped aggressively buying near $225. Now every unlock creates another wave of sellers. That is why the stock keeps bleeding. Not because SpaceX suddenly became a bad company. Because the market structure is terrible. And yes, the bears have real arguments: → The valuation is still stretched → Flight 13 was delayed → Japan successfully landed a reusable rocket → Competition is getting stronger All of this makes every unlock even more painful. But here is what almost everyone is missing. Once the final locked shares enter the market, the biggest source of selling pressure disappears. No more unlock waves. No more forced supply. No more shareholders waiting for the first chance to exit. That is usually when sellers finally run out. And that is when institutions start looking seriously. They do not buy peak hype at $225. They buy after the market is exhausted, sentiment is destroyed and everyone has already declared the story dead. The unlock schedule is the entire roadmap. I am not buying yet. The best $SPCX entry of 2026 will likely appear after the final waves of supply hit the market. When I enter, I will post it here first. Keep in mind: I’ve called every major $SPX selloff, 2025 $BTC ATH and move from $126K → $60K I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.
0:54

🚨 SPACEX JUST CRASHED 50% - EXACTLY AS I EXPECTED I warned this drop was coming. $SPCX is now down nearly 50% from its peak. And this is not the part that scares me. This is the part I’ve been waiting for. Everyone is calling it a failed IPO. They’re right about the price. But completely wrong about the reason. Here’s what is actually crushing the stock: → Only around 5% of SpaceX is currently floating → Another 20% could unlock after Q2 earnings → More locked shares are expected to hit the market through November → Every new wave adds massive supply while demand is already weak The market stopped aggressively buying near $225. Now every unlock creates another wave of sellers. That is why the stock keeps bleeding. Not because SpaceX suddenly became a bad company. Because the market structure is terrible. And yes, the bears have real arguments: → The valuation is still stretched → Flight 13 was delayed → Japan successfully landed a reusable rocket → Competition is getting stronger All of this makes every unlock even more painful. But here is what almost everyone is missing. Once the final locked shares enter the market, the biggest source of selling pressure disappears. No more unlock waves. No more forced supply. No more shareholders waiting for the first chance to exit. That is usually when sellers finally run out. And that is when institutions start looking seriously. They do not buy peak hype at $225. They buy after the market is exhausted, sentiment is destroyed and everyone has already declared the story dead. The unlock schedule is the entire roadmap. I am not buying yet. The best $SPCX entry of 2026 will likely appear after the final waves of supply hit the market. When I enter, I will post it here first. Keep in mind: I’ve called every major $SPX selloff, 2025 $BTC ATH and move from $126K → $60K I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

104,794 Aufrufe • vor 1 Monat

🚨 READ THIS CAREFULLY The S&P 500 is entering the most dangerous part of the pattern. We are currently at point 6. The final all-time high zone. This is the phase where everyone thinks the worst is over. It isn’t. This is where the market turns back. This is a 7 point structure. And so far, it has followed the script perfectly. 1 → First support touch. 2 → First rejection from upper resistance. 3 → Second support touch. 4 → Second rejection. 5 → Panic flush into lower support. 6 → Final all-time high and reversal zone. Now comes 7. That is not the start of the dip. That is already the target zone after the reversal. And this is where the real damage starts. If this structure keeps playing out, the S&P 500 is heading toward 5,200 to 5,300. That is where this pattern completes. We are not there yet. Narratives will break there. Bulls will give up there. And most people will only realize it when the dump is already deep. This is exactly why I keep saying the market is much weaker than it looks. The rally is not strength. It is the final squeeze before the next leg down. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
0:30

🚨 READ THIS CAREFULLY The S&P 500 is entering the most dangerous part of the pattern. We are currently at point 6. The final all-time high zone. This is the phase where everyone thinks the worst is over. It isn’t. This is where the market turns back. This is a 7 point structure. And so far, it has followed the script perfectly. 1 → First support touch. 2 → First rejection from upper resistance. 3 → Second support touch. 4 → Second rejection. 5 → Panic flush into lower support. 6 → Final all-time high and reversal zone. Now comes 7. That is not the start of the dip. That is already the target zone after the reversal. And this is where the real damage starts. If this structure keeps playing out, the S&P 500 is heading toward 5,200 to 5,300. That is where this pattern completes. We are not there yet. Narratives will break there. Bulls will give up there. And most people will only realize it when the dump is already deep. This is exactly why I keep saying the market is much weaker than it looks. The rally is not strength. It is the final squeeze before the next leg down. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

57,995 Aufrufe • vor 2 Monaten

🚨 WARNING: SOMETHING VERY SERIOUS IS HAPPENING RIGHT NOW!! Insiders just started buying Gold at $20,000 right after the U.S.-Iran peace deal got cancelled today. Gold is trading at $4,500 right now. Yes, that means they expect Gold prices to TRIPLE. And if you think this is just another manipulation... YOU’RE MISSING THE BIGGER PICTURE. Here’s what matters: This position did NOT form at the highs. It started building AFTER gold broke above $5,600 a few months ago. Then came the quick collapse to $4,200. That’s the part nobody is paying attention to. Retail dumped in fear. These buyers kept adding. Now the trade has expanded to nearly 11,000 contracts. That’s around 1.1 MILLION ounces. Around $5.06 BILLION at today’s value. Around $17.5 BILLION if gold hits the $20,000 strike. That is NOT ordinary flow. That is capital positioning for a full-scale repricing event. Now zoom out. Major bank forecasts for 2026 are sitting around $6,100–$6,300. This trade only becomes meaningful at $20,000. That tells you exactly what this is. This is NOT a normal bull market bet. This is positioning for a monetary reset, a systemic shock, or a market event so severe that $20,000 gold becomes the new baseline. And now the macro backdrop is turning explosive. The US-Iran war is escalating. Middle East instability is accelerating. Energy markets are under pressure. Global risk is expanding fast. And gold always moves first when the system starts cracking. That timing matters. This did NOT start during peak euphoria. It started AFTER the breakdown. When sentiment collapsed and the crowd declared the top was in. That changes everything. Because serious money does NOT react to headlines. It positions ahead of them. It waits for pressure. It waits for uncertainty. And then it moves in size. So what does this mean? It means large capital is still paying for extreme upside in gold. That is NOT speculation. That is preparation. I’ve studied markets for over a decade and called nearly every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it reaches the headlines.
0:22

🚨 WARNING: SOMETHING VERY SERIOUS IS HAPPENING RIGHT NOW!! Insiders just started buying Gold at $20,000 right after the U.S.-Iran peace deal got cancelled today. Gold is trading at $4,500 right now. Yes, that means they expect Gold prices to TRIPLE. And if you think this is just another manipulation... YOU’RE MISSING THE BIGGER PICTURE. Here’s what matters: This position did NOT form at the highs. It started building AFTER gold broke above $5,600 a few months ago. Then came the quick collapse to $4,200. That’s the part nobody is paying attention to. Retail dumped in fear. These buyers kept adding. Now the trade has expanded to nearly 11,000 contracts. That’s around 1.1 MILLION ounces. Around $5.06 BILLION at today’s value. Around $17.5 BILLION if gold hits the $20,000 strike. That is NOT ordinary flow. That is capital positioning for a full-scale repricing event. Now zoom out. Major bank forecasts for 2026 are sitting around $6,100–$6,300. This trade only becomes meaningful at $20,000. That tells you exactly what this is. This is NOT a normal bull market bet. This is positioning for a monetary reset, a systemic shock, or a market event so severe that $20,000 gold becomes the new baseline. And now the macro backdrop is turning explosive. The US-Iran war is escalating. Middle East instability is accelerating. Energy markets are under pressure. Global risk is expanding fast. And gold always moves first when the system starts cracking. That timing matters. This did NOT start during peak euphoria. It started AFTER the breakdown. When sentiment collapsed and the crowd declared the top was in. That changes everything. Because serious money does NOT react to headlines. It positions ahead of them. It waits for pressure. It waits for uncertainty. And then it moves in size. So what does this mean? It means large capital is still paying for extreme upside in gold. That is NOT speculation. That is preparation. I’ve studied markets for over a decade and called nearly every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it reaches the headlines.

0xNobler

340,075 Aufrufe • vor 3 Monaten

🚨 WARNING: SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS... Trump just imposed 20% fees for passage through the Strait of Hormuz. And the US Navy is the toll collector. This has never happened before in modern history. The world's most critical energy chokepoint now has 20% fee on every cargo ship That wants safe passage through it. Let that number land. 20% on every shipment, every tanker, every container, every barrel of oil moving through a strait. JUST IMAGINE. 20 PERCENT. This means that all oil goods will raise at least 20% in price. This is not a military operation. This is a tax on the entire global economy collected at gunpoint in international waters. Think about what 20% does to supply chains that were already under pressure. Oil price goes up before a single additional barrel is disrupted because the cost of moving it just jumped 20% overnight. Every commodity that ships through the strait reprices immediately. Every manufacturer, every refiner, every importer that depends on Gulf supply. Now has a new line item on their cost structure that didn't exist yesterday. And it doesn't stop at energy. Global shipping routes reprice around a blockaded strait. Insurance rates spike again, alternative routes that add weeks to delivery times get activated. Supply chains that took years to optimize get restructured in days out of necessity. Inflation doesn't drift higher from here. It jumps. And a Fed that was already hiking into a slowing economy now hikes into a supply shock that monetary policy has absolutely no tool to address. You cannot cut your way out of a 20% shipping tax., you cannot print your way through a blockaded strait. The equity market has spent three weeks pricing this conflict as temporary. As something with a diplomatic resolution on the other side. As a risk to be managed rather than a structural change to absorb. Today that assumption ends. A naval blockade with a fee structure attached is not a pressure tactic. It's infrastructure. It's a new permanent cost embedded into the global economy that doesn't disappear when talks resume. Stocks haven't priced this. Bonds haven't priced this. Crypto hasn't priced this. They're about to. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Many will regret not following me earlier...
0:25

🚨 WARNING: SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS... Trump just imposed 20% fees for passage through the Strait of Hormuz. And the US Navy is the toll collector. This has never happened before in modern history. The world's most critical energy chokepoint now has 20% fee on every cargo ship That wants safe passage through it. Let that number land. 20% on every shipment, every tanker, every container, every barrel of oil moving through a strait. JUST IMAGINE. 20 PERCENT. This means that all oil goods will raise at least 20% in price. This is not a military operation. This is a tax on the entire global economy collected at gunpoint in international waters. Think about what 20% does to supply chains that were already under pressure. Oil price goes up before a single additional barrel is disrupted because the cost of moving it just jumped 20% overnight. Every commodity that ships through the strait reprices immediately. Every manufacturer, every refiner, every importer that depends on Gulf supply. Now has a new line item on their cost structure that didn't exist yesterday. And it doesn't stop at energy. Global shipping routes reprice around a blockaded strait. Insurance rates spike again, alternative routes that add weeks to delivery times get activated. Supply chains that took years to optimize get restructured in days out of necessity. Inflation doesn't drift higher from here. It jumps. And a Fed that was already hiking into a slowing economy now hikes into a supply shock that monetary policy has absolutely no tool to address. You cannot cut your way out of a 20% shipping tax., you cannot print your way through a blockaded strait. The equity market has spent three weeks pricing this conflict as temporary. As something with a diplomatic resolution on the other side. As a risk to be managed rather than a structural change to absorb. Today that assumption ends. A naval blockade with a fee structure attached is not a pressure tactic. It's infrastructure. It's a new permanent cost embedded into the global economy that doesn't disappear when talks resume. Stocks haven't priced this. Bonds haven't priced this. Crypto hasn't priced this. They're about to. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

84,432 Aufrufe • vor 1 Monat

To our community, clients, and partners, We are closing the year with clarity. This has been Brickken’s best year. We began by announcing a 2.5m raise backed by venture capital firms that invested in execution, not noise. We used that capital to do what matters in this industry: ship product, secure strategic distribution, and build infrastructure that institutions can rely on. This year Brickken became an official tokenization provider for ecosystems such as MANTRA | The EVM L1 for RWAs and XDC Network . These are not symbolic partnerships. They are aligned networks with real demand, long term relevance, and a clear path to institutional scale. We chose partners that are building on chain capital markets, and we are building with them. We also delivered the full product stack. • Our web application is live and production ready. • Our white label platform is live for institutions that need brand control and compliant operations. • Our API is live for teams that require deep integration into existing systems. Brickken is not a promise. It is operational infrastructure. That execution turned into measurable traction. We closed the year with 41m in TVL and surpassed 100 active clients. These are real businesses deploying real assets, running real issuance flows, and building long term programs on Brickken . Tokenization is no longer a concept. It is becoming financial infrastructure, and Brickken is already operating in that reality. The market context matters. Crypto markets faced pressure and the BKN token moved with the cycle. That is not unique to Brickken, it is systemic. What matters is how a company performs when conditions are not easy. We stayed disciplined. We kept shipping. We kept onboarding. We protected the long term plan. This is where our community proved its strength. Your commitment is not passive support, it is a strategic advantage. • The token matters because it is part of the ecosystem we are building. • Our clients matter because they validate product market fit with capital and repetition. • Our partners matter because they expand distribution and credibility. Together, this forms a single system built on trust, alignment, and execution. Now to what comes next. 2026 is the year Brickken steps into leadership. We are contributing to the standards that will define the market, including ERC 7943, because leadership belongs to the builders who shape the rules and deliver the rails. Brickken has a voice in this ecosystem, and it is increasingly referenced and followed for one reason: we execute. We have what it takes to lead at scale. • The team. • The know how. • The product. • The treasuries. • The institutional relationships. • The discipline to keep building through any cycle. We always said we wanted to be a tokenization platform. That ambition has matured. Now the objective is unambiguous: To become the tokenization platform. Competitors can keep talking. We will keep delivering. The gap will not close, it will widen. Our goal is singular: unicorn scale built on real infrastructure, real adoption, and long term value creation. Thank you for building this with us. The foundation is complete. The next phase begins now. Edwin Mata CEO and Co Founder Brickken
4:20

To our community, clients, and partners, We are closing the year with clarity. This has been Brickken’s best year. We began by announcing a 2.5m raise backed by venture capital firms that invested in execution, not noise. We used that capital to do what matters in this industry: ship product, secure strategic distribution, and build infrastructure that institutions can rely on. This year Brickken became an official tokenization provider for ecosystems such as MANTRA | The EVM L1 for RWAs and XDC Network . These are not symbolic partnerships. They are aligned networks with real demand, long term relevance, and a clear path to institutional scale. We chose partners that are building on chain capital markets, and we are building with them. We also delivered the full product stack. • Our web application is live and production ready. • Our white label platform is live for institutions that need brand control and compliant operations. • Our API is live for teams that require deep integration into existing systems. Brickken is not a promise. It is operational infrastructure. That execution turned into measurable traction. We closed the year with 41m in TVL and surpassed 100 active clients. These are real businesses deploying real assets, running real issuance flows, and building long term programs on Brickken . Tokenization is no longer a concept. It is becoming financial infrastructure, and Brickken is already operating in that reality. The market context matters. Crypto markets faced pressure and the BKN token moved with the cycle. That is not unique to Brickken, it is systemic. What matters is how a company performs when conditions are not easy. We stayed disciplined. We kept shipping. We kept onboarding. We protected the long term plan. This is where our community proved its strength. Your commitment is not passive support, it is a strategic advantage. • The token matters because it is part of the ecosystem we are building. • Our clients matter because they validate product market fit with capital and repetition. • Our partners matter because they expand distribution and credibility. Together, this forms a single system built on trust, alignment, and execution. Now to what comes next. 2026 is the year Brickken steps into leadership. We are contributing to the standards that will define the market, including ERC 7943, because leadership belongs to the builders who shape the rules and deliver the rails. Brickken has a voice in this ecosystem, and it is increasingly referenced and followed for one reason: we execute. We have what it takes to lead at scale. • The team. • The know how. • The product. • The treasuries. • The institutional relationships. • The discipline to keep building through any cycle. We always said we wanted to be a tokenization platform. That ambition has matured. Now the objective is unambiguous: To become the tokenization platform. Competitors can keep talking. We will keep delivering. The gap will not close, it will widen. Our goal is singular: unicorn scale built on real infrastructure, real adoption, and long term value creation. Thank you for building this with us. The foundation is complete. The next phase begins now. Edwin Mata CEO and Co Founder Brickken

Brickken

11,946 Aufrufe • vor 8 Monaten

Most $SUI holders know the supply is capped at 10 billion. They have never read the mechanic that turns network growth into permanent scarcity. It is called the Storage Fund. It is the most important thing in the $SUI docs that almost nobody is talking about. Here is exactly how it works. Every time a transaction adds data to the Sui blockchain, the user pays a storage fee. That fee does not go to validators. It does not get burned and forgotten. It flows into the Storage Fund. A permanent pool of SUI that never fully depletes. The Fund stakes itself like any other holder and earns staking rewards. Those rewards get paid to validators to cover the cost of storing historical data that existed before they joined the network. This quietly solves the fatal flaw every other L1 eventually hits. New validators are forced to store years of old state they had zero part in creating. Most chains make that someone else's problem. That leads to centralization, rising costs, and eventual collapse of the validator set. Sui makes past users pay for it. Forever. The Fund spends only its returns. Never the principal. It is designed to outlast the network itself. Now connect the dots to price. Every new object created on chain generates storage fees. More fees means a bigger Fund. A bigger Fund means more SUI permanently locked away from circulation. Network growth does not just increase demand. It structurally reduces supply through the protocol itself. Most holders are pricing parallel execution, sub-second finality, and Move language safety. They have not started pricing the deflationary flywheel that turns real usage into permanent scarcity. That gap between what the docs actually engineered and what the market currently understands is where the multi-year thesis lives. The people who read the docs always buy before the people who read the price.
2:17

Most $SUI holders know the supply is capped at 10 billion. They have never read the mechanic that turns network growth into permanent scarcity. It is called the Storage Fund. It is the most important thing in the $SUI docs that almost nobody is talking about. Here is exactly how it works. Every time a transaction adds data to the Sui blockchain, the user pays a storage fee. That fee does not go to validators. It does not get burned and forgotten. It flows into the Storage Fund. A permanent pool of SUI that never fully depletes. The Fund stakes itself like any other holder and earns staking rewards. Those rewards get paid to validators to cover the cost of storing historical data that existed before they joined the network. This quietly solves the fatal flaw every other L1 eventually hits. New validators are forced to store years of old state they had zero part in creating. Most chains make that someone else's problem. That leads to centralization, rising costs, and eventual collapse of the validator set. Sui makes past users pay for it. Forever. The Fund spends only its returns. Never the principal. It is designed to outlast the network itself. Now connect the dots to price. Every new object created on chain generates storage fees. More fees means a bigger Fund. A bigger Fund means more SUI permanently locked away from circulation. Network growth does not just increase demand. It structurally reduces supply through the protocol itself. Most holders are pricing parallel execution, sub-second finality, and Move language safety. They have not started pricing the deflationary flywheel that turns real usage into permanent scarcity. That gap between what the docs actually engineered and what the market currently understands is where the multi-year thesis lives. The people who read the docs always buy before the people who read the price.

2xnmore

12,744 Aufrufe • vor 3 Monaten

CZ 🔶 BNB it’s great to see BNB Chain truly getting unleashed. So many great events happening ogle the founder of Glue is the advisor of world liberty and Glue is the partner of $Broccoli and will make broccoli accessible with ease in 180 countries. Strategies partnerships need to have use case and make sense and not to be used for hype as hype has no longevity or sustainability. $Broccoli is the first project to ever win the daily liquidity prize of 200k as well as the weekly prize of 500k (total 700,000$) by BNB Chain where CZ 🔶 BNB mentioned that he would add couple hundred BNB into liquidity to same of the round 1 weekly winners. Building matters and this is why $Broccoli is the only organic project that has earned it by building as a true CTO, not to mention $Broccoli is the only project to ever be listed on First Ledger. As well as the partnership which unlocks play, earn and learn crypto on Roblox unlocking education which could go hand to hand with Giggle Academy as $Broccoli already started “Broccoli academy” on there. And now we are talking on Roblox where there is 380 million active users monthly. What I’m really looking forward is Broccoli Park that will be released — a chill green zone where players can touch grass (digitally), relax, and meet our loyal Belgian Malinois (Broccoli)🐕💚 This is the community that has proven that true community can still win by building, this is the definition of building. And not using shortcuts and bribes for voting and many other short term strategies some other broccolis did, like sending over 1,500,000$ worth of tokens to CZ 🔶 BNB , CZ 🔶 BNB does not need that money and only wants to see community win. They thought they could bribe the man that spent the last decade building and making crypto a better place. But this also raises questions as the same project raised to 273mil in 13 seconds with only 43 members. If they send CZ 🔶 BNB over 1.5mil$ how much do these individuals that claim a CTO actually hold ? Non the less, the same project has also used the same logo and branding as $BROWNIE that was launched and managed by the same CTO team. Which was rugged at the time CZ released the real name of his dog. And now are using bribes and other unethical methods to win the vote. $Broccoli spent the whole time building while the noise was going around unbothered and focused on its mission and Will keep building to make this space a better place. Doing the right thing and being good always wins! CZ 🔶 BNB invented (4) Binance invented (SAFU) $Broccoli invented (Organic building ) Binance CZ 🔶 BNB Yi He BNB Chain $Broccoli ogle Glue
0:24

CZ 🔶 BNB it’s great to see BNB Chain truly getting unleashed. So many great events happening ogle the founder of Glue is the advisor of world liberty and Glue is the partner of $Broccoli and will make broccoli accessible with ease in 180 countries. Strategies partnerships need to have use case and make sense and not to be used for hype as hype has no longevity or sustainability. $Broccoli is the first project to ever win the daily liquidity prize of 200k as well as the weekly prize of 500k (total 700,000$) by BNB Chain where CZ 🔶 BNB mentioned that he would add couple hundred BNB into liquidity to same of the round 1 weekly winners. Building matters and this is why $Broccoli is the only organic project that has earned it by building as a true CTO, not to mention $Broccoli is the only project to ever be listed on First Ledger. As well as the partnership which unlocks play, earn and learn crypto on Roblox unlocking education which could go hand to hand with Giggle Academy as $Broccoli already started “Broccoli academy” on there. And now we are talking on Roblox where there is 380 million active users monthly. What I’m really looking forward is Broccoli Park that will be released — a chill green zone where players can touch grass (digitally), relax, and meet our loyal Belgian Malinois (Broccoli)🐕💚 This is the community that has proven that true community can still win by building, this is the definition of building. And not using shortcuts and bribes for voting and many other short term strategies some other broccolis did, like sending over 1,500,000$ worth of tokens to CZ 🔶 BNB , CZ 🔶 BNB does not need that money and only wants to see community win. They thought they could bribe the man that spent the last decade building and making crypto a better place. But this also raises questions as the same project raised to 273mil in 13 seconds with only 43 members. If they send CZ 🔶 BNB over 1.5mil$ how much do these individuals that claim a CTO actually hold ? Non the less, the same project has also used the same logo and branding as $BROWNIE that was launched and managed by the same CTO team. Which was rugged at the time CZ released the real name of his dog. And now are using bribes and other unethical methods to win the vote. $Broccoli spent the whole time building while the noise was going around unbothered and focused on its mission and Will keep building to make this space a better place. Doing the right thing and being good always wins! CZ 🔶 BNB invented (4) Binance invented (SAFU) $Broccoli invented (Organic building ) Binance CZ 🔶 BNB Yi He BNB Chain $Broccoli ogle Glue

Memedaddy

18,896 Aufrufe • vor 1 Jahr

MAME AMA TEXT SUMMARY Words from Founder Brian Sumner 🔶 BNB Save Meme Culture – MAME was never created to be another meme token chasing short-term hype. The mission has always been to rebuild real meme culture and create the kind of communities that made BNB Chain special years ago. The goal is to build a community that believes in something bigger than price action. Long-Term Vision – MAME is being developed as a complete IP, not just a token. The team is expanding the MAME universe through original storytelling, animations, characters, and content designed to grow the brand both inside and outside of crypto. Market Conditions – Current market conditions are largely driven by Bitcoin, with BNB following its movements. Since MAME's liquidity is backed by BNB, price fluctuations are expected. Despite short-term volatility, Brian remains confident in BNB's long-term growth and believes stronger market conditions will naturally bring more activity back to the ecosystem. BNB Chain & Meme Culture – The team continues working to reconnect BNB Chain with meme culture through discussions, partnerships, and community initiatives. Brian emphasized that memes are one of the biggest drivers of users, trading activity, and ecosystem growth, and MAME aims to help restore that culture. Buyback & Burn Strategy – During the AMA, Brian announced that every community buy would be matched with an equivalent Buyback & Burn by the team. He explained that Buyback & Burns are not random events, but part of a broader strategy to reward community participation, generate visibility, and continually reinvest back into MAME. Long-Term Holders – The current focus is attracting believers rather than short-term traders. Brian explained that building a strong community sometimes requires allowing short-term participants to exit while continuing to strengthen the base of long-term holders who genuinely support the project's vision. Transparency & Security – Brian reaffirmed that transparency remains one of the team's highest priorities. Team wallets and project funds remain under secure founder management to protect the project and provide confidence to the community. Marketing & Growth – The team will continue expanding MAME through strategic marketing, ecosystem partnerships, community campaigns, and original content. Every initiative is designed to strengthen the MAME brand rather than create temporary hype. Community – Brian thanked every community member creating artwork, content, and helping grow MAME organically. He emphasized that the community is the foundation of the project and one of its greatest strengths. Closing Message – MAME is still at the beginning of its journey. The focus remains on consistent execution, expanding the MAME universe, growing the community, and continuing the mission to Save Meme Culture.
30:13

MAME AMA TEXT SUMMARY Words from Founder Brian Sumner 🔶 BNB Save Meme Culture – MAME was never created to be another meme token chasing short-term hype. The mission has always been to rebuild real meme culture and create the kind of communities that made BNB Chain special years ago. The goal is to build a community that believes in something bigger than price action. Long-Term Vision – MAME is being developed as a complete IP, not just a token. The team is expanding the MAME universe through original storytelling, animations, characters, and content designed to grow the brand both inside and outside of crypto. Market Conditions – Current market conditions are largely driven by Bitcoin, with BNB following its movements. Since MAME's liquidity is backed by BNB, price fluctuations are expected. Despite short-term volatility, Brian remains confident in BNB's long-term growth and believes stronger market conditions will naturally bring more activity back to the ecosystem. BNB Chain & Meme Culture – The team continues working to reconnect BNB Chain with meme culture through discussions, partnerships, and community initiatives. Brian emphasized that memes are one of the biggest drivers of users, trading activity, and ecosystem growth, and MAME aims to help restore that culture. Buyback & Burn Strategy – During the AMA, Brian announced that every community buy would be matched with an equivalent Buyback & Burn by the team. He explained that Buyback & Burns are not random events, but part of a broader strategy to reward community participation, generate visibility, and continually reinvest back into MAME. Long-Term Holders – The current focus is attracting believers rather than short-term traders. Brian explained that building a strong community sometimes requires allowing short-term participants to exit while continuing to strengthen the base of long-term holders who genuinely support the project's vision. Transparency & Security – Brian reaffirmed that transparency remains one of the team's highest priorities. Team wallets and project funds remain under secure founder management to protect the project and provide confidence to the community. Marketing & Growth – The team will continue expanding MAME through strategic marketing, ecosystem partnerships, community campaigns, and original content. Every initiative is designed to strengthen the MAME brand rather than create temporary hype. Community – Brian thanked every community member creating artwork, content, and helping grow MAME organically. He emphasized that the community is the foundation of the project and one of its greatest strengths. Closing Message – MAME is still at the beginning of its journey. The focus remains on consistent execution, expanding the MAME universe, growing the community, and continuing the mission to Save Meme Culture.

MAME

13,217 Aufrufe • vor 2 Monaten

I’m currently 8 on the vooi all time leaderboard. And now I clearly see why joining early made sense. vooi isn’t competing with perp DEXs it’s aggregating them all into one unified terminal. → No chain switching → No approvals → No gas fees → One balance, one interface It connects liquidity from platforms like Hyperliquid, Aster, Orderly, Ostium offering CEX-level smoothness with full decentralization. Right now, everyone’s talking about Aster and Hyperliquid both backed by Binance Labs and both exploded in hype within weeks. Guess what? Vooi is also backed by Binance Labs. Same investors, similar vision but an even broader solution: a unified trading layer that connects every perp DEX in one place. Key stats so far: •$11.2B+ total volume •132K+ active users •$39M+ daily trading volume And now comes the real alpha 👇 🍪 Cookie DAO 🍪 Campaign A total of 1.92% of $VOOI supply is allocated for community rewards: •🥇 Top 300 Snappers → 0.80% •🥈 Top 500 Snappers → 0.65% •🇰🇷 Top 100 Korean Snappers → 0.15% •🍪 Cookie stakers → 0.32% No speculation. No “maybe” airdrops. It’s official, announced, and transparent. This might be the most straightforward and guaranteed opportunity of the year and there’s still time for those who move early.
0:32

I’m currently 8 on the vooi all time leaderboard. And now I clearly see why joining early made sense. vooi isn’t competing with perp DEXs it’s aggregating them all into one unified terminal. → No chain switching → No approvals → No gas fees → One balance, one interface It connects liquidity from platforms like Hyperliquid, Aster, Orderly, Ostium offering CEX-level smoothness with full decentralization. Right now, everyone’s talking about Aster and Hyperliquid both backed by Binance Labs and both exploded in hype within weeks. Guess what? Vooi is also backed by Binance Labs. Same investors, similar vision but an even broader solution: a unified trading layer that connects every perp DEX in one place. Key stats so far: •$11.2B+ total volume •132K+ active users •$39M+ daily trading volume And now comes the real alpha 👇 🍪 Cookie DAO 🍪 Campaign A total of 1.92% of $VOOI supply is allocated for community rewards: •🥇 Top 300 Snappers → 0.80% •🥈 Top 500 Snappers → 0.65% •🇰🇷 Top 100 Korean Snappers → 0.15% •🍪 Cookie stakers → 0.32% No speculation. No “maybe” airdrops. It’s official, announced, and transparent. This might be the most straightforward and guaranteed opportunity of the year and there’s still time for those who move early.

cilginhamsi53

21,548 Aufrufe • vor 10 Monaten

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

278,422 Aufrufe • vor 1 Jahr

🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.
0:22

🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.

0xNobler

41,155 Aufrufe • vor 2 Monaten

Collectibles are one of if not the HOTTEST market right now. But collectibles have one fundamental flaw, they don't do anything... aside from sit on a shelf or a person hoping they go up in price to sell to the next person. As for digital collectibles, a grail NFT just sits there waiting for the next buyer. > no yield > no cashflow > nothing Kimji fixes that. && here's how it actually works... As A Depositer: > you own blue chip Solana NFTs. instead of just holding, you deposit them into the pool and become the house every time someone rips a pack, you earn. > your NFT keeps its floor price backing, and generates fees while it waits to be pulled. As A Ripper: > you pay 0.77 SOL to rip a pack you pull a random NFT from the pool, with tiered odds across Common, Uncommon, Rare, Epic, and Legendary > the key difference from Pokemon or a gacha game... Is every single NFT in the pool has a real floor price behind it. you're not pulling cardboard with a 1% chance at something. you could pay 0.77 SOL and pull a Legendary Claynosaurz worth 16+ SOL The floor is real. The upside is real. We all witnessed this, and it is what $FWA proved and now what Kimji is bringing to Solana with actual consumer UX Depositors earn on scarce assets instead of just waiting rippers chase real upside with real floors. Today it starts with NFTs, but this can quickly develop and scale to, physical cards, watches, bags or clothing, shit even real estate... What we are witnessing is more GachaFi or CollectableFi Productive scarcity is the next chapter of onchain finance && Kimji is where it starts (My Rips Below, and I also redeposited one of the NFTs i won, but I had to tuck the BoDoggo away)
1:06

Collectibles are one of if not the HOTTEST market right now. But collectibles have one fundamental flaw, they don't do anything... aside from sit on a shelf or a person hoping they go up in price to sell to the next person. As for digital collectibles, a grail NFT just sits there waiting for the next buyer. > no yield > no cashflow > nothing Kimji fixes that. && here's how it actually works... As A Depositer: > you own blue chip Solana NFTs. instead of just holding, you deposit them into the pool and become the house every time someone rips a pack, you earn. > your NFT keeps its floor price backing, and generates fees while it waits to be pulled. As A Ripper: > you pay 0.77 SOL to rip a pack you pull a random NFT from the pool, with tiered odds across Common, Uncommon, Rare, Epic, and Legendary > the key difference from Pokemon or a gacha game... Is every single NFT in the pool has a real floor price behind it. you're not pulling cardboard with a 1% chance at something. you could pay 0.77 SOL and pull a Legendary Claynosaurz worth 16+ SOL The floor is real. The upside is real. We all witnessed this, and it is what $FWA proved and now what Kimji is bringing to Solana with actual consumer UX Depositors earn on scarce assets instead of just waiting rippers chase real upside with real floors. Today it starts with NFTs, but this can quickly develop and scale to, physical cards, watches, bags or clothing, shit even real estate... What we are witnessing is more GachaFi or CollectableFi Productive scarcity is the next chapter of onchain finance && Kimji is where it starts (My Rips Below, and I also redeposited one of the NFTs i won, but I had to tuck the BoDoggo away)

Easy

26,860 Aufrufe • vor 24 Tagen

🚨 WARNING: SOMETHING VERY UNUSUAL IS HAPPENING RIGHT NOW!! Insiders are buying silver options at $900-$1,000 for December 2026. Meanwhile, silver is sitting at ~$80. This means THEY KNOW THE SILVER PRICE WILL PUMP 1,200% IN JUST A FEW MONTHS. And this is NOT retail behavior… Let me break it down simply: This positioning didn’t show up at the highs. It’s concentrated FAR out of the money. We’re talking 10–15x ABOVE the current price. That’s the part most people miss. Retail trades what’s in front of them. Smart money positions for what’s coming. Even with silver at ~$80… Open interest is HEAVILY stacked at the $900–$1,000 range. We’re talking tens of thousands of contracts clustered at the extreme end. And here’s what matters: Max pain sits way down near ~$300. Price is ~$80. But the biggest positioning is nearly 15x higher. That’s NOT normal. That’s not hedging. That’s not routine positioning. That’s a tail-risk bet on a full repricing of silver. Now connect the dots. There is an ongoing war with Iran and global tensions are escalating fast. This WILL impact markets. No mainstream forecast is calling for $1,000 silver. Yet that’s exactly where size is building. That tells you everything. This is NOT positioning for a normal bull run. This is positioning for a monetary event, a system shock, and a market collapse. These events WILL send silver into true price discovery. And the timing matters. This isn’t happening during peak hype. It’s building quietly, far from attention, while most people aren’t even looking. That one detail explains a lot. Because real money doesn’t chase narratives. It builds where disbelief is highest. So if you’re wondering what this means, it’s simple: Someone with serious capital is paying for EXTREME upside in silver - from $80 to $1,000. That’s not speculation. That’s preparation. I’ve spent 10 years studying markets, and I’ve called most major tops and bottoms along the way. And I’ll call it again in 2026. Follow me and turn notifications on before it’s too late. Don’t become the exit liquidity.
0:23

🚨 WARNING: SOMETHING VERY UNUSUAL IS HAPPENING RIGHT NOW!! Insiders are buying silver options at $900-$1,000 for December 2026. Meanwhile, silver is sitting at ~$80. This means THEY KNOW THE SILVER PRICE WILL PUMP 1,200% IN JUST A FEW MONTHS. And this is NOT retail behavior… Let me break it down simply: This positioning didn’t show up at the highs. It’s concentrated FAR out of the money. We’re talking 10–15x ABOVE the current price. That’s the part most people miss. Retail trades what’s in front of them. Smart money positions for what’s coming. Even with silver at ~$80… Open interest is HEAVILY stacked at the $900–$1,000 range. We’re talking tens of thousands of contracts clustered at the extreme end. And here’s what matters: Max pain sits way down near ~$300. Price is ~$80. But the biggest positioning is nearly 15x higher. That’s NOT normal. That’s not hedging. That’s not routine positioning. That’s a tail-risk bet on a full repricing of silver. Now connect the dots. There is an ongoing war with Iran and global tensions are escalating fast. This WILL impact markets. No mainstream forecast is calling for $1,000 silver. Yet that’s exactly where size is building. That tells you everything. This is NOT positioning for a normal bull run. This is positioning for a monetary event, a system shock, and a market collapse. These events WILL send silver into true price discovery. And the timing matters. This isn’t happening during peak hype. It’s building quietly, far from attention, while most people aren’t even looking. That one detail explains a lot. Because real money doesn’t chase narratives. It builds where disbelief is highest. So if you’re wondering what this means, it’s simple: Someone with serious capital is paying for EXTREME upside in silver - from $80 to $1,000. That’s not speculation. That’s preparation. I’ve spent 10 years studying markets, and I’ve called most major tops and bottoms along the way. And I’ll call it again in 2026. Follow me and turn notifications on before it’s too late. Don’t become the exit liquidity.

0xNobler

686,632 Aufrufe • vor 4 Monaten

Jensen Huang just made a statement that every investor in AI infrastructure needs to hear (Save this). He said that the AI buildout is accelerating, the second half of this year is going to be much larger than the first half, and next year is going to be very, very large. Micron is the best positioned to win from this because every Nvidia GPU requires High Bandwidth Memory stacked directly on the chip to feed it data fast enough to keep up. There is no AI compute without memory, and right now there is simply not enough memory to go around. Micron's entire HBM supply for 2026 is already completely sold out under multi-year agreements before the year even started. Micron's own management has acknowledged they can only satisfy 50 to 65 percent of demand from some of their most important customers. That is not a problem that gets fixed quickly, because new fabs take years to build. Micron's Idaho expansion does not come online until mid-2026, a second Idaho facility is not expected until 2028, and a new New York fab is looking at 2030. The demand Jensen just described is arriving right now, and the supply to meet it is years away. The financial results already reflect this dynamic. Micron's Q2 fiscal 2026 revenue came in at $23.86 billion, nearly triple what it was a year earlier beating consensus by roughly $3.8 billion. The HBM market alone is expected to grow from $35 billion today to $100 billion by 2028, and Micron has been consistently ahead of that forecast. Jensen just told the world the second half of this year and all of next year are going to be larger than anything that came before. Micron is the company that supplies the memory those GPUs need to run, and it cannot build supply fast enough to keep up with demand. Come join Milk Road Pro for our full deep dive on Micron, the HBM supply thesis and our AI trade thesis! Link below!
1:28

Jensen Huang just made a statement that every investor in AI infrastructure needs to hear (Save this). He said that the AI buildout is accelerating, the second half of this year is going to be much larger than the first half, and next year is going to be very, very large. Micron is the best positioned to win from this because every Nvidia GPU requires High Bandwidth Memory stacked directly on the chip to feed it data fast enough to keep up. There is no AI compute without memory, and right now there is simply not enough memory to go around. Micron's entire HBM supply for 2026 is already completely sold out under multi-year agreements before the year even started. Micron's own management has acknowledged they can only satisfy 50 to 65 percent of demand from some of their most important customers. That is not a problem that gets fixed quickly, because new fabs take years to build. Micron's Idaho expansion does not come online until mid-2026, a second Idaho facility is not expected until 2028, and a new New York fab is looking at 2030. The demand Jensen just described is arriving right now, and the supply to meet it is years away. The financial results already reflect this dynamic. Micron's Q2 fiscal 2026 revenue came in at $23.86 billion, nearly triple what it was a year earlier beating consensus by roughly $3.8 billion. The HBM market alone is expected to grow from $35 billion today to $100 billion by 2028, and Micron has been consistently ahead of that forecast. Jensen just told the world the second half of this year and all of next year are going to be larger than anything that came before. Micron is the company that supplies the memory those GPUs need to run, and it cannot build supply fast enough to keep up with demand. Come join Milk Road Pro for our full deep dive on Micron, the HBM supply thesis and our AI trade thesis! Link below!

Milk Road AI

77,554 Aufrufe • vor 2 Monaten

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."
2:18

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."

The All-In Podcast

98,290 Aufrufe • vor 1 Jahr