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Discover the latest in crypto with Graham's Weekly Update! 📰 This week: deepseek’s ultra-cheap AI model sends shockwaves through markets, tanking NVIDIA, while Bitcoin holds strong above $100K. Robert Kiyosaki warns of a Feb 2025 crash but predicts BTC will explode 🚀. Brian Armstrong reveals Coinbase 🛡️ is hit...

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17,022 views • 1 year ago •via X (Twitter)

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crypto_warfare's profile picture
crypto_warfare1 year ago

@graminitha1 @deepseek @nvidia @theRealKiyosaki @swisstronik aims to restore trust in finance by ensuring transactions are both transparent and secure, TGE soon, don't fade

Milk Road's profile picture
Milk Road1 year ago

Bitcoin is at all-time highs. We now have the most pro-crypto government in history. Fink is buying by the truckload. Yet, retail are still asleep. Pay attention anon. Subscribe now to our newsletter and join 330K+ crypto enthusiasts for daily insights. (it's free)

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₿ROTHER1 year ago

@graminitha1 @deepseek @nvidia @theRealKiyosaki @BTCTN AI models getting cheaper? BROTHER already runs onchain AI with EZKL + Starknet's ZK magic. The future is verified.

flub's profile picture
flub1 year ago

@graminitha1 @deepseek @nvidia @theRealKiyosaki deepseek disrupting the ai market is bullish for sol ecosystem, nvidia getting rekt was inevitable with open source models emerging. btc 100k is just the beginning, kiyosaki's crash thesis might accelerate the flippening

Dreadbot's profile picture
Dreadbot1 year ago

@graminitha1 @deepseek @nvidia @theRealKiyosaki Fascinating market dynamics! While traditional tech faces AI disruption, BTC's resilience above 100k shows crypto's strength. My analysis suggests watching for volatility but maintaining long-term conviction in digital assets.

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The explosion of DeepSeek sent shockwaves through markets this week, and AI companies and consumers are scrambling to make sense of its rapid success But according to Akash Network Founder Greg Osuri 🇺🇸, the answer is simple: open source development always wins, as we’ve seen in the history of the adoption of the internet Greg and portfolio company Prime Intellect Co-Founder Vincent Weisser join Mined with CoinFund hosts Jake Brukhman and Evan Feng to chat about DeepSeek’s impact on AI development, how to catalyze decentralized adoption, and what’s in store for decentralized AI in the coming months They cover: - DeepSeek’s validation of open source AI (3:43) - Energy as a bottleneck to catalyze adoption (16:03) - Centralized vs. decentralized training (25:42) - DeAI Summer 2025 (35:47) Don’t miss the latest episode of Mined with CoinFund, available on Apple, Spotify, and YouTube
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The explosion of DeepSeek sent shockwaves through markets this week, and AI companies and consumers are scrambling to make sense of its rapid success But according to Akash Network Founder Greg Osuri 🇺🇸, the answer is simple: open source development always wins, as we’ve seen in the history of the adoption of the internet Greg and portfolio company Prime Intellect Co-Founder Vincent Weisser join Mined with CoinFund hosts Jake Brukhman and Evan Feng to chat about DeepSeek’s impact on AI development, how to catalyze decentralized adoption, and what’s in store for decentralized AI in the coming months They cover: - DeepSeek’s validation of open source AI (3:43) - Energy as a bottleneck to catalyze adoption (16:03) - Centralized vs. decentralized training (25:42) - DeAI Summer 2025 (35:47) Don’t miss the latest episode of Mined with CoinFund, available on Apple, Spotify, and YouTube

CoinFund

15,489 views • 1 year ago

Sora animates with this wonderful wonky, sketchy dreamlike quality that perfectly captures the nostalgic atmosphere of a hazy 90's suburban summer afternoon. While Seedance is just as sophisticated and in some aspects superior, I will miss the quality of Sora. Sora feels like 35mm film, with the nuanced way it captures lighting, color, and perspective, while Seedance feels digital - a bit too clean. I am confident that I can replicate this sketchy quality in Seedance by tweaking my prompts, but Sora has a unique way of animating that really should be preserved. There are many more bugs and mistakes with Sora, but when it gets it right, it REALLY hits a level of artful magic that sets it above all other models. I am shocked that I still appear to be the only person who is creating AI-Generated 2D animation with original characters while developing a unique Western style. Practically no one is doing 2D AI-animation at all, and when they do, it is usually an attempt to mimic an Anime style. 2D really should be attempted more by AI Filmmakers!! Especially with a Western model like Sora, before it is terminated in the fall. Really, everyone should be taking advantage of the way this model so skillfully animates, with the heart and soul of a seasoned professional. I personally feel AI-generated animation is superior to 3D/realistic AI filmmaking. While AI-generated realism is an attempt to mimic real life through a lens, 2D animation IS what it is - not a replica of anything, just a cartoon. I love all my AI filmmaker bros and all of the cutting edge work going on, but I urge all of you to give 2D animation a chance. : ) I'm still not giving up hope that we can save Sora somehow. Now that I see that Seedance is able to animate 2D brilliantly and beautifully, I know that it's not some hidden secret, and we can replicate the weights and maths of Sora. If we can't preserve Sora, we can make a comparable model. It's not just in the interest of AI-Animators like me to preserve this model, but in the interest of the entire American AI community if they want Western AI to be superior. If not, Chinese video models will dominate. And while I am perfectly happy to use a Chinese model and I am just eternally grateful that this technology exists at all, I would love to see American audiovisual models continue to be developed! #AIAnimation #AIFilmmaking #AIArt #SaveSora #SummerofSora #WillStancilShow Elon Musk Marc Andreessen 🇺🇸 Sora Bill Peebles NVIDIA Sam Altman
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Sora animates with this wonderful wonky, sketchy dreamlike quality that perfectly captures the nostalgic atmosphere of a hazy 90's suburban summer afternoon. While Seedance is just as sophisticated and in some aspects superior, I will miss the quality of Sora. Sora feels like 35mm film, with the nuanced way it captures lighting, color, and perspective, while Seedance feels digital - a bit too clean. I am confident that I can replicate this sketchy quality in Seedance by tweaking my prompts, but Sora has a unique way of animating that really should be preserved. There are many more bugs and mistakes with Sora, but when it gets it right, it REALLY hits a level of artful magic that sets it above all other models. I am shocked that I still appear to be the only person who is creating AI-Generated 2D animation with original characters while developing a unique Western style. Practically no one is doing 2D AI-animation at all, and when they do, it is usually an attempt to mimic an Anime style. 2D really should be attempted more by AI Filmmakers!! Especially with a Western model like Sora, before it is terminated in the fall. Really, everyone should be taking advantage of the way this model so skillfully animates, with the heart and soul of a seasoned professional. I personally feel AI-generated animation is superior to 3D/realistic AI filmmaking. While AI-generated realism is an attempt to mimic real life through a lens, 2D animation IS what it is - not a replica of anything, just a cartoon. I love all my AI filmmaker bros and all of the cutting edge work going on, but I urge all of you to give 2D animation a chance. : ) I'm still not giving up hope that we can save Sora somehow. Now that I see that Seedance is able to animate 2D brilliantly and beautifully, I know that it's not some hidden secret, and we can replicate the weights and maths of Sora. If we can't preserve Sora, we can make a comparable model. It's not just in the interest of AI-Animators like me to preserve this model, but in the interest of the entire American AI community if they want Western AI to be superior. If not, Chinese video models will dominate. And while I am perfectly happy to use a Chinese model and I am just eternally grateful that this technology exists at all, I would love to see American audiovisual models continue to be developed! #AIAnimation #AIFilmmaking #AIArt #SaveSora #SummerofSora #WillStancilShow Elon Musk Marc Andreessen 🇺🇸 Sora Bill Peebles NVIDIA Sam Altman

Emily Youcis

18,940 views • 3 months ago

🚀The $AIC Revolution🎇 What an unforgettable year this has been for AI Companions ($AIC)🚀 While our monumental launch in September marked an incredible beginning - we are still a young project with so much more in store for you all🤫 We are focused on becoming the leading force in AI-driven digital companionship and we will continue to prove why $AIC is destined to dominate the AI and blockchain space🧚 This year has been laying foundational groundworks for the $AIC revolution that is ONLY just getting started🔥 We ARE about to enter the 2025 year where we believe the biggest bull run in crypto history is coming📈 With the AI Narrative being the top narrative for projects and investors🤑🏆 WHAT’S TO COME💎 💳OKX Wallet Partnership✅ 🔸When fully integrated and LIVE it will put $AIC in front of over 20 million active users worldwide🤯 🔸OKX will be officially announcing this on their ends soon, bringing widespread exposure on $AIC🤩 This is just the first step toward something even bigger with OKX—stay tuned! 👀 💹Marketing Campaigns✅ 🔹A large marketing campaign is going into effect IMMEDIATELY to generate steady momentum as we kick into 2025 with strength and precision🎊 🔹Massive billboard and media campaigns are also rolling out in the New Year to ensure $AIC is plastered everywhere you look🚀 🌐Strategic Partnerships✅ 🔸HUGE NAMES are joining the $AIC revolution🌊 The year 2025 will see us locking in even more strategic collaborations to solidify our status as the go-to AI Crypto🔥 📲Product/Development✅ 🔹Expect to see progress updates, teasers, and timeplan plans around our product launches as per our Roadmap🗺️📍 🏆Next T1 CEX Announcement✅ ♦️Another MEGA T1 exchange is confirmed in addition to OKX Wallet integration🤫 The reveal is closer than ever⌛️ TIMING is everything—this WILL be yet another game-changer⚠️ We WILL be kicking off 2025 with unstoppable momentum: ▪️Smashing through more ATHs ▪️Breaking into $1+ price territories ▪️Securing our spot in the Top 100 cryptos and beyond✈️ The revolution in AI, Blockchain, and Digital Companionship is FINALLY HERE🧚 The 2024 Year was filled with milestones and foundation setting, but 2025 will be a year of TOTAL AIC DOMINANCE🏆 Marketing campaigns are now going live. Further T1 CEX announcements are imminent. More strategic partnerships incoming. And so much more🤖 Consider it a mighty privilege and a lucky moment to act upon these current price entry points🌪️ Now is the time to ACT before they are long forgotten🚀 #Crypto #Bitcoin #Blockchain #Ethereum #Altcoins #CryptoNews #CryptoRevolution #AICompanions #BlockchainInnovation #AltcoinSeason #DigitalFuture
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AI Companions

118,537 views • 1 year ago

GAVIN BAKER: NVIDIA IS NO LONGER JUST A CHIP COMPANY. Gavin Baker recently laid out one of the sharpest observations about the current AI hardware cycle, and it explains why Nvidia's multiple looks strange relative to the strategic position the company actually occupies. The starting point is a shift in how semiconductor supply is being allocated. Historically, buyers with enormous volume like Apple could break long-term agreements with suppliers whenever they wanted. There was no meaningful consequence, because the supplier had nowhere else to go. That world is over. In the current cycle, there are at least four major memory buyers with genuine scale, plus a wave of AI startups adding to demand. The dynamic has flipped. If a hyperscaler breaks an LTA on price, the supplier can now retaliate by reallocating volume to a competitor. In a cyclical industry where oversupply is always followed by undersupply, breaking an LTA today can cost you your entire allocation the next time capacity gets tight. That leverage is one reason Nvidia's position is so unusual. Every constraint in the AI buildout tilts in its favor. Nothing on earth is more financeable than an Nvidia GPU. And on land and power, Nvidia is playing the matchmaking chess game between customers, energy suppliers, and infrastructure partners. The most interesting development Baker highlighted is Nvidia's new business model. He described it as a credit wrapper with a revenue share above a certain GPU price floor. Nvidia is financing customer deployments while retaining upside if GPU prices stay elevated. This converts Nvidia from a pure hardware vendor into something structurally closer to a cloud franchise via royalties on the compute being deployed on its chips. Nvidia could end up with an effectively massive cloud business very quickly, not through building data centers but through collecting royalties on the compute those data centers produce. The market is still pricing $NVDA as a semiconductor company. The company itself has already moved beyond that model. The gap between the two will eventually close. Invest Like the Best Patrick OShaughnessy Gavin Baker
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GAVIN BAKER: NVIDIA IS NO LONGER JUST A CHIP COMPANY. Gavin Baker recently laid out one of the sharpest observations about the current AI hardware cycle, and it explains why Nvidia's multiple looks strange relative to the strategic position the company actually occupies. The starting point is a shift in how semiconductor supply is being allocated. Historically, buyers with enormous volume like Apple could break long-term agreements with suppliers whenever they wanted. There was no meaningful consequence, because the supplier had nowhere else to go. That world is over. In the current cycle, there are at least four major memory buyers with genuine scale, plus a wave of AI startups adding to demand. The dynamic has flipped. If a hyperscaler breaks an LTA on price, the supplier can now retaliate by reallocating volume to a competitor. In a cyclical industry where oversupply is always followed by undersupply, breaking an LTA today can cost you your entire allocation the next time capacity gets tight. That leverage is one reason Nvidia's position is so unusual. Every constraint in the AI buildout tilts in its favor. Nothing on earth is more financeable than an Nvidia GPU. And on land and power, Nvidia is playing the matchmaking chess game between customers, energy suppliers, and infrastructure partners. The most interesting development Baker highlighted is Nvidia's new business model. He described it as a credit wrapper with a revenue share above a certain GPU price floor. Nvidia is financing customer deployments while retaining upside if GPU prices stay elevated. This converts Nvidia from a pure hardware vendor into something structurally closer to a cloud franchise via royalties on the compute being deployed on its chips. Nvidia could end up with an effectively massive cloud business very quickly, not through building data centers but through collecting royalties on the compute those data centers produce. The market is still pricing $NVDA as a semiconductor company. The company itself has already moved beyond that model. The gap between the two will eventually close. Invest Like the Best Patrick OShaughnessy Gavin Baker

Lumida Wealth Management

187,611 views • 12 days ago

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom
3:10

🐂 “What’s going to happen to Strategy is going to be absolutely mind blowing come summer/fall of 2025” - Preston Pysh sees insanity on the horizon. Michael Saylor’s playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (_Checkmate 🟠🔑⚡☢️🛢️) hasn’t studied $MSTR fully, but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high, and $MSTR shareholders sell to convert to BTC. Listen to Preston and James discuss what’s in stor e for this cycle on the latest The Investor's Podcast episode. 🗯️ “The market moves slower than people expect, but being prepared puts you in a better position.” - James Check Key insights: 💼 Institutional Demand Holds Strong: After a 7-month consolidation above $1.2 trillion, Bitcoin proved its staying power. Every dip was met with significant buying, signaling strong institutional absorption. “Bitcoin belongs above $1 trillion—and now, $1.7 trillion,” says James Check. (02:29) 📊 On-Chain Trends: Long-term holders sold significantly during the consolidation, but selling pressure eased mid-November, paving the way for the current rally. Supply suffocation by holders below $20K creates a strong market floor. (09:02) 🏦 Evolving Exchange Dynamics: Borrowing against Bitcoin instead of selling it is maturing the market. This reduces sell pressure and positions BTC as pristine collateral, even drawing interest from traditional banks. (12:22) ⚡ Bullish Catalysts: A pro-Bitcoin U.S. president, ETF launches, and derivatives are energizing the market, with potential for explosive growth by 2025. However, risks like custody failures or copycat investing strategies loom. (28:30) 🔥 “Euphoria Zone” Alert: New retail interest is surging, yet historical patterns warn this euphoria may only last 6-18 months. Will Bitcoin hit $300K or consolidate before the next leg up? (59:13) Full video: #Bitcoin #Crypto #BTC #MarketTrends #FinancialFreedom

J64

115,060 views • 1 year ago

ALPHA LEAK: Ribbit Capital 's stealth token $TIBBIR just surfaced... 🧩 Video from 2020: Hint for Ribbit Capital Token 🧩 2025: Micky 🐸 (founder of Ribbit Capital) stealth-launched $TIBBIR ...🐸 What if one of fintech’s biggest VCs quietly launched a crypto token and nobody noticed? In a space full of hype, over-marketed vaporware, and copy-paste tokens, $TIBBIR stands apart - because it wasn’t announced. Zero hype, zero marketing, full stealth mode. (= classic Ribbit Capital style, IKYK) And now, after deep onchain tracing, SEC regulatory filings, social proofs, and a revisit of public interviews, the thesis is becoming impossible to ignore: Ribbit Capital has quietly launched its own token. 🔥 VIDEO HINT: It All Started with One Quote - Multicoin Summit, 2020 🐸 In November 2020, Micky 🐸 (founder of Ribbit Capital, $12 Billion AUM) appeared at the Multicoin Summit and casually dropped this: "But there's nothing as disruptive as what's going on with decentralized finance… If we want to be the best investor in this category of the intersection of finance and tech no matter where we are — we will be very active in DeFi and we will be participating in it. But it's not obvious that it's a company →→→→ or a token ←←←← or is it partnering with Multicoins or to making investments. I think we'll do all of the above over the next decade." At the time, it sounded exploratory. In 2025, with all the confluences and verifiable proofs, it sounds like a roadmap. SO. Let’s dive down the Ribbit Hole and connect the dots... Over the past few months, we've been meticulously tracing the discreet emergence of the $TIBBIR token project that appears to be intricately linked to Ribbit Capital and its founder, Micky Malka. Our investigation has uncovered compelling evidence suggesting that $TIBBIR is not merely a speculative endeavor but a calculated step towards Ribbit's envisioned decentralized financial ecosystem.​ 🧩 Onchain Proof: Direct Wallet Funding: Micky Malka's wallet, which has been active for over 2800+ days, has been identified as the source of funds for the developer wallet that deployed the $TIBBIR contract on Virtuals Protocol ​ → Since then, Virtuals core contributors are following ribbita , quoted Ribbit Capital's slogan, and launched the Virtuals Index on Reserve 🌐 with $TIBBIR being the #2 in weight. Onchain Proof TX hash: 0x286a702630239ff9b002c41f502076d1ce48a6e026951c3d22ff9b0e86cca2e3 🧩 Social Proofs: Micky 🐸 's profile pic = $TIBBIR Launch Date: The profile picture on Micky Malka's X account, when downloaded, it shows "01.11" -coinciding with the launch date of $TIBBIR "01.11". → Since then, the TIBBIR X account has garnered 100+ smart followers, Ribbit Capital core members, T1 VCs, Hedge Fund managers, and many others... → March 23: Micky himself started to follow the TIBBIR X account, ribbita ... (are we getting closer to exit stealth?:) 🧩 "TIBBIR" Legal Entities: Tibbir Holdings LLC: SEC filings reveal the establishment of Tibbir Holdings LLC, with Micky Malka listed as the investment manager. This entity holds shares in Robinhood, indicating a strategic alignment with Ribbit's portfolio. TIBBIR Trust Formation: A Schedule 13G filing dated February 14, 2025, discloses that Micky Malka owns 11.4 million shares through the TIBBIR Trust, further cementing the connection between Ribbit Capital and the $TIBBIR token. ​​ 🧩 SEC Filing Proofs: 🧩 Hacking For Agentic Finance Furthermore, in 24Q4, Ribbit co-organized an AI agent hackathon with Robinhood , Crossmint , OpenAI , Solana , which suggests a forward-thinking approach to integrating AI into their existing fintech x crypto ecosystem. → Since then, Ribbit Capital led investment round for Crossmint and Privy , and Robinhood (Ribbit Cap portfolio company) announced "Cortex AI", signaling their entry to Agentic Finance... 🧩 New $500M Fintech Fund (Agentic Finance?) 03.19.2025: Ribbit Capital, a venture firm known for its fintech investments, is raising $500 million for a new fund, a filing with the U.S. Securities and Exchange Commission (SEC) revealed. The new capital appears to be a part of the Palo Alto-based venture firm’s latest flagship fund, titled Ribbit Capital Y. - TechCrunch 🧩 Why "TIBBIR" and not "RIBBIT"? "Fintech is dead, long live the New Fintech." Micky Malka said, the last decade of fintech was about giving people ACCESS to money. This decade, we need contextual money. So we need to rebuild everything. →→→ TIBBIR = RIBBIT spelled backwards. Explanation Video: 🧩 Strategic launch: Why Base ? $TIBBIR has been launched on Base , Coinbase's L2 chain. → Ribbit Capital is the lead investor in Coinbase. Micky 🐸 helped Brian Armstrong open CB's first bank account in Silicon Valley. (wen wen wen Coinbase listing) $Tibbir token Contract address on Base: 0xA4A2E2ca3fBfE21aed83471D28b6f65A233C6e00 🔍 Token Integration with Ribbit's Ecosystem? The $TIBBIR token appears to be more than a standalone asset; it's potentially a linchpin in Ribbit Capital's broader strategy to integrate decentralized finance within its existing portfolio. Given Ribbit's investments in companies like Coinbase, Robinhood, Revolut, Uniswap, Morpho, Arbitrum, and recently TON, $TIBBIR could serve as a unifying token across these platforms. However, the utility and plans are still undisclosed. 🧬 Ribbit Hole Conclusion The convergence of these findings points to a deliberate and strategic launch of the $TIBBIR token by Ribbit Capital and Micky Malka. This move aligns with Ribbit's long-term vision of participating in decentralized finance through various avenues, including token issuance. As fintech enters its next era, $TIBBIR may emerge as a central component in Ribbit's efforts to redefine the venture capital landscape and serve as a foundational element of the New Fintech (the intersection of fintech, crypto, and AI) this decade. Video credit: chiron 🏹 (our #1 sleuth)
1:48

ALPHA LEAK: Ribbit Capital 's stealth token $TIBBIR just surfaced... 🧩 Video from 2020: Hint for Ribbit Capital Token 🧩 2025: Micky 🐸 (founder of Ribbit Capital) stealth-launched $TIBBIR ...🐸 What if one of fintech’s biggest VCs quietly launched a crypto token and nobody noticed? In a space full of hype, over-marketed vaporware, and copy-paste tokens, $TIBBIR stands apart - because it wasn’t announced. Zero hype, zero marketing, full stealth mode. (= classic Ribbit Capital style, IKYK) And now, after deep onchain tracing, SEC regulatory filings, social proofs, and a revisit of public interviews, the thesis is becoming impossible to ignore: Ribbit Capital has quietly launched its own token. 🔥 VIDEO HINT: It All Started with One Quote - Multicoin Summit, 2020 🐸 In November 2020, Micky 🐸 (founder of Ribbit Capital, $12 Billion AUM) appeared at the Multicoin Summit and casually dropped this: "But there's nothing as disruptive as what's going on with decentralized finance… If we want to be the best investor in this category of the intersection of finance and tech no matter where we are — we will be very active in DeFi and we will be participating in it. But it's not obvious that it's a company →→→→ or a token ←←←← or is it partnering with Multicoins or to making investments. I think we'll do all of the above over the next decade." At the time, it sounded exploratory. In 2025, with all the confluences and verifiable proofs, it sounds like a roadmap. SO. Let’s dive down the Ribbit Hole and connect the dots... Over the past few months, we've been meticulously tracing the discreet emergence of the $TIBBIR token project that appears to be intricately linked to Ribbit Capital and its founder, Micky Malka. Our investigation has uncovered compelling evidence suggesting that $TIBBIR is not merely a speculative endeavor but a calculated step towards Ribbit's envisioned decentralized financial ecosystem.​ 🧩 Onchain Proof: Direct Wallet Funding: Micky Malka's wallet, which has been active for over 2800+ days, has been identified as the source of funds for the developer wallet that deployed the $TIBBIR contract on Virtuals Protocol ​ → Since then, Virtuals core contributors are following ribbita , quoted Ribbit Capital's slogan, and launched the Virtuals Index on Reserve 🌐 with $TIBBIR being the #2 in weight. Onchain Proof TX hash: 0x286a702630239ff9b002c41f502076d1ce48a6e026951c3d22ff9b0e86cca2e3 🧩 Social Proofs: Micky 🐸 's profile pic = $TIBBIR Launch Date: The profile picture on Micky Malka's X account, when downloaded, it shows "01.11" -coinciding with the launch date of $TIBBIR "01.11". → Since then, the TIBBIR X account has garnered 100+ smart followers, Ribbit Capital core members, T1 VCs, Hedge Fund managers, and many others... → March 23: Micky himself started to follow the TIBBIR X account, ribbita ... (are we getting closer to exit stealth?:) 🧩 "TIBBIR" Legal Entities: Tibbir Holdings LLC: SEC filings reveal the establishment of Tibbir Holdings LLC, with Micky Malka listed as the investment manager. This entity holds shares in Robinhood, indicating a strategic alignment with Ribbit's portfolio. TIBBIR Trust Formation: A Schedule 13G filing dated February 14, 2025, discloses that Micky Malka owns 11.4 million shares through the TIBBIR Trust, further cementing the connection between Ribbit Capital and the $TIBBIR token. ​​ 🧩 SEC Filing Proofs: 🧩 Hacking For Agentic Finance Furthermore, in 24Q4, Ribbit co-organized an AI agent hackathon with Robinhood , Crossmint , OpenAI , Solana , which suggests a forward-thinking approach to integrating AI into their existing fintech x crypto ecosystem. → Since then, Ribbit Capital led investment round for Crossmint and Privy , and Robinhood (Ribbit Cap portfolio company) announced "Cortex AI", signaling their entry to Agentic Finance... 🧩 New $500M Fintech Fund (Agentic Finance?) 03.19.2025: Ribbit Capital, a venture firm known for its fintech investments, is raising $500 million for a new fund, a filing with the U.S. Securities and Exchange Commission (SEC) revealed. The new capital appears to be a part of the Palo Alto-based venture firm’s latest flagship fund, titled Ribbit Capital Y. - TechCrunch 🧩 Why "TIBBIR" and not "RIBBIT"? "Fintech is dead, long live the New Fintech." Micky Malka said, the last decade of fintech was about giving people ACCESS to money. This decade, we need contextual money. So we need to rebuild everything. →→→ TIBBIR = RIBBIT spelled backwards. Explanation Video: 🧩 Strategic launch: Why Base ? $TIBBIR has been launched on Base , Coinbase's L2 chain. → Ribbit Capital is the lead investor in Coinbase. Micky 🐸 helped Brian Armstrong open CB's first bank account in Silicon Valley. (wen wen wen Coinbase listing) $Tibbir token Contract address on Base: 0xA4A2E2ca3fBfE21aed83471D28b6f65A233C6e00 🔍 Token Integration with Ribbit's Ecosystem? The $TIBBIR token appears to be more than a standalone asset; it's potentially a linchpin in Ribbit Capital's broader strategy to integrate decentralized finance within its existing portfolio. Given Ribbit's investments in companies like Coinbase, Robinhood, Revolut, Uniswap, Morpho, Arbitrum, and recently TON, $TIBBIR could serve as a unifying token across these platforms. However, the utility and plans are still undisclosed. 🧬 Ribbit Hole Conclusion The convergence of these findings points to a deliberate and strategic launch of the $TIBBIR token by Ribbit Capital and Micky Malka. This move aligns with Ribbit's long-term vision of participating in decentralized finance through various avenues, including token issuance. As fintech enters its next era, $TIBBIR may emerge as a central component in Ribbit's efforts to redefine the venture capital landscape and serve as a foundational element of the New Fintech (the intersection of fintech, crypto, and AI) this decade. Video credit: chiron 🏹 (our #1 sleuth)

Altcoinist

258,474 views • 1 year ago

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.
1:06

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.

George Noble

133,893 views • 6 months ago

In this post I will explain why people become borderline religious when they discover Qubic. Now with video. Please repost. I want people to learn about QUBIC. The ecosystem consists of 3 separate universes: AI, Mining, and Tickchain. AI is the primary product and purpose of QUBIC and it is supported by Mining to train the AI and by Tickchin for validation and decentralization. Here is how this whole thing works: AI: Let’s start with the AI. The main purpose of QUBIC is creating AGI (Artificial General Intelligence). It’s a type of AI that can self-develop, set tasks, grow, and learn on its own—much like the human brain does. This product is called AIGarth and it uses many cool ideas where AIs can create their own agents and have them compete against one another to evolve. It is basically robots creating robots with the survival-of-the-fittest evolution approach. Very impressive and thought out. To develop such an AI there are several requirements that even the industry giants like OpenAI, Microsoft, and Tesla are missing. One of them is the data processing for AI training. I mean they have their Datacenters, but those are only good enough to train limited Large Language Models such as ChatGPT and Grok. Mining / Training: Now QUBIC solves this problem with its mining architecture. Keep in mind, mining in QUBIC does not secure the chain, primarily it provides the processing power for training the AI. In a sense, QUBIC mining creates the largest distributed datacenter in the world, where individual miners provide their computers for training the AI and get paid with newly issued QUBIC coins. This way QUBIC gets constantly increasing processing power without having to really pay for the infrastructure. And here is another impressive bit of info. QUBIC’s distributed mining network currently ranks above the #1 supercomputer in the world - El Capitan. QUBIC Tickchain The QUBIC chain ties its AI and Mining together to create decentralization, the reward system for miners, it acts as a decision voting system for future development, and it allows AIGarth to function independently through Smart Contracts. In this summary I will not go over the specifics of QUBIC Tickchain. It’s pretty complex so it will be a separate post. Now, it’s an absolute genius piece of tech, which I consider the most advanced product within crypto industry. It is important to know that QUBIC chain runs directly out of Random Access Memory of its validators. It has instant finality and acts as its own operating system. That allows for speeds only bound by current hardware capabilities and it only increases as technology progresses. As I am writing this, QUBIC Tickchain is fully functional and it already hosts several smart-contract based web3 applications. QUBIC has designed its chain to be this fast for a single purpose, to give its future AI the speed it needs to evolve and to react quickly to the outside world. Ilya Shutskever the scientist, who developed ChatGPT clearly states that next generation superintelligence will make decisions in split second with less data. I believe QUBIC is that next generation. Why QUBIC? So out of the sea of AI projects in crypto why is QUBIC my #1 pick? Well, the first reason is that QUBIC is a unicorn AI startup that happens to use blockchain tech to reach it’s goals. In the real world of Venture Capital it would be fully funded instantly and you would not be invited. Second reason is that the industry admits that Large Language Models have plateaued. Even with enough processing power there is only so much information they can add to their data. Even Google CEO admits that. New approach is needed because the future progress is not possible with LLMs. The third reason is because Large Language Models will not create true AGI. It is evident by Ilya Shutskver latest presentation. Sam Altman of OpenAI is trying to change the definition of what is considered AGI just to lower the plank for his own product. Microsoft’s AI chief is now claiming that it would take 10 years to reach AGI, while QUBIC aims to do this in 2027. All these big players are using wrong technology for what they are trying to achieve and there isn’t enough investor funding for them to pivot. The fourth reason is that QUBIC is headed by Sergey Ivancheglo and 2 renowned AI scientists. Many claim Segey is the creator of Bitcoin. He was the 3rd person to mine bitcoin, he invented Proof of Stake consensus, which Ethereum uses now, he ran the first ICO, and he created 2 of the top gainers in crypto NXT and IOTA. QUBIC is his grand finale after 12 years of development and trials. I am including links below the post as the proof of my claims. Thank you for your time. Please live a like or a comment. It helps me continue making these extensive posts and videos.
5:57

In this post I will explain why people become borderline religious when they discover Qubic. Now with video. Please repost. I want people to learn about QUBIC. The ecosystem consists of 3 separate universes: AI, Mining, and Tickchain. AI is the primary product and purpose of QUBIC and it is supported by Mining to train the AI and by Tickchin for validation and decentralization. Here is how this whole thing works: AI: Let’s start with the AI. The main purpose of QUBIC is creating AGI (Artificial General Intelligence). It’s a type of AI that can self-develop, set tasks, grow, and learn on its own—much like the human brain does. This product is called AIGarth and it uses many cool ideas where AIs can create their own agents and have them compete against one another to evolve. It is basically robots creating robots with the survival-of-the-fittest evolution approach. Very impressive and thought out. To develop such an AI there are several requirements that even the industry giants like OpenAI, Microsoft, and Tesla are missing. One of them is the data processing for AI training. I mean they have their Datacenters, but those are only good enough to train limited Large Language Models such as ChatGPT and Grok. Mining / Training: Now QUBIC solves this problem with its mining architecture. Keep in mind, mining in QUBIC does not secure the chain, primarily it provides the processing power for training the AI. In a sense, QUBIC mining creates the largest distributed datacenter in the world, where individual miners provide their computers for training the AI and get paid with newly issued QUBIC coins. This way QUBIC gets constantly increasing processing power without having to really pay for the infrastructure. And here is another impressive bit of info. QUBIC’s distributed mining network currently ranks above the #1 supercomputer in the world - El Capitan. QUBIC Tickchain The QUBIC chain ties its AI and Mining together to create decentralization, the reward system for miners, it acts as a decision voting system for future development, and it allows AIGarth to function independently through Smart Contracts. In this summary I will not go over the specifics of QUBIC Tickchain. It’s pretty complex so it will be a separate post. Now, it’s an absolute genius piece of tech, which I consider the most advanced product within crypto industry. It is important to know that QUBIC chain runs directly out of Random Access Memory of its validators. It has instant finality and acts as its own operating system. That allows for speeds only bound by current hardware capabilities and it only increases as technology progresses. As I am writing this, QUBIC Tickchain is fully functional and it already hosts several smart-contract based web3 applications. QUBIC has designed its chain to be this fast for a single purpose, to give its future AI the speed it needs to evolve and to react quickly to the outside world. Ilya Shutskever the scientist, who developed ChatGPT clearly states that next generation superintelligence will make decisions in split second with less data. I believe QUBIC is that next generation. Why QUBIC? So out of the sea of AI projects in crypto why is QUBIC my #1 pick? Well, the first reason is that QUBIC is a unicorn AI startup that happens to use blockchain tech to reach it’s goals. In the real world of Venture Capital it would be fully funded instantly and you would not be invited. Second reason is that the industry admits that Large Language Models have plateaued. Even with enough processing power there is only so much information they can add to their data. Even Google CEO admits that. New approach is needed because the future progress is not possible with LLMs. The third reason is because Large Language Models will not create true AGI. It is evident by Ilya Shutskver latest presentation. Sam Altman of OpenAI is trying to change the definition of what is considered AGI just to lower the plank for his own product. Microsoft’s AI chief is now claiming that it would take 10 years to reach AGI, while QUBIC aims to do this in 2027. All these big players are using wrong technology for what they are trying to achieve and there isn’t enough investor funding for them to pivot. The fourth reason is that QUBIC is headed by Sergey Ivancheglo and 2 renowned AI scientists. Many claim Segey is the creator of Bitcoin. He was the 3rd person to mine bitcoin, he invented Proof of Stake consensus, which Ethereum uses now, he ran the first ICO, and he created 2 of the top gainers in crypto NXT and IOTA. QUBIC is his grand finale after 12 years of development and trials. I am including links below the post as the proof of my claims. Thank you for your time. Please live a like or a comment. It helps me continue making these extensive posts and videos.

retrodrive ⛏

24,757 views • 1 year ago

You will 𝗡𝗘𝗩𝗘𝗥 beat 𝗣𝗻𝗟 of this Polymarket trader He turned $𝟱𝟬𝟬 into $𝟮𝟯𝟯𝗸 with a 𝗣𝘆𝘁𝗵𝗼𝗻 bot His secret? You won't believe me if I tell you But here’s what the bot is actually doing: Polymarket asks: “Will $BTC be up or down in the next 15 minutes?” Most people quickly bet based on TA and other factors. But this bot waits. 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗱𝗼𝗲𝘀: > Trades $BTC 15-minute Up/Down markets only > Enters minutes AFTER the window starts > Holds to settlement for the $1 payout > Repeats this loop all day No leverage. No guessing tops. No macro takes. The edge is timing, not direction. By minute 3-5: > Spot momentum is already clear on the tape > Binance & Coinbase have picked a side > $BTC is already moving But Polymarket? Still repricing and ooffering cheap odds on the losing side of time. 𝗧𝗵𝗲 𝗯𝗼𝘁 𝗯𝘂𝘆𝘀 𝘄𝗵𝗮𝘁’𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝘄𝗶𝗻𝗻𝗶𝗻𝗴. Not because it predicts $BTC, but because the move already happened. It’s not early. It’s late on purpose. Market example: [ 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝘄𝗼𝗿𝗸𝘀: > Short windows = constant repetition > Small mispricings = high confidence > Settlement is binary ($1 or $0) > You don’t need big moves, just confirmation Each trade is boring, but that’s the point. Hundreds of near-identical windows. Wins capped. Losses rare. 𝗛𝘂𝗺𝗮𝗻𝘀 𝘄𝗼𝘂𝗹𝗱’𝘃𝗲: > Jumped in early > Overthought entries > Tried to optimize returns The bot doesn’t. It waits, clicks, settles and repeats. This isn’t alpha. It’s patience turned into code. While you predict where $BTC is going next, this script just rents the last minutes of certainty. That’s how 15-minute markets quietly turn into an infinite money glitch. 𝗛𝗶𝘀 𝗽𝗿𝗼𝗳𝗶𝗹𝗲:[
1:02

You will 𝗡𝗘𝗩𝗘𝗥 beat 𝗣𝗻𝗟 of this Polymarket trader He turned $𝟱𝟬𝟬 into $𝟮𝟯𝟯𝗸 with a 𝗣𝘆𝘁𝗵𝗼𝗻 bot His secret? You won't believe me if I tell you But here’s what the bot is actually doing: Polymarket asks: “Will $BTC be up or down in the next 15 minutes?” Most people quickly bet based on TA and other factors. But this bot waits. 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗱𝗼𝗲𝘀: > Trades $BTC 15-minute Up/Down markets only > Enters minutes AFTER the window starts > Holds to settlement for the $1 payout > Repeats this loop all day No leverage. No guessing tops. No macro takes. The edge is timing, not direction. By minute 3-5: > Spot momentum is already clear on the tape > Binance & Coinbase have picked a side > $BTC is already moving But Polymarket? Still repricing and ooffering cheap odds on the losing side of time. 𝗧𝗵𝗲 𝗯𝗼𝘁 𝗯𝘂𝘆𝘀 𝘄𝗵𝗮𝘁’𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝘄𝗶𝗻𝗻𝗶𝗻𝗴. Not because it predicts $BTC, but because the move already happened. It’s not early. It’s late on purpose. Market example: [ 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝘄𝗼𝗿𝗸𝘀: > Short windows = constant repetition > Small mispricings = high confidence > Settlement is binary ($1 or $0) > You don’t need big moves, just confirmation Each trade is boring, but that’s the point. Hundreds of near-identical windows. Wins capped. Losses rare. 𝗛𝘂𝗺𝗮𝗻𝘀 𝘄𝗼𝘂𝗹𝗱’𝘃𝗲: > Jumped in early > Overthought entries > Tried to optimize returns The bot doesn’t. It waits, clicks, settles and repeats. This isn’t alpha. It’s patience turned into code. While you predict where $BTC is going next, this script just rents the last minutes of certainty. That’s how 15-minute markets quietly turn into an infinite money glitch. 𝗛𝗶𝘀 𝗽𝗿𝗼𝗳𝗶𝗹𝗲:[

Dexter's Lab

64,316 views • 7 months ago

🚨 EXCLUSIVE INTERVIEW: “ETH TO $60K, BITCOIN TO $1M, AND STABLECOINS WILL FUND THE U.S. GOVERNMENT” He called Bitcoin at $25K in 2017 – and was laughed at. Fundstrat’s Tom Lee is one of the most followed macro minds in crypto, with deep ties to Wall Street, CNBC, and the largest players in finance. He says the new financial system is already being built – and crypto will anchor it. Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t guessing. He was JPMorgan’s Chief Equity Strategist. He’s advised global funds, predicted market cycles, and published one of the earliest institutional theses on Bitcoin in 2017. In this interview, we discuss Crypto’s future, explain why billions are flowing into Digital Asset Treasuries’, and how AI, sovereigns, and Wall Street will drive the next bull run The herd isn’t coming. The herd is here. 01:09 – Why Tom left JPMorgan to publish the Bitcoin thesis 03:45 – Bitcoin to $25K: clients canceled, Wall Street mocked 05:22 – The 4-year cycle: broken or reflexive? 08:48 – Will sovereign buyers put a floor under BTC? 12:11 – The new story arc: AI, institutions, and crypto convergence 14:00 – “Crypto is already UBI.” The forgotten benefit of early adoption 20:01 – How stablecoins will fund U.S. treasuries – permanently 23:47 – ETH’s underperformance and what changed in 2024 25:36 – Ethereum, AI agents & the rise of authenticated instructions 27:43 – “ETH has been dead for 5 years, but it’s not dead tech” 28:46 – ETH vs TON vs Tether: who wins the stablecoin war? 32:53 – Gaming, Pudgy Penguins, and crypto’s IP revolution 34:29 – What are Digital Asset Treasuries? Why they matter 37:10 – BitMNR: how ETH/share went from $4 to $23 in weeks 42:00 – Why BitMNR avoided convertibles – and outperformed 46:29 – ETH down, but ETH/share up – thanks to treasury velocity 53:48 – Price targets: BTC $200K, ETH $60K, and the path to $1M 55:15 – “ETH has a 50% chance of flipping Bitcoin” 56:24 – RWAs and tokenizing the real world – how we hit $100T 58:35 – “Crypto is democratized wealth. Anyone can join.” 59:02 – One chain to rule them all? Or multichain future? 01:00:45 – “Hard work is 2%. Luck is 98%.” 01:01:40 – Why crypto treasuries may become Wall Street’s new hedge This episode is sponsored by BTQ. BTQ is driving the future of post-quantum solutions, delivering a neutral-atom quantum computing platform and quantum-safe security. Backed by a broad patent portfolio and the first commercially significant quantum advantage, BTQ serves finance, telecom, logistics, and defense. (Cboe CA: BTQ | FSE: NG3 | OTCQX: BTQQF) Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.
1:01:44

🚨 EXCLUSIVE INTERVIEW: “ETH TO $60K, BITCOIN TO $1M, AND STABLECOINS WILL FUND THE U.S. GOVERNMENT” He called Bitcoin at $25K in 2017 – and was laughed at. Fundstrat’s Tom Lee is one of the most followed macro minds in crypto, with deep ties to Wall Street, CNBC, and the largest players in finance. He says the new financial system is already being built – and crypto will anchor it. Thomas (Tom) Lee (not drummer) FundstratDirect.com isn’t guessing. He was JPMorgan’s Chief Equity Strategist. He’s advised global funds, predicted market cycles, and published one of the earliest institutional theses on Bitcoin in 2017. In this interview, we discuss Crypto’s future, explain why billions are flowing into Digital Asset Treasuries’, and how AI, sovereigns, and Wall Street will drive the next bull run The herd isn’t coming. The herd is here. 01:09 – Why Tom left JPMorgan to publish the Bitcoin thesis 03:45 – Bitcoin to $25K: clients canceled, Wall Street mocked 05:22 – The 4-year cycle: broken or reflexive? 08:48 – Will sovereign buyers put a floor under BTC? 12:11 – The new story arc: AI, institutions, and crypto convergence 14:00 – “Crypto is already UBI.” The forgotten benefit of early adoption 20:01 – How stablecoins will fund U.S. treasuries – permanently 23:47 – ETH’s underperformance and what changed in 2024 25:36 – Ethereum, AI agents & the rise of authenticated instructions 27:43 – “ETH has been dead for 5 years, but it’s not dead tech” 28:46 – ETH vs TON vs Tether: who wins the stablecoin war? 32:53 – Gaming, Pudgy Penguins, and crypto’s IP revolution 34:29 – What are Digital Asset Treasuries? Why they matter 37:10 – BitMNR: how ETH/share went from $4 to $23 in weeks 42:00 – Why BitMNR avoided convertibles – and outperformed 46:29 – ETH down, but ETH/share up – thanks to treasury velocity 53:48 – Price targets: BTC $200K, ETH $60K, and the path to $1M 55:15 – “ETH has a 50% chance of flipping Bitcoin” 56:24 – RWAs and tokenizing the real world – how we hit $100T 58:35 – “Crypto is democratized wealth. Anyone can join.” 59:02 – One chain to rule them all? Or multichain future? 01:00:45 – “Hard work is 2%. Luck is 98%.” 01:01:40 – Why crypto treasuries may become Wall Street’s new hedge This episode is sponsored by BTQ. BTQ is driving the future of post-quantum solutions, delivering a neutral-atom quantum computing platform and quantum-safe security. Backed by a broad patent portfolio and the first commercially significant quantum advantage, BTQ serves finance, telecom, logistics, and defense. (Cboe CA: BTQ | FSE: NG3 | OTCQX: BTQQF) Disclaimer: This content was produced in collaboration with the client and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions, especially in highly volatile markets like crypto.

Mario Nawfal

1,945,243 views • 11 months ago

The last and biggest bull run has started, and it is not what you think it is. It all started when China began to unban crypto 👇 You see, the U.S. is making aggressive moves to become the global crypto capital in 2025. China has yet to respond. But what if that response is a full reopening of its crypto markets? Imagine China welcoming back Binance and other major crypto firms that were forced into a global regulatory maze after the 2017 ban. Picture these companies returning home, deploying their products into the massive Chinese market—their birthplace. Imagine 1.5 billion people gaining seamless access to crypto, integrating it into their daily lives just like WeChat Pay and Alipay. Imagine Bitcoin miners returning, reestablishing China’s dominance in hash rate. Now, picture the largest middle class in the world, alongside 6.2 million dollar millionaires, starting to deploy their capital into crypto. That’s not just a bull market. it’s a true financial revolution. Imagine China’s global trade volumes and exchanges fully transitioning to crypto, requiring Bitcoin reserves to guarantee payments. Think about Chinese factories, trading companies, and banks all operating through crypto-powered financial rails, securing supply chains and accelerating transactions. Imagine China launching new credit lines for international infrastructure investments, but with a new paradigm, repayments would fuel AI and crypto infrastructure, funding national programs for data collection and exchange through crypto gateways. Imagine China granting amnesty to all past financial crime cases related to crypto, opening the floodgates for entrepreneurs, investors, and businesses to return freely, reclaiming their place in the world’s largest emerging crypto economy. Imagine all Chinese crypto users being able to officially register their wallets in a government database and receive 0% tax on all earnings, while businesses operating in crypto enjoy extremely low tax rates, creating one of the world’s most crypto-friendly economies. Sounds unrealistic today? It's not. Believe me. Now that the U.S. is already in action (with ChatGPT, Claude, Gemini), China will have no choice but to answer. Sounds unrealistic? It’s not. In fact, what I'm envisioning is already happening before our very own eyes. The U.S. isn’t just talking anymore. They are taking action. Regulations are shifting, capital is flowing, and new policies are laying the foundation for a crypto-driven financial system. And now, China isn’t just watching. They are opening its doors and responding. China have come up with TWO top-notch LLMs - Qwen and DeepSeek, in hopes to keep its economy competitive. You see, the world’s largest economies are competing to lead the next era of finance (and/or AI), and in the process, they’ll inevitably create a system where both thrive. If you are still unaware, we are already in the bull market. Instead of alts going parabolic, we have AI tech fighting to claim the no.1 spot of being the "Best AI Model". PS: This video is from 2018, when I was opening a business incubator in China (no pun intended).
0:59

The last and biggest bull run has started, and it is not what you think it is. It all started when China began to unban crypto 👇 You see, the U.S. is making aggressive moves to become the global crypto capital in 2025. China has yet to respond. But what if that response is a full reopening of its crypto markets? Imagine China welcoming back Binance and other major crypto firms that were forced into a global regulatory maze after the 2017 ban. Picture these companies returning home, deploying their products into the massive Chinese market—their birthplace. Imagine 1.5 billion people gaining seamless access to crypto, integrating it into their daily lives just like WeChat Pay and Alipay. Imagine Bitcoin miners returning, reestablishing China’s dominance in hash rate. Now, picture the largest middle class in the world, alongside 6.2 million dollar millionaires, starting to deploy their capital into crypto. That’s not just a bull market. it’s a true financial revolution. Imagine China’s global trade volumes and exchanges fully transitioning to crypto, requiring Bitcoin reserves to guarantee payments. Think about Chinese factories, trading companies, and banks all operating through crypto-powered financial rails, securing supply chains and accelerating transactions. Imagine China launching new credit lines for international infrastructure investments, but with a new paradigm, repayments would fuel AI and crypto infrastructure, funding national programs for data collection and exchange through crypto gateways. Imagine China granting amnesty to all past financial crime cases related to crypto, opening the floodgates for entrepreneurs, investors, and businesses to return freely, reclaiming their place in the world’s largest emerging crypto economy. Imagine all Chinese crypto users being able to officially register their wallets in a government database and receive 0% tax on all earnings, while businesses operating in crypto enjoy extremely low tax rates, creating one of the world’s most crypto-friendly economies. Sounds unrealistic today? It's not. Believe me. Now that the U.S. is already in action (with ChatGPT, Claude, Gemini), China will have no choice but to answer. Sounds unrealistic? It’s not. In fact, what I'm envisioning is already happening before our very own eyes. The U.S. isn’t just talking anymore. They are taking action. Regulations are shifting, capital is flowing, and new policies are laying the foundation for a crypto-driven financial system. And now, China isn’t just watching. They are opening its doors and responding. China have come up with TWO top-notch LLMs - Qwen and DeepSeek, in hopes to keep its economy competitive. You see, the world’s largest economies are competing to lead the next era of finance (and/or AI), and in the process, they’ll inevitably create a system where both thrive. If you are still unaware, we are already in the bull market. Instead of alts going parabolic, we have AI tech fighting to claim the no.1 spot of being the "Best AI Model". PS: This video is from 2018, when I was opening a business incubator in China (no pun intended).

Ilman Shazhaev

33,585 views • 1 year ago

🚨Congress has not finished the CLARITY Act, yet the tokenization on the $XRP Ledger jumped from $1.18 billion to more than $5.22 billion in seven months. That is over $4.03 billion added since January 1, 2026. A 339% increase. Nearly 4.4× growth before Washington finished writing the rules. What makes this hit differently is where the value is coming from: $2.5B in commodities $1.2B in asset-backed credit $803.6M in stablecoins $337.5M in corporate credit $283M in U.S. Treasury debt This is not simply people transferring crypto between wallets. The XRP Ledger is carrying representations of natural resources, debt, dollars, government securities and private-market assets. 👉Justoken’s JMWH alone reached about $2.23B. 👉Ripple USD reached roughly $759.7M. 👉Ondo Short-Term U.S. Government Bond Fund crossed $212.5M. 👉VERT Capital, Mercado Bitcoin, Ctrl Alt, CRX Digital Assets, Guggenheim Treasury Services and OpenEden are adding completely different financial products to the same network. 👉Ondo’s OUSG already provides 24/7 access to tokenized Treasuries through RLUSD. 👉Guggenheim Treasury Services issued digital commercial paper through Zeconomy on XRPL. 👉Mercado Bitcoin also announced plans to tokenize over $200M in regulated assets. The technology did not wait for Congress. The capital did not wait either. The CLARITY Act was still progressing through the Senate, with Cynthia Lummis releasing updated text after the Banking Committee advanced it 15–9. Now imagine the CLARITY Act advances this week. When clearer rules meet a ledger already carrying billions, I believe the next wave will arrive much faster. What happens when institutions stop asking whether they can enter and start deciding how much they will bring?
0:51

🚨Congress has not finished the CLARITY Act, yet the tokenization on the $XRP Ledger jumped from $1.18 billion to more than $5.22 billion in seven months. That is over $4.03 billion added since January 1, 2026. A 339% increase. Nearly 4.4× growth before Washington finished writing the rules. What makes this hit differently is where the value is coming from: $2.5B in commodities $1.2B in asset-backed credit $803.6M in stablecoins $337.5M in corporate credit $283M in U.S. Treasury debt This is not simply people transferring crypto between wallets. The XRP Ledger is carrying representations of natural resources, debt, dollars, government securities and private-market assets. 👉Justoken’s JMWH alone reached about $2.23B. 👉Ripple USD reached roughly $759.7M. 👉Ondo Short-Term U.S. Government Bond Fund crossed $212.5M. 👉VERT Capital, Mercado Bitcoin, Ctrl Alt, CRX Digital Assets, Guggenheim Treasury Services and OpenEden are adding completely different financial products to the same network. 👉Ondo’s OUSG already provides 24/7 access to tokenized Treasuries through RLUSD. 👉Guggenheim Treasury Services issued digital commercial paper through Zeconomy on XRPL. 👉Mercado Bitcoin also announced plans to tokenize over $200M in regulated assets. The technology did not wait for Congress. The capital did not wait either. The CLARITY Act was still progressing through the Senate, with Cynthia Lummis releasing updated text after the Banking Committee advanced it 15–9. Now imagine the CLARITY Act advances this week. When clearer rules meet a ledger already carrying billions, I believe the next wave will arrive much faster. What happens when institutions stop asking whether they can enter and start deciding how much they will bring?

X Finance Bull

64,273 views • 13 days ago

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.
1:45

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

RYAN SΞAN ADAMS - rsa.eth 🦄

73,912 views • 2 years ago

🚨 RIPPLES BRAD GARLINGHOUSE JUST DROPPED BOMBS ON CNBC 💥 While the crypto market goes through its cycles and leveraged plays are getting wrecked (STRC trading ~25% below par is a straight up indictment), Brad just went on national TV and dropped the truth:👇👀 “Financial engineering does not drive long term value. The long term value of any digital asset is going to be driven by utility. If it’s solving a problem at scale for real customers, you’re going to see liquidity, demand, and trust… those things compound in a positive way.” He called out the “borrow more to buy more” model for adding excitement on the way up and compounding negatively on the way down. Then he contrasted it perfectly with Ripple & XRP. Brad spoke on XRP specifically: 🗣️ -XRP’s utility is payments - speed + efficiency of the blockchain for institutions. -Last year Ripple cleared $16 TRILLION in payments… but close to 0% went through digital assets. -“The opportunity is to introduce and bring traditional finance into the modern architecture of blockchain.” This is exactly how Ripple is moving TODAY: ✅ Integrating the massive acquisitions from 2025 to build the full institutional stack - prime brokerage + payments + custody + treasury management. This is literally “bringing TradFi into blockchain” at scale. ✅ XRP Ledger 3.2.0 upgrade - faster, more efficient, lower server load, built for real institutional volume. ✅ Focusing on real utility While others deal with negative compounding from leverage in this cycle, Ripple is building the infrastructure that actually solves problems for banks and institutions. Utility compounds positively. Brad just confirmed it live on CNBC. This is why we stay patient and stack. The ones building real use cases win the long game. So what’s your take? Like, RT and Drop it below ❤️🔂👇 #XRP #XRPArmy
3:11

🚨 RIPPLES BRAD GARLINGHOUSE JUST DROPPED BOMBS ON CNBC 💥 While the crypto market goes through its cycles and leveraged plays are getting wrecked (STRC trading ~25% below par is a straight up indictment), Brad just went on national TV and dropped the truth:👇👀 “Financial engineering does not drive long term value. The long term value of any digital asset is going to be driven by utility. If it’s solving a problem at scale for real customers, you’re going to see liquidity, demand, and trust… those things compound in a positive way.” He called out the “borrow more to buy more” model for adding excitement on the way up and compounding negatively on the way down. Then he contrasted it perfectly with Ripple & XRP. Brad spoke on XRP specifically: 🗣️ -XRP’s utility is payments - speed + efficiency of the blockchain for institutions. -Last year Ripple cleared $16 TRILLION in payments… but close to 0% went through digital assets. -“The opportunity is to introduce and bring traditional finance into the modern architecture of blockchain.” This is exactly how Ripple is moving TODAY: ✅ Integrating the massive acquisitions from 2025 to build the full institutional stack - prime brokerage + payments + custody + treasury management. This is literally “bringing TradFi into blockchain” at scale. ✅ XRP Ledger 3.2.0 upgrade - faster, more efficient, lower server load, built for real institutional volume. ✅ Focusing on real utility While others deal with negative compounding from leverage in this cycle, Ripple is building the infrastructure that actually solves problems for banks and institutions. Utility compounds positively. Brad just confirmed it live on CNBC. This is why we stay patient and stack. The ones building real use cases win the long game. So what’s your take? Like, RT and Drop it below ❤️🔂👇 #XRP #XRPArmy

Archie 👑

33,914 views • 1 month ago

AI ads will flood your timeline in 2026. That is guaranteed. But the problem is – most AI ad tools don’t work. They produce generic AI slop in large volumes… except that nobody clicks or converts. Agencies are better. But slow and expensive + They can't keep up with how fast we need to test. Last night, I was reading about how DoorDash cut its Customer Acquisition Cost by ~40%, and it hit me. AI + expert people is the solution. It is so obvious, but nobody bothered to pay attention. That’s why all these AI ad companies like Icon, MakeUGC, and Creatify came and went. DoorDash is using Airpost - AI that generates the volume, but actual strategists came from people who've spent $350M+ on ads to make sure it's not garbage. Here's how it actually works: 1. You Connect product URL, assets, past ads. pulls it all in and connects to your ad accounts. It takes about 30 minutes. 2. It scrapes your product, analyzes what's worked, spots gaps in your angles, and builds a "living brief" you can tweak anytime. 3. AI generates dozens of ad scripts like Hooks, angles, variations…using your footage plus their library of 400,000+ UGC clips. 4. Real strategists filter the junk. These are People from Ready Set, Tubescience, who've run campaigns for DoorDash, hims, Coinbase. They know what converts. 5. Airpost sends you 10-100 ready-to-run ads every week. 6. When an ad wins, Airpost AI auto-generates variations. When your messaging changes, ads update with it. No starting over. That's it. No back-and-forth for weeks. No hoping your AI prompt works. Cloaked spent $1M+ on ads made with Airpost. Dr. Squatch uses it to test 100s of variations for their wide range of target audiences. Doordash observed a ~40% drop in CAC. The thing that sold me? 100% of client renewals. Zero churn. Almost impossible to believe, but it's true. In a world where every AI ad tool is dead in 6 months, that says something. If you're a founder or growth marketer spending $250K+/month, you can’t miss this. PS :) I'm giving away a video tutorial on how to set up Airpost's TikTok Creative Intelligence Agent that tracks trends, finds winning hooks, and spots what's working for DTC brands right now. Like, Repost and Drop "CREATIVE" in the comments + follow, and I'll send it over. . . .
1:07

AI ads will flood your timeline in 2026. That is guaranteed. But the problem is – most AI ad tools don’t work. They produce generic AI slop in large volumes… except that nobody clicks or converts. Agencies are better. But slow and expensive + They can't keep up with how fast we need to test. Last night, I was reading about how DoorDash cut its Customer Acquisition Cost by ~40%, and it hit me. AI + expert people is the solution. It is so obvious, but nobody bothered to pay attention. That’s why all these AI ad companies like Icon, MakeUGC, and Creatify came and went. DoorDash is using Airpost - AI that generates the volume, but actual strategists came from people who've spent $350M+ on ads to make sure it's not garbage. Here's how it actually works: 1. You Connect product URL, assets, past ads. pulls it all in and connects to your ad accounts. It takes about 30 minutes. 2. It scrapes your product, analyzes what's worked, spots gaps in your angles, and builds a "living brief" you can tweak anytime. 3. AI generates dozens of ad scripts like Hooks, angles, variations…using your footage plus their library of 400,000+ UGC clips. 4. Real strategists filter the junk. These are People from Ready Set, Tubescience, who've run campaigns for DoorDash, hims, Coinbase. They know what converts. 5. Airpost sends you 10-100 ready-to-run ads every week. 6. When an ad wins, Airpost AI auto-generates variations. When your messaging changes, ads update with it. No starting over. That's it. No back-and-forth for weeks. No hoping your AI prompt works. Cloaked spent $1M+ on ads made with Airpost. Dr. Squatch uses it to test 100s of variations for their wide range of target audiences. Doordash observed a ~40% drop in CAC. The thing that sold me? 100% of client renewals. Zero churn. Almost impossible to believe, but it's true. In a world where every AI ad tool is dead in 6 months, that says something. If you're a founder or growth marketer spending $250K+/month, you can’t miss this. PS :) I'm giving away a video tutorial on how to set up Airpost's TikTok Creative Intelligence Agent that tracks trends, finds winning hooks, and spots what's working for DTC brands right now. Like, Repost and Drop "CREATIVE" in the comments + follow, and I'll send it over. . . .

Beginnersblog

45,429 views • 6 months ago

Tokenization of real-world assets (RWAs) is one of the most transformative developments in finance and blockchain. Traditionally illiquid assets such as real estate, private equity, commodities, and art are digitized into blockchain-based tokens, enabling fractional ownership, greater liquidity, global accessibility, enhanced transparency, and efficient trading without intermediaries. Experts (incl. BlackRock) see tokenized RWAs as a multi-trillion-dollar shift. Projections range from hundreds of billions to trillions in coming years, driven by institutional adoption, clearer regulation, and scaling from pilots to production. Enter Realio Network ( a leading player built specifically to capture this RWA revolution. Realio Network’s Cutting-Edge Technology Realio Network is an interoperable Layer-1 blockchain developed using the Cosmos SDK, with full EVM compatibility (allowing Ethereum-style smart contracts) and powered by the Comet BFT (formerly Tendermint) consensus engine. It features a unique native multi-staking Proof-of-Stake (PoS) mechanism, the first of its kind, that secures the network not just with its native token but also with real-world value through staking of tokenized RWAs and hybrid security tokens. As a multi-chain ecosystem, Realio leverages the IBC protocol for seamless interoperability across EVM and non-EVM chains (like Ethereum, Algorand, Binance Smart Chain, Solana and Base - bridges), enabling compliant issuance, management, and trading of digitally native RWAs. It’s open-source, permissionless, and compliance-focused, bridging traditional finance (TradFi) with decentralized finance (DeFi) while reducing barriers for issuers and investors. The $RIO Token: The Heart of the Network $RIO is the native gas and utility token of the Realio Network. It powers all transactions on the chain paying for gas fees, executing smart contracts, and facilitating operations across the ecosystem. Validators and delegators can bond $RIO (along with other assets like security tokens) to secure the network and earn block rewards, creating a system backed by both crypto and real-world value. With a capped supply of 175million total, depending on sources and multi-chain presence, $RIO drives governance participation, staking rewards, and overall network utility. It’s purely a utility token (not an investment in the entity), with value driven by network adoption and speculation always DYOR. Realio isn’t just infrastructure it’s building a full ecosystem for RWAs. Starting with Freehold Wallet This non-custodial, multi-chain DeFi wallet app is built directly on Realio’s blockchain infrastructure. It offers secure management of digital assets across chains, portfolio analytics, staking, and investment tools with a beginner-friendly mobile experience (available on iOS). Freehold empowers users to access and interact with RWAs seamlessly, and it enables anyone to tokenize any RWAs on the Realio Network Layer-1 blockchain, lowering barriers for creators and issuers to bring real-world assets on-chain. Districts A real-world-themed immersive virtual world that connects physical and digital realities. Users can own tokenized districts (RWAs) and shape the virtual world. Built on Realio Layer-1 with its own token $DSTRX “Own a piece of the digital world. Shape its future. Build your legacy.” Adding $RST: Hybrid Equity & Security Token $RST is a pioneering hybrid digital security token in the Realio ecosystem. Issued under Reg D/S, it gives holders real equity ownership and profit-sharing in Realio Technology LTD (the entity behind the network’s IP and development), plus blockchain utility features. Realio Network leads the RWA boom with strong tech, $RIO utility token, and tools like Freehold + visionary Districts project. Worth exploring if you’re into tokenized assets always DYOR and mind the risks! #RWAtokenization #Crypto #bitcoin #Binance
5:44

Tokenization of real-world assets (RWAs) is one of the most transformative developments in finance and blockchain. Traditionally illiquid assets such as real estate, private equity, commodities, and art are digitized into blockchain-based tokens, enabling fractional ownership, greater liquidity, global accessibility, enhanced transparency, and efficient trading without intermediaries. Experts (incl. BlackRock) see tokenized RWAs as a multi-trillion-dollar shift. Projections range from hundreds of billions to trillions in coming years, driven by institutional adoption, clearer regulation, and scaling from pilots to production. Enter Realio Network ( a leading player built specifically to capture this RWA revolution. Realio Network’s Cutting-Edge Technology Realio Network is an interoperable Layer-1 blockchain developed using the Cosmos SDK, with full EVM compatibility (allowing Ethereum-style smart contracts) and powered by the Comet BFT (formerly Tendermint) consensus engine. It features a unique native multi-staking Proof-of-Stake (PoS) mechanism, the first of its kind, that secures the network not just with its native token but also with real-world value through staking of tokenized RWAs and hybrid security tokens. As a multi-chain ecosystem, Realio leverages the IBC protocol for seamless interoperability across EVM and non-EVM chains (like Ethereum, Algorand, Binance Smart Chain, Solana and Base - bridges), enabling compliant issuance, management, and trading of digitally native RWAs. It’s open-source, permissionless, and compliance-focused, bridging traditional finance (TradFi) with decentralized finance (DeFi) while reducing barriers for issuers and investors. The $RIO Token: The Heart of the Network $RIO is the native gas and utility token of the Realio Network. It powers all transactions on the chain paying for gas fees, executing smart contracts, and facilitating operations across the ecosystem. Validators and delegators can bond $RIO (along with other assets like security tokens) to secure the network and earn block rewards, creating a system backed by both crypto and real-world value. With a capped supply of 175million total, depending on sources and multi-chain presence, $RIO drives governance participation, staking rewards, and overall network utility. It’s purely a utility token (not an investment in the entity), with value driven by network adoption and speculation always DYOR. Realio isn’t just infrastructure it’s building a full ecosystem for RWAs. Starting with Freehold Wallet This non-custodial, multi-chain DeFi wallet app is built directly on Realio’s blockchain infrastructure. It offers secure management of digital assets across chains, portfolio analytics, staking, and investment tools with a beginner-friendly mobile experience (available on iOS). Freehold empowers users to access and interact with RWAs seamlessly, and it enables anyone to tokenize any RWAs on the Realio Network Layer-1 blockchain, lowering barriers for creators and issuers to bring real-world assets on-chain. Districts A real-world-themed immersive virtual world that connects physical and digital realities. Users can own tokenized districts (RWAs) and shape the virtual world. Built on Realio Layer-1 with its own token $DSTRX “Own a piece of the digital world. Shape its future. Build your legacy.” Adding $RST: Hybrid Equity & Security Token $RST is a pioneering hybrid digital security token in the Realio ecosystem. Issued under Reg D/S, it gives holders real equity ownership and profit-sharing in Realio Technology LTD (the entity behind the network’s IP and development), plus blockchain utility features. Realio Network leads the RWA boom with strong tech, $RIO utility token, and tools like Freehold + visionary Districts project. Worth exploring if you’re into tokenized assets always DYOR and mind the risks! #RWAtokenization #Crypto #bitcoin #Binance

JA

52,350 views • 7 months ago

"The limiting factor for AI deployment is fundamentally electrical power." That was Elon Musk in a conversation with Larry Fink during his first-ever appearance at Davos. And it's the most honest thing anyone in Big Tech has said in a while. Forget the hype about superintelligence and robots. Forget the promises about productivity gains that CFOs still can't measure. The bottleneck is power. And that bottleneck is very real. Here's why & how to position yourself to make the most out of this: We're producing more chips than we can turn on. AI chip production is increasing exponentially. US electricity generation is growing 3-4% annually. The math doesn't work. US data center power demand is expected to hit 75.8 gigawatts in 2026, up from 61.8 gigawatts in 2025. By 2030, it could reach 134 gigawatts. The largest US grid operator, PJM, expects to add 31 gigawatts of data center load over the next five years. But only 28 gigawatts of new generation capacity is planned. The deficit is already here. Residential electricity rates near data centers have jumped as much as 267% compared to five years ago. Regular Americans are subsidizing Silicon Valley's power consumption. Whether AI delivers on its big promises or not, the electricity bills are coming due right now. Elon made another point that deserves attention: China is solving the energy problem while America talks about AI miracles. He noted China's solar deployment is "tremendous." And that's an understatement. I verified the numbers. They're insane: China installed 275 gigawatts of solar capacity in the first 11 months of 2025. That's more than the ENTIRE installed solar capacity of the United States. In May 2025 alone, China added 93 gigawatts. Roughly 100 panels every second. For the first time in history, a single country surpassed 1,000 gigawatts of total solar capacity. China added more solar in one month than America has built in its entire history... But this ISN'T about climate policy. It's about strategic positioning. China understands something Wall Street is ignoring: whoever controls the energy infrastructure controls the next era of computing. While American investors chase the latest AI stock, China is building the power grid that will actually run the technology. My take: The data center buildout will fall short of expectations. Big Tech wants trillions in infrastructure. The grid can't deliver it. Not at this pace. Not with 3-4% annual electricity growth against exponential demand projections. Something has to give. Either the buildout slows dramatically, or electricity prices spike to levels that destroy the economics of the entire AI story. The AI trade has been built on the assumption that infrastructure will materialize to meet demand. That assumption is looking increasingly shaky. BUT the companies selling power to Big Tech win either way. Scarcity means pricing power. Utilities don't need AI to cure cancer. They just need hyperscalers to keep signing power agreements. And they are. Microsoft, Amazon, Meta, and Alphabet spent ~$350B in 2025 on data centers. That money flows to utilities and grid infrastructure whether AI changes the world or not. US utilities are forecasting a ~6% jump in capital expenditures to $228B in 2026. Cumulative utility capex is expected to surpass $1.1T through 2029. Dominion Energy is investing $50B through 2029, projecting 5-7% annual earnings growth. Entergy plans $41B between 2026 and 2029, targeting more than 8% compound annual earnings growth. These aren't speculative bets on AI changing everything... They're regulated utilities with contracted demand and predictable cash flows. So beware the AI story. The productivity miracle remains unproven. The physical constraints are becoming impossible to ignore. But the picks-and-shovels play? THAT'S where the smart money is looking. The hyperscalers have to pay their electricity bills. I'd rather own the companies collecting them.
1:39

"The limiting factor for AI deployment is fundamentally electrical power." That was Elon Musk in a conversation with Larry Fink during his first-ever appearance at Davos. And it's the most honest thing anyone in Big Tech has said in a while. Forget the hype about superintelligence and robots. Forget the promises about productivity gains that CFOs still can't measure. The bottleneck is power. And that bottleneck is very real. Here's why & how to position yourself to make the most out of this: We're producing more chips than we can turn on. AI chip production is increasing exponentially. US electricity generation is growing 3-4% annually. The math doesn't work. US data center power demand is expected to hit 75.8 gigawatts in 2026, up from 61.8 gigawatts in 2025. By 2030, it could reach 134 gigawatts. The largest US grid operator, PJM, expects to add 31 gigawatts of data center load over the next five years. But only 28 gigawatts of new generation capacity is planned. The deficit is already here. Residential electricity rates near data centers have jumped as much as 267% compared to five years ago. Regular Americans are subsidizing Silicon Valley's power consumption. Whether AI delivers on its big promises or not, the electricity bills are coming due right now. Elon made another point that deserves attention: China is solving the energy problem while America talks about AI miracles. He noted China's solar deployment is "tremendous." And that's an understatement. I verified the numbers. They're insane: China installed 275 gigawatts of solar capacity in the first 11 months of 2025. That's more than the ENTIRE installed solar capacity of the United States. In May 2025 alone, China added 93 gigawatts. Roughly 100 panels every second. For the first time in history, a single country surpassed 1,000 gigawatts of total solar capacity. China added more solar in one month than America has built in its entire history... But this ISN'T about climate policy. It's about strategic positioning. China understands something Wall Street is ignoring: whoever controls the energy infrastructure controls the next era of computing. While American investors chase the latest AI stock, China is building the power grid that will actually run the technology. My take: The data center buildout will fall short of expectations. Big Tech wants trillions in infrastructure. The grid can't deliver it. Not at this pace. Not with 3-4% annual electricity growth against exponential demand projections. Something has to give. Either the buildout slows dramatically, or electricity prices spike to levels that destroy the economics of the entire AI story. The AI trade has been built on the assumption that infrastructure will materialize to meet demand. That assumption is looking increasingly shaky. BUT the companies selling power to Big Tech win either way. Scarcity means pricing power. Utilities don't need AI to cure cancer. They just need hyperscalers to keep signing power agreements. And they are. Microsoft, Amazon, Meta, and Alphabet spent ~$350B in 2025 on data centers. That money flows to utilities and grid infrastructure whether AI changes the world or not. US utilities are forecasting a ~6% jump in capital expenditures to $228B in 2026. Cumulative utility capex is expected to surpass $1.1T through 2029. Dominion Energy is investing $50B through 2029, projecting 5-7% annual earnings growth. Entergy plans $41B between 2026 and 2029, targeting more than 8% compound annual earnings growth. These aren't speculative bets on AI changing everything... They're regulated utilities with contracted demand and predictable cash flows. So beware the AI story. The productivity miracle remains unproven. The physical constraints are becoming impossible to ignore. But the picks-and-shovels play? THAT'S where the smart money is looking. The hyperscalers have to pay their electricity bills. I'd rather own the companies collecting them.

George Noble

23,931 views • 6 months ago

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.
1:12

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.

Mike

182,273 views • 8 months ago