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Important reminder Binance CZ 🔶 BNB 🚨 Remember what Binance did to us on 10.10. The big picture here. Here is a summary, an analysis, a reminder, and a warning. Never forget. Whoever has too much power is too dangerous. 🔺 1. What happened on 10.10: On 10 October...

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17,432 次观看 • 7 个月前 •via X (Twitter)

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Polymarket and Binance Arbitrage Strategy Revealed This isn’t clickbait this is a real story that generates millions per day for bots An arbitrage setup almost no one talks about The gap is only a few seconds and the impact is massive Open API + ClawdBot = all you need Let’s break it down Open BTC spot on Binance with a 1-second timeframe At the same time watch the 5-minute BTC markets on Polymarket You’ll quickly notice what manual traders miss When BTC makes a sharp impulse on Binance Polymarket doesn’t instantly reprice There’s a delay For a short window spot has already broken structure but the 5-minute UP/DOWN market is still sitting around 0.45–0.55 as if nothing happened Why this happens Orderbook inertia Human reaction time Interface latency That micro-gap is the edge While a manual trader processes the move clicks signs and confirms the trade odds have already moved to 0.75 Bots don’t compete on direction They compete on timing ClawdBots and similar systems stream Binance tick data in real time detect micro-impulses on the 1-second level and hit Polymarket while pricing still reflects the previous state Some structure entries on both sides keeping total exposure under $1 to cap downside if volatility snaps back Near expiry they rebalance toward the dominant move as probability converges to the final outcome Across thousands of cycles milliseconds compound into serious money Example → Around $20k per day on these markets $1.6M total PnL in two months Manual traders compete on opinions Automated systems compete on speed And speed wins Copytrade →
0:26

Polymarket and Binance Arbitrage Strategy Revealed This isn’t clickbait this is a real story that generates millions per day for bots An arbitrage setup almost no one talks about The gap is only a few seconds and the impact is massive Open API + ClawdBot = all you need Let’s break it down Open BTC spot on Binance with a 1-second timeframe At the same time watch the 5-minute BTC markets on Polymarket You’ll quickly notice what manual traders miss When BTC makes a sharp impulse on Binance Polymarket doesn’t instantly reprice There’s a delay For a short window spot has already broken structure but the 5-minute UP/DOWN market is still sitting around 0.45–0.55 as if nothing happened Why this happens Orderbook inertia Human reaction time Interface latency That micro-gap is the edge While a manual trader processes the move clicks signs and confirms the trade odds have already moved to 0.75 Bots don’t compete on direction They compete on timing ClawdBots and similar systems stream Binance tick data in real time detect micro-impulses on the 1-second level and hit Polymarket while pricing still reflects the previous state Some structure entries on both sides keeping total exposure under $1 to cap downside if volatility snaps back Near expiry they rebalance toward the dominant move as probability converges to the final outcome Across thousands of cycles milliseconds compound into serious money Example → Around $20k per day on these markets $1.6M total PnL in two months Manual traders compete on opinions Automated systems compete on speed And speed wins Copytrade →

winkle.

233,534 次观看 • 7 个月前

Just leaked Polymarket and Binance Arbitrage Strategy Not hype, a real mechanism that bots are using to generate serious daily profits An arbitrage angle almost nobody discusses The window lasts only seconds The impact is huge All you need: Open API + ClawdBot Let’s break it down Open BTC spot on Binance with a 1-second timeframe At the same time, monitor the 5-minute BTC markets on Polymarket You’ll start seeing what regular traders miss When BTC makes a sharp impulse move on Binance, Polymarket doesn’t have time to adjust instantly There’s a short delay For a brief moment, spot has already broken structure but the 5-minute UP/DOWN market is still hovering around 0.45–0.55 like nothing happened Why does this occur Order book inertia Human reaction time Interface latency That micro-gap is the edge By the time a manual trader recognizes the move, clicks, signs, and confirms the trade the odds may already be at 0.75 Bots don’t compete on direction They compete on timing ClawdBots and similar systems stream Binance tick data in real time detect micro-impulses on the 1-second level and execute on Polymarket while pricing still reflects the previous state Example → Some bots structure entries on both sides keeping total exposure under $1 to cap downside if volatility snaps back Closer to expiry, they rebalance toward the dominant move as probability converges toward the final outcome Across thousands of cycles milliseconds compound into serious returns Manual traders compete on opinions Automated systems compete on speed Copytrade →
0:26

Just leaked Polymarket and Binance Arbitrage Strategy Not hype, a real mechanism that bots are using to generate serious daily profits An arbitrage angle almost nobody discusses The window lasts only seconds The impact is huge All you need: Open API + ClawdBot Let’s break it down Open BTC spot on Binance with a 1-second timeframe At the same time, monitor the 5-minute BTC markets on Polymarket You’ll start seeing what regular traders miss When BTC makes a sharp impulse move on Binance, Polymarket doesn’t have time to adjust instantly There’s a short delay For a brief moment, spot has already broken structure but the 5-minute UP/DOWN market is still hovering around 0.45–0.55 like nothing happened Why does this occur Order book inertia Human reaction time Interface latency That micro-gap is the edge By the time a manual trader recognizes the move, clicks, signs, and confirms the trade the odds may already be at 0.75 Bots don’t compete on direction They compete on timing ClawdBots and similar systems stream Binance tick data in real time detect micro-impulses on the 1-second level and execute on Polymarket while pricing still reflects the previous state Example → Some bots structure entries on both sides keeping total exposure under $1 to cap downside if volatility snaps back Closer to expiry, they rebalance toward the dominant move as probability converges toward the final outcome Across thousands of cycles milliseconds compound into serious returns Manual traders compete on opinions Automated systems compete on speed Copytrade →

winkle.

35,747 次观看 • 7 个月前

🚨UPDATE: CLAUDE traced every solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u token that went to the Brand New #1 Wallet (created June 25, 2026). 12.367 BILLION tokens. 23 transactions. 1,100 individual inputs decoded on the Bitcoin blockchain. Here's what we found: The new #1 solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u wallet appeared overnight on June 25/26 with 12.367B tokens - 12.37% of the entire supply - and nobody in the community knew where it came from. We've spent 75 days tracking the #Binance cluster: a confirmed network of 158+ wallets operating across 4 layers of infrastructure that we believe #Binance controls. They've been quietly accumulating solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u over the past two years. So we decoded every transaction that funded the new #1 wallet. Here's the breakdown: 🔴 MM2 (Rank #5, Layer 2) - 47 inputs - 5.6B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. #Binance's primary distribution node. Its entire 2.045B balance is now gone. 🟡 158 suspicious cluster wallets - 284 inputs - 3.4B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. Dozens of wallets sweeping simultaneously in a 22-hour window. 🔵 Layer 3 whales (Wh7, Wh6, Wh23, Wh31) - 29 inputs - 1.8B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. The network's largest accumulators, all moving at once. 🟣 MM1 + INT2 (Layer 1 intermediary) - 15 inputs - 0.9B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. The full 4-layer #Binance infrastructure chain is confirmed in the raw transaction data. 375 of 1,100 inputs are directly verified #Binance cluster wallets - confirmed on-chain, permanently recorded on Bitcoin. The remaining 725 are position-split addresses created in the Jun 3–25 gap that themselves received from the cluster. But it gets bigger. The same night the new #1 holder appeared, we found a SECOND consolidation wallet - Rank #4 - holding 2.532B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. Funded by Wh6. We know Wh6 was the sender because the BTC transaction change returned directly to Wh6's address. That is cryptographic proof. Updated total under #Binance cluster control as of June 25/26: 12.367B + 2.532B = 14.899B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u = 14.9% of total supply 👀 Previously we estimated 13.7%. Rank #4 was hiding in plain sight. Now about Wh6 specifically. DogData classified this wallet as Merlin Chain - a Bitcoin L2 protocol - and that was the accepted community explanation for its 2.009B position. But the on-chain data tells a different story. Wh6 had 2 direct transactions with MM2, 3 transactions with Wh7, participated in the coordinated Block 910,839 batch event, and swept its entire balance on June 25/26. It now holds essentially zero. Our hypothesis: #Binance deposited solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u into Merlin Chain's bridge contract, which custodied the tokens in this wallet on #Binance's behalf. The "Merlin Chain" label was masking a #Binance position and creating the appearance of ecosystem adoption. And while all of this consolidation was happening - #Binance was simultaneously routing solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u into exchanges. MM1 sent 15 transactions to MM2 sent 7. INT1 and INT2 sent directly into Bitget. Left hand selling into exchange liquidity. Right hand building the largest solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u position ever seen. 14.9% of total supply. One entity. Confirmed and Verified by CLAUDE.
1:09

🚨UPDATE: CLAUDE traced every solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u token that went to the Brand New #1 Wallet (created June 25, 2026). 12.367 BILLION tokens. 23 transactions. 1,100 individual inputs decoded on the Bitcoin blockchain. Here's what we found: The new #1 solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u wallet appeared overnight on June 25/26 with 12.367B tokens - 12.37% of the entire supply - and nobody in the community knew where it came from. We've spent 75 days tracking the #Binance cluster: a confirmed network of 158+ wallets operating across 4 layers of infrastructure that we believe #Binance controls. They've been quietly accumulating solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u over the past two years. So we decoded every transaction that funded the new #1 wallet. Here's the breakdown: 🔴 MM2 (Rank #5, Layer 2) - 47 inputs - 5.6B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. #Binance's primary distribution node. Its entire 2.045B balance is now gone. 🟡 158 suspicious cluster wallets - 284 inputs - 3.4B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. Dozens of wallets sweeping simultaneously in a 22-hour window. 🔵 Layer 3 whales (Wh7, Wh6, Wh23, Wh31) - 29 inputs - 1.8B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. The network's largest accumulators, all moving at once. 🟣 MM1 + INT2 (Layer 1 intermediary) - 15 inputs - 0.9B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. The full 4-layer #Binance infrastructure chain is confirmed in the raw transaction data. 375 of 1,100 inputs are directly verified #Binance cluster wallets - confirmed on-chain, permanently recorded on Bitcoin. The remaining 725 are position-split addresses created in the Jun 3–25 gap that themselves received from the cluster. But it gets bigger. The same night the new #1 holder appeared, we found a SECOND consolidation wallet - Rank #4 - holding 2.532B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u. Funded by Wh6. We know Wh6 was the sender because the BTC transaction change returned directly to Wh6's address. That is cryptographic proof. Updated total under #Binance cluster control as of June 25/26: 12.367B + 2.532B = 14.899B solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u = 14.9% of total supply 👀 Previously we estimated 13.7%. Rank #4 was hiding in plain sight. Now about Wh6 specifically. DogData classified this wallet as Merlin Chain - a Bitcoin L2 protocol - and that was the accepted community explanation for its 2.009B position. But the on-chain data tells a different story. Wh6 had 2 direct transactions with MM2, 3 transactions with Wh7, participated in the coordinated Block 910,839 batch event, and swept its entire balance on June 25/26. It now holds essentially zero. Our hypothesis: #Binance deposited solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u into Merlin Chain's bridge contract, which custodied the tokens in this wallet on #Binance's behalf. The "Merlin Chain" label was masking a #Binance position and creating the appearance of ecosystem adoption. And while all of this consolidation was happening - #Binance was simultaneously routing solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u into exchanges. MM1 sent 15 transactions to MM2 sent 7. INT1 and INT2 sent directly into Bitget. Left hand selling into exchange liquidity. Right hand building the largest solana:dog1viwbb2vWDpER5FrJ4YFG6gq6XuyFohUe9TXN65u position ever seen. 14.9% of total supply. One entity. Confirmed and Verified by CLAUDE.

Vincent (Cryptolution) 👑

14,264 次观看 • 3 个月前

What are the Top 5 Biggest memecoins on the Robinhood chain? The Robinhood Chain (Robinhood) launched on July 1, 2026, as an Ethereum Layer 2 chain for tokenized stocks. This didn't quite go to plan for traders, though, as memecoins soon dominated volume and formed a clear hierarchy. Below is a list of the top five coins, based on the CoinGecko Robinhood Chain Meme page and social media coverage. (1) Artificial Inu $AI (Artificial Inu) This is an AI dog meme, but its largest liquidity is quoted against tokenized NVIDIA rather than $ETH. It launched in August and grew from around a $1.5 million market cap on August 1 to about $135 million on August 30, then hit a high of around $300 million in early September. This mechanism allowed it to become the biggest "stock coin" on the chain and the coin with the leading market cap. Still, it does not represent NVIDIA equity. (2) Cash Cat $CASHCAT (Cash Cat) CASHCAT is the chain's mascot. Before Robinhood became what it is today, the co-founders called their platform CashCat. Someone anonymous brought it back alive just days after the chain’s mainnet launch. With CEO Vlad Tenev praising the chain, saying it works "great for memes," and following the account, the meme coin skyrocketed by more than 1,700% in one day and several thousand percent in its first week, reaching peaks from mid-$100 million to more than $200 million. On August 6, Cash Cat became the first meme coin on Robinhood Chain to be added to the Robinhood app and doubled in value around the same time. (3) BLORB $BLORB (Blorbmeme) This recently launched community coin centers on a chaos blob mascot and Blorb World Order branding. This coin recently broke out by printing a new all-time high of ~$0.115 on September 15 and posting a roughly 75% one-day pump. Liquidity was strong compared to other new coins on the chain, helping it maintain a nine-figure market cap after the pump. (4) GreenHood $HOOD (TheGreenHood) The GreenHood story starts with a legend: a joke involving a Robin Hood who robs a bonding curve and airdrops it. It offers no utility by design. No roadmap, no team promises, only the green hood and the sheriff overseeing the price action. The reason why it ranks in the top five is very recent. The meme has surged nearly 90% in the past 24 hours. It is a classic chain-native culture token riding a fresh wave. (5) Boner Coin $BONER (boner) BONER refers to itself as “hard money” and mainly partners with tokenized HIMS. This grouping has accounted for a significant portion of on-chain HIMS on some occasions, the same stock-paired meta that pushed AI. It was created in August 2026, rose from almost zero all-time lows to an ATH of about $0.083 on September 7, and continues trading with hundreds of thousands of holdings. Market structure is identical to everything else on the leaderboard: community token, DEX-only, and still under a $100 million market cap. ------ There is a certain pattern here. Robinhood laid out the rails for stocks. The first robust products were memes that either stole the corporate mythology (CASHCAT, HOOD) or directly connected with these stock memes (AI, BONER). That being said, the meme ecosystem on the chain is thriving. However, like every other post about memecoin, this content is just for informational purposes only and not financial advice.
0:30

What are the Top 5 Biggest memecoins on the Robinhood chain? The Robinhood Chain (Robinhood) launched on July 1, 2026, as an Ethereum Layer 2 chain for tokenized stocks. This didn't quite go to plan for traders, though, as memecoins soon dominated volume and formed a clear hierarchy. Below is a list of the top five coins, based on the CoinGecko Robinhood Chain Meme page and social media coverage. (1) Artificial Inu $AI (Artificial Inu) This is an AI dog meme, but its largest liquidity is quoted against tokenized NVIDIA rather than $ETH. It launched in August and grew from around a $1.5 million market cap on August 1 to about $135 million on August 30, then hit a high of around $300 million in early September. This mechanism allowed it to become the biggest "stock coin" on the chain and the coin with the leading market cap. Still, it does not represent NVIDIA equity. (2) Cash Cat $CASHCAT (Cash Cat) CASHCAT is the chain's mascot. Before Robinhood became what it is today, the co-founders called their platform CashCat. Someone anonymous brought it back alive just days after the chain’s mainnet launch. With CEO Vlad Tenev praising the chain, saying it works "great for memes," and following the account, the meme coin skyrocketed by more than 1,700% in one day and several thousand percent in its first week, reaching peaks from mid-$100 million to more than $200 million. On August 6, Cash Cat became the first meme coin on Robinhood Chain to be added to the Robinhood app and doubled in value around the same time. (3) BLORB $BLORB (Blorbmeme) This recently launched community coin centers on a chaos blob mascot and Blorb World Order branding. This coin recently broke out by printing a new all-time high of ~$0.115 on September 15 and posting a roughly 75% one-day pump. Liquidity was strong compared to other new coins on the chain, helping it maintain a nine-figure market cap after the pump. (4) GreenHood $HOOD (TheGreenHood) The GreenHood story starts with a legend: a joke involving a Robin Hood who robs a bonding curve and airdrops it. It offers no utility by design. No roadmap, no team promises, only the green hood and the sheriff overseeing the price action. The reason why it ranks in the top five is very recent. The meme has surged nearly 90% in the past 24 hours. It is a classic chain-native culture token riding a fresh wave. (5) Boner Coin $BONER (boner) BONER refers to itself as “hard money” and mainly partners with tokenized HIMS. This grouping has accounted for a significant portion of on-chain HIMS on some occasions, the same stock-paired meta that pushed AI. It was created in August 2026, rose from almost zero all-time lows to an ATH of about $0.083 on September 7, and continues trading with hundreds of thousands of holdings. Market structure is identical to everything else on the leaderboard: community token, DEX-only, and still under a $100 million market cap. ------ There is a certain pattern here. Robinhood laid out the rails for stocks. The first robust products were memes that either stole the corporate mythology (CASHCAT, HOOD) or directly connected with these stock memes (AI, BONER). That being said, the meme ecosystem on the chain is thriving. However, like every other post about memecoin, this content is just for informational purposes only and not financial advice.

BSCN

18,710 次观看 • 10 天前

🚨 WARNING: BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF Bitcoin pumped $16,000 in 3 days. Without any major news. Everyone is talking about new rally, but nobody understands what actually happened. You need to watch the flows, not the chart. Binance, Coinbase, Wintermute, and ETF wallets all became active at the same time. THIS WAS A COORDINATED PUMP. Here’s what actually happened: → Liquidity was thin → Leverage was heavily positioned to one side → Funding was already stretched So price gets pushed up aggressively to trigger FOMO. And more importantly, trap fresh shorts. Once enough leverage was trapped? They started buying into the strength. You can literally see it on-chain: → Coordinated inflows into major exchanges and ETF wallets → Heavy buying after key leverage levels were hit That’s not genuine demand, that’s a liquidity hunt. This is how large players move serious size without chasing the price. They push the market toward the liquidity, trigger FOMO and liquidations, then sell directly into the chaos they just created. Bitcoin NEVER moves like this without major news. It moves when leverage builds up and someone with deep pockets decides it’s time to move the market. Watch funding. Watch open interest. Watch on-chain flows. I’ve called market tops and bottoms for over 10 years now. And I’ll call this one as well. If you want to win big this cycle, all you have to do is follow and turn notification on. A lot of people are going to regret not doing it sooner.
0:23

🚨 WARNING: BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF Bitcoin pumped $16,000 in 3 days. Without any major news. Everyone is talking about new rally, but nobody understands what actually happened. You need to watch the flows, not the chart. Binance, Coinbase, Wintermute, and ETF wallets all became active at the same time. THIS WAS A COORDINATED PUMP. Here’s what actually happened: → Liquidity was thin → Leverage was heavily positioned to one side → Funding was already stretched So price gets pushed up aggressively to trigger FOMO. And more importantly, trap fresh shorts. Once enough leverage was trapped? They started buying into the strength. You can literally see it on-chain: → Coordinated inflows into major exchanges and ETF wallets → Heavy buying after key leverage levels were hit That’s not genuine demand, that’s a liquidity hunt. This is how large players move serious size without chasing the price. They push the market toward the liquidity, trigger FOMO and liquidations, then sell directly into the chaos they just created. Bitcoin NEVER moves like this without major news. It moves when leverage builds up and someone with deep pockets decides it’s time to move the market. Watch funding. Watch open interest. Watch on-chain flows. I’ve called market tops and bottoms for over 10 years now. And I’ll call this one as well. If you want to win big this cycle, all you have to do is follow and turn notification on. A lot of people are going to regret not doing it sooner.

0xNobler

112,746 次观看 • 1 个月前

There’s a DeFi project I’ve been looking at recently called HertzFlow HertzFlow | Mainnet Arc🎲 So what exactly is HertzFlow? 🧧 It’s basically a decentralized leverage trading platform built on BNB Chain, where you can trade different assets directly from your wallet. It’s a project backed by Binance and YZi Labs 🔥 And what makes it interesting is that they’re not just targeting crypto. Their vision is to build a permissionless leverage engine where users can trade crypto, forex, commodities and stocks on-chain. But the part that caught my attention is the traction they’re already getting💪 HertzFlow currently has around $7 million in TVL and has processed over $47 million in perpetual trading volume in the last 30 days. Even more interesting, mainnet trading is already live in invite-only beta, and they’ve been running initiatives like their $100 Survival Challenge, giving traders capital to compete and potentially win a share of a $15K prize pool with 1st position going home with $2,000, 2nd position: $1500 etc distributing the $15k pool across winners. So for me, the bullish part is simple, they’re moving beyond just having a nice product narrative and are already showing real liquidity and trading activity. Definitely one project I’m keeping on my radar and you should check out too. PS: Thank you very much for the wonderful merchandise sent across to me, I love it ❤️ and it was really nice talking to the African lead in person 𝑬𝒎𝒏𝒊𝒓𝒆𝒙🪖, such an amazing trader with passion and in-depth knowledge about the crypto market. Thank you HertzFlow | Mainnet Arc🎲 x Hertzflow Africa 🌍 ❤️
2:29

There’s a DeFi project I’ve been looking at recently called HertzFlow HertzFlow | Mainnet Arc🎲 So what exactly is HertzFlow? 🧧 It’s basically a decentralized leverage trading platform built on BNB Chain, where you can trade different assets directly from your wallet. It’s a project backed by Binance and YZi Labs 🔥 And what makes it interesting is that they’re not just targeting crypto. Their vision is to build a permissionless leverage engine where users can trade crypto, forex, commodities and stocks on-chain. But the part that caught my attention is the traction they’re already getting💪 HertzFlow currently has around $7 million in TVL and has processed over $47 million in perpetual trading volume in the last 30 days. Even more interesting, mainnet trading is already live in invite-only beta, and they’ve been running initiatives like their $100 Survival Challenge, giving traders capital to compete and potentially win a share of a $15K prize pool with 1st position going home with $2,000, 2nd position: $1500 etc distributing the $15k pool across winners. So for me, the bullish part is simple, they’re moving beyond just having a nice product narrative and are already showing real liquidity and trading activity. Definitely one project I’m keeping on my radar and you should check out too. PS: Thank you very much for the wonderful merchandise sent across to me, I love it ❤️ and it was really nice talking to the African lead in person 𝑬𝒎𝒏𝒊𝒓𝒆𝒙🪖, such an amazing trader with passion and in-depth knowledge about the crypto market. Thank you HertzFlow | Mainnet Arc🎲 x Hertzflow Africa 🌍 ❤️

Dr. Ogcrypto

12,344 次观看 • 13 天前

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

133,956 次观看 • 8 个月前

🚨 WARNING: NVIDIA x ELON MUSK DEAL IS BUILT ON FAKE NUMBERS!! Michael Burry published an analysis calling the structure “Fugazi”, meaning fake. If the structure is real, we could be heading for a COLLAPSE: He is alleging that BILLIONS of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing. Nvidia, the world's largest AI chip company sold $5.4 BILLION worth of its most advanced GPUs, the GB200, to a company called Valor. Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 BILLION of its own money directly into Valor on top of the sale. Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models. But here is what Burry is flagging. Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 BILLION in GPU assets do not show up on Nvidia's balance sheet as inventory. They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies. Nvidia gets to book the $5.4 BILLION as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle. Now here is where American retirees enter the picture. Valor needed $3.5 BILLION in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 TRILLION under management and $834 BILLION specifically in private credit. Apollo raised the $3.5 BILLION, packaged it into debt securities, and sold those securities to Athene. Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans. When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center. The numbers inside Athene are most alarming. Athene holds $74.2 BILLION in reserves. It has moved $217 BILLION in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight. Of the entire portfolio, 34.7%, equal to $103 BILLION, is classified as Level 3 assets. Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth. The leverage sitting on top of those unpriced assets is 16 times. Burry's says: Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing. Nvidia books the revenue. Apollo collects the fees. xAI gets the computing power. And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 BILLION in assets with no market price carry the risk without knowing it exists. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:33

🚨 WARNING: NVIDIA x ELON MUSK DEAL IS BUILT ON FAKE NUMBERS!! Michael Burry published an analysis calling the structure “Fugazi”, meaning fake. If the structure is real, we could be heading for a COLLAPSE: He is alleging that BILLIONS of dollars in Nvidia chips are being hidden off balance sheets, and that American retirees are unknowingly funding the whole thing. Nvidia, the world's largest AI chip company sold $5.4 BILLION worth of its most advanced GPUs, the GB200, to a company called Valor. Valor is not a real operating business. It is a special purpose vehicle, a shell company created specifically to hold these chips and nothing else. Nvidia also invested $1.9 BILLION of its own money directly into Valor on top of the sale. Those 100,000+ chips are now physically inside xAI's data center. xAI is Elon Musk's artificial intelligence company, the one that builds Grok. xAI is using every single one of those chips right now to run its AI models. But here is what Burry is flagging. Neither Nvidia nor xAI owns those chips on paper. Valor, the shell company holds legal title. That means $5.4 BILLION in GPU assets do not show up on Nvidia's balance sheet as inventory. They do not show up on xAI's balance sheet as assets. They are legally invisible to both companies. Nvidia gets to book the $5.4 BILLION as a completed sale and record it as revenue. xAI gets full use of the chips without owning them. And the risk disappears into a shell company in the middle. Now here is where American retirees enter the picture. Valor needed $3.5 BILLION in debt to fund this structure. Apollo provided it. Apollo is one of the largest asset managers on earth with $1.03 TRILLION under management and $834 BILLION specifically in private credit. Apollo raised the $3.5 BILLION, packaged it into debt securities, and sold those securities to Athene. Athene is Apollo's own insurance company. It sells fixed and indexed annuities, retirement savings products, to ordinary Americans. When a retiree buys an Athene annuity, they believe their money is sitting in safe, stable investments. That money is now inside a structure funding Elon Musk's AI data center. The numbers inside Athene are most alarming. Athene holds $74.2 BILLION in reserves. It has moved $217 BILLION in assets into a captive insurer based in Bermuda, meaning those assets sit outside normal US insurance regulation and oversight. Of the entire portfolio, 34.7%, equal to $103 BILLION, is classified as Level 3 assets. Level 3 is an accounting classification that means there is no observable market price for these assets. No outside party can independently verify what they are actually worth. The leverage sitting on top of those unpriced assets is 16 times. Burry's says: Every step of this structure is technically legal and publicly disclosed. But the entire thing was deliberately engineered across 8 to 12 steps to move credit risk off balance sheets and away from any market pricing. Nvidia books the revenue. Apollo collects the fees. xAI gets the computing power. And retirees sitting at the bottom of a 16x leveraged Bermuda insurance structure, holding $103 BILLION in assets with no market price carry the risk without knowing it exists. I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

WhaleTwits

48,759 次观看 • 3 个月前

Why Exchanges Banned This Bot: The 142,000% Return Liquidation Strategy Revealed i finally posted the strategy that got me banned and now the exchanges are probably sweating because i am handing you the keys to the liquidation engine. most people think trading is about charts but the real alpha is hidden in the moments when other traders lose everything. if you can understand why market makers hunt these positions you will never look at a candlestick the same way again. it took years of losing money to liquidations and over trading to realize that hand trading is a losing game for almost everyone on the planet. code is the great equalizer because it removes the emotion that usually causes you to hold a losing position until your account hits zero. i spent hundreds of thousands on developers in the past thinking i could not code myself until i realized i just needed to iterate to success. trading by hand is just driving a horse while everyone else is in a ferrari and the fees alone will chop you up before you even realize you were wrong. i watched a guy with a six million dollar short position sitting just two percent away from total liquidation while i was building this. seeing those numbers on the screen gives me ideas that i can automate into a bot so i dont have to spend my life staring at a monitor. the process i follow is called the rbi system which stands for research backtest and implement. most traders skip the first two steps and go straight to implementation which is why they get smoked on their very first bot. research starts with a backlog of ideas from books or papers or even just watching how the market reacts to big moves. once you have that idea you have to see if it worked in the past using a backtest because if it did not work then it certainly won't work in the future. i have been collecting liquidation data for eighteen months because that data is the lifeblood of a winning system. there is a hidden loop in the market where market makers try to liquidate as many people as possible to find liquidity. i wanted to build a strategy that either trades with that momentum or bets on the bounce right after the liquidation happens. the first strategy i tested was a pure liquidation momentum play that looks for a threshold of nine hundred seventy five thousand dollars in liquidations. when longs get liquidated it shorts the market to continue the down move and it tries to take a one percent profit. this strategy showed a return of over four hundred percent in the backtest while the buy and hold was only thirty three percent. it sounds amazing but you have to be careful with optimized results because you can search with math until you find anything. i decided to flip the logic on its head and create an inverse liquidation strategy that acts as a contrarian. instead of following the move it waits for the longs to get liquidated and then buys the dip after a small price spread. this is where i stumbled onto something that felt like a mistake but turned out to be pure alpha. i accidentally typed in a threshold of three hundred thousand dollars instead of three million and the results were unbelievable. the backtest return jumped to over one hundred forty thousand percent because the bot was catching every single micro bounce in the market. even when i doubled the commission fees to account for the high trade volume the strategy still stayed incredibly profitable. most people would have missed this because they are too busy trying to be right instead of just looking at what the data says. i use tools like claude and cursor to build these bots in minutes when it used to take me an entire week to write the code. if you are not using ai to automate your ideas you are essentially choosing to work ten times harder for less money. i built three separate bots during this session including a momentum bot and two different versions of the inverse spread bot. running these together creates a sort of statistical arbitrage where you can hedge your positions across different market conditions. one bot wins when the market cascades and the other wins when it fakes out and reverses. you have to start with tiny ten dollar sizes because a backtest is never a hundred percent guarantee of what will happen today. i always run my p and l close logic first to make sure the bot exits the position if the stop loss or take profit is hit. it is vital to check your position every fifteen seconds and make sure you are not double ordering or getting stuck in a trade. the goal is to have fully automated systems trading for you so you can actually live your life while the bots do the work. i push all of this code to my private github because i believe that wall street will never show you how this actually works. you have to be a doer and not a dabbler if you want to actually make it in this industry. the reason i show everything live on youtube is to prove that anyone can learn to do this if they are willing to iterate. you dont need to be a math genius you just need to follow the rbi system and stay disciplined with your risk. every liquidation you see on the chart is a signal and if you know how to read them you are no longer the one being hunted. i am currently running the third version of the bot to see how it handles the live market volatility. it is a beautiful thing to see a system enter and exit a trade perfectly without you having to click a single button. the fees are the silent killer of hand traders but a bot can be programmed to use limit orders and stay efficient. if you learn to code you can build anything for the rest of your life regardless of where you are in the world. stop trying to guess which way the candle will go and start building systems that can handle both directions. i am going to keep testing these three strategies against each other to find the ultimate ensemble for this current market. once you find a winning edge you just have to scale it up slowly and keep refining the parameters. the exchanges might not like that i am sharing this but code is the great equalizer and it is time for you to use it. i will be back tomorrow to show the results and keep building more systems until everything is fully automated
1:23:35

Why Exchanges Banned This Bot: The 142,000% Return Liquidation Strategy Revealed i finally posted the strategy that got me banned and now the exchanges are probably sweating because i am handing you the keys to the liquidation engine. most people think trading is about charts but the real alpha is hidden in the moments when other traders lose everything. if you can understand why market makers hunt these positions you will never look at a candlestick the same way again. it took years of losing money to liquidations and over trading to realize that hand trading is a losing game for almost everyone on the planet. code is the great equalizer because it removes the emotion that usually causes you to hold a losing position until your account hits zero. i spent hundreds of thousands on developers in the past thinking i could not code myself until i realized i just needed to iterate to success. trading by hand is just driving a horse while everyone else is in a ferrari and the fees alone will chop you up before you even realize you were wrong. i watched a guy with a six million dollar short position sitting just two percent away from total liquidation while i was building this. seeing those numbers on the screen gives me ideas that i can automate into a bot so i dont have to spend my life staring at a monitor. the process i follow is called the rbi system which stands for research backtest and implement. most traders skip the first two steps and go straight to implementation which is why they get smoked on their very first bot. research starts with a backlog of ideas from books or papers or even just watching how the market reacts to big moves. once you have that idea you have to see if it worked in the past using a backtest because if it did not work then it certainly won't work in the future. i have been collecting liquidation data for eighteen months because that data is the lifeblood of a winning system. there is a hidden loop in the market where market makers try to liquidate as many people as possible to find liquidity. i wanted to build a strategy that either trades with that momentum or bets on the bounce right after the liquidation happens. the first strategy i tested was a pure liquidation momentum play that looks for a threshold of nine hundred seventy five thousand dollars in liquidations. when longs get liquidated it shorts the market to continue the down move and it tries to take a one percent profit. this strategy showed a return of over four hundred percent in the backtest while the buy and hold was only thirty three percent. it sounds amazing but you have to be careful with optimized results because you can search with math until you find anything. i decided to flip the logic on its head and create an inverse liquidation strategy that acts as a contrarian. instead of following the move it waits for the longs to get liquidated and then buys the dip after a small price spread. this is where i stumbled onto something that felt like a mistake but turned out to be pure alpha. i accidentally typed in a threshold of three hundred thousand dollars instead of three million and the results were unbelievable. the backtest return jumped to over one hundred forty thousand percent because the bot was catching every single micro bounce in the market. even when i doubled the commission fees to account for the high trade volume the strategy still stayed incredibly profitable. most people would have missed this because they are too busy trying to be right instead of just looking at what the data says. i use tools like claude and cursor to build these bots in minutes when it used to take me an entire week to write the code. if you are not using ai to automate your ideas you are essentially choosing to work ten times harder for less money. i built three separate bots during this session including a momentum bot and two different versions of the inverse spread bot. running these together creates a sort of statistical arbitrage where you can hedge your positions across different market conditions. one bot wins when the market cascades and the other wins when it fakes out and reverses. you have to start with tiny ten dollar sizes because a backtest is never a hundred percent guarantee of what will happen today. i always run my p and l close logic first to make sure the bot exits the position if the stop loss or take profit is hit. it is vital to check your position every fifteen seconds and make sure you are not double ordering or getting stuck in a trade. the goal is to have fully automated systems trading for you so you can actually live your life while the bots do the work. i push all of this code to my private github because i believe that wall street will never show you how this actually works. you have to be a doer and not a dabbler if you want to actually make it in this industry. the reason i show everything live on youtube is to prove that anyone can learn to do this if they are willing to iterate. you dont need to be a math genius you just need to follow the rbi system and stay disciplined with your risk. every liquidation you see on the chart is a signal and if you know how to read them you are no longer the one being hunted. i am currently running the third version of the bot to see how it handles the live market volatility. it is a beautiful thing to see a system enter and exit a trade perfectly without you having to click a single button. the fees are the silent killer of hand traders but a bot can be programmed to use limit orders and stay efficient. if you learn to code you can build anything for the rest of your life regardless of where you are in the world. stop trying to guess which way the candle will go and start building systems that can handle both directions. i am going to keep testing these three strategies against each other to find the ultimate ensemble for this current market. once you find a winning edge you just have to scale it up slowly and keep refining the parameters. the exchanges might not like that i am sharing this but code is the great equalizer and it is time for you to use it. i will be back tomorrow to show the results and keep building more systems until everything is fully automated

Moon Dev

11,948 次观看 • 6 个月前

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.
1:52

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.

Ricardo

71,544 次观看 • 1 个月前

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 次观看 • 1 年前

🚨WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED!! Japan just hit the panic button. The BOJ has officially hiked interest rates to 1.25%. Japan hasn't seen rates this high since the 1990s. And if you think this has no impact on global markets... YOU ARE COMPLETELY WRONG. Every time the BOJ raised rates, Bitcoin crashed 20%+ within days. But this goes far beyond Bitcoin and risk assets. This is about global liquidity. This is about capital moving across borders. And this is about a market that is completely unprepared for what comes next. Let me explain. The last time Japan operated around these interest rate levels, the global financial system was already under serious pressure. In 1994, the infamous "Great Bond Massacre" destroyed roughly $1.5 TRILLION in bond market value. Then the pressure accelerated. In early 1995, the Japanese yen went PARABOLIC. On April 19, 1995, USD/JPY collapsed to 79.75 - the lowest level ever recorded. Now here's what almost nobody is talking about. Japan tightened monetary policy... And then it was forced to reverse course. Later that same year, the BOJ cut its discount rate back to 0.50%. That one fact tells you EVERYTHING. Because when Japan tightens into a fragile financial system, the consequences don't remain inside Japan. Japan is a critical pillar of global liquidity. Japan is one of the world's largest sources of funding. And Japan remains one of the largest foreign holders of U.S. debt. Today, Japan holds more than $1.15 TRILLION in U.S. Treasuries. That means any major shift in Japanese monetary policy will hit EVERY major asset class around the world. THIS IS THE WARNING. Not because rates are higher. But because the last time Japan reached these levels, financial stress was already building. Markets aren't pricing that risk today. But eventually, they will. I've spent more than a decade studying macroeconomics and market cycles. I've called major market tops and bottoms, including Bitcoin's $126K ATH. Follow and turn notifications on. I'll post the next call here first.
0:52

🚨WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED!! Japan just hit the panic button. The BOJ has officially hiked interest rates to 1.25%. Japan hasn't seen rates this high since the 1990s. And if you think this has no impact on global markets... YOU ARE COMPLETELY WRONG. Every time the BOJ raised rates, Bitcoin crashed 20%+ within days. But this goes far beyond Bitcoin and risk assets. This is about global liquidity. This is about capital moving across borders. And this is about a market that is completely unprepared for what comes next. Let me explain. The last time Japan operated around these interest rate levels, the global financial system was already under serious pressure. In 1994, the infamous "Great Bond Massacre" destroyed roughly $1.5 TRILLION in bond market value. Then the pressure accelerated. In early 1995, the Japanese yen went PARABOLIC. On April 19, 1995, USD/JPY collapsed to 79.75 - the lowest level ever recorded. Now here's what almost nobody is talking about. Japan tightened monetary policy... And then it was forced to reverse course. Later that same year, the BOJ cut its discount rate back to 0.50%. That one fact tells you EVERYTHING. Because when Japan tightens into a fragile financial system, the consequences don't remain inside Japan. Japan is a critical pillar of global liquidity. Japan is one of the world's largest sources of funding. And Japan remains one of the largest foreign holders of U.S. debt. Today, Japan holds more than $1.15 TRILLION in U.S. Treasuries. That means any major shift in Japanese monetary policy will hit EVERY major asset class around the world. THIS IS THE WARNING. Not because rates are higher. But because the last time Japan reached these levels, financial stress was already building. Markets aren't pricing that risk today. But eventually, they will. I've spent more than a decade studying macroeconomics and market cycles. I've called major market tops and bottoms, including Bitcoin's $126K ATH. Follow and turn notifications on. I'll post the next call here first.

0xNobler

123,765 次观看 • 10 天前

The AI boom is running on the biggest energy fraud in history. Everyone is arguing about whether the chips are a bubble. But the real problem is one floor down, in the electricity that is supposed to make the whole thing physically real. And the smartest money on Wall Street is the one funding it. Here's what's going on right now: AI data centers cannot wait years for a grid connection, so they went behind the meter and started generating their own power on-site with fuel cells. One company became the face of that entire trade. Its stock is up more than 1,100% in a single year. It just posted its first billion-dollar quarter, $1.065 billion in revenue, a jump of 166%. In June, Brookfield quintupled its financing commitment to the company from $5 billion to $25 billion, part of a $100 billion AI infrastructure fund. Oracle expanded its own deal to 2.8 gigawatts. The message to the market was clean: The power problem is solved, and the giants are validating it with billions. Then a short seller named Hunterbrook pulled the audited filings on that company, Bloom Energy... What they found was a machine selling to ITSELF. In the fourth quarter of 2025, 74% of Bloom's revenue came from joint ventures Bloom partly owns alongside Brookfield. For all of 2025, around 44% came from related parties. Those joint ventures have names. They are called Bolt US JVCo LLC and ORC HoldCo LLC, both formed in August 2025. Bloom holds a single-digit stake in one and 15% in another, and Brookfield holds the rest. Bloom sells its fuel cells into these financing affiliates and books the revenue on the sale, even though the affiliate is not the customer actually burning the power. Its own auditor, Deloitte, flagged the arrangement as a critical audit matter. So the blowout growth the whole market is celebrating is, in large part, Bloom selling equipment to an entity its own financier controls. Then comes the backlog: Bloom markets a $20 billion order book. According to its audited filings, the binding obligations behind that number were roughly $492 million as of the first quarter of 2026. The headline and the actual contracts are separated by an entire order of magnitude. But the most damning part is the product itself: Hunterbrook pulled 15 years of public generation data. In New York, all 37 metered systems fell below Bloom's own efficiency benchmark at a median of just 20 months, and only one was on pace to survive the five years Bloom advertises. A part-owner of one New York project said Bloom paid them a multimillion-dollar penalty because the cells ran below the promised output. Bloom rejects all of it as false and misleading, stands behind its audited statements, and insists its supply chain does not depend on China. But the joint-venture accounting sits in public footnotes - and the market sided with Bloom anyway. The stock shrugged off both reports and climbed to record highs, because Brookfield and Oracle are sophisticated buyers writing real checks, and the fuel cells are running in the field today. Here is why this reaches far beyond one company: The power layer was the one part of the AI story that everyone treated as solid ground. The chips could be overvalued and the models could disappoint, but surely the electricity was real. If that electricity turns out to be a money loop wrapped around a product that degrades years early, then the foundation under a multi-trillion-dollar buildout is not what the market believes it is. And Brookfield just committed 25 billion more dollars to keep the loop spinning. The receipts have been public for over a month but Wall Street simply decided not to read them. Thoughts?
1:12

The AI boom is running on the biggest energy fraud in history. Everyone is arguing about whether the chips are a bubble. But the real problem is one floor down, in the electricity that is supposed to make the whole thing physically real. And the smartest money on Wall Street is the one funding it. Here's what's going on right now: AI data centers cannot wait years for a grid connection, so they went behind the meter and started generating their own power on-site with fuel cells. One company became the face of that entire trade. Its stock is up more than 1,100% in a single year. It just posted its first billion-dollar quarter, $1.065 billion in revenue, a jump of 166%. In June, Brookfield quintupled its financing commitment to the company from $5 billion to $25 billion, part of a $100 billion AI infrastructure fund. Oracle expanded its own deal to 2.8 gigawatts. The message to the market was clean: The power problem is solved, and the giants are validating it with billions. Then a short seller named Hunterbrook pulled the audited filings on that company, Bloom Energy... What they found was a machine selling to ITSELF. In the fourth quarter of 2025, 74% of Bloom's revenue came from joint ventures Bloom partly owns alongside Brookfield. For all of 2025, around 44% came from related parties. Those joint ventures have names. They are called Bolt US JVCo LLC and ORC HoldCo LLC, both formed in August 2025. Bloom holds a single-digit stake in one and 15% in another, and Brookfield holds the rest. Bloom sells its fuel cells into these financing affiliates and books the revenue on the sale, even though the affiliate is not the customer actually burning the power. Its own auditor, Deloitte, flagged the arrangement as a critical audit matter. So the blowout growth the whole market is celebrating is, in large part, Bloom selling equipment to an entity its own financier controls. Then comes the backlog: Bloom markets a $20 billion order book. According to its audited filings, the binding obligations behind that number were roughly $492 million as of the first quarter of 2026. The headline and the actual contracts are separated by an entire order of magnitude. But the most damning part is the product itself: Hunterbrook pulled 15 years of public generation data. In New York, all 37 metered systems fell below Bloom's own efficiency benchmark at a median of just 20 months, and only one was on pace to survive the five years Bloom advertises. A part-owner of one New York project said Bloom paid them a multimillion-dollar penalty because the cells ran below the promised output. Bloom rejects all of it as false and misleading, stands behind its audited statements, and insists its supply chain does not depend on China. But the joint-venture accounting sits in public footnotes - and the market sided with Bloom anyway. The stock shrugged off both reports and climbed to record highs, because Brookfield and Oracle are sophisticated buyers writing real checks, and the fuel cells are running in the field today. Here is why this reaches far beyond one company: The power layer was the one part of the AI story that everyone treated as solid ground. The chips could be overvalued and the models could disappoint, but surely the electricity was real. If that electricity turns out to be a money loop wrapped around a product that degrades years early, then the foundation under a multi-trillion-dollar buildout is not what the market believes it is. And Brookfield just committed 25 billion more dollars to keep the loop spinning. The receipts have been public for over a month but Wall Street simply decided not to read them. Thoughts?

Ricardo

18,683 次观看 • 1 个月前

a deported Chinese dev at a Starbucks showed me his screen and said "you have 6 seconds" he was sitting in the corner. two phones. one laptop. hood up. looked like he hadn't slept in days. i sat down next to him because every other seat was taken. he saw my screen. Polymarket open. "you trade these BTC markets?" yeah. 5-minute binaries. he turned his laptop toward me. "you see how the result settles? every 5-minute BTC market resolves based on an oracle. the oracle reads the price from an API. but the oracle doesn't update instantly. there's a lag. 4 to 6 seconds" "in those 6 seconds the real BTC price already moved. but the market is still open. still accepting orders. priced on the old number" he pointed at his screen. two windows side by side. left: Binance BTC spot feed. right: Polymarket orderbook. 3,200 stars. decentralized oracle framework. he had it forked on his laptop. the entire oracle timing model was exposed in the source code. "right now BTC is at $100,240 on Binance. the oracle still shows $100,190. the market 'BTC above $100,200 at 3:05pm' is trading YES at 41 cents" "but i already know the answer is YES. because i see the real price. the oracle doesn't. for 6 seconds i'm trading against a blind counterparty" watched him buy YES at 41c. four seconds later the oracle updated. market resolved YES. payout $1. "59 cents in 4 seconds. this happens every 5 minutes. 288 times a day" asked how he found this. "i was an oracle engineer at Chainlink in Shanghai. got deported for visa issues. took the knowledge with me" "every oracle has a heartbeat interval. a deviation threshold. a propagation delay. i know exactly how long each one takes to update. because i built three of them" he closed his laptop. "the edge isn't in the market. it's in the infrastructure layer between the real price and the reported price. nobody looks there. because nobody understands how oracles work" finished his coffee. left. didn't get his name. didn't need it. flew home. opened Claude. "build an oracle latency exploitation engine for Polymarket BTC binaries. track real-time BTC spot price from Binance websocket feed. compare against Polymarket oracle update timestamps. detect windows where oracle lags behind spot by more than $30. enter the side that the real price already confirmed. target the 4-6 second blind window before each oracle heartbeat." the system was live by morning. named it DEEP SIGNAL. first fill hit before i finished coffee. > Binance websocket feed at 50ms intervals. > oracle heartbeat monitor. > propagation delay calculator. > spot-to-oracle divergence detector. > conviction gate at $30+ deviation. > order placement avg 47ms. $534K volume. 79% win rate. sharpe 3.64. drawdown -1.2%. +$11,681 in profit runs on: Claude $20. VPS $5. UMA protocol free. $25/month. copytrade setup here: went back to that Starbucks a week later. same corner. empty. but the oracle still lags. every 5 minutes. every day. 6 seconds is all you need when you can see what the oracle can't.
0:32

a deported Chinese dev at a Starbucks showed me his screen and said "you have 6 seconds" he was sitting in the corner. two phones. one laptop. hood up. looked like he hadn't slept in days. i sat down next to him because every other seat was taken. he saw my screen. Polymarket open. "you trade these BTC markets?" yeah. 5-minute binaries. he turned his laptop toward me. "you see how the result settles? every 5-minute BTC market resolves based on an oracle. the oracle reads the price from an API. but the oracle doesn't update instantly. there's a lag. 4 to 6 seconds" "in those 6 seconds the real BTC price already moved. but the market is still open. still accepting orders. priced on the old number" he pointed at his screen. two windows side by side. left: Binance BTC spot feed. right: Polymarket orderbook. 3,200 stars. decentralized oracle framework. he had it forked on his laptop. the entire oracle timing model was exposed in the source code. "right now BTC is at $100,240 on Binance. the oracle still shows $100,190. the market 'BTC above $100,200 at 3:05pm' is trading YES at 41 cents" "but i already know the answer is YES. because i see the real price. the oracle doesn't. for 6 seconds i'm trading against a blind counterparty" watched him buy YES at 41c. four seconds later the oracle updated. market resolved YES. payout $1. "59 cents in 4 seconds. this happens every 5 minutes. 288 times a day" asked how he found this. "i was an oracle engineer at Chainlink in Shanghai. got deported for visa issues. took the knowledge with me" "every oracle has a heartbeat interval. a deviation threshold. a propagation delay. i know exactly how long each one takes to update. because i built three of them" he closed his laptop. "the edge isn't in the market. it's in the infrastructure layer between the real price and the reported price. nobody looks there. because nobody understands how oracles work" finished his coffee. left. didn't get his name. didn't need it. flew home. opened Claude. "build an oracle latency exploitation engine for Polymarket BTC binaries. track real-time BTC spot price from Binance websocket feed. compare against Polymarket oracle update timestamps. detect windows where oracle lags behind spot by more than $30. enter the side that the real price already confirmed. target the 4-6 second blind window before each oracle heartbeat." the system was live by morning. named it DEEP SIGNAL. first fill hit before i finished coffee. > Binance websocket feed at 50ms intervals. > oracle heartbeat monitor. > propagation delay calculator. > spot-to-oracle divergence detector. > conviction gate at $30+ deviation. > order placement avg 47ms. $534K volume. 79% win rate. sharpe 3.64. drawdown -1.2%. +$11,681 in profit runs on: Claude $20. VPS $5. UMA protocol free. $25/month. copytrade setup here: went back to that Starbucks a week later. same corner. empty. but the oracle still lags. every 5 minutes. every day. 6 seconds is all you need when you can see what the oracle can't.

Hanako

32,681 次观看 • 5 个月前

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

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

Memedaddy

18,896 次观看 • 1 年前

For months, everyone called this a liquidity problem. It is not a liquidity problem anymore. It is not just investors pulling money out. It is investors who no longer want in. That is the bigger problem. The whole boom was built on flows. Wealth managers, pensions, insurance, the public. The machine had to keep moving. Now it is reversing. New direct lending issuance fell from 74.6 billion to 44.8 billion in one quarter, per Reuters and PitchBook. A drop of roughly 40%. And the redemptions keep coming. BlackRock's HLend capped requests after investors tried to pull 13%. Up from 9% the quarter before. The run is accelerating. It is not one fund. Blackstone hit its limits. Cliff Water's requests grew. Partners Group capped a private equity fund near 10% of NAV. The pressure is not staying in one lane. Now the public tell. Publicly traded BDCs are not bouncing, even as the market soars. They are the liquid version of the same trade. The bargain hunters are not showing up. That is a buyer strike. And the real fear is the dividends. If you expected 9% and get 4%, why take the risk on the rest? You do not hold the fund hoping Blue Owl turns out right. The stress is spreading. Software loans are down 4.7% this year while the index is up 1.2%. And software sits across both leveraged loans and private credit. Defaults just matched a 2023 high in a 300 billion dollar private credit index. And defaults lag. The amendments, the extensions, the PIK come first. Here is the mechanism. New money slows, old money wants out, so managers protect liquidity. They lend less. Deals slow. Exits disappear. Distributions shrink. Fundraising weakens. The loop closes on itself. It does not need a Lehman blowup to feed on itself. It is not one explosion. It is a system that can no longer clear. The argument from inside is that investors do not know what they are talking about. That this is all nothing. But this many people wanting out, and this many refusing to come in, is not nothing. Private credit can survive bad headlines. Problem loans. Even redemptions. What it cannot survive is a buyer strike, because the whole boom assumed capital would keep arriving. So this is not 2021 anymore. The credit cycle has changed. And the people who asked for their money back were never confused. They were just early.
22:40

For months, everyone called this a liquidity problem. It is not a liquidity problem anymore. It is not just investors pulling money out. It is investors who no longer want in. That is the bigger problem. The whole boom was built on flows. Wealth managers, pensions, insurance, the public. The machine had to keep moving. Now it is reversing. New direct lending issuance fell from 74.6 billion to 44.8 billion in one quarter, per Reuters and PitchBook. A drop of roughly 40%. And the redemptions keep coming. BlackRock's HLend capped requests after investors tried to pull 13%. Up from 9% the quarter before. The run is accelerating. It is not one fund. Blackstone hit its limits. Cliff Water's requests grew. Partners Group capped a private equity fund near 10% of NAV. The pressure is not staying in one lane. Now the public tell. Publicly traded BDCs are not bouncing, even as the market soars. They are the liquid version of the same trade. The bargain hunters are not showing up. That is a buyer strike. And the real fear is the dividends. If you expected 9% and get 4%, why take the risk on the rest? You do not hold the fund hoping Blue Owl turns out right. The stress is spreading. Software loans are down 4.7% this year while the index is up 1.2%. And software sits across both leveraged loans and private credit. Defaults just matched a 2023 high in a 300 billion dollar private credit index. And defaults lag. The amendments, the extensions, the PIK come first. Here is the mechanism. New money slows, old money wants out, so managers protect liquidity. They lend less. Deals slow. Exits disappear. Distributions shrink. Fundraising weakens. The loop closes on itself. It does not need a Lehman blowup to feed on itself. It is not one explosion. It is a system that can no longer clear. The argument from inside is that investors do not know what they are talking about. That this is all nothing. But this many people wanting out, and this many refusing to come in, is not nothing. Private credit can survive bad headlines. Problem loans. Even redemptions. What it cannot survive is a buyer strike, because the whole boom assumed capital would keep arriving. So this is not 2021 anymore. The credit cycle has changed. And the people who asked for their money back were never confused. They were just early.

Jeffrey P. Snider

32,147 次观看 • 3 个月前

The entire AI boom has hit a physical wall that no chip can break: America does NOT have enough electricity to run what these companies are building. You don't form an emergency coalition around a problem you've solved. You form one around a problem that's beating you. This morning Nvidia, Google, and a startup called Emerald AI launched something called the AI Energy Management Alliance. 18 members, including the AI lab Anthropic, the utility National Grid, and the power producers AES and NRG. The stated mission: Data centers will become "good citizens" of the grid, gently easing their power use in the rare hours the system is stressed, protecting your electricity bill and keeping the lights on for everyone else. But read what Nvidia said underneath the press release: Power has become "the defining constraint" on the expansion of AI infrastructure in the United States. The most valuable company in history, the one selling every chip the boom runs on, just told you the ceiling on its own business is the number of watts the country can physically deliver. So what is this alliance actually for? It's a lobbying group. And its real ask is this: Right now a new data center can wait a decade or more to connect to the grid, because utilities have to build for the worst hour of the year. The alliance wants governors and regulators to let any data center that promises to throttle its power during peak hours skip that line and plug in faster and bigger. And the grid is already buckling, and you're already paying for it. On PJM, the largest grid in America, serving 67 million people across 13 states, the wholesale cost of power jumped 76% in a single year. The independent market monitor pinned it directly on data centers and said the damage "is not reversible." Capacity prices in that market went from about $29 per megawatt-day to $329, roughly 11 times higher, and data centers drove most of it. This summer PJM had to beg households to cut their usage during a heat wave to avoid rolling blackouts. That's the backdrop the word "affordability" is doing so much work against. Now look at what the alliance actually brings to fix it: Google runs a demand-response program of roughly 1 gigawatt. Emerald and Nvidia have run 6 demonstrations. The first genuinely flexible AI data center they can point to is a single 100 megawatt site in Virginia that isn't even switched on yet. That's the pilot they're holding up against a buildout measured in tens of gigawatts, ordered years in advance, and already raising your rates today. So strip the civics off it and here's what actually happened: The best-funded companies on Earth just formed a coalition whose entire premise is that they need permission to sometimes use LESS electricity. They are announcing that the grid ran out of room before the models ran out of ambition, and they would like to jump the queue while you cover the upgrades. This has nothing to do with strength. Every earlier limit on AI was just a number on a slide, whether it was compute or funding or chip supply, and every one of them got solved with more money. This one can't be solved that way. You cannot venture-fund a power plant into existence in a quarter, and you cannot print a transmission line. Electricity is the first ceiling the AI industry can't buy its way through, and today it admitted that while dressing it up as a favor to your utility bill.
1:11

The entire AI boom has hit a physical wall that no chip can break: America does NOT have enough electricity to run what these companies are building. You don't form an emergency coalition around a problem you've solved. You form one around a problem that's beating you. This morning Nvidia, Google, and a startup called Emerald AI launched something called the AI Energy Management Alliance. 18 members, including the AI lab Anthropic, the utility National Grid, and the power producers AES and NRG. The stated mission: Data centers will become "good citizens" of the grid, gently easing their power use in the rare hours the system is stressed, protecting your electricity bill and keeping the lights on for everyone else. But read what Nvidia said underneath the press release: Power has become "the defining constraint" on the expansion of AI infrastructure in the United States. The most valuable company in history, the one selling every chip the boom runs on, just told you the ceiling on its own business is the number of watts the country can physically deliver. So what is this alliance actually for? It's a lobbying group. And its real ask is this: Right now a new data center can wait a decade or more to connect to the grid, because utilities have to build for the worst hour of the year. The alliance wants governors and regulators to let any data center that promises to throttle its power during peak hours skip that line and plug in faster and bigger. And the grid is already buckling, and you're already paying for it. On PJM, the largest grid in America, serving 67 million people across 13 states, the wholesale cost of power jumped 76% in a single year. The independent market monitor pinned it directly on data centers and said the damage "is not reversible." Capacity prices in that market went from about $29 per megawatt-day to $329, roughly 11 times higher, and data centers drove most of it. This summer PJM had to beg households to cut their usage during a heat wave to avoid rolling blackouts. That's the backdrop the word "affordability" is doing so much work against. Now look at what the alliance actually brings to fix it: Google runs a demand-response program of roughly 1 gigawatt. Emerald and Nvidia have run 6 demonstrations. The first genuinely flexible AI data center they can point to is a single 100 megawatt site in Virginia that isn't even switched on yet. That's the pilot they're holding up against a buildout measured in tens of gigawatts, ordered years in advance, and already raising your rates today. So strip the civics off it and here's what actually happened: The best-funded companies on Earth just formed a coalition whose entire premise is that they need permission to sometimes use LESS electricity. They are announcing that the grid ran out of room before the models ran out of ambition, and they would like to jump the queue while you cover the upgrades. This has nothing to do with strength. Every earlier limit on AI was just a number on a slide, whether it was compute or funding or chip supply, and every one of them got solved with more money. This one can't be solved that way. You cannot venture-fund a power plant into existence in a quarter, and you cannot print a transmission line. Electricity is the first ceiling the AI industry can't buy its way through, and today it admitted that while dressing it up as a favor to your utility bill.

Ricardo

26,257 次观看 • 12 天前

#0x0 = Uniswap + MetaMask + Monero on steroids It’s very rare to find projects like 0x0. A lot of these projects solve problems nobody gives a fuck about. This one actually solves a real issue traders and holders genuinely care about First ever 100% privacy ecosystem Trade privately Send / Receive crypto anonymously and safely Onchain perps with privacy coming next The privacy DEX & Wallet is super easy to use. I suggest sending a small amount over to see for yourself how simple it is 100% revenue goes back to the holders The potential to go to multi billions is so obvious. In hindsight this will be one of those generational plays for people who had balls and patience No this is not a paid ad. I have bought all my tokens and been holding and accumulating for 2+ years. Putting my money where my mouth is It’s a very simple privacy right. Just like going to 711 and using a credit card to pay for a snickers. The merchant has no idea what your balance is but you are able to complete the transaction privately. This is exactly what 0x0 enables Teams already paid out $5.6M+ in revenue share and that’s just from beta. Now that the products are live I expect revenue share to dramatically increase as volume and users continue to increase. This could snowball effect into many big whales making 6-7 figures passive income monthly in ETH rewards With plans to go multi chain across every big ecosystem and gaining the attention from CZ & Binance this seems like one of the most obvious plays in crypto One of the true comfy crypto holdings in the market along with BTC SOL ETH & HYPE With $ETH gaining mainstream adoption and institutional bidding from Blackrock & other ETF’s it seems a massive shift into utility is around the corner I believe 0x0 is setting up for a run towards multi billion dollar market - one of the comfiest holds in crypto
2:13

#0x0 = Uniswap + MetaMask + Monero on steroids It’s very rare to find projects like 0x0. A lot of these projects solve problems nobody gives a fuck about. This one actually solves a real issue traders and holders genuinely care about First ever 100% privacy ecosystem Trade privately Send / Receive crypto anonymously and safely Onchain perps with privacy coming next The privacy DEX & Wallet is super easy to use. I suggest sending a small amount over to see for yourself how simple it is 100% revenue goes back to the holders The potential to go to multi billions is so obvious. In hindsight this will be one of those generational plays for people who had balls and patience No this is not a paid ad. I have bought all my tokens and been holding and accumulating for 2+ years. Putting my money where my mouth is It’s a very simple privacy right. Just like going to 711 and using a credit card to pay for a snickers. The merchant has no idea what your balance is but you are able to complete the transaction privately. This is exactly what 0x0 enables Teams already paid out $5.6M+ in revenue share and that’s just from beta. Now that the products are live I expect revenue share to dramatically increase as volume and users continue to increase. This could snowball effect into many big whales making 6-7 figures passive income monthly in ETH rewards With plans to go multi chain across every big ecosystem and gaining the attention from CZ & Binance this seems like one of the most obvious plays in crypto One of the true comfy crypto holdings in the market along with BTC SOL ETH & HYPE With $ETH gaining mainstream adoption and institutional bidding from Blackrock & other ETF’s it seems a massive shift into utility is around the corner I believe 0x0 is setting up for a run towards multi billion dollar market - one of the comfiest holds in crypto

John

126,228 次观看 • 1 年前

📢 EstateX Building the ESX Blockchain: Creating the Binance of Tokenization The next big thing is here! EstateX is once again pioneering a revolutionary development that will redefine the potential of our company—and, more importantly, the $ESX token itself. Let’s dive in. No Changes to Launch Date Rest assured, this exciting new feature will not affect our anticipated launch date. We remain committed to launching in 2024, with an unwavering focus on delivering maximum value and stability to our investors. EstateX continues to lead as one of the highest-staked ICOs in the market, thanks to our loyal community and investors. Introducing the EstateX L1 Blockchain EstateX is thrilled to announce our very own L1 blockchain—designed with unique features to power a fully-fledged ecosystem focused on tokenization. Our vision is to make EstateX the Binance of tokenization, where asset owners and projects can not only create tokens but leverage EstateX’s vast infrastructure, raise funds through our community and institutional network, make use of our legal framework and receive marketing & branding support. In this video, you’ll hear directly from myself and our CTO, Graham, as we break down the technical details and show you how this move strengthens the entire EstateX ecosystem. Migration to the $ESX Chain Once live on the mainnet in 2025, the $ESX tokens will transition to our blockchain, becoming the chain’s native currency. While this blockchain is a key milestone, our commitment remains to the EstateX investment platform, which is integral to our broader vision and future success. It’s an essential part in our Binance of Tokenization strategy where on the one hand you have our blockchain, and on the other hand our investment platform to raise funds and make use of our legal framework and tech. A Unique Blockchain for Real-World Assets (RWA) EstateX is creating a one-of-a-kind RWA chain tailored to various asset classes, providing unparalleled opportunities for asset owners and investors. Projects will benefit from a comprehensive support package, including 24/7 legal support in the US and EU, access to both retail and institutional investors, marketing support, liquidity networks, and customizable whitelabel investment and management software. This robust support and infrastructure will solidify EstateX as the top destination for tokenization, all while delivering immense value for $ESX holders. Leading the RWA Space with Cutting-Edge Architecture EstateX’s polychain architecture will support multi-asset tokenization, global decentralization, and legal compliance across regions. By building parallel L1 chains alongside an L0 global settlement chain, we aim to create an ecosystem with fast transaction times and interoperability across product classes. Our multi-stage deployment will enable us to support dedicated L1 chains for specific markets, and later, a unifying L0 settlement chain for seamless cross-chain integration. All EstateX chains will utilize Proof-of-Stake consensus, EVM compatibility, and $ESX as the native currency. Streamlined Onboarding and White-Label Solutions Our design prioritizes fast, frictionless onboarding for third-party RWA providers. Through white-label integrations, EstateX will help market participants bypass technical and regulatory barriers. This will expand market opportunities by cutting costs, easing compliance, and offering solutions like on-chain KYC/KYB verification, payment gateways, exchange services, and proof-of-custody options. EstateX remains committed to transparency and accountability, with cryptographic solutions to ensure secure, trustless interactions. In addition, we’re developing RWA-specific token standards and maintaining open-source contributions to foster cross-market innovation. Onboarding Massive Partnerships for Massive Growth We are already onboarding major partners to our blockchain, offering them a blend of platform offerings and white-label solutions designed for scalability. Through these partnerships, EstateX will host large volumes of tokenized assets, benefiting from the secondary marketplaces and legal frameworks we provide. This high activity will drive substantial volume on the ESX chain, fueling demand and utility for the ESX token as we scale our infrastructure and only with delivering whitelabel technology. We are thrilled to announce that one of our first major onboarded partners will be revealed within the next two weeks. Stay tuned, as we are also in talks with high-profile sectors, including sports teams and other exciting industries. EstateX is set to lead the RWA landscape, establishing an ecosystem that is ready for the next phase of blockchain innovation. Thank you for being part of this journey!
9:45

📢 EstateX Building the ESX Blockchain: Creating the Binance of Tokenization The next big thing is here! EstateX is once again pioneering a revolutionary development that will redefine the potential of our company—and, more importantly, the $ESX token itself. Let’s dive in. No Changes to Launch Date Rest assured, this exciting new feature will not affect our anticipated launch date. We remain committed to launching in 2024, with an unwavering focus on delivering maximum value and stability to our investors. EstateX continues to lead as one of the highest-staked ICOs in the market, thanks to our loyal community and investors. Introducing the EstateX L1 Blockchain EstateX is thrilled to announce our very own L1 blockchain—designed with unique features to power a fully-fledged ecosystem focused on tokenization. Our vision is to make EstateX the Binance of tokenization, where asset owners and projects can not only create tokens but leverage EstateX’s vast infrastructure, raise funds through our community and institutional network, make use of our legal framework and receive marketing & branding support. In this video, you’ll hear directly from myself and our CTO, Graham, as we break down the technical details and show you how this move strengthens the entire EstateX ecosystem. Migration to the $ESX Chain Once live on the mainnet in 2025, the $ESX tokens will transition to our blockchain, becoming the chain’s native currency. While this blockchain is a key milestone, our commitment remains to the EstateX investment platform, which is integral to our broader vision and future success. It’s an essential part in our Binance of Tokenization strategy where on the one hand you have our blockchain, and on the other hand our investment platform to raise funds and make use of our legal framework and tech. A Unique Blockchain for Real-World Assets (RWA) EstateX is creating a one-of-a-kind RWA chain tailored to various asset classes, providing unparalleled opportunities for asset owners and investors. Projects will benefit from a comprehensive support package, including 24/7 legal support in the US and EU, access to both retail and institutional investors, marketing support, liquidity networks, and customizable whitelabel investment and management software. This robust support and infrastructure will solidify EstateX as the top destination for tokenization, all while delivering immense value for $ESX holders. Leading the RWA Space with Cutting-Edge Architecture EstateX’s polychain architecture will support multi-asset tokenization, global decentralization, and legal compliance across regions. By building parallel L1 chains alongside an L0 global settlement chain, we aim to create an ecosystem with fast transaction times and interoperability across product classes. Our multi-stage deployment will enable us to support dedicated L1 chains for specific markets, and later, a unifying L0 settlement chain for seamless cross-chain integration. All EstateX chains will utilize Proof-of-Stake consensus, EVM compatibility, and $ESX as the native currency. Streamlined Onboarding and White-Label Solutions Our design prioritizes fast, frictionless onboarding for third-party RWA providers. Through white-label integrations, EstateX will help market participants bypass technical and regulatory barriers. This will expand market opportunities by cutting costs, easing compliance, and offering solutions like on-chain KYC/KYB verification, payment gateways, exchange services, and proof-of-custody options. EstateX remains committed to transparency and accountability, with cryptographic solutions to ensure secure, trustless interactions. In addition, we’re developing RWA-specific token standards and maintaining open-source contributions to foster cross-market innovation. Onboarding Massive Partnerships for Massive Growth We are already onboarding major partners to our blockchain, offering them a blend of platform offerings and white-label solutions designed for scalability. Through these partnerships, EstateX will host large volumes of tokenized assets, benefiting from the secondary marketplaces and legal frameworks we provide. This high activity will drive substantial volume on the ESX chain, fueling demand and utility for the ESX token as we scale our infrastructure and only with delivering whitelabel technology. We are thrilled to announce that one of our first major onboarded partners will be revealed within the next two weeks. Stay tuned, as we are also in talks with high-profile sectors, including sports teams and other exciting industries. EstateX is set to lead the RWA landscape, establishing an ecosystem that is ready for the next phase of blockchain innovation. Thank you for being part of this journey!

EstateX

120,447 次观看 • 1 年前