Storyteller first 🎥 Degen crypto lover on the side.
Santa Monica, CA
Joined October 2022
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You’re bearish for good reasons
I’m bullish for better reasons
i am bearish btc/eth & large cap stocks believe btc & eth have broken mid timeframe trend and will continue to accelerate to downside under 82k/2400
dont think the average retail speculator is going to slow down tho, Q4 is going to have a lot of volatility for traders in both directions & believe pockets of onchain will do well
headline risk is also very real and continues to impact markets, this week specifically we have fomc + lot of important earnings releases
technicals am bearish bc ai momo stocks look like parabolic blowoff top into following lower high and loss of trend, even mags stalling at ATHs, the breakout on Qs that looked great a few weeks ago has played out as a deviation above the highs
as it stands ai generally feels like there is a lot more uncertainty on where the next growth of revenues is going to come from, sofar we have had a ton of capex spending on investing in training these models across the board so believe investors will want to see how that impacts companies bottom line meaningfully, meta selloff post earnings last week is good indi, that combined with concerns around current state of models also breaking hella security across the internet is not great - am not bearish on extended timeframe just believe pullback before continuation higher
Regarding Elon’s latest comments on $SPCX & buying up GPU’s:
USA Rare Earth is a triple digit stock hiding in plain sight in the single digits
$USAR $NVDA $VRT $GOOG $ETN
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Market looks so bad yet The Bitcoin solana:EZYmWw5ZhNAAsm3RVrPUQJZkJu6W31YZFjV5LvW4pump looks so good lol
Imagine when things start heating upward
my favorite ponzi
For better or for worse, solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn might have a record week for volume
Me: Grok, write a bullish quote retweet
Grok: With Elon confirming SpaceX secured $40 billion in GPU financing while predicting massive consolidation across AI data centers, the growing demand for critical cooling infrastructure could make $USAR a major beneficiary of the AI infrastructure boom.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Bullish for $USAR
Why? Because I own it and it’s down mostly, but I also think it’ll be $100 stock in 2028
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
I still simultaneously think @blknoiz06 is the goat while knowing $ansem is a regret of his
He’ll be more than fine though
$ansem will still have pumps periodically over the years
He is the goat. $ansem was a mistake and if he doesn’t know now, he’ll know eventually
I’ve done it before, I’ve done it very well, unfortunately tying a coin to 1 person eventually won’t work and in retrospect the reason is obvious:
Ansem will not work on $ansem forever
Life happens
Unrealistic to say he’ll do it for 50 years
Then the question is, when is the end?
TBD
(Could totally run to many billions in next 2 years, not denying that. My point is eventually he will have to stop working on it for any reasons life throws at you).
@blknoiz06
With Pump Squads starting tomorrow with millions of dollars of prizes, I would not be shocked if solana:CokrQHPjaWjyXyU15LiN9rb62tgBuFiU78KD7fKiZtu1 goes on a crazy run this week as well, makes sense to me
Here’s what @slingoorio says about solana:EZYmWw5ZhNAAsm3RVrPUQJZkJu6W31YZFjV5LvW4pump solana:C5xph2yL6gMdxmuLGxJBkGpmuDFfyi5fqkBNhvL6pump
WOW! Just 14 hours ago, @slingoorio’s portfolio was worth $8M, now it’s worth $19.7M 🤯
He’s up $16M in the last 24 hours, with $9.47M of that coming from his Big Titty Coin position!
Slowly but surely this is looking like it has the best potential for the next big ponzi, or, “reflection token”
solana:EZYmWw5ZhNAAsm3RVrPUQJZkJu6W31YZFjV5LvW4pump
$zcat $ohm #time
On-chain is heating up & people are looking for the next great Ponzi
“Bitcoin Faucet” has all the potential:
- 3% reflection paid in BTC to holders
- trenches stack BTC
- meme “the faucet stays on” & more
- lore: OG Bitcoin Faucet website did this exactly
The only thing stopping a monumental run up is if people don’t see what I’m seeing
Now, could go to zero, but could do a 50x and you make your initial back in BTC alone. Idk. I like the ponzi
solana:EZYmWw5ZhNAAsm3RVrPUQJZkJu6W31YZFjV5LvW4pump $pump $icp $near #btc