reading about stocks, crypto and macro. prev managed $3B fund, now just finding crumbs on the inet
Joined November 2024
- Tweets191
- Following682
- Followers57
- Likes330
LOL what does “within 5% of original pricing” mean?! I can tell you: probably 4.9% below original price?
Robust demand = 5%+ increases over original prices
CoreWeave just locked in 10,000+ H100s two quarters early and customers are re-contracting within 5% of original pricing.
Meanwhile, H100 and H200 spot prices are climbing again into 2025.
This isn’t an AI bubble it’s compute scarcity.
$NVDA $CRWV
@michaeljburry
Finding Crumbs retweeted
Hot take: crypto has mostly lost the plot
We were promised the future of finance and what we got was mostly asymmetric gambling games
The ironic part is TradFi sees the value of blockchain and is about to commandeer it all
“Thanks kids, we’ll take it from here”
Finding Crumbs retweeted
What the hell is going on in this world? Europe is at “Well, it was only a short rape” so we won’t get rid of a total piece of shit in our country. WTF? Wake up people, we are virtue signaling ourselves into extinction!
A Swedish court has ruled that the Eritrean migrant who raped 16-year-old Meya Åberg won’t be deported because the rape didn’t last long enough.
The rape took place on September 1st last year when Meya missed her bus and was walking through a pedestrian tunnel after finishing her shift at McDonald’s.
Meya and her family immediately reported it to the police.
The 18-year-old Eritrean migrant, named Yazied Mohamed, was sentenced to 3 years in prison for rape.
Mohamed is a citizen of Eritrea, and the prosecutor sought his deportation.
However, the Court of Appeal noted that the man has refugee status. Under Swedish law, deporting a refugee requires that the crime committed constitutes an “exceptionally serious offense” and that allowing them to remain in Sweden would pose a “serious threat to public order and safety.”
The rape of 16-year-old Meya was not deemed serious enough to justify deportation, with the Court of Appeal citing, among other factors, the “duration” of the rape in its assessment.
“Rape is, in many cases, considered an exceptionally serious offense that could lead to the deportation of a refugee, but an assessment must be made based on all circumstances in the individual case. Given the nature and duration of the offense in question, the Court of Appeal finds that while the crime is serious, it does not constitute an exceptionally serious offense that would warrant a deportation order for Yazied Mohamed. The request for deportation is therefore rejected,” the Court of Appeal for Upper Norrland wrote in its ruling.
For those claiming @binance valuation of USDe during this weekends' events, think about this: Ethena run a basis trade& in a market where >19B are wiped in liquidations, what do you think are the odds that *none* of theirs were wiped thus keeping peg guaranteed? FOOD FOR THOUGHT!
It‘s over for OpenAI. The @jimcramer of private markets is doing it again. All we need is a spac by @chamath and the deal is sealed.
SoftBank in Talks to Invest Up to $25 Billion in OpenAI bloomberg.com/news/articles/…
Finding Crumbs retweeted
$NVDA holders when their wife asks if they lost money trading Nvdia this year teapawt.net/asv141/status/15823623…
Going thesis atm on wall street is that we will have a paradigm shift, time for alpha, beta wont be easy money anymore. I disagree: the trump-catalyst will drive massive beta rally globally as everyone moves away from dei hypocrisy toward truly free markets! Mark my words
Deepseek is what happens when you try to restrict, tarrif or ban stuff… people innovate and at the end the restrictor is the loser
Finding Crumbs retweeted
good background on DeepSeek here:
wired.com/story/deepseek-chi…
Finding Crumbs retweeted
I just can't quit on Germany. Now @jposhaughnessy is backing me with $100k to work with Germans to try to restart their nuclear program.
Here's the situation:
Weak German leaders decided to depend on Russian gas instead of German nuclear, and failed to reverse the mistake when Russian gas stopped being an option.
Despite a majority of Germans wanting to keep using nuclear, German reactors are being torn apart right now.
Germany is still planning to build a bunch of natural gas plants to replace coal and nuclear, but is now buying most of its natural gas from America. My family produces natural gas. It would be easy to give up, sit back, and make money off of Germany as their industries fail.
But I won't. A strong, energy-independent Germany is good for Europe and good for the world. And while Germany remains anti-nuclear, Berlin spends German taxpayer money trying to hurt other countries' nuclear energy ambitions around the EU and the world.
So I'm going to put together a conference about nuclear power plant restarts in Berlin in the first half of this year.
We'll explain how America is restarting nuclear plants, how Germany's neighbors are turning back towards nuclear, and what it would take to turn on the German plants again.
One German nuclear plant could return to service by the end of next year, and two more by 2028.
German nuclear power, even after spending millions to low billions to restart plants, would remain the cheapest reliable electricity option for German industry and homes.
Restarted German nuclear plants could operate for another 40 years or more.
I couldn't do any of this work without incredible help from Germans who can't stand to see their country crippled and dependent. If you're German and reading this, please get in touch so we can bring you onboard.
And thanks to Jim and his team for the fellowship and believing in a better future for Germany and for Europe.
Congratulations to Mark Nelson (@energybants) on being selected for an O'Shaughnessy Fellowship!
Mark Nelson Will Use $100,000 Fellowship to Organize a Nuclear Restart Conference Attended by Key Stakeholders
Excess yield on equities right now lowest in a long time! definitly not where you wanna bet the farm. #riskpremium #stonks
Finding Crumbs retweeted
Good Morning from Germany, where FDP leader @c_lindner has set his sights on crypto investors in his election campaign. He proposed allocating some of the Bundesbank's and ECB's currency reserves to #Bitcoin. Currently, the Bundesbank holds 3,352 tons of #Gold in reserve, w/approximately $280bn – making it the 2nd-largest Gold reserve in the world, just behind the US. The Lindner proposal had no impact on the crypto market. Bitcoin has fallen further to currently 93,000 dollars.
Finding Crumbs retweeted
Eight (!) German research institutes team up to conclude that "green hydrogen" will still be 4x as expensive as natural gas in Germany even in 2050. Of course, you could have learned this for free from @sabinehossenfelder a year ago on YouTube. n-tv.de/wirtschaft/Gruener-W…
In what world does @WSJ live where someone still mines #ethereum ? 😂 so much for “professional journalsim”. I stopped reading right there bc I lost faith in th accuracy of what I’m reading @ethereum #mainstreammedia
