ernest retweeted
$MU Micron bears think SCAs cap the upside. They’re missing the cleanroom.
You can’t flood memory.
HBM eats ~3x the wafers per bit. Greenfield fabs take 2–3 years. And every AI bit shipped removes commodity supply.
Take-or-pay may cap the peak. It also amputates the trough.
And Nvidia already locked the choke point. HBM4 ships into Vera Rubin first while everyone else fights for residual allocation.
Plain compute wants to commoditize.
Memory is the physics wall.
Memory Wars anon – at Manhattan, NY
ernest retweeted
CITADEL WARNS OF SEPTEMBER RATE HIKE RISK
Citadel Securities says markets may be underestimating the risk of a Fed rate hike as inflation proves more stubborn than expected. Strong wage growth, resilient demand, supply-chain strains and booming AI investment are keeping price pressures alive. Prediction markets are already shifting, with traders increasingly betting the Fed’s next move could be a hike
kalshi.com/search?q=hike&ord…
🤝 Paid partnership
ernest retweeted
It is rather unfortunate you lost your son’s college fund at the roulette table last night but I hope you noticed how smoothly the wheel was spinning and how efficiently the dealer scooped your chips off the table
ernest retweeted
BTC ETF net inflows peaking ~$1B has been an accurate LTF top signal for the past year - 6/7 times this happened, price ended up trailing down for next 3-5 days.
Green bar - BTC net inflows
Orange line - BTC price
Raw data from @SoSoValueCrypto
ernest retweeted
🔴 CANADIAN TRADE BALANCE ACTUAL -1.52B (FORECAST 3.5B, PREVIOUS 3.97B) $MACRO
ernest retweeted
If you made life changing money this past month, remember to engage in massive lifestyle inflation because you will definitely keep making this much money forever.
ernest retweeted
Every bull market need a sacrifice, thanks for selling the bottom of DeFi to rotate aggressively into meme.
Amen.
ernest retweeted
For Women at Token 2049
10 Types of Crypto Bros You Will Meet
1⃣ The Touchy Feely
Always wants to hug. Put his hands around your waist for photos. The more extreme ones get gropey when they start drinking. Nice excuse!
2⃣ The Namedropper
Knows this project’s founder, knows that fund’s CIO. Probably not much going on in his life if he has to shill someone else’s achievements
3⃣ The Flexer
Collect so many branded NFTs. Got into a memecoin so early. Wears web3 merch. He wants you to know. But wealth is quiet, rich is loud, broke is flashy
4⃣ The Rizzer
He read The Game one time and then looks for openings to neg you. Aims to be the one giving you his approval, which you don’t need. Juvenile
5⃣ The Tryhard
Wears shades indoors, at night. Loud when surrounded by friends. Loneliness and insecurity lead to this type of behavior. Empathize if u can
6⃣ The Autist
No eye contact. Very shy. Can have good insights. Stepped out of his comfort zone just being there. Introverted is not automatically negative
7⃣ The BD
Goes straight into his pitch so he can put you in his CRM. It's the pressure from his boss. Can be a bit aggressive, but just doing his job.
8⃣ The Community Guy
When you both exchange Twitters you see you already have 500+ mutuals. Professional gm-er. Build relationship with them.
9⃣ The Builder
Gets into techy conversations. Passionate about his work and mission. Burns out social battery at events. He rather be coding.
🔟 The High Value Man
Could be an investor, founder, cult leader, something of that sort. Everyone’s trying to grab a photo with him to post. Rarest to meet, obviously.
ernest retweeted
Bitcoin is down 2.5% today, about 0.30% more than Nasdaq.
It’s supposed to be a safe haven asset.
It’s time to admit the experiment has failed.
ernest retweeted
My dude I learned from one of the top 4 traders of all time: Hal Press
I have flipped bias 4 times since breakfast
This Post is from an account that no longer exists. Learn more
ernest retweeted
Sure - the thread is rolling at teapaw.org/innercitypress/status/…
ernest retweeted
Replying to @Fiskantes
Don't you think tokenized tbills solve this to some extent?
Yield-bearing stablecoins from off-chain sources to be used in DeFi to enhance yield (in a transparent, scalable way).
This can mark the beginning of stablecoin inflows which will benefit everyone.
ernest retweeted
RWA coming to Frax!
gov.frax.finance/t/fip-277-o…
ernest retweeted
Lido, $LDO, is one of my favorite examples to use as an explainer to LPs and newer entrants to the industry that are curious about liquid markets.
What seems like a consensus "long"* for crypto couldn't paint an uglier truth in terms market performance.




























