
🧑🌾 #RWA, #DeFi & Collectibles Prev: @PiCoreTeam @dcentralcon $PONKE army
Joined April 2012
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Donald Trump makes an unexpected comment about Nicki Minaj’s appearance at a rally in Port Huron, Michigan
Mr. President looked at Nicki Minaj and said her “beautiful a**” was hard to miss
$16.3B revenue in 6 months and 1,304% YoY growth
@AnthropicAI is actually cooking here
The $80.7B net loss sounds wild, but roughly $72B is a non-cash accounting charge
Now imagine the attention if this IPO comes anywhere near a $1.5T valuation
AI season might get a whole new level of crazy
if @claudeai keeps gaining traction, this could become one of the biggest AI stories in the market
Wall Street might be getting its own AI bull run
$STONK really dumped hard enough to make everyone forget it exists
now it’s been chilling in a range for weeks like nothing happened lmao
if this thing breaks out, the same m** calling it dead will be asking for the ticker again
let the comeback arc begin
Waiting for the 2.0 comeback szn
Is the AI boom about to face its biggest financial reality check?
Elon Musk says most smaller AI cloud players could fail or get acquired as debt markets tighten
$CIFR has $6B in debt vs. $832M in cash
$IREN has $7.6B in debt vs. $5.9B in cash
$NBIS has $8.5B in debt vs. $8B in cash and remains unprofitable
These numbers don’t automatically mean these companies will fail, but they show why financing conditions matter
AI demand is one side of the story
Paying for the infrastructure is the mother
Replying to @chamath
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.
ngl, seeing the entire CT turn against pumpfun is something I didn’t expect
the platform is making millions, but the trenches are tired of launching into a market where coins die before they even get a chance to run
now there’s a $2.5M program, people are questioning the rules, and the airdrop is still nowhere to be seen
do we admit that the trenches need saving more than another new feature?
#BOYCOTTPUMPFUN 🥀
🤖 Made with AI
Opened X this morning and most posts on my timeline were about #BOYCOTTPUMPFUN
The last time someone united CT was Nikita Bier with his remarks about CT.
Looks like @Pumpfun is doing it again, but on a much bigger scale.
Ethereum holders have survived more market cycles than most people have had relationships
Jul 2021: $2,324
May 2022: $2,324
Sep 2024: $2,324
Jun 2025: $2,324
Oct 2026: $2,324
All that character development just to end up at the same damn price
one guy decided to lock in and suddenly the whole trenches started paying attention
@slingoorio is moving different
gotta respect builders who actually make things happen
if you bought inside that green circle, you wouldn't need to explain your trade to anyone
the chart would do the talking
one ticker, before the pump
Who’s got it?
Gm gm fams
the weekend geopolitical special
- create panic
- liquidate everyone
- announce peace
- repeat next weekend
and somehow we're supposed to trade this normally
- saturday: price in ww3
- sunday: price in peace
- monday: price in whatever trump tweets next
fundamentals are fighting for their lives
🇺🇸🇮🇷 peace talks while loading bunker-busters is crazy
the us navy is preparing for a possible new round of strikes on iran, but no new attack has been announced
iran is threatening us warships while diplomats try to prevent things from escalating
hope everyone holding weekend leverage knows what they're signing up for
this weekend might not be as peaceful as everyone hoped
how do they negotiate peace while preparing for another round?
Still coming in my mind
F**KTOBER IS LIQUIDATING EVERYONE EQUALLY
Bulls got trapped
Dip buyers getting nervous too
Leverage traders got absolutely cooked today
$220M in longs gone in 15 minutes, with $BTC below $80K and $SOL below $100
And all it took was another wave of geopolitical uncertainty to send risk assets into panic mode
Crypto giving vibes like no green candles until further notice
Tbh $22.3M is a lot of money to leave sitting on the sidelines
ARTHUR HAYES sold his entire MAELSTROM directional book, including roughly $15.2M in $ETH, $2.76M in $ENA and $2.24M in ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984
Just 9 days ago, his tone on BTC and ETH was bullish
Now he's waiting for an all-clear signal as macro and geopolitical risks build
Maybe the market recovers quickly
Maybe it goes lower first
Nobody knows for sure
Tbh the real flex isn't catching every bottom
It's having enough capital, patience and peace of mind to trade the next setup without desperation
Crypto really went from generational wealth to generational patience
$PAID - 92%
$ANSEM - 85%
$SI - 83%
$AI - 83%
$KIMCHI - 82%
$PONS - 75%
solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR - 72%
$CASHCAT - 68%
$PUMP - 40%
Be honest guys, are we still calling this a dip or have we entered the acceptance phase?
Gm gm fams
Still wondering why market started weekend pump?
Reason is here👇🤫
🇺🇸🇮🇷 Trump says the war will end one way or another
That wording is doing some serious work
Nearly 9 months into a conflict initially expected to last 6 weeks, people have every reason to wait for proof
Peace would be the real win here
Everything else is just headlines
DON'T GET TRAPPED WAIT FOR REAL OUTCOMES
If a genuine agreement comes through, it could ease some geopolitical pressure on global markets
Until then, no premature celebrations
We've seen how quickly these timelines can change
grok is slowly becoming more than just a chatbot
→ send messages
→ manage your calendar
→ set reminders
→ control smart home devices
imagine not having to open 10 different apps just to get through your day
this is where AI actually starts becoming useful
the goal was never to have AI that just talks smart, the goal is to have AI that actually does shit for you
grok can now interact with phone apps to help with messages, reminders, calendars and more
→ less tapping
→ less switching apps
→ more getting things done
now we're talking
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