The silliest voice of the All In Pod has spoken 🙄
In a world of historic debt levels & debasement, bitcoin:native as a store of value asset has never been MORE important
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
$MU Micron is an earnings juggernaut 💰
And the best is yet to come
- 5 Forward PE is cheaper today then it was a year ago
- Their Anthropic private shares about to get instantly rerated at $ANT IPO
- Soon to announce new share buyback program on Dec 9th
- High bandwidth memory completely sold out through 2027+
- Already signing HBM contracts for 2029-2030+
Elon’s not wrong 👇
For every $NBIS & $IREN there’s dozens of AI Neocloud wannabes with zero prospects or profitability
See $BTC miners last cycle ⏪
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.
bitcoin:native
Bearish at the bottom
Bearish at the breakout
Many such examples 🔢
Patiently waiting for $BTC to reach the blue zone.
The trap is already set. Now it’s just a matter of time.
