mo retweeted
The next wave of AI capacity doesn’t have to be a mega data center. A modular data center here. A GPU at home there.
Akash connects that supply to buyers, through the open marketplace and Homenode.
Positive sentiment is earned when everyone can get a stake in AI’s future.
yes gud ty
THERE IS A BUBBLE
But, it's not in AI stocks though.
It's in healthcare stocks which benefit from expectatios of a Democratic sweep.
Take a look at the $XLV index chart below, and take a look at the valuations in the healthcare sector.
Notably, healthcare was cheap about 6 months ago and had strong relative strength.
But, this safe haven performed well due to mid-term risks.
Think the top is likely already in...
If healthcare is indeed at a local top, that's bullish for anything that is not defensive...
only going to take one delay to push to DeFi
DeFi is primed for regulation arbitrage while politicians are tied up debating protocols
pitch it
The fact that voters are universally saying their #1 issue is the economy while markets are basically at all-time highs is the single worst omen imaginable for the future of American capitalism as we’ve known it
The good news is someone already built you an exit for this exact moment
A glimpse into the future.
After a Dem victory in midterms, 2027 will bring zero progress on anything impactful for the American people, just grandstanding, impeachments and blockade votes.
As a result, 2028 will be very messy and the populist uprising will be even louder as people will just be sick and tired of politicians. It will be the first presidential election where boomers no longer control voting power - strap in. You think Mamdani is crazy...that's just the appetizer.
bros gone to prison
"arbitraged" money into China & NK
now he's spreading fud to tradfi
traditional finance is the mafia... on steriods... and probably peptides
Binance Founder, CZ, issues big WARNING.
"If a crypto exchange can be hacked, banks are in a worse position."
"This is not just a #crypto problem. This is actually a much wider information security problem."
mo retweeted
“So your Coldcard was hacked in July?”
“Yes.”
“And Liquid was hacked in September?”
“Yeah.”
“And your Ledger was hacked in October?”
“Yes, Dave.”
“And yesterday the largest crypto exchange in the world had the biggest hack in history?”
“Yes, that’s right.”
“And you’re still buying bitcoin?”
“That is correct, Dave.”
