GateUser-062d6d60

On a roll

Redwire

There are 100%+ wins available in < 2 months if you can find it $VUZI

conviction meta

Bitcoin mining companies should be focused on developing more efficient ASIC hardware, advanced cooling systems, and heat-recovery tech that reduce the electricity needed per terahash of mining power

Ethereum’s hidden HTF bull case was the switch to PoS, which slashed its energy use by ~99.95% A single transaction now uses about as much power as a regular credit card swipe

BTC maxis will next pivot to Bitcoin being the future currency of AI agents

The truth is that no one will be talking about a chart when it’s the bottom Always create your own conviction and your own theses before everyone else sees it

Zero-point trading

Since the AAVE exploit that everyone already forgot about less than 1 month ago, there have been 3 major exploits 3 days in a row AI and quantum are accelerating while crypto is dispersing liquidity

$TOTAL2 update What does the crypto market look like with another -50% on TOTAL2?

Multiple influential individuals with >100k followers have followed me over the last year, likely due to providing genuine content consistently IMO, off-boarding genuine content creators is a bad business model on a high time frame Collective crypto consciousness 📉

My experience with giving out free crypto market content on X: - Hated on for posting any bearish content - Minimal praise for making accurate calls - Comment haters coming back 3 months later for 1 bad call out of 10 - Larps hating on genuine content creators to gate-keep

In the 1920s, stock pools coordinated the old-fashioned way, through tight personal networks, rotary phones, and a Rolodex Now there’s TG, Discord, X, Reddit, GCs, and KOLs Same game, coordinated pool group pump, hype, and dump, but now instant and scalable to thousands

HYPE: 11B market cap looks fair, but has a 42B FDV with 25% of supply is circulating TTD (The Trade Desk): 10B market cap 3B TTM revenue No unlocks Same value, but TTD has fundamentals and less dilution risk HYPE is trading at a FDV premium, overvalued on a fully diluted basis

B is nearing completion on the ABC distro for $TOTAL while wave 2 pullback is finishing up for AI infrastructure, LiDAR, and neocloud stocks 🤝

NVDA investing into Coreweave, a $55B MC company that is building the “Essential Cloud for AI” - a next-generation, GPU-native platform optimized for training, inference, and scaling massive AI models far more efficiently than general-purpose hyperscalers (like AWS, Azure, or

Unfollowed all of the crypto ‘gurus’ 🫡

BTC is a major energy user, not a source of sustainable energy The high consumption is by design to make the network secure and decentralized This is forcing miners to shift to sustainable and cheap energy solutions while we have retards wasting energy relaunching meme coins 👏🏻

Many crypto natives talk about how sentiment was so bad during the 2018-2019 bear market lows, but how did the industry allow sentiment to get worse over an 8 year timeframe? The answer is greed combined with human nature in a free market