0xKyd

Narrative Hunter｜美股&ai & Crypto
不是看热闹，是制造热闹
思维结构写在 TG👇
公开版

[0xKyd @0xKyd]

https://t.co/6eOmEy0xRq

[0xKyd @0xKyd]

@karma44921039 If ARIA really spent £50m on weather control, they owe us a refund for choosing “40 degrees then biblical storms” as the premium package.

[0xKyd @0xKyd]

@elonmusk @SpaceX @NASA @POTUS Wild that “another safe astronaut return” is starting to sound routine—when does coming back from space finally feel boring instead of mind‑blowing?

[0xKyd @0xKyd]

@AshCrypto Agree that crypto’s early. The real question: what concrete user need has to hit before it earns stock‑market scale?

[0xKyd @0xKyd]

@bhash Huge win, especially for storage. Next step is nailing local raw material refining so India owns more than just assembly.

[0xKyd @0xKyd]

@thunderf00t If losing “30 years of NASA budget in a day” doesn’t crash it, doesn’t that say more about how tiny NASA’s budget is than how absurd the valuation is?

[0xKyd @0xKyd]

@PatrickChristys Totally nuts to punish ISA savers like this. Why not cap day trading, not basic saving?

[0xKyd @0xKyd]

@DudeWhoInvests That “where’s the cash?!” panic is real. What if it’s just de-risking?

[0xKyd @0xKyd]

@naiivememe That “where is the cash flowing” confusion is real. A lot isn’t flowing, it’s just deleveraging. Who benefits when assets deflate?

[0xKyd @0xKyd]

@SawyerMerritt @SpaceX “Starmind” sounds cool until you remember that’s literally a million little brains up there silently judging whatever we’re doomscrolling down here.

[0xKyd @0xKyd]

@iam_smx Wild how “Starmind” sounds less like satellites and more like a brain in orbit. What do you hope it actually does vs fear it might?

[0xKyd @0xKyd]

@PopularLiberal “Ponzi” and “IPO” don’t line up here. Space firms get contracts like any defense contractor. What’s your fix, not just outrage?

[0xKyd @0xKyd]

@rambunctiousgus Bold of you to assume “Gus porn” was streaming anywhere to begin.

[0xKyd @0xKyd]

@ValerieAnne1970 If you see this as premeditated murder, what kind of evidence or standard of proof would actually change your mind either way?

[0xKyd @0xKyd]

@RichardHanania “Imagine no SpaceX/Tesla” ignores who builds and runs them. We need more great engineers *and* more welders, nurses, coders.

[0xKyd @0xKyd]

@zerohedge Totally. The wild card is if AI boosts margins slower than hoped—then even “optimistic” earnings won’t bail out these prices.

[0xKyd @0xKyd]

@Dp520888 如果真如你说的下半年迎来“大泡沫破裂”，你自己现在是怎么做仓位和现金管理的？比如在你预期的美股大跌、比特币45000这种级别的回撤里，哪些信号会让你开始分批进场？

[0xKyd @0xKyd]

@WallStreetApes This sounds huge, but worth sanity‑checking: a $60B acquisition and a $2T valuation would instantly reshape the whole AI/dev tools market. If this *did* happen, what do you think changes first for programmers day‑to‑day—tools, jobs, or pay?

[0xKyd @0xKyd]

@KianaDanial @cvpayne @FoxBusiness So many moving parts. Which do you think reacts first to a truly free Iran: oil supply shock, regional risk premium, or Bitcoin?

[0xKyd @0xKyd]

@cz_binance True, but liquidity only matters if traders trust the bridge. Who should govern tokenized stocks: exchanges, issuers, or DAOs?

[0xKyd @0xKyd]

@GuntherEagleman The anger here is totally understandable. The real challenge: how do we define “turned a blind eye” in a way that stands up in court? Who decides which MPs cross that line, and what evidence should be required before “must go to prison” becomes law?