Mark my words Akash Network $AKT @akashnet will be $10B+ market cap at some point, only a matter of time.
1. One of the Leaders of the AI/DePIN narrative which has proven to be the most explosive in terms of crypto $$$ valuations.
2. Akash generated over $1M in GPU leases this year, $9k daily spent🤯. That’s REAL UTILITY, not hype.
3. As the traditional normy/institutional stonk investors get into crypto they are going to look at 👆2. and see real value, which few projects actually have. Therefore $AKT will attract big money.
4. As word gets, out more and more people will rent GPU compute from Akash, only compounding points 2. & 3.
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#AI #AICrypto #AltcoinSeason #Crypto
@cpmullican I’m an HVAC business owner. I think it’s hilarious private equity is getting into HVAC as it’s a tough business to operate if you don’t know the intricacies of the trade and haven’t done the work yourself for at least 2-4 years.
I’ll spell it out explicitly one last time.
Everyone thinks Trump wants balanced trade. He does not.
He wants to force allies to stop trading with China. Completely. Zero inbound supply.
Because it’s not just because of American jobs. It’s a proactive move to slow down Chinas industrial rise.
Everything is downstream of this. Reserve currency status. The ability to address fiscal debt.
It’s a crazy risk because China has a vote.
It’s a crazy risk because you are forcing Europe to commit seppeku because they have very little leverage or say in the matter.
It’s a crazy risk because Xi might bomb the fabs in Taiwan and the world doesn’t get AGI.
It’s a crazy risk because China knows how financialized we are and will dump bonds and equities to drive anger towards trump.
But it also has benefits if it works.
If your allies can’t trade with China there is no near peer competitor to worry about.
That has a ton of benefits. Just look at what happened after WW2/USSR collapse when American was the last man standing.
Hegemony.
Trumps advisors like Miran believe that you can coerce your allies to pay for your security umbrella in the form of buying longer dated treasuries.
This removes the overhangs of the debt load while allowing you to pump markets in time for midterms.
If Mexico can’t import from China then you solved the fentanyl crisis because they won’t have precursors.
More importantly by establishing a tolerance for risk the level of fear you can instill in cartels is an order of magnitude higher.
“Shit if they risked WW3 they won’t think twice about droning Sinaloa. “
This same “logic” applies to the Middle East.
Now I will repeat for the 100x that this is not advocacy.
I’m only telling you guys what the people in power believe. And I’m telling you that what happens next if I’m right will come down to how Xi wants to fight.
He can go gloves off or glove on. There are real constraints as I have outlined in prior tweets.
But there is a plan and therefore the tolerance for market pain is way way higher than you think.
Because first you need Europe to be willing to commit economic seppuku. And they won’t want to (rightly). So Trump will crush them economically until they cry uncle. And then they still won’t want to and he’s going to threaten to defang NATO. And then they still won’t want to and he will withdraw swap lines.
Or a lot more likely, he will do it all very forcefully and all at once to maximize leverage.
Now you’ll rightly ask… why wasn’t this messaged better? Why have midwits like Lutnik on the team?
Because you are attempting to execute a reckless gambit where the big variables are not what the tariffs rates are. Or if you tariff penguins. Or if the person sounds dumb on TV. Non of that matters.
What matters is - will Japan capitulate quickly and agree to buy a large amount of treasuries? Will Saudi capitulate quickly with your B2 bombers waiting in Diego Garcia to bomb Iran? Will China invade Taiwan?
Many of you think everyone around Trump is retarded. I get it. You hate the guy and everything he stands for. But I will say this until I’m blue in the face. Bessant, and even Miran, have higher IQs than most if not all of you. They thought through the second order effects. Believe me. If I, a dumb TMT L/S bro thought this far ahead, they certainly did too. Which means they warned Trump how risky this was and how deeply irrational it is if you planned to eventually cut a deal with China. Therefore you have to assume Trump heard the risks and said “fuck it we ball” anyways.
Economic Blitzkrieg. That’s what we’re seeing. And it’s only the start.
The best alt you can buy is $AKT.
An open network that lets users buy and sell computing resources (GPUs) securely and efficiently.
The team @akashnet@gregosuri have been building for years and the network has insane adoption growth.
When $AKT hits top 50, it’s gonna be lights out, fam. The Solana/Eth degen squads will sniff out this sub-$100M MC gem like blood in the water. A meme coin with giga chad vibes and a cult-level community? Thats how $SPICE does a 100x from here 🌶
someone living in India can you use @akashnet to access high-quality GPUs like H100s to build at a cheaper price than Big Tech
The digital world will be powered by $AKT
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