Baua

Builder @NVIDIAGeForce

Working at @usekled currently

[Baua @0xbaua]

@0xgreggory appreciate u not spreading scams

[gregory @0xgreggory]

Arc mainnet bridging is live.

The route: Base USDC → Gateway deposit → Circle finality → signed BurnIntent → Gateway attestation → USDC minted on Arc

Head to their own website : https://t.co/q7ZLvZQAEF

Make sure to have $ETH as this will be burned for your own arc's ETH

Don't fall for scams the only domain is arc's which they own since their test net.

[Baua @0xbaua]

@arc @hibachi_xyz https://t.co/v2Mv0GlT0o

Arc can you confirm this is your domain so people stop getting scammed by fake sites? we are all bridging using it

https://t.co/wuTsxECUXU

[gregory @0xgreggory]

Arc mainnet bridging is live.

The route: Base USDC → Gateway deposit → Circle finality → signed BurnIntent → Gateway attestation → USDC minted on Arc

Head to their own website : https://t.co/q7ZLvZQAEF

Make sure to have $ETH as this will be burned for your own arc's ETH

Don't fall for scams the only domain is arc's which they own since their test net.

[Baua @0xbaua]

Interesting that bankr hasnt been intergrated in chinese ct properly yet,

might work on a fork for this

https://t.co/QlIwy6KNP9

[deployer @0xDeployer]

$BNKR now trades on both coinbase and kraken, two of the most trusted names in US crypto, alongside its native liquidity on base and now robinhood.

more venues means deeper books, tighter spreads, and real opportunity for traders.

better access. better market.

[Kalshi @Kalshi]

JUST IN: Microsoft, Meta, Apple and Amazon to report Q2 earnings this week

[フ ォ リ ス @follis_]

Just checked my alt longs

[Wall St Engine @wallstengine]

Synopsys $SNPS unveiled two autonomous chip-design workflows with Microsoft $MSFT, with $AMD evaluating them for next-generation products.

The first automates debug closure and reduced cycle times by 25% to 40% in early testing. The second uses Fusion Compiler on Azure to automate implementation, closure and design optimization.

They are the first EDA applications available for evaluation on Microsoft Discovery.

Separately, Synopsys expanded its Intel $INTC collaboration with certified EDA flows for Intel 14A, EMIB and EMIB-T packaging support, and new IP including 224G SerDes, PCIe 7.0, USB 4 and eUSB.

[That Martini Guy ₿ @MartiniGuyYT]

$700 billion added to US equities at the open.

Why?

Because the market stopped pricing in the worst-case scenario.

As US-Iran tensions eased and strikes were halted, investors immediately removed a large portion of the geopolitical risk premium.

This is how markets work.

Fear gets priced in quickly.

And when that fear disappears, capital moves just as fast in the other direction.

The interesting question now:

Was this just a relief rally?

or the start of a broader risk-on move?

[Bitcoin Archive @BitcoinArchive]

BREAKING: WATCHDOGS BLAST CRYPTO BILL AS GREEN LIGHT FOR CORRUPTION 👀

Progressive ‘Democracy Defenders Action’ demands:

- No family loopholes.
- No grandfathering of existing digital asset holdings.
- Real enforcement with full disclosure.

The group is funded by Open Society Foundations.

[kys @0dtekys]

$spy 744 puts next! play with profit!!

[philarekt @philarekt]

I CALLED THE 50% DROP HERE'S WHAT COMES NEXT FOR SPACEX

Called the move from the top in advance now here's the full roadmap

IPO top → $160 → $140 → $110 now → $90 in 60 days → $70 bottom in 80 days → $110 → $200 → $300 new ATH in 140 days

$70-$80 is where this cycle ends and where the real opportunity begins

Same script as NVIDIA, Palantir, and Rocket Lab brutal flush, everyone gives up, then the real move begins

The moment I start buying SPCX, this account posts it first

Turn notifications on if you're not following yet, you'll understand why that was a mistake later

[Watcher.Guru @WatcherGuru]

JUST IN: Google $GOOGL surpasses $4 trillion market capitalization again.

[Cointelegraph @Cointelegraph]

🔥 BULLISH: Bitmine says it is 96% of the way to its “Alchemy of 5%” goal after increasing its $ETH holdings to 5.7874M.

[Gordon 🐂 @GordonGekko]

What a cuck, Buys high and sells low.

BTC needs a new face.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 erases all gains and turns red on the day as chip stocks fall.

[Crypto Rover @cryptorover]

🚨 BITCOIN IS RETESTING ONE OF THE MOST IMPORTANT TRENDLINES IN ITS HISTORY.

THIS 10-YEAR SUPPORT SURVIVED THE 2018 CRASH, COVID, AND FTX.

NOW BITCOIN MUST RECLAIM IT OR FACE A MAJOR REJECTION.

THE DECISION FOLLOWS SOON...

[Ash Crypto @AshCrypto]

$600,000,000,000 wiped out from the US stock market in just 40 minutes after Iran said it's not holding peace talks with the US.

The shitshow continues.

[CME Group @CMEGroup]

Leveraged funds are the most net short CME EUR/USD futures in nearly five years.

[Bull Theory @BullTheoryio]

NVIDIA MIGHT BE USING A FUNDING LOOP THAT PAYS FOR ITS OWN CHIP SALES

Nvidia just unveiled a new round of AI deals worth more than $750 billion combined.

The largest single deal: a $500 billion+ partnership with SK Hynix's parent company to build over 2 gigawatts of AI data centers in Korea, enough power for 1.5 million homes.

Nvidia is also in talks to guarantee up to $250 billion of OpenAI's lease payments on a massive data center project in Ohio, and to directly finance another $350 billion of OpenAI's chip purchases from Nvidia itself.

Here's how it becomes the loop:

Nvidia sells the chips. Then Nvidia helps finance the same companies buying those chips. The company profits either way, whether or not AI demand actually shows up.

This matters directly for Nvidia's own earnings. Every chip sale gets booked immediately as revenue the moment it's sold, even when Nvidia itself is the one funding the buyer's purchase.

That means Nvidia's revenue and profit numbers can look strong quarter after quarter, without the market ever knowing how much of that demand Nvidia had to pay for itself.

Nvidia isn't alone in this.

Google agreed to backstop lease payments for Anthropic at five data centers, functioning as a $35 billion loan. SoftBank has already committed nearly $65 billion into OpenAI and taken out a $40 billion bridge loan just to fund that one investment.

Jensen Huang has pushed back directly, calling the "circular" label "ridiculous," and noting these deals are still a small share of what these companies ultimately raise elsewhere.

If AI demand ever falls short, the chipmaker, the buyer, and the lender all lose money at the same time, because they're all standing on the same foundation.

Michael Burry raised a similar alarm recently about a separate Nvidia deal tied to Elon Musk's xAI, alleging billions in chips are hidden off balance sheets, with American retirees unknowingly funding the risk through insurance products.

[Bullflow.io @BullflowIO]

$SPY is in a negative gamma territory this morning.

Large Darkpool level at 737.38 and negative gamma building at 736. Let's see if we can get a bounce here.