1G COCO

[1G COCO @1g_coco]

@carrioresearch This better 10x. National securitize this asset….

[1G COCO @1g_coco]

@carrioresearch Line in the sand. Doubled down to dca

[1G COCO @1g_coco]

@carrioresearch 178 was a great opportunity to buy

[Shay Boloor @StockSavvyShay]

Elon Musk’s Terafab is already becoming a major new driver of chip-equipment demand with Goldman now baking its ~$16.8B first phase tied to $SPCX and $TSLA into forecasts.

Goldman sees global wafer-fab equipment spending reaching $281B by 2028.

[Killa @KillaXBT]

Nailed it... $BTC

[Killa @KillaXBT]

You do not liquidate $4,000,000,000 in $BTC shorts during a simple bear market rally.

Study.

MMs build short delta to eventually take it once the bear market is over. We just printed a 25% weekly candle and broke above essentially every significant level that mattered.

If we were truly still in a bear market, we shouldn't have had this move. Bear market retests are typically shallow, controlled, and designed to protect short exposure. Instead, we completely obliterated shorts.

That is exactly why the probability of trending back down to a new low in Q4 looks extremely unlikely, incentive-wise, structurally, and fundamentally.

A lot of people will probably revenge short after getting blown out. It happens every cycle. They’ll convince themselves the move is "just another bear market rally" because accepting the structural shift is harder than fighting it.

Ignore anyone telling you that you shouldn’t be bullish.

Structure has already confirmed the shift. The positioning has been reset. Shorts have been blasted out of the market.

You don’t do that in a sustained bear market.

In a real bear market, you protect the shorts, encourage increasingly aggressive short positioning, and let the market grind lower.

Instead, we just saw the opposite.

Shorts were encouraged.
Short delta became enormous.
The market broke higher.

And then the entire positioning structure was squeezed into oblivion. That is not how a bear market behaves. That is how a trend transition begins.

[Ansem 🐂🀄️ @blknoiz06]

signs of bottom being in:

• price stops going down on bad news (saylor selling millions into 58-60k & $BTC printing higher lows)

• crypto native mobile apps starting to pickup real traction (pumpfun revenue up 20% week-over-week, fomo 100k+ users in a week)

• institutional interest coming back (robinhood chain, PTJ publicly bullish BTC)

• interest across social media trending again (kimchi 30M view post on @X, insentos tik tok video trends, @blknoiz06 +200k followers this month)

future confirmation of beginning of bull market trends

• on-chain coins printing a subsequent higher high after first high volume top

• holder count on most popular on-chain coins steadily increasing

• mainstream news cycle starts to pickup again

• devs experimenting on-chain w/ novel mechanisms

• airdrops from successful protocols as stimulus packages for trenches

-----

which coins do you think will lead the next bull market?

[Aksel Kibar, CMT @TechCharts]

8 classical chart patterns. From the eyes of Tech Charts, here is the 9 year and YTD stats on their success rates.

[Sarah Chieng @MilksandMatcha]

What happens when you give the quant trader’s bible to two frontier AI models?

The Green Book is what traders use to prepare for firms like SIG and HRT, where I interned. And in high-frequency quant trading, being right isn’t enough. You have to be first.

Inside Codex, I extracted all 183 questions and their official solutions. Then I gave GPT-5.6 Sol Ultrafast (via API) on @cerebras and Claude Opus 5 the exact same test, timed every answer, and blind-graded the results.

One finished nearly three times faster, and got more answers right.

[1G COCO @1g_coco]

@hitraderjoe Exceptional post. 🙏

[Joe Pak (hitraderjoe) @hitraderjoe]

Why have long-end bond yields continued to rise and what does Bessent's announcement today mean? https://t.co/Dw42dqVsXW

[1G COCO @1g_coco]

@andrewdfeldman @cerebras When are we sold out?

[Andrew Feldman @andrewdfeldman]

.@cerebras CS-4 expands the frontier of AI compute.
Up to 2x faster than CS-3.
Up to 10x more token capacity.

More speed for every user.
More capacity for every operator.

CS-4 solutions deliver both, in the same power budget.

The fast just got faster.

[Ryzm @Goeun_6121]

US cyber authorities are warning of a significant threat involving Siemens equipment used in water systems and other critical infrastructure

the alert puts industrial control security back in focus

[1G COCO @1g_coco]

@blknoiz06 Facts

[sigma capitalist @phithetasigma]

$CBRS

Another day, another tranche of shares unlocked

Total shares unlocked since IPO: ~81m ($16.6b at $205.50 stock price)

Next tranche: 14.6m shares on Sep 2

[Suni @suni_code]

Meta invested $100B+ in this shit 😭😭

[Eric Xing @ericxing]

We are proud to release the world's first virtual cell -- a multi-modal, multi-scale, dynamic, and stateful world model of the cell, the first step toward an AI-driven Digital Organism (AIDO).

[1G COCO @1g_coco]

@RaoulGMI @AnthropicAI @claudeai $CBRS