Aleksey Murashev

Founder of @amch_ltd | Venture Capital & Private Markets | Investing in the future of AI and technology.

[Aleksey Murashev @AMCapital1]

Building a great AI company is one thing.

Taking it public is another.

Anthropic's IPO uncertainty is a reminder:

Even AI leaders aren't immune to market sentiment.

[AMCH LTD @amch_ltd]

An AMCH masterclass on Pre-IPO investing in private companies before they go public. Watch the recording for an introduction to this area of the investment market.

https://t.co/fPv07goCfI

[Aleksey Murashev @AMCapital1]

The next AI gold rush isn't about bigger models.

It's about AI that acts.

From chatbots to agents.
From agents to robotics.
From digital AI to physical AI.
The next trillion-dollar opportunity isn't just AI that thinks.
It's AI that acts.

https://t.co/07ItZ4Kxxi

[Aleksey Murashev @AMCapital1]

Is it local bottom or i it macro bottom?

#Bitcoin

[Aleksey Murashev @AMCapital1]

There is so much FUD about Binance right now. Most of it is probably a bullshit, but who knows.

[Aleksey Murashev @AMCapital1]

When you see this, that means we are in the bottom. Act accordingly.

#Bitcoin #crypto #bottom

[Aleksey Murashev @AMCapital1]

I am waiting for a pump towards 18,5k on Bitcoin. Let's find out in a couple of days.

[Aleksey Murashev @AMCapital1]

USDC and USDT on Solana have been delisted from major CEX. Everybody is saying goodbye to Solana, but i doubt it will die right now - technically there were no damage, only reputational and financial. NFT community there is too strong.

#Solana #Serum

[Aleksey Murashev @AMCapital1]

indexes are booming, inflation is way lower than expected, crypto will not stay near 17k on bitcoin for long

[Aleksey Murashev @AMCapital1]

After good cpi (7.7%) i believe that bitcoin will restore the correlation with indexes that was lost after ftx incident. Macro will outperform local troubles. Bottom is behind.

#Bitcoin #BULLISH #FTX

[Aleksey Murashev @AMCapital1]

That is actually so funny and stupid that top2 crypto exchange just scammed in a few hours and capitulated to top1 crypto. Seems like we need regulations after all.

#ftx #Binance #crypto

[Aleksey Murashev @AMCapital1]

But the last word will be given to the recent inflation data!

[Aleksey Murashev @AMCapital1]

As expected, the Fed raised the rate by 75 points, and now the key rate is 4%. However, the most interesting thing for understanding the future policy of the Fed was said by Jerome Powell at the subsequent press conference.

#FED #ratehike #Bitcoin

[Aleksey Murashev @AMCapital1]

Based on Powell's rhetoric, the pre-New Year bearish rally is becoming more expected, because there will be a need for quantitative easing (for example, to help the Bank of England or the Bank of Japan - why is described here).

[Aleksey Murashev @AMCapital1]

Another dead cat bounce, nevermind. Even if btc reaches $25k, It will fall again because macro is getting worse and worse.

#Bitcoin

[Aleksey Murashev @AMCapital1]

Curious data from two largest metaverses: Sandbox = 4503 peak DAU, Decentraland = peak 675 DAU. And not peak, October 7 DAU: 522 for Sandbox and only 38 for Decentraland.
https://t.co/EozohdGvj0
Those 2 have marketcap 1+ billion. Seems fair
#Sandbox #Decentraland

[Aleksey Murashev @AMCapital1]

Here is the thing: the worse are the reports nowadays, the actually is better for the markets, because this means a market demand drop, which means a decline in the inflationary burden.

[Aleksey Murashev @AMCapital1]

Corporation reports are better than expected, but still bad. This gave the markets a small rally after disgusting inflation data, so yesterday the market closed with the S&P500 up 1.55%, NASDAQ up 0.90%, Russell 2000 up 1.16%, Bitcoin up 2.6%.

[Aleksey Murashev @AMCapital1]

Financial markets underestimate the risks of a protracted crisis. Fed probably would raise rates way above 5%.