Crypto_Albatross🇦🇺

A journal of thoughts and bookmarks on Crypto.

[Crypto_Albatross🇦🇺 @CAlbatross]

@Matthew_C_Beck @MustStopMurad There are already so many products and services al capitalising off this narrative, why this one?

[Ruben Hassid @rubenhassid]

https://t.co/dMazC9Hz56

[Suryansh Tiwari @Suryanshti777]

GOODBYE TO SOCIAL MEDIA MANAGERS IN 2026.

I use Claude to design, edit, and schedule 30 days of content in 2 hours.

Here are 7 prompts that can do the same for you:

[Bambulu @Bqmbulu]

Gold!

[Crypto_Albatross🇦🇺 @CAlbatross]

@garyvee Nah. Your premise is that retail ‘rewards’ systems + gambling will be huge

[Crypto_Albatross🇦🇺 @CAlbatross]

@warrenmyers @scottmelker Dude you’re comprehension skills are shocking - read what Scitt is saying

[Crypto_Albatross🇦🇺 @CAlbatross]

@scottmelker @MoonLamboio Glad you’re saying what no one is. Great perspective you’ve grasped at an early age

[Crypto_Albatross🇦🇺 @CAlbatross]

@scottmelker Well said

[K A L E O @CryptoKaleo]

#Bitcoin / $BTC

Welcome to the beginning of the golden bull run.

[Jaynit @jaynitx]

In 1998, Warren Buffett gave a 1-hour masterclass on how to never lose money investing.

His frameworks:
• The 10% ownership test
• Castle & moat thinking
• Circle of competence
• Why smart people go broke

12 timeless lessons from his masterclass:

1. The 10% ownership test

[Louis Gleeson @aigleeson]

Someone used Elon Musk's actual thinking framework as AI prompts.

It's the closest thing to having a billionaire engineer rip apart your ideas and rebuild them from physics.

Here are the 15 prompts that changed how I solve problems:

[God of Prompt @godofprompt]

I used Elon Musk's actual thinking framework as AI prompts.

It's the closest thing to having a billionaire engineer rip apart your ideas and rebuild them from physics.

Here are the 15 prompts that changed how I solve problems:

[Mike Alfred @mikealfred]

This piece “IREN - a hyperscaler in the making” by @Agrippa_Inv is fantastic and I highly recommend you read it if you want to understand why IREN is unlike any other company in this ecosystem and a viable candidate for the trillion dollar club in the future.

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed

Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.

Here’s what they found.

Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.

Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.

The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.

Here’s where it gets criminal.

Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.

The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.

AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.

Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.

Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.

The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.

Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.

This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​

Read the full data driven deep dive article here - https://t.co/sDEf5Mdrtc

[TraderSZ @trader1sz]

i think $SOL dominance soon

once thesis is proven correct...i only focus on that and keep compounding and milking it hard till it doesnt work

theres no need to look at much else if this is proving to show relative strength over others

$SOLUSD $SOLBTC

[TechDev @TechDev_52]

The record long pre-parabolic phase may finally be nearing its end.

[Don’t Follow Shardi B If You Hate Money @ShardiB2]

$IREN weekly TOP confirming

[Cobie @cobie]

not sure if btc continues to provide diminishing returns but it is certainly possible (i choose to believe it wont for now)

but alts (on average) will continue to get more difficult and dangerous to trade imo, irreversible trend.

(1) massive competition amongst increasingly sophisticated buyers (who simultaneously believe less)
(2) primarily traded on perps/with leverage.
(3) huge dilution in coins with mkt valuing stuff high by default without justification
(4) launch FDVs always capturing 100% of optimism for the asset without respecting price/valuarion
(5) too much pre-market price discovery for (4) to be safe

the average 2017 buyer buys spot and hodls weeks/months cos they believe, add on the way up, asset was trading at low val early so works out.

average 2025 buyer is buying on perps without checking the valuation and sells whenever their PNL goes red or force sells in liquidation.

however, it will remain the best place for returns for smart ppl. skill expression and asset selection is much more important. patience much more highly rewarded over being "early" on liquid markets last few years.

and then outlier assets will continue to exist, maybe 1 every couple of years, and when they turn up you can turn brain off and 2017 it.

imo anyways (hopefully)

[EllioTrades @elliotrades]

This keeps me awake at night

If this trend line extends into 2025/6 we should see the biggest alt season of all time

While some believe altcoins will never compete with Bitcoin again

I see potential for the biggest liquidity rotation of all time

[Lin @Speculator_io]

Al infrastructure continues to be the leading theme:

Hyperscalers: $GOOGL $MSFT $AMZN $ORCL $BABA
Neocloud: $NBIS $IREN $CRWV $APLD $GLXY $WYFI
Memory: $SNDK $STX $MU $WDC $PSTG
Semis: $NVDA $AVGO $AMD $TSM $ASML $ARM $KLAC $INTC
Networking: $CIEN $CLS $CRDO $RMBS $ANET $APH $COHR
Servers: $VRT $DELL $HPE
Data: $INOD $PLTR $SNOW $DDOG $MDB
Energy: $LEU $CEG $OKLO $BE $TLN $GEV $NXT
Batteries: $EOSE $QS $TSLA $MVST