CryptoElon

Crypto Degen | Not Elon

[BULL OF BRITAIN @BULLOFBRITAIN]

Loved the theme posting by @KawzInvests and @ParadisLabs (follow them)

So I decided to follow this up and go one step further by mapping out the timeline of all these themes and their ramp dates.

RUNNING NOW (Still biddable, but easy money gone)

> agentic AI flipped the CPU:GPU ratio from 1:8 to 1:4 already, server CPU prices up 20% with 6 month lead times
> general server MLCC rides the same CPU revival, already inflecting not waiting
> memory is the real bottleneck, DRAM revenue +303% in 26 and NAND +208%, squeeze runs into 27-28

SWEET SPOT (Inflection point)

> high end MLCC at 20+ week lead times, Murata order inquiries at 2x supply capacity, OEM price hikes land next quarter
> advanced packaging scales with the HBM4 and Rubin ramp
> liquid cooling is not a sleeper, Rubin mandates full liquid so it inflects with the GPUs, not after
> CPO and 1.6T optics scale hard with Rubin, Foxconn already shipping CPO switch from Q3, 10k units in 26

FRONTRUN (scale into H2 26)

> SiC and GaN power ride the 800V push, autos already matured the cost curve
> gallium is the GaN feedstock, upstream of the entire power buildout
> 800V HVDC hits mass deployment with Kyber in 27, supply chain gears up through H2 26 (Vertiv launches H2 26)
> 600kW racks arrive with Kyber in 27, the whole power chain rerates ahead of it

WATCH ONLY (too early to size)

> humanoids are a future demand pool, not a 26-27 trade
> 6G is a late decade story
> photonic memory still early stage
> quantum prototypes in 27, IBM fault tolerance target 29, Foxconn commercialization around 30, so the frontrun window is H2 28 to H1 29

Do not become dilution for Quantum. If you want a 1hr rundown on the future of Quantum I'd recommend you watch the @MartinShkreli and @StockSavvyShay debate.

[Chop @chop324]

https://t.co/F2SmLtZZEM

[CryptoElon @CryptoElon]

@AmirOrmu @0xLouisT @megaeth Around 64mil, checkout this dune dashboard https://t.co/uQdEjnuhk7

[CryptoElon @CryptoElon]

This is going to 10b easy. Good team + good architecture. Very rare these days. Up only $mega

[MegaETH @megaeth]

Introducing KPI Rewards for $MEGA

KPI Rewards links token emissions to data, not dates.

We set performance and adoption targets for the network that, when hit, rewards $MEGA stakers.

[CryptoElon @CryptoElon]

GMEGA

[MegaETH @megaeth]

Introducing the $MEGA token.

$MEGA will enable two core features of MegaETH
→ Sequencer Rotation
→ Proximity Markets

Combined, these mechanisms will provide users with minimal end-to-end latency while driving colocation value goes back to token holders.

[CryptoElon @CryptoElon]

MegaETH

The First Real Community Chain, built for the community by gigachads. Will be max apeing this, much higher @megaeth

[MegaETH @megaeth]

The First Real-Time Blockchain.

Built for you. Priced by you.

Our public sale on Sonar by Echo, starting at $1M FDV, makes you the largest stakeholder in our network. [thread]

[Lucky ☘️ @LuckyXBT__]

[LONG FORM] I really think people are underestimating how much of a role Bitcoin/crypto is playing in this China v US relationship.

Rather than try to align with the USA's crypto push, China chose the reverse path - obvious now given the strained relationship, but it actually started in the days just before Trump’s inauguration.

1) "China" in the weeks leading up to Trump getting into office, sold $20B of BTC from the PlusToken scam.

Weirdly, the CCP said it was ‘transferred to the national treasury’ without clarifying if it was sold. These BTC were seized almost 6 years prior - bizarre enough timing for the "sale".

2) Everyone is talking about Gold. PBOC resumed buying gold in November 2024 and has bought Gold for 11 consecutive months, one of their largest runs, ever. A mix of trying to de-dollarize but also to take the physical gold over the "digital gold" narrative which the Trump Admin are pushing

Listen to this talk from the Digital Asset Summit that just ended, from @fejau_inc

A little more crypto...:

3) When the NYT are putting out multi-week investigations into how the US are using crypto (+ World Liberty) and an negotiating tool for deals in the UAE on top of Forbes citing multiple articles of how almost 60% of Trumps wealth is in crypto: of course Xi will go after that.

We all know Trump and his clan are doing crazy things on the blockchain (Crime wise), but Im very much of the opinion the expose of the Trumps soon/at end of term will be detrimental to the space.

4.1) This actually didnt get much public notice but there was a desk in China that sold $1b - $1.5b quite frantically in the week starting 29th September.

4.2) There has been *numerous* Chinese related wallets, that have sold a massive chunk of BTC the last few weeks, some from a Chinese mining farm from 2012-2014. There is still a wallet, which @mlmabc was very vocal on, that still holds 43k BTC.

4.3) The "insider" wallet, that was outed by @eyeonchains as Garrett Jin, Garrett is Chinese and also traded at China Construction Bank and also set up Da Yo Trading...

4.4) Remember in early August that Chinese brokers were asked to stop endorsement of *ALL* stablecoins? China clearly feel threatened, heavily.

This is *extremely* surface level and im also aware how "obvious" most of this is, and most of you know this already, but the point of this was:

- to just make things a little clearer
- provide a little clarity on how much a role crypto and BTC playing in this "trade war" and strained relationship

Im aware it sounds quite conspiracy like but it definitely a little bit of merit - especially with every single point above can be backed by credibile on chain data + reputable publication reports.

Again, im just someone who an idiot who trades markets, mainly crypto and I like to put thoughts into words sometimes.

[Temu Robot James @ScottPh77711570]

Position sizing for non-nerds

From first principles

1/

[MR SHIFT 🦁 @KevinWSHPod]

E136: How to Build Wealth in an AI Economy - and The Role of Crypto - @SeliniCapital Founder and CIO

@gametheorizing breaks down why the concept of retirement is obsolete in a world of AI, fiat dilution, and exponential wealth creation - and how crypto is the cleanest hedge we have.

Timestamps

0:00 Introduction
1:59 Partnerships @JupiterExchange, @KASTcard, @bitwise, @SuiNetwork, @Mantle_Official, @ForzaBitcoin
3:00 Surviving on Five Hours
4:31 Years of Growth
5:28 Who is Jordi Alexander?
7:22 No Voice in My Head
9:52 Self Custody with @Trezor
10:45 Beyond Money and Work
13:23 Chip on the Shoulder
15:38 Moving Continents, Changing Self
17:12 Why $100K Feels Poor
19:05 When Money Stops Working
25:00 Judgement is Currency
27:05 Why Retirement Doesn’t Exist
30:18 Why Old Money Fades
33:27 Being Valuable to Society
35:03 Why Cash Loses Value
39:30 Why Stocks Can’t Beat Inflation
42:00 Crypto and the Next Frontier
44:03 Where Is Wealth Truly Safe?
48:53 Why Bitcoin Is the Bet
54:55 Altcoin Cycles Explained
56:57 Why Most Traders Lose
1:00:14 The Financial Death Wish
1:04:50 Winners, Losers, and NPCs
1:09:21 Clicks vs Credibility in Crypto
1:13:13 Rethinking the Retirement Mindset
1:14:33 Becoming Economically Productive
1:17:30 EQ and IQ
1:18:16 Escaping Survival Mode
1:20:40 Wealth Without Luck
1:21:26 Judging Who to Trust
1:25:27 Inefficiency is Opportunity
1:27:28 From Survival to Superpowers
1:29:34 Scaling Beyond Survival
1:31:02 Playing Offense
1:33:49 Bitcoin: Offense or Defense?
1:34:55 Beyond Four Year Cycles
1:36:57 Early in the Game
1:37:58 Destroying your Ego
1:42:57 Small Errors, Big Consequences
1:46:01 A Timeless Thesis
1:48:36 The Cost of Burnout
1:51:09 Protecting Your Time
1:52:47 Poker Productivity
1:55:14 Knowing When to Let Go
1:57:45 Seeing How the River Changes

[Pix🔎 @PixOnChain]

https://t.co/wvEOZ2djBD

[CryptoElon @CryptoElon]

@pikachu_crypto It's delta neutral atm, hedged in these 2 vaults
https://t.co/fPKozWhkfO https://t.co/mXtvtlGpkL

[CryptoElon @CryptoElon]

@ZeMirch I use this https://t.co/NTjooOXU3l

[CryptoElon @CryptoElon]

Its always funny to me when someone asks me what I do and I say crypto and they answer "Oh you are a crypto millionaire" in a dismissive tone

meanwhile mfer cries over only having 2 days off or having to stay at the office till 9 pm

My guy you wouldnt last a single day in the world we live in, i slept 4 hours total this weekend, i rode bags down 30% in a day down millions, i had monkey jpegs through the ftx crash, i bought during the luna crash

put some fkn respect on what we do, its 24/7 its emotionally grueling and we dont have lunch breaks we eat at our screens we take our laptops to the bathroom to not miss something we wake up at 4 am to check any plays

there is no harder way to win than doing this day in and day out, and if you lose no one is there to say here is your weekly salary.

[CryptoElon @CryptoElon]

@ZeMirch @0xGeeGee @banterlytics @sershokunin @andr3w @cloutdotme Yeah app doesn’t work rn

[CryptoElon @CryptoElon]

@ZeMirch LMAOOOO

[CryptoElon @CryptoElon]

@nillion Gnillion to billions

[CryptoElon @CryptoElon]

@megastuffs @TheCryptoNexus He's filling the order on cowswap https://t.co/gSWWVMeTXi

[CryptoElon @CryptoElon]

RT @Cheshire_Cap: I believe we have entered a new meta where any coins that have a chance at getting an ETF will outperform.

Early submito…

[CryptoElon @CryptoElon]

@Fauji100 @nillion Amazing stuff good read!

[CryptoElon @CryptoElon]

@LuckyXBT__ checkout $moss