CryptoMaarten

[Zetoshi @ZetoshiX]

$LAB

We can see that during the dump, some whales were buying at every price level!

[0xNox @0xNoxxx]

$LAB continues its rally.

LAB, a project that I personally view as an obvious manipulation play with little fundamental value, gained more than 100% today as short positions continued to get liquidated.

About a month ago, I made the post below asking whether it could follow a path similar to $RAVE . At the time, my calculated target was around $27.9.

The token is currently trading around $16.

There have been very large on-chain transfers in the past. The largest holder, a Bitget cold wallet, distributed 100M $LAB across dozens of fresh wallets. I’ve been tracking those wallets closely, but so far there has been no movement.

When I look at whale orders, there are massive sell walls. However, instead of pushing the price lower, they seem to be acting as fuel for the rally.

Funding remains negative and is being charged on an hourly basis.

Taking positions in either direction is extremely risky right now.

If I spot any unusual on-chain activity, I’ll share it first in the group below.

[Zetoshi @ZetoshiX]

👀 $LAB Futures Data Looks Very Interesting
• Binance Long/Short Ratio: 0.42
• OKX Long/Short Ratio: 0.30
��� Top Trader Positions: 1.22 (bullish)
• Short Liquidations (4H): $312K
• Long Liquidations (4H): $54K

Retail traders are mostly positioned short, while larger traders appear to be leaning long. Short liquidations are also significantly higher than long liquidations, which may indicate growing pressure on bearish positions.

[Ted @TedPillows]

Leopold Aschenbrenner, who turned $225,000,000 into $5,000,000,000 is now betting big on Bitcoin mining companies.

The only difference is that these Bitcoin mining companies have dumped their $BTC and pivoted to AI data centers.

The position includes:

$556,000,000 in Iren $IREN
$389,000,000 in Core Scientific $CORZ
$142,000,000 in Riot $RIOT
$104,000,000 in CleanSpark $CLSK
$29,800,000 in Bitdeer $BTDR
$6,400,000 in Hive $HIVE

He has also opened short positions, most likely to hedge his portfolio.

Overall, he remains bullish on AI and semiconductors despite parabolic rallies.

[The Assembly @InTheAssembly]

Leopold Aschenbrenner just added two brand new positions.

Both under $1 billion market cap.

Here they are:

[The Assembly @InTheAssembly]

Leopold Aschenbrenner's 13F never came on Friday.

Here is the REAL reason why, and what it tells you:

The most likely explanation is that he requested confidential treatment from the SEC.

Confidential treatment is a legal tool that lets large funds delay disclosing positions they are still actively accumulating, sometimes for UP TO A YEAR.

Funds use it for one reason: they are building a position big enough that public disclosure would MOVE THE PRICE AGAINST THEM before they are done.

If that is what happened here, it means Aschenbrenner is quietly accumulating something significant and does not want the market to see it yet.

The 24 year old who turned $225 million into $5.5 billion in 12 months going dark on the one day he was legally required to show his hand is not nothing.

Pay attention to what happens when this position finally becomes public.

We are checking every day, and when it comes, we’ll share it here publicly.

Turn on notifications so you don’t miss the signal, this is VERY important.

Many people will wish they followed us sooner.

[NoLimit @NoLimitGains]

🚨 Leopold Aschenbrenner has 13 minutes left to disclose his holdings to the SEC

[woods.ai @robw00ds]

If we continue to hold the level of demand we previously held for a pop yesterday I will long heavy into the weekend again.

[VietnamPenguin @VietnamPenguin]

Since $BILL reached a $1.4B FDV today, here are my thoughts on what happens next.

If you missed it: @billions_ntwk had a Kaito presale for 5% of supply at a $100M FDV. Presale buyers are sitting at around 14x right now.

Then the team suddenly changed the terms from 100% unlock at TGE into 3 options:

A. Full refund.
B. 6-month lock + 25% token bonus.
C. 1-year lock + 50% token bonus.

And the best part? The deadline to choose is May 18. Meaning this process is STILL ONGOING.

Now think about it: People bought 5% of supply for $5M and it’s now worth around $ 70M.

What do you think they’ll choose?

Obviously most will take the vesting + bonus options and try to hedge through perps.
And that’s exactly what these “advisors” from Bitget and Binance Alpha want.

They need liquidity.
They need shorts.
They want to squeeze price even higher, liquidate shorts, force people to pay absurd funding rates, and extract money from the market… just like what happened with $RAVE.

Personally, I wouldn’t recommend playing this game. Beating these shell-game operators is almost impossible.

[Ted @TedPillows]

$SOL open interest is approaching a yearly high.

Can you guys chill a bit with leverage?

[Ted @TedPillows]

Why would I buy stocks at all-time highs when billionaires are dumping them?

Seriously.

The S&P 500 is euphoric right now, and retail investors are acting like risk no longer exists.

Meanwhile:

• Insiders are selling
• Hedge funds are hedging
• Buffett is hoarding $380B cash

But somehow the average person thinks THIS is the safest time to go all in?

This market offers terrible risk/reward.
The upside from here is limited.
The downside is massive.

Smart investing is buying fear.
Not buying after everyone already got rich.

I loaded up in 2022 when people were panicking.
I loaded up again in 2025.

Right now, I’m waiting.

Because cash is a position too.

And I have a BIG short position on $BTC that I shared with my X subscribers.

The correction will come fast, and most people will pretend nobody saw it coming.

Don’t say I didn’t warn you.

[Bilaal- BD investing @bdinvestingg]

The market is telling you exactly where to invest next time there’s a dip.

SPACE $RKLB $ASTS
MEMORY $DRAM $MU $SNDK
COMPUTE $AMD $IREN $NBIS

[NoLimit @NoLimitGains]

This is absolutely insane.

SanDisk has gone from $30 to $1,400+ in 14 months.

That’s a 4,600% return, and the #1 stock in the S&P 500 for two years running.

Most people missed it.

Here’s why it happened:

Western Digital spun off SanDisk in February 2025 as a separate pure-play NAND flash company.

Then AI hit the storage market.

Hyperscalers started signing multi-year supply agreements at $42 billion in committed revenue.

NAND prices are up 70-75% on AI data center demand.

Gross margins went from 51% to 78%.

Revenue grew 251% YoY in the latest quarter.

The market finally realized AI doesn’t just need GPUs.

It needs storage, memory, power, cooling.

The lesson here is simple:

The biggest gains never come from chasing the obvious names.

They come from finding the pure-play that nobody is paying attention to before the market connects the dots.

If I find the next one, it will be posted on @InTheAssembly

Follow them right now or you will regret it later.

[Ted @TedPillows]

$84,000-$85,000 is now the most important level for Bitcoin.

▫️ ATH AVWAP
▫️ CME Gap
▫️ Weekly FVG

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

I love thinking about it that way

[Evan @StockMKTNewz]

Morgan Stanley now expects Google, Amazon, Meta, Microsoft, and Oracle to combine to spend

$1.12 Trillion on CAPEX next year

[Ed_NL @Crypto_Ed_NL]

Apparently, many of you still don't know this but several (often smaller) exchanges offer big accounts a fake account to publicly trade with that accont, flexing big positions.

I could call out a few exchanges and traders but not here for drama. Just be suspicious.

[Bilaal- BD investing @bdinvestingg]

Love seeing $DRAM going viral …and for the right reasons. This ETF IPO’d at the right time when memory stocks pulled back & the memory bottleneck is very tight

I posted about $DRAM & bought couple days after it IPO’d

[Bilaal- BD investing @bdinvestingg]

Key stocks in the data centre value chain. Ai can’t run without them

$AMD — CPU compute for AI training and inference

$VRT — Cooling and power delivery for dense GPU clusters.

$MU — HBM memory; feeds data to GPUs at speed.

$SNDK — NAND flash storage for datasets and model checkpoints.

$ANET — High-speed ethernet switching between servers and GPUs.

$NBIS — Deploys and operates GPU clusters as a service.

$IREN — Cheap-power GPU hosting; miner pivoting to AI compute.

$VST — Grid-level power generation feeding data centre demand.