Crypto Yak

marketing, ai, crypto & stocks - stackings bitcoin since 2016

[Crypto Yak @CryptoYak]

as ai improves, the thin layers - apps, software, etc. - get commoditized. value moves up the stack.

and at the very top of the stack is energy.

bitcoin is energy transport: mine where power is cheap, turn electricity into btc, move value globally.

buy bitcoin.

[Crypto Yak @CryptoYak]

crazy times

[Sergey Alexashenko @SAlexashenko]

Google equity raises

[Crypto Yak @CryptoYak]

lmfao

[NINGI RESEARCH @NingiResearch]

We are short $SIVE.

A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.

Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report: https://t.co/4QEyuXQIQb

[Boring_Business @BoringBiz_]

Meta trades at a 18x forward PE multiple while owning a leading open source model and probably having the most obvious use case for compute in their social media algorithms

Sometimes the market just throws the most obvious trades at you. Someone tell me what I am missing.

[Cernat 🏴‍☠️ @cernatul]

@Zeke_Gripto Ceo nvda TOUCHED ceo of near at some point few years ago

[Disclose.tv @disclosetv]

NOW - Pope XIV says the church and Anthropic, will work together to "find the way for humanity, in this time of artificial intelligence."

[Serenity @aleabitoreddit]

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.

You're not bullish enough.

And it might be a good idea to stay exposed + own the keys of the AI Kingdom:

-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI buildout with silicon photonics.
-> $SIVE controls laser chokepoints for CPO.
-> $IQE controls Western epiwafer supply chains for photonics.

All these started off as tiny companies, yet the trillions of projected capex gradually upward to them. 

There's many more in other industries as well.

-> AI Capex flows to Neoclouds like $NBIS.
-> AI Capex flows to memory like $MU and $SNDK.

And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion.

We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

[Viv @Vtrivedy10]

Breaking: Pep Guardiola has joined Anthropic

[Just Another Pod Guy @TMTLongShort]

Understand what time it is. The hunger games for compute has barely even started.

[Crypto Yak @CryptoYak]

👀

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[Daniel A. Saedi (DataManDan) @TheRealDanSaedi]

The singular red dot is causing a massive compute shortage and you think memory stocks have topped?

[Crypto Yak @CryptoYak]

this is beyond insane

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic's market-implied pre-IPO valuation surges to a record $1.4 trillion, rising another +40% in 24 days.

This puts Anthropic's implied valuation up +1,067% since October 2025, per onchain pre-IPO trading data.

Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation.

The surge comes amid reports that Anthropic's annualized revenue has surged from $100 million in 2023 to $45 billion today.

Over the last 12 months alone, Anthropic's annualized revenue has risen +1,400%.

We are witnessing a historic technological revolution.

[Crypto Yak @CryptoYak]

@aleabitoreddit retrained off $IREN investor conversations lmfao

[Jukan @COMPUTEX @jukan05]

SK hynix conference call – View on memory pricing

“We do not believe memory pricing is being driven by a temporary supply-demand imbalance, and we expect the trend to look different from past cycles.

First, as AI technology advances, the importance of memory has become greater than ever. IT companies are competitively increasing purchases to secure memory supply.

On the other hand, supply in the memory industry declined after investment was reduced following the downturn, and meaningful production expansion is constrained by limited available space.

To secure room for capacity expansion, suppliers have resumed building new fabs and investing in infrastructure, while continuing to increase the scale of their investments. However, it will still take more time before meaningful new cleanroom space and production capacity come online, so the supply-demand imbalance is persisting.

IT companies now view securing volume as more important than price. In addition, the importance of memory in the AI computing market is continuing to grow. We expect the favorable pricing environment to remain in place for the time being.”

[Daniel @danielisdizzy]

Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower:

“AI is going to make almost everything cost less.
We’re at the front end of a productivity boom.
Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.”

Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary.

The next few years are going to be insane.

[bubble boi @bubbleboi]

Investing sophistication levels:

Level 1: You set up auto-deposits into VOO every paycheck. You are as sophisticated of an investor as every software engineer on Blind.

…

Level 9: You’ve spent six months reverse-engineering TSMC’s CoWoS-L supply chain and discovered that neodymium-iron-boron magnets used in the precision linear motors of ASML’s EUV wafer stages and the CoWoS bonder tooling have a single dominant refiner outside China: a mid-cap Malaysian processor quietly sourcing 70% of its feedstock from one aging mine in Lynas’s Mount Weld concentrate stream.

Rather than buying the refiner’s stock like a peasant, you commission SRK Consulting to run a magnetotelluric survey on an adjacent tenement block in Western Australia you identified via public geoscience data from the WA Department of Mines. The survey confirms a monazite-bearing carbonatite intrusion 14km south with comparable Nd/Pr ratios and critically lower thorium content, meaning simpler radiological permitting.

You option the mineral rights through a Jersey-domiciled SPV, bring in a sovereign partner (DOE’s Defense Production Act Title III office is writing checks for heavy rare earth ex-China supply), and structure the equity as a streaming deal where you sell forward 40% of future Nd-Pr production to a Japanese trading house (Sojitz or Sumitomo) for upfront capex in exchange for a 15-year offtake at a floor price.

Simultaneously, you build a short position in the incumbent refiner via 6-month 20-delta put spreads financed by selling upside calls on Lynas (because you’re long the sector, short the specific name). The day your SPV issues its maiden JORC-compliant resource estimate and DOE co-investment press release, the incumbent’s multiple compresses from EV/EBITDA of 18x to 11x. Your puts print. Your equity stake marks up 6x on the Series A. You try to explain to your girlfriend what a “streaming royalty” is during the excitement. She pretends to understand.

…

Level 10: A Mossad agent by the name of Jeffrey Epstein contacts you on behalf of the Rothschilds and invites you to his private island to discuss a business deal.

[Crypto Yak @CryptoYak]

@aleabitoreddit beast mode

[Crypto Yak @CryptoYak]

@MoodyWriter13 lmao

[Pleometric @pleometric]

No Time? 🏃‍♂️🚫⏰

Here is a tl;dr of the Jensen interview 👇

[Negligible Capital @negligible_cap]

The name of the company… NewBird AI. It is a cutting-edge, AI-native cloud infrastructure firm out of- well, they used to be out of San Francisco making sneakers, but forget that, John- they are now awaiting imminent deployment of next-generation GPU compute clusters that have both massive enterprise and consumer applications. Now, right now, John, the stock trades on the Nasdaq at about the price of a cup of coffee. And by the way, John, our analysts indicate it could go a heck of a lot higher than that. And John- one more thing- they're up 160% just today

[Crypto Yak @CryptoYak]

eu wants to get left even more behind

[Global Dissident @GlobalDiss]

🚨🇪🇺 Ursula von der Leyen’s NEW “solution” to the ENERGY CRISIS? USE LESS ENERGY.

“The cheapest energy is the one you don’t use.”

GENIUS or just out of touch?

Who’s “smarter” 🤔 her or Kaja Kallas? Dead heat.