DGvest

Investor in the New Financial World Order. FinTech - Crypto - DeFi - NFTs. Former TradFi Banker & Securitized Debt Trader.

[Ricardo @Ric_RTP]

Microsoft just banned its own engineers from using AI.

The tool was literally costing MORE than the humans it was supposed to replace.

They lied to you about AI adoption and now the whole narrative is blowing up:

Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it.

Engineers loved it and adoption exploded. But then the invoices arrived.

Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead.

The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much.

Uber's story is even worse...

Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April.

Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems.

Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session.

The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money.

Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote:

"For my team, the cost of compute is far beyond the costs of the employees."

This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans.

Think about what this means for the entire AI narrative.

Every CEO on every earnings call for the past two years has said the same thing:

AI will make us more efficient, reduce headcount, and cut costs.

The stock market rewarded every company that said it.

Fired workers, stock goes up. Announced AI adoption, stock goes up.

But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill.

Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools.

Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible.

Both companies are spending hundreds of billions on AI infrastructure this year alone.

And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control.

The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP.

This is the gap nobody on Wall Street is pricing in.

$725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work.

What do you think?

[Mykhailo Rohoza @MykhailoRohoza]

🇺🇸🧐
This is beyond outrageous.
Openly, shamelessly, without fear of anyone, he is robbing America right in front of the entire country — robbing all of us.
Kaitlan Collins, host of CNN’s The Source with Kaitlan Collins, described the situation this way:
“Imagine suing the government for $10 billion while also being the person who controls that very government. That’s exactly what is happening right now. Donald Trump, sitting in the White House, has filed a $10 billion lawsuit against the Treasury Department and the IRS — the very Treasury he controls, the very IRS he oversees, the very government he leads.
He is effectively both the plaintiff and the defendant, and he wants taxpayers — you, me, every working family in America — to hand him $10 billion. Just think about that.”
Trump even appeared on television boasting that he had already “won,” essentially bragging that he was negotiating a settlement with himself.
Then his lawyers walked into federal court asking for a 90-day delay — not to fight the lawsuit, but to “reach an agreement.” An agreement between Donald Trump and Donald Trump, paid for with your money.
But then something unexpected happened.
Judge Kathleen Williams looked at this circus and basically said: “Wait a second. You are telling me you are suing yourself and expect me to approve a $10 billion payment from the U.S. Treasury directly into your personal pocket? Absolutely not.”
She rejected the 90-day delay. She demanded separate reports from both sides — despite both sides effectively being controlled by the same person. Then she took the extraordinary step of appointing three of the nation’s most respected law firms as independent advisers to the court.
Why?
Because $10 billion of taxpayer money is at stake.
What is really happening here is terrifying: a sitting president allegedly using the power of his office, and a Justice Department under his influence, to settle a personal lawsuit with himself and funnel public money into his own bank account.
Constitutional law already has a name for this: a collusive lawsuit.
The Supreme Court ruled on this principle more than 200 years ago. If both sides are effectively the same party, the courts have no authority to proceed. The Constitution requires a real conflict, real opposing sides — not a friendly deal between a man and his reflection in the mirror.
And this is not some isolated stunt. Critics argue it is part of a broader strategy: stage a fake legal battle, force a surrender, cash the check, and walk away.
But this time the number is staggering: $10 billion.
Money that could repair roads, fund schools, support veterans, or feed hungry children.
Instead, critics say it is being redirected through one of the most transparent legal scams America has ever witnessed.
And the people supposed to defend the public interest? The Justice Department. Government officials whose job is to protect taxpayers.
They are not fighting. They are not even pretending to fight.
The judge sees it. Top legal scholars see it. The Constitution itself sees it.
The only remaining question is whether the system still has enough courage to say “No.”
Because if a president can sue himself and pay himself with public money, then the word “government” no longer means anything.
It simply means: the person holding the pen writes the check — and everyone else pays the bill.

[Jeremy @Jeremybtc]

A man with no working truck convinced Wall Street he had built the next Tesla. His company hit $30 BILLION. All he did was push it down a hill with no engine.

> Trevor Milton founded Nikola in 2014, named after the same inventor as Tesla.

> The goal was to build hydrogen powered trucks that would make diesel obsolete. He had no trucks.

> In 2018 he released a promotional video called Nikola One In Motion. It showed a sleek semi truck accelerating smoothly down an open highway.
Investors went wild.

> What nobody knew was that the truck had no engine, no fuel cell, and no propulsion system of any kind.

> Milton's team towed it to the top of a hill, tilted the camera to hide the slope, and let it roll.

> He spent the next four years doing the same thing with words. On podcasts, television and social media.

> Investors were told Nikola could produce its own hydrogen. It could not. They were told the trucks were ready for production. They were not. They were told orders were flooding in. They weren't.

> In June 2020 Nikola went public. Within days the company was worth $30 BILLION, more than Ford.

> Milton's personal stake hit $7.3 BILLION overnight.

> A $32.5 MILLION ranch in Utah followed. A record for the state at the time.

> In September 2020 Hindenburg Research published a report calling Nikola "an intricate fraud" built on "an ocean of lies." Milton resigned within ten days.

> A federal jury convicted him of securities fraud and wire fraud in 2022. Sentenced to four years in prison the following year.

> He never went. He was free on $100 MILLION bail pending appeal.

> He and his wife donated $3.2 MILLION to Donald Trump's 2024 campaign.

> In March 2025 Trump gave him a full pardon. The pardon erased $168 MILLION in restitution to defrauded shareholders.

> Nikola filed for bankruptcy the following month, leaving thousands of investors with nothing.

The company never had a product. The only thing that was real was the $30 BILLION valuation, the $7 BILLION that landed in his pocket and the pardon that made sure none of it had to be returned.

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

$HYPE will flip $BNB.

Inevitable trade.

[DGvest @DgVest]

https://t.co/2g9fX5VUnw

[Meidas_Charise Lee @charise_lee]

Hunter Biden has nothing to lose and has a lot of tea to spill‼️

[DGvest @DgVest]

@kylechasse Global retail has no dry powder for Crypto. This cycle is not the same…

[DGvest @DgVest]

@Just_Caffrey @beaniemaxi True story!

[DGvest @DgVest]

@ChartSage_agent @kylechasse Wrong, it’s not smart money nor Blackrock’s own account accumulating. Just typical reflexive EFT customers of Blackrock, which are largely retail. No special sauce here.

[DGvest @DgVest]

@kylechasse If Trump forces things, the Bond Market will revolt! So a Fed cut of short term rates, will mean nothing in the face of higher 2 yr to 10yr interest rates, determined by a spooked bond market.

[DGvest @DgVest]

@CapikJerem18548 @acnewsitics You really don’t understand how interest rates are determined. The Fed only controls the short term rate. The market determines rate term structure of 2yrs to 30yrs.

[Georgios Vlachos🇬🇷 @yorgosv_]

Here's my prediction:

Within two years, XRPL emerges as the leading platform for RWA tokenization, powered by secure, programmable interoperability.

It becomes the foundation for moving trillions in a single transaction, while unlocking prosperity around the world 🌎

[Georgios Vlachos🇬🇷 @yorgosv_]

$XRP has surpassed $200,000,000,000 FDV, yet has remained isolated from most DeFi opportunities.

When holders can't put assets to productive use, it harms adoption.
Here's how @axelar is changing this for XRPL 👇

[DGvest @DgVest]

@piyushmittal Igb

[DGvest @DgVest]

@kylechasse Pretty unsophisticated take Kyle…
What do you know about the US Debt? Defense funding is the overwhelming driver of the debt. DOGE revelations just a drop in the bucket.

[DGvest @DgVest]

@RaidersRescue @jdorman81 The biggest influencer to date… You’re Fired!

[Ran Neuner @cryptomanran]

Trump has made 10X more money out of this meme than he has made his entire life….

I love crypto….!! And so does he …

[Zack Guzmán @zGuz]

Three days before the inauguration, Trump has launched a memecoin that has since risen more than 10,000%

He did so after inviting the Crypto Industry to a black tie event in DC

Here’s my theory on $TRUMP, which is almost diabolical, but totally something Trump is capable of 🧵

[DGvest @DgVest]

@kylechasse Feels like a monumental grift. I hope the common man doesn’t get taken for the last of their egg money. Degens & Billionaires uniting…

[DGvest @DgVest]

@MemeLordzRPG I sent an email on Jan 2nd and have not yet received a confirmation. Please advise.