Tyler

[Tesla @Tesla]

Go for launch

[Tyler @DzhTyler]

@formnoshape BG条件满足: 2249367828

[Tyler @DzhTyler]

@formnoshape @scotthu96603185 支持，期待

[Tesla @Tesla]

World's first autonomous delivery of a car!

This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner

[Dalton Brewer @daltonbrewer]

BREAKING:

THE FIRST EVER TESLA ROBOTAXI WITH NO ONE IN THE DRIVER SEAT WAS JUST SPOTTED IN AUSTIN

Robotaxi is printed on the side of the car 😎

$TSLA

[Tyler @DzhTyler]

上周（Mar.7th）纳指100 NDX盘中跌穿200日均线，今后两周可参考一个历史上100%发生的指标：从上周收盘价计算，两周后结束收在 -3.5% 以下，则极大概率会发生从顶点-20%的回撤（技术熊市）

[Tyler @DzhTyler]

"Someone always know." 近期研究一下Unusual Whales

[Tyler @DzhTyler]

1. Bitcoin MVRV Z-Score现在为2.5，通常接近0表示btc被低估，大于7认为btc处于被高估的状态， we are no where near the top. 在过往的几个cycle都准确的反映了高低点。
2. SBR state in US become 32! 一步一步来。

[Tyler @DzhTyler]

$NVDA价格正在从Deepseek的下挫中恢复，当时买的LEAPS目前还不错，继续hold unless unexpected pulse.

[Tyler @DzhTyler]

今天来开启在X写随笔的第一篇；
各国政府以及state正在加速BSR的形成/提案，今天：
1. sovereign wealth fund (SWF) from Abu Dhabi holds $437 million worth of IBIT.
2. Wisconsin (SWIB) now holds $321.5 million worth of IBIT
3. Pantera 认为下一个 crypto ETF will be SOL. It's undervalued.

[Tesla Optimus @Tesla_Optimus]

They grow up so fast

Merry Xmas from Optimus & his older brother, Optimus

[Tyler @DzhTyler]

@davelee Typo in your link. “*/woke-with-us/”

[Tomb @tombxbt]

[ chads. ] - Version 1.

>no one in this space is perfect

>this is why its so important to find people who have quality niche content

>for example, someone might cover AI very well, another might cover DEFI etc

>its impossible to be the best at everything here, its too time consuming

>this is why i preach to build your network, find ways to offer value, exchange that value with friends in other niches

>you think im a quality gem hunter and that i find good investments by myself ?

>i find good projects + great investments early
>not because im a great researcher
>not because im the smartest c*nt on X
>not because i lie + cheat

but because
>i have the best network + i treat people the same way i like to be treated

lesson in that.

>ive called this v1 because the list could be a lot longer and i generally find myself connecting with new people almost daily

>also i just want to add, to friends in the space who always find the time to tag me in their research, i truly appreciate it - the only reason i dont do it on my behalf is because i dont want to annoy the fuck out of you with notifications
( i personally dont mind it but i feel bad on my end )

>so i generally save my love for posts like this.

>these are some of the best accounts + people i have had the pleasure to connect with over the past 6 months

----------------------

[ @TheCryptoData ]
-one of the most undervalued accounts, great sensible researcher, good insights + a workhorse - will be at 30-40k followers before you know it

[ @hmalviya9 ]
-probably one of the best accounts ive ever come across to be honest, research wise im not quite sure how he pumps out so much quality + quantity, i can only assume you hook yourself up to a 5l drip bag of adderall every morning hitesh - an absolute must follow.

[ @cryptokoryo ]
-go to for anything, data, narratives - his dune analytics work has helped me immensely with my research tooling over the past months - he also has a premium newsletter too

[ @IamZeroIka ]
-one of the people i respect the most in crypto, generally we have the same morals and outlook on life and im very proud to call him a friend.
-some of the best macro analysis + mindset content on X + be sure to check out his substack as well

[ @phoenix_gems47 ]
-in my top 5 favourite accounts, great mindset and approach to investing and all round good bloke. has a great list of high conviction plays that are worth researching.

[ @CryptoMocro_ ]
-someone ive always followed and respected since i started my journey, too many good calls to list, just enjoy the way he goes about supporting the projects hes invested in - someone who knows how to work for their bags the right way.

[ @wauwda ]
-this is an account who just tells the truth, he doesnt tell you shit you want to hear - one of the most sensible and down to earth people in the space and someone i consider a dear friend ! - a must follow to stay level headed.

[ @PapeStacka ]
-i dont even know what to say about this mf, probably one of the smartest people i know in the space, and a true gem hunter. slightly more bias as well because we share the same world views + i like his harsh and forward approach

[ @HanzoYasunaga ]
-probably one of the best alternative and most underrated accounts in the space. Front runs narratives by years and somehow seems to find gem after gem - they take time but they always end up winning at some point - his telegram is exceptional

[ @eli5defi ]
-if i had to give an award out for an account that has lifted content wise. it would be ELI5 DEFI, not sure if its a team of alpha hunters or 1 goblin running that show but the alpha thats been coming out of there should be monetized :P - if you are creating content i would start to pay attention to this account

[ @CryptoNagato ]
-NPC overlord

[ @criptopaul ]
-Noodles honestly has had one of the best 12 months in crypto, his telegram is very good, a must follow. Hes been exceptionally early on some great plays the past year and appears to be off running his own show which is something i can appreciate

[ @hooeem ]
-Lots of great content comes from this account, lots of daily smart money inflows, has shared some of the best threads in the past regarding alternative research - has a weekly newsletter too

[ @crypto_popseye ]
-another ~11k account that will be 30-40+ soon, great early research, covers a lot of the broader ecosystem which is very handy for general updates + ideas

[ @100xguts ]
-small account smashing a lot of degen plays, good bloke too

[ @DeFi_Paanda ]
-another good account that has the finger on the pulse when it comes to new launches, been on a absolute tear lately, very honest and humbling takes as well, which is refreshing - a must follow.

[ @DeFiOracle_ ]
-covers such a broad range of projects and narratives which is very good educational wise, lots of great threads to spend a day going through as well.

[ @el_crypto_prof ]
-exceptional charting + macro analysis, one of my favourites and has always been on the money

[ @altcoinist ]
-team of chads dropping quality reviews and calls, lots of bull posting on solid projects + exceptionally good people - i hear they are cooking something up too

[ @themarcojo ]
-lots of quality charting, insights + a great networker. Must follow if you actually want to learn something

[ @i_am_jackis ]
-another trustworthy big account in the space, macro analysis, mindset, trading insights etc. great account, great guy.

[ @seitoxyz ]
-small account starting out his journey, lots of quality threads, great researcher on strong fundamental projects.

[ @AltcoinMiyagi ]
-been covering a lot of great AI + RWA plays, best part is when he has a big weekend and starts posting on his X account - thats worth a follow in itself

[ @justintrades ]
-feel like this is an account that has improved a lot really fast as well, finger on the pulse with the market and a lot of other great early entries on solid projects, solid follow.

[ @Cryp__toad ]
-one of the best researchers i have had the pleasure of coming across and connecting with. Extremely well connected in the space as well.

[ @0xSleuth_ ]
-a very bright guy, knows how to navigate the markets, check his timeline - the evidence is there, a must have for notifications imo.

[ @Stoiiic ]
-some of the best content on X, great technical analysis + psychological research, exceptional bloke as well.

[ @MalepoCrypto ]
-similar to stoiiic, lots of great technical, mental + life research / content, i like the way he presents his content as well.

[ @wist_defi ]
-just a content grinder, great page if you want to come try find new projects or research, lots of daily updates + insights

[ @QuantMeta ]
-great account with a sensible approach to investing + investments themselves, some of the most polished + insightful threads in crypto.

[ @zordcrypt ]
-account that just pumps out the research and content, another good one to follow if you dont have time to find projects yourself

[ @chickengenius ]
-lots of great insights, content, research, threads and honestly absolutely hilarious at the same time - i resonate deeply with his approach and humour. owns up to his mistakes too which is refreshing.

[ @TomNifty ]
-one of the only accounts i follow that does a lot of entertaining video content, which i can appreciate, worth a follow if you ever feel like content in a video format.

[ @blockscriber ]
-early gem finder, lots of great research, someone i connect with regularly to discuss projects.

[ @RomeoTrades ]
-someone in the space i consider to be a good friend, always enjoy our chats, shares a lot of good research + been around a long time.

[ @Crypto_Scient ]
-great trader, exceptional telegram. very undervalued account should be 100k

[ @sharksociety_ ]
-a degenerate

Not So Serious Accounts:
[ @CryptoElPres ]
[ @Shady_ocs_16 ]

>will do v2 next week.
>i havent missed anyone.

[Tyler @DzhTyler]

@Vyyyper Delightful

[Greggertruck @greggertruck]

CONFIRMED: There are at least TWO “RC” wrapped Cybertrucks. Side by side Cybertrucks looks so crazy!

[Sawyer Merritt @SawyerMerritt]

Tomorrow, @Tesla will turn on a massive and very expensive 10,000 unit NVIDIA H100 GPU cluster to help it train FSD. But that got me wondering, what is the difference between these new H100 GPUs and the older A100 graphics processing units (GPUs) Tesla has been using for the last couple years? I briefly break it down below.

NVIDIA A100:

This GPU launched in 3 years ago in late-2020. It introduced a 20x performance improvement over the previous generation. The A100 is designed for high-performance computing and artificial intelligence (AI) workloads:
• 6,912 CUDA cores
• 432 tensor cores
• 40 GB or 80 GB of high-bandwidth memory (HBM2)

NVIDIA H100:
This ~$40k GPU launched in late 2022. Up to 30x faster than A100, and is up to 9x faster for AI training.

The H100 is designed for graphics-intensive workloads such as video training (FSD videos), and is easy to scale up:
• 18,432 CUDA cores
• 640 tensor cores
��� 80 streaming multiprocessors (SMs)
• Higher energy usage than A100

With the H100, high performance computing is over 5x faster compared to A100.

These new H100 GPUs will enable Tesla to train FSD faster and better than ever, but NVIDIA can't keep up with GPU demand. As a result, Tesla is spending $1 billion+ to build its own supercomputer named Dojo. It uses the company's hyper optimized custom designed chip. Tesla is MUCH more than just a car company.

This supercomputer will also train Tesla's fleet of vehicles and process data from them. @elonmusk said last month: “Frankly...if they (NVIDIA) could deliver us enough GPUs, we might not need Dojo.”

Tesla is bringing online its NVIDIA H100 GPU cluster at the same time it's activating Dojo. This will dramatically increase Tesla's compute capabilities to a level that no other automaker could dream of right now. Take a look below at Tesla's internal forecast for the compute power of Dojo. Brace yourselves, everyone.

Tesla's FSD V12 end to end training is compute bottlenecked, but the company is taking active measures to ensure that it won't be in the future. According to Elon, Tesla will spend over $2B in 2023 alone on training compute, and will do so again in 2024.

Buckle up everyone, the acceleration of progress is about to get nutty!

[Tyler @DzhTyler]

@ajtourville @SERobinsonJr Of course, has to be this ratio