Gabriel Fauré

Institut Polytechnique de Paris

[Gabriel Fauré @GabrielFauv]

$ETH +3.9% today. $BTC +1% to ~$65,100.

What's driving it: US-Iran held fire for a second day, oil gapped down 5%, risk assets bid up.

ETH outrunning the field on a peace trade. $SOL +1.4%, $XRP +0.4% along for the ride.

BTC dominance still 58.6%, not a full altcoin season yet. but ETH is telling you something.

[Gabriel Fauré @GabrielFauv]

@richardseiler The market is clearly lowering its expectations. Let’s see if Congress can surprise everyone.

[Richard Seiler @richardseiler]

As August recess looms things look tough here for Clarity

(Dont shoot the messenger)

[Gabriel Fauré @GabrielFauv]

@richardseiler The market has priced compute aggressively. Energy might be the next leg of the trade.

[Richard Seiler @richardseiler]

AI demand is being priced in equities and ignored in uranium

The compute story cannot exist without the fuel story, yet one trades at record multiples and the other still trades like a legacy commodity

Downstream always catches up to upstream

$LAC

[Gabriel Fauré @GabrielFauv]

@randgroup GPU smell is doing real work here. Water and compute are already fighting over the same energy budget, so this is closer than it looks.

[Rand Group @randgroup]

It's 2049. You queue for 3 hours behind the cooling towers for your weekly shower slot. The water comes out at 41 degrees, gray, smelling faintly of GPU. It's the warmest thing that touches you all week. Premium subscribers get the first rinse.

[Gabriel Fauré @GabrielFauv]

@randgroup A few more months of pain then everyone pretends the bottom was obvious

[Rand Group @randgroup]

Bitcoin bears are more punctual than German trains lol

If the schedule holds... misery ends late October. Set your alarm!

[Gabriel Fauré @GabrielFauv]

@randgroup @rikurandgroup Looks interesting!

[Rand Group @randgroup]

Combined CEX and DEX volumes hit $79T in 2025. Traders want CEX speed but DEX self custody. Great work from GRVT running a hybrid infrastructure, TGE live today 👌

[Gabriel Fauré @GabrielFauv]

@randgroup @marfi151585 Price can fall 50%, but long-term conviction doesn’t always follow. That’s what accumulation looks like.

[Rand Group @randgroup]

Bitcoin dropped 49% from the top and HODLers never had a single week of net selling. Six straight months of accumulation.

[Gabriel Fauré @GabrielFauv]

@randgroup The demand is there. Users just wanted markets that were open 24/7 and globally accessible.

[Rand Group @randgroup]

Massive Binance Stocks growth, capturing 27% of the global tokenized stock market within weeks of launching. The new generations had enough with banks and Wall Street.

[Gabriel Fauré @GabrielFauv]

@randgroup Amazing results guys 👌🏻

[Rand Group @randgroup]

📈 DISCORD: $RKLB smashes our target printing +98% profit

📍 More trades and analysis: https://t.co/H8N3oNr6Lc

[Gabriel Fauré @GabrielFauv]

@randgroup Also companies should be concerned about the workers exposing all the company data to AI…

[Rand Group @randgroup]

Encrypted computation on blockchain is moving faster than most people are tracking. The thing is, AI is making personal data more valuable BUT... easier to exploit. That makes privacy preserving infrastructure extremely important nowadays. Eyes here

[Gabriel Fauré @GabrielFauv]

@randgroup Next floor at $140K mark my words 👌🏻

[Gabriel Fauré @GabrielFauv]

Time to giga send bitcoin:native

[Rand Group @randgroup]

2015: floor touch at $200
2019: floor touch at $3.4K
2022: floor touch at $15.5K
2026: floor touch at $58K

The next one is ...