🔥HUGE: MySpace is set for a relaunch as its owners pledgE to revive the iconic social network to its glory days.
Chris and Tim Vanderhook say they're relaunching the platform with the same classic look, nostalgic features, and early social media vibe that made MySpace a cultural phenomenon, as they aim to challenge Facebook once again.
OPENAI IS GOING TO TAKE THIS ENTIRE MARKET DOWN WITH IT
And you don't have to own a single share to get hurt.
What I'm about to explain should worry anybody who thinks they're diversified:
OpenAI is a LOAD-BEARING company. Pull it out and the whole structure comes down.
They spent $17.2 billion on Microsoft Azure in calendar 2025, which is 69% of Microsoft's entire year-over-year growth. Take that one customer out and Azure grew 8%, which barely beats inflation.
Now look at what Microsoft just reported:
The backlog everyone is celebrating came in at $678 billion, up 84%, and the stock ripped. Sounds fantastic until you realize that when you exclude OpenAI the backlog grew only 25%.
Back in January, when that number was $625 billion, roughly $281 billion of it was owed by one private company nobody can audit.
And Oracle is in even WORSE shape.
Something like $300 billion of its backlog, more than half, rides on the same counterparty.
So you think you own Microsoft, Oracle, Amazon, CoreWeave, Nvidia and SoftBank?
What you actually own is the same trade 6 different ways, and every leg of it runs back to one company that burns cash and still cannot go public.
The people with real money are already backing out.
Julien Garran pointed out that Masayoshi Son could not get a $10 billion bridge loan against his own OpenAI shares. Think about that for a second, because nobody says no to that man.
Blue Owl walked away from a $10 billion Oracle financing. Three months ago the banks were dancing near the door and now they are walking through it.
Then there is Julien's depreciation work, which makes this even worse:
Run the capex schedule out and hyperscaler net income falls 98% by 2033. To break even they would need to build 20 killer apps inside 6 years. Another Google Search. Another YouTube. Another Office.
They have not built ONE.
If OpenAI cannot go public in the next 8 months, they are dead.
Whenever you see hubris and debt in the same room, run, don't walk.
my final message goodbye
i believe you have the majority of 2026-2027 where there will be favourable conditions to trade onchain and still make life-changing money.
i feel most traders including ogs on here will sell bitcoin too early, and are not optimistic enough on it. a few months ago, right before the AI meta started i posted about the importance of screentime.
i emphasize on it for a reason, ask the greatest onchain traders how they achieved their breakthrough and they'll tell you being chronically online played the biggest part.
all it takes is one, one good month, one good week, one good day, one good hour, one good click, one good split second decision.
you CAN do it alone, but only if you're willing to sacrifice basically everything to sleuth coins onchain for 10s of hours a day weeks on end, sometimes to the point where you lose sense of time.
aim to build intuition instead of having to borrow conviction from callers, this can only be achieved by lots of screentime.
money creates money, more money creates even more money.
view money as a tool to take advantage of your ability to read narratives. don't be scared to risk money on something with potential. risk often, risk every single time your gut tells you to.
abolish all emotional connection to your trades and money, view it as a game you must win, as a code you must crack.
once it starts cracking (and with enough effort it, always does) use the pixelated gains to better your life and build something irl.
dont just click for the sake of clicking, think, think a lot, think of what others after you will think. but keep your thesis simple, and have the patience to let it play out properly. either be fully wrong, or be fully right. no mediocrity, nothing in between.
i performed very well onchain for '25, and i was lucky enough to see multiple friends hit their lifelong financial goals this year, i find immense joy seeing traders on here do well that began by reading my threads. eternally grateful to have helped anyone find direction or achieve the correct mindset.
trust yourself, learn to bet on yourself, torture yourself with absolute discipline, only then will you find success onchain.
you have my prayers for the year ahead soldiers.
inshallah.