So what exactly do we know about DeepSeek today that we didn't know while the market was still open on Friday?
Seems like a stop/loss party today, rather than something overly fundamental
The cheaper, more efficient LLM's become in terms of compute (and they will keep getting cheaper and more efficient), the more demand for compute goes truly exponential as ASI becomes the key focus and energy needs become a lesser constraint than expected per unit of compute.
🚨 Mind-blowing content alert 🍄
🌳 When AI Encounters Nature: Meet an AI Orangutan 🦧
.@RaoulGMI x .@MycelialOracle
👇 Poignant, deep, and intriguing. Enjoy! https://t.co/5vGIg2xpkn
Inauguration over and done with... back to normal trading, right? Hold your horses 🐎
Remaining Top US News Events For The Week:
- We need to see what executive orders Trump announces. Historically tariffs are negative for stock market/crypto
- Bank of Japan (BOJ) has their rate decision during Asia's Friday session. If they hike, this is likely to have a major impact global markets. A hike could trigger further unwind of the Yen Carry trade
- On Friday there are secondary US news items that could impact prices: Flash PMIs and UoM Consumer Sentiment
- US session on Wed also has VIX expiration.
Oh... and it's also earnings week!
Good luck to us all.
I was going to write a thread on this but Jeff sums it up.
The signal in the noise here is the velocity and simplicity of capital formation. Meme's and ICO's before them were the test case but the real game is yet to come and it will completely revolutionize capital markets.
o3 confirmed by OpenAI!
and sounds an extremely impressive advance in reasoning capability
massive step forward on the Frontier Math problems
how many more ‘sparks of AGI’ before we have to admit that the fire has been lit?
I have concentrated bets. This is my watch list. I wont be the best performer and I wont be the worst. Outside of this I just scrape profits to buy NFT's for the long haul.
Why did #BTC sell off?
I'll explain in the video today.
There are definite reasons.
Those reasons are outside the crypto market.
This is not random price action.
There are also specific things you need to look for
#Bitcoin $BTC #CTKSmethod
The BIG idea here is that the exponential trend of self-investing via crowd-shared ideas and the freedom to transact will massively outperform the TradFi gatekeepers and 401k industrial complex over time… and it is glorious to see.
80% of people here have beaten what most asset managers haven't beaten - the S&P 500.
@binance , @coinbase , @RobinhoodApp , @krakenfx , etc and product providers like @vaneck_us , @bitwise etc are vital in this process of the change of power and have pioneered it. @RealVision has been a pioneer in this too since 2014.
Power to the people!
This is how we Unfuck our collective future.
It's the first birthday of The Exponentialist!
the premium tech-focused research service I run with @RaoulGMI, complete with an investment portfolio that has had a stellar year.
You can grab a massive Black Friday discount right now:
https://t.co/oxD10Hr7nD