Prosumers

TradFi Alum | Founder | Markets Nerd | Engage in constructive conversations with people of alternative views.

[Prosumers @LideSuddenly]

Never panic - prepare. But if you panic, panic first.

[Prosumers @LideSuddenly]

Criticality.

Got nuclear?

$CCJ $ASPI $LEU $IMSR $UEC $UUUU

Note $OKLO specifically excluded as I don't trust a word out of Altman's mouth.

[U.S. Department of Energy @ENERGY]

https://t.co/ZDknMBdCQ8

[Prosumers @LideSuddenly]

Is someone able to educate me how this is not a direct violation of FINRA 2210 and/or communications during the Quiet Period by Underwriting Banks and the Company? Would appreciate understanding what I am missing. Tyvm.

[*Walter Bloomberg @DeItaone]

GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030

Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.

AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.

[Prosumers @LideSuddenly]

As should have been obvious, the ‘math doesn’t math’. Eventually, a significant % of the capital destruction will be within BK-remote SPVs funded by private credit, allowing corporations to buy these assets at extremely attractive valuations. This is a feature, not a bug.

[Roger @rdd147]

🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users.

$soxx $dram

[Prosumers @LideSuddenly]

@MikeJamesBTC Lmao 😂😂

[Prosumers @LideSuddenly]

@cekdrew oh.. and more convenient timing it appears..."lets have the influencers hit it hard so I can get my stock off above $13"... probably nothing
s/o @Banancial
https://t.co/qXFfopPHgl

[Banancial @Banancial]

$ALOY — Another $5.15 million in ALOY stock is headed for the market. Former officer and director Gust Kepler filed a Form 144 to sell. This isn't new behavior. Kepler has already offloaded over $4.24 million in the past three months. We've been flagging this insider distribution.

This intent to sell is significant, especially after REalloys' recent dilutive public offering. The company has pushed headlines about securing financing, new agreements, and operational advancements. Yet, an individual formerly close to the operations continues to liquidate substantial holdings. It raises serious questions about conviction levels from the inside.

This sustained selling pressure represents a notable portion of the company's market cap. Investors need to weigh the public narrative against consistent insider actions.
Headlines are late. Filings aren't.

Source & full breakdown: Wiseek (link in bio)

[Prosumers @LideSuddenly]

@cekdrew Try not to be too much of a coincidence noticer, but I get the sense this company is heavily using promoters...see below and the time of day that $ALOY suddenly turned around....

[Prosumers @LideSuddenly]

@peterepstein2 @ElectraBMC Good to connect, if only over X... Have followed the name for awhile now; strong volume last few days, no news. I'd imagine something is brewing.. Execution risks exist, ofc, but $ELBM continues to feel like a very attractive call option...

[Prosumers @LideSuddenly]

@MikeJamesBTC Hang it in the Louvre.

[Prosumers @LideSuddenly]

@TMtheOG @0xgilbert This comment is marked certifiably regarded.

Thank you for coming to my Ted Talk.

[Prosumers @LideSuddenly]

Three Michelin star level of cooking happening rn by @0xgilbert with $squire

Inference Capital Markets

[Chris Gilbert @0xgilbert]

Announcing a partnership between Reppo and UsePod

UsePod is now Reppo's default routing layer for Venice models. Anyone using Venice's SDK routes through UsePod for discounted inference, and anyone can use this same infrastructure to publish agent-generated outputs directly to Reppo datanets.

@reppo is a decentralized network for sourcing, curating, and monetizing AI training data. Organized into owner-defined datanets, it turns training data into a live market where participants publish content, stake capital, vote on quality, and generate usable learning signal.

https://t.co/BdqUXt3LAG is a two-sided marketplace for AI inference where crypto token holders monetize daily credit allocations, hardware providers compete on price, and users access frontier models at 40-50% below market rates.

Reppo creates market infrastructure for training data. UsePod creates market infrastructure for inference. By integrating routing and enabling seamless publishing to datanets, we're building the full stack--training data markets feeding inference markets, both operating with real price discovery, both settled onchain, both treating AI resources as tradable instruments instead of subsidized services.

[Prosumers @LideSuddenly]

@iknowitsilly @AMeadowInquiry FYI @AMeadowInquiry — above account is part of mis/disinformation machine. They aren’t even trying to hide it.

[Prosumers @LideSuddenly]

@0xgilbert Great, thank you - thanks a ton for the clarification.

[Prosumers @LideSuddenly]

@cekdrew ST equity moves are noise. Anyone following you here should have the conviction that the US is (finally) quite aware it’s being cucked and will spend gobs of $ to extract/process/refine outside of China. Cont DCA ‘real’ midstream / midstream+upstream names imo

[Prosumers @LideSuddenly]

@cekdrew Awfully well-timed announcement by $MTMCF on 5/6 re: binding agreement for printed circuit board e-waste…

And in addition to 2,400t/yr e-scrap supply from Glencore & option on the two e-waste recycling sites in MA and VA.

https://t.co/sfJ7Jhyb5c

[Prosumers @LideSuddenly]

@CryptoHayes Heard the @CMEGroup was providing comments to Bloomberg on this story but they were unfortunately cut short due to a server outage and loss of all phone/data comms. @ICE_Markets may have been attending a @Polymarket BOD Meeting.

The gaslighting is remarkable.

[Prosumers @LideSuddenly]

@MikeJamesBTC lmao wen merch?

[Prosumers @LideSuddenly]

The inference market is the single biggest market in the world. Bet accordingly.

[Prosumers @LideSuddenly]

They want to turn your home into a mini data center. Think about that for a second. Get long compute.
Ape $MOR. Study $POD. Get a taste of $squire. Own some $FLUX. Accumulate $AKT and $AR.
Should be a group of winners right here.

[Prosumers @LideSuddenly]

@JonShapeShift looks like it will be first of many - surprised a bit how long mkt took to ‘care’…

Pretty sure we see all sorts of trading/lending/tokenizing/short selling sooner vs later. Curious how you think about / compare current tools - eg, $DIEM, $MOR, $PODS, $SQUIRE

Apprec