Memmeth

Future whale

[Memmeth @Memethefirst]

@Nxive100x 0.1%

[Memmeth @Memethefirst]

Short form content is the new smoking

[Memmeth @Memethefirst]

The sweet spot.

[Nick Schmidt @NickSchmidt]

This would be a hit

[Memmeth @Memethefirst]

What if he turns it into 120b this year?

47FGJNrbPNxaNirQiBKveiXFB9bwSjWJjFcW3T87pump

[The Assembly @InTheAssembly]

Leopold Aschenbrenner just filed a 5.6% stake in a single AI infrastructure name.

12.4 million shares.

This is the guy who took his fund from $250M to $13.6B in under 2 years.

Here it is:

[Memmeth @Memethefirst]

@jscrypto4882 Sitting on the quant for a month+

[Memmeth @Memethefirst]

@watchingmarkets @Kalshi Aschenbrenner mode

[Memmeth @Memethefirst]

@0GAntD Aschenbrenner mode

[Memmeth @Memethefirst]

@HookedOnMEME Something happening here

[Memmeth @Memethefirst]

@watchingmarkets Watch the quant turn 12b into 120b on the timeline

Aschenbrenner mode

47FGJNrbPNxaNirQiBKveiXFB9bwSjWJjFcW3T87pump

[Memmeth @Memethefirst]

Aschenbrenner Mode

[Memmeth @Memethefirst]

If you are not part of a storyline, what are you?

[Memmeth @Memethefirst]

Im just trying to be the one who can drop yesterday's idea the fastest

[Memmeth @Memethefirst]

Modern 9–5: spend 30 minutes squeezing every drop out of AI, take a few hours off, repeat.

max 2 hour workday. Full monthly salary.

[Memmeth @Memethefirst]

@jscrypto4882 You are onto something js

[Memmeth @Memethefirst]

all i hear is screaming pigs when i think about all the coins i roundtripped

[Memmeth @Memethefirst]

@cookerbruski @sol_inaa Amazing edge and had a lot of fun trading with you and the fellas in 2025. Without a doubt you will outperform in corporate life too.

God bless

[Memmeth @Memethefirst]

Time to turn water into wine onchain

[Memmeth @Memethefirst]

@basilda_a Agreed.

[Memmeth @Memethefirst]

@Sushigremlin https://t.co/GGRtdPNaNQ

[Ejaaz @cryptopunk7213]

leopold aschenbrenner just released his fund's latest investment portfolio & honestly its not what i expected

he's gone massively short the entire semiconductor supply chain but also revealed what he thinks the next AI constraint is:

> biggest surprise: he's short intel. he sold out of his massive Intel position that made him famous.

> he's also gone short $9B worth of puts in nvidia, asml, amd, oracle and van ecks semi etf.

> biggest long positions are in memory (sandisk) and power (bloom) with a combined $3.5B value (these are his next bottlenecks)

> he trimmed ~$1B of bloom energy position but still holds $1 billion of it. his single largest long holding.

> his lumentum position is gone (bearish optics?)

> the one consistent thesis is he continues to hold data center bets (ai labs will still need gpus)

> fund is now worth $13.7 billion (notional). it was just $5.5B 3 months ago and $220 million ~1yr ago

[Memmeth @Memethefirst]

The trenches leopold quantatius the third has arrived

[Memmeth @Memethefirst]

@Sushigremlin The biggest quant to ever do it