@Altimor Yep, 100% agreed, I'd have to assume once open router and other dev tools drop all free (latest) models, Chinese ai providers will start to shine.
Claude Opus is exceptional but if I were to pay per token, I'd use kimi ,glm, or qwen.
10x cheaper, and near same performance.
Where did the money go?
market cap for $USDC and $USDT are both down billions (8 billion accumulative) this month along with Top 20 coins.
Did tokenized stocks really absorb it all? Doesn't look possible based on volume.
ethereum:0x68749665ff8d2d112fa859aa293f07a622782f38 didn't grow (no ath in MC).
Fiat off ramps absorbed it all?
Help me out, what's your thoughts?
Somehow CT doesn't realize or want to admit what has happened over the years.
We now have tokenized RWA 24/7
- Gold for safe haven
- Oil for speculation on global macro events : https://t.co/E9pjYZTiB7
- Stocks: actual customers , revenue and some with net profits.
Crypto was always about a store of value that we governed ourselves and we still have that today.
We just have a lot of different assets to speculate on now, all crypto native. Pick your poison!
Tom Lee $BMNR will continue to buy as Sailor continues to $BTC , whether the short term horizon or price or even the drawdown matters to them, we can only speculate.
$XLM and $HYPE are pumping, neither rely on $ETH success or narrative.
Tech and capital flows are moving on to say the least.
$SUI and $APT pump faded and nearing the ATL range ๐ง
$SOL isn't doing any better though, so we're all losing together.
$BTC (69k) and $ETH (1.7k) zones coming soon
$SUI and $APT ripping.
The thing is, I sold aptos on the last pump into $5 resistance.
Then deleted all code from my project and told myself "Focus on Solana".
Even the old CEO "Bought a SUI bag after leaving lol".
The last time I checked, most projects closed shop and only Decibel exists today =/
Building a native Solana Perp DEX or accepting SOL deposits or Stables from Solana? Tag me
Here's the TL;DR
- Space X, Anthropic, and OpenAI MarketCap will almost instantly put them in Nasdaq-100 aka Tech Indexes.
- All 3 are bleeding billions annually with OpenAI at the worst, expecting "potential" net profits in 2029 ๐คฃ.
- Rules are being changed specifically for these IPOs to enter $SPY
- Potential Profit Outlook != Exit Liquidity without the above.
$QQQ $QQQM