I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
SAYLOR SOLD THE BOTTOM
(or near the bottom)
BITCOIN $BTC WILL BE PUMP IN Q4 BIGLY!!! Then we will have the biggest bull market in history as hundreds of billions will rotate from AI to crypto
RT if you understand this
While this is true, no apologies needed from anyone.
Let's just all move forward and be respectful of other views, because the truth is that no one knows for sure what will happen in the markets.
Setup heading into the open:
BTC: rejected $82K, now $76.9K. Sub-$80K for 3rd session. SPX: rejected 7,517 ATH, back to 7,406. Brent: $110+. Third day of gains. 30Y yield: 1-year high.
CPI/PPI: both hot. PPI ran 6%. Spot BTC ETF: -13K BTC last week. Worst since Feb. Fed odds: pricing one hike in 2026, 11% chance of two.
BTC levels: $74K, then $71K. SPX levels: 7,200, then 7,000.
Lose them, this isn't a pullback.
hyperscalers will spend $450B on AI in 2026
total industry AI revenue this year: under $50B
the last time capex ran this far ahead of monetization was the 1999 fiber-optic buildout same outcome long term, brutal in the short term
still thinking of a top around Q4 this year $CHAT
but long term its an obvious winner IMO