Just bought into $ASTER with size (entry 23ct). Might be the first real competitor to Hyperliquid and I wouldnt be surprisd if there's a quick run to 1$ within the next days.
Best part, it is backed by @cz_binance - he interacted on X around 20 times with the @Aster_DEX team. Actually I expect him to come back to @binance
$ASTER 400M
$HYPE 18B
>> US ISM Manufacturing PMI May: 54 // 5th consecutive print above 50 --> Expansion mode.
>> Copper/Gold bouncing exactly where it should
>> Russell 2000 printing ATH after ATH (risk-on)
Only bitcoin:native still lagging. Why?
Pick your narrative:
* Saylor selling FUD
* Clarity Act dip needed for whales to load
* Time-capitulation doing its thing
ZOOM OUT: macro signals are green. The engine is running. BTC just hasn't left the garage yet.
Feeling more bullish than ever for bitcoin:native at 66.6k🎯
US ISM Manufacturing PMI: 52.7
3rd print above 50 → expansion.
Copper/Gold bouncing exactly where it should.
BTC mid-range at $67k.
Time-Capitulation kicking in & most will fade this move.
Someone just turned 1 SOL into 7 SOL using @AmplifiedBot
$POKESTR ran from $51K → $135K
/// 1 SOL in
/// 4x amplification
/// 7 SOL out (+700%)
The part nobody's pricing in:
That single trade threw off 0.27 SOL in fees.
Half goes to $AMPS holders, paid daily, your choice of SOL or AMPS.
More trades → more fees → more market buys → higher floor.
$AMPS at $107K is the actual trade here.
@mimoanon Respekt für den Mut, genau mein Motto. Entweder es geht auf und macht dich reich oder du verlierst ein paar Monatsraten. RR aufjedenfall auf deiner Seite hier
@Zc8086 Looks very cool. If I can give one tip it would be to give new users some sort of graphic previews before they need to connect their wallet. But else, good job 🤝
Big Tech hits real AI cost wall: Microsoft drops internal Claude licenses, Uber burned its full 2026 AI budget in just 4 months. GitHub going usage-based.
Real risk of AI bubble correction in 2026/27.
SpaceX orbital data centers come perfectly timed: near-free solar energy + passive cooling in space. Exactly Musk’s “future currency = wattage/energy.” Filed for 1M AI compute sats.
@elonmusk again 10y ahead of everybody else. I will buy $SPCX in their first major drop below 1T
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗