ChicaCrypto 👩

Onchain-Memes-Narrativas -De todo un poco 😜

[ChicaCrypto 👩 @chicacripto22]

Targets 2024/25

$Hbar - 1$

$Finc - 15$

$Root 5$

$Cns 1$

$Masq 13$

$Btc 130k

$Eth 8k

[ChicaCrypto 👩 @chicacripto22]

@JohnNakamoto_ @DonPepeCripto menos palabra que un gitano 🤣

[Healthy Pockets @healthy_pockets]

🚨EL MIEDO VUELVE AL MERCADO…

En las ultimas horas BITCOIN ha vuelto a retroceder hasta los 71k, acumulando más de un 7% de caída en la última semana 📉

Devolviendo el miedo e incertidumbre entre los inversores que cada vez están más bajistas 🤔‼️

Ayer os subí un video muy importante analizando un posible causante de este movimiento…

https://t.co/Xx5qqQISLx

[*Walter Bloomberg @DeItaone]

$MSTR - MICROSTRATEGY SELLS 32 BTC FOR $2.5M AT AVERAGE OF $77.135M: FILING

[Ted @TedPillows]

Kevin Warsh is now the new Fed chair.

Alts have dropped 50%-70% when a Fed chair took office in the past.

[Rand Group @randgroup]

Behind every AI model there's a data center. Behind every data center there's a full stack of companies most investors never think about.

This is the complete map with every ticker 👇

🔲 Compute Silicon

This is where intelligence gets created. Every AI model, every training run, every inference call starts with a chip doing the math. The GPU narrative is well known by now, but the real evolution is happening in custom silicon.

Hyperscalers are designing their own accelerators because no single vendor can serve every workload optimally. The companies building both general purpose GPUs and custom ASICs are sitting at the center of a market that's still in its early innings. Whoever owns the compute layer owns the foundation.

Tickers: $NVDA $AMD $AVGO $INTC

🔲 Server OEMs & Solutions

Chips are useless without systems to run them. This layer takes raw silicon and turns it into functioning infrastructure. AI server racks today are radically different from anything the industry built five years ago.

Power density per rack has gone from 10kW to over 100kW. That means every aspect of the physical system, from liquid cooling to power distribution to rack architecture, has to be completely rethought. The companies solving these thermal and engineering challenges are extracting enormous value because without them, the chips can't operate at scale.

Tickers: $SMCI $DELL $HPE $VRT $ETN $MOD

🔲 Memory & Storage

AI models are only as good as the data they can access and how fast they can access it. High bandwidth memory has become the most supply constrained component in the entire stack. Training a frontier model requires moving enormous volumes of data in and out of the processor every millisecond, and traditional memory architectures can't handle it.

The companies that locked in HBM production capacity early now have pricing power they haven't seen in decades. Storage matters too. The datasets feeding these models are growing exponentially, and the infrastructure to store, retrieve, and serve that data is a massive market on its own.

Tickers: $SNDK $MU $WDC $P $NTAP

🔲 Networking & Connectivity

The most underappreciated layer in the entire stack. You can fill a data center with the best GPUs on the planet, but if those chips can't talk to each other fast enough, performance collapses. AI training clusters require backend networking that's orders of magnitude faster than traditional cloud setups.

Optical interconnects, high speed switches, and custom networking silicon are becoming the critical path for cluster performance. The spend flowing into this layer is accelerating because hyperscalers have realized that networking is the multiplier that makes their GPU investment actually productive.

Tickers: $ANET $CSCO $MRVL $CRDO $CIEN $NOK

🔲 Neoclouds & Physical Infrastructure

The hyperscalers can't build fast enough. That's created an opening for a new generation of infrastructure companies building GPU dense data centers and cloud platforms from the ground up.

These are the picks and shovels of the next wave. They're signing long term contracts with enterprises that need compute now and can't wait two years for a hyperscaler slot. It's the most speculative layer, but the velocity of capital flowing into physical AI infrastructure is unlike anything the tech industry has seen before.

Tickers: $NBIS $IREN $CRWV $APLD

🔲 Energy

Everything above depends on this. A single frontier AI data center can draw as much power as a mid sized city, and the buildout is just getting started. Grid capacity is already strained in key markets. Nuclear is re entering the conversation as the only scalable, always on, zero carbon source that can meet the load.

Natural gas is filling the gap while renewables scale. The companies providing generation, transmission, and grid solutions are the ultimate bottleneck play. If the energy doesn't scale, nothing else in this stack scales either.

Tickers: $CEG $NEE $EOSE $GEV $EQT $VST

The AI trade is a full stack trade.

The winners of this cycle won't just be the ones making the processors. They'll be the ones cooling them, connecting them, powering them, and housing them. Understanding these six layers is how you build real exposure to the AI infrastructure buildout instead of just chasing the obvious names.

Which layer are you most focused on?

[ChicaCrypto 👩 @chicacripto22]

😱

[Michael Saylor @saylor]

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym

[CryptoSoulz @SoulzBTC]

I’ll release a COMPLETE PDF in 48h

1. Trading with Claude AI
2. Trading Prompts

Completely free

Who wants it?

[ChicaCrypto 👩 @chicacripto22]

Breaking: Leopold Aschenbrenner just made the boldest bet of 2026.

He just bought $8 BILLION in chip stocks. None of these were there last quarter

[JohnNakamoto @JohnNakamoto_]

🚨 Leopold Aschenbrenner convirtió $225M en $5.5B en 12 meses.

Tiene 24 años. Ex investigador de OpenAI.

Su apuesta: puts masivas contra los gigantes de los semiconductores.

Acaba de actualizar el portafolio del Situational Awareness Fund:

1.SMH [Put] — $2.04B
2.NVDA [Put] — $1.57B
3.ORCL [Put] — $1.07B
4.AVGO [Put] — $1.01B
5.AMD [Put] — $969M
6. BE — $879M
7.SNDK — $724M
8. MU [Put] — $584M
9.CRWV — $556M
10.TSM [Put] — $535M

Nuevas entradas: puts en ASML, INTC, GLW y calls en MU, TSM y SNDK.

Salidas completas: INTC [Call] ($747M), LITE ($479M).

Cree que el rally de la IA en hardware ha ido demasiado lejos.

¿Debería @Polymarket abrir un mercado sobre si tiene $BTC y $ETH en cartera? ​​​​​​​​​​​👀

[Healthy Pockets @healthy_pockets]

🔥YA ES OFICIAL🔥

Strategy ha adquirido OTROS 24,869 BTC por ~$2.01 mil millones a ~$80,985 por bitcoin 😎🔥

NO PARA LA ACUMULACIÓN ⏳🚀

[adrig @adrig_iv]

Un día como hoy hace 4 años, LUNA pasó de 120$ a 0$ y arruinó a miles de personas por el camino

Si aún lo recuerdas eres un auténtico OG del ecosistema 🫡

[ChicaCrypto 👩 @chicacripto22]

@degennQuant @HyperliquidX @unitxyz @monero $xmr 😍

[ChicaCrypto 👩 @chicacripto22]

@THORChain bullish

[ChicaCrypto 👩 @chicacripto22]

We should all have at least 1 $XMR in our wallet.

Monero is the digital gold of privacy.

[JohnNakamoto @JohnNakamoto_]

🛡️ Tu libertad en cripto está en juego.

Cada día hay más restricciones y vigilancia, pero saber moverte es clave.

Aquí te explico cómo proteger tus activos y tu anonimato usando Monero ( $XMR).

Dentro hilo👇

[Vivek Sen @Vivek4real_]

BITCOIN IS GOING TO INFINITY 🚀

[Healthy Pockets @healthy_pockets]

🚨ATENTO🚨

CZ ALERTA: El mayor SUPERCICLO de BTC se acerca…

LAS INSTITUCIONES SE ESTÁN PREPARANDO…

Estás listo? 👀

Destroza el like si holdeas btc: https://t.co/Be1sr1Tqye

[Polkadot @Polkadot]

Pioneered by Polkadot: a new efficient data storage model for everyday Web3 applications

When it comes to storing and serving data, most Web3 apps still fall back on centralized Web2 servers. The missing piece has been a decentralized alternative that is actually suitable for everyday use. Bulletin Chain, pioneered by Polkadot, aims to solve this.

[Funcionario inversor @inversor98]

Me quiero comprar otra casa 🏠

Llamadme especulador o como queráis decirlo pero es algo necesario.

Precios desorbitados, sueldos estancados, no se construye vivienda de obra nueva, hipotecas fijas al 2%….

Y esto cada vez va a ir a más.
Lo siento pero voy a pensar en mí.

[ChicaCrypto 👩 @chicacripto22]

@JohnNakamoto_ mi base de cartera $btc $eth oro plata y tesla

[Rand Group @randgroup]

The revenue race is one of the few honest charts in crypto. No narratives. No airdrops. No ghost wallets. No fake speeds.

Just who is actually printing and being profitable

[ChicaCrypto 👩 @chicacripto22]

@healthy_pockets bullish