CoinSecurity.

Blockchain enthusiast; Management and Leadership capacity developer; Humanist; Husband; Father; Businesman.

[CryptoSmind @SmindCrypto]

Perfect? Nah.

But:

They cared.

They respected the oath of office.

[CryptoSmind @SmindCrypto]

🚨insider trading.

George Santos under investigation for alleged insider trading on Kalshi.

[Republicans against Trump @RpsAgainstTrump]

Thousands of Albanians took to the streets of Tirana on Tuesday night to protest Jared Kushner’s €1.4 billion luxury resort project on a protected stretch of Albania’s Adriatic coast—Reuters

[CryptoSmind @SmindCrypto]

This is not 1999.

There is huge difference between dot-com bubble and current AI Sector.

Here is the huge difference :👇🏼

👉🏼 The Dot-com bubble was driven by speculative startups with no track records, no profits, and zero fundamentals.

👉🏼 Today's AI sector is anchored by established tech giants with proven track records, robust fundamentals, and massive profitability.

[CryptoSmind @SmindCrypto]

Dont you think NVIDIA- with its team of legal and Financial experts -are aware of this 👇?

[CryptoSmind @SmindCrypto]

Michael Burry is right in his own view.

But dont you think NVIDIA'S legal and financial experts are all aware of this?

Jensen Huang and Nvidia's executive, legal, and accounting teams are some of the sharpest operators on the planet.

In fact the reason Michael Burry has that information is because NVIDIA team has filed it with SEC.

But NVIDIA is betting on CUDA - their proprietary software ecosystem that developers have spent nearly two decades building on.

NVIDIA has 3 strong counter-arguments to Michael Burry "finger on the trigger" theory:

1: The 3 hyperscalers/ customers have no where else to go in the short term.

"Even if our top three customers build a cheaper physical chip, their internal software layers cannot match CUDA's efficiency for training next-generation, frontier models."

If Nvidia maintains a monopoly on the absolute highest tier of raw performance, those top three tech giants must keep buying Nvidia hardware to avoid losing the AI arms race to each other.

2: Backlog :"If the Big Three Drop Out, Others Are Waiting."

There are Nations (Saudi, UAE) and mid tier enterprise companies and specialized cloud providers (like CoreWeave and Lambda Labs) that are standing in line begging for chip allocations.

If the 3 major customers drop out, NVIDIA will pivot to global customers who have been locked out of supply for years.

3: Contracts- non- cancelable trap.

NVIDIA has not entered into contracts with the big 3 in a vacuum.

Nvidia structured their sales agreements to mirror their liabilities.

Many of those shipments destined for the top three customers are tied to non-cancellable, front-loaded down payments and strict allocation contracts.

So, if Nvidia's executive team is completely aware of the risk and managing it, why is Burry still short?

Because views do clash.

Nvidia's view:👇

👉The risk is high, but the payoff is total market control.

👉Nvidia knows exactly what bridge they are crossing.

👉Nvidia believes they can sprint across the bridge before the structural wood rots out from underneath them.

Burry’s View:👇

👉No corporate management team, no matter how brilliant, can outmaneuver a structural macroeconomic cycle.

👉Burry is betting that gravity and macroeconomic numbers win every single time.

The Nvidia Perspective:
👇
"Velocity Beats Volatility"🎯

The Burry Perspective:
👇
"The Ledger Never Lies"🎯

They are both right in their views.

[CryptoSmind @SmindCrypto]

AI dilemma:

When you build a bridge , it stays where you put it.

When you build an engine, it turns off when you cut the fuel.

But AI - designed to learn- is beginning to escape the creators hands.

Chris Olah (Anthropic), Pope Leo meeting and their statements should worry everyone about AI.

[Ash Crypto @AshCrypto]

If you invested $100,000 in $TRUMP at its peak in Jan 2025, today you’d have $3,660.

It’s down -96% in the last 15 months.

[Whale Alert @whale_alert]

🚨 🚨 🚨 🚨 🚨 🚨 🚨 167,152,683 #USDT (167,191,964 USD) transferred from #OKEX to unknown wallet

https://t.co/xR51PYNbUm

[Daily Iran News @DailyIranNews]

LEBANON HAS ATTACKED ISRAEL

HEZBOLLAH HAS JOINED THE WAR!!

[CoinSecurity. @coin_security]

👇🤣

[Tekee @Tekeee]

Everytime

[Coin Bureau @coinbureau]

⚠️RAY DALIO ISSUES STARK WARNING AMID GLOBAL SYTEM RESET

“Sell debt assets and buy gold.”

“The world order as we knew it is gone.”

“We are heading into very, very dark times.”

[BITCOINLFG® @bitcoinlfgo]

💥 BREAKING

Fed 🇺🇸 will inject $16 Billion into the economy this week.

[WHALE 🐳 EVERYTHING @WhaleEverything]

🇺🇸 JUST IN :

Fed will inject $16,021,000,000 in liquidity into the economy this week.

Good for markets.💥

[Gordon 🐂 @GordonGekko]

Are you ready for Bitcoin to follow the Gold move?

[The Bitcoin Historian @pete_rizzo_]

JUST IN: ANTHONY POMPLIANO JUST ABSOLUTELY DESTROYED THIS CONFUSED JOURNALIST

"#BITCOIN ALREADY WON"

"IT'S GOING TO $1 MILLION"

"WHO CARES IF IT'S DOWN SHORT TERM?" 🔥

[CEO @Investments_CEO]

JUST IN: ⚡️ $3.5 trillion Goldman Sachs says live on CNBC that Bitcoin and crypto are the future of finance.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 Trump family-backed American Bitcoin increased its holdings to over 6,000 Bitcoin

Nothing stops this train 🚀

[Watcher.Guru @WatcherGuru]

YouTuber Logan Paul purchased this NFT for $635,000 in 2021.

Today, it's worth $155.

[Vivek Sen @Vivek4real_]

BILLIONAIRE KEVIN O'LEARY SAID THE CLARITY ACT WILL PASS AND SEND BITCOIN TO $200,000

TRILLIONS INCOMING 🚀