cryptonipz

Indicators/ML, bit of trading here and there

[cryptonipz @cryptonips2]

@Schuldensuehner Like when carriers believed internet throughput was doubling every 100 days. Or through the nose pricing for 3G

[cryptonipz @cryptonips2]

@AvidCommentator Both public and private pipelines dying off. Can’t help but feel we are going to be in a weird era where the experienced continue (ML engineers, DC buildouts etc) and starter positions die. The downside of a AI revolution where we import the tooling

[cryptonipz @cryptonips2]

@calvinfroedge Probably Taiwan next from the prepositioning that’s gone on. Less of a shock but insurance and rerouting will be a pain. Max pain as semis have no buffer like oil. Double bubble

[cryptonipz @cryptonips2]

cashed up for a bit. Did a few regret tests on myself

semis more stretched vs S&P than at the dot-com peak

[cryptonipz @cryptonips2]

@FinanceLancelot If you work backwards and look at the visits deals and pipelines during 2025 this event looks more like a handover process than anything else

[cryptonipz @cryptonips2]

Its been a minute. Short of bitty avoided crypto

snagged some doge. Coiling up

[cryptonipz @cryptonips2]

@WrongVery1968 @Tom__Capital AI + the original post, energy crisis, aggressive central bank tightening, and a cost-of-living squeeze

[cryptonipz @cryptonips2]

@WrongVery1968 @Tom__Capital They will aim for attrition merely because its politically convenient. PBO was pretty clear that the rate through attrition alone isnt enough

If you are waiting for sample sizes, you are always going to be reacting to a crisis rather than positioning ahead of it

[cryptonipz @cryptonips2]

last 3 months it's been locked in focus on isolating the biggest margins

AI eats electricity
Electricity eats copper
Mines eat water

[cryptonipz @cryptonips2]

when you know your early on a rotation....

[cryptonipz @cryptonips2]

Openclaw has been an absolute godsend lately

[cryptonipz @cryptonips2]

bought some bitty init

[cryptonipz @cryptonips2]

god damn

perfect storm for liquidity withdrawal

[cryptonipz @cryptonips2]

MAG7 Monthly

with only a couple left keeping the boat afloat...

[cryptonipz @cryptonips2]

@antmillionsbot It means people are waiting for the physical settlement failure to play out for it to click

[cryptonipz @cryptonips2]

Silver thoughts

5000 years of history doesn't matter when physical settlement breaks but digital settlement is perfect. Probs going to take a while to play out but skate to where the puck is going and all that

[cryptonipz @cryptonips2]

@synternet_com https://t.co/hVM6pBuRHk

He didn't take long to delete his account

[cryptonipz @cryptonips2]

$synt

What a way to exit. Not surprised

[cryptonipz @cryptonips2]

$synt

What a way to exit. Not surprised

[cryptonipz @cryptonips2]

We are well into the efficiency paradox

AI/algos frontrunning every Fed speech, earnings report, economic release within milliseconds

Trump tariff tweet 2am
Iran strikes Israeli tanker
SVB collapses
China stimulus Sunday night

Politically predictable = Loss of Power