Dunkey

Playing the game. Learning everyday.

[🛡️Zac @zacxbtc]

So theres a chance

[₿lackwidow 🕷 @blackwidowbtc]

UPDATE: Rally from 60K to 80Ks ✅

80K target hit and rejected ✅

Follow through is looming/pending unless bulls stop it somehow⏱️

#Bitcoin

[kanav @kanavtwt]

me watching Claude 4.6 Sonnet one-shot the SaaS I was planning to build over several months

[amrit @amritwt]

you can be replaced by a .md file

[🛡️Zac @zacxbtc]

1630s Tulip Craze
1690s British Land Bank Bubble
1711 South Sea Company Formation Surge
1719–1720 Mississippi Bubble
1720 South Sea Bubble
1790s U.S. Land Speculation Boom
1825 Latin American Mining Stock Boom
1830s British Railway Mania (early wave)
1837 U.S. Land and Canal Speculation Bubble
1840s Railway Mania (UK peak)
1850s U.S. Railroad Bond Frenzy
1873 Railroad Expansion Bubble
1880s Argentine Land Boom
1890s Bicycle Boom
1896–1899 Klondike Gold Rush
1901 Northern Pacific Corner
1907 Copper Stock Speculation
1920s Florida Land Boom
1920s Radio Stock Craze
1929 U.S. Stock Market Bubble
1930s Silver Speculation Boom
1940s Uranium Rush
1950s Electronics Stock Boom
1960s Conglomerate Boom
1960s Tronics Bubble
1970s Nifty Fifty Stock Craze
1970s Oil Speculation Surge
1979–1980 Silver Bubble
1980s Japanese Asset Bubble
1980s Junk Bond Frenzy
1987 Portfolio Insurance Craze
1990s Dot-Com Bubble
2000 Dot-Com IPO Frenzy
2003–2007 Housing Bubble
2005–2008 Mortgage-Backed Securities Boom
2008 Oil Price Spike Speculation
2010 Flash Crash HFT Frenzy
2011 Rare Earth Metals Bubble
2013 Bitcoin Early Mania
2017 ICO Craze
2018 Cannabis Stock Frenzy
2020 SPAC Boom
2020 Meme Stock Surge
2020–2021 NFT Craze
2021 DeFi Yield Farming Frenzy
2021 Metaverse Stock Surge
2022 Lithium Stock Boom
2023 AI Stock Frenzy
2024 GLP-1 Weight Loss Drug Stock Surge
2025 OpenClaw Mac Infrastructure Procurement Surge via Apple Inc. LLM API / SaaS Stack Expansion demand and monthly sales Without End-Customer Revenue Alignment or demand

[Dunkey @dr_dunkey]

@zacxbtc 👀

[MartyParty @martypartymusic]

ETF Flows Feb 11th

#Bitcoin ETFs:
1D NetFlow: +4,224 $BTC(+$284.49M)🟢
7D NetFlow: -6,198 $BTC(-$417.42M)🔴

#Ethereum ETFs:
1D NetFlow: +21,416 $ETH(+$41.97M)🟢
7D NetFlow: -74,269 $ETH(-$145.57M)🔴

#Solana ETFs:
1D NetFlow: +88,980 $SOL(+$7.3M)🟢
7D NetFlow: -76,064 $SOL(-$6.24M)🔴

[Dunkey @dr_dunkey]

@zacxbtc 👀

[Dunkey @dr_dunkey]

@zacxbtc Facts.

[Jay Alto @theJayAlto]

my competitive advantage is i'm having fun

[Peter Girnus 🦅 @gothburz]

Last quarter I rolled out Microsoft Copilot to 4,000 employees.

$30 per seat per month.

$1.4 million annually.

I called it "digital transformation."

The board loved that phrase.

They approved it in eleven minutes.

No one asked what it would actually do.

Including me.

I told everyone it would "10x productivity."

That's not a real number.

But it sounds like one.

HR asked how we'd measure the 10x.

I said we'd "leverage analytics dashboards."

They stopped asking.

Three months later I checked the usage reports.

47 people had opened it.

12 had used it more than once.

One of them was me.

I used it to summarize an email I could have read in 30 seconds.

It took 45 seconds.

Plus the time it took to fix the hallucinations.

But I called it a "pilot success."

Success means the pilot didn't visibly fail.

The CFO asked about ROI.

I showed him a graph.

The graph went up and to the right.

It measured "AI enablement."

I made that metric up.

He nodded approvingly.

We're "AI-enabled" now.

I don't know what that means.

But it's in our investor deck.

A senior developer asked why we didn't use Claude or ChatGPT.

I said we needed "enterprise-grade security."

He asked what that meant.

I said "compliance."

He asked which compliance.

I said "all of them."

He looked skeptical.

I scheduled him for a "career development conversation."

He stopped asking questions.

Microsoft sent a case study team.

They wanted to feature us as a success story.

I told them we "saved 40,000 hours."

I calculated that number by multiplying employees by a number I made up.

They didn't verify it.

They never do.

Now we're on Microsoft's website.

"Global enterprise achieves 40,000 hours of productivity gains with Copilot."

The CEO shared it on LinkedIn.

He got 3,000 likes.

He's never used Copilot.

None of the executives have.

We have an exemption.

"Strategic focus requires minimal digital distraction."

I wrote that policy.

The licenses renew next month.

I'm requesting an expansion.

5,000 more seats.

We haven't used the first 4,000.

But this time we'll "drive adoption."

Adoption means mandatory training.

Training means a 45-minute webinar no one watches.

But completion will be tracked.

Completion is a metric.

Metrics go in dashboards.

Dashboards go in board presentations.

Board presentations get me promoted.

I'll be SVP by Q3.

I still don't know what Copilot does.

But I know what it's for.

It's for showing we're "investing in AI."

Investment means spending.

Spending means commitment.

Commitment means we're serious about the future.

The future is whatever I say it is.

As long as the graph goes up and to the right.

[🛡️Zac @zacxbtc]

Automation is now a global race for margins and dominance.
As machines replace labor across industries, link between work, income, demand weakens.
As production keeps rising while employment keeps falling, economies need broad income support to sustain consumption & stability.

[Willem Middelkoop @wmiddelkoop]

Worse than 2008 .. and nobody seems to care

Be careful out there

[CZ 🔶 BNB @cz_binance]

Saying the obvious. Most people “in crypto” know this, most people “not in crypto” may not understand yet.

Tokenizing gold is NOT “on chain” gold.

It’s tokenizing that you trust some third party will give you gold at some later date, even after their management changes, maybe decades later, during a war, etc.

It’s a “trust me bro” token.

This is the reason no “gold coins” have really took off. 🤷‍♂️

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

The reason AWS went down is because all the Indian h1b engineers have the day off for Diwali

[PlanB @100trillionUSD]

Bears think $126k was the top, and btc will fall below $100k, and 2026 will be a bear market mainly because ... the 4 year cycle!?

IMO that is a BIG misunderstanding. Yes, there is a 4y halving cycle that doubles S2F-ratio, and 6 months before until 18 months after a halving was very profitable last 3 cycles. But, 3 cycles is not enough for a reliable pattern, and it is absolutely not guaranteed that the top is again 18 months after the halving (Oct'25!). Also, S2F model says nothing about tops or bottoms, only about the average price level in a halving cycle, assuming a fundamental phase transition (as described in the S2FX article, on my website in the bio). So IMO the top could very well be in 2026, or 2027, or 2028 ... actually I am much more interested in the average price level than the top (or the bottom).

What I do know is: there has not been a fundamental bitcoin phase transition yet in this cycle. Realized price (grey line) has not diverted from 200 week moving average (black line), RSI has not been 80+ (red) etc. Either the big jump has yet to come, or we have transitioned into a more stable price regime, dominated by institutions, fund mandates (e.g. 1%-10% btc) and rebalancing (sell after pump and buy after dump, to keep exposures within mandate). Both scenarios are very bullish for bitcoin. Also, IMO there can not be a big bear market without a big jump (red RSI 80+ and grey realized price diverting from black 200wma).

[Not Jerome Powell @alifarhat79]

My technical analysis right now

[Shay Boloor @StockSavvyShay]

Blackstone says the next big thing is chips, data centers & power.

The first two feed on the third as U.S. electricity demand climbs 40% in the next decade.

Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE

Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

[Lin @Speculator_io]

The president is literally telling you where to invest:

• AI
• chips
• space
• crypto
• energy
• drones
• robotics
• defense
• healthcare
• rare earths
• manufacturing
• self-driving cars

Don't overcomplicate it.