OneBidAway

Full Time #Gold Project Manager

[OneBidAway @findligo]

1. Imagine ‘ComputeCoin’: supply minted via zero-knowledge-verified AI compute instead of wasted hashing. Scarcity comes from chip-fab physics (Moore’s Law limits), value from utility (compute is the new oil), trust from cryptographic proofs of real FLOPs. Bitcoin’s PoW but productive.

[OneBidAway @findligo]

@Ameela_56 40

[OneBidAway @findligo]

@Winnie_xplorer ONLY UKRAINE 🇺🇦 ALWAYS.

[OneBidAway @findligo]

@DailyLOLFactory My great-grandfather wears the same ones

[OneBidAway @findligo]

#6. DeepSeek already wiped $589B off Nvidia's market cap in Jan 2025 by proving you don't need as many chips for inference.
New architectures (Test-Time Training, SSI) are pushing efficiency further.
A new breakthrough could make massive training clusters obsolete.

[OneBidAway @findligo]

🧵 NVIDIA. What Could Possibly Go Wrong?

[OneBidAway @findligo]

#5. Circular/vendor financing. Some of the AI infra boom is funded via debt and vendor-financing deals where Nvidia itself backs customers who then buy its chips. Rising rates or credit stress at “neoclouds” (like CoreWeave) could trigger a domino effect.

[warren Shirley @warrenShirley15]

@APompliano

[Just a Dude Who Invests @DudeWhoInvests]

@jimcramer Jim Nvidia has earnings tomorrow you couldn’t wait?

[OneBidAway @findligo]

Jamie Dimon just warned about trillions in off-book debt hidden inside SPVs and shadow instruments.

A crevasse is not a visible cliff that you can avoid. It’s a hidden crack beneath the snow, invisible until you’re already falling through it.

[Douglas A. Boneparth @dougboneparth]

Leopold Aschenbrenner: I am the next Warren Buffett.

Also Leopold Aschenbrenner: I must sell my entire portfolio.

[unusual_whales @unusual_whales]

BREAKING:

The SEC has launched an investigation into the trading of Leopold Aschenbrenner's Situational Awareness fund, per NYT.

The SEC sent subpoenas to multiple banks that gave Situational Awareness money to trade with, asking for details about the timing of trades and how Situational Awareness communicated with lenders.

[OneBidAway @findligo]

The VIX just hit its lowest level of 2026. Markets are calm. Traders are sanguine.

And that’s exactly when the dyspeptic minority, the ones who felt sick in their gut during every “everything is fine” rally, tend to be right.

[Gold Telegraph ⚡ @GoldTelegraph_]

BREAKING NEWS

JAPAN’S FOUR LARGEST LIFE INSURERS REPORTED $96 BILLION IN BOND PAPER LOSSES

Things are heating up...

[OneBidAway @findligo]

@theMakarioz Staged

[OneBidAway @findligo]

@Airaasayss 10 is wrong answer.
16 is the only correct answer.

Each of the 6 circular cuts you see actually goes through both layers, so each visible hole is really 2 holes (one in front, one in back)

[Chase Passive Income @chasedownleads]

Business hack:

Best man speeches are a great place to advertise your wealth management services