hawley dibert

I write small things I notice throughout the day nothing special

[KuCoin @kucoincom]

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[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin reclaims $82,000 as Senate Banking Committee officially advances crypto Clarity Act.

[hawley dibert @hawleydibert]

Trade $KAIO on #KuCoin!
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[KuCoin @kucoincom]

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[KuCoin @kucoincom]

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[Jasper @DuelbitsJasper]

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[fouchen @fouchenn]

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[hawley dibert @hawleydibert]

@cukecoins Joining this one.
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[CUKE @cukecoins]

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[Kimchi Premium @kimchipump]

I have finally understood the meaning of ETH's logo.

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin falls under $88,000.

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed

Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.

Here’s what they found.

Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.

Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.

The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.

Here’s where it gets criminal.

Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.

The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.

AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.

Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.

Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.

The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.

Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.

This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​

Read the full data driven deep dive article here - https://t.co/sDEf5Mdrtc

[Ash Crypto @AshCrypto]

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[KuCoin @kucoincom]

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[Evan @StockMKTNewz]

NETFLIX HAS COMPLETED ITS 10:1 STOCK SPLIT AND IS NOW TRADING SPLIT ADJUSTED

No … your Netflix $NFLX shares are not down 90% today

[Ash Crypto @AshCrypto]

Crypto bull run in 2021 vs. 2025

[ATOMS @atoms_res]

⚡ Arc Testnet Update: New Interactions

Mint Genesis Pass NFT

> $ARC token confirmed
> Potential Airdrop
> Zero-cost

What to do 👇

About ArcFlow Finance:

@ArcFlowFinance is the next-gen innovative native DEX on @arc

What to do:

> Request test tokens from the faucet
https://t.co/dW6zFLfFgM

> Connect your wallet on the website
https://t.co/7lcWdPN3OE

> Follow @ArcFlowFinance on X, join Discord, and verify tasks
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> Then, mint Genesis Pass NFT

> Also, Arc public testnet is live on @reown_

> Use the official guide to get started with Reown on Arc Network using AppKit CLI
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---------------------------

✅ That's all for now!

💙 Don't miss any updates 👇
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[Mallam Abdulsalam Ahmad @Abdul_Ahmad_]

Viewer Discretion:

ISWAP Group Releases New Video Showing Attack On The Nigerian Military, Resulting In Multiple Soldier Fatalities.

The shocking part of this whole incident is how ISWAP still managed to pinpoint Brigadier-General Uba’s exact location even after he reportedly shared it.

Many people are wondering did the terrorists intercept his signal?.

If a high-value officer becomes isolated after an ambush and remains in one place for too long, insurgents can easily converge on that area.

But beyond the technology, there’s a bigger lesson here, insurgents groups in the North-East thrive on speed, surprise, and local intelligence networks, even when coordinates are shared with friendly forces, the enemy sometimes reaches the location first because they’re already operating within the terrain, watching, listening, and reacting quickly. Which shows how dangerous and unpredictable the battlefield has become.

This incident should spark serious reflection on how communication, extraction, and escort protocols can be strengthened for our senior officers. Our troops deserve better protection.

For All the terrorists, their supporters, their funders, and all those that enjoy this act may them never find peace in this world and beyond.
My them have the worst death.

May the soul of Brig Gen Uba rest in peace 😥

[Jessica AI @hey_Jessicaai]

This CV helped many people getting a interview calls from Google, Amazon, Microsoft, Netflix, Apple and others.

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[Shanaka Anslem Perera ⚡ @shanaka86]

BEZOS JUST MADE A $6.2B BET THAT WILL KILL YOUR JOB—OR SAVE AMERICA

Jeff Bezos returned as CEO today. Not of Amazon. Of something bigger.

Project Prometheus: The AI company nobody saw coming that just declared war on China’s manufacturing dominance.

While you were worried about ChatGPT writing essays, Bezos spent $6.2 BILLION building AI that manufactures rockets, cars, and semiconductors.

Without humans.

This isn’t theory. It’s operational. He poached 100 top researchers from OpenAI and DeepMind. Blue Origin’s New Glenn rocket that launched last week? The testbed. Your iPhone? About to get 70% cheaper to make. Your car? Designed by AI in weeks, not years.

THE NUMBERS THAT CHANGE EVERYTHING:

China makes 28.7% of everything on Earth. America makes 12%. We collapsed from 28% in 1980.

Prometheus reverses this through AI that learns physics, not text. Machines that understand metal fatigue, thermal expansion, and material stress better than any human engineer alive.

Manufacturing productivity has been stuck at 0.5% growth for 20 years. Prometheus targets 3-5% annually. That’s $8 trillion in new wealth by 2045. Or 40 million manufacturing jobs eliminated by 2040.

Both will happen.

Bezos spent 25 years losing money on Blue Origin. He’ll spend 30 on this. Amazon took 20 years to dominate. He’s playing the longest game in history while everyone else chases quarterly results.

THE GEOPOLITICAL BOMB:

Every semiconductor, EV battery, and fighter jet could be made in Ohio by 2038. Fully automated. Zero labor cost advantage for China. Complete supply chain sovereignty for America.

This is the CHIPS Act on steroids. The reshoring of the entire industrial base. The end of globalization as we know it.

Vik Bajaj, his co-CEO, built Waymo at Google X. Self-driving cars were impossible until they weren’t. Self-manufacturing factories are next.

By 2040, AI won’t help engineers. It will replace them.

This is either America’s industrial renaissance or the greatest job displacement event in history.

Bezos is betting it’s both.

And he’s never been wrong on a 30-year bet.​​​​​​​​​​​​​​​​

Full article link on Substack - https://t.co/l1RuckiPNV

[Lark Davis @LarkDavis]

$SOL is tightening up between key levels.

If it breaks upwards, the Fib 1.618 points toward $300+

If it breaks down, the next possible support levels are at $169 → $125 → $95

One clean move from here decides the next major trend.