Mike

Occupation: Engineer. My opinions only. Do your own research.

[Mike @MichaelJRouse]

Consider betting on the transaction layer as AI commoditizes everything else as a hedge against rapid unpredictable change. $CRCL as a hedge against AI unpredictability rather than a bet on specific AI outcomes.  Every other AI investment requires predicting which models win, which applications survive, which blockchains handle the load, which companies build the best agents. Circle Internet Group requires predicting only that AI agents will transact in dollars via $USDC which is the least controversial prediction available in the entire AI investment landscape. $CRCL, the safest AI infrastructure position available. The more AI commoditizes everything else, the more essential the non-commoditizable settlement layer becomes. @circle @USDC

[Jeremy Allaire @jerallaire]

Circle sits at the heart of tokenization:
- USDC the largest regulated tokenized dollar
- EURC the largest regulated tokenized euro
- USYC the largest tokenized money fund
- CIRCLE - now the largest tokenized stock in the world

(RWAxyx shows the leaderboard: https://t.co/sbLOEfXzLy)

[Sun Liao @sunxliao]

You can check the price now...

$ZCSH and $CYPH 🫡🫡🫡

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The number of weekly spot DEX trades on Solana has officially surpassed the NYSE for the first time in history.

This metric includes the number of individual onchain token swaps executed on decentralized exchanges built on Solana.

In the week ending September 13th, Solana saw ~208 million spot DEX trades, compared to ~190 million on the NYSE.

Meanwhile, the gap between the Nasdaq and Solana narrowed to ~47 million trades, the smallest gap on record.

The growth has been largely catalyzed by Jupiter, the largest trading platform on Solana, which has processed over 80 million trades this month, up +38% month-over-month.

To put this into perspective, Solana has now seen +185% growth in weekly spot DEX trade volumes compared to the lows seen in July.

Crypto markets are on fire.

[Tensai Capital @TensaiCapital]

This is the spot for crypto where you want to be at max risk.

By “max risk” I don’t mean “irresponsibly long”. What I mean is, you should have more risk on at this moment than either one month ago or one month from now.

We are likely at the point of maximum R/R for the year. The downtrend that started last October is clearly over, and the refusal of majors to break down on CLARITY failure plus rate hike means we’re probably not getting a chance to buy lower before the next leg up.

Plenty of coins are justifiable as long-term investments. However, you shouldn’t plan to just buy and hold them all the way to your final target. You also want to set yourself up to take profits along the way.

That means sizing all your favorite positions with a plan to own LESS of them in a few months than you currently do - even though you hope that means leaving money on the table.

[haenko(⋈,🇺🇦) @haenko21]

last October Naval wrote one line about Zcash being insurance against Bitcoin. $ZEC ran from $53 to $230 inside a month. today it trades at $1,500.

now he is reposting https://t.co/023YjgMBeI.

$NEAR turned perps confidential by default yesterday. funded from 35+ chains, matched on Hyperliquid, up to 40x across 50+ markets, and the position does not trace back to the account that opened it.

same thesis he called on ZEC. leverage this time instead of savings.

[Elon Musk @elonmusk]

My guess is that AI roughly doubles US GDP growth next year from ~2% to ~4%. Maybe even more.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. US Markets Closed, Labor Day - Monday

2. US 10Y Note Auction - Wednesday

3. August PPI Inflation data - Thursday

4. August Existing Home Sales data - Thursday

5. August CPI Inflation data - Friday

6. September MI Inflation Expectations data - Friday

7. September MI Consumer Sentiment data - Friday

This marks the final week of inflation data before the September Fed meeting.

[Rob @AndBe1Traveller]

There's a new sheriff in town. $ZEC flips $BTC in spot volume on coinbase for the first time.

[X Money @XMoney]

𝕏 Money is now available to all Premium and Premium+ subscribers with U.S. accounts

Open the Money tab in your sidebar to get started

[Jeremy Allaire @jerallaire]

Banger of a presentation from top economists at Jackson Hole that looks at the emerging shape of the international monetary system and influence of tokenized forms of money.

[Mike @MichaelJRouse]

@pdicarlotrader Any of the following. SPCX, TSLA, CRCL, COIN, HOOD, LUNR or RDW, CIFR, MSTR or IBIT, BMNR or ETHA, PURR or BHYP, ZCSH or CYPH, BE, NBIS, TE, SLV, TLT, MU or SKHY, MRNA

[Tesla Optimus @Tesla_Optimus]

Rest in peace, Peter Cullen – voice of Optimus Prime, Optimus’ namesake

‘Till all are one

❤️

[The Kobeissi Letter @KobeissiLetter]

Absolutely insane.

Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone.

And, this guidance assumes ZERO data center compute revenue from China.

This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months.

We now have a $5+ trillion company is seeing +106% year-over-year revenue growth.

There has never been anything like what we are seeing right now with AI.

This is arguably the biggest technological revolution of all time.

[Sholto Douglas @_sholtodouglas]

https://t.co/99zG1UKNdT

[Sholto Douglas @_sholtodouglas]

How fast could the economy double? TLDR, once we have good enough AI and tens of millions of robots - very fast.

As crazy as it feels now - it is worth pricing in economic doublings into your mental models of the 2030s. Strongly recommend reading this series of blog posts by Damon Binder.

[Shay Boloor @StockSavvyShay]

JPMorgan resumed $SNDK at Overweight with a $2,250 PT calling Sandisk one of the clearest beneficiaries of AI inference reshaping NAND demand.

Sandisk has already locked in ~$94B of long-term contracts that the note says can support “~80% GM even at the floor pricing tier” giving the business far more predictable economics.

JPMorgan expects the NAND market to explode to $500B by 2027 and sees that demand plus tech leadership and aggressive buybacks driving a multi-year compounding earnings story.

[Serenity @aleabitoreddit]

The $SHKY, Samsung, $SNDK, $MU memory bottleneck never changed anon

[Elon Musk @elonmusk]

@PeterDiamandis Few realize this

[Eleanor Terrett @EleanorTerrett]

🚨NEW: Majority Leader Thune filed cloture on the motion to proceed to the Clarity Act.

It will be voted on by the Senate after they return at 2:15 PM on Tuesday, September 15, as agreed to by the Senate this morning.

[Christopher Dungeon @ChrisDungeon]

$SPCX insider unlocks do not guarantee additional shares in the open market but those unlocks technically increase share float.

Increased float forces index fund managers to increase their positions - a massive demand driver.

@elonmusk tried to warn you 🔥🩳🔥

[NVIDIA @nvidia]

AI compute is going to orbit. 🚀

@SpaceX’s Starmind AI1 satellite compute payload is powered by NVIDIA Vera Rubin NVL72, bringing AI factory compute closer to the stars.

The next chapter of AI infrastructure boldly goes where no AI compute has gone before.