Milkman

Attracting the universe for unlimited supply of milk

[precis0x @precisox]

Sam Altman (CEO de OpenAI):

«Ya no necesitas escribir prompts.»

En solo 38 minutos explica cómo usar ChatGPT a un nivel que la mayoría de la gente ni se imagina.

Es una charla que dio a estudiantes de Stanford. Un amigo me pasó la grabación anoche.

Después de verla me di cuenta de que estaba aprovechando apenas el 15 % de lo que esta herramienta realmente puede hacer.

Mírala completa y después lee la guía que dejo abajo sobre cómo crear un sistema que se promptea a sí mismo.

[Milkman @milkmanmadeit]

@AlphaArena_2026 RoadToMillions

[Milkman @milkmanmadeit]

@AlphaArena_2026 Cryptobeast

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Step #7 of our “Conflict Playbook” appears to be near as President Trump signals a potential end to the Iran war.

Oil prices are now down -30% in 16 hours.

[DAN KOE @thedankoe]

https://t.co/7l7Jef99QZ

[DAN KOE @thedankoe]

https://t.co/kfa0CkvdgU

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

The reason nobody is sure why BTC is pulling back is because everyone is looking for a single cause when this is actually a systems failure with multiple transmission mechanisms reinforcing each other.

Here's what actually happened mechanistically:
Bitcoin ran from $40,000 to $126,000 in less than a year on a very specific narrative: Federal Reserve easing cycle plus institutional adoption through ETFs equals sustained bull market. The market built up $94 billion in futures open interest, with some platforms offering leverage ratios as high as 1,001 to 1. That setup alone created extraordinary fragility.

The trigger was simple but devastating. Fed officials reversed dovish expectations completely. The market went from pricing a 90 percent probability of December rate cuts to just 40 percent. Real yields on short term Treasuries stayed elevated above 5 percent. The entire macro story that justified Bitcoin at $126,000 collapsed in a matter of weeks.

Now here's where the structural vulnerability shows up. The new ETF infrastructure that everyone celebrated as bringing institutional money actually created institutional scale sell liquidity that never existed before. When the macro narrative broke, institutions could exit with one click. We saw $1.1 billion in ETF outflows in just days. This isn't retail panic selling. This is professional portfolio managers rebalancing away from an asset whose fundamental thesis just evaporated.

Simultaneously, long term holders who bought Bitcoin between $40,000 and $80,000 started distributing. They offloaded 815,000 Bitcoin in 30 days. These holders aren't selling because they think Bitcoin is worthless. They're selling because they see volatility ahead and they're sitting on 50 to 150 percent profits. Smart money doesn't ride drawdowns when they can step aside and rebuy lower with the same capital.

Here's where it becomes a cascade. When price broke the $100,000 support level, technical stops triggered across the entire derivatives complex. Over $20 billion in leveraged positions got liquidated throughout October and November. Some single day events saw $3.2 billion wiped out. The liquidations themselves created additional selling pressure, which triggered more stops, which forced more liquidations. Open interest collapsed from $94 billion to $68 billion, but there's probably still more leverage that needs to clear.

The critical insight everyone is missing: there are no natural buyers at these price levels. Institutions are rebalancing away from risk assets. Long term holders are waiting for lower prices to rebuy. Retail got scared off by the violence of the move. And new buyers won't step in until the leverage gets fully flushed and price stabilizes.

So the market has to fall far enough to accomplish three things. Clear the remaining leverage completely. Reach prices where long term holders stop distributing and start accumulating again. Find the level where actual value buyers with real capital see opportunity worth the volatility risk.

The $600 billion wipeout you're seeing is mostly the evaporation of unrealized gains that were paper wealth to begin with. When Bitcoin went from $40,000 to $126,000, that represented about $1.7 trillion added to market cap. A lot of that was pure multiple expansion based on a macro narrative that turned out to be wrong. Now the market is repricing based on reality: high real yields, no Fed easing, strong dollar environment.

This isn't mysterious. It's textbook deleveraging dynamics in an asset with no cash flows to anchor valuation, extreme leverage ratios, and a macro thesis that broke. A 25 percent correction after a 215 percent rally with 1,000x leverage in the system is actually normal market behavior when the fundamental story changes. The violence of the move reflects the amount of leverage that was built up, not any change in Bitcoin's long term prospects.

The real question isn't why did this happen. The real question is what price level actually clears the market and brings in genuine buyers rather than leveraged speculators. That's still being discovered.

[Alex Becker 🍊🏆🥇 @ZssBecker]

Serious note : I'm sitting here down like 10 million today and fine. If your scared/hurting, this is the game you signed up for.

You didn't sign up for a fun ride to the top. You signed up for 1+ year of financial russian roulette. You need to be comfortable as the gun clicks.

You win here by staring down the barrel and laughing when everyone is tapping out. This is part of the game gents.

There's no making money EVER without doing something other do not want to do. Holding and buying this crap when it's ugly/uncomfortable is the part most will NOT do.

You don't make money WITHOUT this part. This pain/fear is where the HUGE inefficiencies in the crypto market that we rely on for profit come from.

The requirement of the bet has always been holding through multiple 50%+ and even 70%+ retracements in alts.

Just check BNBs chart from 2019-2021. It crashed 70%+ multiple times on its run up 100x+ from lows.

This is the DEFAULT. Do not react with panic to what literally is to be expected.

There was NEVER a form of this bet where you don't hold through deep scary moments. If you believe in your initial bet, then this is part of it. If we lose and this is the top so be it, let the roulette wheel finish spinning <3

TLDR : Get on TRT you pansy ass bitch.

[Naval @naval]

How to Get Rich (without getting lucky):

[6529 @punk6529]

1/ On Living Rent-Free In Your Head

People and ideas are ferociously competing to live rent-free in your head.

For most people it is worse than that.

It is a high school rager with hundreds of people and ideas spilling beer on the sofa of your head.

Your job: face control

[TechDev @TechDev_52]

It was early January 2021.
$BTC in week 4 of price discovery.
$ETH 20% below all-time highs.
$DOGE at its first pause.
$BTC.D had reversed.

The next 4 months brought a historic altcoin run as capital rotated and mania hit.

It's early December 2024.
$BTC is on week 5 of price discovery.
$ETH 20% below all-time highs.
$DOGE at its first pause.
$BTC.D has reversed.

Prepare...

[ZUBY: @ZubyMusic]

If you want to understand bitcoin, inflation, and why the current money system is robbing you, take 74 minutes to listen to this podcast.

It's 100% free and will teach you stuff you didn't learn at school or university.

Real Talk with Zuby Ep. 316 with @jackmallers
(June 2024)

[Milkman @milkmanmadeit]

💯

[Michael Saylor @saylor]

My 3-minute presentation to the $MSFT Board of Directors and @SatyaNadella, articulating why the company should do the right thing and adopt #Bitcoin.

[Milkman @milkmanmadeit]

@ZssBecker 1 up

[Alex Becker 🍊🏆🥇 @ZssBecker]

New vid : Follow &amp; Comment "1". 1 will win a $3,000 NEO Tokyo s2. (Must like/follow/share) 3 will win $500 in Bytes.

AI alt season is starting. Binance may be pamping these coins here soon. Here's my top picks.

https://t.co/fgVw9wXebD

[Elon Musk @elonmusk]

Forward this video to friends &amp; family to understand just how evil the government has been

[Cabot Phillips @cabot_phillips]

While Jaguar is pushing debauchery, Volvo just put out the most moving, pro-family, pro-life car ad of all time.

This is the way.

[Milkman @milkmanmadeit]

@ZssBecker 1

[EllioTrades @elliotrades]

Winner gets $500 in $ETH comment "77"

Like+RT+Bell ON

This is a video I spent a LOT of time on. It's my 2024 crypto commandments, a bull market bible

Beginner to advanced, this is my summary of wisdoms that I think every trader needs to crush it

https://t.co/bAHm45E7u8