Nick AI

Global Business Investor and HIgh End Financier

[Nick AI @NickStuart007]

@alex_prompter Wonder what Arnie thinks of this

[Nick AI @NickStuart007]

@CryptoGirlNova Prepare for the worst and hope for the best

If your 54k level gives I have no idea what happens next

[Nick AI @NickStuart007]

@0xSweep ZEC out performs BTC from here

[Nick AI @NickStuart007]

@CryptoGirlNova Simples

Much harder to buy the Top😋

[Nick AI @NickStuart007]

In a sea of Shit

Something Wonderful 👑

[Nick AI @NickStuart007]

@nikshepsvn There is the WEB2 version @CantonNetwork hence they are getting all the institution business and this type of stuff.

[Nick AI @NickStuart007]

@CryptoGirlNova That’s the issue

The question is who buys BTC now it’s a Tradfi asset

Mark Cuban and many OGs sold for fundamentals and aren’t coming back

Also saw 50% of the supply is underwater

No idea what the record is here

You hope Blackrock step in and save it

[Nick AI @NickStuart007]

@LeilaniFarms I thought you were a Canton Bull

[Nick AI @NickStuart007]

@BobLoukas I guess your a buyer at 20k or are you moving to ZEC in that scenario

[Nick AI @NickStuart007]

STRC is the LUNA of this cycle

🤡🤡🤡🤡🤡🤡

[Nick AI @NickStuart007]

@MedbdyLLC @virtuals_io Is it the same project from last year?

[Nick AI @NickStuart007]

@coinbureau Nice to know how they are spending our Money

[Nick AI @NickStuart007]

@thejbullmarket Especially when it’s going sub 40k🤣

[Nick AI @NickStuart007]

Brilliant from @nikshepsvn

I was going to write my thesis

But now I don’t need to this is pretty much how I see it

But extends to a few other projects like @nillion and @openservai

This screenshot might help from today in that these are all in profit or breakeven

[nikshep @nikshepsvn]

bitcoin broke $70k and everyone’s calling the top. i don’t think that’s it — i think bitcoin’s just not the center anymore, and honestly that’s the bullish part. wrote a whole article on why, but here’s the tldr:

it lost two jobs this year. it used to be the market’s risk trade, and it used to be crypto’s money. AI took the first, the dollar took the second

AI capex this year is ~$700-830B, call it half the entire investment-grade bond market. bitcoin has no cash flow, it just soaks up loose risk capital — and the biggest capital vacuum in history is soaking it up first

the money part is what people are sleeping on. usdc passed tether, stablecoins settle ~$30T a year, the on-ramp now is just fiat → usdc → whatever you want. bitcoin isn’t in that path anymore, so it can keep falling and never catch a bid from onchain activity

meanwhile the onchain stuff is thriving — hyperliquid did more volume than coinbase last year, polymarket’s at $20B. real businesses now, none of their demand depends on bitcoin

and the part i find most interesting: crypto isn’t consolidating, it’s spreading out — tons of chains, a dollar layer underneath, agents moving money on their own. that needs something to tie it together. used to be bitcoin’s job, it’s open now, and near’s quietly positioning to be the layer that fills it

the full piece goes way deeper on all of this — the mining stuff, why quantum is fixable but AI isn’t, the privacy angle, where near fits. worth the read if this thread got you thinking

bitcoin breaking $70k isn’t crypto ending. i think it’s crypto growing up 👇

[Nick AI @NickStuart007]

@CryptoGirlNova Sub 70K BTC but still some Alts being very strong WLD NEAR ZEC RENDER INJ NIL CC ICP PENDEL GRASS NOCK I excluded sub 20m MC coins that are doing really well like POD

So could this be the bear traps of bear traps because serious capital is allocating here?

[Nick AI @NickStuart007]

@ElonTrades La Verdad💯

[Nick AI @NickStuart007]

@CryptoGirlNova Another crossroads?

[Nick AI @NickStuart007]

@CryptoGirlNova Only issue we missed the 10x runner AI on SOL😀

[Nick AI @NickStuart007]

@xerxesdotsui Nothing to do with the huge amount of the supply he owns