nyanth

Nyanth || Mic 7.7

[nyanth @NyanthCrypto]

Do not lay up for yourselves treasures on earth, where moth and rust destroy and where thieves break in and steal, but lay up for yourselves treasures in heaven, where neither moth nor rust destroys and where thieves do not break in and steal. -Mt 6:19–20

[Ally Larson @AllyTaft]

Ladies, if you're having trouble finding gift ideas for your husband, a Benelli M4 goes over really well.

[Huff @Huff4Congress]

“What do you mean, it’s not butter? It looks and tastes very similar to butter, and the word ‘butter’ is literally in its name!”

[The Old Taylor (not actually Taylor Swift) @The_Old_Taylor]

Based Bitcoin not participating in Pride Month

[nyanth @NyanthCrypto]

How did the JWs and CS manage stay in?

[Mike Lee @BasedMikeLee]

Can anyone tell me why The Church of Jesus Christ of Latter-day Saints was left out of the list of Christian churches?

[Whole Mars Catalog @wholemars]

you thought this was a shitpost, but it was a business plan

[Financelot @FinanceLancelot]

Just a coincidence that $1.75 trillion is the exact value of the SpaceX IPO?

[Velo @velo_xyz]

Bitcoin just recorded five consecutive green candles on the one minute chart.

[Byzantine General @ByzGeneral]

We joked for about a year that Saylor was literally the only one buying bitcoin and... It turns out that he was actually literally the only one buying.

[Tom Harris 🇬🇧 @MrTCHarris]

My son set me this.

[Kevin Brace @latentfidelity]

@Polymarket

[Reason Rising⚖️ @ReasonRises]

@LeadingReport Yeah, real headline of the century.

Turns out gentle parenting just produced a generation of therapy addicted gremlins.

The belt is back, baby. 😂

[nyanth @NyanthCrypto]

real?
😱

[End Wokeness @EndWokeness]

IT BEGINS…

NYC Mayor Zohran Mamdani unveils plan to "transfer ownership" from landlords to "the community"

[nyanth @NyanthCrypto]

@inversebrah @SAPNFTBULL

[Jace Gonnerman @jacewg]

@LiebermanAustin @oasishealthapp The idiots at the gym look at me crazy when I sip Elijah Craig between sets. I’m going to show them this.

[BankofVol Grift¹⁰⁰⁰🤖🤖¹⁰⁰⁰⁰⁰⁰ @BankofVol]

We have switched from the Schrödinger blockade to the Schrödinger agreement.

[nyanth @NyanthCrypto]

Art of the deal!

[Consensus Media @ConsensusGurus]

*IRAN DEAL WILL INCLUDE US SOYBEAN PURCHASES: WJS

[nyanth @NyanthCrypto]

It is all about perspective. The only I take from this is that amazon is undervalued.

[Noah @antibearthesis]

One of these is not like the other:

SpaceX IPO: $2T Valuation
Amazon: $2.8T Valuation

SpaceX revenue: $18.7B
Amazon revenue: $742B

Explain this gap.

[Bull Theory @BullTheoryio]

🚨 THE ENTIRE AI BOOM MIGHT BE BUILT ON FAKE REVENUE.

Latest corporate filings show that OpenAI and Anthropic alone make up over half of the entire $2 trillion future cloud backlog held by Microsoft, Oracle, Google, and Amazon.

This massive pipeline is actually being created through a circular accounting trick called a round trip revenue loop.

But how it works ?

A tech giant gives billions of dollars to an AI startup as an "investment". But hidden in the contract is a strict rule forcing the startup to hand that exact same money straight back to the tech giant to rent their computer servers.

Look at the documented case of Microsoft and OpenAI.

When Microsoft invested $13 billion into OpenAI, it didn't just give them cash; it gave them "cloud credits" to use Microsoft servers. OpenAI used those exact credits to train its AI models, and Microsoft then turned around and recorded that server usage as brand new "cloud revenue" from a customer.

The tech giant is literally paying itself with its own money and calling it a sale.

This is why OpenAI’s annual cloud bill has ballooned to over $60 billion, double its actual revenue of $25 billion, kept alive solely by this recycled funding loop.

Anthropic runs the exact same play, spending $2.66 billion on Amazon Web Services in just nine months, which was basically 100% of all the money it earned at the time.

This manufactured demand triggers a second accounting trick where tech giants book massive paper profits. Every time a startup gets a higher value from a new funding round, the tech giant updates the value of its investment on its books and counts that unearned paper gain as direct profit.

In Q1 2026, Alphabet reported a record $62.6 billion profit, but $28.7 billion nearly half, was just a paper markup on its Anthropic investment. In the same quarter, Amazon reported $30.3 billion in profit, but $16.8 billion of it was just an Anthropic paper gain.

While Amazon reported record profits, its actual free cash flow collapsed 95% to just $1.2 billion because it had to spend $44.2 billion in real cash to build physical data centers.

This has created a massive danger where these giant companies rely heavily on just one or two unstable startups. Microsoft has 49% of its $627 billion future backlog tied to OpenAI, while Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone.

This perfectly mirrors the 2001 dot-com crash when Global Crossing and Qwest Communications swapped identical fiber-optic network capacity with each other just to book fake sales.

Qwest had to erase $1.4 billion in fake income, and Global Crossing went completely bankrupt.

The only difference is that the dot-com swaps were illegal, but today's AI loop is fully legal under current accounting rules.

This legal loop inflates tech company stock prices, forcing automatic retirement accounts and index funds to buy even more of these tech stocks. It is a self feeding loop where investments, sales, and stock prices all go up on paper without the AI technology ever making real cash profits.