pes

Crypto. Stocks. Poker

[:) @smileycapital]

rotation from AI is going into AI

hope that helps

[AI Edge @aiedge_]

"Discipline" is a complete psyop.

You don't need it to be rich.

Systems. systems. systems.

[AI Notkilleveryoneism Memes ⏸️ @AISafetyMemes]

No, seriously, you can't trust screenshots anymore

[KawzInvests @KawzInvests]

$BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this the next $NOK?

> $NVDA. $AMD. $INTC. $ARM. $QCOM. $NXPI. Renesas. $TXN. Every chip vendor that matters in physical compute is partnered with BlackBerry.

> Just named foundational software partner for $ARM 's new AGI CPU for physical AI.

> BlackBerry's QNX is the operating system that runs underneath 275 million cars. 10 of the top 10 automakers. 24 of 25 top EV makers.

> The same OS is now powering Johnson & Johnson's new AI-driven heart pump. The official runtime in NASA's Core Flight System. Inside defense ground vehicles, unmanned platforms, weapons systems.

> Royalty model. Revenue compounds with every car, robot, and device that ships. $950M backlog growing faster than it gets recognized.

> Secure Comms trusted by NATO and 17 of the G20 governments. Returned to growth for the first time in six years.

$3B market cap. Four straight profitable quarters. Stock 96% off the highs. $BB $NOK

[Cred @CryptoCred]

Crypto's current state is a bit shit

1. Market cap is not an indicator of quality - the top 50 is made up of ghost coins or bloated governance slop that has underperformed and is uninvestable

2. The long tail speculative stuff went from high risk high reward to 'some dude in Miami is going to zero this if you hold it for more than 5.9 seconds'

3. Everything is extremely correlated and you can't meaningfully make bets based on sectors as it all converges into a tightly correlated mush, especially to the downside

4. Broad brush alt season is an artefact of the past that's very hard to replicate given (2) and given that there are simply too many coins and the excess of speculation doesn't really happen on centralised exchanges anymore - it's been siphoned off to bundled shit in max PvP settings

5. Crypto reputationally is no longer the sexy frontier of speculation. Institutional bid is in AI, retail speculative bid is in 0DTE equities, single name stocks etc.

6. Convexity has flattened. Even a lot of the historically safe blue chip stuff (BTC, ETH etc.) has underperformed and the historical anchor of 'buy deep drawdowns because all-time highs are guaranteed and explosive' has disappointed. All the shit we used to put up with because of the accessibly massive trend and momentum effects is now harder to justify because those same effects are getting neutered or siphoned off into other arenas.

The obvious rebuttal is 'cycles' but even this past cycle is a useful counterpoint: it was extremely concentrated versus broad brush wealth effect, plus something very obviously broke after 10/10.

So what does this all mean?

1. In previous cycles, nailing timing was enough and selection was the cherry on top (rising tide lifted all boats). I don't think that holds - both timing and selection matter now and in the future.

2. Participation alone can be an edge if the asset class is early enough and/or mispriced enough. I don't think that holds either, and we might actually have to learn how to trade (fuck).

3. Hopefully I'm an idiot doomposting the bottom

GM

[Elon Musk @elonmusk]

This is how an economy actually works

[Binance @binance]

they know their audience

[AI Edge @aiedge_]

How to use AI to change your entire life (explained in 60 seconds):

[pes @pestrading]

@Fibonacci_666 I think lower than 66k and about 15-20 days, last drop from 95k to 60 took about 3 weeks

[pes @pestrading]

It's time for new lows $btc $eth
shorted $eth 2383, stop 2450

[TrendSpider @TrendSpider]

i'm thinking...

[Mayne @Tradermayne]

https://t.co/Y2w0PUooWk

[Mayne @Tradermayne]

@buyerofponzi @Krak Scratch that we giving away $5000.

1k to 5 people

[Ponzi Trader @buyerofponzi]

Live now

[pes @pestrading]

@Tradermayne That's pretty cool
Reminds me of FTX back in the days when they would just add features when users suggested/requeated. I used to love that exchange, 2bad it went dowm the way it did

[pes @pestrading]

@bitcoinpanda69 @blknoiz06 If you're walking 8 hours i am pretty sure you will sleep more than 8 hours :)

[Philosophy Of Life @PhilOfLife_]

Upgrade your thoughts; they shape the world around you.

[pes @pestrading]

@honey_xbt Trend up should be agressive

[Honey @honey_xbt]

ETH 👀

[Elon Musk @elonmusk]

💯😂