Dr. Doom

[Dr. Doom @pystudypy]

@Opendoor @nejatian Something you guys should integrate into the app!!

[AB Kuai.Dong @_FORAB]

有个名为 PlayCanvas 的开源项目突然火了。

只需用手机扫描房子，上传到网络。然后，地球上任何人，都可以直接在网页浏览器里，走进去看房。

与常规游戏渲染技术不同，它是用数百万个小光点，结合 AI 来重建场景，最终效果可以直接在网页设备上加载。

[Dr. Doom @pystudypy]

His response is very smart IMO!! He is indicating the $GME price would start going parabolic soon!!! If the price triples up from here probably his point is reached!

[Reese Politics @ReesePolitics]

Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition.

This is a HEATED back and forth, uncommon for financial news. $GME

Sorkin, at one point is in disbelief at RC's repetitive answering to his question.

[Dr. Doom @pystudypy]

Well not sure this could be the case specially after the codex!!! Its really good man!!!!

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

Alternative Data:

A friend is a CEO of a SaaS company that tracks payments of SMEs to their vendors.

For the first time this week, he saw net churn on OpenAI subscriptions.

[Dr. Doom @pystudypy]

So why dont you short the hell out of everythingggggg?????

[Benjamin Cowen @benjamincowen]

When Gensler left the SEC in January 2025, Bitcoin was at 109k. Today Bitcoin is at 75k.

One major reason the crypto markets have suffered is because market participants started to lose faith in the industry itself.

After Gensler left, it essentially just opened the floodgates to the grifting age of crypto, where influencers and politicians were launching memecoins and rug-pulling their followers each and every day, without fear of any repercussions. This led to a massive misallocation of capital into useless assets that drained liquidity from the industry.

While people celebrated Gensler leaving, it actually marked a turning point in the industry, with Bitcoin only marginally going higher before entering a bear market.

Now that people celebrate Powell's removal as chair of the Federal Reserve, it makes me think history will repeat itself once again.

People celebrate it in the short-term, but as we look back on this era in a few years, I imagine it will mark a major turning point in credibility at the Fed. If the Fed just becomes another cabinet of the executive branch, it may lead to a lack of trust in the institution itself.

Perhaps many will look back in a few years and realize that markets were better off with Powell than without him.

[Dr. Doom @pystudypy]

Im sorry but unless you want to have your data goes to Chinese server, you will avoid using their APIs!!!

[Matthew Berman @MatthewBerman]

It's almost like I laid out the exact strategy DeepSeek would take to win the market.

[Dr. Doom @pystudypy]

ditto that!!!! $ORCL

[ariel seidman @aseidman]

Codex has won me over.

Claude Code just burns massive amounts of tokens on simple things.

[Dr. Doom @pystudypy]

Buy $ORCL!!! Just try codex app and you see market is way way wrong!!!!!! @Globalflows

[Steve Hou @stevehou]

On days of good news for AI progress, $ORCL is down bc of its legacy software business; on days of bad news for AI compute capex, $ORCL is down bc of its aggressive data center investments.

[Dr. Doom @pystudypy]

@ramahluwalia Emergin markets over bought!!! Except Chiness Tech!!!

[Dr. Doom @pystudypy]

@ramahluwalia Codex app is really good though!!! Cant say Anthropic won the game already!! Claud is awesome... don't get me wrong!! But Codex is really good too!!! Not a zero-sum game!! They both would win in IMO!

[Dr. Doom @pystudypy]

True!!! it is also the case for SOL!!!

[Vance Spencer @pythianism]

Crypto and SaaS decorrelating makes sense to me

BTC and ETH are not traditional business models and not able to be replaced by models+compute, as long as they can withstand quantum, they are going to be more interesting as a result

Stablecoins (Tether, Sky) and Derivatives (Hype) also are not able to be displaced by AI, as these are liquidity and network effects businesses. Public fintech names have held up well for the same reasons.

SaaS is under attack from many directions. Maybe its not as bad as it seems, but you still cannot put a GAAP P/E on these businesses that isn't negative/infinity

[Dr. Doom @pystudypy]

Quantum issue is not as big as USD Fiat!! Don't complicate things!!!

[Alex Krüger @krugermacro]

@AviFelman They are not even aware of block time

[Dr. Doom @pystudypy]

@Globalflows $PURR ???

[DEGEN NEWS @DegenerateNews]

NEW: GRAYSCALE FILES FOR HYPE ETF TRACKING LARGEST ONCHAIN PERPS DEX HYPERLIQUID - THE BLOCK

SOURCE: https://t.co/toqCOYTUeI

[Dr. Doom @pystudypy]

You must compare it with 2022 during the beginning of the Russia-Ukraine War.

[zerohedge @zerohedge]

Bitcoin used to be the first risk asset to get nuked on geopolitical conflict: not any more, in fact it is outperforming gold since the start of the war. Regime shift?

[Dr. Doom @pystudypy]

Funny how my timeline was flooded with OpenClaw takes a few weeks ago, all from crypto bros!!!
Now those same AI experts are suddenly geopolitical analysts deep in the Hormuz Strait and crude oil trade.
Pick a lane. Or at least two.

[Dr. Doom @pystudypy]

Are you guys hacked or what??
@fundstrat

[Dr. Doom @pystudypy]

The White House has been finalizing decisions on targeting Iran for around 10 days. This timing lines up closely with the Russia Ukraine situation back in February 2022 during another mid term election year.If escalation hits toward the end of February or through March the reactions could play out along similar lines based on what happened four years ago.

Crude oil jumped more than 30% in the weeks after the invasion on pure supply disruption fears. That kind of upside potential looks realistic again especially if any key routes face pressure. Downside would be limited unless things wrap up fast with no real impact.

Gold rose 7 to 8 percent as the safe haven asset during that period. With prices already high there is room for further gains on fresh uncertainty though some pullback could follow if tensions ease quickly.

Bitcoin saw an initial drop of several percent then climbed around 14 percent in the days after as it picked up flows around sanctions and hedging. Expect some early pressure followed by possible recovery upside if the narrative shifts.

[Dr. Doom @pystudypy]

You are right!! But no one's talking about IEF!!! That's the trade bro!!!

[fejau @fejau_inc]

Sneaky except everyone’s talking about it lol

[Dr. Doom @pystudypy]

If you've ever used AI, you'd realize that all this talk of an "AI bubble" is bullshit! Crypto isn't dead either!! Scott Bessent just told CNBC that once the Clarity Act passes, prices will go higher: mainly because crypto's utility will surge!! So shut the fuck up and enjoy the ride!!! XLU, XLI, XLP, and XLE are all up!!! But now it's time for AI and crypto to shine!!

[Dr. Doom @pystudypy]

Will you be able to build this for GOLD too (if you haven't already done it)?

[Benjamin Cowen @benjamincowen]

The price of Bitcoin color-coded by social interest shows that BTC topped on apathy rather than euphoria, similar to mid-2019, which also corresponded to an end of quantitative tightening.

[Dr. Doom @pystudypy]

There is a growing consensus on Wall Street that the AI trade is exhausted. If you listen to the recent Forward Guidance roundtable with @fejau_inc and @Tyler_Neville_ their argument sounds convincing. They claim hyperscaler CAPEX has become a bubble with diminishing returns, liquidity is draining, and the yield curve signals a rotation out of Tech.

But this financial view conflicts directly with the operational reality described by NVIDIA CEO Jensen Huang in his interview with CNBC today. The disconnect suggests analysts are modeling a business cycle while the industry is executing an infrastructure buildout comparable to the Industrial Revolution.

The macro bear thesis presented by Jauvin and Neville relies heavily on historical precedents of financial bubbles like 2000 or 2008. They argue liquidity is drying up and the ROI on over $600 billion of AI spending is unproven. Their recommendation is to sell AI infrastructure stocks based on financial metrics like P/E ratios and yield spreads.

Jensen Huang dismantled this bubble narrative on CNBC today with a specific engineering metric that financial models completely miss. He noted that unlike the 2000 Dot-Com era where dark fiber lay unused, current GPU utilization is effectively 100%.

His scarcity indicator is even more telling. GPUs sold six years ago, such as the RTX 3090 or A100, are currently selling for higher prices than at launch. In a standard financial bubble, old inventory depreciates. In a structural shortage, old inventory appreciates.

If the engineering reality holds true that we are only in year two of a seven-year buildout with acute hardware scarcity, then the market is fundamentally mispricing the sector.

Relying on financial metrics to time a technological shift of this magnitude is a category error. You cannot model a physical supply shock with a demand-side spreadsheet. While the macro panel worries about yield curves, the physical market is signaling extreme, structural scarcity.