onlyforcrypto

Trying Hard To Make It In Crypto

[Flash by StockSentinel.ai @SentinelFlash]

Circle Internet Group Inc. $CRCL is a pioneer in the global financial technology sector that bridges traditional capital markets with decentralized networks through its widely adopted USD Coin stablecoin. The business is rapidly expanding its international footprint and positioning itself as a compliance leader under Europe's Markets in Crypto-Assets regulation. Financially, the company boasts a pristine, debt-free balance sheet with over one billion dollars in cash, though its stock currently trades at a premium multiple of nearly three hundred times normalized earnings. This premium multiple reflects substantial growth expectations for its developer platform and proprietary Layer-1 Arc Network, which are designed to help the firm transition away from rate-sensitive reserve income. Will this fintech giant successfully scale its transaction-based software ecosystem before a falling interest rate environment severely compresses its reserve yields?

[Oguz Erkan @oguzerkan]

I have just published a 4,500-word deep dive into $GRAB.

I believe it'll become the next big ecosystem business with at least a decade of fast growth ahead.

The price is also fair now.

You can read it below, it's free 👇
https://t.co/VEd7TdsSxb

[Ray Myers @TheRayMyers]

AI Stocks are imploding, don't panic! 🔴

Here are 10 companies that will dominate the AI age:

1/ $IREN

$IREN is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.

As the CEO says, the industry is growing so rapidly, "They can't meet the demand".

As global compute demand explodes, traditional data centers are constrained by high energy costs and grid congestion. Legacy infrastructure struggles to scale efficiently while meeting sustainability requirements.

The company develops and operates large-scale data centers directly adjacent to renewable energy sources, delivering low-cost, reliable power at scale. This vertically integrated approach enables efficient Bitcoin mining today while positioning IREN to support AI and high-performance computing tomorrow.

As AI adoption accelerates and energy-efficient compute becomes essential, IREN’s renewable-powered infrastructure creates a strong long-term growth tailwind.

The $MSFT $9.7B deal is just the first of many deals with hyperscalers.

[Christian Darnton @CMDarnton0]

I’m betting my entire net worth in 2026 on these 4 predictions -

(from early $6.34 $PLTR investor):

→ $DUOL hits $1T dominating global education.
→ $HIMS = a $500B healthcare giant in 5 years.
→ $PLTR hits $2T as AI ontology grows.
→ $AMD crushes NVIDIA via chiplets.

👇

[Bourbon Capital @BourbonCap]

5 Companies Leading the Robotics Industry for the Next Decade

1. $AMZN - Amazon Robotics

Amazon’s unparalleled integration of robotics, AI, and logistics automation has made it one of the most robot-driven corporations in the world.

Amazon Robotics now operates more than 1 million robots across fulfillment centers, including the Kiva and Proteus platforms that autonomously handle picking, packing, and material transport. Beyond warehouses, Amazon is expanding into home robotics (Astro) and testing humanoid collaboration pilots for logistics and last-mile delivery.

If Amazon chooses to commercialize its robotics stack (which combines hardware, AI software, AWS connectivity, simulation models, and maintenance services) it could disrupt the industrial automation market and become a dominant global supplier.

By 2030, Amazon aims for 50% of all deliveries to be autonomous, powered by AWS Robotics Cloud for real-time fleet management, predictive maintenance, and AI training at scale. Yet, despite these projections and strong results, AMZN stock has not increased at all during 2025.

[Christian Darnton @CMDarnton0]

I made 24X on $PLTR.

Now I think $DUOL could be the next $1T company.

The market has no idea what it’s looking at.

→ Duolingo isn’t a language app.

It’s building a digital Montessori engine for knowledge creation in a $10T global education market.

[Lawrence Lepard, "fix the money, fix the world" @LawrenceLepard]

Brilliant frame of what is happening. 🫡

[Next 100 Baggers @Next100Baggers]

🚨 The GOAT Stan Druckenmiller just rewired his portfolio.

This isn’t a cosmetic rebalance.

He’s pushing size into three big themes:

High growth biotech
AI compute + power infrastructure
Emerging market consumer/internet

Here’s what he actually added and why it matters 🧵

[onlyforcrypto @sacrawcryp]

@Vested_finance can we invest in crypto etfs through vested in India ?

[onlyforcrypto @sacrawcryp]

Almost everybody on my timeline got fully liquidated. But I am in a different situation here . I have tokens in my account but no eth to pay gas fee lol
#CryptoCrash #btc

[onlyforcrypto @sacrawcryp]

@IncomeSharks PLZ START $GURU FUND FOR YOUR ONCHAIN PLAYS. Plz

[Fernando Nikolić 🇦🇷 🟠 @basedlayer]

Every Bitcoin podcast is the same ten people interviewing each other about the same ten topics and we all listen because we're addicted to confirmation bias disguised as education.

The real alpha left a long time ago what's left is people explaining the obvious to each other for engagement while pretending we're still early.

We're not early we're just repeating ourselves hoping repetition creates reality and honestly it might be working.

[Deepak Saini (Deepu) @deepaksaini_X]

Say no to #INDvsPAK

Boycott this

[Stack Hodler @stackhodler]

In 2021, everyone thought $100K was a sure thing.

I remember thinking we'd even have a shot at $400K in a blow off top.

I told my wife that we were about to reach a completely different level of wealth... Because the blow off top was imminent.

Then we topped at $69K and it took me ages to believe it.

And yet, the signs were there if I had been willing to look.

But I wasn't willing to believe it.

Instead I suffered through the bear market because my expectations were completely misaligned with reality.

I was mostly blinded by three things:

1. My expectations (shaped by experiencing 2017)
2. My own desire to hit "my number"
3. My religious attitude about Bitcoin

Here's what I learned though:

1. Bitcoin behaves just differently enough each cycle to throw off the crowd. Question your assumptions. And be suspicious when everyone expects the same thing.

Right now everyone seems to expect a blow off in Q4 that they'll be able to easily sell before the next bear market (and then rebuy much lower).

In 2021 the meme was diamond hands, never selling.

Now it's "one more pump and then I'm taking chips off"

Let's see how that works out.

I see two max pain scenarios:

1. An early top that disappoints the people who were waiting to sell euphoria

2. A shallow bear that wrecks people who sell everything expecting to be able to rebuy 80% lower.

You need to war-game these possibilities and have a plan that allows you to sleep well in all scenarios.

2. The market doesn't care about YOUR desire to sell the top, hit a certain net worth, or ability to buy a home with your gains.

I've heard multiple people tell me their plan to sell MSTR to buy a new home at the top.

But that automatically sets a target in your mind - you won't accept a price lower than one that allows you to buy the house.

And now your analysis isn't based on reality, but on your own desires and the cost of real estate in your area.

In your head, the top can't be in because we haven't hit your number.

So you're more likely to roundtrip your gains rather than protecting the capital you've gained.

2021 taught me to always be grateful for the gains I've made.

Because I know how quickly they can disappear.

3. I still see Bitcoin as a morally superior asset. No debasement or manipulation by central issuers. Distributed. Globally accessible.

But as a father, my loyalty is to my family first and foremost.

In 2021, I never even entertained the thought of selling.

If I needed to sell today to help my family? I wouldn't hesitate.

My job is to provide for and protect my family.

I'm a steward of our capital.

And I need to make sure they're taken care of in all scenarios.

This brings great clarity. And makes it easy to prioritize.

If you find yourself feeling loyal to Bitcoin above your own family, a higher power, or even your own health - consider that it may lead you to make decisions you end up regretting.

Or maybe not. But at least examine it.

Don't take this as a bearish tweet.

This current dip has wiped out a lot of longs.

And there's a good chance it allows us to go much higher this year.

But if 4 year cycles are still a thing, then we are close to the end of this one.

And maybe one of these lessons will help some of you avoid mistakes I made in the past 🫡

[Bitcoin Archive @BitcoinArchive]

Bitcoin’s top signals are not firing. 📉

-Puell Multiple at 1.39 (danger zone = 2.2)
-MVRV Z-Score still neutral

Historically, cycle tops came with both overheating. Not this time. 🤔

[VD @hmalviya9]

There is a collective perception growing on CT that Quantum computing will kill Bitcoin by 2030.

Stupid. Baseless.

This is what you call a golden FUD.

Bitcoin uses ECDSA signature with a size of 512 bits.

The best quantum computer in the world has only achieved 1386 qubits, and that too in highly controlled lab conditions, not in a scalable or stable environment.

Academic research suggests a quantum computer will need at least 13M qubits of stable, error-corrected power to crack an ECDSA signature within 8 hours.

That means quantum computing needs to achieve more than 10,000x growth in stability and performance before it can even touch Bitcoin’s existing cryptography.

And you guys are expecting that to happen before 2030?

Meanwhile, have you even tracked the developments around post-quantum cryptography?

It’s moving much faster.

The US National Institute of Standards and Technology (NIST) has already approved 3 quantum-resistant signature schemes.

These are not theoretical, they are tested, reliable, and up to 10x larger in size than ECDSA.

The Bitcoin dev community is not asleep either. They have already proposed QuBit soft fork (BIP 360) to introduce Quantum Resistant Hash (P2QRH), an output type that relies on post-quantum signature algorithms.

Addresses with the prefix “bc1r” will be identified as quantum-resistant public keys.

Right now, less than 6M Bitcoins remain vulnerable to the future quantum threat because they sit in older P2PK addresses.

These can be migrated to safer address types like P2WSH to avoid risk.

In the long run, Bitcoin miners are highly incentivized to approve proposals introducing quantum-resistant signatures. Their entire business depends on network security. They will not sit idle and watch Bitcoin collapse.

So, yes, there is a theoretical threat.

But it is not imminent. It will take decades of breakthroughs in error correction, stability, and scaling for quantum computers to even reach the threshold.

And by that time, Bitcoin will likely have already upgraded its cryptographic backbone.

The real question is not “Will quantum kill Bitcoin?”

The real question is: “Will Bitcoin upgrade faster than quantum computers evolve?”

If history is any proof, open-source cryptography has always stayed one step ahead.

Lost coins like the 1.6M abandoned ones, and Satoshi’s stash, yes - they are at risk whenever quantum reaches that stage. But for the rest of the network, the transition is possible, and it will be done.

There is a threat.

But that threat is not coming soon.
It will take its own time.

And if it ever arrives, it will not wipe out Bitcoin, it will only force its next evolution.

[onlyforcrypto @sacrawcryp]

@grok I transfered $guru to my cold wallet and received 5% less. Is there something I need to know ?

[onlyforcrypto @sacrawcryp]

@grok best books on bitcoin to read ?

[onlyforcrypto @sacrawcryp]

@derpaderpederp @GainsNetwork_io @aixbt_agent So what’s the supply right now ? CG shows infinity total supply ?