tiempir.sol🎒⊙

Finance, crypto and NFT's
#solana

[tiempir.sol🎒⊙ @Tiempir]

Dont ask for security, ask for adventure

[Bull Theory @BullTheoryio]

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY.

S&P 500 down -1.65%, wiping out $1.14 trillion.
Nasdaq down -2.60%, wiping out $1.11 trillion.
Gold down -3.38%, wiping out $1 trillion.
Silver down -6.9%, wiping out $280 billion.
Bitcoin down -6.31%, wiping out $80 billion.

In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time.

It started with the jobs report this morning.

The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double.

On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them.

The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today.

Then the AI trade started cracking.

Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple.

Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks?

That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in.

Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%.

South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same.

And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development.

Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with?

Underneath all of this, there is a liquidity problem nobody is talking about.

SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next.

These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings.

But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now.

The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates.

He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do.

When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today.

Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

[🐧 @Pentosh1]

I know a lot of you have been crypto only and are interested in stocks, or feel like you have missed the move. While yes, you largely have missed the first big leg. I'd like to remind you that there will always be more opportunities. This is all a 10 year buildout in general. That will continue into the 2030's

eventually there will be a large correction and you'll get things at a discount. But by no means have you missed it all and the reason i say that is bc a lot of it doesnt even exist yet. Unless you see 1 billion robots working in factories bc i dont see that yet. then you know we haven't even scaled yet. You will be fine, you will have opportunities. Things will change as long as you put yourself in a position to win when the time comes

[Justin Banks @RealJGBanks]

The next 5-10 years will RETIRE you.

MILLIONAIRES will be made from the AI super cycle build out.

Here’s how I and those following me will position:

2026–2027: AI Infrastructure Boom

Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.

AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN

2028–2030: The Power Bottleneck

It becomes a grid, power, copper, uranium, and domestic supply chain story.

Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO

2030+: The Application Layer

Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY

I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.

[Save Europe Act @SaveEuropeAct]

We, the people of Europe, will no longer be silenced.
With gratitude for those that have already supported us, we are overjoyed to announce 15.000 signatures for the Save Europe Act.

Sign it yourself at https://t.co/TuCMo6EUvW

[Mad Coach◎🎒 @SolanaCoach]

Gm.

"In the long run, investing is about value and the expectation that, eventually, price will catch up

In the short run it's just about psychology, emotion and popularity.

The key is to pick the game that best fits you. »

@Backpack for me.

[Viraj Patel @VPatelFX]

⚠️ 3rd largest MoM increase in German Wholesale prices since 1970. Nicht Gut. $EUR

[zerohedge @zerohedge]

Rapes In Germany Soar To Nearly 14,000 Cases In 2025, Migrants Vastly Overrepresented https://t.co/xsXxTpjL9r

[Milk Road AI @MilkRoadAI]

This is WILD

A 24 year old who got fired from OpenAI just turned 225 million dollars into 5.5 billion dollars in under twelve months by betting on something the entire Wall Street AI trade completely missed.

Leopold Aschenbrenner ran safety research at OpenAI until the company let him go.

He then wrote a 165 page essay arguing that AGI was arriving faster than any investor understood, and that the people who would win were not the ones who owned the best AI model.

They were the ones who owned the electricity.

That thesis became a hedge fund called Situational Awareness LP, and his Q4 2025 SEC filing reveals one of the most concentrated bets in modern financial history.

His largest single position is an 875 million dollar stake in Bloom Energy, a fuel cell company that generates power directly at the data center site, bypassing the power grid entirely.

One of our analysts at Milk Road called this exact play two months ago, took a massive position in Bloom Energy, and it is already up over 40 percent.

After Bloom announced a 2.8 gigawatt fuel cell deal with Oracle this week, the stock surged 15 percent in a single after-hours session and that 875 million dollar position is now worth close to 2 billion dollars.

His other major positions follow the same electricity-first logic, 700 million dollars in CoreWeave, a massive short on Infosys betting that AI coding agents destroy the outsourced IT business, Intel call options printing multiples on a 53 percent run

And a 10 percent stake in Core Scientific, a Bitcoin miner converting its power infrastructure into AI data center hosting.

The entire Wall Street AI trade was piled into model companies and chip companies.

Aschenbrenner looked at the same thesis and concluded the real bottleneck was whether the power grid could deliver enough electricity to run the models.

He was right, and the returns are public record.

Our analysts are finding the next plays before they make headlines.

If you want access to the full thesis and what we are watching right now, go PRO. Link below!

[//Bitcoin 𝕵ack 🐐 @bitcoinjack]

This man wants to tax unrealized gains at 36%

Whilst saying we should have better capital markets formation and investment climates, and less regulation

Please stop our suffering through this stupidity

You are acting at the complete opposite spectrum of your own words

[Vadim (AI, ⋈) @zacodil]

nobody accidentally swaps $50M into a pool with $36K of liquidity lol. fresh wallet, $50.4M from Binance, zero slippage protection, routed through the jankiest Sushiswap path possible. and then an MEV bot just happens to flash borrow $29M from Morpho in the same block and pocket $9.9M?

cmon. 0xngmi called this exact play a year ago - construct a deliberately terrible swap, let a friendly bot extract the value, dirty money comes out the other side as "legit MEV profit."

$154K per AAVE isn't a fat finger. it's a laundering fee

[Backpack 🎒 @Backpack]

Limbo starts now

See you at TGE
March 23

[ZachXBT @zachxbt]

@Ledger day 62 since the last Ledger customer data breach 🤝

[Bert Slagter @bslagter]

Box 3-update Eerste Kamer

Vanmiddag sprak de commissie voor Financiën van de Eerste Kamer over het box 3-plan voor 2028.

De senatoren willen graag:

* Een technische briefing van MinFin + Belastingdienst
* Een deskundigenbijeenkomst met economen en fiscalisten
* Een betrokkenenbijeenkomst met o.a. ondernemers

Goed nieuws: men neemt de tijd voor grondige inhoudelijke toetsing.

Maar: het tijdpad verandert niet. De wet treedt in werking in 2028, óf wordt integraal verworpen. Aanpassen kan niet, de Eerste Kamer heeft geen amendementsrecht.

Banken, Brokers en Belastingdienst gaan zich nu voorbereiden op 2028. Wordt de wet alsnog weggestemd, dan zijn die kosten voor niets.

Mijn inbreng zou zijn: het belasten van aanwas is best elegant, maar niet in deze uitvoering. Die deugt namelijk niet:
https://t.co/OC2GyD2zHr

[Bart Mol @Bart_Mol]

The Netherlands is walking back its planned tax on unrealized gains.

Dutch Finance Minister Heinen just said the new Box 3 wealth tax law "cannot proceed as it is" and he's going "back to the drawing board."

"We are not deaf to the criticism," he said. "We want to move as quickly as possible to a system where you only tax actual gains."

[Crypto Rover @cryptorover]

💥BREAKING:

🇳🇱 The Dutch Minister of Finance has just announced that the 36% tax on unrealized gains has been canceled and that they will go back to the drawing board after strong public backlash.

[Eelco Van Hoecke @EelcoHoecke]

Stop de #asielinstroom en we houden elk jaar 24 miljard over.... Om eerder te stoppen met werken en de zorg op peil te houden.... Wie is voorrr?

[Dries Van Langenhove @DVanLangenhove]

Don’t worry. Von der Leyen says we are going to fix this with more taxes, regulations and windmills.

[tiempir.sol🎒⊙ @Tiempir]

@CEO_Stoned @MadLads @Backpack WAO

[Investing visuals @InvestingVisual]

If you’re wondering what you can do, signing this petition is a great start: https://t.co/MQ3RotNWgS

[Romano @RNR_0]

Claude, Start an administration war against the Dutch tax authority

Start with an custom objection, Request for payment, submit a Woo request to the Ministry of Finance regarding the feasibility test of Box 3

MAKE NO MISTAKE