Joined April 2009
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7 Aug 2022
#Bitcoin made -50% during this period
7 Aug 2022
#CRYPTOTRUSTone Report on transactions August 2021-22, which were publicly in the channel t.me/ctrust (created on December 23, 2017) cryptotrust.one/public-trade…
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#BTC Data from 2010 for buying BTC during drops of more than 50% from ATH: 🟢 After 1 year – median return ↑124% 🟢 After 2 years – ↑414% 🟢 After 3 years – ↑826% Even more interesting: 96% of such purchases turned a profit within the next two years.
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ILYABOEV.COM retweeted
BREAKING: Vitalik just signaled the next evolution of DeFi. "Liquidation-free protocols are being built right now." Multiple teams working on his proposal to replace forced liquidations with an options-based system. This is bigger than it sounds. Forced liquidations are the single most destructive force in DeFi. Every market crash. Every leverage wipeout. Every cascade. Triggered by liquidations feeding on themselves. Vitalik wants to replace that entire mechanism. With options-based systems that give users a way out without getting wiped. If this works. DeFi becomes dramatically safer for everyone. The infrastructure is being rebuilt from the ground up.
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#психологияинвестиций Ментальная подготовка к управлению активами и финансовым рынкам👇 Управление активами — это не соревнование интеллектов, а соревнование нервных систем. Начните не с графиков, а с себя. cryptotrust.one/mentalnaya-p…
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ILYABOEV.COM retweeted
🚨 SPACEX IS ABOUT TO REPEAT TESLA 2010 And nobody is ready for what will happen. 2010: Tesla goes public. $1.13 → $2.03 Everyone said the same thing: “This is the future.” “Elon is changing the world.” Then came the part nobody talks about: Tesla collapsed 50%. $2.03 → $1.00 In days. Now look at today: 2026: – SpaceX just went public – 30% from the IPO price at launch – Biggest IPO in market history – Everyone is calling it “the next Tesla” But there’s one thing… Tesla 2010: - Small valuation - Post-crash market - Low expectations - No trillion-dollar exit SpaceX 2026: - $1.75T IPO - Retail access opened at the last second - The stock market is at the most overvalued level in history That is not the same opportunity. Most people think Tesla 2010 means straight up forever: Yes, Tesla pumped first. Then it destroyed everyone who chased it. That is the part they leave out. Now SpaceX has the same Elon premium. The same future narrative. But much worse timing. So now you have two choices: Chase the most expensive IPO in history after a 30% launch pump… Or understand what Tesla 2010 already showed you. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
Jun 12
JUST IN: SpaceX begins trading at $150
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ILYABOEV.COM retweeted
🚨 SPACEX MAKES ITS STOCK MARKET DEBUT AT A RECORD $135 PER SHARE The blockbuster IPO is expected to create more than 4,000 employee millionaires overnight — and could put Elon Musk on track to become the world's first trillionaire. | @ChanleySPainter
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ILYABOEV.COM retweeted
The SpaceX IPO has attracted over $70 BILLION in retail orders alone. For perspective, SpaceX is raising $75 billion, meaning retail demand by itself is almost enough to absorb the entire offering. History is worth keeping in mind. • Saudi Aramco, the largest IPO before this, raised $29.4 billion and initially rallied before falling roughly 50% below its IPO price. • Alibaba followed a similar path. • SoftBank did too. The pattern is familiar: strong debut, peak euphoria, then a deep correction. Reports are even emerging of investors taking out bank loans to gain exposure to the SpaceX IPO. That level of enthusiasm is often a sign that expectations have become extremely elevated. Could SpaceX rally after listing? Absolutely. In fact, I think that’s the most likely short-term outcome. But if history repeats itself, the real opportunity may come after the excitement fades, not during it. I’ll happily wait for the dip rather than chase the hype. What about you?
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ILYABOEV.COM retweeted
Jun 10
I'll buy Space X after 12 months.
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#SPCX ❗️❗️❗️ Don't use stereotypical patterns in the markets. The crowd is wrong 95% of the time. I talk a bit about this here (t.me/ilyaboev_com/5302) 👈
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"#HODL IS DEAD, #TRADING IS KING! ⛏ The obvious numerical answer why the 'Buy and Hold' strategy has been dead for a long time.
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Всем салют!🚀🚀🚀 13 июня в 13.13 по Москве, пройдет закрытый вебинар на тему: “Риски и возможности рынка” Если интересно, пишем сюда : t.me/BG_support_CT - “Интересно”. В день мероприятия придет ссылка на jitsy meet (установка приложения не требуется )
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ILYABOEV.COM retweeted
$BTC IS 252 DAYS INTO A 400 DAY BEAR MARKET In 13 years this cycle has never broken its structure: 1. Bear market for ~364-400 days 2. Bull run for ~1064 days This pattern has played out three times without a single deviation We are 252 days in right now That leaves roughly 112-148 days until the bottom Do the math: October 2026 Many will say this time is different - ETFs, BlackRock, institutions Every cycle had its own reason to be different - none of them were This pattern ignored all of them Why would this time be different? FOLLOW NOTIFS ON!
BREAKING: 60% chance Bitcoin hits $50,000 before $100,000
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ILYABOEV.COM retweeted
Bitcoin is now hovering at the exact level where EVERY bull trap ends. Next week, another bearish rejection will send $BTC back to ~$43,000. $63K → $66K → $52K → $50K → $48k → $43K Scenario 1: → $48K in few days Scenario 2: → $43K by July Scenario 3: → $32K by September Scenario 4: → $150K by February Remember, I've predicted every major move for 12 years. I was the only one publicly calling the exact bottom at ($16k) three years ago and the top at ($126k) in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on.
Bitcoin Is Setting Up The Biggest bull Trap Of This Cycle. One final push toward $65,000. Don't get trapped in another failed relief rally. $BTC will dump to $48,000 in 14 days. Don't become exit liquidity.
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ILYABOEV.COM retweeted
For anyone planning to dollar-cost average into Bitcoin $BTC ahead of the next bull market, these are the levels I’m tracking: • 200W SMA: $62,800 • 300W SMA: $55,000 • 400W SMA: $42,500
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ILYABOEV.COM retweeted
AI BUBBLE JUST REACHED THE DOTCOM PEAK Look at this chart carefully 2 bubbles and 2 parabolic runs. Both peaking at the exact same level Last time this level printed - it was 2000 Everyone was right about the internet back then But it didn't matter Right now everyone is right about AI The chart is at the exact same peak Draw your own conclusions FOLLOW NOTIFS ON!
EVERY WEEK THIS CHART GETS MORE ACCURATE This is the Dotcom crash overlaid on today's S&P 500 Most people look at this and say it's a coincidence I said that too Three months ago. Then last month. Then this month At some point you stop calling it a coincidence Am I wrong?
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ILYABOEV.COM retweeted
ANTHROPIC IPO VALUATION: $950B SAMSUNG VALUATION: $850B ANTHROPIC REVENUE: $20B SAMSUNG REVENUE: $230B You keep claiming AI is not a bubble, right?
🚨 DOT-COM 2.0 IS ALREADY HERE A $2 trillion AI economy built on the same dollars being passed in a circle I'm not being dramatic. The accounting trick is right there in the filings The scariest part? It's all 100% legal Here's how it works: A tech giant gives an AI startup billions in "investment." The contract forces that startup to spend the exact same money renting servers from… the tech giant. The tech giant then books that server usage as brand new "cloud revenue." Translation: they're paying themselves with their own money and calling it a sale. Look at Microsoft and OpenAI. Microsoft "invested" $13 billion in OpenAI. Most of it never left Microsoft - it was cloud credits that could only be spent on Microsoft servers. OpenAI used those credits to train its models. Microsoft turned around and recorded that exact spend as new cloud revenue That's why OpenAI's annual cloud bill is now $60 BILLION For a company doing only $25 BILLION in actual revenue It's not a customer. It's a recycled funding loop Anthropic runs the exact same script: $2.66 billion paid to AWS in 9 months - basically 100% of everything Anthropic earned. And it gets worse Every time these AI startups raise at a higher valuation, the tech giants mark up their equity and book the paper gain as PROFIT. Q1 2026: ➮ Alphabet reported $62.6B in profit. $28.7B of it (nearly half) was just a paper markup on Anthropic. ➮ Amazon reported $30.3B in profit. $16.8B of it was the same Anthropic paper gain. While Amazon was reporting record profits, its actual free cash flow collapsed 95% to just $1.2 billion Because they had to spend $44.2 BILLION in REAL money building data centers Real cash going out. Paper "profits" coming in Now here's where it gets dangerous: ➮ Microsoft has 49% of its $627 billion future backlog tied to OpenAI alone ➮ Oracle has 54% of its $553 billion pipeline depending on OpenAI alone Trillions of dollars of "demand" resting on one or two unprofitable startups If this all sounds familiar, it should This is 2001 all over again Back then, Global Crossing and Qwest swapped identical fiber-optic capacity with each other just to book fake sales Qwest had to erase $1.4 billion in fake income Global Crossing went bankrupt The only difference between then and now? The dot-com swaps were illegal Today's AI loop is fully legal under current accounting rules That's not a comfort. That's a warning Legal doesn't mean safe. It just means nobody can stop it before it blows up And here's the part most people don't realize: Every 401k, every index fund, every retirement account in America is being forced to buy more of these tech stocks every month. The loop inflates the stock prices The funds chase the prices The chase inflates them further Until the day the music stops and there's no real cash underneath. Don't worry though - my system flags the exact moment the market shifts from caution to DANGER. You'll be warned before it hits, like always. All you need to NOT miss my next call is to keep NOTIFS ON
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ILYABOEV.COM retweeted
🚨 MICHAEL BURRY WARNS THREE UPCOMING IPOs COULD COMPLETELY CRASH THE STOCK MARKET. Michael Burry reported that the upcoming public listings for SpaceX, OpenAI, and Anthropic are going to pull more capital out of the market than the entire dot-com wave of 2000. Adjusted for inflation, just these three companies will raise more money than the hundreds of tech firms that flooded the market at the peak of the 2000 bubble. The historical data from 2000 shows exactly why this is dangerous for stocks. That year, the market saw 446 IPOs raise a record $108.15 billion. The Nasdaq peaked on March 10, 2000, at the exact moment this massive supply of new shares hit the market, right before crashing 80%. The crash happened because of a simple liquidity drain. When giant companies go public, big institutional funds need cash to buy the new shares. To get that cash, they have to sell their existing stock positions. This creates immediate selling pressure on the most expensive tech stocks. Today, the setup is identical but much more concentrated. Instead of hundreds of small startups spreading out the drain, just three mega companies are absorbing the market's capital. This directly impacts current market leaders. Microsoft has 49% of its $627 billion cloud backlog tied to OpenAI, and Oracle has 54% of its pipeline dependent on it. The same big funds that need to buy the new IPOs are the ones currently holding these tech giants. In the first quarter of 2000, the average IPO nearly doubled on its first trading day because cash was easily available. By the fourth quarter, capital markets dried up. Gross IPO proceeds collapsed 63% in a single quarter, and average first-day gains dropped to just 14% as companies rushed into layoffs and bankruptcies. When an unprecedented amount of money is pulled out of existing stocks to fund a single massive IPO wave, the broader market historically runs out of the liquidity needed to sustain its peak.
Community note
Michael Burry stated that SpaceX, OpenAI, and Anthropic IPOs "will not have that impact" on the bull market, contrary to claims in this post. finance.yahoo.com/markets/stocks… stocktwits.com/news-articles/…
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#твердогибкоемышление,#BoevLog,#50X Обновляю контент на Youtube, немного о себе, крипте и твердо-гибком мышлении. youtube.com/watch?v=krsc_5Sg…
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ILYABOEV.COM retweeted
The S&P 500 has been doing the same thing since 1920 and almost nobody frames it correctly. A new technology arrives. Markets expand for roughly 25 years while that technology reshapes the economy. Then a short consolidation. Then the next technology arrives and does it again. 🔸Electronics: 24 years of expansion. 🔸PCs and internet: 25 years of expansion. 🔸AI and smartphones: we're in year 15. Every single consolidation phase felt like the end of the world. Every single expansion phase felt "too extended" by year 10. We've been in "too extended" territory for about 5 years now. The last two cycles ran for another decade after reaching this exact point.
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ILYABOEV.COM retweeted
⚡️Mixero now routes Bitcoin and Ethereum through Monero for privacy. BTC → XMR → BTC ETH → XMR → ETH Other chains are borrowing Monero's privacy because they don't have their own. If XMR is "dead," why is it everyone's privacy layer?
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ILYABOEV.COM retweeted
$BTC cycles: 2015–17: 12 Jan -> 11 Dec: 1065 days 2017–18: 11 Dec -> 10 Dec: 365 days 2018–21: 10 Dec -> 8 Nov: 1066 days 2021–22: 8 Nov -> 7 Nov: 365 days 2022–25: 7 Nov -> 6 Oct: 1065 days 2025–26: 6 Oct -> 5 Oct: 365 days but of course it’s just a coincidence…
Most are reading current crypto market wrong I called the EXACT cycle top using a pattern that's worked 3 cycles in a row Following this pattern, I made $6M from $8k When crypto bottom? When BTC reclaim ATH? How to make 100x this cycle? 🧵: The answers👇
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