3.125 🔜 1.5625

Elon Musk holds roughly 6.4 billion $SPCX shares (~42% equity stake), so each $1 change in share price alters his net worth by about $6.4 Billion!

You think you’ll work less bc of AI, but when you can build anything or solve any issue in minutes all your time is consumed by increased demand & throughput. My engineers now deliver at the rate of a team 5-10x our size, and our capabilities are expanding daily.

Smartest thing she can do is never refinance privately, always pay the minimum, and keep the loans federal so they always stay in her name and die with her. Her spouse will never be responsible if anything happens to her and neither will her kids.

$ZEC and $AIOZ were both strong performers during the recent market recovery. As you know, I rotated out of AIOZ into ZEC a couple days ago. If you're still holding AIOZ after the earlier call, stay cautious- set limit orders to lock in profits. Watch for slippage on market sells given the thinner liquidity and order book depth. Take wins and manage risk. Sticking with the ZEC position for now. I still see recovery potential toward $550–$650 . Stop loss sitting at $380.

If Bitcoin buyers in 2030 are lucky, 126K will become a bottom.

Rotated out of $AIOZ and added a $ZEC position last night at $405. Hesitant on the Orchard vulnerability, but the fact that it kept pumping despite a literal infinity print bug tells me it was unlikely to have been exploited. If it was, we should’ve seen it crash as exploiters drained liquidity. Instead it kept rising and that performance speaks more to its strength. My bet: at minimum, a recovery to the recent pre-crash levels of 550-600. From here that means a high conviction 40-60% gain. Still like $AIOZ long-term, but with bittensor:native dominating the AI narrative with a much lower volatility profile- AIOZ has time before it sucks in liquidity. ZEC feels like the better play for now. I may rotate back once we see fresh inflows and initial bursts of momentum. Higher liquidity cleaner near-term setup wins.

Bitcoin TA Update - Classic double bottom on BTC daily/weekly at 60K. Two solid tests of the lows, now higher lows on the bounce needed for a textbook W pattern. Support = 59-60K, bullish if we hold. Breakdown and we target 48-55K. Initial bullish confirmation at 65-68K.

AI may be building one of the biggest capex bubbles we’ve ever seen. The risk is circular growth: Nvidia invests in AI companies → AI companies commit to massive cloud spend → cloud providers buy more Nvidia hardware. Works only while liquidity is abundant and valuations keep rising. Once expected revenue doesn’t show up fast enough, the liquidity unwinds and hits the entire equity market. My bet: AI/compute is already pulling liquidity away from Bitcoin. BTC is "old news" while capital chases Nvidia, cloud, private AI, Anthropic, SpaceX, and compute infra. This is why Bitcoin is already be decoupling from equities, and when the AI/compute trade starts unwinding- equities take the hit. The printers turn on. Capital beings to hunt for an asset with no capex cycle, no dilution, no board, no vendor financing loop, and no circular revenue game. That’s where Bitcoin gets interesting again.

Where you were. Where you are. Where you’re going. The BTC version. Every Bitcoiner lives this chart.

When it comes to $EGLD, part of me wants to accumulate- the multi-sharding and scalability tech is still strong. However, tough competition (especially Solana), limited user growth, and most L1s getting left behind last cycle makes me hesitant. Great tech is nothing without users. The XMN rollout and heavy dilution of UTK holders also left a bad taste. The team didn’t address any of my concerns at the time and the chart speaks for itself. Still needs work to rebuild trust.

Like every all time high, when Bitcoin first hit $60K they called it a bubble- they said "highest it'll ever go." Now it's at $60K and they're saying it's dead. 🤣

It's hard not to accumulate value buys in this setup. Went deeper on BTC and added a long term AIOZ position. One of the most mature full-stack AI/DePIN projects (compute storage streaming) at a tiny ~$70M cap. Not fully sold on the streaming side yet, but it's hard to imagine it won't benefit massively from exploding AI compute demand over the next 12 months. If I'm wrong, I'll eat the loss and move on. But it feels like a high conviction bet. Still hunting other 10-100x opportunities in the speculation bag. What are you accumulating?

The Bitcoin daily chart is now one of the most oversold it's been since Nov 2018 and March 2020- even surpassing the 2022 bear market bottom. Short-term holders are realizing the heaviest losses in BTC history. We're hitting the panic selling / capitulation phase, yet sell volume remains relatively structured. That tells me accumulation is building at these levels, along with long positioning. A close under 60K (and a quick flush to 50-55K) would be the perfect setup: force whales to load up, liquidate the weak hands and shorts, reset RSI to true bear market extremes, print a TD9, and trigger every major technical buy signal in one go. Capitulation complete = spring loaded reversal.

Once Mythos is out, we are going to see this happen to a lot of chains.

We have people calling for 40K lows this year and others calling for 1.5M by the end of next year.

Oh the bear markets, how I haven't missed this. Nothing like seeing 5 years of gains wiped out.

It’s been a minute since I went through the major alt charts. The bad news: most have taken a brutal beating. The good news: if an alt season occurs again, projects with real communities will go parabolic fast. For the first time in two years even I’m on the verge of opening positions just because everything is so cheap. We’re basically in a coiled spring setup right now- just waiting for capital rotation to kick in. Existing current investors and former investors on the sidelines coming back in could drive 20-50x moves. The question I’m considering: what do we watch for the signal?