Ran Neuner
20.6K posts

Ran Neuner
@cryptomanran
CNBC Crypto Trader , Founder Crypto Banter. Invest in protocols that will change the world-give them enough time to do their thing. Tweets not financial advice.
www.cryptobanter.com انضم Temmuz 2009
4.7K يتبع971.2K المتابعون

This war will cause a stock market explosion.
Every time oil has spiked due to war, risk markets have followed. And this one is far from over.
I'm joined by @HenrikZeberg live today to break down what that explosion looks like.
LIVE NOW on the Crypto Banter YouTube channel.

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The Fed messed up BAD.
They just admitted they have no idea what comes next. Dot plot filled out with zero conviction because they had to write something.
@HenrikZeberg joins me live today to break down what this means for markets.
LIVE in 40 MINUTES.
[link in comments]

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There is one chart that has predicted almost every market crash for the last 50 years.
The oil chart.
1973 oil shock > S&P 500 -41%
1990 Gulf War > S&P -16%
Russia–Ukraine 2022 > S&P -18%
The pattern is simple:
When oil spikes because of economic growth, stocks rise.
When oil spikes because of war, stocks struggle.
Right now oil has exploded from $58 to nearly $100 after the Strait of Hormuz disruption.
But the real danger isn’t the spike.
It’s the duration.
Oil shocks usually take 3–6 months to show up in inflation… and only after that does the Fed react.
Which means markets may still be in the early phase of the shock.
I went back through 53 years of oil crises to see what usually happens next.
Full breakdown in today’s video.
[Link in comments]

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They will find that other 0,07%!
The Kobeissi Letter@KobeissiLetter
BREAKING: Kim Jong Un has won North Korea's parliamentary elections with 99.93% of the vote.
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@adam3us Except that eventually the network becomes much smaller and the atack surface does same. Therefore the network is way less secure?
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@cryptomanran What happens to Bitcoin is simple: tick tock, next block! Difficult adjusts downwards, least efficient and AI switchers move out and Bitcoin mining profitability converges to AI profitability. QED.
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AI has killed Bitcoin forever.
It became Bitcoin mining’s biggest competitor.
Not another crypto.
AI.
Because both industries compete for the same thing:
electricity.
And right now, AI is willing to pay much more for it.
Bitcoin mining revenue per MW:
$57 – $129
AI data center revenue per MW:
$200 – $500
Same electricity.
But up to 8x more profitable.
That’s why miners are starting to pivot.
Core Scientific signed a massive AI hosting deal.
Hut 8 signed a $7B AI infrastructure agreement.
Cipher Mining cut its hashrate 51% to focus on AI compute.
So a new question is emerging:
If AI becomes the highest bidder for electricity, what happens to Bitcoin?
In my new video, I break down:
• Why miners are switching
• What it means for hash rate
• And the two scenarios that could play out for Bitcoin
[link in comments]

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