ms.xph
125 posts

ms.xph
@ms_xph
Market Analysis | All Opinions Are My Own | Not Financial Advice




🚨BREAKING: $NBIS SECURES MASSIVE $META AI CONTRACT WORTH UP TO $27B " $NBIS, the AI cloud company, today announced a new long-term AI infrastructure supply agreement with $META, strengthening the collaboration between the companies. Under the five-year agreement, $NBIS will provide $12B of dedicated capacity across multiple locations, based on one of the first large-scale deployments of the $NVDA Vera Rubin platform. $NBIS will deliver this capacity starting early 2027. Furthermore, in connection with access to these $NVDA Vera Rubin deployments, $META has committed to purchase additional available compute capacity across certain upcoming $NBIS clusters up to a total of $15B over a five-year period. $NBIS currently intends to sell this capacity to third-party customers of its AI cloud business, with remaining capacity to be purchased by $META. The agreement has a contract value of up to approximately $27B.




The 21M cap is now functionally irrelevant because Jane Street can generate unlimited phantom exposure to Bitcoin through derivatives that never touch the base layer and never appear in any public filing.

we aren't even close to bottoming a straight-down nuke phase of this magnitude and duration never turns into a v-shaped recovery now we are waiting for full capitulation and then sideways pa for 6-12 months while we are going sideways, most will get fatigued and move on, leave crypto, declare it 'dead' only then can we resume a new bull market with months and months of up-only it will happen you just have to be patient $btc is still going to $1,000,000 believe








