Adam Hayes

@cryptorand So… will @Meta refund the quest users?

⚠️ Meta is shutting down its Metaverse, a $80 Billion collapse: In 2021, Mark Zuckerberg was so confident in the metaverse that he renamed his entire company after it. Facebook turned into Meta. The stock immediately lost $700 billion in value. That should've been the sign. But instead of pivoting, he doubled down. Then tripled down. Then quadrupled down every single year for five straight years. Each year the losses grew. Each year the vision stayed the same. Each year fewer people cared. Peak users: 300,000. The target was 1 billion. He missed by 99.97%. 20 million headsets sold. More than half abandoned within six months. Turns out people don't want to attend meetings as a cartoon with no legs. 21,000 employees fired. 1,500 more from Reality Labs alone. And now, Horizon Worlds is officially shutting down in June 2026. $84 billion spent. The most expensive product launch in corporate history. And the legacy? A company that changed its name for a product nobody wanted, built a world nobody visited, and burned more cash than most countries produce. The metaverse was never the future. It was one man's $84 billion bet against reality. And reality won.

@richardseiler @tether @ethena @worldlibertyfi @MakerDAO @SkyEcosystem @PayPal @RR2Capital The thing everyone wanted to disrupt just became the most efficient version of itself.

Clarity needs to happen soon ⏱️ Stablecoin market consolidation is very extreme $USDT and $USDC control $263B of the $315B total market The biggest 'crypto' success is literally just digital dollars that work 24/7/365 ⚡️

@cryptorand Miners producing coins they cant even sell anymore.

Institutions are now buying 3x more Bitcoin per month than miners can produce. Last time this happened Bitcoin doubled in 4 months.

All eyes are on @opentensor literally 👀 $TAO captured 68% of all AI token mentions this week $FET and $RENDER combined still couldn't match it Social momentum predicts where the money flows next (or has already flowed 🌊)

@richardseiler @opentensor @Fetch_ai @RR2Capital Social volume leads price action every time.

@cryptorand This is what happens when you chase five cent per kilowatt hour power in a war zone. Amazon already got hit in early March. Insurance underwriters are probably having a field day right now.

⚠️ AI Data Centers Under Threat: $50 billion in AI infrastructure is currently being built inside Iranian missile range. Microsoft, OpenAI, Oracle, Nvidia... Over 200 data centers, all within striking distance of the Iran regime.

@cryptorand The thing people are missing is that even the best case scenario has gas at four dollars. We've already seen crude double since late February and the strait is still basically shut. Strategic reserves buy you weeks not months.

⛽️ US Gas Prices Forecast: 🔴 Prolonged escalation peak: $5.4 🟡 Gradual de-escalation peak: $4.5 🟢 Rapid ceasefire: $3.95

@richardseiler The data shows a deep cultural split in how people view wealth. China and India stack physical gold while the US buys equities. When the dollar finally loses its grip this gap matters more than anyone thinks.

🇨🇳🇮🇳 China and India consume 1.5 tonnes of gold annually That's more than the next 8 countries combined 🇺🇸 US sits at just 175 tonnes despite being the world's largest economy While US buy stocks Asians buy gold its all about $ hedge these days Hey Bitcoin you watching 🤨

@richardseiler Peaq launching robot money infrastructure while most are still figuring out NFT utility is interesting timing. Over 60 live DePIN projects already deployed. This narrative shifts from speculation to adoption when humanoid robots hit mass production.

Peaq is one of those projects that will grow in relevance every day 💡 I knew this when I met the team years ago. And I know that now Sometimes you are just early to game, they were And here they go into the new phase ⚡️

@cryptorand Classic playbook here. Fuel spikes on Strait of Hormuz disruption, airlines raise fares immediately, and when crude eventually falls they just pocket the difference. Cathay just doubled their surcharges and theyre not calling them temporary.

✅ Good news: this jet fuel spike might not be permanent ⛔️ Bad news: airlines will pretend it is for the next 3 years.

@richardseiler @RR2Capital @bp_plc @Shell Macro shocks hit everything at first. But gas stays high until wars end, crypto bottoms when leverage clears. We're probably closer to the bottom than most think.

Petrol or as you Americans call it 'Gas', went from $2.90 to $3.48 in a month ⛽️ and more expected Meanwhile my portfolio went from green to red in the same timeframe 📉 At least gas pumps are more reliable than crypto pumps 😅