Be Crypto Research

@richardseiler $RNDR $TAO $INJ all benefit when the physical layer of AI keeps scaling like this fr.

🇺🇸 Construction in the US is booming Not just in homes but mostly in data centers More than any other construction category Chips, storage devices, DRAM , cooling all need a place to live. This is the Ai economy

@cryptorand Will be better than Powell for sure

@cryptorand got fired and turned the memo into a thesis. wild pipeline.

Meet the 22 year old guy with no investing experience who got fired from OpenAI, wrote 165 pages predicting the future, and used it to build a $5.5 BILLION portfolio. His previous employer was Sam Bankman-Fried. Leopold Aschenbrenner was born in Germany around 2001. Both parents were doctors. He enrolled at Columbia University at 15 and graduated as valedictorian at 19. Economist Tyler Cowen called him a prodigy. He co-founded Columbia’s Effective Altruism chapter. That network led him to the FTX Future Fund, a philanthropic initiative funded by Sam Bankman-Fried’s cryptocurrency exchange. He resigned before FTX collapsed. There is no evidence he knew the money was stolen. In 2023, he joined OpenAI’s Superalignment team, working under Ilya Sutskever on the problem of controlling AI systems smarter than humans. After a hacker breached OpenAI’s internal messaging system, Aschenbrenner wrote a memo to the board arguing the company’s security was insufficient to prevent theft of model weights by China. He received a warning from human resources. In April 2024, OpenAI fired him. He said he was told explicitly that the security memo was the real reason. One month later, the Superalignment team was dissolved. Sutskever left. Two months after being fired, Aschenbrenner published “Situational Awareness: The Decade Ahead.” 165 pages. It predicted AGI by 2027. Ivanka Trump praised it publicly. The University of Rochester made it required reading. “Everyone is now talking about AI,” he wrote, “but few have the faintest glimmer of what is about to hit them.” In September 2024, he launched a hedge fund named after the essay. He reportedly put in nearly all of his personal net worth. Patrick and John Collison of Stripe backed it. So did former GitHub CEO Nat Friedman. Investors agreed to lock up their capital for years. The thesis was one sentence. AI labs need power, compute, storage, and bandwidth. Nobody was buying the companies that supplied them. He bought Bloom Energy. Fuel cells for data centres. Lumentum. Optical components that move data between chips. Call options on CoreWeave, a GPU cloud company most investors had never heard of. Core Scientific, a Bitcoin miner pivoting to AI hosting. IREN. Riot Platforms. Hut 8. 20.2 MILLION call options on Intel, a chipmaker Wall Street had written off. Top 10 positions accounted for 86% of the portfolio. No venture capital. All public markets. In the first half of 2025, the fund returned 47% after fees. The S&P 500 returned 6%. By December 2025, the fund’s 13F filing disclosed $5.52 BILLION in U.S. equity and options positions across 29 holdings. Actual assets under management were estimated at $1.5 BILLION. The rest was leverage. Options-heavy, concentrated, thesis-dependent leverage on a single prediction. He is engaged to Avital Balwit, the chief of staff to the CEO of Anthropic, OpenAI’s largest competitor. In 2024 she wrote that the next five years might be the last years she works. Her fiance built a fund on the same belief. The career so far: valedictorian at 19, a job at a charity funded with stolen money, a safety team that no longer exists, a firing, a 165-page prediction, and $5.5 BILLION in leveraged bets that it all comes true by 2027. He has been right about everything so far except the places he chose to work.

@richardseiler @BNBCHAIN @binance @RR2Capital $800 is not even the full story here.

Momentum building for $BNB Not long to get out of this range and expect an explosive move to the upside Clear skies too $800

@richardseiler $LAC up 90% year over year and nobody cared until now.

Update on $LAC - another strong leg up today 10% on the daily Broken up over the RZ 618 fib Needs to close and flip this level

@richardseiler @nvidia @AMD @intel @RR2Capital Intel chart is a different animal right now.

Things change quickly It wasn't long Nvidia were dominating all mentions in chips given the recent price action from Intel and AMD you can see clearly things have shifted Once again the 'America First' agenda starting to prove a worthy narrative

@cryptorand What about $ZEC and $TAO

Amazing weeks at the Discord Group: Spot plays like $INTC at +140% and $GOOGL at +33%. Leveraged plays like $AR at +105% on 5x and $CTSI at +130% on 10x. Every single one shared with entry and TP in advance. All details: discord.gg/rand

@cryptorand @CryptoCapo_ Holy fuck

@CryptoCapo_ RELEASE THE BEAST x.com/cryptorand/sta…

Potential quick pullback to 78k-80k, to shakeout late longs. Then bullish continuation to 85k-90k. Let's see.

@cryptorand Fire, straight to $2,000

$ZEC is cooking, are you ready?

@richardseiler @Polymarket @RR2Capital Vance at 55 to 39 in a year is a slow bleed, not a crash.

Vance lost 16 points in a year and Rubio tripled his odds Meanwhile Don Jr's line looks like a heart monitor on a patient who gave up Never count the dark horse out but also maybe count this one out

@cryptorand does she have OF?

still shorting babe? not gonna make it...