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@0xADM94

Venture Investments | Compute Partnerships | On-Chain since 2016 | Views are My Own | #BTC #ETH

New York, USA Katılım Nisan 2018
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ADM@0xADM94·
Crypto is changing the rules of the financial world, yet most people don't understand it. Reminder: 1) Research 2) Manage risk 3) Diversify 4) Be patient Never underestimate the power of knowledge: it is the only way to navigate this new universe.
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ADM@0xADM94·
Ouch! Jump Accused of Contributing to Collapse of Terraform, Do Kwon’s Crypto Empire wsj.com/finance/curren…
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ADM@0xADM94·
Volatility is just the admission price for asymmetry. While retail panics over a 5% wick, smart money is watching global liquidity cycles and the 10Y yield. Flush the leverage, keep the thesis. We are just getting started. 🌊🐳📉📈 #WhaleThinking
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ADM@0xADM94·
Bring ZK to ETH!
ziskvm@ziskvm

This is the result of two year of hard work @ziskvm We are committed to prove Ethereum in real time Our Girona cluster (16×5090) delivers all requirements for real-time Ethereum proving: • 128-bit security target • <300 kB proof size • Post-quantum readiness • <10 kW power envelope We extend our appreciation to @drakefjustin and @eth_proofs team for the leadership and standards that continue to strengthen the Ethereum ecosystem.

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ADM@0xADM94·
@shanaka86 "AI startups hold $26.8 billion in Bitcoin as collateral for loans." Curious where you got this info from?
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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up. Here’s what they found. Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level. Here’s where it gets criminal. Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers. The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes. AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate. Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026. Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000. The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days. Fair value for Nvidia: $71 per share. Current price: $186. The math is simple. This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​ Read the full data driven deep dive article here - open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
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