Bitvizory

@Jai0xCrypto @megaeth Hyperliquid manipulation. They are trying to gain traction with premarket tokens same way as Binance

What happened here to @megaeth ?

@MarioNawfal Didn’t Modi started hiring international kols for propaganda now lol

THE COUNTRY TO WATCH OUT FOR IS NOT CHINA, IT IS INDIA Modi is playing Geopolitical chess better than anyone

@MarioNawfal lol he is uneducated taking India backwards

@MarioNawfal lol it’s trump would always take his words with a pinch of salt

🇺🇸🇮🇷🇱🇧 About an hour ago, Trump posted what may be his most significant message of this entire war, with a few very interesting lines... “The U.S.A. will get all Nuclear Dust" and "No money will exchange hands" Trump is claiming Iran will surrender its enriched uranium stockpile with zero financial concessions, no sanctions relief, no unfrozen assets Iran hasn’t confirmed this, but if true it would be a complete capitulation on their part "This deal is in no way subject to Lebanon" Trump is not just separating the tracks, he is removing Lebanon as a negotiating card entirely Iran wanted Lebanon included to extract more concessions, Trump just took that off the table and said he will deal with Lebanon, on his own terms, on his own timeline "Israel will not be bombing Lebanon any longer, they are PROHIBITED from doing so by the U.S.A." Trump publicly ordering Israel to stop fighting, with a 10-day ceasefire with Lebanon already in effect This is Washington telling the entire region: the fighting stops now, we decide when it ends, not Iran, not Israel, not Hezbollah What he is signaling is not just about Iran or Lebanon, it is about who is in charge of ending this war Trump just answered that question

@spectatorindex Looks like Iran exposed US military fragility 😅

The Pentagon has approached automakers General Motors and Ford about shifting some capacity to 'make arms and military supplies', according to Wall Street Journal.

@Polygun_ Polymarket account link?

🚨INSANE: Anonymous Polymarket trader makes $7,700 EVERY DAY trading on the Indian Premier League They have a 87.5% win rate.

@Jai0xCrypto @GeniusTerminal @yzilabs New scams from @BinanceLabs @yzilabs @cz_binance. Staying away from all their projects going forward. You can never beat scammers

/ @GeniusTerminal is now trading at an FDV of 500m, for a product not even worth 10m. best to stay miles away from @yzilabs backed projects including predict fun. Complete manipulation. Took a loss on Poly but that's the game and we move on.

@GeniusTerminal this is going to zero sooner than expected, who would trust a project who cant keep simple promise basis which it gained traction otherwise would have been dead already anyway

We’ve heard your feedback. We’ve worked diligently with our core team and advisors to make sure that our community is being prioritized and heard. You will see in our airdrop documentation that there is a new option called: “Refund”

@CryptoTeluguO @GeniusTerminal It will be zero after a year

🪂 @GeniusTerminal Airdrop details r out ☠️Binance backed projects always disappoint 🪙Total supply - 1B 🪙Airdrop - 21% 🤷But this Airdrop is split in 3parts 😅7% each in 3 seasons 📅Season 1 ended 10 April ✋Wait, that's not it.. 🤣Airdrop doc reveal that, this Airdrop comes with vesting 1️⃣First option 🔥Claim on TGE & burn 70% 😅Means u get only 30 tokens for 100 token allocation 2️⃣Second option 🔒Lock tokens for 1 year to claim 100% of allocation 🤣This project doesn't exist one month after claim, forget about year 🤔So actual Airdrop allocation is only 6.3% for 3 seasons 🤔What do u think? Should team remove this vesting or not? 🫵If team is reading this post, u may consider removing the vesting. 💙Like 🔁RT

@aspecta_ai @GeniusTerminal @GeniusTerminal turned out to be another scam. Did insider trading first on Polymarket and then changed the vesting terms lol

💎 @GeniusTerminal has updated its airdrop rules, leading to increased discussion. The implied FDV of $GENIUS on Aspecta Pre-Market is now above $238M, up 35.95% in 24h. 🔗 trade.aspecta.ai/projects/usdt/…

@Crypto_Pranjal @GeniusTerminal lol another scam

Genius Airdrop Comes with 1 Year Vesting… Just noticed @GeniusTerminal airdrop includes vesting if going for full allocation. There are two ways to claim: 1. Claim instantly with a 70% penalty 2. Or claim full amount with a 1 year cliff In simple terms, if eligible for 100 tokens and choosing instant claim, only 30 tokens are received while 70 tokens are burned. Going with vesting means receiving the full amount, but it stays locked for 1 year. No linear unlock, the entire amount unlocks after the 1 year cliff. Airdrop rules here: docs.tradegenius.com/rewards/airdrop What’s your take on this?

Full list of photonics stocks by sector with strong growth potential for 2026 and beyond - Photonic Materials and Substrates 1. $GLW 2. $LWLG 3. $AXTI 4. $ALMU Packaging and Assembly 1. $FN 2. $AMKR 3. $TSM 4. $GFS Lasers and Light Sources 1. $LITE 2. $COHR 3. $IPGP 4. $LPTH 5. $LASR 6. $LASE Optical Components and Transceivers 1. $AAOI 2. $OPTX Photonic Integrated Circuits 1. $MTSI 2. $POET 3. $AVGO 4. $MRVL 5. $CRDO Test, Sensing, Broader Photonics 1. $CIEN 2. $CSCO 3. $MKSI 4. $VIAV 5. $AEHR Bookmark this post for your research! Also check out earnings growths below-

@jussy_world It’s the same for any trading like F&O as well

Only 2.1% of Polymarket wallets have ever made $1k 0.58% made $5k+ 0.32% made $10k+ 15.9% profitable at all 840 people out of 2.5m made $100k+ And… 85% are losing money The house is winning

Photonic stocks are leading the market $LITE — Optical backbone of AI. Copper fails scaling. $400M backlog signals massive demand surge. $AAOI — Pure-play transceivers. 1.6T exposure. $1B+ revenue target. Demand exceeds supply into 2027. $ANET — AI networking king. Connects massive GPU clusters. Targeting $3.25B AI revenue by 2026. $AXTI — Critical laser substrate supplier. Hidden chokepoint enabling optical scaling across AI infrastructure.

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They do everything vertically integrated + captures optical cycle 5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now. 6. $DRAM - memory exposure for samsung/sk hynix 7. $AVGO - hyperscalers dont like nvidia gpu tax 8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time 9. $ARM - AGI CPUs scale revenue quite a bit over the next decade 10. $TSEM - you're going to need a foundry for light based stuff 11. $IBIT - bitcoin, we all know by now 12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google. 13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it. 14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america 15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild. 16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act) 17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon. 18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well. 19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important 20. $FN - Someone needs to assemble optical stuff 21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight? 22. $MP - American rare earths program is extremely important, similar to $INTC national security risks 23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long 24. $SMTC - LRO/LPO transition 25. $POWL - US alternative to hammond for switchgear DC type bottleneck 26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors. 27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains 28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity. 29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine. 30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE Just throwing out other thoughts aside from $AAOI and $AEHR.

@capy_onchain lol just devide everything by 2 to get realistic fdv

My FDV expectations for upcoming perp DEX launches Not gonna sugarcoat it, most of these won’t make it. Market got way more selective, capital is thinner, and farming meta is overcrowded. Out of dozens of perps, maybe 1–2 will actually deliver strong outcomes. The rest? Even in a better market underwhelming at best. Here’s how I see it: $750M+ @variational_io (Access code: OMNICAPY) $300–500M @pacifica_fi @extendedapp @nadoHQ @grvt_io @StandX_Official $100–200M @etherealdex @hibachi_xyz @DecibelTrade @01Exchange <$100M @tread_fi @risextrade @BullpenFi @reya_xyz @CarbonTerminal @Dreamcash The uncomfortable truth: People are still farming like it’s 2024, but FDVs are resetting hard. Point prices already reflect this. Late farming is expensive. Expectations are outdated. If you’re not selective now, you’re exit liquidity later. Curious where I’m wrong: Which perp did I underestimate?

@Jai0xCrypto these people have no shame left both @MetaDAOProject and @P2Pdotme. Probably they may not even refund and steal all fund. Wont be surprised with their scammy/shady practice so far in the sale

P2P sale on MetaDAO extended by 2 days and I have to revisit my Polymarket bets.. 😭

@metaproph3t It’s a pure scam from a team who has rugged before. They may not refund anyone and run away with fund alike space and many projects did

@P2Pdotme Looks like people from one time zone is very rich whereas other very poor 😂 may we know which time zone is that need to find their secret lol

The first 100 contributors did $47K The next 100 contributors did $4Mn Looks like a timezone issue 🫡

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February. Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance. The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible. 1st was Europe, which laid the groundwork. The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40. Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT. Europe was transformed from a customer with options into a captive market now purchasing its survival in USD. 2nd was Syria. The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean. The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed. This isolated Iran geographically & cleared the path for what came next. 3rd was Venezuela. In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily. The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone. Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to.. 4th is Iran & the Middle East energy shock. Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled. The only remaining scaled supplier? The United States. If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil. This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system. The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency. The structural repricing is happening regardless of how the conflict resolves. But the US grand strategy goes deeper.. Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths. By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale. The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas. On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls.. Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy. Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal. Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass. Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years. Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost. Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first. The US is seizing all 3.