Bluegianτ

@rektfencer Such bs drama lmao. Consequences of Covid and this financial tightening caused this, not your hype IPOs.

🚨 THIS IS NOT LOOKING GOOD SpaceX, OpenAI, and Anthropic will go public at the same time. That will force the market to absorb $200 BILLION of new supply. When that happens, funds don't find new money out of thin air. They sell what has already gone up. NVIDIA, SK HYNIX, Micron, INTEL: those are the bags that will get cut first. And if the leaders dump, the S&P 500 dumps with them. We saw the same pattern after COVID. Hype IPOs flooded the market --> liquidity got tighter --> air came out fast This time, the AI bottleneck trade looks even more crowded. Watch the upcoming IPOs closely. That's where you may first see what the market is forced to sell.

@GlenWilsonIA @RintaroOkabe03 @CartisMyMommy @HedgieMarkets Those companies will stop to exist. The incentive for every company is to spend on AI to outcompete its competitors’ run for efficiency or it will fail on the short term horizon. We’re seeing a balancing act in finding the right price for companies to use AI. Will level out.

Exactly. It's not going to be cheap and it's going to take decades. There are companies still using machines built in the 70s and 80s because it makes no sense to spend tens of millions to retool every decade. They might get a few newer machines, but most factories are not going to switch to AI without at least a decade of industrial use proving their reliability and cost savings.

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

@leevalueroach Borrow and buy bittensor:native is the full story here

In a hyperinflationary environment, the single most important financial decision you can make, and the one almost nobody who lives through one is psychologically prepared to make, is to maximize fixed-rate, long-duration debt against productive assets, because the entire mechanism of hyperinflation is a wealth transfer from creditors to debtors, and the only question that matters, in the moment it begins, is which side of that transfer you have positioned yourself on. The math is brutal in its simplicity. If you owe a bank $400,000 at a 30-year fixed rate of 6%, and the currency loses 90% of its purchasing power over five years, you are, in real terms, paying back the bank in lottery tickets. The house you bought with that loan retains its real value, because it is a physical asset that the inflation cannot touch. The bank, which lent you future dollars and is now receiving past dollars, takes the loss. You take the gain. The transfer happens silently, invisibly, on the loan amortization schedule, every single month, while the people around you who saved in cash, held bonds, or refused on principle to take on debt watch their lifetime savings evaporate in real time. The Weimar industrialists who emerged from 1923 with their fortunes intact, and in many cases multiplied, were not the ones who hoarded gold or moved their assets to Switzerland. They were the ones who borrowed aggressively, in the local currency, at fixed rates, against factories and farms and apartment buildings, and let the inflation pay off the debt while they collected rents and revenues that repriced upward with the currency. The same pattern played out in Hungary in 1946, in Argentina in the 1980s, in Zimbabwe in 2008, and in every other major inflation event of the modern era. The borrowers won. The savers lost. The people in the middle, who tried to be cautious and hold cash and wait for clarity, were the ones whose lives were quietly destroyed. The reason almost nobody acts on this knowledge in advance is that the human brain treats debt as danger, and treats saving as safety, and these instincts are correct in stable monetary environments and exactly inverted in unstable ones. The middle class, which has been trained for generations to fear debt, is structurally the worst-positioned group when the currency starts to fail. The wealthy, who use leverage as a tool, and who hold the productive assets that the leverage was used to acquire, are structurally the best-positioned. The asymmetry is not an accident. It is the entire mechanism by which monetary debasement transfers wealth from one class to another, every time it has happened, in every country it has happened in, for as long as currencies have existed. You do not need to predict the timing. You need to structure your balance sheet, in the years before the event, in a way that benefits if it arrives. Fixed rate, long duration, productive assets. The trade has worked for 400 years. It will work for the next 400. Almost nobody will run it, because almost nobody is willing to be the person who took on debt while everyone they know was paying theirs down, which is, as it has always been, the entire reason the people who do run it end up owning everything on the other side.

$TAO by @TAO_dot_com is now live on Solana via @sunrisedefi

@AndreasSteno At least a TACO from his tweet from Saturday threatening to bomb power plants and definitely muddling through keeping markets hopeful and afloat.

Hmm, I guess this is a TACO or?

@rob_svrn 1 $TAO = 1 $BTC

we’re getting close to witnessing what could be the most violent tokenomic flywheel in the history of crypto $TAO an ETH ICO demand shock intersecting with a BTC halving supply shock during a hard takeoff with AI and the event horizon of singularity within view

@wierdduk Hoeveel Nederlanders zullen hier zo over denken? En hoeveel daarvan komen daadwerkelijk in actie? Wat hier gebeurt is absurd, maar Nederlanders zijn murw als het aankomt op de politiek en nemen de moeite niet meer om er iets tegen te doen. Geen vertrouwen dat er geluisterd wordt.

“We hebben onze eigen energie in de bodem zitten. Absurd om die niet aan te boren”: instagram.com/reel/DVbFg0jjD…

@dgt10011 Great piece! Felt the same while reading: the move up will be relentless as well.

Gold bugs panicking during a 13% intraday bloodbath (Bitcoin mcap vaporized, safe haven muhh) Crypto space: ‘Cute. Survived 80% drawdowns and still 10x-ing everyone long-term.’ #Gold #Bitcoin

@CollinRugg Watch the whole thing instead of cutting specific parts youtu.be/iWyKfCqh8IY?si…

NEW: Finnish President says Europe can defend itself without the U.S. before saying 11 minutes later that he never said Europe could defend itself without the U.S. Alexander Stubb: "Can Europe defend itself? My answer is unequivocally yes... without the Americans." Journalist, moments later: "You said earlier that Europe can defend itself without the Americans..." Stubb: "Not exactly. That's not a quote."

@FluentInFinance So much drama… chart shows change in sentiment in the housing market since early 2025, nothing more to see here.

The definition of broken: United States housing data shows home sellers now exceed buyers by over 530,000, the largest imbalance ever recorded, per Redfin. Do you realize what's happening?

@shanaka86 Burry placing bets to make up for the losses he made betting against the market since 2008.

BURRY’S FINAL WARNING: The $9.2M Bet That Ends Silicon Valley The man who called 2008 while Wall Street laughed just walked away from public markets forever. Michael Burry didn’t just short Palantir. He executed the most asymmetric trade in financial history: $9.2 million for the right to collect $240 million when AI collapses. That’s 2,600% returns when the bubble pops. The Numbers Don’t Lie: Palantir: 449x earnings. Trading at $184. Burry’s strike: $50. NVIDIA: Burning cash on chips obsolete in 36 months, depreciating them over 10 years. The entire AI sector: Hiding $176 billion in fake accounting through 2028. This is Enron mathematics. This is subprime CDOs wearing a silicon mask. What Nobody Sees: Big Tech spent $200 billion building AI infrastructure in 2025 alone. Revenue growth? Under 20%. The energy costs? Enough to power entire nations. The depreciation fraud? Bigger than anything in corporate history. Burry spotted it. Filed his 50,000 put contracts. Then did something unprecedented: he deregistered his entire fund on November 10th, vanishing from regulatory oversight exactly like he did in 2008 when the pressure broke him. This Is Not A Trade. This Is A Prophecy. When Palantir’s CEO called him crazy, Burry went silent. No defense. No explanation. Just one cryptic post: November 25th. Something unchained. He’s not managing money anymore. He’s not playing games. He placed the bet, walked away from the table, and left instructions for what comes after. The man who warned us about housing while banks collapsed is now warning us about AI while tech soars 173% this year. Last time, it took 18 months to be proven right. Last time, he made $100 million and nearly lost his mind. This time, he’s not waiting around to watch.​​​​​​​​​​​​​​​​ Full article here - open.substack.com/pub/shanakaans…

Must watch! This is truly a masterpiece by @evert_scott Incredible job! Mad amounts of respect for pulling the is off.

Are you ready for way-way-way higher? Spring is loading for $TAO Highest price within 1 year from today:

Global liquidity is increasing fast while risk assets follow and appreciate in dollar equivalent. Most assume this run will end this year, but if FED is getting a new chairman next year which lowers rates like Trump wants, will this run extend into 2026?

The problem with rushing to nuke Root APY is that most people aren’t ready or willing to take the leap into alpha tokens Most $TAO stakers aren’t confident in their ability to evaluate or navigate the #dTAO world For most, Root is still the safe option.. stable and low maintenance Remove that too quickly and the likely response isn't that they'll rotate capital into alphas.. it’ll probably just push them to exit entirely That capital loss just weakens #Bittensor's foundations It fragments everything, discourages new investors and makes the ecosystem a smaller playground for us early movers Yes, Root APY needs to decline.. and it already is But moving too fast doesn't accelerate adoption of subnets.. It just narrows everything You have to give people a reason to want to convert.. You don't remove the training wheels before people have even found the pedals $TAO

@ScienceGeeknl Would have been nice for you as science journalist to mention this hole is 0,3-0,4 mm small. Here you go.

@Dray92527789 @TAOHash is going up together with $Tao. Thesis not proven at all.

$taob breakout of this range, subs going down back to 1.8 ish $sn. funny how the thesis $tao up subs down worked but apy bro yeah sure lol

Sat for my first public interview in four years. Great to catch up with @RaoulGMI and talk about DCG's history, where we're investing & building and why I'm so excited about Bittensor $TAO and our new company, @YumaGroup youtu.be/XoqdTfKQCjA?si…