Crypto Yak

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Crypto Yak

Crypto Yak

@CryptoYak

marketing, ai, crypto & stocks - stackings bitcoin since 2016

Katılım Mayıs 2020
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Crypto Yak
Crypto Yak@CryptoYak·
as ai improves, the thin layers - apps, software, etc. - get commoditized. value moves up the stack. and at the very top of the stack is energy. bitcoin is energy transport: mine where power is cheap, turn electricity into btc, move value globally. buy bitcoin.
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Crypto Yak
Crypto Yak@CryptoYak·
$meta, $msft & $nvda are free money
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David Shapiro (L/0)
David Shapiro (L/0)@DaveShapi·
You know how when Windows XP first came out, the minimum spec was 64MB of RAM and how that seems insane today? Today's AI are like Windows XP running on minimum spec compared to where they'll be in 10, 20, or even 30 years. Just imagine. Your watch will be smarter than the top 100 humans on the planet.
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Crypto Yak
Crypto Yak@CryptoYak·
the weird thing about ai in 2025 is that it's both the most useful tool most people have ever used, and a fraction of what it's about to become. $nbis, $mu, $nvda, etc. aren't priced for that second part yet.
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lord pretty flacko ⚔️
lord pretty flacko ⚔️@smdcapital·
so elon musk does not get invited to the 'tech council' and now Figure was chosen instead of Optimus for whatever this was all the while, elon is posting about Grok Imagine this isn't a good precedent. and its also a signal of the quality of the relationship between elon and trump
Insider Paper@TheInsiderPaper

BREAKING: AI-powered humanoid robot accompanies first lady Melania Trump to a White House summit on empowering children with educational technology.

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Tim Ferriss
Tim Ferriss@tferriss·
If we assume the point of investing is ultimately to improve your quality of life and the quality of life of those you most care about, investments that consistently add stress over long periods of time probably don’t make sense. Money is traded for things or experiences that catalyze certain feelings. If your investments are generating the opposite spectrum of feelings, it might be time to reassess. It’s easy to miss the forest for the trees. Money is a means, not an end. And in the end, most things matter very, very little. Do what helps you sleep at night and wake up with a low heart rate. To me, those are the hallmarks of a world-class investor who gets the big picture.
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Serenity
Serenity@aleabitoreddit·
I’m genuinely impressed there’s people out there holding $IREN. Imagine getting close to half the market cap… ~$6B eventually diluted, sold into the open market against every stock rally… then still being bullish? If you’re avoiding $SNDK or $AAOI for 100-200%+ YTD. Because you care more about a company over your own portfolio returns. You’re in the special $AMC bagholding territory.
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sophie
sophie@netcapgirl·
claude cowork is making me think maybe we’ll look back and it’ll be obvious that humans were never meant to spend their lives working behind a screen. we’ll see it as inevitable that computers do everything for us on computers and the future of work is cooler than we can imagine
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PLUMSODA
PLUMSODA@plmsda·
PRADA x SANDISK
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Serenity
Serenity@aleabitoreddit·
It’s hilarious we live in a world: Where equity analysts at major banks… Might need to adjust their estimates for $IBKR or $HOOD earnings. Because a random person on X liked international equities like $SIVE, $IQE, Macronix, SK Hynix, Unimicron, and others not available on Robinhood or US brokerages. What a wild timeline.
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amit
amit@amitisinvesting·
$NVDA First post in a few weeks — will be getting to a regular posting schedule again starting this week. I am doubling down on Nvidia. I like that the market hates the name because either the market will be right or Jensen will continue to blow everyone away. This really does feel like one of the better risk rewards in the market, assuming the macro stays somewhat stable, and the core premise around this is that we simply don't have enough compute. Article (as always no paywall) linked below ⬇️
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