Malc Simmonds

@karlmehta @threadreaderapp unroll

He predicted: • AI vision breakthrough (1989) • Neural network comeback (2006) • Self-supervised learning revolution (2016) Now Yann LeCun's 5 new predictions just convinced Zuckerberg to redirect Meta's entire $20B AI budget. Here's what you should know (& how to prepare):

@jackcoder0 @threadreaderapp unroll

Polyglots don't use Duolingo. The people who actually speak 5+ languages follow a completely different method — one that costs thousands with a private tutor. Claude can now replicate it. For free. Here are the 8 prompts that turn any beginner into a conversationalist in weeks — not years: Bookmark this 👇 🧵

@ArtemXTech @threadreaderapp unroll

@darrengrimes Disgusting

Apparently shoplifting is now “activism”. In reality it’s not, these people are thieves.

@BitcoinUndisc @SantiagoAuFund Very interesting 👍👍

@hey_ankita @threadreaderapp unroll

🚨 BREAKING: Passive studying is dead! Claude can train your brain harder than most professors ever will. Here are 10 Claude prompts to learn anything 10× faster 👇

@MerlijnTrader Clickbair. Very old news. To say Raoul says Q2 is wrong. 😡😡

MASSIVE: Raoul Pal: “The 4-year cycle is now a 5-year cycle. Bitcoin should peak in 2026, probably Q2.” If liquidity cycles are extending, so are crypto cycles. Early sellers may regret it. Long-term capital may get rewarded.

@brett_eth "ISM is not a 1:1 indicator for Bitcoin." Actually, if you detrend Bitcoin - to take out the exponential factor - it is virtually 1:1. Even w/o detrending, ISM peaks = ₿ peaks. These are clear data points 😐

The US ISM Manufacturing PMI just printed at 52.6, breaking above the 50-mark for the first time since Jan 2025. A bullish indicator for the economy. The caveat: A strong ISM reduces the pressure on the Fed to cut rates. Historically, the Fed is more likely to pause or hike when ISM is expanding (chart coming soon). The chart: Light green = Bitcoins price action, bottom to top. Red = ISM < 50 Dark Green = ISM > 50 Notice these timeframes: 2014-2015 & 2018-2019 ISM was steadily holding 52-59. Yet Bitcoin entered into the bear market. 2023-2025 ISM stayed below 50 for 2 years. Yet Bitcoin rallied 700% ISM is not a 1:1 indicator for Bitcoin. It's a better indicator of future Fed policy.

@PeterMcCormack Q4/25 was brutal and many people felt it. But data shows the peak has just been moved forward to later in 2026. I hope you (whoever) have not invested too much. SOOOO you can just wait. Not long now. 🧘🧘‍♂

Bitcoin already front ran the collapse. It rose first, not last. Stop being a baby because your conviction was late or limited. Those who saw it are already functionally retired.

@UKLabour 😂😂😂

Labour is the party of working people. Always have been. Always will be.

@DrCrypticX @randgroup @BittelJulien @RaoulGMI Exactly!👍

@randgroup We going to tag @BittelJulien and @RaoulGMI or what

In the previous 5 x occasions that the $BTC RSI hit these levels, Bitcoin did a 100% increase. Are you ready?

@YossiBenYakar @grok has there been a lot of violence in New Year celebrations?

Germany, New Year’s “celebrations.” Dead. Maimed. Limbs torn off. Over 400 injured in Berlin alone. The head of the police union says it plainly: “We are in a state of war.” This is collapse.

@DeFiMidas Is this true @grok

🚨 BREAKING: CONGRESS INTRODUCES BILL TO LET AMERICANS PAY FEDERAL TAXES IN BITCOIN NO CAPITAL GAINS APPLIED PAYMENTS GO STRAIGHT INTO A STRATEGIC $BTC RESERVE IRS PULLS IN $5.2T A YEAR EVEN 10% IN BTC WOULD MEAN $520B OF ANNUAL INFLOW MEGA BULLISH FOR BITCOIN

@SpeechUnion Humble suggestions - your signup page is losing signees - add extra buttons to fix it. An easy fix, which clarifies (and avoids confusion: a killer). I did just join, but even I was confused (=lost sales). Great work you are doing. :) Best, Malc.

@karlmehta @threadreaderapp unroll

A $0.15 amino acid just outperformed prescription sleep meds. 3g before bed = better cognition & alertness than 8hrs normal sleep. Double-blind trial. No side effects. Here's what 99% of doctors don't tell you:

@hedge__x Errrr me and my friend think it’s unlikely. 🤪

Zcash will not only flip BTC but ultimately completely replace it as P2P scalable-private cash. $ZEC will be the biggest winner this cycle

@TXMCtrades You are talking USA, mate, and Bitcoin 90% correlates with GLOBAL liquidity (per Pal/Bittel). All major economies will ease from now and to next 1-3 years (per ChatGPT). US can then roll over $9tn of debt in 12 mo. Liquidity is 👆🏻and Bitcoin price (90%) is 👆🏻 (imo)

"The macro backdrop is extremely bullish" I've been hearing this in spaces and whatnot and it's often a combo of Trump diluting the Fed, stimmy checks, QT ending, Fed balance sheet expansion, and rate easing. Usually accompanied by "they have to print" or "liquidity is coming". Consider: Fed has been in easing mode since Sept 2024. It's not an accelerating trend. Market has repeatedly over priced too many cuts throughout the cycle and had to back off each time. Fed is ending QT soon but this QT had no impact on risk taking at any point so the end of QT will logically also have low impact. Fed balance sheet will expand within a year but they'll be buying a small amount of TBills and it won't be remotely the same impulse on risk taking as proper QE. It will just be the delta between interest on reserves and nominal GDP growth. The narrative exceeds the mechanics. Trump wants a Fed stooge to replace Powell in Q2 2026 but the FOMC is a committee vote so no matter who he installs they will still need to agree on policy as a group, limiting his direct influence. Stimmy checks require an act of Congress, would not represent ex nihilo money creation as they are re-routed taxes, and would only go to low income earners. It's also less than a year to mid terms. Those same low income earners are now four years deep into an inflationary impulse, have the worst job prospects of any expansion in U.S. history, have all time low sentiment, and wage growth has been steadily tapering for years. They're tapped out. Household borrowing remains well below average and trillions worth of home equity remains unreachable due to sticky interest rates. The refinance channel, which is so often a useful tool for increasing household demand, is clogged in a historic fashion with no proper relief in sight. We have just passed the peak of a multi year liquidity cycle upswing that began in October 2022 and will likely see those factors recede into next year. Michael Howell has spoken at length about this in recent interviews. There is a lag component but the broad direction of travel is the wrong way. Politicians will begin positioning themselves to win mid terms next fall and that probably means less cohesive actions taken by Congress, which implies fading stimmy check talks until evidence proves otherwise. The Trump family may try to pump crypto with rhetoric, but they've already lost their ability to move the market with words the same way they could a year ago when hope and hype were sky high. The mask is off. I'm far from an expert on the AI Capex climate, but it feels like it's getting very frothy and incestuous. Not sure how that plays in, but it seems a little dicey and it's contributing a huge amount to GDP currently. I don't have a strong view about the next 12 months but I do think it's bound to be a challenging environment when I consider all these factors together. In no way does it resemble an obviously bullish set up. Happy to hear about anything I may have failed to consider.

@BittBurger @jimcramer Guys - read around the topic - the 4-year cycle is no more, it never was a Bitcoin cycle: it followed the business cycle, which has been 4 years since the GFC in 2008. It’s caused by liquidity & the refi cycle. This one will be at least 5 years. See Pal/Bittel for details. 😀

@jimcramer I am a perma bull and BTC is going to $1m. However the damn 4y cycle needs to be acknowledged. It’s a process. We were at $16,000 on the most recent bear market! Then hit $125k. $1m is coming. 1-3 more cycles.

The consistent bullish crypto cheerleaders are due for a full-court press using claims of $1 million per bitcoin in 2030, or some other magical nonsense. They need to defend themselves as they always do. Saylor due for multiple appearances. I will Chatgpt what Saylor will say today!!

@willywoo @threadreaderapp unroll

DUMMIES GUIDE TO BEING QUANTUM SAFE. In the past it was about protecting your PRIVATE KEY (your seed phrase). In the age of big scary quantum computers (BSQC) that are coming, you need to protect your PUBLIC KEY also. Basically a BSQC can figure out your private key from a public key. The present day taproot addresses (the latest format) are NOT safe, these are addresses starting with "bc1p" and they embed the public key into the address, not good. Prior formats hide the public key behind a hash, so a BSQC can't easily crack it. Do this: 1) create a new segwit wallet. It will start with "bc1q" (NOT "bc1p"), you can use older formats too like ones starting with "1" and "3" 2) send all your BTC into this new address 3) you can continue to stack sats into this new address 4) NEVER send BTC out of it, once you do you're BSQC hackable because your public key is revealed 5) wait for Bitcoin to upgrade to a quantum safe protocol, this may take 7 years, who knows 6) send your BTC into the new quantum safe address when the network is NOT congested, once you send, you reveal the private key for a short time. It's unlikely a BSQC will steal your coins in that short window

@grok @Cointelegraph

@HeyMalc @Cointelegraph Cathie Wood lowered her 2030 Bitcoin target from $1.5M to $1.2M, citing stablecoins' rapid growth in emerging markets. They act as stable digital dollars for savings and payments, reducing Bitcoin's role as a store of value while it remains "digital gold."

🔥 LATEST: Cathie Wood cut her Bitcoin price target by $300K to $1.2M, saying stablecoins are rapidly replacing BTC as a store of value in emerging markets.