Kusakabe
4.1K posts
Kusakabe
@Kusak4b3
Control is an illusion
Kentucky, USA Katılım Ekim 2020
148 Takip Edilen244 Takipçiler
I often undermine the things I'm able to do, for instance being able to speedrun Mega Man X 1-6 even after not running them for a long period of time. Never undermine your abilities.
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Kusakabe retweetledi
Privacy belongs on L2, L1 needs to be auditable.
Imagine all the gold backing the world’s money inside Fort Knox and it not being audited… exactly… that happened and it ended the gold standard.
nic carter@nic_carter
And on that point specifically, if some cryptographic failure undoes Bitcoin, certainly no one is going to trust a wildly more complex and black box coin that ALREADY had a massive cryptographic failure that led to a (likely unexploited) inflation bug. Privacy is the enemy of auditability. A coin like ZEC with shielded transactions will never be as credible as a transparent coin because of the fundamental auditability tradeoff. And it will always have question marks hanging over it due to the frequency of inflation bugs in all major coins and the vastly greater attack surface. With transparent coins at least they can be detected and remediated. So anyway, FUD Bitcoin at your own risk. You better hope it survives.
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Kusakabe retweetledi
Kusakabe retweetledi
True story:
My wife buys $200 of $BTC and $ETH every week
$100 on each
Since Oct 2019 till today
She's never been on CT, never traded any other tokens
Just BTC and ETH
Despite my "knowledge" around Web3, her crypto portfolio has significantly outperformed mine
Lesson in that
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Kusakabe retweetledi
Kusakabe retweetledi
wait what? AI startups have $28 billy of $btc used as collateral for loans?
now btc catching strays from Ai
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…
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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…
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Kusakabe retweetledi
@shanaka86 The numbers were not made to add up. This is engineered.
Read Michael Burry chart explaining how suspicious this is.
Enron was doing very fine until the truth came out.
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Kusakabe retweetledi
$ASTER
This is filled.
First long taken in a long time, bulls you better don’t disappoint me in this.
Popeye@SailorManCrypto
$ASTER Only coin I can find with $ZEC showing signs of life. It has broken out from a rounded bottom and started uptrending. Interested in longing a retest of the VaH of that consolidation phase, now confluence with the 1H trend, demand and fib 0.75 of the last leg up. Invalidation loss of structure. If that level would be lost, we would enter on a nasty bearish deviation. Aiming at the next S/R level and those untapped highs.
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Kusakabe retweetledi
Hello everyone! ☺️
I'm starting to track #BTC first wave from the bottom (W1) and here's what I'm seeing so far...
I believe that #Bitcoin is in subwave 4 of W1 now with LTF support at ~$91.3k. This level needs to hold for the next day or so! The top of this Wave 1 is measuring exactly at the critical $94.1k level. On the next wave up and once #Bitcoin goes to test that level as resistance, we need to watch for a bearish div on the RSI. I'm expecting a pull back after that for W2.. This pullback should NOT make a new low in price- currently measuring ~$90.7k but will be adjusted with the top of W1 price.
This is my plan for #Bitcoin during the next couple days or so! I'll keep you guys updated as it starts to form these first few waves of the new trend to $130k!
#CryptoMarket #CryptoTrading #Crypto
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Kusakabe retweetledi
@Nebraskangooner can you help me make back the money i lost in the market? ill send you my money and you trade it?
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At least I didn't lose money today. Still bored AF though. Shorting basically any resistance has been surprisingly (or unsurprisingly) easy.
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