Darius🇷🇴

Intr-o lume in care tehnologia si inteligenta artificiala plus calculatoarele quantice vor fi o normalitate va fi nevoie de enorm de multa energie pentru a sustine toate acestea. Sectorul energetic este unul dintre "pariurile" investitionale cele mai sigure. Daca vrei sa stii ca o parte din portofoliul tau de investitii este safe, cel mai probabil ar trebui sa aloci o parte cosistenta procentual in sectorul energetic si mai ales in cel inovativ si verde. Hidrocentralele, centralele nucleare, campurile de eoliene, campurile de panouri solare, si orice noua solutie inteligenta de energie verde vor fi cautate si mai mult in anii ce urmeaza. Probabil ca actiunile la acele companii sunt unele care vor inregistra cresteri considerabile. Daca ne uitam doar pe Morningstar US Energy Index avem pana in acest moment din 2026 o crestere de 27% YoY. Volatilitatea preturilor la petrol si gaze naturale face ca tranzitia spre acest gen de alternative sa se accelereze. La fel cred si despre masinile electrice care cred ca vor cunoaste un boom accelerat tocmai in urma crizei carburantilor. Stay safe, anon.

“Above all, do not lose your desire to walk.” — Søren Kierkegaard

@beniaminmincu @MultiversX Just launched it, we are tired already of this announcements...what is next after this "milestone " ( already a few blockchains has it), what innovations can you bring to the crypto and not copy paste what others are doing?

Hardening security across every live module. We are in the early weaponization phase of frontier AI. The team is reanalyzing the security assumptions behind every module we run in production. Surface by surface, layer by layer. As we have discovered in the past, MultiversX, myself, and perhaps several other team members have been targets of a highly-sophistication attack campaign, by Lazarus and other groups among them. Every attempt has been detected, contained, defended. What is unmistakable to me, is that the raw intelligence now available to attackers has materially elevated the sophistication, speed, and creativity of these groups. The vital work done by the team has surfaced a class of issues that did not exist as viable threat vectors twelve months ago. Each one identified, patched, and folded back into a continuous hardening pipeline. Security is and continues to be the highest priority over the coming weeks. And the shift here is structural: raw AI offensive capability is being normalized into the baseline threat model of every open source project on earth. Until that single fact is internalized by open source and blockchain teams, new attacks and vulnerabilities will be exploited every single day. Responsible teams should swiftly reorder their priorities around this reality. Now. Alongside the vital work done by our engineering team, we very much appreciate the continuous surgical effort put in by the resourceful network of builders, validators, and community members, surfacing issues, proposing improvements, and sharpening the system as we prepare for what comes next. All focus is on this 360° security review until the hardening phase concludes. Then, the next chapter. SUPERNOVA.

$BTC WXY BTC is doing nothing more than respecting an algorithm that has been working for over 10 years in bear markets. Most people, because they don’t understand what a bear market structure looks like, aggressively assume at the first major correction that the bottom was at $60,000, which is not true. Unfortunately, things are much simpler than that, but most people refuse to accept it, constantly searching for so-called “miracle solutions” that don’t exist. After the completion of wave X in the $87,000–$88,000 zone, the final target area will be at the 1 Fibonacci level, but for that we still need a bit more time. --------------DYOR tb21crypto.ro

Marcus Aurelius wrote this over 1800 years ago: “If it’s endurable, then endure it. Stop complaining.”

BITCOIN USDT RSI-ul pe weekly acum se află la valoarea de 41, iar îndată ce va urca peste 44.22 o divergență hidden bearish ne anunță că prețul are șanse să se corecteze, iar pozițiile long nu trebuie să se mai deschidă. Până acolo, balenele încasează profit din longuri. Zona poate merge până la 77k-78k. După ce finalizează urcarea pentru acest val B sau X, următoarea mișcare va avea nevoie de un volum mare de sell și probabil îl vom vedea. Target personal 2026 / BTC 35k-40k / ETH 700$-900$ -------------- tb21crypto.ro

AI + Private Credit + CDS = lectia din 2008 neinvatata 100% 2 trilioane de dolari sunt sub presiune. Piata a crescut de la 13% la 30% in pozitii cu levier in doar 10 ani (exact cum am zis nu am invatat nimic dupa Criza financiara din 2007-2008), iar acum suntem intr-un moment critic in care putem afirma ca urmeaza un prim test serios cu care ne vom confrunta. Peisajul la care ne uitam acum arata cam asa: Fondurile de investitii imprumuta pe 3-7 ani, insa ofera retrageri trimestriale. Pe cale de consecinta fondurile se afla ulterior in doua dintre urmatoarele scenarii (pentru ca asta se intampla atunci cand investitorii isi cer toti banii inapoi in acelasi timp - vezi 2007-2008): In primul scenariu fondul este obligat sa vanda activele pe care le detine la preturi proaste. In al doilea scenariu fondul este obligat sa se imprumute si mai mult. Dupa cum ai observat deja, niciunul dintre scenariile in care se afla fondul nu ii este favorabil. Hai acum sa dam si cateva exemple cu cifrele in fata: Avem un default rate de 5,8% si in crestere spre 8% (comparat cu cel de doar 4% din pietele publice - noi vorbind de situatia creditului privat). Avem o rata a shadow defaults (care sunt acele modificari fortate ale creditelor de imprumut) de la 2,5% la 6,4% in doar un an (asta nu e o crestere normala si in niciun caz una sanatoasa). Avem un PIK loans (adica acea dobanda amanata care se adauga la creditul principal) care a atins 8,8% (din nou o cifra anormala). Avem un nivel de retrageri record la fonduri de investitii precum Blackstone (7,9%) sau Ares (11,6%), iar asta face referire doar la Q1 2026 (si mai avem inca 3 trimestre in fata din acest an). Acum hai sa vedem de unde vine toata aceasta presiune. Raspunsul care nu este unul tocmai surprinzator: AI-ul care schimba economia (am o serie in care postez des pe acest subiect - serie care nu este tocmai atat de mult bagata in seama de audienta, insa impactul real al inteligentei artificiale in economie este imens). Analizand si mai atent se observa ca apare o frica imensa in piata din cauza expunerii la modelul de business SaaS de 500 de miliarde de dolari. Temerile tot mai mari legate de faptul ca AI-ul distruge complet modelul asta de afacere software as a service au declansat o serie de devalorizari mari (avem cazuri concrete in care multe credite sunt tranzactionate la 70 centi, insa ele sunt trecute in bilant cu 95 centi pe dolar. Acum practic ai inteles de ce in ultima vreme ai vazut tot mai multe stiri in care ai aflat ca fondurile fondurile blocheaza retragerile, pentru ca managerii de fond nu vor sa vanda activele pe care le au in pierdere si sa isi asume acest valuation gap mare. Acum intra in joc CDS-urile (Credit Default Swaps), adica acele polite de asigurare impotriva posibilitatii de a intra in default (incapacitate de plata). De aici putem sa discutam in mod concret despre asemanarea si totodata pericolul cu o situatie similara celei din 2008. CDS-urile pe marile fonduri de investitii precum Blackstone, Apollo, Blue Owl, s-au marit semnificativ, iar bancile care imprumuta fondurile astea de private credit folosesc si ele CDS-uri pentru a se proteja. Aici apare marea problema si similitudinea cu Criza financiara din 2007-2008: In contextul in care toti acesti "asiguratori" intampina un val de default-uri se poate declansa un efect in lant pe modelul AIG in 2008. Ce vor spune contestatarii acestei teorii in acest moment este ca acum spre deosebire de 2008 capitalul este distribuit la mai multi stake holders (deci riscul este si el distribuit), iar acest lucru ar putea limita retragerile structurale masive. Totusi realitatea este diferita fata de teorie: Regulatorii (Fed, SEC, etc.) nu au deloc o imagine clara asupra expunerii reale din interiorul pietei (exact ca in 2007-2008), pentru ca avem o totala lipsa de transparenta in evaluari, in paralel exista o zona extrem de opaca in ceea ce priveste solvabilitatea PIK loans, iar in final nici macar nu putem vorbi despre un mecanism real de hedging lichid. Multi vor spune ca un colaps financiar nu este posibil in contextul actual, insa realitatea datelor prezentate mai sus arata in mod clar o crestere prea rapida in interiorul unui sector lipsit de transparenta si cu o presiune imensa de lichiditate care sa fim seriosi, NU ar putea rezista intr-un moment puternic de presiune.

A sign of intelligent person is their ability to simplify things, not complicate them.

@beniaminmincu If you will stop the printing of endless EGLD maybe its a buy but as long as you dilute us (your "shareholders "),its not worth it...

FRESH OFF THE PRESS: EGLD POSITIONED FOR US INSTITUTIONAL ADOPTION 🇺🇸 Arizona Senate Bill 1649 establishes the first Digital Assets Strategic Reserve Fund in the United States, with EGLD named directly in the bill text. The bill introduces an evaluation framework written into law, measuring network strength, development improvements, performance benchmarks. Fourteen assets made the cut. EGLD one of them. This matters far beyond a single state. SB1649 sets a legal precedent for how governments can evaluate and hold digital assets following a deep review of fundamental measurable criteria. The fact that Arizona’s legislature looked at the data and included MultiversX technology alongside Bitcoin and other assets speaks volumes to what the team has been building for years: real infrastructure, real usage, real resilience. If this passes the full House vote, Arizona becomes the first US state to hold a diversified crypto reserve, and EGLD is eligible from day one. Institutional frameworks are being built around networks and assets enabling a robust and resilient foundation to build on for the future. A great example of long efforts from people who care, builders and entrepreneurs from around the world, showing up, and finding new ways to bring contributions to the ecosystem. cc @DigitalGoldTalk Public source: azleg.gov/legtext/57leg/…

A mentor of mine, a previous hedge fund manager, a wise man that now is 72 years old, once said: "They can fake price moves on lower timeframes, but they cannot fake them on higher timeframes. At higher timeframes, they have no advantage over you — your chances of being right or wrong are equal." That's why most of you should never study a chart below the daily timeframe, you should pair weekly and daily into your analysis and action process, and you will achieve greater results. And always remember : Real money is made on higher timeframes and pocket money is made on lower timeframes.

"Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth". — Marcus Aurelius

🚨: Every time you express gratitude, your brain physically rewrites itself, making you naturally more positive and resilient, neurology says.

“If you can detach yourself—temperamentally—from the crowd, you'll get very rich. You don't have to be very bright [either].” ~ Warren Buffett

📜 History of the World’s Dominant Reserve Currency Here’s the timeline of the main global reserve currency: 1450s–1530s: 🇵🇹 Portuguese Real 1530s–1640s: 🇪🇸 Spanish Silver Dollar 1640s–1815: 🇳🇱 Dutch Guilder 1815–1944: 🇬🇧 British Pound Sterling 1944–Present: 🇺🇸 US Dollar