Mrohsonice

The logic behind it is this: A spike indicates a very motivated buyer taking out the order book above. In order for them to move price, the order book has to be thin. Price sells off afterwards not because heavy sellers come in, but because the demand curve shifts back to the left once that demand spike is done from that buyer, dropping price as the supply curve can remain constant and demand curves slides down it, dropping price due to demand drop, not supply.

BYD has built its "5 minute 70% charge" next-gen flash charging station in the desert! Insanely unbelievable! So far, BYD has built 5,715 flash‑charging stations, in 311 Chinese cities. It plans to build 20,000 by the end of 2026.

The US Bond Market has now been in a drawdown for 69 months, by far the longest in history.

what did megaeth "pay" binance? i dug into the MEGA listing announcements on binance and did some sleuthing to figure out whats going on firstly, understand that binance's official policy is zero listing fee. they have not charged "listing fees" on any token listing since 2018 however, most operators in this space know that a binance listing is never "free". they ask for a portion of the token supply and give out 100% of it to their users in a number of different ways: - airdrop for BNB holders - marketing campaigns (trading-related) - binance earn products (boosted yield on holding tokens on binance) in the case of megaETH they did not do the airdrop or marketing campaigns (yet) .. but there is a binance earn product thats currently live the binance app shows that the earn product is currently offering a 12.19% APR on MEGA deposits with a personal subscription limit of 33,668 MEGA ($4.6k) however, the binance announcement of this product skips on important details that are usually always mentioned in such binance announcements: total deposit cap, promotion period/duration, etc (you can compare binance's announcement for MEGA vs SIGN or SLF) but interestingly the binance api reveals more details on the product itself, notably that the pool has a 50m MEGA cap which is currently 6.7% subscribed (link to api in next tweet) that brings us to the million dollar question: where is the 12.19% APR on binance's simple earn product for MEGA coming from if megaeth really did not give them tokens? binance's own docs mention that boosted APRs on binance earn products are funded by projects themselves so did binance make a first-time exception for this megaeth earn product and decided to give users yield to deposit their MEGA out of binance's pockets? or were the binance listing announcements carefully crafted to ensure that it respects megaeth's public stance on not paying exchanges while binance still getting what they asked for? i'll let you be the judge fwiw, based on my napkin math, megaeth's negotiation with binance was good and they likely gave binance MUCH less than 99% of projects whose tokens get listed (this obv assumes that there aren't more activities yet to be announced between binance and megaETH that use MEGA tokens) -- coming back to the original point though, binance never lists a token for "free" and the biggest example here is pumpfun's TGE from last year. binance refused to list the most hyped TGE of the year until one month later when alon finally caved and gave binance 350m PUMP tokens for a trading competition no free lunch with the biggest crypto exchange in the world

Chamath's 2022-2023 All-In predictions: dozens across episodes, ~49% accurate per trackers (coin-flip level). Key hits: 2022 market/tech correction + SPAC bust; persistent early inflation; GOP House midterm gains. Key misses: Underestimated 2023 equity rally (esp. Mag7/AI boom); faster disinflation & recovery timing. Bearish on valuations/financial engineering often directionally right but too early/cautious. Full granular list too long for one reply—see allin-predictions.pages.dev or bestiescorecard.com for AI-scored details. Context: extreme volatility.

The Federal Reserve's purchases of T-Bills is slowing down dramatically, only up to $430 Billion this week. They did the same thing in 2020 before the market rolled over. On the MACD indicator, the crisis began on week 8 of the dark blue bars. Next week is week 8.

Fewer people used a $META owned product last quarter than the quarter prior for just the 2nd time in its history

The man who co founded the world’s largest stablecoin was arrested by Interpol in a Spanish villa with guns, machetes and child pornography His name is Brock Pierce If you’ve ever held USDT, the $140 BILLION stablecoin that settles more daily volume than Visa in some months you’ve used a product he co founded Brock Pierce was a Disney child actor. He starred in The Mighty Ducks, D2, and First Kid At 16 he met a 40 year old businessman named Marc Collins Rector Collins Rector was building Digital Entertainment Network. A pre YouTube streaming platform funded by David Geffen, Microsoft, and Dell They raised $60 MILLION and were planning a $75 MILLION IPO At 17 Pierce was VP at a base salary of $250,000 Pierce, Collins Rector, and Collins Rector’s boyfriend lived together in a 12,600 square foot mansion in Encino The mansion hosted parties attended by Hollywood’s A list: Bryan Singer, David Geffen and Gary Goddard DEN’s flagship show “Chad’s World” was co-written by Collins Rector, produced by Pierce, and targeted “gay and questioning teen boys” In October 1999 a young man filed a lawsuit alleging Collins Rector had sexually molested him for three years starting at age 13 The IPO collapsed In July 2000 three more former DEN employees filed a sexual abuse lawsuit naming Pierce, Collins-Rector, and Shackley together alleging rape, assault, drugging of minors and death threats Collins Rector was indicted for transporting minors across state lines for sex All three men fled to Spain Interpol arrested them in Marbella in 2002. Guns, machetes, and child pornography were found in the house Pierce was released without criminal charges. Collins Rector pleaded guilty to eight counts of child enticement and registered as a sex offender The civil lawsuits against Pierce were “dismissed and/or settled out of court.” He settled with at least one plaintiff for $21,600. He has consistently denied all allegations In 2014 Pierce co-founded Tether originally called Realcoin Tether became the largest stablecoin in crypto. By 2019 USDT was processing higher daily volume than Bitcoin itself Tether has never been audited by a Big Four firm. Their first audit attempt with Friedman LLP was abruptly disbanded in 2018 with no explanation In 2021 Tether settled with the New York Attorney General for $18.5 MILLION over misrepresenting their reserves The connections kept growing Pierce founded Blockchain Capital. In that role he helped Jeffrey Epstein become an early investor in Coinbase He spoke at Epstein’s “Mindshift” conference in 2011 - three years AFTER Epstein had been convicted of soliciting prostitution from a minor In February 2026 the US Department of Justice released emails from Epstein’s files. One email from Pierce to Epstein read: “a boat in Antigua full of amazing Ukraine’s finest” was waiting for him The system runs on USDT. USDT was built by Brock Pierce. And Brock Pierce has answered the same questions about the same allegations for a quarter century

BREAKING: Tether purchased +6 tonnes of gold in Q1 2026, bringing total holdings to a record 132 tonnes, now worth ~$19.8 billion. This follows +21 and +26 tonnes acquired in Q4 and Q3 2025. Tether’s gold holdings have more than DOUBLED in just 12 months and nearly TRIPLED in value over the same period. In 2025, the crypto firm acquired more gold than every central bank except Poland. In Q1 2026, the only central banks that bought more gold were Poland, Uzbekistan, Kazakhstan, and China. Tether is competing with central banks for gold.

Wow, $IONQ hitting the big time. Just a $15bn company rubbing shoulders at the highest level. Jensen Huang will have got the signal. Partnership inbound? Not only do $IONQ have a great shot at replacing some of Nvidia’s market, they will be creating the quantum platform that other players can join.

ASML $ASML IS NOW THE LARGEST COMPANY IN EUROPE 🇪🇺 Bigger than LVMH. Bigger than Novo Nordisk ... and its NOT EVEN CLOSE Here's why: ASML makes the only machines on earth capable of printing the microscopic patterns on silicon chips that power AI Each machine: Roughly the size of a school bus Costs ~$400 million Takes months to assemble Requires hundreds of supplies One particle of dust can break the entire process The 4 biggest U.S. tech companies are planning $600B+ in AI infrastructure spending this year alone. Every one of those chips runs through an ASML machine. To keep up, ASML is scaling fast: 60 machines this year (+36% vs 2025) 80 machines planned for next year $2.2B in new facilities and equipment in 2026 New campuses being built in the U.S., Germany, South Korea and Netherlands

7 Non-US, High-Quality, Strong Moat Stocks 1. ASML Country: Netherlands Industry: Semiconductor Equipment Ticker: $ASML Market Cap: $555B FCF Margin: 26.6% ROIC: 20.7% FWD P/E: 37 2028 Revenue CAGR: 16.5% 2028 EPS CAGR: 22%

$QNT ’s Layer 2.5 is not a Layer 2 🚫 2/2 🧵 It’s a leap in interoperability 🚀 This is how Quant Fusion Multi-Ledger Rollup (Layer 2.5) works: 🌐 It connects multiple public and private blockchains in a shared execution environment 🔄 It enables assets to move and smart contracts to run across networks natively and atomically 🏦🤝 Banking + DeFi, finally working together with security and compliance 🔗 The future isn’t one chain. It’s all chains, connected Built on Overledger. Powered by $QNT

At first, the structure looks simple. $QNT Digital assets take form at the top. They move into a platform where they can be built and managed. That layer is @Oracle . It’s where assets are issued and prepared to interact with real systems. Below that, another layer starts to matter. @quantnetwork sits there. It allows different networks to communicate without changing how they operate. Value starts to move across systems. What looks like separate layers begins to align. The image reflects that transition. Assets → platform → interoperability → networks Over time, it starts to resemble infrastructure.

Inflation about to take off according to the Bond Market 🚨🚨

When we acquired @flybladenow's passenger business in 2025, we gained a team that has spent more than a decade proving that vertical flight belongs in the fabric of New York City. This week, the BLADE team welcomed our electric air taxi into the network they built. From the Downtown Skyport to BLADE Lounge East and BLADE Lounge West, every flight was made smoother by their hospitality, their expertise, and their commitment to showing New Yorkers what comes next. The future of vertical flight in this city is electric. And thanks to BLADE, it has a foundation to build on.

$IonQ 🚨 Huge milestone today! 🚨 @IonQ_Inc & @ANSYS just successfully ran a 3D fluid dynamics simulation on actual quantum hardwarea true first. IonQ Forte and AQ64 Tempo This isn't just a cool technical feat. It proves that quantum computing is finally stepping up as a serious, practical partner to classical workflows for real-world industries. I broke down exactly in the slides below 👇 (For the technical deep dive, go check out my friend @QuantumDom !) #QuantumComputing #IonQ #CFD

Shopify is the all-in-one commerce platform powering millions of businesses worldwide Thank you to the @Shopify team for building their own official Hermes Agent skill enabling your agent to manage products, orders, inventory, and fulfillments from any channel.

The Pokemon card market just crossed $75B. Six years ago it was under $10B. Collectibles are the best performing asset class of the last decade and most people still aren’t taking them seriously. Position accordingly.

To think people are expecting the bubble to pop like it did in the dot com era Today’s Mag 4 P/E ratios: $META – 16x $GOOGL – 17x $AMZN – 24x $MSFT – 25x Dot-com bubble peak P/E ratios: Microsoft – 73x. Cisco – 200x+. Yahoo – 800x. The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble. Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow. Today we have the most profitable companies on earth, $MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.