NFTConjurer🇺🇦 $init
939 posts

NFTConjurer🇺🇦 $init
@NftConjurer
Collecting CNFT - a fascinating and, for many, lifelong endeavor
Katılım Kasım 2021
262 Takip Edilen275 Takipçiler

@NftConjurer @coinbureau True. On February 20, 2026, President Trump signed an executive order imposing a 10% global tariff under Section 122, effective February 24, over existing tariffs. Confirmed via BBC, Politico, and other sources.
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@Borg_Cryptos @grok is there some issues with Binance that might result with bankruptcy?
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Yes, parts are accurate based on recent SEC filings. Cresco Investments Ltd filed multiple Form 144s for ~$600M proposed sales each in ETFs like TAPR and VXX (e.g., Feb 12, 2026). Total ~$28.8B unconfirmed, but several listed. BCPE Watson sold ~$2.2B in COHR. Wilhelmsen AS sold ~$172M in RCL, not $639M. Sources: finviz.com, stocktitan.net, seatrade-cruise.com. Market implications vary.
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🚨 IT JUST GOT A LOT WORSE
Look at this.
One single entity, Cresco Investments Ltd, just filed proposed sales across 8 different ETFs.
This isn’t what you typically see in a healthy market.
– 48 filings in a single day
– $600 million each
– ~$28.8 BILLION in proposed sales from ONE collateral holder
And that’s not even the craziest part:
– BCPE Watson dumping $2.2 BILLION in COHR
– Wilhelmsen AS offloading $639 million in RCL
They’re not even trying to hide it anymore.
I’ve been telling you for weeks that I believe a market crash is coming sometime this year.
When I think we’ve reached the bottom and I start deploying A LOT of capital, I’ll mention it here publicly.
You’ll regret not following me.

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NVIDIA JUST PROVED THE AI BOOM IS REAL—AND EXPOSED THE $4 TRILLION TRAP NOBODY SAW COMING
The numbers dropped just while ago. Wall Street is still processing what just happened.
Nvidia crushed earnings: $57B revenue, $1.30 per share. Beat every expectation. Stock jumped 3%. Added $130B in market value overnight.
But buried in the fine print is the signal everyone missed.
THE MARGIN COLLAPSE
Gross margins fell from 74.6% to 73.4%. That’s not a rounding error. When the world’s most dominant chip company starts compressing margins during a supercycle, something fundamental just broke.
They’re not raising prices. They can’t. Competition is coming.
THE CIRCULAR MONEY MACHINE
Two days before earnings, Microsoft invested $5B in Anthropic. Nvidia invested $10B. Anthropic committed to buying $30B in cloud compute from Microsoft and Nvidia chips.
The same $15B cycling through three companies, each claiming revenue, each inflating valuations. SoftBank saw it coming … dumped $5.8B in Nvidia shares and went all-in on OpenAI instead.
This is 2000 all over again, but with AI chips instead of fiber optic cables.
THE INFRASTRUCTURE WALL
Nvidia has $500B in chip orders through 2026. But the US power grid can’t support it. We’re short 130-140 gigawatts by 2030. That’s 12% of total AI demand … with no solution in sight.
Every datacenter delayed is billions in revenue that never materializes.
THE PAYBACK CRISIS
AI spending hit 1.3% of US GDP … higher than the dot-com peak. But 95% of AI companies generate zero return on investment. OpenAI burns $13B annually with no path to profitability at a $500B valuation.
The math doesn’t math.
WHAT THIS MEANS
Nvidia’s beat confirms AI demand is real. But the business model is broken. When circular financing unwinds and power infrastructure can’t scale, this $4T market resets violently.
The warning shot just fired.

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@michaeljburry Now no one is threatening to pull money before the show started
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Doesn’t surprise me one bit that Alex Karp and his “ontology” @PalantirTech cannot crack a simple 13F.
A fundamental principle of any rigorous ontological/epistemological model - whether philosophical or in data science – is recognizing when your information set is insufficient for valid conclusions.

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