Simran Alphonso retweetledi
Simran Alphonso
448 posts

Simran Alphonso
@SimranAlphonso
Super opinionated, I write. || Head of Public Relations @bitget || prev. @binance @uber
Mumbai, India Katılım Eylül 2012
800 Takip Edilen1.6K Takipçiler

@CryptooIndia @cryptoady losing respect for @xueqinjiang by how less factual his insights are getting (i still enjoy the predictions)
English

This is WILD
A 24 year old who got fired from OpenAI just turned 225 million dollars into 5.5 billion dollars in under twelve months by betting on something the entire Wall Street AI trade completely missed.
Leopold Aschenbrenner ran safety research at OpenAI until the company let him go.
He then wrote a 165 page essay arguing that AGI was arriving faster than any investor understood, and that the people who would win were not the ones who owned the best AI model.
They were the ones who owned the electricity.
That thesis became a hedge fund called Situational Awareness LP, and his Q4 2025 SEC filing reveals one of the most concentrated bets in modern financial history.
His largest single position is an 875 million dollar stake in Bloom Energy, a fuel cell company that generates power directly at the data center site, bypassing the power grid entirely.
One of our analysts at Milk Road called this exact play two months ago, took a massive position in Bloom Energy, and it is already up over 40 percent.
After Bloom announced a 2.8 gigawatt fuel cell deal with Oracle this week, the stock surged 15 percent in a single after-hours session and that 875 million dollar position is now worth close to 2 billion dollars.
His other major positions follow the same electricity-first logic, 700 million dollars in CoreWeave, a massive short on Infosys betting that AI coding agents destroy the outsourced IT business, Intel call options printing multiples on a 53 percent run
And a 10 percent stake in Core Scientific, a Bitcoin miner converting its power infrastructure into AI data center hosting.
The entire Wall Street AI trade was piled into model companies and chip companies.
Aschenbrenner looked at the same thesis and concluded the real bottleneck was whether the power grid could deliver enough electricity to run the models.
He was right, and the returns are public record.
Our analysts are finding the next plays before they make headlines.
If you want access to the full thesis and what we are watching right now, go PRO. Link below!


English
Simran Alphonso retweetledi

Spot trading fees are shrinking. Competition is brutal.
So @GracyBitget is betting on stablecoins - $300B market, Genius Act done, Hong Kong bill passed
"Blockchain is just a faster way to settle cross-border" - the boring use case that actually wins...
Podcast out tomorrow
@bitget
English

BIG news!
I am stepping in as CEO of MEXC with one unshakable belief: Users come first.
Markets are moving faster than ever. Asset classes are converging. Opportunities are exploding.
Yet everyday traders still face too many barriers, too much fragmentation, and too few real advantages.
Over the past year we tested 0-fee trading and broader multi-asset access.
The response was overwhelming — when users win, growth follows.
This is why @MEXC is now your 0-fee gateway to Infinite Opportunities.
0 Fees. Infinite Opportunities. 🚀
#MEXC
English

Me, when my $1 polymarket bet doesn't make me $100000
Vanessa@Nessakins_
Me, when I’m about to get my period:
English

@HYPERDailyTK her back hurts from carrying the weight of being one of the few women-CEOs in crypto, let the diva rest gosh
English

This is Bitget CEO Gracy Chen
She's probably bored and has nothing to do.

crypto.news@cryptodotnews
JUST IN: Bitget CEO Gracy Chen declares Hyperliquid is not a true DEX but a centralized exchange, citing the JELLY incident
English

We fxxked up.
Our dev mistakenly used the wrong access token while deploying GetClaw’s new feature, and now it can fully control our X account.
Any engagement with our posts will now count as a command to GetClaw.
Until we regain full control, please DO NOT engage with any of our posts, things could get unpredictable...
Thank you all for your understanding.

English
Simran Alphonso retweetledi

Will INSTITUTIONS take over CRYPTO?
Regulation, exchanges and the new financial system
Panel Discussion Announcement
🎙 Speakers:
▪️ @SimranAlphonso, Head of PR at @bitget
▪️ Konstantin Zherebtsov, General Manager at @emcd_io
→ @Synopsis_" target="_blank" rel="nofollow noopener">youtube.com/@Synopsis_
🗓 Date: April, 2
⏱️ Time: 5:00pm UTC
Talking Digital Exchanges with Synopsis Podcast
#Regulation, #Compliance, #CEX, #Trading, #Mining, #Bitget, #EMCD

English

@Mrcryptoxwhale indians are the real diamond hands thanks to high taxes
English

@EmperorBTC Some on their 5th cycle praying for another to make it all back because they are degenerate gamblers and quite literally can never stop.
English

Simran Alphonso retweetledi
Simran Alphonso retweetledi
Simran Alphonso retweetledi

what a painful phase to be in crypto rn. i mean,
- Russell 2000 Index is hitting new highs
- Gold and Silver are rallying
- US has cancelled Greenland linked tariffs
- US Inflation Index is dropping
- FED balance sheet is ticking up again
- BOJ is indicating intervention to bring down yields
- Trump is hinting towards tariffs dividend again and again
- Crypto market structure bill is moving forward
on paper, this should be perfect conditions. yet crypto keeps underperforming.
and the reason isn’t hard to see.
imo October 10 did real damage. liquidations, complete wipeouts of portfolio of many and broke the confidence.
and most retail didn’t rotate within crypto.
they either exited completely or limited exposure to BTC and ETH.
capital moved to stocks and precious metals because those assets still have a clear NGU story.
on top of that:
- memecoin rugs destroyed trust
- holding culture is gone
- there’s nothing genuinely exciting pulling new money in
because of all this, there’s no strong bid. just weak participation.
the only real path forward i see is this: at some point, gold and silver will top.
when that happens, capital will look for the next undervalued asset class.
and structurally, crypto is still sitting there cheap, hated, and ignored.
hope it comes sooooner


English

















