Tether Maximalist

@sell9000 Cope

everyone's yelling "AI bubble" lately esp after nvidia's earnings fade. here's my 2 cents. first, a bubble is when hype outpaces reality and becomes unsustainable. that's not what's happening here. training costs are falling exponentially with every model generation. plus, deepseek already proved you can build a solid model for a fraction of the cost. even if it's slightly worse, a 99% cheaper model is still sustainable and totally usable. people are conflating cost with demand. gpu shortages, data center buildouts, compute bottlenecks etc, these look like "rising costs," but they're really just organic scaling pressure from hyper demand. more users, longer prompts, enterprise workloads, and layered agents all create that illusion. it's not cost failure, it's modeling infrastructure catching up, with a fallback to the deepseek type equivalent if necessary. and that means we're still early in the economic curve. think about ethereum -- everyone said it was dead when it could only handle 7–15 TPS. then $200 gas fees triggered the explosion of L1s and L2s. the system didn't collapse, it evolved. AI's in that same growing pain phase now. the only real systemic risk i see is human displacement outpacing new economic creation. if people lose the ability to consume faster than AI can create output, demand collapses. that's the balance to watch -- not whether this is a bubble. pandora's box is open. people will be replaced. companies including my own are applying AI tech to solve real problems. some friction is natural -- old guard adapting or fading, new entrants born into an AI-native world. it'll take time. people referencing the dot-com bubble are viewing the comparison from the wrong lens. the dot-com bubble wasn't about the tech being bad -- it was about too much liquidity, too fast. remember, this was the first time someone with an internet connection could suddenly trade from their PC. back then P/E ratio was 60+. today, we're in the 30s. valuations aren't crazy by any means. we might get corrections from profit-taking or FUD, sure. but that's not a bubble. and honestly, it's rare for everyone to be calling it a bubble and actually be right. if markets do crash hard, it'll probably be from some external shock -- not from some sort of "AI bubble" itself.

ONLY A FEW WILL CATCH THE MOVE SOUTH THE CHOP IN BETWEEN WILL BE UNBEARABLE FOR MANY YOU FLIP BIAS AS THE MARKET MOVES BETWEEN YOUR STOPS I AM SIMPLY MANIFESTING DESTINY WE ARE NOT THE SAME SPEAK IT, BELIEVE IT AHHH #BTC

Me in USDT vs me in USDC

@mattysino I tried to tell ‘em

how ironic is it that USDT just became the risk-off stablecoin if only for a day

I truly can’t recall the last time I was this uninterested in [trading] the market. Volatility is spotty at best and liquidity is pretty fucking dry. Even if you catch a nice 10% move, it’s with shit size that doesn’t even warrant the effort. Hard pass.

FED'S BULLARD: I'M HAPPY FED 75 BPS RATE HIKES HAVE NOT CAUSED MARKET TURMOIL.

@ThisIsNuse They are learning

Buying the dip. On the dollar.

@100xAlena Twitter algo out of control. Just did

@GinjaReloaded I’m being rugged and nobody cares 😤

Nobody talking about the dolla

Everyone is talking about bonds. I refuse to learn what a 'bond' is, I simply will not care

if dokwon is shitposting with interpol red notice, why are u scared of the IRS

@ThinkingUSD The only thing people care about regarding crypto is how many $USD it can be exchanged for.

These things breaking in Forex could potentially create a narrative for Crypto. Crypto is inherently outside of the system and while not immune to this volatility, having no say in financial alchemy of the traditional system is the entire point of Bitcoin and ETH.

@rossdefi Fake story. You don’t have friends.

My retail friends that bought in $ADA in September 2021 are now talking about buying USD/GBP. Top signal?

@cryptocevo It’s all I want

I can't wait to be a bull again

@heart_ @inversebrah Imagine the people confident they will sell it for a profit in the future, even more sad

@tyler @brian_armstrong God tier cope

Bitcoin is down on the news that inflation for August came in higher than expected (8.3% instead of 8.1%). Bitcoin should be up today. Its properties dictate that it should be inversely correlated to inflation. The fact that it is down shows just how early it is.

@btc_charlie It is to acquire more $USDT

The main use of $ALTS is not to acquire more $BTC...

@gurgavin $USDT

IF I GAVE YOU A MILLION RIGHT NOW AND YOU COULD ONLY BUY AND HOLD 1 STOCK FOR THE NEXT YEAR WHAT WOULD IT BE

@redphone Cope

🤡 conspiracy theory: Many projects deliberately use shite tokenomics so their MC stays low enough to avoid the all-seeing eye of regulatoors

@mgnr_io @btcmerlin1 Shhh someone has to lose to give us the free money