Degen888🐐🐉

🇨🇳 China just released footage of their robot wolves running simulated street battles with micro-missiles and grenade launchers. Black Mirror called, they want their props back.

The greatest post of all time... $BTC 300 days of price action, mirrored perfectly.

🇮🇱🇱🇧Netanyahu just said Israeli forces are expanding the buffer zone deeper into southern Lebanon as the war with Hezbollah heats up. There is a line between self-defense and gradually redrawing maps while the world is distracted by the bigger war with Iran. Source: Roya News YT

The US is spending an estimated $2 BILLION A DAY on the war on Iran. Here’s what that money could pay for in the US: The yearly salaries of 30,000-40,000 teachers every day Enough to pay for free public college tuition nationwide within months Build 15,000-20,000 affordable housing units per day Over a year, this spending could end homelessness in the US several times over Feed an estimated 940,000 people relying on food assistance (SNAP) for an entire year, EVERY DAY Feed all SNAP recipients (40 million+ people) for roughly 2 weeks with just one week of war spending Health insurance for roughly 220,000 Americans for a full year, every single day Major highway renovation and rebuilding every single week Just the first week of spending on the Iran war would be more than enough to fully fund the Environmental Protection Agency, the Centers for Disease Control and Prevention, or the National Cancer Institute. To Make Israel Great Again, Donald Trump bludgeons Make America Great Again.

Every single major oil and gas node in the Gulf has already been hit .... and markets are still pretending a ceasefire fixes it overnight. Look at what's already been destroyed 👇 🔴 Kharg Island US struck Iran's main oil export hub. Israeli strike hit South Pars gas field. 🔴 Ras Laffan World's largest LNG export plant damaged. Qatar's energy crown jewel. 🔴 Ras Tanura Saudi Arabia's largest refinery shut after drone strikes. 🔴 Samref refinery Drone hit the Red Sea refinery too. 🔴 Ruwais UAE's largest oil refinery and gas fields targeted. 🔴 Fujairah port Major oil trading hub repeatedly attacked, multiple halts. 🔴 Iraq Closing oil fields. Saudi Arabia, Kuwait and UAE have all reduced output. 📌 Every major export node in the Gulf has been hit Markets are pricing a ceasefire. This map shows you what the ceasefire actually needs to fix Image Source: Bloomberg Subscribe to my newsletter for daily energy & geopolitics breakdowns, link in my bio

JUST IN: 🇮🇷🇺🇸 Iran says war will continue until the US lifts all sanctions.

1) Right after the treasury made massive shorts on oil, and before the markets open. 2) While Iran has said there are no on going talks. 3) While Israel has said there are more planned strikes. At this point it’s hard to believe the President isn’t just trying to manipulate markets out of desperation.

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

Very oversold...

The most entertaining two minutes I've watched today.

Notes on Taiki Maeda's "Why I Think the Bottom is in for Bitcoin": The reason I became bearish in Q4 ’25 was because people were positioned all-in on leverage for the Q4 alt season, while the DATs were running out of money to buy, so the market was fragile. Maybe there was also a confluence with the four-year cycle, so people were ready and itching to sell anyway. A combination of all these factors led to the deleveraging cascade. Right now, in terms of positioning, people are generally aware of the four-year cycle and are prepared for a potential Q4 bottom. The prevailing idea is that you can just do nothing, wait until Q4, buy this magical bottom, and then make money. For us to hit new lows in Q4 ’26, there would have to be some kind of liquidation or capitulation event. But if people are already comfortable sitting in cash, I just don’t really see how something like that happens. When I look at the positioning across traders and fund managers I talk to, most of them are over 60% in cash. It’s not that they’re bearish on crypto - they’re just waiting for one more leg lower. I think the reemergence of Saylor could prevent that next leg lower, meaning these people would have to buy back higher. Markets can’t bottom without two things: sellers being exhausted and buyers stepping in. For a long time, we really haven’t had a marginal buyer ready to push prices higher. If you look at Saylor’s X, all he talks about is STRC. I think he knows that the only way for MSTR to get out of its rut is to really drive usage and adoption of it. STRC holders receive an 11.5% rate and stability, while MSTR buys BTC with the proceeds. If BTC goes up by more than 11.5% in a year, then MSTR shareholders also benefit. MSTR has over $2 billion in reserves, which equates to roughly 28.5 months of dividend coverage. That means they have enough cash to pay more than two years’ worth of liabilities. So as a yield farmer, capital allocator, or investor, getting an 11.5% rate from a company with over two years of runway to pay those dividends seems like an interesting proposition. I’ve never owned MSTR, but I bought some STRC to experiment with. This situation could cause problems in the future, but because they have enough runway, I don’t have to worry about that right now. I think that over the next 12, 16, or 18 months there will be increasing demand for STRC, and Saylor can leverage that demand to buy BTC. The main BTC bull case here is STRC reaching some kind of escape velocity, where it becomes more trusted over time and its risk profile is considered safe enough to attract not only crypto-native investors but also outside capital. That would enable Saylor to buy hundreds of millions of BTC every week, if not billions. My bet in buying BTC is that we are in the early stages of the capitalization phase of STRC. This is actually the first MSTR product I can imagine using as part of my portfolio. And if it works for me, it should work for others. And if it works for others, that’s a lot of potential demand flowing into this product. Also, if this works, then people like Tom Lee could replicate it, which could create some crazy reflexivity. It’s something to think about. In bear markets people often worry about everything that could go wrong, while in bull markets they focus on everything that could go right. I would encourage everyone to do the opposite: in a bear market, think about what could go right.

Fun fact: The trailer releases for Dune 1 & 2 both happened at the bottom of bear markets. Bitcoin went on to have bull runs that led to new all time highs and lasted for years each time. The trailer for Dune 3 released today. Run it back turbo.

The moment the Based community has been waiting for. $BASED TGE will be held on 30 March.

This is wild. 143 million people thought they were catching Pokémon. They were actually building one of the largest real-world visual datasets in AI history. Niantic just disclosed that photos and AR scans collected through Pokémon Go have produced a dataset of over 30 billion real-world images. The company is now using that data to power visual navigation AI for delivery robots. Players didn't just walk around with their phones. They scanned landmarks, storefronts, parks, and sidewalks from every angle, at every time of day, in lighting and weather conditions that staged photography would never capture. They documented the physical world at a scale no mapping company with a fleet of vehicles could have replicated on the same timeline or budget. Niantic collected this systematically, data point by data point, across eight years, while users thought the only thing at stake was catching a rare Charizard. The most valuable AI training datasets in the world aren't being assembled in data centers. They're being built by people who have no idea they're building them.

JUST IN: US and Israeli strikes on Iran are releasing toxic pollutants that will poison the environment for decades, Bloomberg reports.