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SerBera.🐻⛓️

SerBera.🐻⛓️

@Val_Shillmer

Katılım Temmuz 2014
801 Takip Edilen169 Takipçiler
LondonCryptoClub
LondonCryptoClub@LDNCryptoClub·
US 30yr yield above 5% which has been a defacto “line in the sand” as geopolitical tensions rise again With US yields creeping higher, BTC also creeping higher is an interesting dynamic Bitcoin remains the ultimately hedge against the failure of a dollar based, credit driven fiat system Of course, yields will be artificially suppressed, and currency will be the escape valve - BTC understands this Gold should also be benefitting but the biggest buyers (central banks and sovereign wealth funds) currently need to raise cash balances so sell reserves (which happen to be gold and US treasuries) Equities meanwhile remain under positioned so dips get bought The “TACO” will of course arrive but a lot of collateral damage continues to be done and markets will increasingly look to diversify portfolios towards non-sovereign, borderless assets $78k now flips as support $85k now a massive level - still a lot of supply to digest as we meet STH cost basis so it’s a patient grind higher Super constructive price action here though
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Ginza
Ginza@Ginzacrypto·
Don't think current version of prediction markets on Hyperliquid gain the same traction as Polymarket or Kalshi UI is too daunting for a normie They need an app and 4 buttons not a sophisticated trading experience in order to burn their money
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Shay Boloor
Shay Boloor@StockSavvyShay·
This weekend I’m researching sub-$2B names in my “Physical AI” & “Power Grid” buckets because I’m still very underexposed to both themes. All portfolio performance & transaction data have been independently validated by an independent third party: savvytrader.com/StockSavvyShay…
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Shay Boloor
Shay Boloor@StockSavvyShay·
I added three new positions to the Growth Portfolio this week with one going into my “Power Grid” bucket and two going into my “Drones” bucket. Any guesses which names? Here’s the updated portfolio exposure: • AI Hardware | 24% • Space Economy | 18% • Digital Platforms | 15% • Healthcare | 11% • Physical AI | 9% • Drones | 8% • AI Power | 6% • Quantum | 6% • Power Grid | 1%
Shay Boloor tweet media
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89@piecesofal_·
@Trader__E Give us another one
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Trader Edwin
Trader Edwin@Trader__E·
Best and worst trade of the last year was buying $INTC at $25... Worst bit - bought and held for 4+ months whilst it did nothing (opportunity cost) Best bit - still holding after a 4x (I have rebalanced it twice, so haven't actually made 4 x my initial investment.. )
Trader Edwin tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Meta stock, $META, extends losses to over -10% on the day and is now on track for its biggest daily decline since October 2025. Meta has erased -$170 billion in market cap today.
The Kobeissi Letter tweet media
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BTC
BTC@btc·
The @btc faucet is a temporary, promotional drop designed to educate users on self-custody. Limited funds available, one claim per @tether.me user. ⚡ Read the full T&Cs at wallet.tether.io/giveaway-2026-… before participating!
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SerBera.🐻⛓️
SerBera.🐻⛓️@Val_Shillmer·
@Trader__E Worth having a look at $GLXY. Data centre play still valued as a crypto only firm. 800mw contracted to coreweave with 133mw due to come online in H1. 830mw approved and looking for a client. 1.9gw to still be approved.
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Trader Edwin
Trader Edwin@Trader__E·
Rebalancing one of my ISAs after some single stocks have cooked, what we buying? A few on my watchlist with little to no exposure rn: $MU $PLAB $RELX $LITE Anything else?
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Pierre
Pierre@pierre_crypt0·
open chart see price retracing first reaction: "okay which boomer is saying dumb shit this time ?"
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XO
XO@Trader_XO·
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Jukan
Jukan@jukan05·
$AMD has crossed $300. Congratulations to the AMD bulls.
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Tyler
Tyler@TylerDurden·
Koreans friends: shill me a better K movie than Parasite
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The Tech Investor
The Tech Investor@TheTechInvest·
Fact: $IREN has 2 of the largest data centers on the planet: Sweetwater (2GW) and Oklahoma (1.6GW). It’s the only neocloud that is competing with Mag 7, $OpenAI, $ORCL, and $xAI. I am not aware of any other companies that have +1GW data centers in one place. $CRWV & $NBIS are doing their best to follow $IREN. The fact is that data centers buildout process is extremely hectic and complicated that it would take new players like $NBIS years from owning the land to operating the data center, it just shows how $IREN has been a head of the herd for HPC since 2018. It’s shameful to compare $NBIS with $IREN for just building small scale data centers when the latter business model was built originally on HPC and data centers as the future. $NBIS had to wait until 2026 to expand a 25MW to 75MW. You see the gap!!
The Tech Investor@TheTechInvest

$NBIS is at least 4 to 5 years behind $IREN and $CRWV in data center buildout experience. $IREN started building data centers at scale 2 years after it was founded based on a long term vision that the future is for HPC and data centers. $NBIS started late 2024. One of $NBIS strongest moats per its shareholders is the software side. One of $IREN strongest moats is the HPC at scale build out experience since 2020. I would bet on hardware as a foundation for the AI revolution over Software.

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Red Panda
Red Panda@RedPandaTrades·
$GLXY Monthly! I just love this pattern! Notice the volume before the breakout.
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