cryptonipz

cashed up for a bit. Did a few regret tests on myself semis more stretched vs S&P than at the dot-com peak

@FinanceLancelot If you work backwards and look at the visits deals and pipelines during 2025 this event looks more like a handover process than anything else

Global energy supply is now down an astounding 60% in the last 60 days! We've never seen anything like this before. I don't think people fully grasp the tsunami on its way. We're talking lockdowns, travel restrictions and grounded flights. Not only that, the fertilizer situation is even worse! Expect food shortages in 3-4 months, Arab Spring 2.0 food riots globally, and introduction of a CBDC for food rationing.

Its been a minute. Short of bitty avoided crypto snagged some doge. Coiling up

@WrongVery1968 @Tom__Capital AI + the original post, energy crisis, aggressive central bank tightening, and a cost-of-living squeeze

@cryptonips2 @Tom__Capital Ok, I’m not convinced that: cause gov ai people lose jobs.

$AUDUSD I’ve been a broken record on this, but the math is getting ugly. Australia is facing a triple threat: an energy crisis, aggressive central bank tightening, and a cost-of-living squeeze. The RBA’s move to 4.10% this week is an immediate handbrake on consumers. Between soaring fuel prices (fuelled by Middle East instability) and mortgage repayments jumping hundreds of dollars a month, the "tightening effect" isn't a future risk it’s hitting now and will smash consumption. I expect one more hike to take the cash rate back to previous cycle highs after the next CPI, and after that the rate market is likely to start pricing in rate cuts in H2, you wait and see AUD remains the ultimate "risk-off" proxy and as global growth is revised lower and Asia feels the economic weakness, I expect the AUD to lose the current gains and head back to its 2025 lows in H2

@WrongVery1968 @Tom__Capital They will aim for attrition merely because its politically convenient. PBO was pretty clear that the rate through attrition alone isnt enough If you are waiting for sample sizes, you are always going to be reacting to a crisis rather than positioning ahead of it

@cryptonips2 @Tom__Capital It won’t shed government jobs, they’ll aim to shrink the workforce through attrition. Plus, it’s to early to make a judgment on job loss from ai, not big enough sample size yet

last 3 months it's been locked in focus on isolating the biggest margins AI eats electricity Electricity eats copper Mines eat water

when you know your early on a rotation....

Openclaw has been an absolute godsend lately

bought some bitty init

MAG7 Monthly with only a couple left keeping the boat afloat...

@antmillionsbot It means people are waiting for the physical settlement failure to play out for it to click

Silver thoughts 5000 years of history doesn't matter when physical settlement breaks but digital settlement is perfect. Probs going to take a while to play out but skate to where the puck is going and all that

@synternet_com x.com/cryptonips2/st… He didn't take long to delete his account

Dear Synternet Community, Investors, and friends. The management team has tried unsuccessfully to raise funds through various channels and independent investors.

$synt What a way to exit. Not surprised

We are well into the efficiency paradox AI/algos frontrunning every Fed speech, earnings report, economic release within milliseconds Trump tariff tweet 2am Iran strikes Israeli tanker SVB collapses China stimulus Sunday night Politically predictable = Loss of Power

@HayekAndKeynes Banger

god damn perfect storm for liquidity withdrawal

@Crypminator @synternet_com tried to warn you

RIP $SYNT @synternet_com