Lord Daws

4K posts

Lord Daws

Lord Daws

@lorddaws

Zero Alpha, all noise

Katılım Haziran 2017
26 Takip Edilen103 Takipçiler
Lord Daws retweetledi
Bo Erickson Reuters
Bo Erickson Reuters@BoKnowsNews·
New: Trump’s plans after firing the Election Assistance commissioners? Still unclear. But four sources said in the last several months, White House + ODNI + DHS officials spent months looking for ways to bypass the federal election agency and use emergency powers to force changes to voting machines. Reporting w/@ErinBanco >
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Lord Daws
Lord Daws@lorddaws·
@Matt_Hougan From what I see, that growth is all $hype. I don't have any but seems to be where it is at
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Matt Hougan
Matt Hougan@Matt_Hougan·
DeFi apps are tiny. Here are the CoinGecko market caps for the Bitwise Defi Crypto Index. It's up 51% in the past 3 months. *** Hyperliquid: $16 billion Uniswap: $2.1b Ondo: $1.5b Aave: $1.3b Morpho: $1.3b Sky: $1.3b Jupiter: $716m Ethena: $708m Aerodrome: $697m Curve: $314m
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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit Because Spain was one of the few countries that said no war with Iran.
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Serenity
Serenity@aleabitoreddit·
Trump: “Spain is a terrible partner in NATO. They don't participate. They don't pay. Cut off all trade with Spain” Tbh no clue what’s going on anymore…
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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit From the worst deal maker on the planet. No one is surprised. Tore up the old agreement to try his own, failed like he always does
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Serenity
Serenity@aleabitoreddit·
Trump: Memorandum of Understanding with Iran “is over” “It’s a waste of time dealing with them,” Trump said at the NATO summit. Always an exciting time with markets.
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: For the first time, central banks plan to cut U.S. dollar holdings over the next decade while increasing allocations to gold and the euro, per Reuters
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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit All good, but developing space will take decades if not multiple decades. Not mere years. All of the tech they need has not been developed yet. I'm sorry but this is complete pie in the sky thinking. Love the rest of the stuff you do though
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Serenity
Serenity@aleabitoreddit·
Raymond James initiated coverage of $SPCX with “Strong Buy”. Giving it a $800 PT, valuing SpaceX at a ~$10T valuation. No words. Jokes about “institutional” notes for retail write themselves.
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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit If you look at it's chart for the year though it's gone to space. You'll undoubtedly get larger pull backs on this kind of move in < 1 year
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Serenity
Serenity@aleabitoreddit·
Be Samsung at $1.24T: > market: we don’t think you can keep hiking memory prices > proceeds to hikes dram by 20% > releases earnings > most profitable company in the world beating $NVDA and $AAPL > operating profits growing 1803% Y/Y market: sells off Samsung -7%
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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit How to fuck up the planet even more. Focus on efficiency without having to vastly increase power resources
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Serenity
Serenity@aleabitoreddit·
TIL floating DC and ocean compute exists? Apparently it’s free cooling + optimal for places in tight geography… It’s going to be wild taking a cruise ship, and passing by a bunch of $NBIS or Samsung floating AI DCs one day. If this ever becomes a thing like orbital compute?
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CrediBULL Crypto
CrediBULL Crypto@CredibleCrypto·
You guys will want to tune into this if you are able to. This is a live demonstration on the answer to fake AI slop, online impersonators, and internet deepfakes. Built on $TRAC.
umanitek@umanitek

Guardian TrueSeal is live and today at 5pm CEST @TomazOT and @ChrisRynning will walk you through it. You'll also get fresh updates into upcoming: - Guardian for AI agents - new individual tiers - new detection surfaces - new public features Register: guardianwebinar.umanitek.ai

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Relaxing News
Relaxing News@RelaxingNews·
Duh. Does the newest wave of TDS patients really think he’s trading on his Robin Hood app? Or calling these large brokerage firms to front run decisions? The reporting on this is insane. Trump made X amount therefore he is corrupt. Reminder that he was very rich before he was inaugurated again.
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Trump has said that independent funds manage his investments while he is President.
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: Trump disclosed earning more than $1 billion from crypto ventures in 2025, including $635 million from $TRUMP meme coin licensing and over $500 million from World Liberty Financial token sales.
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Lord Daws retweetledi
unusual_whales
unusual_whales@unusual_whales·
BREAKING: Trump disclosed billions of dollars in gains in 2025. How did he get it? Check it here:
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Lord Daws retweetledi
Aporia
Aporia@0xaporia·
Just to put into perspective how bad $TRUMP and $MELANIA actually performed. It is bottom of the barrel, absolute dogshit type bad. This chart compares TRUMP and MELANIA against the top-200 altcoins from the same starting period, with everything rebased to 100. If you drop below the grey area, it means you are performing worse than 90% of the market. MELANIA is even way below that. If you bought $100 at launch, you now hold $2. Absolute scams.
Aporia tweet media
Kalshi@Kalshi

JUST IN: Trump reported $635 million in meme coin income

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Lord Daws
Lord Daws@lorddaws·
@CredibleCrypto Most people are degenerate losers who spin the bottle too hard and can't cope with their impulsiveness / bad decisions then cry and try blame someone else
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CrediBULL Crypto
CrediBULL Crypto@CredibleCrypto·
You guys claim you want progress and growth in this space but then you keep repeating the same failed meme coin experiments endlessly. One after another after another after another...until you all lose all the money you have and rinse out whoever is left, and then you wonder why retail is gone? You don't actually want progress and growth you just want to make money as fast as possible, so much so that you will gamble in the casino day after day until you're broke. And then, for the cherry on top, you will find someone else to blame for your losses. My feed is an absolute garbage can of people fighting over their meme bags, begging for money, and trying to rationalize why THEIR meme of choice deserves to go up but YOURS doesn't. And in the midst of all that every 5 minutes you have a new KOL/extractor advertising his OWN token (which he controls most of the supply of) to try and cash in on the craze and make a quick buck. A complete mess of a space right now.
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CrediBULL Crypto
CrediBULL Crypto@CredibleCrypto·
If total supply being HODL'd wasn't the highest it has ever been (see here: x.com/CredibleCrypto…), I'd say yes. But in this case I think the more likely outcome is some further chop from $BTC (but ultimately new all time highs) and the beginning of some level of alt-coin outperformance. The key is that this new "strategy" from Saylor keeps things in check as long as $BTC price keeps rising (or stays relatively flat), and with supply so constrained there are solid arguments that we won't go much lower. The one potential massive forced seller that the market had to worry about has just alleviated immediate concerns and known sources for added/increased sell pressure of BTC at current levels are few. So, as a function of the low float alone, unless some of these long term holders get spooked by this news (which they shouldn't, because prior to this news things were a lot worse and they didn't sell then either) I think $BTC ultimately has new highs on the horizon sooner rather than later, even if we chop about a bit before getting there. On the other hand, if/when the market does finally top and turn, which will coincide with a large % of the currently cornered supply being distributed to weak hands at the highs (as is always the case), look out below... By that point my guess is Saylor's average cost on $BTC will be much higher (because he will keep buying on the way up) and because $BTC price will shift from ranging/rising to a secular downtrend, the forced selling that he has put off for now, will finally come into play. Except at this point, a majority of the circulating supply of Bitcoin won't be concentrated into the hands of diamond HODL-ers but rather euphoric, short term speculators (as is the case following major market expansion phases), and so the combination of these two factors will lead to a downward spiral that will usher in the first secular bear market in Bitcoin's history.
Mass 🌅@massdotmoney

@CredibleCrypto Question now: Did Saylor just give the market a reason to stay range bound for years?

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Lord Daws
Lord Daws@lorddaws·
@aleabitoreddit Buys in chronological order 12 SEK 8 SEK 70 SEK Not sold anything Priming more at 60 SEk if it ever gets there
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Serenity
Serenity@aleabitoreddit·
oh i think u misunderstand... I'm actually more bullish than ever as prices go down. $SIVE at ~$1.9B MC you have: - $GFS reference laser - laser for Ayar and others in $NVDA NVLink ecosystem for CPO scale up - $POET and others for CPO scale out - $JBL and others for 1.6T+ pluggable optical transcivers - O-Net for ELS mass production So you have all these hyperscaler suppliers trying to create as much as possible with Sivers as the laser bottleneck... And it's just a matter of how much Win Semi + others partners can make, with $SIVE receiving ~60% gross margins + optionality to TAM expand downward. The 15% recent share expansion that Swedish media have been bearposting is for NASDAQ listing float + M&A (and it's authorization). You just have potential short sellers running illegal bot farms, Swedish media bearposting a company Swedish exchange, on top of a general macro drop. The ~$140M convertible note is real, but it's pennies to US institutions. We'll likely see more institutional ownership when data comes out. But this is also why it's good for $SIVE to prioritize NASDAQ listing so they don't need to deal with this noise and local media. With $AAOI at $10B, you have: - A end-to-end US laser/design/assembly player projecting $471m month revenue H1 entering H2 2027. - With other hyperscalers like $AMD apparently discussing LTAs. And they probably are sitting on a ton of cash after running ~$1.4B in ATMs (400M + 400m+ 600m). Kinda all that needs to be said with those insane revenue projections as long as management doesn't BS. This just reminds me of when $NBIS crashed to $70 last year even while projecting $7-9B ARR, and as timelines got closer it recovered to $250+. Feels like dejavu. I'm just waiting for both volume ramps to hit. Photonics are generally more volatile than the rest.
Suly@blkslymn

@aleabitoreddit Stock God, did u lose your conviction about photonics? SIVE and AAOI are crazily down :(

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Serenity
Serenity@aleabitoreddit·
The $WEN meme traders made it to Global Media from Japan to US! The burger fast food chain is now up ~50%, which is pretty impressive. Feels bad to be sidelined and see my AI memory/optical portfolio perform worse than a $RDDT memestock tho. Did anyone take positions?
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Serenity@aleabitoreddit

I find it interesting that the degens on $RDDT are starting a viral campaign to save Wendy’s ( $WEN ). The US fast food burger chain. And the stock price is now up 20% overnight. Just for background: Wendy’s is a popular community meme, where people work behind the dumpsters after their portfolios go to 0 from 0DTE options. (No positions, just found it amusing) I wonder if it’s going to work?

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Lord Daws
Lord Daws@lorddaws·
@unusual_whales Another exhibit in the "How to do a shit job at diplomacy". Just continue to piss people off. Cannot keep his mouth shut
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unusual_whales
unusual_whales@unusual_whales·
Trump has said: I have Iran on the ropes.
unusual_whales tweet media
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Lord Daws
Lord Daws@lorddaws·
@DonAlt Plotting the booster return to launch pad
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DonAlt
DonAlt@DonAlt·
Elon launches low flat high FDV shitter Thing runs 2x Immediately retraces back to open We've seen this movie before Proceed with infinite unlock szn as market cap stays the same while everyone gets buttfucked Crypto innovation at play here, innovation being how to fuck people
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