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Chopin
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Chopin
@paraszopen
'If people sat outside and looked at the stars each night, I'll bet they'd live a lot differently'. - Bill Watterson
$ENJ $BTC $ETH $CULT Katılım Eylül 2013
674 Takip Edilen370 Takipçiler
Chopin retweetledi

This one’s for the headshot hunters. 🎯
@CS2TEAM integrates @enjin to bring NFT-powered identity into its Counter-Strike 2 team-finding platform.
Players can equip supported Enjin NFTs as avatars, unlock custom player-card styles, and stand out across Discover, team rosters, and lobby finder.
Explore the showcase 👇
enj.in/g7ulQ
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Chopin retweetledi

Funny how "coming home to Ethereum" is being spun as progress.
Enjin did the opposite -> left Ethereum, left Polkadot, and built a purpose-built gaming blockchain.
That's not running home. That's building a home.
Ronin@Ronin_Network
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Chopin retweetledi

This is central banking in a nutshell:
A group of rich guys go to the king and say: "Hey, you need money for your war. We'll give you all the money you want."
The king says: "Great, where's the money?"
They say: "We're going to make it up. We'll write numbers in a book and that's your money now."
The king says: "What do I owe you?"
They say: "You pay us back with interest."
The king says: "Where do I get that money?"
They say: "You tax your citizens."
The king says: "What if I can't pay it all back?"
They say: "That's fine. We'll lend you more. Same deal."
The king says: "And what do you do with the IOUs I gave you?"
They say: "We use them to prove we have money, so we can lend even more money to other people and charge them interest too."
The king says: "So you made up money, lent it to me, I tax my people to pay you back, and then you use my debt to make up even more money and lend it to everyone else?"
They say: "Yes."
The king says: "What did it cost you?"
They say: "Nothing."
That's literally how the Bank of England started in 1694. The Bank was formed to finance King William's war with France. The king gave the Bank a charter, granting it a monopoly on money.
The king could have as much money as he wanted. The bankers could always earn interest. Taxpayers covered the bill.
Now replace "king" with "United States Government" and you have the Federal Reserve in 1913. Same story, different country.
It doesn't end there.
185 central banks exist in the world today.
Across the globe, the governments get as much money as they want, the bankers load their pockets with interest, and the taxpayers pay for it all.
Oh, and if you don't pay your taxes, they'll fine you, penalize you, or throw you in jail.
The ONLY way out of this is to STOP USING THEIR MONEY.
As long as you're using the money that central banks control, the central banks will have control.
You have to stop giving them energy.
Use a different form of money that they can't control.
This is why Satoshi Nakamoto created Bitcoin.
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@BurggrabenH @EricLDaugh @__Injaneb96 Also have to mention that the orange revolution and change in the Ukraine government was made with US involvement. There are literally tapes to prove it!
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Ungrateful? Go fuck yourself with that bunch of lies. You Pravda idiot.
The Trump administration is veering into outright disinformation.
A few facts:
1.The U.S. signed the Budapest Memorandum (1994), under which Ukraine gave up its nuclear arsenal in exchange for security assurances. Walking away from Ukraine now undermines those commitments and future non-proliferation credibility. The UK was also a signatory.
2.U.S. military and financial support to Ukraine has been materially reduced since late 2024 — this is publicly verifiable via the Ukraine Support Tracker.
3.NATO is a defensive alliance. Article 5 has been invoked exactly once — after 9/11 — and allies responded with substantial military support to the United States.
If you want to argue for a policy shift, do it honestly. Don’t rewrite history to justify it.
You broke it, you own it.
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@0xb1ob @BangkokPostNews I've read some time ago that Thailand passed new law that gives visa to people buying real estate in Thailand. This is not true?
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@BangkokPostNews Would be also nice to see some changes to attract Polish or European investors. Especially changes around Visas for property owners and also banking.
Right now, as a condominium property owner I still need to enter on a tourist visa and I’m not able to open a local bank account.
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Thailand is stepping up its tourism push into Central Europe, with Poland emerging as a key growth market. New direct flights between Poland and Thailand are expected to improve access and support visitor numbers at a time of disruption on traditional transit routes. Thai tourism officials see Poland’s expanding economy and rising incomes as strong drivers of long-haul travel demand, with Thailand well placed to attract more Polish visitors seeking longer stays and higher spending experiences.
Listen to the story or get the full story in the 1st comment.
#BangkokPost #Tourism #Poland #Thailand

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@AlexMasonCrypto I disagree... Yes, it won't be easy. But many do not count Starship in their estimations. Most do not talk about it. World will change once it's operational.
youtu.be/Bqd0b3X6Ejs

YouTube

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🚨 THE AI BUBBLE IS ABOUT TO BREAK
And I don’t think people are prepared for what comes next.
Everyone keeps treating AI like the next internet.
I don’t see it that way.
To me, this looks far closer to a debt bubble, and the timing lines up for real stress around 2026.
Let me explain.
Right now, the AI industry is burning roughly $400B per year, while generating maybe $50–60B in actual revenue.
That gap isn’t “early-stage growing pains.”
That’s a structural problem.
Some of the biggest AI players are reportedly losing tens of billions per year, and most companies using AI aren’t seeing meaningful returns at all.
Not low returns.
Zero.
That’s the part nobody likes talking about.
A few things stand out.
First, a lot of the money flowing through AI isn’t real demand. It’s circular.
Big players funding each other.
Partnerships that look good on paper.
Revenue that mostly stays inside the ecosystem.
It creates activity, not profits.
Second, when you look at timelines, there’s still no clear moment where this suddenly pays for itself.
Costs keep rising.
Margins are still unclear.
And the “we’ll scale later” argument is carrying everything.
Third, the pivot toward government and defense contracts feels less like growth and more like a safety net quietly being prepared.
That’s usually not bullish.
Here’s the part that worries me most.
The dot-com bubble was mostly equity.
When it burst, investors got wiped, but the system survived.
This time, AI is being built on massive debt.
Companies are borrowing enormous amounts assuming profits will come later.
If they don’t, the debt still has to be paid.
Private credit has already poured hundreds of billions into tech-linked loans.
Insurance companies are deeply exposed.
Banks are tied in through leverage and credit lines.
It’s all connected.
And this is happening while the consumer is already under pressure.
Foreclosures are rising.
Auto repos are climbing.
Student loan defaults are spreading.
Credit card delinquencies are increasing.
That’s before any AI unwind.
Add a tech debt problem on top of this, and it starts to look a lot less like a normal correction.
One more thing most people ignore:
The power grid can’t support the data centers everyone is planning to build.
That pushes revenue further out.
Debt payments are due now.
I’m not saying AI disappears.
I am saying the market may be wildly mispricing how painful the road there could be.
Curious to hear what others think.
Btw, I was one of the only people who called the market bottom in 2022 and the exact top in October, and I’ll do it again. Helping people navigate these cycles is what I do.
When I believe the market has truly bottomed and it’s time to invest, I’ll call it here publicly.
A lot of people are going to wish they followed me sooner.

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Chopin retweetledi

John Wick vs Neo(Matrix) ? But terminator ...
This is done by Seedance 2.0 Fast model.
Seedance 2.0 Fast model's quality is not as good as Seedance 2.0 under high-speed motion.
But it performs equally well as Seedance 2.0 in low-speed motion or dialogue scenes.
#Seedance2 Seedance 2.0 long video testing
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Avg now 65K. Even though Saylor has forsaken us, crypto has given me so much.. I will FIGHT during our final hour.
If we are defeated, we will wait for the forsaken to be expelled from $BTC, then RISE from the ashes like a phoenix from prices so deep we dare not yet speak.

Chase@Crypto_Chase
$BTC I've officially started bidding #Bitcoin here at 66,000. I will add down to 58K~. Bitcoin's last stand. And if we simply go to zero, I'll have a smile on my face watching Saylor lose it all and go to jail for ruining our space with his ponzi. Good luck.
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@AndrewCryptoHQ youtu.be/-Mgy1_0l0Ms
This is not that simple. I recommend watching this episode.

YouTube

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Michael Saylor must be fully liquidated before crypto will go up again.
A lot of those 50b$ buys were made with borrowed money. That debt still has to be paid back, no matter how strong the conviction is.
Leverage and volatility don’t mix. Eventually something breaks.
There’s also the bigger issue people don’t like to talk about: this level of concentration is bad for Bitcoin. It creates central points of failure, which goes directly against what Bitcoin was supposed to be in the first place.
Bitcoin doesn’t need heroes or CEOs. It doesn’t need one guy propping it up with debt.
Every leveraged trade ends the same way. Not because of opinions or narratives, because the math forces it.
When forced selling starts, everything changes.
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@paraszopen no i dont think it will happen. it would if everyone stopped licking saylors boots though
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@IncomeSharks @Whale_Guru I’m not sure about that. If you take out a 30y mortgage, you’re basically a slave to it. Where I live you end up paying double the principal. Then there are geopolitical tensions who knows what Russia might do. Owning a home also reduces your ability to move quickly if needed.
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Chopin retweetledi

The index will finally cross 50!
The expansion begins soon…
Bitcoin's redemption is coming…
Andreas Steno Larsen@AndreasSteno
With all of the regional PMIs out, I'd highlight that Manufacturing is doing EXACTLY what we expected once the "bonus depreciation window" opened a few weeks ago. UP! ISM > 50 is coming now
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Chopin retweetledi

This is the biggest irony in tech history.
Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap.
Salesforce reported growth. Stock fell 5.6%.
ServiceNow beat earnings. Stock crashed 11%.
SAP beat projections. Stock dropped 16%.
Entire software sector entered bear market territory. Down 22% from peak.
These are the companies everyone said would WIN from AI.
They spent billions BUYING AI companies.
ServiceNow: $7.75 billion for Armis.
Salesforce: $8 billion for Informatica.
They launched AI products. Built AI workflows. Hired AI teams.
And the market said: You're all dead.
Because investors just realized something nobody wanted to admit:
AI doesn't make software companies stronger.
AI makes software companies OBSOLETE.
Morgan Stanley:
"In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative."
Good earnings aren't enough anymore.
The market is pricing in a world where AI replaces the software these companies sell.
ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift."
Market response: 11% crash.
Because here's what he didn't say:
If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses?
The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency.
One AI agent replaces 10 seats.
One prompt replaces months of custom development.
One LLM call replaces entire software categories.
Klarna already proved it. CEO said they pulled Salesforce out of their stack.
Built everything themselves using AI.
And that's just the beginning.
The software apocalypse hit hardest on companies that INVESTED IN AI:
Atlassian: down 12.6%
Intuit: down 7.8%
HubSpot: down 11.5%
Zscaler: down 6.3%
Meanwhile, the companies ENABLING AI made money:
Nvidia: up
Semiconductor stocks: surging
Memory firms: rallying
The divide is brutal.
Hardware companies print cash.
Software companies get destroyed.
Because in an AI-first world, you need GPUs to build the models.
But you don't need software subscriptions when the AI builds the software for you.
Jim Cramer called it the "P/E multiple compression crisis."
Translation: Investors don't care about earnings anymore.
They care about whether your business model survives the next 5 years.
And right now software business models look doomed.
They're literally stuck:
If they DON'T invest in AI, they fall behind.
If they DO invest in AI, they cannibalize their own products.
It's a death spiral with no exit.
ServiceNow spent $12 BILLION on acquisitions in 2025 alone.
Trying to buy their way into relevance.
And yesterday the market cooked them.
The craziest thing to me tho...
Most software companies beat earnings.
Revenue was solid. Growth was fine.
But it didn't matter.
Because the market stopped pricing software on what it earns TODAY.
It's pricing software on what it's worth in a world where AI does the job for free.
And in that world these companies are worth nothing.
This is the biggest sector repricing since 2008.
$500 billion in market value gone in ONE DAY.
And it's not stopping.
Because every company watching this is thinking the same thing:
"If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?"
The answer used to be: "Because you need enterprise-grade reliability."
But now? AI agents are getting reliable. Fast.
Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens.
You can't win a pricing war against free.
The companies that spent BILLIONS preparing for AI are getting killed BY AI.
What an irony.
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