Gaetano Mosca

0xGaetano

@GavinSBaker What happens to PCIe then if UALink becomes a serious competitor?

Scale-up networking fabrics effectively subsuming scale-out fabrics will likely be the most important datacenter trend for next 3 years. NVLink5 more important than Blackwell.

@Brentsketit Think it’s similar to what happened in December probably. But if we have a rates scare like August -> October then it’s going to shake most people out. Then we bid.

@hype_eth 🫡

@knowerofmarkets @Brentsketit tell me ur in sisy tg without saying it 🙃

@Brentsketit brent's bags on zk

@knowerofmarkets AAI as a service

Gaming exposure + free AI token for staking? Moon that.

@sumfattytuna Should link up at zizis if you’re in town

Lost a bunch of unnecessary cash yesterday by having too many positions. Weird market though, when the most retarded coins just absolutely run its hard to make decisions on which bags to even cut or TP on. Going to try to go narrower/more decisive. Or just run an automated strategy for bags im not actively monitoring. Speaking of which what is the best way to execute limit orders on solana rn

@factorydoge69 Never forget bonding.

if everyone bula and believes higher prices in future why would u wait in a 3, 3 type situation to bid versus frontrun the others?

@SyncusI Isn’t a lot of this just the token itself?

@degencryptoinfo This is why ZK sync exists.

eth at $8k+ becomes like btc to transact on-chain in theory people use l2s but ux and liquidity is fractured vs. solana

@logan_larkin day 1

$prime about to go parabolic

Bonk terminal value is not infinity. It’s about 1.1bn FDV.

@factorydoge69 Bonk claims incoming.

fuck are the bonk claims over for sol phones?

It is basic, but not poor.

“How do I short $bonk “ -overheard in west village this evening

@nobrainflip @a16z This is helpful - thanks.

Some tokens rise 100X more than others during bull market. Wanna predict them? Tier 1 VCs set narratives - follow them. I've analyzed @a16z article, and here're their bets for 2024 🧵👇

To the hour that I opened CoinGecko again for the first time in a year, a massive liq occurred. There are learnings in this market for all.

@gainzy222 I mean if people are gigabull and there’s no narrative other than money moving around soylana leverage has to get wiped eventually. Part of the process.

We haven’t had a real pullback in forever, just dips for ants No one sidelined got anything near an entry Lower your leverage lmao

@0xWittgenstein Not exactly what’s happening here.

This is bread and butter semis trading. Next step is to watch for pullbacks on those wafer orders (or the magic C word “cancellations”), and no narrative will save this stock.

@0xWittgenstein Ha was at one of these meetings and none of this was said. CoWoS capacity matters more / everyone knows next gen h100 is on 3n. Need to focus on margin stacking hgx systems and tier 2/non hyperscaler demand layering on late CY24.

NVDA slight op today w Jensen doing 1x1s next week How every mtg will go How’s 3nm, why late to ship bc of ute rates or something else, where is TSMC capex softness coming from, is bleeding into elsewhere? Finish up w/ so u really gonna hit ur guide or u just messing with us?

@NorthRockLP These have existed but the main issue is that it doesn’t work under currently regulatory regime of needing to be delivered physically.