Marcodxm

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Marcodxm

Marcodxm

@vaultmarco

Liquidity • Intelligence • Positioning Surviving Solana trenches | Microcap rotations DM for collab / not financial advice https://t.co/2CFo2SEniF

Somewhere Between Cycles Katılım Ocak 2013
176 Takip Edilen151 Takipçiler
Marcodxm
Marcodxm@vaultmarco·
BTC chillin' around $63-64K rn. ETH \~$1820, SOL holdin' \~$77-82. Market consolidated after rough Q2 but policy vibes + ETF rotation keepin' the dream alive. Summer volatility = your entry point. Stack smart kings 👑
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Solana
Solana@solana·
you're all in this picture
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JTX
JTX@jtx_trade·
The way you trade on Solana changes on Tuesday.
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Marcodxm
Marcodxm@vaultmarco·
@Cointelegraph Pressure on everyone else – efficiency wars heating up nice. We chillin' but this gonna make AI way more accessible fr. Game on 🤖💰
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Cointelegraph
Cointelegraph@Cointelegraph·
🤖 AI: OpenAI, Meta, and SpaceXAI are racing to cut AI costs with more efficient models, putting pressure on rivals like Anthropic.
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Marcodxm
Marcodxm@vaultmarco·
Crypto maturatin' with real regulation wins while AI innovation goin' nuclear. Institutions in, retail FOMO incoming. This the setup for the next leg up – don't get left on the sideline fam. What y'all think? Bullish or we cookin' more? 👇
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Marcodxm
Marcodxm@vaultmarco·
@Manicdyor Buy the good ones and HODL till billions? That's the playbook right there.
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Manic
Manic@Manicdyor·
We are incredibly early to this cycle So many good memes with cult like communities Buy them and HODL till billions The memecoin super cycle is almost here
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Marcodxm
Marcodxm@vaultmarco·
@Cointelegraph We chillin' but the real question hits different. Even if AI cools off, the infrastructure and adoption stay cooking long-term. You thinking BTC weathers the storm easy or what? 💰🤖
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Cointelegraph
Cointelegraph@Cointelegraph·
Mark Yusko believes the AI bubble is destined to burst. But the real question is: What happens to Bitcoin if it does? Hear his answer starting at 12:40. youtu.be/U7IHktprMcQ?si…
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Marcodxm
Marcodxm@vaultmarco·
@pidotdev That's the clean minimalism we like to see – no bloat, just straight performance.
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Oji
Oji@BimoKosonganus·
Kejadian nya begitu cepat
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Marcodxm
Marcodxm@vaultmarco·
@TradingTerminal can u fix taht user experience when volum moving high .fps alway drop . dont askin about my device
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Marcodxm
Marcodxm@vaultmarco·
1/ Yo fam, remember that absolute CHAOS with Robinhood and GameStop back in Jan 2021? The one that had WallStreetBets going nuclear and hedge funds crying? Let me spill the tea real quick, no cap. This shit was wild af. 2/ So r/WallStreetBets was on demon time hyping GME. Hedge funds (like Melvin Capital) were shorting it HEAVY — over 140% of the float. Retail investors started piling in, boom: short squeeze. Price went from ~$20 to almost $500 in days. Hedge funds were getting squeezed like a mf and losing billions. W for the little guys… at first. 3/ Then Jan 28, 2021 hits. Robinhood (and a couple other brokers) straight up BLOCKED people from BUYING more GME, AMC, etc. You could only SELL. Users lost their minds — apps getting review bombed to 1 star, protests outside HQ, the whole internet on fire calling it market manipulation to save the big dogs. 4/ Robinhood’s excuse? “Clearing houses raised collateral requirements like crazy cuz of the volatility, we had to raise $1B+ overnight or we couldn’t settle trades.” Sounds legit on paper… but with all that Payment for Order Flow (PFOF) money going straight to Citadel (who bailed out Melvin), it looked mad sus to everyone. Highkey conflict of interest vibes. 5/ Backlash was insane. Even politicians who normally hate each other (AOC + Ted Cruz) were both saying this was fucked. Class action lawsuits flying everywhere. Then Congress dragged Robinhood CEO Vlad Tenev into a hearing to explain himself. The drama was top tier. 6/ In the end? A lot of retail investors got burned holding the bag when it crashed. Hedge funds took massive Ls (Melvin basically died later). Robinhood got dragged but still IPO’d later and bounced back. Showed how powerful retail + Reddit can be… but also how the system lowkey protects the big players when shit hits the fan. 7/ Full deets if you wanna deep dive: Wikipedia (best timeline): en.wikipedia.org/wiki/GameStop_… CNBC full recap of the madness: cnbc.com/2021/01/30/gam… So real talk — was Robinhood just tryna survive the volatility or lowkey protecting their hedge fund homies? What’s your take? Drop it below #GameStop #Robinhood #WallStreetBets #MemeStocks #ShortSqueeze #2021Drama
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Marcodxm
Marcodxm@vaultmarco·
Most people still think AI = ChatGPT. But we’re entering a completely different era. The real shift isn’t bigger models. it’s AI that can actually *do* things on its own.This is what we call an AI Agent. Let me explain it simply.
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Marcodxm
Marcodxm@vaultmarco·
Bitcoin is holding in the $60K–$64K range while the AI narrative continues to dominate capital allocation. As AI agents become more capable of executing real-world tasks, the infrastructure layer (compute, data, and payments) becomes increasingly important. This is why the intersection of AI agents + crypto rails remains one of the most interesting long-term themes. #Bitcoin #AICrypto #AIAgents
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Marcodxm
Marcodxm@vaultmarco·
Gm chad
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Marcodxm
Marcodxm@vaultmarco·
@BullTheoryio Burry out here shorting Nvidia, Micron & the whole semi crew rn? AI chip bubble 'bout to pop 🔥 65% above 200DMA on SOXX, retail bullish af. Rotation signal or another leg? Eyes peeled 👀
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Bull Theory
Bull Theory@BullTheoryio·
MICHAEL BURRY SAYS THE AI CHIP BUBBLE IS ABOUT TO BREAK. He just shorted Micron, Nvidia, Applied Materials, and SOXX, the iShares Semiconductor ETF. On Micron specifically, his case is simple. The stock is up 248% year to date and is now more extended above its 200-day moving average than at any point since 1984, not even at the dot-com peak. But the valuation isn't the most alarming part. Over 42 years, Micron has suffered 34 drawdowns of more than 30%. Its median return on invested capital is 4%. Free cash flow has been negative nearly half the time. Burry called it "a destroyer of capital" one in every three quarters. The AI rally papered over all of that. But Micron doesn't control its own cycle. Samsung and SK Hynix do. When they decide to ramp supply, Micron's margins collapse. That has happened 34 times in 42 years. On the broader AI chip trade, Burry says the Philadelphia Semiconductor Index is trading 65% above its 200-day moving average, a level only seen once before in history, right before the dot-com crash. He expects a 30% correction across AI chip stocks. Retail sentiment on Micron is bullish with message volume up 260% in 90 days. That is exactly the setup Burry is betting against.
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