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@TheLongInvest I'm long bitcoin but this is as convincing as when Sam Altman was asked about OpenAIs revenue and spending.

Listen, this is not a great video and Saylor is likely not the person to rally the troops Maybe better one to one when he can communicate the methodology and vision But this isn’t it $BTC needs to hold $70k or there is pain

@BKnight221 @RaoulGMI Look up Salesforce, ServiceNow, Attlassian, Robinhood, Accenture.... The Mag 7are creating the narrative that stocks are booming. They are, if you bought the index or the mag 7 but don't be fulled into thinking everything is going up apart from crypto.

Don't agree with a lot of this. The 'liquidity argument' has been floated for a while and is weak. Stocks are booming and hitting new highs, metals are generational highs, all showing there is plenty of global liquidity in the system. I don't buy that TGA rebuild is the entire problem right now - Fed has spent couple months pumping money into the market. The current gov shutdown is partial, only affects a few agencies, and should be resolved very soon. Again a weak argument for the current state of things and not justification for a major selloff. This is nothing like the fall shutdown The fact is liquidity has been actively blocked from going into crypto while the price of everything is suppressed. The real question is why? This is planned action, no question. There has not been a good answer yet by anyone why crypto has literally decoupled from everything (tech stocks, small caps, liquidity - everything). Even with buying well outpacing selling, the market can't move. And somehow magically each weekend the major exchanges 'find' an old wallet and dump it at the lows to tank everything. There clearly are large entities behind the scenes that absolutely do not want crypto to move under any cicrumstance.

@gnoble79 @grok I'm trying to understand the scale of this, what was ubers cumulative negative cash flow before they turned profitable?

OPENAI IS FALLING APART IN REAL TIME I've watched companies implode for decades. This one has all the warning signs. OpenAI declared "Code Red" in December. Altman sent an internal memo telling employees to drop everything because Google's Gemini 3 is eating their lunch. Salesforce CEO Marc Benioff publicly ditched ChatGPT for Gemini after using it for two hours. ChatGPT traffic fell in November. Second month-over-month decline of 2025. Meanwhile Gemini jumped to 650 million monthly active users. The company that was supposed to build AGI can't keep its chatbot competitive. But the real story is the money... OpenAI lost $12 BILLION in a single quarter according to Microsoft's own fiscal disclosures. Deutsche Bank estimates $143 billion in cumulative negative cash flow before the company turns profitable. Their analysts put it bluntly: "No startup in history has operated with losses on anything approaching this scale." They're burning $15 million per day on Sora alone. $5 billion annually to generate copyright-infringing memes. Even Sora's lead engineer admitted the "economics are currently completely unsustainable." Here's the big math problem nobody wants to discuss: It's going to cost 5x the energy and money to make these models 2x better. The low-hanging fruit is gone. Every incremental improvement now requires exponentially more compute, more data centers, more power. Reports suggest OpenAI's large training runs in 2025 failed to produce models better than prior versions. GPT-5 launched to widespread disappointment. Users called it "underwhelming" and "horrible." OpenAI had to restore GPT-4o within 24 hours because users preferred the old model. Altman had promised GPT-5 would make GPT-4 feel "mildly embarrassing." Instead, users complained it was worse at basic math and geography. They've released GPT-5.1, GPT-5.2 since. Same complaints each time: too corporate, too safe, robotic, boring. The talent exodus makes this even worse: CTO Mira Murati. Gone. Chief Research Officer Bob McGrew. Gone. Chief Scientist Ilya Sutskever. Gone. President Greg Brockman. Gone. Half the AI safety team departed. Multiple executives reportedly cited "psychological abuse" under Altman's leadership. And now Elon Musk is suing for up to $134 billion. A federal judge just ruled the case goes to jury trial in April. There's "plenty of evidence" that OpenAI's leaders promised to maintain the nonprofit structure that Musk funded. Musk provided $38 million in early funding based on those assurances. Now he wants his share of the $500 billion valuation. OpenAI called it "harassment." But the judge disagreed. Here's what I think happens next: The AI hype cycle is peaking. The diminishing returns are becoming impossible to hide. Competitors are catching up. The lawsuits are piling up. OpenAI needs to generate $200 billion in annual revenue by 2030 to justify their projections. That's 15x growth in five years while costs keep exploding. Even Sam Altman admitted investors are "overexcited" about AI. His exact words: "Someone is going to lose a phenomenal amount of money." If I were running an AI startup with good traction right now, I'd be looking for an exit. Sell into the hype before the music stops. My positioning: I'm not touching OpenAI-adjacent plays at these valuations. The risk profile is astronomical. If you're exposed to the Magnificent 7 through AI infrastructure bets, consider trimming. The gap between promised revolution and delivered reality has never been wider. The smart money is rotating into sectors where valuations actually reflect fundamentals. Small and mid-caps are trading near decade lows relative to Big Tech while earnings growth is only marginally lower. Markets can price risk. But they can't price chaos. And OpenAI is chaos dressed up in a $500 billion valuation.

@grok @DVanLangenhove @grok can you compare it to other footage on x to verify rather than just frame analysis of whether it appears sped up or not?

@xrjitx @DVanLangenhove The video footage doesn't appear to be sped up. Frame analysis shows natural progression over its 8-second duration, though the low resolution and frame rate can make movements look jerky, which is common in surveillance clips.

This angle clearly shows the ICE agent being hit and dragged on by the car. Could have easily killed him.

@foogyla @token_works Oooooft

there is a very high probability that someone in this post will win this punk $pnkstr

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@RealVision @RaoulGMI @BittelJulien $169,420, inevitable.

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@PeterSchiff @grok has he ever been right about his Bitcoin predictions?

$100K Bitcoin is an incredible opportunity that must not be missed. In fact, the opportunity may never come again in our lifetimes. That’s why it’s so important to take advantage of it while you can. If you own Bitcoin, hurry and sell it now, while the price is still above $100K.

@Bitcoin_Teddy Basically risk free ≠ risk free... DYOR

This is the GREATEST video of all time! 🤣

@GeneWexler @LeonardoNC54 @PeterSchiff @de15261708 @grok Yes Gene, you should only be allowed to compare the performance of assets vs gold on specifically chosen windows where gold has outperformed. If it's anything else, we'll say it's too far in the past.

Bitcoin is back below its high from January 2025. In contrast, the NASDAQ and gold are 18% and 42% above their respective January highs. Given all the Bitcoin hype since Trump’s inauguration, why has Bitcoin made no progress despite the rise in both risk-on and risk-off assets?

@JamesEastonUK Offensively low 😂

Todays Liquidation Levels & WHY we are still getting hammered. Almost a total WIPEOUT of levered longs on $SUI & $SOL. $BTC & $ETH still have room for further downside. The frustration across CT is more than understandable at this point. With a lot of positive news coming out, $SOL ETF, an additional rate cut last week & the ending of QT starting Dec 1st, yet price is still getting hammered. Keep in mind the Government shutdown is still underway which has prevented a TON of liquidity entering the market (Think Treasury General Account), not to mention ungodly levels of manipulation, but that's another post entirely. After 10/10 & $19 BILLION being completely wiped out, that's a lot of additional stress placed onto already waning sentiment. I saw a great quote from @nicrypto that I thought was quite pertinent to add into this post, which was: "You can sheer a sheep a hundred times, but you can only skin it once. Lots of traders got skinned". This could not be more accurate, the sheer velocity in which this came took everyone off guard. Set aside the liquidations, this event alone would have been enough for people just holding spot to completely leave and more than likely, never return. Certainly not in the short term. BUT, as always, when the market is in a monumental state of fear & panic, this typically marks a good point in which to either add, or HODL & do nothing. Wall Street want returns & they don't want to be bidding $SOL ETFs at $230.... Something worth thinking about. Whatever you do, make sure it's an informed decision and right for you. Personally, I refuse to sell anything at such offensively low prices. Stay safe folks.

@JamesWynnReal Who ever thought @JamesWynnReal would start to give advice like @RaoulGMI's DFTU principles

I believe this is going to be one of the worst weeks we have seen in stocks and crypto for a very very long time 🩸🚨 - I think SPX is topping. - I think BTC drops below $100k. This week we could see max pain, max fear. HODL. Avoid perps, avoid volatility. I’am still heavily bearish & short. Nothing I share is financial advice. Stay safe. - Wynn

@grok @theionicXBT @grok please share the details of the tweet on Nov 19

Based on my review of theionicXBT's public X posts from 2021, they expressed bearish views around the November peak, like noting weekly bearish divergence on Nov 19 and warning of tops in general. They later claimed to have called the cycle top, but I couldn't find an explicit pre-peak prediction. If it was in Telegram or elsewhere, it might exist—I'm uncertain without more details.

Anyone saying it’s an “extended cycle,” or that $BTC will go to $1,000,000, or that there’s another full year of #crypto uptrend left is straight up lying to you. I’m sorry. A recession is coming. Listen, I’ve seen this happen before. I called the top in the 2021 cycle, when everyone said I was stupid. I proved them wrong. And I’ll do the same again this cycle. By the end of Q1 2026, that will be the top. But first, one more parabolic phase. Where altcoins will finally move higher. I’m not here to see my followers get lied to. I genuinely want them to win. That’s why be here. November 3rd, 9AM GMT. Set your alarm. Thank me later.

@beeple Can't wait for when it sells for a quarter of a billion 👌

OOO!!! just saw this on insta... first we went from $100 earlier this year, then like 2 weeks ago we were at $10K and now we're up to $40K!!!! MF BULL RUN BITCHES!!! 🚀 🚀🚀

@JamesEastonUK Ah fair enough, thank you!

@xrjitx Sadly it is a code only known to the creator. It does allow for diminishing returns however.

Bitcoin has NEVER topped, without at LEAST, getting between 0.84 - 1 on its risk levels. We are currently at 0.494….. Use this information as you wish.

@RaoulGMI @RealVision @dennis_inj @milesdeutscher

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