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Victor
327 posts


@jatinkrmalik A counter argument from a biased investor. Are we going to be using AI more or less? Is our energy and RAM consumption going to be more or less due to future AI usage? I think its extremely over simplifying by saying “non-existent cash flow” when the demand definitely exists
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The reason why RAM has become four times more expensive is that a huge amount of RAM that has not yet been produced was purchased with non-existent money to be installed in GPUs that also have not yet been produced, in order to place them in data centers that have not yet been built, powered by infrastructure that may never appear, to satisfy demand that does not actually exist and to obtain profit that is mathematically impossible.
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@nobrainflip dexscreener.com/bsc/0x09009b64…
Same group from $BSC. Rotating volumes lol
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@liquidity_Doc Your calls are great. Just started following and you haven’t missed
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Victor retweetou
Victor retweetou

The next China 🇨🇳 is:
- not Mexico 🇲🇽
- not South America 🇧🇷
- not Central Asia 🇰🇿
- not Africa 🇿🇦
- not America with robots 🇺🇸
- and it is not India 🇮🇳
It is non-English speaking Southeast Asia 🇮🇩 🇻🇳 🇧🇩 🇲🇾 🇹🇭 🇰🇭 🇲🇲 🇸🇬
Vietnam, Indonesia, Malaysia, Thailand, Cambodia, Bangladesh, and Myanmar (no Philippines, no India) with Singapore as the new region’s “Hong Kong”.
That is 500 million people who will power the world’s next chapter of low cost manufacturing.
In this video I break down the 9 reasons why this is the case:
1. Willing governments (now is our time)
2. Willing people (traditional tiktok and no onlyfans)
3. No competition for the same workers (English verbal India and Mexican cartels)
4. Population density (Indonesia 🤯) for supply chain clustering
5. Educated populations with the right culture and the ability to level up from worker to engineer to boss (happening in Vietnam already)
6. Ports
7. Proximity to raw materials 🇨🇳 🇯🇵 🇰🇷
8. Proximity to manufacturing knowledge 🇨🇳 🇯🇵 🇰🇷
9. A trading hub to make it call come together
China is going to blow our minds over the next 10 years but a lot of industries are going to leave that country for non-English speaking SEA, and no it won’t be automated in the developed world.
This is a 10-20 year trend.
The future from China to Southeast Asia, is Asian.
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Caught this wave yesterday. This one sending me back to Japan
Tyler@TylerDurden
$NEIRO // m30 Vertical parabola incoming. Blow off top 3x higher @trader1sz
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A beautifully executed #Ethereum trade. 🙌
Finally a banger.
This is why we stay patient and cautious in the chop so we can capitalize when the market gets hot.
Have a nice evening fellas.


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As right as I’ll ever be holy shit lol. 1.5 years ago
Victor@juicerpapi
All signs point to Japan tightening policy, leading to higher rates that'll propagate globally as Yen savings are repatriated and foreign fixed income holdings are liquidated. They'll either look like geniuses or desperate. Both are probable #Yen
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Victor retweetou

This is very strange:
Gold is now up 30% in 6 months, posting one of its best 6 month gains in history.
However, during this time period FOUR rate cuts have been priced-out and the US Dollar just hit its highest since November 2023.
Meanwhile, risk-on investor appetite is at all time highs and #crypto just hit a new all time high.
Every single factor that has historically led to LOWER gold prices is happening now.
Except for 2 key factors, central banks are stocking up on gold and geopolitical tensions are skyrocketing.
When gold is behaving so strangely, it leads you to one key question:
Does someone know something?

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