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AndyG
9.5K posts


@ChrisCamillo @GrahamStephan @jackselby27 Great video. The only thing I think you/they are missing about AI is that we won’t have to “use” it in the future. It’ll run as an autonomous layer and do all the things, sans user interface. Like electricity, it’ll power everything and we won’t have to do much.
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Deep dive on the AI bubble trade with @GrahamStephan and @jackselby27. Most won’t agree with me on this one. Link in comments.

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@BobLoukas A 4-year cycle in Stonks would be the most studied phenomenon in history.
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@BobLoukas The price action in crypto has been absolute dogshit for a year.
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$MSTR is in a clear bear market structure now. Down -35% over 12 months and DAT's out of demand/money, all while we're in a bull market!
This is a proxy for Bitcoin speculative demand and certainly not a good sign for this phase of the 4yr Cycle.
This is the concern for Bitcoin, which also is structurally teetering on the edge. We like to see dips in a bull market bought quickly, not languish.

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Going live shortly with @IBD_JNielsen, Its going to be a "Golden Goose of Free Market Capitalism" Banger,
Justin Nielsen@IBD_JNielsen
Can't wait to chat with @Upticken Jim Roppel. So many stocks to choose from and big surprise...he's bullish 🤫 Going Live at 5pm today October 6. youtube.com/live/LSBM3n5Gp…
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@KobeissiLetter A 10% surge on index inclusion shows how powerful forced flows from passive funds can be.
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What are my thoughts? @7AFL instagram.com/reel/DJDXkPAyN…
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@BobLoukas @dueyfromstlouis Pretty sure you often quote institution and government adoption as a main driver for price?
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@dueyfromstlouis In due time, not now, not yet. My hope was it would be a ground up movement. Not something that will become coopted and changed due to weak consensus and heavy influence. You dont think it's possible, but protocol is just code, code that can change with 'consensus'.
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Bitcoin should be ripping. But now it’s anchored. Not talking just this week, but sniffing it out for months. This should be a character defining moment. Remember “the chancellor on the brink”.
But we abandoned the core cypherpunk principles. We embraced mass tradfi custody. We welcomed the financialization of Bitcoin through paper claims. We cheered corporations hoarding BTC funded by debt. We backed government involvement and adoption, just because it made the number go up faster. We stopped pushing for self-custody and real onchain peer-to-peer use.
The Bitcoin that drew me in was defiant. It said no to tradfi, no to government. It was FU money. FU to all dependencies.
Reply guy will say “Bitcoin doesn’t care, it’s still that.” But it’s not. Bitcoin is what its community believes and practices. It’s a mindset. Its consensus. That consensus will be needed in the future, as attacks will come. The community will be meek.
Tradfi was always going to come. Inevitable, it’s an open protocol. But why support it out of greed. Why encourage it and why adopt it.
Bitcoin will eventually rip higher, price will go up, probably a lot. My point is dependency and correlation. The community is selling its soul.
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Mini crash 📉📉Equity futures open down -4.5% to -7% 📉📉📉 Just posted new RoppelReport.com 2 weeks FREE with all my thoughts and best ideas with buy points, crypto #BTC Taking all your questions this Wednesday.

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