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Cortado

@CortadoDev

Austin, TX เข้าร่วม Aralık 2023
163 กำลังติดตาม128 ผู้ติดตาม
Cortado
Cortado@CortadoDev·
@Shuri2060_defi Yes. Jeff is busy posing for magazine covers instead of grinding on HIP-4.
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shuri.hl
shuri.hl@Shuri2060_defi·
.hl's too noisy on the tl again dump it
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DVB
DVB@DeepValueBagger·
You can just tell Nebius is getting stuff done left and right. It's telling when you watch how CEO reports. I did not like getting education of "ai datacenter value" in ER call from $IREN last quarter -- it's amateur hour. A serious call like Nebius is reporting like 5 subsidaries, sold out capacity, new products, new techs, new partnership.. the list is long. It is a reflection of the entire company execution.
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Mark Laird
Mark Laird@MarkTheLaird·
$IREN The time is NOW for a deal. As a shareholder I am getting impatient. Our assets on paper should warrant all hyperscalers to scramble for a deal with us as a no brainer. The lack of a deal is starting to point to seeming vulnerabilities and weakness in our offerings.
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Mark Laird
Mark Laird@MarkTheLaird·
@CortadoDev @DeepValueBagger @danroberts0101 I disagree that he is outmatched or outclassed. However, I would appreciate greater communication as to our software buildout. The software buildout has repeatedly been indicated as a desire from potential partners and hyperscalers. I feel it is crucial to execute it well.
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DVB
DVB@DeepValueBagger·
@MarkTheLaird Reasonable to expect. Good thinking
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DVB
DVB@DeepValueBagger·
@Sandeman52 I have half a million dollar in spacex. I just dont know how to assess it. Let it ride.
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Aleksei | Only21M
Aleksei | Only21M@AMoneroHodler·
So Naval deleted everything ZCash related that he posted on his profile, or I just can't see it. LMAO.
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Cortado
Cortado@CortadoDev·
@Lazarus_Capital Yes. "Dan" is a fraud. "Dan" is laughing all the way to the bank. Remember: he dumped on retail at $33! He knew it was overpriced then.
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Lazarus
Lazarus@Lazarus_Capital·
Looking at these BTC miner turned “neolcouds” and the CEO pay is DISGUSTING. Equity/share packages in multiples of any value they bring from capitalizing on AI. Sure, some are founders but $IREN getting up to 5% yearly for executive/board comp is crazy. $IREN $WULF $WGMI $MARA
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Muyao
Muyao@MuyaoShen·
gm, who's in HK to hang out? 🙋‍♀️🙋‍♀️🙋‍♀️(im not here for work, so no crypto talks. thank you very much)
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Cortado
Cortado@CortadoDev·
@alex_hunter20 He knows $HYPE is done. I’m shorting this too. Slob on “Jeff’s” knob some more bulls. Easy money for me!
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Alex
Alex@alex_hunter20·
As Loracle keeps increasing his short the funding rate on $HYPE has flipped negative (meaning you’re literally paid every hour to long) Loracle is now short over $30M of $HYPE 💀
Alex tweet media
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Cortado
Cortado@CortadoDev·
@degennQuant I am max short this shitcoin. Ready to buy a new lambo. Thanks bulls!
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Cortado
Cortado@CortadoDev·
$HYPE will get BOOTY BLASTED tomorrow. I am short with MAXIMUM LEVERAGE.
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Cortado
Cortado@CortadoDev·
@AMoneroHodler @LTekoo2 But if I understand correctly there’s nothing stopping you from keeping it private if you want or need to. The public option is just so it can exist on institutional rails. Am I missing something?
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Aleksei | Only21M
Aleksei | Only21M@AMoneroHodler·
@CortadoDev @LTekoo2 Because it has no adoption and complies with authorities and the main userbase willing to hold a privacy token dislikes authorities.
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Cortado
Cortado@CortadoDev·
@Shuri2060_defi Cope harder. Loracle is a trading savant and he is definitely short HYPE. And he will be right again! This is a shitcoin.
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shuri.hl
shuri.hl@Shuri2060_defi·
Many posts seen on a large HYPE short but not disclosing everything known. A lot of needless anger and misinformation. We've had no news of the largest airdrop recipient having sold anywhere near half their stack in the last 1.5 years. Meanwhile, this short position currently does not amount to half of what the top address received. So people thinking they can be liquidated might want to think again. I don't have the interest to go sleuthing, but a little common sense tells me their portfolio is likely net long. The short looks like a offset risk given the broader market. There's nothing I see within the HL eco to suggest they are shorting on information like some are suggesting. If you're copy shorting, then you might find yourself fucked unless you are also hedging your spot bag. If you're counter longing, then you might find yourself fucked feeding the next liquidation cascade. Maybe a long spot hold is the answer
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Cortado
Cortado@CortadoDev·
@Henrik_on_HL Imagine touching HYPE lmao it’s such a garbage asset and shorting it will print. @chameleon_jeff is too slow at shipping. Going to get eaten by Polymarket perps because he was posing for a magazine instead of grinding on HIP-4. Definitely going to copy this trade with size!
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Henrik
Henrik@Henrik_on_HL·
Loracle now holds a $30,000,000 $HYPE short and is still increasing it
Henrik tweet media
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Cortado
Cortado@CortadoDev·
@danroberts0101 Don't get dog walked on your next deal like you did by MSFT. You need to stand up for yourself and your assets.
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Daniel Roberts
Daniel Roberts@danroberts0101·
Where power becomes intelligence. NVIDIA GB300s arriving at Childress for our Microsoft Horizon deployment. Big effort from the team. $IREN
Daniel Roberts tweet media
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Cortado
Cortado@CortadoDev·
@Lazarus_Capital Even if they did sign a "deal", it wouldn't be economic for IREN. Anthropic probably has extremely high IQ and ruthless negotiators. They would dogwalk @danroberts0101 and make him dance for them. They wouldn't give him anything good.
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Lazarus
Lazarus@Lazarus_Capital·
@CortadoDev I mean Anthropic uses air cooled trainiums and has a diverse GPU mix, wouldnt surprise me for them to get any compute possible. But theyve been compute constrained for a while... while IREN has had all this compute available...
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Cortado
Cortado@CortadoDev·
@Lazarus_Capital @Spiralout_one Actually extremely negative sign that he is saying that. It means it's not true because if it were he would likely have an inkling and wouldn't want to get in hot water with the SEC by posting that.
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Lazarus
Lazarus@Lazarus_Capital·
yeah I agree with you theres deff a chance but its the same prob as every other AI infra name with power capacity. Only the IREN bulls are stirring up the rumor since they likely have no other bullish news to share. One thing for retail no names to do it, another if its a former employee or board member
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