Anthoni Lamond

@rmapalacios Nunca hay igualdad absoluta

Sanchez y López Aliaga son dos caras del mismo problema: la falta de respeto a la propiedad y los contratos. Da lo mismo.

@QuintenFrancois @LayahHeilpern Not posible.

@LayahHeilpern Still very possible to jump to $100k before the year ends

bitcoin:native is up +28% since everyone told you it would dump into the 50s

@DBATTAGLIAYtube No es el fondo aun

El gráfico que marco el "fondo" de $Bitcoin fue BTC/GOLD Tenemos a BTC lo mas sobrevendido de la historia en gráfico mensual contra el metal. Divergencia oculta masiva que nos llevara de 1 BTC / 16 onzas de oro a 1 BTC /135 onzas en los próximos años. El oro esta caro Bitcoin esta muy barato. 📊 Datos y operativa desde Quantfury : quantfury.com/david/

@DBATTAGLIAYtube Paciencia.

Donde estan los que mandaban a MSTR a $50 ?⚰️⚰️⚰️ Saylor se los esta? Los escucho 👂

@DBATTAGLIAYtube 50k en camino, lo siento.

Entonces el plan era que venia una bajada mas de Bitcoin hasta 40k con rango hasta final de año no? Luego todos juntitos agarrados de las manos, íbamos a comprar el fondo exacto para hacernos ricos en la siguiente subida del ciclo no? Como esto era un fractal de 2022 no? A Saylor lo iban a liquidar para poder pagar sus deudas no? Ahora pagame el curso 😌

@elonmusk What about countries without technology? Without IA?

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

@crebosio95 Esto no tiene nada que ver más con matemáticas que con política.

Es como que ahora alguien diga que RLA "mágicamente" alcanzó a Sánchez. Cuando cualquiera que revisa las actualizaciones sabe que desde ayer en la tarde empezó un recorte. Entiendo que la política no es lo suyo. Pero antes de alertar a su público de algo primero comprueben, no?

Según la influencer Luciana Fuster, Sánchez pasó "mágicamente" a López Aliaga y se pregunta si el conteo de votos es real🤦🏻‍♂️ El recorte de RS fue más notorio desde la mañana del martes. No tuvo nada de mágico. Estos son los ídolos juveniles. Gente que repite y nunca investiga

@crebosio95 @rmapalacios Creo que no sabes sumar

Piura 402 Puno 97 San Martín 162 Tacna 52 Tumbes 59 Ucayali 186 Regiones que favorecen a López Aliaga y su # de actas observadas Arequipa 71 Callao 123 Ica 226 Lima 907 SÁNCHEZ: 3167 actas López Aliaga: 1327 actas

DATO 🚨 Regiones que favorecen a Roberto Sánchez y su # de actas observadas Amazonas 81 Ancash 239 Apurimac 47 Ayacucho 92 Cajamarca 227 Cusco 77 Huancavelica 45 Huánuco 211 Junín 165 La Libertad 386 Lambayeque 168 Loreto 334 Madre de Dios 53 Moquegua 29 Pasco 55 SIGUE

@MMCrypto I think intuition is a feature that most succesfull traders have, and is not easy to learn or replicate.

ALL my most successful Trades I opened based on my Intuition, not Technical Analysis. You may call that stupid, that I “feel”. But the 10 year track record proofs me right. Saying this in a humble manner, knowing I can still get fk’d anytime with this 😂

@TheMoonCarl You are a scam

Covid was the biggest scam in human history. 9/11 was second biggest scam. The moon landing was third biggest scam. Artemis comes in at number 4. What else did I miss?

@NoLimitGains But you said you bought Microsoft

🚨 IMPORTANT 🚨 The AI Repricing Is Coming. Most Won’t Survive It. Let me be direct: you’re late on AI stocks. We’re not at the start of a new tech cycle, we’re already deep inside it. Gartner officially put generative AI in the trough of disillusionment last year. The average enterprise spent $1.9 million on GenAI in 2025, and fewer than 30% of CEOs said they were satisfied with the ROI. That’s a BIG warning. Still, the market values these companies like every single one will win in the long run. Do the math. The total market cap of AI‑related public companies sits around $21 to $23 trillion. To justify that at a 10% annual return, they’d need roughly $2.2 trillion in annual profit. Their current combined net income is closer to $420 billion, and most of it isn’t even from AI. Investors are paying five times future profits that don’t exist, on a timeline nobody can model, in a sector where the unit economics are broken. OpenAI, probably the most important AI company out there, spends about $1.69 for every $1 it makes. It’s projecting $14 billion in losses this year and $115 billion in cumulative losses before reaching profitability in 2029. The company is raising $100 billion at a valuation near $830 billion. That’s more than the GDP of Argentina for a business still losing money at a WeWork pace. Meanwhile, hyperscalers are planning to pour $650 to $690 billion into AI capex this year. Amazon alone is spending $200 billion. The issue is simple: data centers commissioned in 2025 cost $40 billion a year in depreciation but generate only $15 to $20 billion in revenue at current utilization. That math doesn’t come close to working. In Deutsche Bank’s global markets survey, 57% of investors said an AI valuation crash is the biggest risk heading into 2026. One of their strategists put it bluntly: “AI and tech bubble risk towers over everything else.” This looks like the dot‑com era all over again, only with different letters. In 1999, adding “.com” to your name added billions in market cap overnight. Today, just mention “AI” on an earnings call and the same thing happens. The sentiment is identical. Morgan Stanley estimates retail investors have pushed about $700 billion into equities since January, five times faster than during the 2000 bubble. The dot‑com bust didn’t prove the internet was wrong. It proved that valuations matter, and that picking winners is almost impossible until reality resets expectations. Cisco peaked at $555 billion in 2000 and took two decades to recover. Amazon, trading for pennies in 2001, quietly became a $2 trillion company. That’s what I will be watching closely. When the repricing hits, it will be brutal. AI‑only names with no moat or revenue will get crushed. The ones pitching 70 times forward sales on numbers that don’t exist will go to zero. But what comes after is where the real upside lives. The survivors will be the companies with real ecosystems, sticky products, cash flow outside of AI, and the balance sheets to last. Think of the Amazons and Googles of this cycle. The infrastructure players that power the entire stack. When the dust settles and real monetization starts, those survivors won’t just be worth hundreds of billions. They’ll be measured in trillions. The technology is transformational, just not as fast or as universally as the market assumes. I’m not bearish on AI. I’m bearish on how certain people are about something that’s still uncertain. Be patient. Let the cycle do what it always does. The real move is knowing which stocks to own once everyone else gives up. When that time comes, I’ll tell you where I’m putting my capital. Many will wish they had followed me sooner.

@TheMoonCarl Closet X account because You are a stupid person

I’m very rich. What do I do next?

@APompliano Could be years ahead

Markets are going to rip higher when the Iran war is ended. Every investor is simply holding their breath until that moment.

@DBATTAGLIAYtube Hasta que la redistribución culmine ...

Tengo la sensación de que las noticias de la guerra de Irán ya no mueven tanto el mercado. Que opinas? 👁

@CdeCriptoz Que quiere decir un bajo local?

Es muy probable que tanto el SP500 como el Nasdaq marquen un bajo local entre el Lunes/Martes.

@Assasing_N @DBATTAGLIAYtube Buen punto, no lo había visto de esa forma.

@anthoni_lamond @DBATTAGLIAYtube Por qué asumís que estoy es asesoramiento???? Jajaja tendrías que ser muy turista para creerlo..... Ni vos ni el son los dueños de la verdad, el habla de lo que ve, tú habla de lo que veas, yo tomaré en base a mi análisis la mejor definición.....

En tiempos así es cuando se construye riqueza generacional. 🚨 1) Compramos velas rojas. 2) Sin apalancamiento. 3) No adivinamos topes o fondos. 4) No especulamos con el portafolio de valor a largo plazo. 5) Si no puedes comprar Hold es valido. 6) Si necesitas especular tu problema es de ingresos. 7) Entendemos la macro y los activos que compramos. 8) Solo vendemos si el activo tiene un problema intrínseco como la situación de MARA por citar un ejemplo. 9) Aprende a disfrutar del caos que te rodea o estos mercados te van a volver loco. 10) El plazo del portafolio es 2030 -35

@DBATTAGLIAYtube BTC no es un ponzi. Ponzi MSTR

Si Bitcoin es un ponzi ¿como es que todo el que ha tenido que liquidar lo ha hecho sin problemas? Pensamiento fugaz de mi cabeza. 🤔

@DBATTAGLIAYtube Concuerdo en que llegará a esos niveles, pero no sin antes atravesar el bear market que aún está por delante. Aún no es momento de comprar BTC en mi opinión.

@anthoni_lamond Por eso dije 200 y no 150 🤣

Wall street dice 150 mil este año para Bitcoin, yo digo 200 mil como mínimo. Ya empiezan a darse cuenta que la narrativa de la liquidación de Saylor promovida por los vende oro era humo. Este año es probable que la empresa tenga 1 millón de monedas. Los grandes estan comprando $MSTR y $STRC