@moonpay @MessariCrypto @JupiterExchange @MyriadMarkets @dflow @github Tools are evolving fast.
But what matters is how these agents
connect into real workflows.
That’s where utility becomes adoption.
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Long V Point
88 posts
Long V Point
@longvpoint
Cycles. Liquidity. Structure. Capital flows.
Sumali Haziran 2024
22 Sinusundan148 Mga Tagasunod
🚨 THE AGENTS ARE EVOLVING 🚨
new skills are now available for @MessariCrypto, @JupiterExchange, @MyriadMarkets, and @dflow
discover, build, and ship with the official MoonPay Agent @Github repo today
🤖 github.com/moonpay/skills
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@StockSavvyShay @fiscal_ai Cycles look different when constraints shift.
This isn’t just demand.
It’s a structural bottleneck
redefining how value is priced.
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This AI cycle is fundamentally different from every prior memory supercycle in $MU history.
Past supercycles were driven by unit volume growth with more phones + servers buying largely commoditized DRAM but but this one is a capacity-constrained cycle where HBM sells at ~5x conventional DRAM ASPs.
Hyperscalers are willing to pay whatever it takes because the real cost is leaving massive GPU clusters underutilized.
That is how Micron ends up producing $16B of operating profit in a single quarter.
Shay Boloor@StockSavvyShay
$MU ABSOLUTELY CRUSHED THEIR EARNINGS • Revenue $23.9B vs Est. $19.5B • EPS $12.20 vs Est. $8.73 • Net Income $14.0B vs Est. $10.5B • Gross Margin 74% vs Est. 69% Q3 Guide • Revenue $33.5B vs Est. $23.3B • EPS $19.15 vs Est. $10.77 • Gross Margin 81% vs Est. 71%
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@nvidia What’s interesting is how everything is converging.
Compute, data, and real-world applications
are no longer separate layers.
They’re becoming one system.
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Thank you to our GTC Live hosts and guests for joining us at the keynote pregame.
The show brought together top leaders across tech, infrastructure, and industry to explore how accelerated computing and AI are transforming everything from chip design and data centers to manufacturing and robotics.
@saranormous @GavinSBaker @Alfred_Lin #NVIDIAGTC
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@MessariCrypto @1inch Adoption often follows understanding.
Education doesn’t create noise.
It builds foundations.
That’s what makes systems last.
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We believe in an on-chain future
One where all businesses and individuals regularly interact with crypto and blockchain technology.
The backbone of any great movement starts with education.
That's why we're supporting @1inch in their call to universities for up-to-date DeFi education.
Learning brings the world onchain🎓
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@StockSavvyShay Big numbers get attention.
But what matters is
how durable that demand really is.
Infrastructure tends to outlast cycles.
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$NVDA CEO Jensen Huang says Blackwell and Vera Rubin alone represent a revenue opportunity likely exceeding $1T by 2027.
That figure reflects only backlog for those platforms and excludes GPUs, CPUs, storage and the rest of Nvidia’s stack.
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@NVIDIAAIDev @MistralAI Speed is improving fast.
But what matters more
is how these systems are structured
to scale over time.
That’s where real progress happens.
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✨ Congratulations to @MistralAI on the release of Mistral Small 4. This new hybrid model is optimized for general chat, coding, agentic tasks, and complex reasoning
AI Inference is optimized for vLLM to ensure high-throughput performance.
You can prototype the model for free on build.nvidia.com or deploy for production via NVIDIA NIM.
Run your first experiment today at build.nvidia.com/mistralai/mist….
Mistral AI for Developers@MistralDevs
🔥 Meet Mistral Small 4: One model to do it all. ⚡ 128 experts, 119B total parameters, 256k context window ⚡ Configurable Reasoning ⚡ Apache 2.0 ⚡ 40% faster, 3x more throughput Our first model to unify the capabilities of our flagship models into a single, versatile model.
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Data becomes valuable
when it starts shaping decisions.
Structure is what turns information into leverage.
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@MessariCrypto @CryptoRick98 @edgeX_KF @edgeX_exchange Raw data shows what happened.
Structure explains why it matters.
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Research Analyst @CryptoRick98 sits down with @edgeX_KF, co-founder of @edgeX_exchange, to break down the State of edgeX Q4 2025 report.
The conversation covers edgeX's explosive growth in TVL, perp trading volume, and fees.
Check it all out right here
Rick@CryptoRick98
edgeX had a strong Q4, perp volume up 174.5% QoQ, fees up 169.9%, and TVL closing the year at $352.9 million despite one of the largest liquidation events in October. Q1 2026 is shaping up to be a big quarter with the EDGE token TGE on the horizon. Here’s what went down. 👇
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@nvidianewsroom Every new computing era begins with a shift in infrastructure.
The applications follow later.
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NVIDIA Vera Rubin is opening the next frontier of AI.
#NVIDIAGTC news: The Vera Rubin platform’s seven chips are now in full production to scale the world’s largest AI factories.
Vera CPU, Rubin GPU, NVLink 6, ConnectX-9, BlueField-4, Spectrum-6 and Groq 3 work together as one AI supercomputer powering every phase of AI. nvda.ws/4cGyHXz
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@cryptocom @solana Every technology has a moment when it stops being experimental.
And starts becoming infrastructure.
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We’re rolling on year number 6, and the script keeps getting better.
Happy birthday to @solana, the home of builders and degens alike.
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@MessariCrypto @agentcashdev Data used to be scarce.
Now clarity is.
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Combine @agentcashdev with the Messari AI for a powerful crypto analysis team 🤝
You can now fire both up in your terminal to conduct x402 payments with a crypto wallet
Take a look how it all works 👇
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@moonpay Technology rarely replaces the world.
It slowly rewrites how the world works.
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@XFreeze Infrastructure quietly changes the world.
Most people only notice years later.
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Starlink just crossed over 11 million users globally
With frequent satellite deployments and entry into new regions, SpaceX is building one of the largest internet networks ever created
Starlink is redefining how the world connects, bringing internet to places that have never had access before
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@satyanadella Tools once extended our hands.
Now they are beginning to extend our minds.
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We’ve trained a multimodal AI model to turn routine pathology slides into spatial proteomics, with the potential to reduce time and cost while expanding access to cancer care.
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@naval Tools once extended our hands.
Now they are beginning to extend our minds.
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@astro_greek What looks extreme from the outside
often feels necessary from the inside.
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"No one should put this many hours into work. This is not good. People should not work this hard... This is very painful. It hurts my brain and my heart"
- Elon Musk
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@MessariCrypto Data tells the story.
Narratives only follow later.
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Discover deep insights into a crypto project’s fundraising with Claude Code, Messari AI, and x420.
Retrieve organized layouts of data showcasing complete details on the funding of the crypto asset you wish to review.
Then take that data and create visuals detailing the entire story. All in real time.
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@cb_doge Intensity looks extreme from the outside.
From the inside, it just feels necessary.
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"I am working 7 days a week, mostly from when I wake up to when I go to sleep"
— Elon Musk
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@cb_doge Great ambitions rarely start with a great reputation.
They start with curiosity.
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A rare picture of Elon Musk from 1988.
(middle row, 2nd from the left)
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