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Quantum Necromancer
4.9K posts
Quantum Necromancer
@quantumjetpack
Tesla and Crypto Uber-Bull. Buffett Student. Quantum Gödel Realism. Musica Eternal.
Hilbert Space شامل ہوئے Ocak 2022
97 فالونگ254 فالوورز
Quantum Necromancer ری ٹویٹ کیا
UPDATE: CRYPTO AND BANK REPS TO MEET AT CAPITOL HILL THIS WEEK WITH SENATORS TILLIS AND ALSOBROOKS TO REVIEW STABLECOIN DEAL
The Wolf Of All Streets@scottmelker
BREAKING: 🚨 SENATORS AND WHITE HOUSE REACH AGREEMENT IN PRINCIPLE ON STABLECOIN YIELD FOR CLARITY ACT CRYPTO BILL
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There's always going to be "another piece of the puzzle". Elon sells dreams to investors. That's the current stage in his career.
Elon was always obsessed with leading the AI revolution, and now he is seeing the AI wave pass him by.
He desperately wants to attach Tesla and SpaceX to it, and this terafab-and-data-center-in-space nonsense is a desperate effort to make it happen.
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Quantum Necromancer ری ٹویٹ کیا
$BTC hit $67.3K and wiped out most of the long liquidations ✅
Now most of the liquidity is overhead, and CME futures looks set to open with a gap overhead. Beautiful.
This will likely be a volatile week and could push bit lower, but the table is set for a big squeeze higher.
Super฿ro@SuperBitcoinBro
$BTC 2-week liquidation heatmap It would be healthier to clear out the high leverage liquidity down to $67K before making a run back to the highs. Best case would be a weekend wick and recovery before CME futures open on Sunday.
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Terafab is such a blatant fucking pump it actually disgusts me. There will never be leading edge chips from them. There will never be Datacenters in space. This is such a blatant effort to IPO SpaceX on the back of some pie in the sky bullshit and then merge with Tesla, do a humongous raise and keep twiddling his dick for another 5 years
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A Tesla and SpaceX merger feels inevitable at this point.
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@TSLAFanMtl At this point he’s now the boy who cried wolf.
I’m sure his fans will eat it up.
But it’s time to put up or shut up.
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@TSLAFanMtl Eventually yes. But not in next five years lol
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@TSLAFanMtl For those new here, this is just Elon moving the goalpost again to keep his fans engaged as robotaxi and xai delays and setbacks keep mounting.
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@SawyerMerritt Let me fix that for you:
No one exaggerates better than Elon.
Anyone can tell a good story.
Contrast that with Steve Jobs. Doesn’t say jack until he actually delivers. Elon could take a cue from him.
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You gotta hand it to Elon, no-one thinks bigger than he does.
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Quantum Necromancer ری ٹویٹ کیا
𝗪𝗵𝘆 𝗜 𝘁𝘂𝗿𝗻𝗲𝗱 𝗯𝘂𝗹𝗹𝗶𝘀𝗵 𝗼𝗻 𝗮 𝗿𝗲𝗱 𝗱𝗮𝘆 ( $SPX -𝟭%) - 𝗳𝗶𝗿𝘀𝘁 𝘁𝗶𝗺𝗲 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿
•$VIX 𝗱𝗼𝘄𝗻 𝗼𝗻 𝗮 𝗿𝗲𝗱 𝗱𝗮𝘆 → hedges are being unwound into weakness, not added. That’s positioning shifting, not fear rising.
•𝗖𝗿𝘂𝗱𝗲 𝗿𝗲𝘃𝗲𝗿𝘀𝗲𝗱 𝗶𝗻𝘁𝗿𝗮𝗱𝗮𝘆 𝗴𝗮𝗶𝗻𝘀 → geopolitical/inflation risk getting priced out, not escalating.
•𝗚𝗼𝗹𝗱, 𝘀𝗶𝗹𝘃𝗲𝗿, 𝗰𝗼𝗽𝗽𝗲𝗿 𝗯𝘂𝗯𝗯𝗹𝗲 𝗽𝗼𝗽𝗽𝗲𝗱 𝗯𝗮𝗰𝗸 𝘁𝗼 𝗿𝗲𝗮𝘀𝗼𝗻𝗮𝗯𝗹𝗲 → crowded inflation hedge trades unwinding.
•𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗵𝗼𝗹𝗱𝘀 𝟳𝟬,𝟬𝟬𝟬 → risk appetite still intact beneath the surface.
•𝗠𝗮𝗿𝗸𝗲𝘁 𝗵𝗼𝗹𝗱𝘀 𝗹𝗼𝘄𝘀 / 𝗿𝗲𝗯𝗼𝘂𝗻𝗱𝘀 𝗾𝘂𝗶𝗰𝗸𝗹𝘆 → downside isn’t getting follow-through; supply is being absorbed.
•𝗜𝗿𝗮𝗻–𝗨𝗦 𝘁𝗼𝗻𝗲 𝘀𝗼𝗳𝘁𝗲𝗻𝗶𝗻𝗴 → narrative moving from worst-case to “lets be reasonable.”
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Quantum Necromancer ری ٹویٹ کیا
Three months ago I said sell hard into mid March.
Tomorrow is that date. 3/19
And today the largest bullish flow I have seen in a while just printed at the lows.
Here is what I am watching. 🧵
Tradable Astronaut@TradableAstro
$SPY has FOMC tomorrow & the forecast puts in a bottom by 3/19. Here is everything I am watching going into it. 🧵
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Quantum Necromancer ری ٹویٹ کیا
Good bounce from 68.7k local lows. Now coming into Range VAH. mVAH (~72k) the area to trade above here, I think. If it's going to reject and put in lower high, and stay in the range, this 70.8-71.5k *should* be it.
Looks decent so far, but wouldn't get too excited, yet.
chris@chrisgrx_
All eyes on today and tomorrow, especially tomorrows daily close, as crypto tradfi boomer land stops their trading. 70k still LIS for me after we get constructive PA/volume (aka not going to overreact if it gives a brief dip lower today).
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Quantum Necromancer ری ٹویٹ کیا
The proton mass is mostly binding energy, the quark masses from the Higgs make up only a tiny fraction. The strong force is universal, so it doesn't change if you replace up quarks by charm quarks, but the mass of a single charm quark is already larger than the total proton mass
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Quantum Necromancer ری ٹویٹ کیا
The different masses of quarks are set by their interactions with the Higgs field. The charm interacts much stronger than the quarks inside a proton. But this just exchanges a hierarchy of masses for a hierarchy of couplings. Where this hierarchy comes from is an open question
Neutral net 🕸️@yashv_singh
@martinmbauer How is the charm quark much heavier than proton itself?
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Quantum Necromancer ری ٹویٹ کیا
GM bros. I'm stacking today's dip.
The quoted post laid out why I was looking for 68-69 before bidding.
Could still push a little lower, maybe 67, but I'm not gonna let perfect be the enemy of good.
Super฿ro@SuperBitcoinBro
The daily 50 SMA on $BTC is sloping downward until March 27th, which may dampen an immediate rebound. But there is a good chance this will act as a strong tailwind into the March close, when it could run for the 100 SMA. Meanwhile, MSTR broke down from a rising wedge into an underside retest of the 200 week SMA, with a few gaps below. This backdrop combined with the liquidation heatmap tells me to be patient adding to my long-term bags. I'm hoping for another crack at $68-69K.
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Quantum Necromancer ری ٹویٹ کیا
There was a thesis that all banks are ledgers and will inevitably become chains connected to the global Ethereum superchain.
Over $8 trillion in deposits at regional U.S. banks to bring onchain.
Just getting started.
ZKsync@zksync
Today marks a new chapter for U.S. banking. The Cari Network, developed alongside five regional banks, is building a new platform to bring tokenized deposits onchain. Secure. Private. Within the regulatory perimeter. Powered by ZKsync’s Prividium.
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@Sykodelic_ Bingo.
I’m also baffled that people think that way.
And then what about subsequent upside next cycle? From 3.5x last cycle to barely 2x this cycle. So 1.5x next cycle and again another 70% drawdown.
What is the point of holding Bitcoin if that’s the path? Lol.
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It's pretty baffling to me.
How so many people are expecting Bitcoin to just keep pushing lower.
Bitcoin dropped to $60,000, below its previous ATH.
The only other time it did this was in 2022, when it dropped to $15,000, which was 20% below the $20,000 ATH.
But in 2021 Bitcoin pushed 3.5x above its previous ATH.
In this cycle, we only pushed 0.7x above previous ATH.
If we dropped to under $50k, that would be 30%+ below the 2021 ATH.
So what you are expecting is the largest drop ever below a previous ATH, after the weakest price push ever?
All at the same time as the Business cycle has started expanding again?
It's not gonna happen.
And this all comes from the fact that everyone is expecting the 4 year cycle to play out, because they cannot see beyond it.
Many, many will be trapped.
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Quantum Necromancer ری ٹویٹ کیا
Jensen just raises his $500 billion in demand through 2027 at $1 trillion!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Double from just a few months ago..
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@SawyerMerritt So you’re telling me that ai is actually creating new jobs for the financial industry instead of replacing those jobs?
cc: citrini
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NEWS: xAI is looking to hire bankers and private credit lenders to make its Grok chatbot better at finance strategy, joining rival AI firms in pushing software for investing professionals.
xAI is actively recruiting Wall Street bankers, portfolio managers, traders and credit analysts for its data annotation teams that train Grok, according to a series of job postings on its website. These experts are expected to teach the AI system to think through financial modeling, including leveraged loan syndication, distressed investing and niche bonds such as mortgage-backed securities and collateralized loan obligations. bloomberg.com/news/articles/…
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