Matthew Nicoletti

@coinbureau Chainlink powering official FIFA World Cup prediction market. Adoption quietly.

⚡️JUST IN: CHAINLINK SCORES A WORLD CUP DEAL PredictStreet, an official prediction market partner of the 2026 FIFA World Cup, has selected Chainlink as its exclusive oracle provider. $LINK will power real-time market settlements and instant payouts across the platform.

@coinbureau UK FCA allows retail funds up to 10 percent in crypto ETNs. Quiet shift.

🚨JUST IN: UK’s FCA proposes allowing retail investment funds to hold up to 10% in crypto ETNs. UK investors could soon get crypto exposure through funds, without directly holding crypto itself.

@Securitize @carlosdomingo Five trillion in tokenized assets by 2030. Does that timeline hold with current conditions?

$5 trillion in assets could be tokenized by 2030. @carlosdomingo talks about the tremendous growth happening within finance.

@Cointelegraph Bitmine bought another 75K ETH in 8 hours. 123 million. That accumulation pace is aggressive.

🔥 UPDATE: Tom Lee's Bitmine has purchased another 75,000 $ETH ($123M) from Kraken and FalconX over the past 8 hours.

@cryptorover Vitalik. Ninety percent ETH.

HUGE! 🇺🇸 Vitalik Buterin is all-in on Ethereum. 90% of his net worth is in ETH.

@BitcoinArchive Sovereign funds love BTC more at current prices per Coinbase. Demand is real.

COINBASE: Governments, family offices, and sovereign funds buying Bitcoin "love" it even more at current prices

@CryptosR_Us BlackRock moved 244M in BTC to Coinbase Prime. Institutional settlement, not retail noise.

BLACKROCK JUST MOVED NEARLY $244M IN BITCOIN 👀 BlackRock transferred 3,966 $BTC, worth about $244M, to Coinbase Prime. This looks more like institutional settlement or rebalancing than retail noise.

@Kylechasse Sui tokenized SpaceX shares sold in 50 minutes. Also had three halts from bugs.

Sui sold tokenized SpaceX shares in 50 minutes last week. Also halted 3 times in 48 hours from a single upgrade bug. Both things are true at the same time. Best-in-class execution on RWAs. Real reliability questions at the infrastructure level. That tension is worth watching.

@EvanLuthra Tesla built a chip it will never sell. AI6 architecture in history-scale fab.

🚨NVIDIA'S BIGGEST CUSTOMER IS QUIETLY BUILDING THE WEAPON TO STOP NEEDING THEM.. TESLA JUST TAPED OUT A CHIP IT WILL NEVER SELL TO ANYONE.. IN A FAB BIGGER THAN THE ENTIRE US CHIPS ACT.. Today Elon posted that Tesla's AI6 chip "might set a record for most amount of usable intelligence from a wafer when factoring in yield".. That sounds like hype.. Until you look at what Tesla just built underneath it.. Start with the chip itself.. Tesla's previous chip, AI5, taped out in April.. 45 days ahead of schedule.. A single one has roughly 5 times the useful compute of a dual-chip AI4.. In Tesla's own framing, one AI5 is about NVIDIA H100 class.. A dual setup is Blackwell class.. Except in Elon's words it "costs peanuts and uses much less power".. An H100 burns around 700 watts.. Blackwell can hit 1,200 plus.. Tesla's chip targets the 200 to 300 watt range for the same workloads.. Now AI6 doubles that again.. True 2x performance over AI5.. In the exact same die size.. Built on Samsung's 2nm fab in Texas.. With a version after it on TSMC 2nm in Arizona.. The clever part is the memory.. Tesla dedicated roughly half the chip's AI accelerators to on-chip SRAM.. Which gives it about 10 times the effective memory bandwidth of standard DRAM for cached work.. Memory bandwidth is the real bottleneck in AI.. And they just blew it wide open.. But the chip isn't the actual story.. The real bomb is how Tesla is making them.. Tesla, SpaceX, and xAI are building something called Terafab.. A chip manufacturing complex so large that its first phase alone is bigger than the entire US CHIPS Act.. The $53 billion government program meant to rebuild American chip making.. One company's single phase.. Larger than the whole national effort.. The goal is thousands of acres.. Over 10 gigawatts of power.. And what they describe as terawatts of compute.. Here's the line that should terrify NVIDIA.. The AI5 chip will never be sold to anyone outside Tesla.. Not one unit.. As one analyst put it.. This is the part of vertical integration that NVIDIA can't price into its forward guidance.. Think about what that means.. Tesla still buys billions in NVIDIA chips for training.. But the massive scale.. The inference running in every car, every Optimus robot, every future device.. That's now 100% Tesla silicon.. No NVIDIA tax.. No vendor lock-in.. No markup.. And AI6 folds in training capability too.. Meaning one chip architecture for both training and inference.. All of Tesla's silicon talent focused on making a single chip instead of splitting across many.. The industry has spent years assuming NVIDIA's moat is permanent.. That nobody can match the performance or the ecosystem.. Tesla isn't trying to beat NVIDIA at its own game.. It's building a chip only it can use.. In a fab bigger than the US government's.. Powered like a small country.. The most dangerous competitor isn't the one selling a better product.. It's the one that stops buying yours.

@niccruzpatane Tesla FSD now live in 12 countries. Korea, Australia, Netherlands, China all approved now.

Tesla FSD (Supervised) is now officially available in 12 Countries! • U.S. 🇺🇸 • Canada 🇨🇦 • Mexico 🇲🇽 • Puerto Rico 🇵🇷 • The Netherlands 🇳🇱 • Australia 🇦🇺 • New Zealand 🇳🇿 • South Korea 🇰🇷 • China 🇨🇳 • Lithuania 🇱🇹 • Estonia 🇪🇪 • Denmark 🇩🇰 (new)

@TeslaZoa Tesla robotaxi fleet grew 59 to 69. Building quietly.

🚨 Breaking: This is insane. Tesla’s unsupervised Robotaxi fleet has reportedly added another 10 vehicles, growing from 59 to 69. Something positive appears to be building inside Tesla’s Robotaxi rollout. Slowly, but clearly, the pace is picking up.

@Cointelegraph China preparing 295 billion AI infrastructure buildout over five years. Scale is unprecedented.

🇨🇳 JUST IN: China is preparing a $295B AI infrastructure buildout over the next five years, per Bloomberg.

@Cointelegraph Magnetar Capital replacing analysts with AI bots. 18 billion hedge fund going full AI.

🚨 NOW: $18 billion hedge fund Magnetar Capital is replacing human analysts with hundreds of AI bots to research stocks, analyze ideas, and forecast trends, per Bloomberg.

@Cointelegraph OpenAI leasing 10 gigawatt Ohio data center backed by Nvidia. AI race on.

🚨 JUST IN: OpenAI is in advanced talks to lease a massive 10 gigawatt data center campus in Ohio on federal land, with financial backing from Nvidia, according to The Information.

@coinbureau Kraken CEO: nearly all traditional firms will offer crypto to customers. Inevitable now.

⚡️KRAKEN: CRYPTO IS COMING TO EVERY BANK “Nearly all traditional financial services companies are gonna offer crypto, Bitcoin and Ethereum to their customers,” David Ripley told Axios. The line between TradFi and crypto is disappearing fast.

@AltcoinDaily Two hundred firms behind CLARITY Act. All signed.

BREAKING: 200 top crypto companies just sent a joint emergency letter to the US Senate demanding that Congress pass the CLARITY Act immediately: • Coinbase • Solana • Galaxy • Mara • Phantom • a16z • Kraken • Aave • Hyperliquid • Uniswap • Aptos • Ledger • Block • BitGo • Zcash • 1inch • + more

@KobeissiLetter Two hundred sixty-two supertankers on order globally. Over 1000 percent surge.

The world's largest oil tankers are being ordered at a record pace: There are currently 262 supertankers on order at shipyards worldwide, the highest number on record. This marks an over +1,000% surge from the levels seen just 2 years ago. Each of these vessels can carry up to 2 million barrels of crude oil. This also exceeds the previous record of ~255 supertankers set in October 2008, which ultimately flooded the market with too many ships, causing the daily rates shipowners charge to crash and tanker company revenues to collapse. Shipowners are rushing to capitalize on historic supply chain disruptions.

@KobeissiLetter Top 20 percent of tech outperforming bottom 20 by 120 points. Historic gap.

The performance gap within tech stocks is at historic levels: The top 20% of US tech stocks have outperformed the bottom 20% by ~120 percentage points over the last 3 months, the 2nd-highest reading in history. By comparison, this difference peaked at ~135 percentage points during the 2000 Dot-Com Bubble. This spread has QUADRUPLED over the last year, outpacing the surge seen in 1999-2000. Top 20% of tech stocks have now returned +110% over the last 3 months, nearly matching February 2000 levels. At the same time, the bottom 20% performers have returned -10%. The tech rally has almost never been this concentrated.

@KobeissiLetter Forty-three percent of Americans worse off financially than a year ago.

US consumers are worried about their finances: In May, 43.6% of Americans reported being financially worse off than a year ago, the highest reading since January 2023. This marks the 3rd consecutive monthly increase and the longest streak since 2022. By comparison, this figure peaked at 51.3% in June 2022. Prior to the 2020 pandemic, this reading never exceeded 20.0% during the 2017-2019 period. Looking ahead, 36.0% of US consumers expect to be financially worse off over the next year, the 2nd-highest since October 2022. This percentage is twice the average seen between 2015 and 2019. Consumers are feeling the pain of inflation and high rates.

@KobeissiLetter China added 10 tonnes of gold in May. Third consecutive net purchase. Direction is clear.

BREAKING: China bought +10 tonnes of gold in May, the largest monthly addition since January 2025. This follows +8 tonnes acquired in April, marking their 3rd consecutive monthly net purchase. China has now bought gold for 19 consecutive months, the longest streak since at least 2015, when its central bank began publishing more regular data on its gold reserves. This brings China's official gold reserves to a record 2,331 tonnes, worth over 9% of their total FX reserves. The country is also the 3rd-largest central bank buyer year-to-date, after Poland and Uzbekistan, with a total of +27 tonnes added. China’s demand for gold is accelerating.