Luke Martin retweeted
Listen to @jvisserlabs. He's a visionary with a skill at breaking down the current investment landscape into the simple terms/views.
A conversation with @jvisserlabs on why everyone giving up on crypto is doing so at exactly the wrong time.
We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linkphase will look like...
00:00 Intro
00:43 When Believers Give Up
03:07 Wall Street Calling
04:41 Bitcoin’s 7 Sigma Reversal
06:23 When Sellers Run Out
07:47 Price Moves Before Stories
09:17 Biggest Move Loading
12:01 Beyond the Money-Printing Trade
14:32 Ghost Cities
15:43 Does the Fed Still Matter?
19:39 Markets Shrug Off Bad News
21:23 Sponsored by Kraken
22:12 Agents As Economic Players
23:30 AI’s Acceleration Point
27:39 Why Agents Choose Crypto
32:06 Missing the Move
35:56 Who Profits From AI Agents?
38:06 Trapped Wealth vs Money
41:05 Robinhood's Role
48:44 Unpacking Tokenization
51:17 AI x Crypto Link
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Luke Martin retweeted
A conversation with @jvisserlabs on why everyone giving up on crypto is doing so at exactly the wrong time.
We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linkphase will look like...
00:00 Intro
00:43 When Believers Give Up
03:07 Wall Street Calling
04:41 Bitcoin’s 7 Sigma Reversal
06:23 When Sellers Run Out
07:47 Price Moves Before Stories
09:17 Biggest Move Loading
12:01 Beyond the Money-Printing Trade
14:32 Ghost Cities
15:43 Does the Fed Still Matter?
19:39 Markets Shrug Off Bad News
21:23 Sponsored by Kraken
22:12 Agents As Economic Players
23:30 AI’s Acceleration Point
27:39 Why Agents Choose Crypto
32:06 Missing the Move
35:56 Who Profits From AI Agents?
38:06 Trapped Wealth vs Money
41:05 Robinhood's Role
48:44 Unpacking Tokenization
51:17 AI x Crypto Link
We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linkphase will look like...
00:00 Intro
00:43 When Believers Give Up
03:07 Wall Street Calling
04:41 Bitcoin’s 7 Sigma Reversal
06:23 When Sellers Run Out
07:47 Price Moves Before Stories
09:17 Biggest Move Loading
12:01 Beyond the Money-Printing Trade
14:32 Ghost Cities
15:43 Does the Fed Still Matter?
19:39 Markets Shrug Off Bad News
21:23 Sponsored by Kraken
22:12 Agents As Economic Players
23:30 AI’s Acceleration Point
27:39 Why Agents Choose Crypto
32:06 Missing the Move
35:56 Who Profits From AI Agents?
38:06 Trapped Wealth vs Money
41:05 Robinhood's Role
48:44 Unpacking Tokenization
51:17 AI x Crypto Link
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Luke Martin retweeted
this cycle might actually be the last cycle to make it
until the next cycle
when it might actually be the last cycle to make it
until the next cycle
when it might actually be the last cycle to make it
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A conversation with @jvisserlabs on why everyone giving up on crypto is doing so at exactly the wrong time.
We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linkphase will look like...
00:00 Intro
00:43 When Believers Give Up
03:07 Wall Street Calling
04:41 Bitcoin’s 7 Sigma Reversal
06:23 When Sellers Run Out
07:47 Price Moves Before Stories
09:17 Biggest Move Loading
12:01 Beyond the Money-Printing Trade
14:32 Ghost Cities
15:43 Does the Fed Still Matter?
19:39 Markets Shrug Off Bad News
21:23 Sponsored by Kraken
22:12 Agents As Economic Players
23:30 AI’s Acceleration Point
27:39 Why Agents Choose Crypto
32:06 Missing the Move
35:56 Who Profits From AI Agents?
38:06 Trapped Wealth vs Money
41:05 Robinhood's Role
48:44 Unpacking Tokenization
51:17 AI x Crypto Link
We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linkphase will look like...
00:00 Intro
00:43 When Believers Give Up
03:07 Wall Street Calling
04:41 Bitcoin’s 7 Sigma Reversal
06:23 When Sellers Run Out
07:47 Price Moves Before Stories
09:17 Biggest Move Loading
12:01 Beyond the Money-Printing Trade
14:32 Ghost Cities
15:43 Does the Fed Still Matter?
19:39 Markets Shrug Off Bad News
21:23 Sponsored by Kraken
22:12 Agents As Economic Players
23:30 AI’s Acceleration Point
27:39 Why Agents Choose Crypto
32:06 Missing the Move
35:56 Who Profits From AI Agents?
38:06 Trapped Wealth vs Money
41:05 Robinhood's Role
48:44 Unpacking Tokenization
51:17 AI x Crypto Link
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Luke Martin retweeted
zec will be worth 5k-20k coin by the end of this cycle yet bears are taking a victory lap on a $300 move
instead of building long term theses on good assets and holding them for 10-100x they’ll be stuck here trading 5min candles for the rest of their lives
instead of building long term theses on good assets and holding them for 10-100x they’ll be stuck here trading 5min candles for the rest of their lives
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Luke Martin retweeted
Whatever happens to Leopold’s fund, he is still right about the Intelligence Explosion.
R&D timelines across industries continue to compress and technology will continue to accelerate
There will always be short term market corrections, but the exponential is still intact
R&D timelines across industries continue to compress and technology will continue to accelerate
There will always be short term market corrections, but the exponential is still intact
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Luke Martin retweeted
Kevin breaks down what’s driving the AI selloff.
“The equity market has now become very top-heavy when it comes to AI or AI-adjacent revenue and earnings drivers. When you look at what’s happened with big tech earnings this quarter, a lot of these stocks are getting crushed.”
“The equity market has now become very top-heavy when it comes to AI or AI-adjacent revenue and earnings drivers. When you look at what’s happened with big tech earnings this quarter, a lot of these stocks are getting crushed.”
A new episode of Hivemind is live!
This week the team is joined by @0xOmnia to discuss what’s behind the AI selloff, the uncertain future of self custody, why Hyperliquid needs an L2, and more.
Timestamps:
00:00 Intro
00:39 The Midterm Cycle That Always Repeats
03:31 Why 05:44 Does Gridlock Kill the AI Trade?
15:38 The Biggest Hedge Fund Deleveraging in Years
19:12 Is the Selloff Overdone?
22:47 Will Democrats Come for Trump’s Crypto?
25:39 Prediction Markets Turn on JD Vance
32:17 How Binance Got Hacked
36:08 Is Self Custody Dead?
41:24 Why Hyperliquid Needs an L2
49:57 What Launches on Day One
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Is Anthropic still going to IPO?
"I think Anthropic will still go public. I think it could still go up in price. But that doesn't prove that this is a good business."
"Now that pretty much everyone has recognized this, I think everyone is trading now on - how big is the bailout the perfect time for crypto. The bigger the Ai bubble grows, the bigger the bailout will be, the higher Bitcoin goes."
"We are wasting money, and BTC is there to show us that we're wasting money."
@CryptoHayes
"I think Anthropic will still go public. I think it could still go up in price. But that doesn't prove that this is a good business."
"Now that pretty much everyone has recognized this, I think everyone is trading now on - how big is the bailout the perfect time for crypto. The bigger the Ai bubble grows, the bigger the bailout will be, the higher Bitcoin goes."
"We are wasting money, and BTC is there to show us that we're wasting money."
@CryptoHayes
Only question to ask is if Anthropic is still going to IPO
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don't stress if your portfolio is down because we are about to enter the most insanely bullish period for somalian daycare centers in human history
lock in
lock in
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think about how bad it is. It’s worse than that. think about it again. It’s still worse than that. you think you thought about it? nope, even worse than that. imagine the worst case scenario. worse than that. re-read this tweet. think about it again: still worse.
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Luke Martin retweeted
The industry will massively consolidate before expanding again.
These two steps can happen at the same time.
Roaring 20s.
These two steps can happen at the same time.
Roaring 20s.
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Luke Martin retweeted
the funniest part of Intel's quarter was they bought an Israeli quantum start up the CEO was an early investor in for $2.3 billion (after their Israel operations imploded)
> invested in by the executive branch
entire system is rotten. send it to zero and BTC to infinity
> invested in by the executive branch
entire system is rotten. send it to zero and BTC to infinity
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