U ili retweeted
A conversation w/ @CryptoHayes on OpenAi & Anthropic being worthless, why China is especially interesting right now, agentic money systems, crypto token disparity, quantum risk vs reality, and what changed his mind about Ethereum.
00:00 Intro
00:27 Bitcoin to 1 Million
00:57 Why Governments Always Print Money
03:31 Ai Tokens vs Crypto Tokens
04:30 AI Is a Waste of Money
06:11 Zcash vs. Ethereum
07:29 Why Only a Few Coins Win
10:38 China's Coming Money Printing
11:51 Stablecoins vs. Local Currencies
14:03 AI Model Companies Are Worthless
15:17 Agentic Payment Systems
17:28 Why Agents Won't Use Stablecoins
18:56 Poetry and Trading Competitions
21:17 Ai Money > BTC
22:52 Tokenization Supercycle
24:43 Michael Saylor Szn is Over
26:12 Central Banks Buying Coins
27:29 Is Quantum Risk Overhyped?
27:54 Consensus Trades
29:35 Favorite Coins
30:20 Why ETH Will Outperform
U ili retweeted
Stocks need to fall enough to make bonds rise enough so that the fed won't hike so stocks can rally
Interesante sr andres!
El precio de Bitcoin forma algo como el horizonte de eventos de un agujero negro 🕳️
Déjame explicarlo: esto es crucial para entenderlo.
Si haces DCA con una cantidad fija, el precio sigue la ley de potencias y sube más rápido de lo que tus compras pueden seguirle el ritmo. Así que cada presupuesto mensual tiene un TECHO DURO en lo que PUEDE ACUMULAR NUNCA.
Hoy, ese punto de no retorno es $3,089/mes: haz DCA por debajo de eso y 1 BTC NUNCA llega, no importa cuánto acumules.
🟠 $5,000/mes: 1 BTC en ~4 años
🟠 $2,000/mes: NUNCA: ni en 10 años, ni en 100
🟠 $1,000/mes: máximo 0.32 BTC, jamás
Mira cómo cae cada presupuesto (en el video)... 👇
Y se pone más difícil cada año que esperas.
Cada espiral coloreada es una fecha de inicio: hoy, luego a 2, 4 y 6 años. Cada una se hunde más profundo, y otro presupuesto cae más allá de su punto de no retorno.
La compra mensual más baja que alguna vez alcanza 1 BTC:
Hoy: $3,089
En 2 años: $5,071
En 4 años: $7,934
En 6 años: $11,935
Precio de ley de potencia, no spot (el spot está bien por debajo hoy).
Acumula temprano, acumulen fuerte, amigos.
U ili retweeted
El precio de Bitcoin forma algo como el horizonte de eventos de un agujero negro 🕳️
Déjame explicarlo: esto es crucial para entenderlo.
Si haces DCA con una cantidad fija, el precio sigue la ley de potencias y sube más rápido de lo que tus compras pueden seguirle el ritmo. Así que cada presupuesto mensual tiene un TECHO DURO en lo que PUEDE ACUMULAR NUNCA.
Hoy, ese punto de no retorno es $3,089/mes: haz DCA por debajo de eso y 1 BTC NUNCA llega, no importa cuánto acumules.
🟠 $5,000/mes: 1 BTC en ~4 años
🟠 $2,000/mes: NUNCA: ni en 10 años, ni en 100
🟠 $1,000/mes: máximo 0.32 BTC, jamás
Mira cómo cae cada presupuesto (en el video)... 👇
Y se pone más difícil cada año que esperas.
Cada espiral coloreada es una fecha de inicio: hoy, luego a 2, 4 y 6 años. Cada una se hunde más profundo, y otro presupuesto cae más allá de su punto de no retorno.
La compra mensual más baja que alguna vez alcanza 1 BTC:
Hoy: $3,089
En 2 años: $5,071
En 4 años: $7,934
En 6 años: $11,935
Precio de ley de potencia, no spot (el spot está bien por debajo hoy).
Acumula temprano, acumulen fuerte, amigos.
U ili retweeted
$BTC:
Since bottoming out and reclaiming the MA50 Daily, Bitcoin really never re-tested this level since the big upside move! Now it did, and I think that this support will hold and continue to move up from here
U ili retweeted
$BTC is getting close to a decisive move.
The current range is looking pretty similar to September’s descending wedge.
The difference this time might be that sellers seem to be a bit more aggressive.
It’s really surprising to see price reaching the apex of the range on bad news again.
I’m not saying that it’s going to repeat...
But if #Bitcoin tests the lower part of the trendline again and is still unable to break lower, then I will say with confidence that BTC will resolve higher from this wedge.
Watch this on the next couple of days.
U ili retweeted
In 2014, BTC bottomed 71 days after the midterms.
In 2018, BTC bottomed 39 days after the midterms.
In 2022, BTC bottomed 13 days after the midterms.
In 2026, the midterms are in 3 weeks. The pattern suggests that we are bottoming sooner an sooner.
71 - 39 = 32 days quicker. 39-13 = 26 days quicker.
So maybe, just maybe, $BTC bottoms before the midterms. Instead of derisking afterwards, we could simply continue the uptrend.
U ili retweeted
#Ethereum - CLEANEST SETUP
This is probably one of the cleanest setups I’m watching right now.
3-Day MACD has been diverging from price, making it clear that this current rally would stall, but it is also WAY above the 0 level, which is typically a sign of strong momentum.
Stochastic RSI is the fast signal indicator. It is reaching oversold levels while the 20–21 Week MAs start to catch up with price. It is currently a great representation of strong support, around $2,200.
This whole analysis of indicators wouldn’t mean a thing if price action and trend structure looked like shit...
In my view, $ETH structure looks incredible.
Even better than $BTC.
A sweep below the current support could be scary, but I think it would be the best opportunity to buy.
In case you shit your pants and don’t execute... a confirmation of this setup would be Stochastic getting close to breaking above the 50 level, MACD turning green again, and of course, price action showing that it wants higher!
I will keep updating this setup. NFA
U ili retweeted
🛑Milei en 2026:
"Tengo U$S 125.000 millones en la billetera para enfrentar una corrida"
🛑De la Rua en 2000
"Tengo U$S 40.000 millones en la billetera para enfrentar una corrida"
Estás frente a la repetición más obvia d la historia argentina y todavía no te das cuenta 🥱
U ili retweeted
Call center job losses started in wealthy countries, now they’re everywhere
High-income markets went negative in 2022, and lower-middle-income countries flipped in 2025
Charts of the Week: a16z.news/p/this-week-in-cha…
Call center jobs grew ~4% annually for 15 years
Now they’re shrinking 4% annually
Charts of the Week: a16z.news/p/this-week-in-cha…
U ili retweeted
"Nos estamos quedando todo el petróleo de Venezuela para nosotros. Nos lo merecemos. A los VENCEDORES le pertenecen las ganancias"
Kjjj cómo que Venezuela es el país perdedor si Milei me dijo que fueron liberados
U ili retweeted
#Bitcoin: My plan is very simple...
This is what I mean when I say that $BTC will consolidate for a good part of Q4 until finally breaking higher.
While I believe a higher high is still very possible, it’s important to understand that it would just be getting deeper into a HUGE Monthly supply zone.
You can see the instant rejection as soon as BTC slightly touched this zone.
So I’m going to keep it simple...
$75K – $79K zone is a buy for me.
If Bitcoin keeps going higher from here into the Monthly area, I believe we will see another rejection and BTC will keep consolidating.
Right now, we need to see where exactly this “chop phase” is going to be... but the direction seems fairly simple after that resolution → UP.
U ili retweeted
US election interference: Startling graph shows just how much Meta are rigging their networks for Flávio Bolsonaro over Lula.
4x instagram engagement.
In final hours before the election, Bolsonaro rises improbably, Lula actually drops.
U ili retweeted
Mejor forma de ver que el tipo de cambio actual NO ES DE MERCADO, NO ES DE EQUILIBRIO Y es INVIABLE e INSUSTENTABLE. En 17 meses nos llevamos al colchón y de “viaje” usd65.639 MM, más que los usd58.251 MM del FMI, debiendo 35% de todo su crédito mundial entre todos sus miembros.
U ili retweeted
bitcoin:native
Waiting for the quoted post idea to play out.
The reason is simple. I still believe this current range has more supports that can hold.
The 81k-82k range..
Or a quick sweep below, into 79k, but needs to reject fast and hold above 81k
#Bitcoin
#Bitcoin
I am still expecting higher prices before a bigger pullback.
Solid Weekly close, but for now I’m not making any moves. Momentum is still on the bullish side.
I’m only interested in opening a hedge short somewhere inside the 90Ks range.
Please understand that this would be a counter-trend play to hedge my spot $BTC, since I’m not interested in taking profit yet.
If BTC remains rangebound this coming week, I’d be looking to open a long position on a quick sweep of the current lows, somewhere between 81K - 82K.
I still believe this support can hold another retest and fuel one last push higher into the 90K–93K area.
The yellow circled zone should be a major challenge to break. If bulls manage to push through it, I think it could end up being a quick sweep before finally getting rejected and dumping.
I mean.. it's a matter of time.. Anyone who has used Interactive brokers knows they are doomed compared to Robinhood
$HOOD market cap $96B
$IBKR market cap $146B
$SCHW market cap $164B
Last year Robinhood came very close to surpassing Interactive Brokers and there was real conversation about becoming the largest public brokerage company in the world.
Imagine THAT headline one day:
Robinhood surpasses Charles Schwab in market cap….
