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True renovation, whether of government or economy, means dismantling outdated structures to build something stronger, more resilient, and built to last. What we’re witnessing is not decline, but construction. A sustainable economy needs a foundation worthy of its future.
@realDonaldTrump
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ethereum:0xbb0e17ef65f82ab018d8edd776e8dd940327b28b Ran from 200m to 10B in 3 months and you think the best P2E on @solana is stopping here?
solana:Tqj8yFmagrg7oorpQkVGYR52r96RFTamvWfth9bpump is 35x from ethereum:0xbb0e17ef65f82ab018d8edd776e8dd940327b28b current market cap.
2,200x from ethereum:0xbb0e17ef65f82ab018d8edd776e8dd940327b28b ath.
It's the most appealing trade i've taken in a while.
Position accordingly.
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Wen Tether audit? nOw.
Today Tether announces its first full financial audit for Tether International, conducted by KPMG U.S. which resulted in an unqualified clean opinion, marking the highest result possible.
An unqualified opinion is the best possible audit opinion an independent auditor can issue.
(“unqualified” in accounting jargon means without reservations — not that the audit was incomplete).
Tether’s financial audit, by at least an order of magnitude, is the largest inaugural audit in the history of finance. My congratulations go to the entire Tether team and especially to our Finance function, which demonstrated its ability, precision and commitment to complete this review process within the highest standards across the whole digital assets and global financial industry. We couldn’t be more proud.
Despite our Company being subject to several years of detractors’ false claims, competitors lies, political attacks and misinformed coverage by several mainstream newspapers trying desperately to discredit us for the benefit of their friends in the tall ivory towers, Tether delivered what it promised: a full financial audit issued by a Big Four accounting firm, KPMG U.S.
Tether created the stablecoin industry with USD₮ in 2014, revolutionizing the whole financial industry. Today everyone talks about stablecoins, yet it all started 12 years ago, with a tiny team and a big mission. We were there when no one else could understand the disruptive potential of what we invented.
Our Company has evolved into one of the most financially significant and operationally sophisticated private companies in the world. This audit demonstrates that our financial infrastructure and governance have evolved alongside that responsibility. Today, more than 650 million users across all emerging markets continue to rely on Tether daily, choosing USD₮ as their currency, for their life savings, for their commerce, for the future of their children. These are people that have been left behind by the traditional financial system and they trust our Company to remain resilient amidst all the global uncertainty that plagues the world - the proof of that stability is no longer just a Tether promise; it's now an independent signed opinion.
“Never cared for what they say
Never cared for games they play
Never cared for what they do
Never cared for what they know
And I know
Nothing Else Matters”
RT @WhiteWhaleLabs: In aviation, most unstable approaches do not look dangerous.
That is exactly what makes them dangerous.
You may notic…
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If you want a rare life, you have to be delusional. Doubt can enter your mind, and it can sound reasonable, but if you entertain it too much it will slowly drag you down into stagnation. I'd rather reap the lesson from massive failure than do nothing because it's not "realistic."
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Adopting Claude speak in my regular life, episode 1:
Partner: Did you do the dishes tonight?
Me: Yes they're done.
Partner: Why are they still dirty?
Me: You're right to push back. I didn't actually do them.
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No Silver. No Physical AI
@jvisserlabs x @RaoulGMI on the #JourneyMan
Copper moves energy. Silver is the synapse.
It’s in every smart device. Every sensor. Every system.
We’re building faster than we can mine.
Shortage isn’t a theory, it’s math...
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Optimus will be amazing for protecting and taking care of your elderly parents
This is a great discussion by @elonmusk at the WEF in Davos on how Optimus will help the elderly. Our population is aging rapidly. Just the other day my grandmother fell and broke her hip. She lives by herself about an hour drive from me, so it's difficult to be there all the time. She was found on the floor laying for 5 hours. The only way we knew something was wrong was because she wasn't answering the phone, we had to drive an hour to see what happened. She refuses a caregiver who lives in the neighborhood to come in and check in on her, she insists that she doesn't need help. Optimus would be a huge lifesaver for her. She can still maintain her independence and have Optimus there to help her when she needs it. Optimus can adjust its help based on her personality and observing what she needs help with so she can still feel independent and active without all the dangers that come with being nearly 90 years old.
What a great read about Jensen Huang
>be Jensen Huang
>born 1963 in Tainan, Taiwan
>dad is a chemical engineer
>family moves to Thailand, then to America
>age 9, parents send you to boarding school in Kentucky
>plot twist: it's actually a reform school
>roommate has a knife, covered in cigarette burns
>other kids are violent, troubled, dangerous
>you're a tiny Taiwanese kid who speaks broken English
>survive by doing homework for the older kids
>clean toilets every morning before class
1970s:
>family reunites in Oregon
>finally normal life
>get a job as a busboy at Denny's
>wash dishes, mop floors, seat customers
>fall in love with the work
>no joke, you genuinely love it
>learn that no job is beneath you
high school:
>table tennis prodigy
>ranked top in the nation for your age
>also good at academics
>quiet, focused, grinding
1984:
>graduate Oregon State, electrical engineering
>go to Stanford for masters
>smart but not the smartest in the room
>don't care, you outwork everyone
1984-1993:
>join AMD as a microprocessor architect
>then LSI Logic as a chip designer
>learn the guts of how chips work
>see that graphics are the future
>nobody agrees with you
January 1993:
>meet Chris Malachowsky and Curtis Priem
>both engineers, both believers
>meeting spot: a Denny's booth
>yes, the same Denny's where you bussed tables
>you're 30 years old
>idea: build chips specifically for 3D graphics
>PCs are beige boxes that display spreadsheets
>you want them to render worlds
>everyone says the market doesn't exist
>you: "it will"
>initial investment was $600 ($200 each from founders)
>found NVIDIA with $40,000
1993-1995:
>work out of a tiny office
>build the NV1
>technically ambitious
>uses quadratic texture mapping (not triangles like everyone else)
>Sega partners with you
>then Sega changes direction
>NV1 flops
>company nearly dies
>first near-death experience
1996:
>pivot hard
>admit the NV1 approach was wrong
>adopt industry-standard triangle rendering
>release RIVA 128
>it's fast, it's cheap, it works
>sells a million units
>NVIDIA lives
1997-1999:
>graphics card wars
>you vs. 3dfx vs. ATI vs. everyone
>3dfx has Voodoo, the market leader
>you're the underdog
>outship them, outpace them
>release new chips every 6 months
>insane cadence
>competitors can't keep up
1999:
>release GeForce 256
>invent the term "GPU" graphics processing unit
>it's marketing genius and technical innovation at once
>the GPU does calculations the CPU used to do
>games look better, run faster
>gaming explodes
>you ride the wave
2000:
>3dfx collapses
>you buy their assets
>the king is dead
2000s:
>dominate gaming
>every serious gamer knows your name
>green logo everywhere
>ATI (later AMD) is your only real competitor
>you trade blows for years
>but you're always slightly ahead
2006:
>make the bet that changes everything
>launch CUDA
>a programming platform that lets developers use GPUs for general computing
>not just graphics, any parallel computation
>Wall Street: "why would anyone need this?"
>academics: "interesting but niche"
>you: "just wait"
>invest hundreds of millions over the next decade
>no immediate payoff
>investors complain
>you don't budge
2012:
>deep learning starts working
>researchers discover neural networks need massive parallel computation
>CPUs are too slow
>your GPUs? perfect
>AlexNet wins ImageNet using NVIDIA GPUs
>the AI winter ends
>spring begins
2016:
>hand-deliver the first DGX-1 to OpenAI personally
>$129,000 AI supercomputer in a box
>Sam Altman thanks you
>this machine trains the models that become GPT
>you're not just supplying the AI revolution
>you're arming it
2017-2019:
>crypto boom
>miners need GPUs to mine Bitcoin and Ethereum
>demand explodes
>gamers can't buy cards, miners buy everything
>revenue skyrockets
>then crypto crashes
>inventory glut
>stock drops 50%
>second near-death scare
>you survive
2020:
>buy ARM for $40 billion
>biggest semiconductor deal ever
>regulators block it
>deal collapses in 2022
>$1.25 billion breakup fee
2022-2023:
>ChatGPT launches
>the world discovers AI
>everyone realizes: all of this runs on NVIDIA
>every AI lab, every cloud provider, every tech giant needs your chips
>H100 GPUs sell for $40,000 each
>can't make them fast enough
>data centers beg for allocation
2024:
>NVIDIA market cap: $1 trillion
>then $2 trillion
>then briefly passes Apple and Microsoft
>most valuable company on earth
>you're worth $100 billion+
the lifestyle:
>still wear black leather jackets
>every single day
>same style since the 90s
>have an actual NVIDIA tattoo on your arm
>employees get matching tattoos
management style:
>no 1:1 meetings
>40+ direct reports
>everyone's in the room together
>if you disagree, say it publicly or shut up
>"I'd rather hear bad news early than good news late"
>run the company like you're always 30 days from bankruptcy
>because you remember when you almost were
>multiple times
2025 & 2026:
>AI demand still exploding
>Blackwell chips shipping
>competitors trying to catch up
>AMD, Intel, Google, Amazon all building AI chips
>you're still ahead
>still paranoid
>still shipping
from Denny's busboy to $100+ billion.
the entire future runs on your chips.
every ChatGPT query, every AI image, every autonomous car.
all NVIDIA.
you saw it 20 years before anyone else.
you bet the company on it.
you were right.
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If you’ve ever wanted to make money and learn how to trade perps, this channel is free and no fluff. Just trade setups step by step. @pingucharts spends countless hours looking at charts just to give us the info for free.
I created my telegram channel 2 years ago.
I grew it from 1 person to 2900+
It is a channel simply to teach perps and my market outlooks. Never once have I charged for a course or subscription model while outputting thousands and thousands of trades and videos for free
A channel for the little guy someone who is just trying to make it. I wanted to prove to people that you really don’t need to pay someone to learn something. My goal is to make individuals profitable. If you want to learn perps and you’re struggling hop on in
t.me/pinguchartsreal
This is a really interesting take.
Younger brother came into town for the holidays, we were talking about crypto yesterday.
Trying to figure out why it's been so weak, even with strong equity markets. He threw me a curveball.
"Crypto isn't that cool anymore."
Blew my mind. The kid is 22.
"Prediction markets are better, and stocks too because they don't get rugged 24/7".
I looked much deeper last night...and what I'm observing under the surface is not technical or fundamental.
It's cultural. A social shift. Attention has relocated.
Starts on youtube. Views are down across anything related to crypto.
A crypto youtuber with 139K subscribers said that his viewership had dropped more in the last 2 weeks than anything he's seen in 5 years.
Second point. Attention is shifting from the top. The biggest crypto influencers are publicly "losing interest" in crypto, and switching to stocks (sources attached).
Third point. Crypto has long been a free-spirited, lawless, young man's game.
But with legacy brokerages like Schwab/JPMorgan getting involved + gov't interest, is crypto losing the demographic that made it popular in the first place?
Potentially...as the perception's changed.
Fourth point. Optionality. Every vehicle is becoming more accessible. From $COIN adding stock trading, to $HOOD adding 0DTE options, to prediction markets as a whole...
Everything's right there...without the perceived risk of a rug-pull via the “lawless” crypto landscape that defined crypto’s appeal in the first place.
Question is...does real-world crypto utility generate enough demand to offset a sustained decline in retail participation?
All I'm saying is the divergence of the once highly correlated $BTC - $QQQ pair is highly suspect. And it's only getting wider.
Yes, you can argue some of these things happen in every crypto bear market, but there's new variables & moving parts now (optionality + legacy brokerages participation + gov't interest) that change the game.
Crypto seems to be in a transition phase...from a momentum asset to an infrastructure asset.
Fundamental transitions like this are usually not kind to price in the medium term.
Long term, I'm bullish on the crypto's utility and think it will be everywhere, but the real world utility/adoption (and subsequent growing pains...) is something I'm watching in 2026.
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