cryptonio123

i'm becoming more cautious on AI stocks in the short term, even though my long-term outlook on AI remains positive models are advancing incredibly fast, but there's still a lot of uncertainty around monetization, security risks and how AI will disrupt existing businesses at the same time, tech companies are spending aggressively on AI infrastructure while investors are sitting on significant unrealized gains i think we're entering a period where the market has to reassess valuations and how quickly all this investment can translate into actual revenue

i am bearish btc/eth & large cap stocks believe btc & eth have broken mid timeframe trend and will continue to accelerate to downside under 82k/2400 dont think the average retail speculator is going to slow down tho, Q4 is going to have a lot of volatility for traders in both directions & believe pockets of onchain will do well headline risk is also very real and continues to impact markets, this week specifically we have fomc + lot of important earnings releases technicals am bearish bc ai momo stocks look like parabolic blowoff top into following lower high and loss of trend, even mags stalling at ATHs, the breakout on Qs that looked great a few weeks ago has played out as a deviation above the highs as it stands ai generally feels like there is a lot more uncertainty on where the next growth of revenues is going to come from, sofar we have had a ton of capex spending on investing in training these models across the board so believe investors will want to see how that impacts companies bottom line meaningfully, meta selloff post earnings last week is good indi, that combined with concerns around current state of models also breaking hella security across the internet is not great - am not bearish on extended timeframe just believe pullback before continuation higher

Sold all my zcash and moved it into pearl a while ago Pearl excites me the way zec used to when it was below 100$ We haven’t seen an AI juggernaut in crypto, and I think this is it

ken griffin, founder of the $77 bn hedge fund firm citadel, has little patience for blaming every losing trade on hedge fund deleveraging. he says people love that explanation because it removes their own accountability. his first questions are about the prices changing, the information his team lacks, and what other investors may have worked out. only after exhausting those paths does he want to discuss who might be forced to sell. his concern with reaching for that explanation too quickly: “I actually stop learning.”

zcash:native looks like it’s being propped up here. Some very deliberate buying in the last 2 days.

#BTC Back in May 2026, Bitcoin indeed rejected from $82.5k, falling short of the green 21-Month EMA resistance As anticipated, Bitcoin rejected from here, broke down from the purple 50-Month EMA and enter Bearish Acceleration over time (see post below) And now months later, Bitcoin is back at these very same levels, once again Break the Downtrend and Bitcoin will confirm entry into a new technical Macro Uptrend Reject from here however and price will maintain its series of Lower Highs History suggests there's still time for price to continue its Downtrend Even though understandably it's tempting to throw long-standing Bitcoin price principles out the window, especially after such an impressive move like this But as long as price continues to print Lower Highs, then this move could be rendered as a Relief Rally Overall, the Macro Downtrend is the line in the sand $BTC #Crypto #Bitcoin

I just dumped my entire $HYPE and $NEAR position, I will explain why in my essay "Reality Test" dropping next Tuesday. TLDR: - Higher energy prices due to Iran war and inventory restocking - 3 Mega AI IPOs between now and early Q3 - Prediction that Trump goes anti-AI to win mid-terms for Republicans - I think highs in mrkts will happen btw now and September - Time to take profit, and two-step in beefa without worrying about my positions

NEW TRADE: SOLD $QS for +6.72% $QS was a wait and see kinda bet with low downside (at $8) and high upside (if something happens). But unfortunately it wasn't providing the kinda daily potential news and updates that this market needs right now. My new all-in does. Sorry I still need more time on the thesis. Been in meetings all day and I want to make sure it's thorough. Gave a preview to subscribers here: xitter.cf/kevinxu/status/2055067…

today we said goodbye to some talented people who helped build base. deeply grateful for everyone’s contributions 1. our mission isn’t changing 2. AI has changed what is possible for our small team and it’s accelerating 3. we’re going to keep building 🟦

Has these goons ever met a deadline? SMH. Not only did they destroy the NFT market that got them to where they are today by farming NFT buyers but now is further delaying TGE. At this point, $SEA is a 0.

put this one on your calendar 📆

Mangas at new highs again. Value going to be in popular character mangas not yet moved. With OP14 coming very soon on full release the hype train continues. We simply keep buying.

We’re excited to announce our $200M Series D fundraise led by Double Point Ventures, with @khoslaventures, ARCH Ventures, Bezos Expeditions, NRF, NTI, METIS, @protocollabs @K5Global and others. 🧠🧠 Read the release: businesswire.com/news/home/2…