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About a year ago, I started making content about projects that interested me (mostly @reserveprotocol). Sometimes I get paid for this, sometimes not. For those who want to contribute to ongoing efforts ➡️ dollarquestion.eth & dollarquestion.sol. Superthread of vids so far 👇
If you believe this, heads up you can buy the AI stack in 5 different DTFs (onchain token funds) via @reserveprotocol
"We're in October 1999. The market will gain another 40%, and then crash so hard it'll take your breath away." Paul Tudor Jones, a frontrunner among legendary macro traders, billionaire, and founder of Tudor Investment Corp, made a resonant statement about the current state of markets and the AI bubble.
Legendary investor Paul Tudor Jones laid out the basics on CNBC's Squawk Box. While retail investors wonder if it's too late to enter the tech sector, the billionaire stated bluntly: we're in the final, craziest stage of the bubble.
A 1999 analogy: According to Jones, the current multiples and euphoria surrounding AI are a dead ringer for the fall of 1999-four to five months before the historic dot-com crash.
40% headroom: The rally isn't over yet. The AI bull market has the potential to last another 1-2 years. The market capitalization-to-GDP ratio in the US could reach an abnormal 300-350% (versus 140% in 2000), after which a "stunning correction" will occur.
"AI is the greatest challenge in history": Jones calls artificial intelligence the most significant technological shift since the advent of the PC in 1981 and the internet in 1995. He himself is actively buying AI assets, but doing so exclusively in broad baskets rather than individual stocks, maintaining strict risk controls.
Fed Rates and Politics: When asked by the hosts whether potential Fed Chair candidate Kevin Warsh would be able to quickly cut interest rates, Jones responded curtly: "There's zero chance of a cut." The huge budget deficit and the tech giants' massive capital investments in the energy grid will leave the regulator with no room to maneuver.
Smart money doesn't try to short a locomotive while it's still in full swing. It's possible and necessary to profit during the final stages of a parabolic rally, but holding these positions long-term without a hedge is suicidal. Jones is boarding the train, but he already has his hand on the emergency brake.
The Reserve vision is finally piecing together. Turns out regs needed to gradually catch up to the idea (and hopefully continue to do so).
Dollar Question retweeted
$MAG7 is live on @base
One token built to hold all seven of the Magnificent 7, c/o Coinbase Tokenized Stocks
Four of the seven are live in the DTF today: $AAPL, $GOOGL, $META, $NVDA. The rest of the basket is $USDC *for now* ↓
app.reserve.org/base/index-d…
The @reserveprotocol team rn watching the coins heat up. If you could 1-click buy a basket of assets what would be in it?
Dollar Question retweeted
“Backed by tokenized stocks” means... what, exactly?
In short: you buy a DTF → it holds tokenized stocks as collateral → each stock is backed 1:1 by a real share held at a regulated US broker
You hold the token, not the share itself ↓
Dollar Question retweeted
Own your share of the AI industry
Today, Reserve launches not one, but five new tokenized equity DTFs, each for a unique layer of the AI revolution: infrastructure, power, photonics, cloud compute, and robotics.
Live on @BNBCHAIN and powered by @OndoFinance, eligible users can trade them onchain at app.reserve.org and @bitgetwallet, or on DEXes like @PancakeSwap X and @CoWSwap.
Read the full launch article below to learn more about $BUILDOUT, $POWER, $PHOTON, $NEOCLOUD, and $ROBOTS ↓
Why chose when there’s @reserveprotocol and their new DTFs
Down To Fund
Own your share of the AI industry
Today, Reserve launches not one, but five new tokenized equity DTFs, each for a unique layer of the AI revolution: infrastructure, power, photonics, cloud compute, and robotics.
Live on @BNBCHAIN and powered by @OndoFinance, eligible users can trade them onchain at app.reserve.org and @bitgetwallet, or on DEXes like @PancakeSwap X and @CoWSwap.
Read the full launch article below to learn more about $BUILDOUT, $POWER, $PHOTON, $NEOCLOUD, and $ROBOTS ↓











