probably a good idea to download deepseek 4.1 flash before they ban it

the ai trade is unwinding. buy your compute and learn to run local models. there will be a crackdown on your ability to access these tools in the near future. 2 dgx sparks is the sweet spot right now. deepseek 4.1flash is all you need. it's yours. own your intel & keep your data

Indonesia is in rough shape. Stocks crashing, currency crashing, gas lines in Bali and a few other islands. I lived in Bali for over a year, and my friends have been so confused as to why I don't own property there. I tell them it's because I'm looking for the perfect villa, but it's really because I worked in emerging markets, and when times get tough the outsiders are the first to take the pain. You never want to be "them" in a crisis. They would never just kill the golden goose of western tourist money without a good reason, but if there is a real crisis then everything is on the table. The island's infrastructure is already way past the breaking point. When I lived in Canggu in 2025, I had to stop going to the other side of town (Berawa via the shortcut) since the traffic was so bad. At the time, it wasn't bad down in Uluwatu, but when I went back in August this year it was hard to get around during the daytime there too. The only way to get water to villas and businesses in Uluwatu is via truck. The trucks are already everywhere. And there are luxury villa complexes, new gyms, padel courts, and spas that come online every week. Everyone in Uluwatu builds in the green zone which is land zoning where it's explicitly illegal to build, but no one cares since it's unenforced. Last year, the Bali government bulldozed all the villas and businesses in Bingin Beach, which was one of the more popular tourist destinations, citing that everything there had been built illegally over a decade ago. They were popular businesses that had been around forever, owned by well-connected people. If they'll take action there, they could take action on anyone. One guy I know who started a genuinely successful business down there is getting worried he's at risk and is looking to get out of the country. I don't think any of this is imminent, but the only bull case is that things grind along as they have been, and don't deteriorate further.

AI market vibes feel identical to 2021 crypto top - bulls went from trying to convince people about cool new tech they hadn't heard of yet --> attacking bears and copeposting about bad news - tech people are maxx myopic and cannot so much as understand the frame of mind of a bear or someone who doesn't like data centers without getting emotional. reminds me of the responses i got going into OHM discord and asking where the yield comes from - SF AI people unironically talk about being "post economic", first time i heard this term was from a guy who made it on ETH and NFTs and started a DAO - when asked why an ai stock that has gone up 10x is going to go up another 10x holders start talking about how "human beings don't understand the exponential" or some other fantasy world bullshit. heard this exact phrase countless times from crypto vcs at cycle peak - AI influencers on podcasts talking about infinite demand, asteroid mining, supercycle, and how everyone is going to win with the tone of an enlightened neo-prometheus who has brought the fire of his superior intellect to the pleb masses. i dare you to go back and listen su zhu on uncommon core - ai people dress like clowns on panels and podcasts in an act of superiority and rebellion. this reminds me of how i grew my hair down to my shoulders and told my boss i wasn't going to cut it in 2021 - ahead of a massive liquidity event, bulls talking about unlocking the next marginal buyer who is an imagined person that does not actually exist, many such cases crypto including coinbase listing, btc cme futures, etf launches - bad macro and rates rising but somehow its akshually bullish i'm long term bullish on the tech but no emerging market only has volatility to the upside

our kids will say the same about our generation and bitcoin

still true

most saylor and $MSTR fud by ct people is because they want crypto to go back to the fun wild west times, pre saylor, pre etf. those times are never coming back. btc is an emerging market, it grew up, this is the institutionalization of an EM. be happy you got to experience it

embrace the horror

it feels good to fud your own bags sometimes

everything’s working

"never kill yourself" being the "wagmi" of this cycle tells you everything you need to know about the state of crypto in 2025

the expose they inevitably eventually do on this guy is going to make Finding Neverland look tame. he is one sick puppy

it’s over

they will do this every day until they launch a coin that doesn’t even manage to break out of pump.fun to the raydium pool

trump, his family, and all the tech guys taking senior roles in the incoming administration are all signaling they will pump the price of bitcoin. crypto insiders have trouble believing it because we’ve been the enemy for so long. it’s time

ive met a lot of bullish people in my day but they can all take a lesson from this man on how to be a bull

some of the richest and now most powerful people in the world are all conspiring to pump the price of bitcoin and they're not even in power yet

in times like these, it's worth reflecting on times like this. those 3 big red volume bar days in particular

for all this "memes are cults!!!!" talk i think the people who still own stuff like XRP are 1000x the cult of any meme coin. if you still hold LTC, EOS, HBAR, etc and haven't sold for years and years, what would it take?