Bluntz
@Bluntz_Capital
trader and bubblechaser, when one pops find another one
1.9K Following 342K Followers
survival mode between now and january, things will get better but we're gonna need time, don't blow up before then.
bitcoin, ethereum and solana all have clear 5 wave rises from the lows beginning in may with daily and 3D bear divs on all 3.
wouldnt be surprised to see a multimonth chopsolidation period correcting that move that doesnt resolve until january considering the rise lasted 3 months
$btc, $eth, $sol
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bitcoin, ethereum and solana all have clear 5 wave rises from the lows beginning in may with daily and 3D bear divs on all 3.
wouldnt be surprised to see a multimonth chopsolidation period correcting that move that doesnt resolve until january considering the rise lasted 3 months
$btc, $eth, $sol
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How dare Krissy Barrett threaten Aussies with arrest for online behavior when she turns a blind eye to the hate preachers.
This morning's press conference was nothing short of disgusting. Albanese and Burke hiding behind Barrett while Barrett boasted of how many Aussies she's arrested for offensive online behavior.
Barrett has glee in her eye as she recalled the shock of Aussies when the AFP kicks in their door for offensive posts about the Labor government.
It's official. Albanese and Burke have weaponised the AFP just like Comrade Andrews weaponised VICPOL.
Here they are. Not an Australian flag to be seen
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I don't know what to say on the valuation of frontier models or bottleneck trades, but a productivity boom from AI is absolutely happening its just a matter of how setup the business is for it and how skilled the users are which is likely causing a dispersion in teh data.
Internally at @Blockworks we've hit a genuinely absurd acceleration in productivity in recent months, it's insane.
We live in the future.
Anyone saying otherwise I'm just going to attribute it to a skill issue.
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"this is a bit like the new york yankees playing in the little league"
when comparing his team to the competition in building out compute, except the competition is, google, amazon microsoft, meta etc 😭😭😭
$SPCX
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ELON MUSK: SpaceX took the team that dominates space and “applied that same team to the deployment of terrestrial compute.”
“This is a bit like the New York Yankees playing in little league. It’s not fair.”
SpaceX puts almost 90% of all mass into orbit. China is roughly 6%. The rest of the world combined, including the rest of the U.S., is about 4%.
That’s “an order of magnitude greater” than all its space competitors combined.
Now that team is deploying power, cooling, and infrastructure “vastly faster than anyone else, and may at some point be faster than everyone else combined.”
“Let that sink in for a minute.”
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"we have a plan to get to 20gw of power but its highly proprietary and if i tell you about it others are going to try and do the same thing" 👀👀
Elon Musk: "It is absolutely insane to be deploying, providing the power and all of the electrical equipment, the cooling, the batteries, the networking, and everything else that's needed to turn on 220,000 GB300s a month.
But that is actually what we're doing right now."
SpaceX is "highly confident" of 13 GW of compute by end of 2027, and 23 GW is possible.
It also casts its own turbine blades to skip a 12 to 18 month wait.
$SPCX
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the $SPCX earnings call was the most insane and bullish earnings call i've ever listened too.
the enormous feats this company is capable of is mind boggling
Yeah not sure how anyone thinks it's over on AI semis like $NVDA GPUs, memory, to photonics, after $SPCX earnings.
- Previous Q4 capex outlook ~$18.4B... Now $35–40 billion Q4 capex guidance, basically doubling previous outlook
"Q3 and Q4 capex should be similar to Q2's $18.37B" from CFO in August.
-Elon: "If everything goes right, we’ll have 20 gigawatts of incremental power next year"
"High confidence of 10 GW next year, and 20 is difficult but not impossible
- "I’m being as precise as possible about this. It is absolutely insane to be deploying and providing the power and all of the electrical equipment, the cooling, the batteries, the networking, and everything else that’s needed to turn on 220,000 GB300s a month"
You're gonna need a lot of HBM, power, networking/optical components to make all of this happen.
- Elon projects SpaceX could exit 2027 with an ARR of "$500 billion and $1 trillion by the end of 2027
When you see $SPCX double capex outlook next quarter, target another 10GW deployment by next year, and all the procurement needed to turn on 220,000 GB300's a month...
Hard not to be bullish on AI semis.
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As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible
Next year, I will give one of my SpaceX shares to every kid in America.
This will be the first of many.
if musk does this he is going to create the most die hard loyal community of holders to ever exist.
crypto ppl know.
Next year, I will give one of my SpaceX shares to every kid in America.
This will be the first of many.
This is how the great Napoleon Bonaparte dealt with rioters.
Just saying.
cate holders absolutely dominating the fomo leaderboards today and cate also closing in on a whopping 143k holders.
$cate
Study the most delusional cult communities
A must-watch minute from @elonmusk predicting and explaining the causes for the destruction of France.
finally ripped some free packs with points id been accumulating for a while and ripped some bangers
September’s Gacha Games are in the books.
You took on Gym Leaders, completed flash challenges, teamed up to defeat the Chief Exeggutive Officer, and collected a few waifus along the way.
1 billion points ($500,000 in free packs) have been distributed. The spoils are yours.
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Holy. Shit.
Drone footage from the UK tonight…
The UK government is using the cover of darkness to continue importing foreign men. They will all live off British taxpayers. Before long, they will all have multiple children.
It’s being done on purpose.
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$USELESS has now spent 32 days consolidating in this range
right before what is likely to be the most bullish quarter of the year
it remains by far the strongest established memecoin
and IMO has the highest odds of being the $DOGE / $SHIB type runner of this cycle
many will look back at this range later and wish they sized in here
don't say there weren't signs
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