Feels good when you start a crypto company and sell your shares via secondary (no public disclosure).
Now the token is down 95% from the peak and you start a new AI company.
The fact that @blcknoiz_06 still dictates the memecoin market tells you why no one takes the crypto market seriously. $ANSEM? seriously?
People don't seem to understand that most hedge funds in the US have missed out on the memory cycle.
They didn't properly size their conviction in the past six months and with this sudden wind down, I imagine most funds will start loading up names like $MU $SNDK
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Market initially thought $META entering cloud business was bearish for memory 😂
AI arms race is official. No hyperscaler will cut back on capex unless there is a black swan event that fundamentally breaks the largest businesses in the world.
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@Rewkang @RoboStrategy Didn’t you already unload your shares of $BOT for the IPO?
$SNDK spinoff from $WDC looking like
$PYPL spinoff from $EBAY
It is crazy how $WDC management did this spinoff right before the "AI trade" and now $SNDK has a larger market cap than $WDC.
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Why would you buy $PSUS when @BillAckman and team have been buying large blue chip companies for their book (vs. contrarian / growth names that haven't taken off).
They missed semi / AI plays in the past few years.
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Which L1 chain has the most professional / institutional-friendly BD/partnership team?
Hot take: BD team @solana is definitely hustlers but there is no way these guys are dominating the institutional game.
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All these early stage VCs are going to all-in on a few late stage companies like OpenAI and Anthropic and dump on retail and asset managers when they IPO.
VC bros are officially crypto bros 😂
Scoop w/ @EdLudlow: Sequoia has raised ~$7 billion for its second expansion fund, a vehicle dedicated to the latest stage companies in technology
What is the bear thesis on $FIG?
Not profitable and AI?
If you think AI can disrupt software - this is wrong as Figma has the distribution prowess.
What the F is a token advisory business?
What are some successful examples of tokenomics that got advice from Autonomous and Architech?
Today we’re announcing the $57M acquisitions of Autonomous and Architech.
Advisory, liquidity, and capital markets infrastructure are disconnected services that operate in silos. Through our acquisition of Autonomous and Architech, we're changing that.
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What catalysts is the market expecting from Micron's earnings this Wednesday that aren’t already known?
We’ve already heard plenty on HBM4 / DRAM from Samsung and SK Hynix commentary and I don’t understand the parabolic move in $SNDK when there hasn’t been any meaningful update on NAND. $MU
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This is another reason why crypto is not taken seriously.
We have a founder of a publicly listed token $SEI write non-sense like this (vs. posting updates on his product / company) as the insiders and investors sell away their vested tokens.
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Spoke with several YC founders planning to lay off all engineers below staff/principal — basically everyone under L5. This only became viable after Opus 4.5 in December.
The Block layoffs are a signal: the floor just collapsed.
If you’re early in your career, the next few years are everything. Your edge will be how well you integrate AI into the value you create. The fastest learners are about to compound at absurd rates.
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Current market feels like last year’s Deepseek moment. Lots of FUD + anxiety that seems warranted but unsubstantiated.
E.g $NVDA is trading at 15-20x 2027 EPS (depends on your estimates) while $CAVA trades at 100x?!
And we have a “slowly growing” cash cow $ZM trading at ~13x 2027 EPS
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Is @Citrini7 report the reason why we have $CAVA that is trading at 100+x forward P/E?
By the way - the margin is being compressed. Besides short squeeze, what is left in this co?
$CAVA is now more expensive than most "software" stocks that are down YTD like $APP $ORCL $ADBE $CRM $WDAY. Even $META and $AMZN
We are living in a crazy world where mediterranean food >> software since AI will replace us.
At least food can't be replaced 🥗
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15% management fee and 20% carry for the latest Anthropic round is wild 🤣
Also it is a SPV into another SPV.
I seriously don’t understand @BillAckman buying $META at 1.7T market cap after missing various entry points.
Efficacy of AI and increased ad spending have been underway for the past 4+ quarters — unless he is doing a pair trade with companies like $PINS - his recent picks are 👎
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The market is quite irrational- thinking AI scare is here but we are rewarding players like $AAPL 😂
Multiple compression is necessary but many monopolistic SaaS players will benefit from AI (at least 5+ yrs).
I think many tech PEs might be able to generate '08/'09 like returns.
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