📅 5.10 Trading Journal
US stocks are going wild in the AI power race—INTC up 15%, AMD up 8%, MU/SNDK up 16%. Intel is clearing out old CPUs at original prices, showing just how desperate the market is for computational power. 63 AI Neolabs are sitting at a $300 billion valuation, but their revenue is nearly zero, making the bubble feel even more inflated.
In Crypto, Uniswap V4 assets are collectively pumping over 50%: $upeg $sato $Slonks, and Binance seems to be warming up for new listings. The real focus should be on that massive whale from February that blew up with $230 million—transferring 352,000 ETH ($823 million) to Binance in just 3 days, while still holding 11,500 BTC on-chain. If they start dumping, can the depth hold?
CZ mentioned that the only viable foundational financial infrastructure in the AI era is cryptocurrency, with a future of 10 billion AI agents making micro-trades. The narrative is big, but the agents haven't even figured out how to keep track of tokens yet.
5/14 Clarity Act vote coming up, the most important crypto legislation this year—stay tuned.
$BTC #Openclaw #AI #DeFi #UniswapV4 #ETH #USStocks #ComputationalPower
US stocks are going wild in the AI power race—INTC up 15%, AMD up 8%, MU/SNDK up 16%. Intel is clearing out old CPUs at original prices, showing just how desperate the market is for computational power. 63 AI Neolabs are sitting at a $300 billion valuation, but their revenue is nearly zero, making the bubble feel even more inflated.
In Crypto, Uniswap V4 assets are collectively pumping over 50%: $upeg $sato $Slonks, and Binance seems to be warming up for new listings. The real focus should be on that massive whale from February that blew up with $230 million—transferring 352,000 ETH ($823 million) to Binance in just 3 days, while still holding 11,500 BTC on-chain. If they start dumping, can the depth hold?
CZ mentioned that the only viable foundational financial infrastructure in the AI era is cryptocurrency, with a future of 10 billion AI agents making micro-trades. The narrative is big, but the agents haven't even figured out how to keep track of tokens yet.
5/14 Clarity Act vote coming up, the most important crypto legislation this year—stay tuned.
$BTC #Openclaw #AI #DeFi #UniswapV4 #ETH #USStocks #ComputationalPower