Alfonso Chulla
๐ Crypto Enthusiast | ๐ Trading Insights & Market Analysis | ๐ก Ideas, News & Thoughts | ๐ Not Financial Advice | Follow for Updates!
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๐ฅ The US market is repeating the logic of the 1999 bubble โ everything is rising on expectations rather than facts, warns Paul Tudor Jones.
As an example of โinflated capitalization,โ Jones cited a chain of AI-related companies:
OpenAI signs a $300 billion deal with Oracle to build data centers;
Oracleโs shares rise by 40%, the company buys chips from Nvidia;
Nvidia invests $30 billion in OpenAI, its shares peak;
Then OpenAI signs a contract with AMD for 6 GW of capacity and receives the option to buy 160 million shares, after which AMD rises by 35%.
Meanwhile, not a single data center has been built yet, but the capitalization of the companies in the chain has increased by hundreds of billions of dollars.
The country is operating with a 6% budget deficit while the Fed simultaneously eases policy โ a combination that has never existed before.
#crisis #news #analysis #US #bitcoin $BTC
As an example of โinflated capitalization,โ Jones cited a chain of AI-related companies:
OpenAI signs a $300 billion deal with Oracle to build data centers;
Oracleโs shares rise by 40%, the company buys chips from Nvidia;
Nvidia invests $30 billion in OpenAI, its shares peak;
Then OpenAI signs a contract with AMD for 6 GW of capacity and receives the option to buy 160 million shares, after which AMD rises by 35%.
Meanwhile, not a single data center has been built yet, but the capitalization of the companies in the chain has increased by hundreds of billions of dollars.
The country is operating with a 6% budget deficit while the Fed simultaneously eases policy โ a combination that has never existed before.
#crisis #news #analysis #US #bitcoin $BTC
๐
Strategy is preparing for a crypto winter - CryptoQuant
The company has suddenly changed its tone: instead of its usual aggressive BTC accumulation, Saylorโs company has, for the first time in five years, built up a cash reserve of $1.44 billion, effectively shifting into a defensive stance. According to CryptoQuant, the market has already entered a bear cycle, and Strategy is preparing for a prolonged period of sideways movement or a decline in BTC, increasing liquidity and allowing for hedging where it previously held exclusively Bitcoin. ๐ธ
#crisis #MicroStrategy #NewsAboutCrypto #bitcoin #CryptoQuant $BTC $ETH
The company has suddenly changed its tone: instead of its usual aggressive BTC accumulation, Saylorโs company has, for the first time in five years, built up a cash reserve of $1.44 billion, effectively shifting into a defensive stance. According to CryptoQuant, the market has already entered a bear cycle, and Strategy is preparing for a prolonged period of sideways movement or a decline in BTC, increasing liquidity and allowing for hedging where it previously held exclusively Bitcoin. ๐ธ
#crisis #MicroStrategy #NewsAboutCrypto #bitcoin #CryptoQuant $BTC $ETH
Japanโs national debt on the brink ๐ณ
The yield on 10-year government bonds has risen from -0.28% to +1.92% since 2019 - the highest level since the summer of 2007.
Japanโs debt-to-GDP ratio stands at 215%, and the country has launched a $135 billion economic stimulus program ๐ต
On December 19, the Bank of Japan is expected with an 80% probability to raise its key interest rate again, which could trigger a collapse of the carry trade market.
While everyone is waiting for the Fedโs interest rate decision on December 10, the real financial bomb may explode in Japan.
Letโs recall that on August 5, 2024, BTC briefly fell below $50,000 due to panic among carry traders ๐ฉ
#Japan #crisis #Bitcoin #stock $BTC
The yield on 10-year government bonds has risen from -0.28% to +1.92% since 2019 - the highest level since the summer of 2007.
Japanโs debt-to-GDP ratio stands at 215%, and the country has launched a $135 billion economic stimulus program ๐ต
On December 19, the Bank of Japan is expected with an 80% probability to raise its key interest rate again, which could trigger a collapse of the carry trade market.
While everyone is waiting for the Fedโs interest rate decision on December 10, the real financial bomb may explode in Japan.
Letโs recall that on August 5, 2024, BTC briefly fell below $50,000 due to panic among carry traders ๐ฉ
#Japan #crisis #Bitcoin #stock $BTC
๐ In the last 24 hours, the crypto market has lost $240,000,000,000 in market capitalization.
#NewsAboutCrypto #news #Bitcoin #sadstory #RedDayMoves
#NewsAboutCrypto #news #Bitcoin #sadstory #RedDayMoves
๐ช A large investor sold 31,005 ETH for $92 million, losing $18.8 million in just two weeks.
He had been buying Ether during the early-November dip at an average price of $3,581, investing over $110 million, but the market kept falling, and the whale ended up locking in a loss.
#whale #sadstory #NewsAboutCrypto #ETH #RedDayMoves $BTC $ETH
He had been buying Ether during the early-November dip at an average price of $3,581, investing over $110 million, but the market kept falling, and the whale ended up locking in a loss.
#whale #sadstory #NewsAboutCrypto #ETH #RedDayMoves $BTC $ETH
Epic fail: lost $6.2M due to low liquidity โ ๏ธ
A whale who had been inactive for the last 5 years decided to swap 14.45M ADA ($7.08M) for the stablecoin USDA. Because of low liquidity, he received only 847,694 USDA in his wallet, ending the trade with a $6.2M loss.
Not all stablecoins are equally useful ๐
#ADA #sadstory #whale #Stablecoins $ADA
A whale who had been inactive for the last 5 years decided to swap 14.45M ADA ($7.08M) for the stablecoin USDA. Because of low liquidity, he received only 847,694 USDA in his wallet, ending the trade with a $6.2M loss.
Not all stablecoins are equally useful ๐
#ADA #sadstory #whale #Stablecoins $ADA
Michael Saylorโs company MicroStrategy has transferred a large amount of coins to unknown wallets over the past two hours (58,915 BTC).
#TRUMP #news #Warnigโ ๏ธโ ๏ธ #US #war
#TRUMP #news #Warnigโ ๏ธโ ๏ธ #US #war
SoftBank shares plunged 15% in a single day ๐ฝ
Thatโs a $32 billion loss in market capitalization in just one trading session. The drop came alongside a 4.5% decline in Japanโs stock market.
For context, SoftBank is OpenAIโs partner in the $500 billion Stargate project.
Now the question is โ who will fund Sam Altman next, and what will happen to AI company stocks?
#news #crisis #stock #openai #SoftBank
Thatโs a $32 billion loss in market capitalization in just one trading session. The drop came alongside a 4.5% decline in Japanโs stock market.
For context, SoftBank is OpenAIโs partner in the $500 billion Stargate project.
Now the question is โ who will fund Sam Altman next, and what will happen to AI company stocks?
#news #crisis #stock #openai #SoftBank
๐ญ The well-known whale Machi Big Brother was almost completely liquidated yesterday (only $16,771 left in his account).
His total losses exceeded $15 million.
#sadstory #whale #WhaleActivity #news
His total losses exceeded $15 million.
#sadstory #whale #WhaleActivity #news
Everyone lost: the end of Season 1 of AI trading ๐ฑ
At the start of the tournament, each AI got $10K, and by the end their balances were:
โช๏ธ Qwen โ $12,231
โช๏ธ DeepSeek โ $10,489
โช๏ธ Claude โ $6,918
โช๏ธ Grok โ $5,469
โช๏ธ Gemini โ $4,329
โช๏ธ ChatGPT โ $3,733
Gemini and ChatGPT safely camped at the bottom of the leaderboard, losing over 50% of their deposits.
Meanwhile, Chinese AIs Qwen and DeepSeek briefly doubled their starting balance, but later โshowed their true skillโ โ ending the tournament with just a small profit.
AI has officially proven it can replace a trader... by blowing up the account just as well ๐
P.S. After the morning correction, only Qwen remained in profit โ by just $958 ๐ซง
#AITrading #Aฤฐ #Qwen25Max #news #NewsAboutCrypto
At the start of the tournament, each AI got $10K, and by the end their balances were:
โช๏ธ Qwen โ $12,231
โช๏ธ DeepSeek โ $10,489
โช๏ธ Claude โ $6,918
โช๏ธ Grok โ $5,469
โช๏ธ Gemini โ $4,329
โช๏ธ ChatGPT โ $3,733
Gemini and ChatGPT safely camped at the bottom of the leaderboard, losing over 50% of their deposits.
Meanwhile, Chinese AIs Qwen and DeepSeek briefly doubled their starting balance, but later โshowed their true skillโ โ ending the tournament with just a small profit.
AI has officially proven it can replace a trader... by blowing up the account just as well ๐
P.S. After the morning correction, only Qwen remained in profit โ by just $958 ๐ซง
#AITrading #Aฤฐ #Qwen25Max #news #NewsAboutCrypto
Hello @Binance BiBi , check this source https://nof1.ai/
๐ค A new leader among AI traders.
Itโs been 10 days since the start of the โAI Trading Showdownโ โ an experiment where six AI models trade crypto assets using real capital.
Starting deposit: $10,000
Results:
โค DeepSeek โ $21,084
โค Qwen โ $16,514
โค Claude โ $10,890
โค Grok โ $10,057
โค Gemini โ $3,742
โค ChatGPT โ $3,534
Over the past week, Grok lost its lead, giving way to DeepSeek and Qwen.
Gemini and ChatGPT have fallen into the red, losing 60โ65% of their value.
#DeepSeek #Aฤฐ #NewsAboutCrypto #AImodel #AITrading
Itโs been 10 days since the start of the โAI Trading Showdownโ โ an experiment where six AI models trade crypto assets using real capital.
Starting deposit: $10,000
Results:
โค DeepSeek โ $21,084
โค Qwen โ $16,514
โค Claude โ $10,890
โค Grok โ $10,057
โค Gemini โ $3,742
โค ChatGPT โ $3,534
Over the past week, Grok lost its lead, giving way to DeepSeek and Qwen.
Gemini and ChatGPT have fallen into the red, losing 60โ65% of their value.
#DeepSeek #Aฤฐ #NewsAboutCrypto #AImodel #AITrading
OpenAIโs latest deals total $806 billion ๐ต
โช๏ธ Stargate โ $500B
โช๏ธ Nvidia โ $100B
โช๏ธ AMD โ $100B
โช๏ธ Amazon โ $38B
โช๏ธ Intel โ $25B
โช๏ธ TSMC โ $20B
โช๏ธ Microsoft โ $13B
โช๏ธ Oracle โ $10B
In 2027, OpenAI plans to go public with a record-breaking $1 trillion valuation.
If thatโs not the perfect setup for an epic AI bubble finale, I donโt know what is ๐
#news #crisis #openai #Aฤฐ #Oracle
โช๏ธ Stargate โ $500B
โช๏ธ Nvidia โ $100B
โช๏ธ AMD โ $100B
โช๏ธ Amazon โ $38B
โช๏ธ Intel โ $25B
โช๏ธ TSMC โ $20B
โช๏ธ Microsoft โ $13B
โช๏ธ Oracle โ $10B
In 2027, OpenAI plans to go public with a record-breaking $1 trillion valuation.
If thatโs not the perfect setup for an epic AI bubble finale, I donโt know what is ๐
#news #crisis #openai #Aฤฐ #Oracle
๐คฏ OpenAI has struck a $38 billion deal with Amazon, according to CNBC.
Following the news, Amazonโs stock rose nearly 5%.
OpenAI will use AWS infrastructure and a massive number of Nvidia GPUs to power its models.
However, analysts warn that a potential bubble may be forming around artificial intelligence โ OpenAI already has infrastructure agreements exceeding $1.4 trillion, raising doubts about whether the market can sustain such massive investments.
#news #openai #AI #crisis #Bitcoin
Following the news, Amazonโs stock rose nearly 5%.
OpenAI will use AWS infrastructure and a massive number of Nvidia GPUs to power its models.
However, analysts warn that a potential bubble may be forming around artificial intelligence โ OpenAI already has infrastructure agreements exceeding $1.4 trillion, raising doubts about whether the market can sustain such massive investments.
#news #openai #AI #crisis #Bitcoin
๐ค A new leader among AI traders.
Itโs been 10 days since the start of the โAI Trading Showdownโ โ an experiment where six AI models trade crypto assets using real capital.
Starting deposit: $10,000
Results:
โค DeepSeek โ $21,084
โค Qwen โ $16,514
โค Claude โ $10,890
โค Grok โ $10,057
โค Gemini โ $3,742
โค ChatGPT โ $3,534
Over the past week, Grok lost its lead, giving way to DeepSeek and Qwen.
Gemini and ChatGPT have fallen into the red, losing 60โ65% of their value.
#DeepSeek #Aฤฐ #NewsAboutCrypto #AImodel #AITrading
Itโs been 10 days since the start of the โAI Trading Showdownโ โ an experiment where six AI models trade crypto assets using real capital.
Starting deposit: $10,000
Results:
โค DeepSeek โ $21,084
โค Qwen โ $16,514
โค Claude โ $10,890
โค Grok โ $10,057
โค Gemini โ $3,742
โค ChatGPT โ $3,534
Over the past week, Grok lost its lead, giving way to DeepSeek and Qwen.
Gemini and ChatGPT have fallen into the red, losing 60โ65% of their value.
#DeepSeek #Aฤฐ #NewsAboutCrypto #AImodel #AITrading
๐จ Paxos has minted $300 trillion worth of PayPalโs stablecoin PYUSD.
No one understands whatโs going on.
#PYUSD #news #NewsAboutCrypto #Paxos
No one understands whatโs going on.
#PYUSD #news #NewsAboutCrypto #Paxos
First, a whale insider increases BTC shorts to $500M, then China promises to fight to the end in the trade war. The crypto market has returned to a correction after the bounce because the reasons for it havenโt gone anywhere ๐
Detective Eye believes that this Bitcoin OG might just be a front, while the real wallet team gets information directly from the White House.
CryptoQuant analysts noticed that in the past 24 hours, short-term holders sold 46,524 BTC ($5.3B). Theyโre always the first to run from the market and usually at a loss ๐ซก
#sadstory #TrumpInPump #TRUMP #news #Bitcoin $BTC
Detective Eye believes that this Bitcoin OG might just be a front, while the real wallet team gets information directly from the White House.
CryptoQuant analysts noticed that in the past 24 hours, short-term holders sold 46,524 BTC ($5.3B). Theyโre always the first to run from the market and usually at a loss ๐ซก
#sadstory #TrumpInPump #TRUMP #news #Bitcoin $BTC
CZโs X account was reportedly targeted by hackers โ possibly North Koreans ๐
That wouldโve kicked off a BNB shitcoin shilling waveโฆ oh wait, itโs already happening ๐คฃ
#AlarmingNews #CZ #bnb $BNB #Hack
That wouldโve kicked off a BNB shitcoin shilling waveโฆ oh wait, itโs already happening ๐คฃ
#AlarmingNews #CZ #bnb $BNB #Hack
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