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CRYPTO, MARKETS, FINANCE, GLOBAL COVERAGE.
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THANKS ALL 😊
Follow for Bitcoin ❄️
$BTC $ETH $BNB
CRYPTO, MARKETS, FINANCE, GLOBAL COVERAGE.
POST: SHORT, VERIFIED, HELPFUL.
IF YOU HAVE ANY QUESTION YOU CAN ASK IN COMMENT I REPLY YOU!😊
THANKS ALL 😊
Follow for Bitcoin ❄️
$BTC $ETH $BNB
Key Events This Week:
1. January ISM Manufacturing PMI data - Monday
2. December JOLTS Job Openings data - Tuesday
3. Alphabet, $GOOGL, Reports Earnings - Wednesday
4. Initial Jobless Claims data - Thursday
5. Amazon, $AMZN, Reports Earnings - Thursday
6. January Jobs Report - Friday
$ZK $ARDR $D
1. January ISM Manufacturing PMI data - Monday
2. December JOLTS Job Openings data - Tuesday
3. Alphabet, $GOOGL, Reports Earnings - Wednesday
4. Initial Jobless Claims data - Thursday
5. Amazon, $AMZN, Reports Earnings - Thursday
6. January Jobs Report - Friday
$ZK $ARDR $D
Bessent: “Assuming historical growth rates continue, a single $1,000 deposit into a Trump Account at birth… should grow to an estimated amount of at least half a million dollars by the age of retirement.”
$ZK $ARDR $D
$ZK $ARDR $D
JUST IN: Jim Cramer says buyers will pump Bitcoin back to $82,000.
$ZK $ARDR $D
$ZK $ARDR $D
JUST IN: FTX founder Sam Bankman-Fried is publicly praising President Trump, calling him good for crypto.
Seems like someone's seeking a pardon
$ZK $ARDR $D
Seems like someone's seeking a pardon
$ZK $ARDR $D
BEARISH: Bitcoin just closed its 4th consecutive bearish monthly candle.
Something we haven’t seen since 2018.
$ZK $ARDR $D
Something we haven’t seen since 2018.
$ZK $ARDR $D
JUST IN: Michael saylor buys more Biticon.
More Orange.
$ARDR $ZK $C98
More Orange.
$ARDR $ZK $C98
JUST IN: 🇺🇸 Trump says he hopes new Fed chair Kevin Warsh will do more rate cuts.
$ARDR $C98 $BULLA
$ARDR $C98 $BULLA
Step Finance suffered a $27M treasury breach‼️
Their token ‘STEP’ is now down over 90%.
$ARDR $ZK $BULLA
Their token ‘STEP’ is now down over 90%.
$ARDR $ZK $BULLA
🚨Polymarket now shows a 79% chance of someone throwing something at CZ’s face at a crypto event in 2026, with over $7M in volume. Hate against CZ is getting wild.
$ZK $ARDR $C98
$ZK $ARDR $C98
JUST IN: 🇺🇸 President Trump says Tariff revenue is so high we could issue a $2,000 dividend, without going to Congress.
$ZK $C98 $ARDR
$ZK $C98 $ARDR
JUST IN: Iran officially designates all European Union militaries as terrorist groups.
$ARDR $C98 $PORTO
$ARDR $C98 $PORTO
WARNING: 🇮🇷🇺🇸 Iran’s Supreme Leader Khamenei says “If the Americans start a war, this time it will be a regional war.”
$ZK $ARDR $C98
$ZK $ARDR $C98
JUST IN: 🇨🇳 China's ICBC warns of precious metal volatility, urges investor caution - Reuters.
$ZK $C98 $ARDR
$ZK $C98 $ARDR
🇺🇸 US INFLATION DROPS TO 0.86%.
$ZK $C98 $ARDR
$ZK $C98 $ARDR
JUST IN: 🇺🇸 NASA will send humans to the Moon on February 08, for the first time in 54 years!
$ZK $ARDR $C98
$ZK $ARDR $C98
JUST IN: 🇸🇦 Saudi Arabia officially opens its financial market to global investors.
$ZK $C98 $ARDR
$ZK $C98 $ARDR
HUGE: 🇺🇸 US White House says Gold reserves might be used to purchase Bitcoin
$ZK $ARDR $BULLA
$ZK $ARDR $BULLA
JUST IN: Trump family’s World Liberty Financial sold a 49% stake to an Abu Dhabi royal for $500M, WSJ reports.
$ZK $C98 $PORTO
$ZK $C98 $PORTO
Accidentally Joined Google Cloud Internal Zoom - They're Panicking About Walrus Work remote.
Work remote. Use Zoom constantly. Yesterday got random calendar invite that looked like team meeting. Clicked without thinking.
Joined call. Immediately realized these weren't my coworkers.
30+ people. All Google Cloud badges in their Zoom names.
Before I could leave someone started presenting. Slide said: "Walrus Competitive Threat Assessment - Q1 2025"
I muted myself. Turned off camera. Watched entire 45 minute presentation.
Key slides I screenshot before they caught me:
SLIDE 5: "Customer Churn Acceleration"
Q3 2024: 47 customers mentioned Walrus in exit surveys
Q4 2024: 156 customers mentioned Walrus
Q1 2025 (projected): 300+ customers
"Churn rate to @walrusprotocol increasing 240% quarter over quarter"
SLIDE 9: "Revenue Impact Projection"
2025: $890M at risk
2026: $2.4B at risk
2027: $5.1B at risk
"If current trend continues Walrus could capture 8-12% of our storage market share by 2027"
SLIDE 12: "Why We Can't Compete"
"Erasure coding is structurally more efficient than replication"
"$WAL cost advantage is architectural not tactical"
"Decentralization appeals to web3-native customers we can't serve"
"No vendor lock-in contradicts our business model"
SLIDE 18: "Strategic Options Analysis"
Option 1: Price matching → "Destroys our margins"
Option 2: Acquire Walrus → "Impossible, decentralized protocol"
Option 3: Build similar tech → "Would cannibalize existing revenue"
Option 4: FUD campaign → "Legal risks, ineffective against superior technology"
CONCLUSION: "No viable competitive response identified"
Someone finally noticed unknown participant. "Who just joined? This is confidential meeting."
I left immediately. But I had screenshots.
GOOGLE CLOUD has NO COMPETITIVE RESPONSE to Walrus.
Their own internal assessment: $5.1 BILLION revenue at risk by 2027. Customer churn accelerating 240% quarterly. No way to compete without destroying their business model.
When your competitor's internal strategy meeting concludes "no viable competitive response" you've already won.
@Walrus 🦭/acc isn't just alternative. It's existential threat that Google Cloud leadership has no answer for.
Market cap under $1B. Google Cloud sees $5B+ revenue threat. Math doesn't math yet.
Can't verify 100% authenticity (could've been elaborate fake meeting). But slides were professional. Participants had Google badges. Analysis was sophisticated. Felt real.
If real this is smoking gun evidence cloud giants know they're being disrupted and can't stop it.
Not financial advice but accidentally witnessing competitor panic meeting is pretty clear signal.
#Walrus
#GoogleCloud
Joined call. Immediately realized these weren't my coworkers.
30+ people. All Google Cloud badges in their Zoom names.
Before I could leave someone started presenting. Slide said: "Walrus Competitive Threat Assessment - Q1 2025"
I muted myself. Turned off camera. Watched entire 45 minute presentation.
Key slides I screenshot before they caught me:
SLIDE 5: "Customer Churn Acceleration"
Q3 2024: 47 customers mentioned Walrus in exit surveys
Q4 2024: 156 customers mentioned Walrus
Q1 2025 (projected): 300+ customers
"Churn rate to @walrusprotocol increasing 240% quarter over quarter"
SLIDE 9: "Revenue Impact Projection"
2025: $890M at risk
2026: $2.4B at risk
2027: $5.1B at risk
"If current trend continues Walrus could capture 8-12% of our storage market share by 2027"
SLIDE 12: "Why We Can't Compete"
"Erasure coding is structurally more efficient than replication"
"$WAL cost advantage is architectural not tactical"
"Decentralization appeals to web3-native customers we can't serve"
"No vendor lock-in contradicts our business model"
SLIDE 18: "Strategic Options Analysis"
Option 1: Price matching → "Destroys our margins"
Option 2: Acquire Walrus → "Impossible, decentralized protocol"
Option 3: Build similar tech → "Would cannibalize existing revenue"
Option 4: FUD campaign → "Legal risks, ineffective against superior technology"
CONCLUSION: "No viable competitive response identified"
Someone finally noticed unknown participant. "Who just joined? This is confidential meeting."
I left immediately. But I had screenshots.
GOOGLE CLOUD has NO COMPETITIVE RESPONSE to Walrus.
Their own internal assessment: $5.1 BILLION revenue at risk by 2027. Customer churn accelerating 240% quarterly. No way to compete without destroying their business model.
When your competitor's internal strategy meeting concludes "no viable competitive response" you've already won.
@Walrus 🦭/acc isn't just alternative. It's existential threat that Google Cloud leadership has no answer for.
Market cap under $1B. Google Cloud sees $5B+ revenue threat. Math doesn't math yet.
Can't verify 100% authenticity (could've been elaborate fake meeting). But slides were professional. Participants had Google badges. Analysis was sophisticated. Felt real.
If real this is smoking gun evidence cloud giants know they're being disrupted and can't stop it.
Not financial advice but accidentally witnessing competitor panic meeting is pretty clear signal.
#Walrus
#GoogleCloud
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