$RENDER VA EXPLOSER ET VOICI POURQUOI PERSONNE NE LE VOIT VENIR
Tout le monde est en train de vibe coder maintenant G
Plus de 100 heures à utiliser Claude et Cursor et voici ce qui m'a frappé
Chaque prompt que j'envoie nécessite de la puissance de calcul. Chaque correction de bug nécessite de la puissance GPU. Chaque moment "laisse Cursor cuisiner" brûle des serveurs quelque part.
Multipliez cela par des millions de développeurs qui font la même chose EN CE MOMENT.
Microsoft vient de dire à 100K ingénieurs d'arrêter d'utiliser Claude parce que les factures ont explosé. Uber a brûlé tout son budget IA d'ici avril. Le VP de NVIDIA a admis que le coût de calcul est plus élevé que celui des employés.
La demande en puissance de calcul est en train de devenir parabolique. L'offre ne peut pas suivre.
$RENDER est la réponse cachée en pleine vue.
Partenariat avec Apple. Intégration NVIDIA. Plus de 45K nœuds GPU. Présenté à la WWDC. 180 millions de dollars de revenus projetés pour 2026.
Pendant que tout le monde vibe et envoie ses prompts à travers le développement, quelqu'un doit fournir la puissance de calcul.
Le GPU décentralisé est la pioche et la pelle de cette ruée vers l'or IA G
$TAO $AKT $OCEAN $TRAC
Tout le monde est développeur maintenant. Personne ne sait ce qu'il fait. Mais ils ont tous besoin de puissance de calcul.
Et la puissance de calcul est le nouveau pétrole Tribe
$QNT - Pionnier de l'Euro numérique de la BCE. HSBC, Barclays, Lloyds, NatWest utilisent tous la tech de Quant. Collaboration avec la Banque du Japon. Intégration SWIFT. En baisse de 80% par rapport à son ATH tout en connectant l'ensemble du système financier à la blockchain.
$TAO - NVIDIA a perdu 420M$. Jensen Huang l'a soutenu publiquement. ETF Grayscale déposé. 43M$ de revenus au T1. Le PDG de la société la plus précieuse au monde a validé vos sacs. Et vous avez peur d'une semaine rouge ?
$RENDER - Apple les a mis en avant lors de la WWDC. Partenariat avec NVIDIA. Plus de 45K nœuds GPU. Alimente l'infrastructure dont l'IA a besoin pour fonctionner.
Ce ne sont pas des memecoins espérant un tweet G
Ce sont les protocoles sur lesquels les institutions construisent EN CE MOMENT pendant que vous envisagez de vendre au fond.
Les bougies rouges sont le prix d'entrée. La conviction est le ticket vers une richesse générationnelle.
Ceux qui vendent ici rachèteront 3x plus haut et vous traiteront de chanceux.
Vous n'êtes pas chanceux. Vous êtes en avance. Vous êtes informé. Vous êtes positionné.
Dézoomez. Verrouillez. Laissez les mains faibles sortir.
Nous avons déjà vu ce film. Nous savons comment ça finit.
I see people quitting crypto at exactly the moment when they should double down on their efforts. Losers gonna lose. That's it. LFG #Macro Insights# $BTC $ARX
No one is actually prepared for this scenario... 2020 was the warning. 2026 will be the explosion. When ALTCOIN SZN truly starts, timelines will look fake, portfolios will melt faces, and people on the sidelines will call it “luck.” The biggest wealth transfer is coming again. #Altcoin Season# $EDEL $XRP $TAO
Look at this chart. Dot Com bubble + AI bubble. Same pattern. Same greed. Same inevitable pop. IMO Greed is deeply entangled with human nature.
It doesn't disappear after a crash. It just redirects.
When this stock market AI FOMO pops and it will pop people won't suddenly become responsible investors.
They'll look for the next speculative playground to multiply their money.
Every single time G
2000: Dot Com crashes
2001-2003: Gold and commodities pump
2008: Housing crashes
2009-2017: Bitcoin born and explodes
2020: COVID crashes everything
2021: Biggest altseason in history
The pattern is right there in front of us. After every crisis comes the rotation into higher risk assets. Because greed doesn't die. It migrates. When TradFi burns them where do you think that desperate money flows?
Crypto Bro! Every. Single. Fucking. Time.
The $725 B #AI infrastructure bubble is already showing cracks. Microsoft telling 100K engineers to stop using Claude. Uber burning annual budgets in 4 months.
When it pops the greed doesn't vanish. It finds a new home.
And crypto is the most speculative asymmetric bet on the planet.
RWA. AI protocols. DeSci. DeFi. All waiting for that rotation.
👽 BREAKING BRONDOR - VITALIK FIGHTS TO SAVE $ETH FROM FUD - HERE'S MY HONEST TAKE
8 senior contributors leaving in 2026. 5 in May alone.
Tim Beiko gone. Barnabé Monnot gone. Protocol Cluster decimated. CT screaming #Ethereum is dead.
And you know what? I'm bullish G
Here's why everyone is reading this wrong.
Vitalik just said the Ethereum Foundation will be a "smaller ship" that sells LESS ETH and focuses only on what matters: censorship resistance, openness, privacy and security. CROPS.
He literally said "being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity. If we try it we will lose."
Read that again.
Vitalik is NOT trying to compete with Solana on speed. He's playing a completely different game.
While everyone screams about TPS and transaction fees Vitalik is focused on making Ethereum provably bug-free using AI-assisted verification.
Something considered impossible until 6 months ago.
The departures?
Senior people leaving to build their OWN projects in the ecosystem. Dankrad Feist left to raise $1 BILLION for a new Ethereum advocacy organization.
The EF holds only 0.16% of all ETH. Compare that to other foundations holding 10-50%.
Ethereum is already the most decentralized smart contract platform by far.
IMO this FUD is the best entry you'll get G
Ethereum has: BlackRock BUIDL fund + Most #RWA tokenization + Most #DeFi TVL + Most developers ETF approved and accumulating
And CT is bearish because some researchers left to start their own companies? 💀
The weak hands sell the FUD. The smart money accumulates the fundamentals.
$ETH isn't going anywhere. It's just getting leaner and meaner.
👽 ALTCOIN SEASON 2021 MADE A LOT OF MULTI MILLIONAIRES
But few of them kept the wealth. Me included kek...
Here's what I did wrong and why I'm full into $QNT and $TAO ecosystem now
2021 MISTAKES
I held too long. Watched millions turn to thousands thinking "it will go higher"
I had no exit strategy. No targets. Just vibes and hopium.
I was in narratives not infrastructure. Hype coins with no real use case. I didn't understand what I owned. Just followed CT calls blindly.
WHAT CHANGED
This cycle I'm positioned differently.
$QNT - The bridge connecting TradFi to blockchain. SWIFT integration. ECB digital euro pilots. Banks actually using it. Infrastructure not hype.
$TAO - The Bitcoin of AI. Decentralized intelligence network. But here's where it gets interesting G
#TAO SUBNETS
Bittensor isn't just one protocol. It's 128+ subnets each doing different AI tasks.
I'm longing decentralized GPU and GameFi subnets without writing a single line of code.
Why? Because compute demand is exploding.
Microsoft just told 100K engineers to stop using Claude because bills exploded.
AI costs more than humans now!! Decentralized compute is the answer. And TAO subnets are building it.
GameFi subnets tapping into a $282B industry that's larger than movies and music combined.
Real revenue. Real users. Real infrastructure.
THE DIFFERENCE
2021 me: chasing pumps hoping for the best
2026 me: positioned in infrastructure that survives bear markets and explodes in bulls
I'm not making the same mistakes twice.
This time I have exit targets. This time I understand what I own. This time I'm in protocols that generate actual value. $QNT and $TAO are conviction plays.
I've seen too many great protocols fail due to poor money management.
There was a time, about two years ago, when low-cap protocols were spending 15k on a single PR on a Web3 blog, or 3-6k on a single tweet from major X accounts.
This era is over, but many protocols died as a result of this learning process.
The next bull market will be fairer for end consumers (retail investors) and far less rewarding for larpers and shillers who have no brains.
As always, I choose quality.
I've never accepted money from a gambling company (even if they left 100k or more on the table, my soul is not for sale).
I stick with quality enterprise protocols and real innovators.
That's it.
If you want to know about some hard-working people in the space that I'm still keeping an eye on, check these out: