Meta Monk

TESLA JUST KILLED THE CAR

The vehicle is now a peripheral. The chip is the product.

AI5 tape-out confirmed. What nobody understands yet:

Tesla deleted the Image Signal Processor. Deleted the GPU. What remains is a half-reticle inference engine that ingests raw photons.

Not images. Photons.

The numbers:
40x faster in bottleneck operations.
8x raw compute.
9x memory.
144GB onboard.
250 watts.

SoftMax, the mathematical spine of every transformer model, ran in 40 emulation steps on AI4. On AI5, it executes natively in one.

This is not iteration. This is architectural extinction.

Samsung signed $16.5 billion through 2033 for AI6. Both fabs, Texas and Arizona, produce US silicon. Tesla is building chip independence while Nvidia sells to everyone.

The strategic trap nobody sees:

Cybercab launches 2026 on AI4. Volume AI5 arrives mid-2027. Eighteen months of exposure where the robotaxi runs on yesterday’s brain.

If the software team delivers unsupervised autonomy on constrained hardware, AI5 becomes a turbocharger.

If they fail, AI5 becomes a rescue mission that arrived late.

The 100GW thesis:

100 million vehicles. Each carrying 1kW of inference. Parked and plugged in, they form a distributed supercomputer larger than every data center on Earth combined.

Tesla is not building cars with chips.

Tesla is building chips that happen to move.

The age of software-defined mobility ends here. What follows is silicon-defined existence.

Waymo geofences cities. Tesla geofences physics.

Watch Q1 2026 silicon yields. Watch Cybercab disengagement rates. Watch the moment the car disappears and only the network remains.

The platform chip is real. The delay is real. The consequences are civilization-scale.

BREAKING: $BTC Is Walking Into the Most Dangerous FOMC Day Ever!!

• Markets have now shifted from expecting four rate cuts in 2026 to only 2.

• Bitcoin is approaching a major make or break level.

• If the Fed leans hawkish, volatility could explode and BTC could sweep both sides of the range in minutes.

DO NOT BUY A HOUSE RIGHT NOW!!!!

If you or a family member owns a home, you NEED to see this. This is important.

The U.S. housing market is officially in its biggest bubble in 135 years.

And almost nobody wants to talk about it.

Take a look at this.

This isn’t 2006.

This isn’t the post-WW2 boom.

This is 2025, and inflation-adjusted home prices just blew past every bubble in U.S. history.

Here’s what’s insane:

– The 2006 bubble peak? 266.4
– Today’s level? ~300 (inflation-adjusted!)

That means homes are more overpriced NOW than before the BIGGEST housing collapse in modern history.

And the craziest part?

– Wages haven’t kept up.
– Mortgage rates are still elevated.
– Inventory is tightening again.
– And buyers are using more debt than ever to chase the top of the curve.

This is literally the opposite of bullish.

This is what a late cycle blowoff top looks like.

When prices detach from fundamentals for too long, one of two things happens:

1️⃣
Prices fall.

2️⃣
The entire economy pays the bill.

If home prices drop more than 40%, half of U.S. families will end up buried in debt they won’t be able to pay off for the next 20+ years.

History doesn’t lie, it repeats.

If you’re invested in real estate, thinking about buying, or exposed to the broader market… pay attention.

This chart is screaming louder than any analyst on CNBC.

But the thing is, you still have time to position yourself accordingly.

I called the last two market tops days before they happened, and I’ll do it again because that’s what i’m good at.

I’ll keep breaking this down in the coming days.

You’re going to wish you followed me sooner.

𝗕𝗛𝗨𝗧𝗔𝗡 𝗟𝗔𝗨𝗡𝗖𝗛𝗘𝗦 𝗚𝗢𝗟𝗗 𝗕𝗔𝗖𝗞𝗘𝗗 𝗧𝗢𝗞𝗘𝗡 𝗢𝗡 𝗦𝗢𝗟𝗔𝗡𝗔

Bhutan has quietly taken a new step in digital finance.

The country launched TER, short for “Treasure” in Dzongkha, a token backed 1:1 by physical gold, issued through DK Bank and built on Solana for speed and transparency.

Each token represents real gold, merging traditional value with blockchain technology.

This move is part of Bhutan’s national tokenization push, signaling how smaller nations can experiment with regulated digital assets.

Bhutan also holds $500M+ in $BTC, showing its growing adoption of crypto and blockchain innovation.

Which country do you think will step up next and compete with Bhutan in sovereign digital assets, maybe
🇮🇳
India, or someone else?

PHONG LE: ARE BITCOIN COMPANIES BEING UNFAIRLY TARGETED?

Strategy CEO Phong Le says MSCI’s proposal to exclude companies holding over 50% of their balance sheet in Bitcoin would unfairly penalize Strategy and other $BTC treasury firms.

He compares it to removing Chevron for holding oil, Weyerhaeuser for wood, or Simon Property Group for real estate : none of which face exclusion. Strategy has formally challenged the proposal.

Morgan Stanley Capital International will announce its final decision

Rate cuts have happened.
But what about Altseason?

Jerome Powell quietly dropped the actual bomb:

The Fed will buy $40B worth of Treasury bills in the next 30 days.

I think its the real QE Signal

Because this isn’t how a central bank behaves when it wants to fight inflation.

This is how a central bank behaves when it wants to bring liquidity back into the system.

And liquidity is the core of crypto.
Especially high-beta altcoins.

This move signals something bigger:

👉
Liquidity Is Coming Back

"Reserve balances are too low"

- The Fed openly admitted this. Low reserves trigger bill purchases.
When reserves rise, risk assets breathe.

"Banks need breathing room"

- Short-term funding is tightening. Bill buying smooths the plumbing and stabilizes flows.

"Crypto tracks net liquidity, not Powell’s script"

- BTC, ETH, and high-beta alts move on liquidity injections more than macro speeches.

"This is a soft pivot in disguise"

- When the Fed starts buying short-dated T-bills again, it’s setting the stage for easier financial conditions.

And here's the part people overlook:

🔸It’s not QE, but it’s the first real step toward easing since the hiking cycle ended.

🔸The market will digest the cut, but liquidity operations decide the next trend.

🔸Once QE officially starts, that’s when Altseason truly detonates.

We’re closer than the timeline suggests.

MASSIVE:

The Fed is set to purchase $40B in T-bills over the next month.

When the buyer of last resort steps back in,
liquidity flows… and markets move.

Crypto feels this immediately.

THE GREAT ASSET HEIST

While you were sleeping, the economic map of Europe was being redrawn in Miami.

Not Brussels. Not Geneva. Miami.

Here is what just leaked:

The Trump administration has proposed that Wall Street tap $200 billion of frozen Russian sovereign assets to fund U.S. managed projects in Ukraine. Including a data center powered by a nuclear plant still under Russian military occupation.

Read that again.

American firms would invest in Russian Arctic oil drilling and rare earth extraction. Russian energy flows to Europe would be restored. U.S. companies would take 50% of reconstruction profits.

One European official who saw the documents said it plainly: “It is like Yalta.”

The 1945 conference where world powers carved up postwar Europe. Without Europeans in the room.

Eighty years later, history rhymes.

December 10, 2025: Zelensky held his first reconstruction meeting with Treasury Secretary Bessent, Jared Kushner, and BlackRock CEO Larry Fink.

December 18, 2025: The EU votes on whether to seize these same assets themselves.

Belgium holds $183 billion at Euroclear. Its Prime Minister calls the competing EU plan “fundamentally wrong” and warns Russian litigation could “mean bankruptcy for Belgium.”

The math is brutal:

Europe froze the money.
America wants to spend it.
Russia wants it back.
Ukraine needs it to survive.

Four parties. One pot. Zero trust.

What you are witnessing is not a peace negotiation.

It is the largest sovereign wealth transfer negotiation in modern history.

The question is not whether Ukraine gets rebuilt.

The question is who owns the rebuild.

And who owns the rebuild owns the next fifty years of European energy, security, and sovereignty.

The post 1945 order took decades to construct.

It is being renegotiated in weeks.

#Bitcoin’s basics are still strong.

The positives around it are growing.

Most metrics show the market has cooled down.

This means the price and real value don’t match right now.

When they line up again, many people will be shocked.

BHUTAN JUST LAUNCHED A GOLD-BACKED TOKEN ON SOLANA

They’re calling it TER, short for “Treasure” in Dzongkha.

• Backed 1:1 by physical gold
• Issued through DK Bank
• Built on $SOL for speed + transparency
• Another step in Bhutan’s national tokenization push

MEANWHILE…The country also holds $500M+ in $BTC.

BREAKING

FIDELITY IS DUMPING BITCOIN AHEAD OF THE FED RATE CUT DECISION TODAY.

THEY JUST SOLD 22,000 $BTC WORTH $2.1 BILLION, DUMPING BITCOIN PRICE DOWN FROM $94K TO $91K.

THIS IS PURE MANIPULATION!

Rate cut odds for a 25 bps cut at today’s #FOMC are now 87.6%.

But here’s how $BTC performed after the last 4 FOMC meetings:
• June 18: No cut: -6.36%
• July 30: No cut: -5.62%
• Sept 17: 25 bps cut: -8.10%
• Oct 29: 25 bps cut: -12.04%

VOLATILITY always shows up when Powell does. Trade safe!

MASSIVE:

MAJOR CRYPTO BILL ADVANCES!

Senators Gillibrand and Lummis say the full draft drops THIS WEEK.
Hearings and a vote possible NEXT WEEK.

This is the closest the U.S. has ever been to real crypto legislation.

BTC/NASDAQ just broke out of a 2-month downtrend, and it looks like it’s time for Bitcoin to outperform U.S. stocks.

Bitcoin is still down -25% from Oct ATH, while Nasdaq is only 2% down from ATH.

We should see a catch up rally to $110k+ if BTC can close above $103k, 50W sma.

The 𝗜𝗡𝗗𝗜𝗔 𝗧𝗔𝗥𝗚𝗘𝗧𝗦 𝗨𝗡𝗥𝗘𝗣𝗢𝗥𝗧𝗘𝗗 𝗖𝗥𝗬𝗣𝗧𝗢

The government has sent 44,000+ notices to crypto traders who didn’t report their gains, uncovering nearly ₹889 cr in hidden income.

The ED has frozen or seized over ₹4,189 cr, made 29 arrests, and filed 22 cases linked to crypto-related crimes.

Officers are being trained in blockchain tracking, digital forensics, and cyber law, using tools and exchange data to follow crypto money.

Crypto itself isn’t banned, the focus is on tracking illegal activity and enforcing tax rules.

As tracking tools and training improve, crypto users must treat reporting seriously or risk legal action.

BREAKING: THE END OF PAX AMERICANA

The US Congress just received a bill to kill the 76-year alliance that stopped World War III.

Rep. Thomas Massie dropped HR 6508 on December 9, 2025: withdraw America from NATO.

The numbers tell the real story.

Direct US cost: $800 million annually. Sixteen percent of a $4.9 billion common budget.

What that buys: Deterrence over 1 billion people. Zero Russian tanks crossing NATO borders since 1949. Zero great power wars in Europe for eight decades.

The math of collapse.

2019 House vote on NATO support: 357 to 22. Current bill cosponsors: zero. Passage probability: under ten percent.

But here is the fracture point no one sees.

The 2023 NDAA requires two-thirds Senate approval for withdrawal. The 2025 NDAA mandates 76,000 US troops remain in Europe. Congress is building walls around an alliance the executive branch keeps questioning.

Meanwhile, at The Hague in June 2025, NATO raised spending targets from two percent to five percent of GDP by 2035. All 32 allies now meet the baseline. The alliance is not weakening. It is hardening.

The paradox cuts deeper.

America spent $880 billion on defense in 2023. NATO’s entire common budget equals what the Pentagon spends in two days.

This is not about money. This is about whether America leads or retreats.

The bill will fail. The question it raises will not.

For seventy-six years, American power guaranteed European peace. The debate over whether that guarantee continues has now entered the congressional record.

History remembers the day the first cracks appeared.

BREAKING: FDA LAUNCHES INVESTIGATION INTO COVID VACCINE-RELATED DEATHS ACROSS ALL AGE GROUPS

The U.S. government is now officially probing whether COVID-19 vaccines may be linked to deaths in people of various ages.

This marks the most serious federal review of vaccine safety since mass rollouts began.

After years of mandates and censorship, the questions can no longer be ignored.

People ignore the Benner cycle and trust the 4-year story instead.

But Benner has far deeper history.

And the way the chart lines up today, we’re heading right into its next phase.

Sometimes the real edge is the old cycle everyone overlooks.

BANKS JUST GOT THE GREEN LIGHT TO TRADE CRYPTO DIRECTLY!

The
OCC officially confirmed that national banks can legally engage in “riskless principal” crypto transactions.

In plain English: a bank can buy #Bitcoin (or any crypto) from one customer and immediately sell it to another customer, acting as the middleman -- without ever holding the crypto on its own balance sheet (just like a broker).

This removes a massive gray area that has scared banks away for years.
Expect a lot more traditional banks to start offering direct crypto trading to clients in 2026.

The merger of TradFi and crypto just hit warp speed

I first invested in $TAO in early to mid 2022

Since then.. I’ve watched the network evolve many times

Been there through its darkest moments..

Watched brilliant people come and go..

And sat through more rise and falls in price than I care to remember

I’ve seen the protocol questioned.. core beliefs challenged in private.. and hard decisions needing to be made

Watched the brightest minds of the ecosystem debate, clash and then spur each other on.. time and time again

Have seen Bittensor break, rebuild and then come back stronger.. every single time

Through all of it, one thing has always been clear to me..

#Bittensor is not a #crypto project

It’s a living, breathing organism that has been through more shit than people realise.. and supported by an unbelievable passionate group of smart, diverse and wonderful people

Every one unique.. with different personalities, different abilities, different capabilities, different expertise..

But all of them united by one thing.. to push #Bittensor forward

In the three years I've been a part of this movement and on the precipice of a huge milestone..

I've never been more certain, more passionate and more proud of where #Bittensor is today

And where its going next..