Crypto Yak

@CryptoYak

marketing, ai, crypto & stocks - stackings bitcoin since 2016

Joined May 2020

1,101

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Crypto Yak
@CryptoYak
Feb 9
as ai improves, the thin layers - apps, software, etc. - get commoditized. value moves up the stack. and at the very top of the stack is energy. bitcoin is energy transport: mine where power is cheap, turn electricity into btc, move value globally. buy bitcoin.
Crypto Yak
@CryptoYak
Aug 26
"This is a supply constrained outlook." The supply constrain in question: $SKHY, $MU, $SNDK
Trade Whisperer
@TradexWhisperer
Aug 20
$SKHY $SNDK $MU Question. Why does 'I'm not sure yet about bullish projections' get priced at 5-6x instead of 10x? 10x-12x still leaves room to debate and still be reasonable. Not asking for rational, just reasonable. 2027 memory profits: $730-930B. Shortage runs through 2028.
Crypto Yak
@CryptoYak
Jun 2
crazy times
Sergey Alexashenko
@SAlexashenko
Jun 1
Google equity raises
Crypto Yak
@CryptoYak
Jun 2
lmfao
NINGI RESEARCH
@NingiResearch
Jun 1
We are short $SIVE. A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST. Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report:
Crypto Yak
@CryptoYak
May 19
👀
Andrej Karpathy
@karpathy
May 19
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.