Crypto ETF
@RealCryptoEtf
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Peak AI panic? Today CH Robinson ($CHRW) is down 15%, losing $3bn purely on a fact that an AI co Algorhythm said that its SemiCab platform enables customers to scale freight volumes by up to 400%. One small problem here is that Algorhythm is an ex Karaoke operator with a mcap of
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Ignore this. Turns out most of it is unlock by something called WhiteBit ($WBT). It’s CEX trading at FDV $16bn and they are unlocking 20% of tokens on March 13. If they pump token into unlock - you know what to do…
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“Toto is not the first ostensibly non-tech company in Japan that has become part of the AI boom. Ajinomoto, better known for soup stocks, uses resin derived from its expertise in umami flavourings to make insulation material between chips and motherboards.”
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AI in the toilet? Porcelain vs Silicone? Palliser is saying that Toto perfected a niche kind of ceramics they use in their $10k toilets. The same ceramic expertise needed for a premium toilet is perfect for making electrostatic chucks. • What they are: These are high-precision
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Still building your “personal brand”?
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4. Russia will likely be an example the UK uses. In 2022, V/MC (holding ~70% of the market) left overnight. The country didn’t pivot to crypto; it survived because it had Mir, a domestic rail built for this exact scenario. Only now Russia is slowly moving towards Digital RUB.
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3. Sovereign Rails will likely be built on one of these permissioned chains - A. Quant Network (Overledger): This is currently the most significant technical partner. Quant was officially selected by UK Finance (the trade body representing the banks) to provide the infrastructure
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2. The Bank of England is developing "blueprints" for a sovereign infrastructure that ensures payments can still function if US networks are "turned off" due to geopolitical tensions - that could include some form of Distributed Ledger - but
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1. The primary focus of the discussions is not on a new card scheme, but on "Account-to-Account" (A2A) payments. Or expansion of VRPs (Variable Recurring Payments) - Unlikely crypto rails in that at all.
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Good for crypto? Not really… below why. UK bank bosses plan to set up Visa and Mastercard alternative amid Trump fears Exclusive: First meeting to be held over domestic payments system aimed at reducing reliance on US networks. Reads as great for crypto - esp ETH / XRP - but
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Your favorite crypto influencer won't tell you this: most of their bags score under 50 on decentralization. $BTC (98), $DGB (96), $DOGE (93.5) don't need influencers. They have nodes. https://t.co/GegYkfYIZa $LTC $DCR
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Crypto Value Wiki. Adding this one to the list - alongside BTC vs drug prices, M2, Gold etc
this is a wild chart. 15 years of near-perfect correlation between the NDX and software (IGV)...now the widest divergence on record
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Zero crypto at home!
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Venice AI is literally top pick model listed on OpenClaw main page. No wonder $VVV and $DIEM going vertical
DIEM surging as every leading AI model in the world is now available through https://t.co/gc9qMSlEGT $diem $vvv
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Should we in crypto take that as sign that all the quantum risks just got delayed by a few years?
A moment of silence for all the quantum bulls of 2025. 🪦 $QUBT | $RGTI | $QMCO | $IONQ | $QBTS | $ARQQ
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We lived through exactly that experience on an Equity Trading floor - when over the phone block trading for which we charged 35-50bps turned into DMA and program trading with their 1-2bps comm. Worst part - they didn’t need us anymore. It WILL happen to all now. Prepare.
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$UNI round trips the Blackrock buy news in less than a day. Up 30% - now back flat. All you need to know about crypto sentiment now.
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If we repeat the 2000 tech mania - ERP can go even lower. But not for too long. Brace for impact! NFA.
Im certainly no fan of current valuations (though don't ever anchor positions to valuations). But this chart is pretty deceptive. For the entire decade prior NTM Earnings Yields - 10 year rate were deeply negative.
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@MYX_Finance - will you post anything today to explain the 45% token drop?
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