devcon_10 @10Devcon

@Anbessa100 Same feeling here...

@Crypto_Chase True

NVIDIA IS BUYING ITS OWN CHIPS AND CALLING IT REVENUE And your retirement account is secretly holding the bag. This scheme is literally straight out of the Enron playbook... In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose: Buy Nvidia's chips so Nvidia could book the sale as revenue. Valor raised $5.4 billion and purchased over 100,000 of Nvidia's GB200 GPUs. But $1.9 billion of that money came FROM Nvidia itself. Nvidia invested $1.9 billion into the shell company, then sold that same shell company $5.4 billion worth of its own chips and booked every dollar as revenue. It's the Girl Scout whose dad bought all the cookies and then she wins the sales contest because Dad was the customer. Except this Girl Scout is a trillion-dollar company and the cookie sale is $5.4 billion. But it gets MUCH worse: The remaining $3.5 billion in financing came from Apollo Global Management. Apollo structured the debt, packaged it into securities, and then sold those securities to Athene. And guess who Athene is? Apollo's OWN insurance subsidiary. The one that sells fixed annuities to American retirees as safe, conservative retirement products. Follow the chain: Nvidia funds a shell company with $1.9 billion. The shell company buys $5.4 billion in Nvidia chips. Apollo finances the remaining $3.5 billion. Apollo sells the debt to its own insurance arm. That insurance arm packages it into annuity products and sells them to retirees who think they're buying something safe. The retirees have no idea that their retirement savings are now backed by 100,000 computer chips sitting in some data center that will be worth pennies on the dollar in three years. Now look at what's happening inside Athene: $74.2 billion in US reserves but $217 billion in assets have been shifted to a Bermuda-based captive insurer, outside normal US regulatory oversight. $103 billion of that portfolio (roughly 35%) is classified as Level 3 assets. That means there is no observable market price. These assets are valued by internal models, not by actual markets. And sitting on top of all those unpriced assets? 16.6x leverage. If you're getting flashbacks to 2008, you should be. Back then it was mortgages bundled into securities that nobody understood, sold to investors who had no idea what they were holding, rated as safe by agencies that never looked under the hood. Today it's GPU-backed securities. Computer chips bundled into structured credit instruments, routed through an offshore insurance subsidiary, and sold to you as a retirement product. The collateral is 100,000 GPUs leased to a single customer through an xAI subsidiary. If xAI stops making lease payments for any reason - financial distress, a pivot in strategy, anything - the entire structure unravels. And Nvidia releases new architectures every year, so each generation delivers dramatically more compute per watt. A 5 year lease on technology that's obsolete in 2 years creates a mismatch that should terrify every annuity holder in America. Every single step in this chain is technically legal. The SPV is legal, the lease is legal, Nvidia's equity stake is legal, the securitization is legal, and the Bermuda transfer is legal. But legality and legitimacy are not the same thing. I've seen every trick Wall Street has ever pulled in my 45 years of doing this. And what I'm looking at right now is a pipeline that takes AI infrastructure risk, launders it through 8 layers of financial engineering, and deposits it in the retirement accounts of Americans who never agreed to fund Elon Musk's data centers. In 2008 it was mortgage-backed securities. In 2026 it's GPU-backed securities. Different asset. Same greed. With the same ending.

Plausible scenario for the coming 5 years...

Rawl @EtherRawl

5 months ago

Starting with the most observable part of the chart, which is obviously the next move—as people always want to know what’s going to happen next. This chart is purely about psychology, and we are at a point where market participants are no longer taking political statements at

15 46 261 102K 260

Let me explain WHERE we are in the risk curve for equities. This will frame how aggressive you should be right now 🧵 RISK CURVE: The spectrum that traders allocate capital to higher risk vs lower risk names, which indicates how much money is in the system Notice the chart below, it is all of the equities that have high yield debt vs the S&P500 as they just made an all time high. Why? Because traders understand the liquidity spigot is being turned on right now.

x.com/i/article/2040…

👀

Rawl @EtherRawl

5 months ago

Starting with the most observable part of the chart, which is obviously the next move—as people always want to know what’s going to happen next. This chart is purely about psychology, and we are at a point where market participants are no longer taking political statements at

15 46 261 102K 260

@Crypto_Chase Levels are pretty accurate, framework for the trades are laid out in advance. You are one of the rare ones who provide real value on this platform. Nice work Chase!

@CryptoWizardd Yes

@Crypto_Chase Correct

@Crypto_Chase Good reasoning

@TraderAryan 3 to 5 years is too optimistic. Make that 10 years, and maybe then some people have figured it out. But 99% will never reach that point anyway.

@Cobratate Gambler

@CryptoCrewU @TheDailyGold

@BrianTycangco $3,400

@cz_binance 🤡

Too few people understand the $CROWN opportunity. A gambling project tied into Churchill Downs and releasing an on-chain tote that anyone can use to create localized wagering for their own competitions… and $CROWN is the center of that? “Only up” is coming to $CROWN

$CROWN @TheCrownToken

10 months ago

4 years ago @ThirdTimeIan dropped the famous @photofinishgame roadmap. Now, we look 4 years ahead The future is bright. $CROWN

2 8 47 5K 1

@LaJollaFarmz Just sold my much heavier bag of silver coins. Keep riding my mining stocks.

@TheCoinCollect8 @BitPaine Are you going to delete your posts also when you are wrong again, like all the other brokie shillers on this platform?

@Anbessa100 Gm