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So much to ZEC - lol

JUST IN: Zcash crashes 48% after Claude AI finds critical vulnerability allowing unlimited minting of $ZEC. It went unnoticed for 4 years until it was patched on June 1st. @WatcherGuru

Maybe that’s the reason why ZEC is doing so well?

BTC Mining Companies that are pivoting to providing AI compute are rerating 5x-15x in stock prices. 250MW want require between 5b - 20b in capex (depending on if you calculate GPU’s). I don’t see how BTC can do anything meaningfully in the next 36 months. Remember that those miners all pivoted to becoming treasury companies early 2025. They will race to jeet their Bitcoin and make the pivot before it’s too late.

Miners have a unique position to capture these flows - they already have data center infrastructure, land, energy. All they have to do is pivot to AI GPU's. Requieres initial capex, which they can generate by dumping their balance sheet.

What happens if Bitcoin Mining/Treasury Companies dump their coins to fund their AI Datacenter pivot.

Did anyone look into Cerebras?

The prediction was made by NVIDIA who calculated the figure with data from the Worldbank. It's not the only prediction and most likely not 100% correct, but this number is taken very seriously in the financial world with large banks using it as a starting point for further estimates i.e. Goldman Sachs with their humanoid robot prediction.

I am curious as what is your source for the 50 T figure ?

Want to hear something insane about the technological renaissance? Physical AI is predicted to grow into a 50 Trillion market in 2050. That is such an enormous number... and such an insane opportunity. To put things into perspective: The US national debt is $34 Trillion All of Europe's national debt is $18 Trillion With $50 Trillion you could roughly pay back all of this debt that was pilled up over decades. 50 Trillion is also 10 times large than the global IT sector and 40x larger than Software. The whole TAM of the internet reached 28 Trillion in 2026. Now back to Physical AI .. again this market is expected to reach a TAM of $50 Trillion in 2050. We can literally participate in a financial opportunity twice as big as the internet.

One of the most advanced quantum computing companies is using using trapped ion technology, employing individual, naturally occurring ytterbium atoms as qubits suspended in a vacuum chip. In late 2025, they achieved 99.99% two-qubit gate fidelity (the "four nines" benchmark) marking a world record. This company is roughly valued the same as Cardano what the fuck.

We are approaching a world of unprecedented technological progress. - Recursively self improving AI is 24 months away - Physical AI will grow into a 50 trillion market next decade - Humanoid Robots are 36 - 60 months away At the same time Tech-Hyperscaler are pouring hundreds of billions in the economy $200 billion last year, $700 billion this year and projected to grow to 1.3 trillion next year. Demand for chips, semiconductors, energy, batteries, solar panels, sensors, hardware components is already going through the roof and will only accelerate. We are on the brink of optimising our very own biology with AI some experts estimate major breakthroughs are only 2 years away. In addition to that we are having vast improvements in Quantum Computer, Fusion Energy and we might build data centers in the god damn space in the next 5-10 years. Why the fuck are we still speculating on shitcoins instead of participating in this one in a lifetime renaissance .

The main risk I see is around the question how sustainable the peace in the straight of hormuz is

Time to turn bullish again?

I’m generally very bearish on the market, but I’m starting to adjust my assessment. Anyone else having the same feeling or is it just the FOMO that’s coming up?

Anyone bullish on Quantum Stocks?

💀

Added a small position

Crypto looks pretty ok! What do you think?