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BREAKING
FED WILL MAKE A RATE CUT DECISION AT THE FOMC MEETING TOMORROW AT 2 PM ET.
IF CUT = 50 BPS → MARKET GOES PARABOLIC
IF CUT = 25 BPS → MARKET STAYS FLAT
IF CUT = 0 BPS → MARKET DIES
TURN ON NOTIFICATIONS, REMINDER
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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.
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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.
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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.
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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?
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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
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