From: janburse@fastmail.fm   
      
   Hi,   
      
   Will the crypto bros become AI bros? They   
   could repurpose their infrastructure. But   
   this will mostlikely not happen:   
      
   - Worthless Infrastructure:   
      Mostlikely their infrastructure is discounted   
      to zero. Except for some personell know how   
      value, and some real estate value, they possibly   
      run hardware which lacks the leap to currently   
      slightly expensive HBM (High Bandwidth Memory) ?   
      
   - Shift to Local AI:   
      Even if they can repurpose their infrastruture,   
      they might not see a lot of customers. Smartphone   
      technology is now used in Desktops, giving again   
      a leap in low power consumption with the benefit   
      of integrated AI accelerators (example Snapdragon X).   
      
   These new PCs, can run local AI models, and the   
   possible winners will be Microsoft with Copilot+, etc..   
   and the loosers will be Palantir, etc..   
      
   A corresponding sector rotation is already seen.   
      
   Bye   
      
   Mild Shock schrieb:   
    > Hi,   
    >   
    > My original theory was a little different   
    > when I predicted that BTC will disappear   
    > by end of 2025. I assumed that "Kiosk"   
    >   
    >  From 120'000 to 80'000 in a few days   
    > https://coinmarketcap.com/currencies/bitcoin/   
    >   
    > money exchange will be done by Dogecoin,   
    > LTC, etc.. But my theory is different now.   
    > The West doesn't need Crypto. There is   
    >   
    > enough cyber security and active database   
    > technology around, and Mastercard, VISA,   
    > Banks, etc.. have all mordernized, instant   
    >   
    > payment and mobile apps.   
    >   
    > Bye   
    >   
    > P.S.: Also USA gets fucked hard with their   
    > silly "Strategic Bitcoin Reserve". And most-   
    > likely Michael Sailor will be one of the   
    >   
    > "black peter"s, or some other moron, or   
    > some other colllective of morons ?   
    >   
    > Mild Shock schrieb:   
    >  > Hi,   
    >  >   
    >  > Looks like having some crypto bought in   
    >  > March 2025, would have been a good idea.   
    >  > For exampe BTC is currently going through   
    >  >   
    >  > the 120'000.- USD ceiling:   
    >  >   
    >  > 122'000 USD (Mon, 14 Jul 2025 08:43:33 +0200)   
    >  > https://coinmarketcap.com/   
    >  >   
    >  > But why am I still believing BTC will disappear.   
    >  > I don't know. Epstein did also disappear, and   
    >  > his funds on Virgin Islands are all gone,   
    >  >   
    >  > compensation payed to Non-Virgins.   
    >  >   
    >  > Bye   
    >  >   
    >  > Mild Shock schrieb:   
    >  >> Hi,   
    >  >>   
    >  >> Bravo: Bitcon at 82'000.- USD now! Not as   
    >  >> bad as the 79'000.- USD a few days ago.   
    >  >>   
    >  >> Thanks to the modern AI trading bots, now   
    >  >> everything runs in parallel, BTC, ETH, altcoins.   
    >  >> If one altcoin is favorable, an AI trading bot   
    >  >>   
    >  >> will sell, and buy something else. So that   
    >  >> after a while BTC, ETH, altcoin show all the   
    >  >> same trajectory and so on:   
    >  >>   
    >  >> https://coinmarketcap.com/   
    >  >>   
    >  >> It doesn't matter anymore if the strategic   
    >  >> bitcoin reserve would includen SOL, XRP, or   
    >  >> who knows what. Its all completely broken.   
    >  >>   
    >  >> Bye   
      
   --- SoupGate-Win32 v1.05   
    * Origin: you cannot sedate... all the things you hate (1:229/2)