Jensen taught me a lot. But the most important things he taught me was to care about the details. And keep pushing no matter how long it takes you.
3 years ago, he invited me to fly on his jet with him. I was shocked.
And he did it because he knew I was this unrelenting person that chased Snowflake for years to make the impossible a reality.
He knew I was that person and he remembered I was that person. Few people at his level care to do either. He did both.
I owe him a lot. He built a great company that changed my life forever. And he gave me the means to execute on my ambitions in a way that nothing else ever could.
Praying for him, his family and everyone at NVIDIA past and present.
PS. Photo is not AI generated. This flight was to Snowflake's conference!
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🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW
It's NOT because of the stock market AI bubble.
It's NOT because of the rising inflation.
It's NOT because of retail panic selling.
Bitcoin no longer trades like a supply-and-demand asset.
The crypto market has changed FOREVER.
And what we're seeing right now is not ordinary price action.
It’s not weak hands, changing sentiment, or retail panic.
Something much bigger is happening behind the scenes, and most people haven't even realized it yet.
By the time the crowd catches on, it'll already be too late.
This didn't happen overnight.
The structural shift has been developing for YEARS, and now we're seeing its consequences.
Here's what nobody wants to acknowledge:
The moment synthetic supply enters the equation, genuine scarcity loses its meaning.
And once scarcity stops determining price, the market no longer discovers value through actual ownership.
Price discovery moves into derivatives.
That's precisely what has happened to Bitcoin.
We've already witnessed this exact transformation in:
→ Gold
→ Silver
→ Oil
→ Equities
Once derivatives became dominant, the underlying market structure changed permanently.
Bitcoin is now facing the same reality.
The entire original investment thesis was based on 2 fundamental principles:
1. A fixed maximum supply of 21 million BTC.
2. No rehypothecation.
Both principles lost their effectiveness once Wall Street built an entire financial system around Bitcoin:
→ Cash-settled futures
→ Perpetual swaps
→ Options markets
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps
And from that moment onward, synthetic Bitcoin exposure became effectively UNLIMITED.
Not in actual blockchain supply.
But in the financial markets that determine the price.
Synthetic Float Ratio (SFR).
This is the missing metric most people aren't aware of.
When synthetic exposure exceeds the available real supply, price stops following demand.
It becomes driven by positioning, hedging, and liquidation cascades.
Wall Street now has the ability to manufacture Bitcoin exposure and trade against the underlying asset.
Their playbook is really simple:
1. Manufacture unlimited paper BTC
2. Short aggressively into rallies
3. Trigger cascading liquidations
4. Cover positions at lower prices
5. Take profit and repeat
This isn't simple speculation.
It's financial inventory manufacturing.
A single real BTC can simultaneously support:
→ An ETF share
→ A futures position
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note
ALL AT THE SAME TIME.
6 separate financial claims backed by one actual on-chain Bitcoin.
That's NOT the decentralized free market people believe they're participating in.
That's a new financial system operating under the Bitcoin name.
You can ignore this reality, but you cannot escape its consequences.
Quick reminder
I’ve successfully called every major Bitcoin top and bottom for the past 10+ years.
I publicly called the $17K BTC bottom in 2022 and the $126K top in 2025.
Then, I called the $57K local bottom in 2026.
Missed those calls?
Don't worry, you'll get another chance soon.
If you haven’t followed yet, now is the best time.
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" You're gonna be remembered forever because some things are eternal."
just submitted an eoi for anthropic’s ipo.
no fancy valuation model. i just compare myself with 2 years ago.
i’m living proof of what ai, especially claude code, makes possible. compared to last year, it can now handle much longer, more complex tasks on its own, freeing me up to do other things, like playing wow: forever 😂
and i think at least 99% of people still have no idea what’s possible.
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I just solved "Robotics Engineering" education with Fable 5.2 forever..
no need to spend $500+ on a starter kit to learn what a GPIO pin does, just visit my interactive site:
• 8 real boards in 3D: Arduino Uno, Raspberry Pi 4...
• hyper-realistic graphics with real-life actions
• build part by part: place chips, connectors and headers, then solder them in
• wire real circuits: blink an LED, read a sensor, drive a motor
Fable 5.2 generated every 3D model in code, no ready-made 3D files or photos
try it free, no sign-up ↓
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Never thought I would be eating out every single day
Circle is literally my business partner for my app/e-commerce company and my family. That’s all you need in this life
Master the skill of 1 position, it will change your life forever
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You gotta get this video scrubbed from the internet forever
This is the best day of my life!!!!!! 😂😂 my fuckin favorite show 🫶🏻
This is forever my “when did you know you made it” moment… not MSG or the Hollywood Bowl… fkn Family Guy 😍
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