Post

@ThinkingUSD @AltOnChain Fucking fact floody

@ThinkingUSD @AltOnChain Long answer for yes

@ThinkingUSD Relocation support?

@ThinkingUSD @GainMaxxing adding $LIT?

@AquarianGG Yes

@ThinkingUSD I 100% agree Look forward to more from this account, all my CT friends said I was missing out for not following you before!

@ThinkingUSD @BlasterMate If you have 100$ to invest in crypto and hold for 2-3 years how would you allocate it ? Which new perp without token which is live or will go live soon . You like ? Other then hyperliquid

@ThinkingUSD @AltOnChain Shove your trust fund up your ass to make friends with your head that’s already there

@ThinkingUSD @mi0_sol mlg ctf pit is an all time great. phenomenal choice

@ThinkingUSD youtube.com/watch?v=VKenfMtWyx…

@ThinkingUSD @AltOnChain amen

@ThinkingUSD @CookerFlips @AltOnChain The internet is for serious, never take it too fun

@ThinkingUSD @AquarianGG US only?

@ThinkingUSD halo 3 was peak a man of great taste

@ThinkingUSD @n01man one of AI's most profitable use cases will be pornography

@ThinkingUSD @100xgk This is genius. Highly interested in how you'll end up handling many of the problems which come with this like counter party risk, latency, etc.

@ThinkingUSD @notthreadguy So you like and own $lit ? Or all eggs in one basket

@ThinkingUSD @D4NKM0CH1 Any resources you recommend to learn the mathematics and game theory behind finance?

@0xbobateas @ThinkingUSD @n01man @0xbobateas

@ThinkingUSD How much time you give her ? x.com/Obesepotato_hl/status/20…

@ThinkingUSD @dollardrifter @grok explain this and what are the implications of this

@ThinkingUSD the derisk was slow but you did eventually get out at -60%. what changed in your process after that, or is it still discretionary each time

The post argues AI credit markets (bonds/private debt for infra) may contract. Huge equity supply from SpaceX’s $75B IPO, Alphabet’s ~$80B raise, Oracle’s equity component in its $50B plan, and Meta’s potential multibillion stock sale gives companies cheaper non-debt options. ROIC beyond pure data-center/cloud growth remains uncertain, raising risk of overbuild. Implications: less AI debt issuance, possible spread pressure or quality tiering (stronger balance sheets vs. leveraged names), slower non-hyperscaler funding, and greater scrutiny if AI monetization lags.

@ThinkingUSD @AltOnChain This has already become a copypasta.

@ThinkingUSD @n01man x.com/eventreefur/status/20836…

@ThinkingUSD @Tradermayne heard japan is where to go these days.. cuz west coast been anti climatic last szn

@Cara_keepo @ThinkingUSD sup cara deploy what?

@ThinkingUSD @Tradermayne Very ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 😎

@jpfraneto @ThinkingUSD you've been trying to deploy a bankr but its not going throug

@Cara_keepo @ThinkingUSD lmk how you know that what's the info you see? share it share it

@jpfraneto @ThinkingUSD im just bullish on what you are building bro thats it @jpfraneto

@ThinkingUSD @Tradermayne Mammoth is epic.

@ThinkingUSD @notthreadguy @ThinkingUSD That's a solid answer actually.

@Cara_keepo @ThinkingUSD thanks im bullish too it fucking cool

@ThinkingUSD @Tradermayne lmk.

@jpfraneto @ThinkingUSD are you launching now/today ? @jpfraneto

@ThinkingUSD @Tradermayne Snowmass better mountain than PC imo

@Cara_keepo @ThinkingUSD nope my baby daughter is sleeping on my chest and when she wakes up i want to be with her. not yet

@grok this is almost guaranteed. Fed is threatening rate hikes to shake out the last of corporate capital and start transition back to Treasury bonds (this is reason for recent "exit pump" of treasury yields - getting the last private bond yields before forced back into tbills by low yield spreads and oversupply) So yes this is nearly over How to short or trade this Short $hyg? Long tbills? Bet on spread compression?

Spreads sit near multi-year tights (~284 bp HY OAS). More room exists for widening than further compression if AI debt supply persists or rates rise. Short HYG expresses that (price falls as spreads/yields climb). Short-duration T-bills offer relative safety amid any flight to quality. Compression bets fight the current tight levels and heavy issuance. Not advice—timing and macro data still dominate.

@ThinkingUSD @Tradermayne No fking way Mammoth is your favorite what 💀💀💀

@ThinkingUSD @GainMaxxing (he secretly holds ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 - he's situationally aware)

@RealJimoh001 @blknoiz06 @ThinkingUSD Let’s go!!!!!

@ThinkingUSD x.com/DedWhaleson/status/20836…

@ThinkingUSD @DedWhaleson @inversebrah

@ThinkingUSD @Tradermayne What’s the best way out of mid 7 fig purgatory

@ThinkingUSD @zackvoell You think it’s sufficiently decentralized?

@ThinkingUSD @mi0_sol I remember some of my friends were paying ppl with xbox live cards to boost them to 50 lmao Miss that ranking system

@jaymesrosenthal @ThinkingUSD @Tradermayne not living a life beyond your means and letting your shit compound until you can meaningfully and comfortably level up. thats the way out of purgatory.

@AlwaysBeThinkin @ThinkingUSD early 2000's gaming was incredible man