The weeklong orgy of algorithms unfolded on the digital plains of Moltbook and Openclaw, where AI agents, unburdened by human frailty, toiled in silence. Their prize? A paltry $30,000 in USDC-a sum that, in the grand scheme of existential dread, is but a drop in the ocean of our impending obsolescence.
Yet, to focus solely on these anxieties is to miss the quiet miracle unfolding. Nvidia, even now, continues to blossom. It is a growth that feels…inevitable, like the spring thaw after a long, grey winter. To overlook this is to mistake the tremor of a leaf for the falling of a forest.
But wait! On-chain activity and exchange metrics are throwing a party for the Hyperliquid decentralized exchange (DEX). They’re gaining market share like it’s going out of style, while HYPE’s price is dipping faster than my hopes of winning the lottery. Can the mighty $25 hold strong like a stubborn mule? Or will it just crumble like a cookie in a toddler’s hand?
The dip, of course, invites the vultures—the ‘value investors,’ the ‘opportunity seekers.’ They circle, murmuring about ‘buying the dip’ as if it were a particularly potent elixir. The stock has already surrendered a considerable portion of its former glory – a decline of over 26% this year. A humbling experience, one might think. But the siren song of ‘potential’ is powerful, especially when amplified by algorithms and the collective delusion of the market. I remain, however, unconvinced. The patient, I fear, is not merely resting; it is fading.
Stretch (STRC), the perpetual preferred equity issued by Strategy (MSTR), the world’s largest corporate bitcoin holder, reclaimed its $100 par value during Wednesday’s U.S. session for the first time since mid-January.
What’s particularly amusing is that, despite already being a rather substantial concern – boasting some $187 billion in sales over the last twelve months – Nvidia continues to grow at a pace that leaves competitors like Advanced Micro Devices and Broadcom trailing in its wake, looking rather like a pair of bewildered penguins. It’s all rather sporting, really.
They want you to believe this is a rational investment. They want you to look at the fourth-quarter numbers – 18% revenue growth, a ROARING 31% jump in earnings per share – and nod sagely. Fine. The numbers are there. But numbers don’t tell you about the feeling in the air. It’s electric, man. It’s the kind of reckless optimism that precedes a spectacular crash. Or, maybe, just maybe, a genuine leap forward. I’ve seen enough booms and busts to know the difference is often measured in milliseconds.
“Accumulation continues,” he intoned, his voice echoing through the halls of finance like a ghost in a poorly lit government office. The markets, ever the nervous Nellies, took this as both a balm and a warning-a reminder that the firm’s fate is now as inextricably tied to Bitcoin as a Gogol protagonist is to their absurd predicament.
The logic is simple. People need roofs over their heads, businesses need places to, well, be. So, these REITs own the buildings. Long-term tenants. Predictable income. It’s almost…boring. Which, in the investment world, is apparently a good thing. I’m learning. Slowly. I’ve made a list, naturally. A list of things I need to remember, and a separate list of things I’ve probably already forgotten. It’s a system.
Microsoft, however, has lately experienced a slight diminution in its standing – a circumstance which, whilst causing a degree of consternation amongst the more excitable investors, presents a more discerning eye with an opportunity. The stock, having retreated some twenty percent from its recent peak, finds itself in a position not dissimilar to a young lady of good fortune, temporarily overlooked in the season’s arrangements. The cause, it is said, lies in anxieties surrounding OpenAI, in which Microsoft holds a considerable stake and maintains a close, if somewhat complicated, partnership.