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KyleChassé

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Why are AI stocks AND Bitcoin crashing?
$2.5 TRILLION wiped from stocks. Nasdaq down 5.5%. Bitcoin below $76K. Wall Street is panicking over Democrats' plans to restrict AI data centers.
But here's the twist, guys.
Trump still has veto power, the proposed restrictions aren't law, and Bitcoin is getting dragged down with tech.
Now Democrats are preparing another fight over crypto regulation. Markets are pricing in a political nightmare. But how much of it can actually happen?
New video coming later today
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BTC-0.67%
NDAQ-2.63%
It wouldn't surprise me if all of this market madness is just manipulation...
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Futures trading carries significant risk. NFA.
The market feels like an episode of Oprah.
Your stocks are down! Your stocks are down! Your stocks are down! Everyone's stocks are down!
But are you brave enough to buy the dip?
What the hell happened to the markets???
Texas just elected a governor who campaigned on pausing new data centers. Two days later, your Bitcoin is under $79K and the Nasdaq is down more than 3%.
Texas holds about 27% of all the data center capacity planned in the US.
Democrats also took both chambers of Congress, and Goldman Sachs expects Democratic governors in Texas, Georgia and Michigan to push moratoriums on new data centers.
UBS thinks about 30% of the data center capacity due in 2028 could face delays.
Fewer data centers means fewer chips sold. So chip stocks dumped for a second straight
BTC-0.67%
NDAQ-2.63%
GS-6.44%
UBS-3.75%
QCOM-9.69%
What the hell happened to the markets???
Texas just elected a governor who campaigned on pausing new data centers. Two days later, your Bitcoin is under $79K and the Nasdaq is down more than 3%.
Texas holds about 27% of all the data center capacity planned in the US.
Democrats also took both chambers of Congress, and Goldman Sachs expects Democratic governors in Texas, Georgia and Michigan to push moratoriums on new data centers.
UBS thinks about 30% of the data center capacity due in 2028 could face delays.
Fewer data centers means fewer chips sold. So chip stocks dumped for a second straight
post-image
BTC-0.67%
NDAQ-2.63%
GS-6.44%
UBS-3.75%
QCOM-9.69%
AI's next big obstacle could come from Washington.
Rep. Yassamin Ansari wants a pause on advanced AI development, backing legislation that could impose up to 20 years in prison for violations.
Here's what investors need to understand.
Billions are being committed to chips, data centers and power infrastructure on the assumption that AI keeps scaling.
A development freeze could fundamentally change the economics of those investments.
The bill hasn't passed, but regulatory risk is now entering the AI investment equation.
The US might try and ban super intelligence, but that doesn't stop other countries from progressing and getting ahead of us.
$SUI 's 40million TPS is not for you.
It's for the AI economy that SUI is getting ready for.
Let that sink in.
post-image
SUI-1.05%
  • 2
Uncertainty is ending.
The crypto market already added almost $100B in just 24hours.
As soon as people know what's actually going on, that's when the fun starts.
New video soon.
post-image
Wall Street bought 79,800 Bitcoin in Q3.
Long-term holders reduced their balances by 248,000 BTC. More than THREE TIMES as much.
According to 21Shares, ETFs absorbed $6.2B while long-term holders reduced their positions by an estimated $17.4B.
That's the part most people are missing, guys.
Institutional demand is growing, but older holders are distributing faster than ETFs can absorb the supply. This looks like a major transfer of ownership, with short-term selling pressure as the market adjusts.
Until that supply imbalance closes, ETF inflows alone won't be enough to sustain a rally.
post-image
BTC-0.67%
Bhutan just gave crypto a seat at the central banking table.
A royal decree grants Gelephu's future central bank the power to invest in cryptocurrencies, manage reserves and potentially issue its own currency.
While other countries debate crypto regulation, Bhutan is opening the door to crypto reserves.
The number of hacks is too damn high!
Crypto spent two years begging the Fed for cheaper money. The Fed apparently heard the opposite.
September brought the first rate hike since 2023. October brought two officials demanding another. Now markets see roughly 73% odds of another hike on December 9.
Bitcoin's waiting for a liquidity party. The Fed just raised the cover charge.
Mark December 9.
post-image
BTC-0.67%
Bitcoin is down 28% from this time last year. Spot ETFs just lost over $1 billion in two trading days.
Sounds like everyone's leaving, right?
Look closer.
Bitcoin ETFs still hold about $98 billion.
All-time net inflows are still $56.6 billion in the green.
Two days of outflows moved about 1% of that.
And Strategy bought another 810 BTC last week. It now holds 849,327 BTC, over 4% of all bitcoin that will ever exist.
Not worried at all
post-image
BTC-0.67%
Uptober really said minus 7%.
Bitcoin opened October at $83.5K and closed it at $77.5K. It was the WORST October since 2014
Moonvember, you're up. Bounce or bleed?
post-image
BTC-0.67%
Amazon and Google just backed $7.3B+ in nuclear upgrades. Six days apart. Both securing power for 20 years.
Meta already has deals for up to 6.6 GW.
Everyone's obsessing over Big Tech's $700B+ AI spending spree while the real land grab is happening at the power plant.
You can order more chips. Good luck ordering more electricity.
What happens when AI runs out of power before it runs out of money?
AMZN-2.11%
GOOGL-2.22%
DeepSeek just ordered 160,000 Huawei chips to train its next AI models.
Zero Nvidia.
Everyone's screaming that $NVDA is cooked. Guys, relax. The short-term hit is tiny, right?
Bernstein sees Nvidia's China AI chip share crashing from roughly 40% in 2025 to about 8% this year. US export controls locked out its best chips back in 2022. Nvidia lost China years ago.
The scary part comes later.
Remember iPhone vs Android? Apple never needed every phone on earth. But once Android had its own apps and developers, the world split in two. Permanently.
Same thing is happening in AI right now. Two chip s
DEEPSEEK-2.21%
NVDA-9.33%
$USDC SUI is coming to Samsung users later THIS month...
Apple, it's your turn now.
USDC+0.01%
SUI-1.05%
AAPL-1.50%
So, today's the day of the mid term elections.
The result doesn't really matter to me in the long run.
Crypto has pumped under the democrats and the republicans. It's also dumped under both.
The end goal stay the same.
Fix the money, fix the world.
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