-
-
-
Serenity2025-10-29 13:03:08
Macro Analysis: Focus Areas: Flows · Proxies · Seasonality · Positioning Setup : _ Neocloud: $NBIS · $IREN · $CIFR · $DGXX Connectivity: $ALAB · $CRDO · $CLS Robotics: $KRKNF · $ONDS · $RR National Security: $RKLB · $MP · $KTOS · $CCCX Energy: $FLNC · $EOSE · $TE · $SEIThe NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds, and why this might be a 200-300%+ return.Buckets Mag7 contracts: $CRWV, $NBIS
, $WULF, $CIFR
With compute: $IREN
, $BITF Speculative: $WYFI, $GRRR
, $SLNH Miners pivoting to x.com/aleabitoreddit…
-
Venu2025-09-29 11:25:35
- 特朗普的加密探戈:白宫会谈点燃 BTC 和 PKR 市场
- 2026-02-08 23:59:04
- 以太坊的波动性:在 WAGMI 希望和技术升级中驾驭多头
- 2026-02-08 23:56:14
- Web3、RWA 和监管清算:制定合规创新路线
- 2026-02-08 23:45:30
- 超级碗掷硬币:解密翻转、投注技巧和大型比赛的历史转折
- 2026-02-08 23:41:55
- 注意,纽约! 2026 年超级碗掷硬币、免费投注和不可预测的命运翻转
- 2026-02-08 23:29:32
- 皇家造币厂推出标志性弗雷迪·墨丘利收藏硬币,震撼收藏界
- 2026-02-08 23:14:08



