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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… 
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NekoZ2025-10-29 09:25:27
Heads up, $SEI just rolled out the SIP-3 wallet upgrade. Brings better performance and sets up for full EVM support. Cosmos-only wallets will need to migrate soon, so plan ahead.SIP-3 wallet upgrades are live — a major milestone on the road to Sei Giga. Sei Giga will redefine EVM performance: sub-400ms finality, 5 gigagas/sec throughput(~200k TPS). SIP-3 upgrades Sei to EVM-only, paving the way for Sei Giga — the most performant upgrade in EVM history. x.com/15893974740405… -
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