$100 → $40,000 → $0 → $1,000,000 believe in yourself.
Joined January 2024
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Hopper retweeted
🚨 THE AI BUBBLE JUST POPPED
Intel → -50%
Google → -20.6%
Amazon → -7%
China STAR50 → -40%
Worse than 2008. Worse than COVID.
Look at what Google, Amazon and Intel ACTUALLY reported:
Google Cloud → UP 103%. More than DOUBLED in a year.
Google revenue → +25%.
Google operating income → +30%.
Gemini → 1 BILLION users.
Amazon AWS → UP 39%. Fastest growth in 5 years.
Intel revenue → UP 21%.
Intel says demand for its Xeon server chips remains EXTRAORDINARY.
- SK Hynix memory chips → essentially SOLD OUT through 2029.
- HBM demand → roughly 2X what SK Hynix can supply.
And this is what everyone misses:
AI stocks are NOT crashing because AI demand is collapsing.
They’re crashing because BUILDING AI IS EXPENSIVE.
Google spent $51.4 BILLION on CAPEX in ONE QUARTER.
Amazon expects roughly $220 BILLION this year and says spending will be even HIGHER next year.
AWS capacity is already largely SOLD OUT through 2027.
The market is repricing the COST of the AI buildout.
Not the DEMAND for AI.
That is a massive difference.
But don’t misunderstand me:
AI IS A BUBBLE.
And bubbles can get MUCH bigger before they finally break.
The next major test is Anthropic’s IPO.
If the market absorbs it at an insane valuation, the bubble still has fuel.
If it struggles, gets repriced or delayed...
I’ll be paying VERY close attention.
Because eventually this ends badly.
Reminder: I’ve called every major market top and bottom for the last 15 years, including Bitcoin at $16,000 and the top at $126,000.
The next call will matter even more.
When I exit the markets completely, I’ll post it here publicly.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
🚨 THE AI BUBBLE JUST POPPED
Intel → -50%
Google → -20.6%
Amazon → -7%
China STAR50 → -40%
Worse than 2008. Worse than COVID.
Look at what Google, Amazon and Intel ACTUALLY reported:
Google Cloud → UP 103%. More than DOUBLED in a year.
Google revenue → +25%.
Google operating income → +30%.
Gemini → 1 BILLION users.
Amazon AWS → UP 39%. Fastest growth in 5 years.
Intel revenue → UP 21%.
Intel says demand for its Xeon server chips remains EXTRAORDINARY.
- SK Hynix memory chips → essentially SOLD OUT through 2029.
- HBM demand → roughly 2X what SK Hynix can supply.
And this is what everyone misses:
AI stocks are NOT crashing because AI demand is collapsing.
They’re crashing because BUILDING AI IS EXPENSIVE.
Google spent $51.4 BILLION on CAPEX in ONE QUARTER.
Amazon expects roughly $220 BILLION this year and says spending will be even HIGHER next year.
AWS capacity is already largely SOLD OUT through 2027.
The market is repricing the COST of the AI buildout.
Not the DEMAND for AI.
That is a massive difference.
But don’t misunderstand me:
AI IS A BUBBLE.
And bubbles can get MUCH bigger before they finally break.
The next major test is Anthropic’s IPO.
If the market absorbs it at an insane valuation, the bubble still has fuel.
If it struggles, gets repriced or delayed...
I’ll be paying VERY close attention.
Because eventually this ends badly.
Reminder: I’ve called every major market top and bottom for the last 15 years, including Bitcoin at $16,000 and the top at $126,000.
The next call will matter even more.
When I exit the markets completely, I’ll post it here publicly.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Hopper retweeted
This is exactly what I told you would happen.
S&P 500 was at all-time highs, but the real macro support showed real weakness.
17 out of 17 midterm years proved one thing:
Every pump before the 200 EMA touch ended the same way.
Dump.
Remember, I’ve been trading markets for over 15 years.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
This is exactly what I told you would happen.
S&P 500 was at all-time highs, but the real macro support showed real weakness.
17 out of 17 midterm years proved one thing:
Every pump before the 200 EMA touch ended the same way.
Dump.
Remember, I’ve been trading markets for over 15 years.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Hopper retweeted
🚨 $SPX : THE STOCKS CARRYING THIS MARKET CAN ALSO BRING IT DOWN
Look at October’s breakdown of the rally from March 30:
S&P 500: +23%
10 companies: 70% of the gains
The other 490: just 30%
Nvidia alone contributed 13%
Micron, Apple and Microsoft contributed 9% each
That’s a lot of confidence resting on very few earnings reports
Now look at the chart
1999: Dot-com
2007: Housing
2026: AI
The warning is how much the market starts depending on its biggest winners continuing to deliver
If several of those companies miss expectations or cut their forecasts together, the stocks carrying the index become the ones dragging it lower
And the damage reaches people who never bought an AI stock directly
Their index funds already own them
You don’t have to be chasing the bubble to be exposed to it
🚨 $SPX : THE STOCKS CARRYING THIS MARKET CAN ALSO BRING IT DOWN
Look at October’s breakdown of the rally from March 30:
S&P 500: +23%
10 companies: 70% of the gains
The other 490: just 30%
Nvidia alone contributed 13%
Micron, Apple and Microsoft contributed 9% each
That’s a lot of confidence resting on very few earnings reports
Now look at the chart
1999: Dot-com
2007: Housing
2026: AI
The warning is how much the market starts depending on its biggest winners continuing to deliver
If several of those companies miss expectations or cut their forecasts together, the stocks carrying the index become the ones dragging it lower
And the damage reaches people who never bought an AI stock directly
Their index funds already own them
You don’t have to be chasing the bubble to be exposed to it
Hopper retweeted
Based on Bitcoin’s 4y cycle, the next peak should be around $200K-$210K in 2029.
That’s a 2.36x-2.47x in 3 years if you buy here, and 3.33x-3.50x+ if you managed to buy at $60K.
Around 33.1%-35.2% annualized from here, or 49.4%-51.8%+ annualized from $60K.
Remember: I called Bitcoin’s last cycle top at $126,000 and told you to buy when Bitcoin was at $60K in June.
The next call could be even more important.
I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Based on Bitcoin’s 4y cycle, the next peak should be around $200K-$210K in 2029.
That’s a 2.36x-2.47x in 3 years if you buy here, and 3.33x-3.50x+ if you managed to buy at $60K.
Around 33.1%-35.2% annualized from here, or 49.4%-51.8%+ annualized from $60K.
Remember: I called Bitcoin’s last cycle top at $126,000 and told you to buy when Bitcoin was at $60K in June.
The next call could be even more important.
I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
Hopper retweeted
I walked away from a five-figure salary at @Bybit_Official to build something most people didn’t even know was possible.
A trading terminal that profits from price differences between prediction markets and sportsbooks.
8 months later, @arbex_trade is live.
Here’s the story 👇
When Polymarket started gaining traction, we saw an opportunity: arbitrage between prediction markets and sportsbooks.
Hedge funds and trading desks have profited from market inefficiencies for decades.
Why shouldn't individual traders have the same tools?
We became obsessed with building a community where everyone could run their own mini trading desk.
8 months.
240 fucking days.
5,000+ hours of building, testing, and fixing.
Today, I'm proud to introduce @arbex_trade - an all-in-one arbitrage terminal connecting @Polymarket, @Kalshi, and 16 sportsbooks.
Not just another scanner.
A complete trading infrastructure: discovery, execution, position management, and PnL.
We wrapped up our closed beta with:
• $1.5M+ in trading volume
• 732 bets executed
• $87 average realized profit per arbitrage
• 30+ active traders
We built ARBEX for ourselves. We use it every day.
And our biggest takeaway wasn’t the PnL.
We’d barely scratched the surface.
Even with 30+ active traders, we kept finding arbitrage opportunities with spreads above 2% every hour.
Thousands of events, fragmented liquidity, and constantly changing prices.
That’s when we realized something:
The real opportunity wasn’t to build another private trading strategy. It was to build the infrastructure for an entire market.
And that’s exactly what we’re doing with ARBEX.
We’re not building ARBEX to chase a few months of arbitrage profits.
We’re building for the next 3-5 years.
More markets. Better execution. Stronger infrastructure. A community of independent traders.
Because the biggest asymmetric opportunities aren’t just about making money today.
They’re about building something people can rely on tomorrow.
Technology. Trust. Reputation.
That’s our long-term vision for @arbex_trade.
And we’re just getting started.
Trade the Difference.
arbex.trade
#BuildInPublic
Hopper retweeted
🚨 THIS IS NOT NORMAL
Look at what China has quietly done:
U.S. TREASURIES: 28.2% → 6.8%
GOLD: 1,054t → 2,387t
And China has now bought gold for 22 consecutive months.
Now ask yourself one question:
WHY IS ALL OF THIS HAPPENING AT THE SAME TIME?
And buying gold was only step one.
Now China is adding the vaults, clearing, settlement, yuan contracts and payment rails around it:
- Hong Kong launched a government-backed gold clearing system linked directly to the Shanghai Gold Exchange.
- It is expanding gold storage beyond 2,000 tonnes and exploring physically settled RMB gold futures
That is what changes the entire equation.
China does NOT need the yuan to replace the dollar.
It only needs to make the dollar LESS NECESSARY.
Because if another country gets paid in yuan, there has always been one obvious problem:
What does it do with the yuan afterward?
China is increasingly building another answer:
TURN IT INTO GOLD.
1) Trade with China in yuan.
2) Settle without the dollar.
3) Move the proceeds into physical gold.
4) Store and clear that gold through Chinese-linked infrastructure.
And if more countries start using the same rails, this stops being a story about the price of gold.
It becomes a story about the dollar being needed for fewer transactions.
Save this tweet. When the monetary system looks different five years from now, people will look back at these two charts and wonder how they missed what was happening in plain sight.
Remember, I’ve been trading markets for over 15 years.
I follow what central banks, governments and the biggest institutions are doing in real time, and when I see something important developing, I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.
🚨 THIS IS NOT NORMAL
Look at what China has quietly done:
U.S. TREASURIES: 28.2% → 6.8%
GOLD: 1,054t → 2,387t
And China has now bought gold for 22 consecutive months.
Now ask yourself one question:
WHY IS ALL OF THIS HAPPENING AT THE SAME TIME?
And buying gold was only step one.
Now China is adding the vaults, clearing, settlement, yuan contracts and payment rails around it:
- Hong Kong launched a government-backed gold clearing system linked directly to the Shanghai Gold Exchange.
- It is expanding gold storage beyond 2,000 tonnes and exploring physically settled RMB gold futures
That is what changes the entire equation.
China does NOT need the yuan to replace the dollar.
It only needs to make the dollar LESS NECESSARY.
Because if another country gets paid in yuan, there has always been one obvious problem:
What does it do with the yuan afterward?
China is increasingly building another answer:
TURN IT INTO GOLD.
1) Trade with China in yuan.
2) Settle without the dollar.
3) Move the proceeds into physical gold.
4) Store and clear that gold through Chinese-linked infrastructure.
And if more countries start using the same rails, this stops being a story about the price of gold.
It becomes a story about the dollar being needed for fewer transactions.
Save this tweet. When the monetary system looks different five years from now, people will look back at these two charts and wonder how they missed what was happening in plain sight.
Remember, I’ve been trading markets for over 15 years.
I follow what central banks, governments and the biggest institutions are doing in real time, and when I see something important developing, I’ll post it here publicly like I always do.
Turn notifications on.
If you’re not following yet, you’ll understand why that was a mistake later.