tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

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Defi is DEAD. Stocks Are MEH. Meta is BACK!? Vance Dropping Out!?? WTF! | Interviewing Nic Carter

Notthreadguy / OTHER / Jun 14

Original video

Published evidence reviewed

DeFi is going to have a tough 12 months with all the AI-assisted hacks. But when we get out the other side, it'll be probably incredibly super hardened DeFi

Public claims published

3 published market points linked to reviewed evidence.

Published market points

140:27longdirectional thesisAAVE

AI-hack gauntlet brutalizes DeFi for 12mo then leaves it battle-hardened and impenetrable

DeFi is going to have a tough 12 months with all the AI-assisted hacks. But when we get out the other side, it'll be probably incredibly super hardened DeFi

-100.00%price pending

144:03longdirectional thesisAAPL

Local self-hosted AI wins on cost and privacy; on-device inference makes Apple a key beneficiary

proprietary frontier AI is 10 to 100 times more expensive than the equivalent open source model, self-hosted... I think we will get more of this move to the edge.

-100.00%price pending

116:54shortdirectional thesisSOL

Quantum forces Solana to rip out elliptic curves; the post-quantum rebuild kills its throughput edge

they're highly optimized around— they have some like variant of elliptic curves... they're super optimized around like their stack and that's all going to have to be rebuilt.

+11.96%$82.694 -> $72.8