X @mert | helius.dev

Systemic Risk in Crypto - The largest source of systemic risk for crypto is outside the crypto space, but crypto is most vulnerable due to its interconnectedness [1] - A potential "risk-off moment" could significantly impact the crypto market [1] AI Investment and Market Dynamics - The AI boom's impact may be overstated, with USD devaluation playing a role [1] - China banning NVIDIA parts could affect AI investments [1] - AI investments may face challenges due to depreciating chips and the need for increased spending [1] Oracle and OpenAI Relationship - Oracle's GPU deal with OpenAI led to Oracle stock increases and further investment cycles [2] - Larry Ellison's investment strategy involves Oracle's GPU deals with OpenAI, leading to stock appreciation and further investment [2] - Index funds rebalancing into Oracle stock due to increased market capitalization further drives up the stock price [2]