RT mert | helius.dev (@0xMert_)The largest source of systemic risk in crypto is not in cryptobut crypto will suffer the most because it is *the most connected system of value*, meaning most prone to contagionthe biggest risk is the downstream effects of what I will call the Larry Ellison trade:> Be Oracle (cloud company)> Sign 300B GPU deal w OpenAI> Oracle stock goes up> OpenAI raises round> Oracle CEO Larry invests handsome since stock up from the above GPU deal> OpenAI now has the money to pay the above ...

⚡️ INSIGHT: What if $BTC crashes? History shows contagion: $ETH and $XRP tend to fall as traders de-risk. https://t.co/iIIu8WQh6l ...