Yield Farm
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X @mert | helius.dev
mert | helius.dev· 2025-09-22 16:21
Market Manipulation & Investment Strategy - Hardware companies invest in AI companies using stock gains from deals that haven't materialized, creating a yield farm-like loop [1] - This strategy aims to inflate market capitalization, attracting passive investment flows into high-value stocks and private AI rounds [2] - The cycle continues until a trough of disillusionment occurs due to diminishing AI performance [2] Key Players & Investments - NVIDIA is projected to invest up to $100 billion in OpenAI [1] - NVIDIA's first gigawatt of systems is expected to be deployed in 2026 [1] - Oracle is mentioned in connection with Cognition and NVIDIA, suggesting a potential collaboration or similar investment strategy [1] Risks & Challenges - The US dollar is expected to weaken throughout this process [2] - China may ban US AI parts, potentially deteriorating AI investments due to chip obsolescence [2] - AI investments may deteriorate because the chips are already outdated within a year [2]
X @Poloniex Exchange
Poloniex Exchange· 2025-08-05 04:15
Trying to explain to normies how my yield farm works🐸🧮 https://t.co/l60V63asw7 ...