@HawkChainETH

1/ Most people are misreading where we are in the market of intelligence. Intelligence has diminishing returns per task. Most work has a sufficiency threshold. Once a model clears it, extra intelligence adds minimal value for that specific task. The frontier dominates right now not because the bar is high, but because it’s the first thing to clear the bar at all. We have only just cleared the sufficiency bar for most enterprise task. So what’s the investment impact on $MU $SPCX $NVDA $GOOG @AnthropicAI @OpenAI and AI at larger? 🧵 👇

The “Barragor” of House Chaos of DDG has sold for the second time in five days. First for .652 eth and then today for 1.19 eth. A near double in under a week. Congrats to buyer and seller. The 1/1 sales are heating up again for DDG. 8 unrevealed remain. Who’s next? https://t.co/RfMD3924zf

The “Ded Knight” of house Order of DDG has been sold for the second time in 8 hours. First for .72 eth and now for 1 eth. Not a bad day’s work. Eight 1/1 remain. https://t.co/osG94EMgVB

An absolutely necessary win condition for the AI trade to continue. This is good for the hyperscalers $GOOG $MSFT $AMZN This is good for the neoclouds $CRWV $NBIS $SPCX This is great for AI Infra $NVDA $MU $ALAB $COHR $AMD Keep the party moving 🎉 🎊 🎉 https://t.co/scfEsPz3EQ

History rarely repeats, but often rhymes. $AAPL vs $MU is railroads vs steel in the 1880s–1900s. Apple owns the customer and the ecosystem. Micron owns the binding-constraint input everyone needs. When that input goes scarce, which business model keeps the value? 🧵 ⬇️