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The Chip Dip and How to Profit from it

Daily Crypto Discussion - July 5, 2026 (GMT+0)

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The Chip Dip and How to Profit from it

So midweek Meta announced they're going to start selling their "excess" AI compute to outside customers. Meta jumped 10% on the news. https://preview.redd.it/ad1jc29aohbh1.png?width=1000&format=png&auto=webp&s=f904b16f5a5b9d3f9230289634a0bea3a4e3f050 Everything downstream of it though got cooked. The news did not sit well with a lot of …

Buy China? China has been able to produce AI models like DeepSeek and GLP 5.2. It has memory stocks like CXMT and YMTC and big tech like BABA, Tencent, PDD, etc. All trading at a PE less than <15 and PEG ratio<1.5

RBLK tokens showing up under my wallet address on etherscan but they are not displaying on my cold wallet.

Coins not displaying on my cold wallet app\*. For all those telling me that coins don’t display on the cold wallet itself, I obviously am aware of that.

Arti 2.5.0 released: Stable Counter Galois Onion | Tor Project

Tor has fixed their long standing tagging attack, improved forward security, and added sufficient authentication. See [the Arti 2.5 stable release announcement](https://blog.torproject.org/arti_2_5_0_released/) too, as well as [2025/583](https://eprint.iacr.org/2025/583), [2025/2017](https://eprint.iacr.org/2025/2017), and [tor spec 359](https://spec.torproject.org/proposals/359-cgo-redux.html). *"Jean Paul Degabriele, Alessandro Melloni, Jean-Pierre Münch, and …

Challenge my Wise Group (LON: WISE) investment thesis

Please challenge my thesis, I’m looking for the strongest counter arguments. Wise is a founder led company with an expanding moat driven by economies of scale. As volumes increase, it lowers fees, attracting more users, and reinforcing the flywheel. The …

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CoinCurrently has a new face

I've been working on CoinCurrently for almost 6 years at this point. After 4 years I felt really stuck and kind of realized that I won't get much further alone so I made a post on Reddit that I was …

Tech stocks to the moon or down the hell?

I’ve been tracking a clear "seesaw" pattern over the last month between AI hardware/memory stocks and enterprise software. It seems like every time big money panics and dumps chip makers on a Friday due to overcapacity fears, they immediately rotate …