Nayon12
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Nayon12
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US technology employment is contracting:
The tech sector lost -43,000 jobs over the last year, the biggest YoY drop since early 2024.
This exceeds the declines seen during the 2020 pandemic and the 2008 Financial Crisis.
Technology employment has fallen for over 2 years straight now.
Since the November 2022 peak, information technology jobs have declined -330,000, to 2.79 million, the lowest since mid-2021.
This is now below pre-pandemic levels, returning to levels last seen in 2016.
Tech sector employment is dropping sharply.
The tech sector lost -43,000 jobs over the last year, the biggest YoY drop since early 2024.
This exceeds the declines seen during the 2020 pandemic and the 2008 Financial Crisis.
Technology employment has fallen for over 2 years straight now.
Since the November 2022 peak, information technology jobs have declined -330,000, to 2.79 million, the lowest since mid-2021.
This is now below pre-pandemic levels, returning to levels last seen in 2016.
Tech sector employment is dropping sharply.
Giving away 0.05 $BTC to a random person!
As promised, I’m sending 0.05 BTC (~$3,460) to one lucky follower.
Like, retweet and comment 'Done' to enter.
* If you’re not following, you will be disqualified.
Winner announced in 24h!
Good luck everyone!
As promised, I’m sending 0.05 BTC (~$3,460) to one lucky follower.
Like, retweet and comment 'Done' to enter.
* If you’re not following, you will be disqualified.
Winner announced in 24h!
Good luck everyone!
#dusk $DUSK Dusk Network (DUSK) is a privacy-first Layer-1 blockchain tailored for regulated finance and real-world assets. The current price of DUSK is $0.15, with a 24-hour change of -11.81% ¹.
*Recent Developments:*
- _Partnership with Chainlink_: Dusk Network has partnered with Chainlink to integrate its Cross-Chain Interoperability Protocol (CCIP) and data standards, aiming to bring over €200 million in tokenized securities and real-world assets on-chain with compliant privacy.
- _DuskEVM Mainnet Launch_: The DuskEVM mainnet is set to launch in early 2026, bringing full Ethereum compatibility with built-in zero-knowledge privacy and selective disclosure for audits ² ³.
*Price Predictions:*
- _2026_: $0.058-$0.075, with potential highs up to $0.073 if momentum holds
- _2027_: $0.1522, with a potential high of $1.15
- _2030_: $0.40157330, with potential growth of 635% ² ⁴ ⁵
Keep in mind that cryptocurrency markets are highly volatile, and predictions are subject to change.
Would you like to know more about Dusk Network's roadmap or its competition in the privacy-focused blockchain space?
*Recent Developments:*
- _Partnership with Chainlink_: Dusk Network has partnered with Chainlink to integrate its Cross-Chain Interoperability Protocol (CCIP) and data standards, aiming to bring over €200 million in tokenized securities and real-world assets on-chain with compliant privacy.
- _DuskEVM Mainnet Launch_: The DuskEVM mainnet is set to launch in early 2026, bringing full Ethereum compatibility with built-in zero-knowledge privacy and selective disclosure for audits ² ³.
*Price Predictions:*
- _2026_: $0.058-$0.075, with potential highs up to $0.073 if momentum holds
- _2027_: $0.1522, with a potential high of $1.15
- _2030_: $0.40157330, with potential growth of 635% ² ⁴ ⁵
Keep in mind that cryptocurrency markets are highly volatile, and predictions are subject to change.
Would you like to know more about Dusk Network's roadmap or its competition in the privacy-focused blockchain space?
#dusk Dusk Network (DUSK) is a privacy-first Layer-1 blockchain tailored for regulated finance and real-world assets. The current price of DUSK is $0.15, with a 24-hour change of -11.81% ¹.
*Recent Developments:*
- _Partnership with Chainlink_: Dusk Network has partnered with Chainlink to integrate its Cross-Chain Interoperability Protocol (CCIP) and data standards, aiming to bring over €200 million in tokenized securities and real-world assets on-chain with compliant privacy.
- _DuskEVM Mainnet Launch_: The DuskEVM mainnet is set to launch in early 2026, bringing full Ethereum compatibility with built-in zero-knowledge privacy and selective disclosure for audits ² ³.
*Price Predictions:*
- _2026_: $0.058-$0.075, with potential highs up to $0.073 if momentum holds
- _2027_: $0.1522, with a potential high of $1.15
- _2030_: $0.40157330, with potential growth of 635% ² ⁴ ⁵
Keep in mind that cryptocurrency markets are highly volatile, and predictions are subject to change.
Would you like to know more about Dusk Network's roadmap or its competition in the privacy-focused blockchain space?
*Recent Developments:*
- _Partnership with Chainlink_: Dusk Network has partnered with Chainlink to integrate its Cross-Chain Interoperability Protocol (CCIP) and data standards, aiming to bring over €200 million in tokenized securities and real-world assets on-chain with compliant privacy.
- _DuskEVM Mainnet Launch_: The DuskEVM mainnet is set to launch in early 2026, bringing full Ethereum compatibility with built-in zero-knowledge privacy and selective disclosure for audits ² ³.
*Price Predictions:*
- _2026_: $0.058-$0.075, with potential highs up to $0.073 if momentum holds
- _2027_: $0.1522, with a potential high of $1.15
- _2030_: $0.40157330, with potential growth of 635% ² ⁴ ⁵
Keep in mind that cryptocurrency markets are highly volatile, and predictions are subject to change.
Would you like to know more about Dusk Network's roadmap or its competition in the privacy-focused blockchain space?
#plasma $XPL Plasma (XPL) is a layer-1 blockchain focused on fast, low-cost stablecoin payments. Its current price is $0.1235, with a 24-hour trading volume of $63.64 million. The market cap is $255 million, and it has a circulating supply of 2.07 billion XPL ¹ ² ³.
Recent developments include:
- *Binance CreatorPad Campaign*: A rewards program distributing 3.5M XPL to boost community engagement and content quality.
- *Pendle Integration*: sPENDLE, a liquid staking governance token, is now integrated on the Plasma Network.
- *Bitcoin Bridge*: Plasma is building a bridge to Bitcoin, allowing BTC to be used as collateral within its ecosystem.
The price outlook is uncertain due to a major token unlock in July 2026, which may impact the price. However, ecosystem growth and marketing initiatives aim to boost utility and demand ⁴ ⁵.
Would you like to know more about Plasma's roadmap or its competition in the stablecoin market?
Recent developments include:
- *Binance CreatorPad Campaign*: A rewards program distributing 3.5M XPL to boost community engagement and content quality.
- *Pendle Integration*: sPENDLE, a liquid staking governance token, is now integrated on the Plasma Network.
- *Bitcoin Bridge*: Plasma is building a bridge to Bitcoin, allowing BTC to be used as collateral within its ecosystem.
The price outlook is uncertain due to a major token unlock in July 2026, which may impact the price. However, ecosystem growth and marketing initiatives aim to boost utility and demand ⁴ ⁵.
Would you like to know more about Plasma's roadmap or its competition in the stablecoin market?
Global institutional investors have never held so little cash:
Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s.
This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started.
Cash levels are now at or below 4% of AUM for the 7th consecutive month, the longest streak on record.
According to Bank of America, fund managers are the most bullish since July 2021.
Meanwhile, the majority of global investors have no downside protection against a largest stock-market drawdown, the highest percentage since early 2018.
Professional investor sentiment is extremely bullish.
Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s.
This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started.
Cash levels are now at or below 4% of AUM for the 7th consecutive month, the longest streak on record.
According to Bank of America, fund managers are the most bullish since July 2021.
Meanwhile, the majority of global investors have no downside protection against a largest stock-market drawdown, the highest percentage since early 2018.
Professional investor sentiment is extremely bullish.
BREAKING: US margin debt surged +$11.3 billion in December, to a record $1.23 trillion.
This marks the 8th consecutive monthly increase.
Over this period, margin debt has risen +$375 billion, or +44%.
Meanwhile, margin debt growth is now outpacing S&P 500 gains by 20 percentage points YoY, the widest gap since the 2021 meme stock frenzy.
Excluding 2021, this marks the largest divergence since 2007, when this metric hit 50 percentage points.
Investors are using more leverage than ever.
This marks the 8th consecutive monthly increase.
Over this period, margin debt has risen +$375 billion, or +44%.
Meanwhile, margin debt growth is now outpacing S&P 500 gains by 20 percentage points YoY, the widest gap since the 2021 meme stock frenzy.
Excluding 2021, this marks the largest divergence since 2007, when this metric hit 50 percentage points.
Investors are using more leverage than ever.
BREAKING: Margin financing in China is up to a record $390 billion.
This has officially surpassed the 2015 stock market bubble peak of ~$380 billion.
Margin debt has nearly DOUBLED since the end of 2024, driven by risk appetite from retail investors.
As a % of free float market cap, margin trading is up to 5.0%, near the highest since the 2015 crash.
By comparison, this percentage hit ~9.5% in 2015 when it doubled in just a few months.
Additionally, margin debt as a % of daily turnover is up to 12.0%, matching the highest level in 11 years.
Chinese investors are borrowing to buy stocks is at record levels.
This has officially surpassed the 2015 stock market bubble peak of ~$380 billion.
Margin debt has nearly DOUBLED since the end of 2024, driven by risk appetite from retail investors.
As a % of free float market cap, margin trading is up to 5.0%, near the highest since the 2015 crash.
By comparison, this percentage hit ~9.5% in 2015 when it doubled in just a few months.
Additionally, margin debt as a % of daily turnover is up to 12.0%, matching the highest level in 11 years.
Chinese investors are borrowing to buy stocks is at record levels.
Retail investors bought the dip:
Individual investors net bought +$1.8 billion of the S&P 500 ETF, $SPY, yesterday, the largest daily purchase since October.
This was also the 3rd-largest inflow since the April 2025 market recovery.
Year-to-date, retail purchases have exceeded +$1.0 billion every single day.
For the week ending January 14th, individual investors purchased +$12.0 billion worth of equities, the largest weekly inflow in at l
east 3 months.
This includes +$4.9 billion in single stocks, the highest in 9 months.
Retail investor risk appetite is stronger than ever.
Individual investors net bought +$1.8 billion of the S&P 500 ETF, $SPY, yesterday, the largest daily purchase since October.
This was also the 3rd-largest inflow since the April 2025 market recovery.
Year-to-date, retail purchases have exceeded +$1.0 billion every single day.
For the week ending January 14th, individual investors purchased +$12.0 billion worth of equities, the largest weekly inflow in at l
east 3 months.
This includes +$4.9 billion in single stocks, the highest in 9 months.
Retail investor risk appetite is stronger than ever.
The silver rush:
Retail investors have bought the largest physical-backed silver ETF, $SLV, for 169 consecutive days, the longest streak on record.
Over the last 30 days alone, silver-linked ETFs, $SLV, $PSLV, and $AGQ, have attracted a record +$921.8 million in inflows.
Retail buying activity in silver is now 2.1 times the 3-month moving average.
As a result, cumulative retail buying has now surpassed the peaks of the 2021 silver squeeze.
This has also significantly exceeded activity in gold and crypto funds.
Individual investors are piling into silver like never before.
Retail investors have bought the largest physical-backed silver ETF, $SLV, for 169 consecutive days, the longest streak on record.
Over the last 30 days alone, silver-linked ETFs, $SLV, $PSLV, and $AGQ, have attracted a record +$921.8 million in inflows.
Retail buying activity in silver is now 2.1 times the 3-month moving average.
As a result, cumulative retail buying has now surpassed the peaks of the 2021 silver squeeze.
This has also significantly exceeded activity in gold and crypto funds.
Individual investors are piling into silver like never before.
Shocking stat of the day:
The top 10% of US earners now reflect a record 49% of all consumer spending.
This percentage has risen +13 points over the last 30 years, marking a dramatic shift in spending power.
At the same time, the bottom 80% of earners represent just ~37% of total consumer expenditures, down -11 percentage points since 1995.
This means the top 10% account for a record 33% of US GDP, as personal consumer expenditures account for 68% of total economic output.
Meanwhile, the bottom 80% account for just 25% of the US economy.
Asset owners are the only winners in this economy.
The top 10% of US earners now reflect a record 49% of all consumer spending.
This percentage has risen +13 points over the last 30 years, marking a dramatic shift in spending power.
At the same time, the bottom 80% of earners represent just ~37% of total consumer expenditures, down -11 percentage points since 1995.
This means the top 10% account for a record 33% of US GDP, as personal consumer expenditures account for 68% of total economic output.
Meanwhile, the bottom 80% account for just 25% of the US economy.
Asset owners are the only winners in this economy.
US workers are taking home less of what they produce than ever before:
US labor now reflects 53.8% of US GDP, the lowest since data began in 1947.
This metric shows how much of the economic output goes to workers through wages, salaries, bonuses, and benefits.
Since 2001, this percentage has declined -10.4 points.
Meanwhile, corporate profit margins after tax are up to 10.9%, the 2nd-highest on record.
This means workers are producing more, but corporations are capturing an increasing portion of the gains.
The American worker is getting squeezed.
US labor now reflects 53.8% of US GDP, the lowest since data began in 1947.
This metric shows how much of the economic output goes to workers through wages, salaries, bonuses, and benefits.
Since 2001, this percentage has declined -10.4 points.
Meanwhile, corporate profit margins after tax are up to 10.9%, the 2nd-highest on record.
This means workers are producing more, but corporations are capturing an increasing portion of the gains.
The American worker is getting squeezed.
I still believe $META will be a huge winner in the AI economy for three reasons:
1. The company controls where billions of people already spend their time through Insta, Facebook & WhatsApp so any AI feature it launches instantly reaches massive scale without having to acquire users.
2. It also runs one of the largest private AI inference stacks in the world which lowers the cost of serving AI to users & creates a real cost moat as AI usage becomes continuous and always-on.
3. Meta owns unique, real-world social & behavioral data that models can learn from & be improved on, which outside model providers simply can’t replicate.
I added to my position today.
1. The company controls where billions of people already spend their time through Insta, Facebook & WhatsApp so any AI feature it launches instantly reaches massive scale without having to acquire users.
2. It also runs one of the largest private AI inference stacks in the world which lowers the cost of serving AI to users & creates a real cost moat as AI usage becomes continuous and always-on.
3. Meta owns unique, real-world social & behavioral data that models can learn from & be improved on, which outside model providers simply can’t replicate.
I added to my position today.
Hedge funds are extremely bullish on semiconductor stocks:
Semiconductor and semiconductor equipment stocks now reflect 7.5% of total global hedge fund market exposure, the highest on record.
This metric has DOUBLED since 2022, driven by surging prices of the sector’s stocks and increasingly aggressive positioning.
Meanwhile, net exposure, which measures positioning after accounting for hedges, is up to 10.5%, also an all-time high.
Net exposure has risen +900% since 2022
Hedge funds are heavily exposed to chip stocks.
Semiconductor and semiconductor equipment stocks now reflect 7.5% of total global hedge fund market exposure, the highest on record.
This metric has DOUBLED since 2022, driven by surging prices of the sector’s stocks and increasingly aggressive positioning.
Meanwhile, net exposure, which measures positioning after accounting for hedges, is up to 10.5%, also an all-time high.
Net exposure has risen +900% since 2022
Hedge funds are heavily exposed to chip stocks.
BREAKING: Bitcoin surges above $94,000 as levered short liquidations exceed $200 million today.
Bitcoin is now up nearly +$6,000 since Friday night.
Bitcoin is now up nearly +$6,000 since Friday night.
Was Palantir involved?
Palantir stock, $PLTR, is up nearly +5% in overnight trading in its initial reaction to this weekend's events in Venezuela.
The market is buying Palantir after a "seamless" US mission to capture Maduro.
Markets think Palantir was heavily involved.
Palantir stock, $PLTR, is up nearly +5% in overnight trading in its initial reaction to this weekend's events in Venezuela.
The market is buying Palantir after a "seamless" US mission to capture Maduro.
Markets think Palantir was heavily involved.
BREAKING: US federal debt is up to a record $38.5 trillion in 2025.
The national debt officially surged +$2.3 trillion last year, equal to +$6.3 BILLION per day.
At this pace, total US debt will rise to $40.0 trillion as early as August.
Since 2020, US debt has skyrocketed by +$15.3 trillion, posting a +$2.6 trillion average annual increase.
This means US federal debt now stands at $285,733 per household.
The US debt crisis is accelerating.
The national debt officially surged +$2.3 trillion last year, equal to +$6.3 BILLION per day.
At this pace, total US debt will rise to $40.0 trillion as early as August.
Since 2020, US debt has skyrocketed by +$15.3 trillion, posting a +$2.6 trillion average annual increase.
This means US federal debt now stands at $285,733 per household.
The US debt crisis is accelerating.
$ASML's growth does not just come from selling lithography machines.
An important part of their business model that is not widely known, is it's ''service and field option'' revenue.
About 25% of $ASML's total revenue stems from this segment. It's been growing even faster than ASML's overall revenue, at a CAGR of 20% since 2012.
This revenue comes from activities tied to previously sold lithography systems, rather than the sales of new equipment. What’s even more interesting, this service revenue is recurring, higher-margin, and less cyclical than their regular sales.
This growth is not stopping anytime soon.
$ASML's machines are build to last decades.
They will continue to require maintenance.
This is due to the modular nature of these machines, they require constant upgrades and changes to continue working properly
As the number of ASML systems installed globally grows, so will the service attach rate and the recurring revenue
An important part of their business model that is not widely known, is it's ''service and field option'' revenue.
About 25% of $ASML's total revenue stems from this segment. It's been growing even faster than ASML's overall revenue, at a CAGR of 20% since 2012.
This revenue comes from activities tied to previously sold lithography systems, rather than the sales of new equipment. What’s even more interesting, this service revenue is recurring, higher-margin, and less cyclical than their regular sales.
This growth is not stopping anytime soon.
$ASML's machines are build to last decades.
They will continue to require maintenance.
This is due to the modular nature of these machines, they require constant upgrades and changes to continue working properly
As the number of ASML systems installed globally grows, so will the service attach rate and the recurring revenue
AI revenue growth is accelerating:
Microsoft Azure, $MSFT, revenue is up to a record ~$18.5 billion annualized as of Q3 2025.
Sales more than doubled since Q4 2024 and quadrupled since Q2 2024.
OpenAI's revenue is up to ~$13.0 billion, an all-time high, more than quadrupling since the start of 2024.
Anthrophic sales are up to a record $7.0 billion, doubling nearly every 2 quarters.
CoreWeave's revenue, the AI infrastructure provider, is up to ~$5.5 billion, rising over +100% since the start of 2024.
Meanwhile, xAI and Nebius remain in early growth stages, with revenues still under $1 billion annualized.
AI expansion is accelerating.
Microsoft Azure, $MSFT, revenue is up to a record ~$18.5 billion annualized as of Q3 2025.
Sales more than doubled since Q4 2024 and quadrupled since Q2 2024.
OpenAI's revenue is up to ~$13.0 billion, an all-time high, more than quadrupling since the start of 2024.
Anthrophic sales are up to a record $7.0 billion, doubling nearly every 2 quarters.
CoreWeave's revenue, the AI infrastructure provider, is up to ~$5.5 billion, rising over +100% since the start of 2024.
Meanwhile, xAI and Nebius remain in early growth stages, with revenues still under $1 billion annualized.
AI expansion is accelerating.
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