I think the market ultimately has no choice but to go sell memory, long optical in the "short term." Actually, some hedge funds already seem to have this position on.
There are three main reasons.
1. With Korean leveraged ETFs effectively dead, LPs are in a redemption rush, which could bring out additional sell on flow.
2. Nvidia is nerfing Rubin Ultra's HBM and responding with optics, tying multiple racks together, so that even if Rubin Ultra's per rack performance is not superior to Rubin, ...
Why I Never Move a P2P Trade to Telegram
There’s one thing that makes me pause immediately on Binance P2P.
“Can we continue this on Telegram?”
My answer is always no.
It might sound harmless. The other person may say it’s faster, easier, or that they just prefer Telegram. But once a P2P trade leaves Binance, I lose something much more important than convenience: the transaction record stays split across different places.
Inside the Binance P2P order, the trade details, payment information and co...