All Things Crypto

ATC quote · May 13, 2026 · 0:38:12

“see a massive drop.... Example is, like, Ceribus. Right? You could have booked... Bought primaries in Ceribus about a year ago for, like, $40, $45. Thursday, tomorrow, it... They're projecting a…”

Ryan @Rlad1776

From All Things Crypto: $BTC Below $79k. S&P new ATH. Clarity Act Soon?, May 13, 2026 · Episode page

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0:33:53 Landy @CryptoLandy: I'd like to address something far more specific, and that is that the path that AI is on is not sustainable in terms of its growth. And the main reason why is because there is a physical infrastructure problem. We have 35 to 40% data nonstarts this year... Data center nonstarts. The whole data center and space stuff is many years off. We have exponential increases in CapEx going to d d r six, g d d r six already…

0:38:12 Ryan @Rlad1776: see a massive drop.... Example is, like, Ceribus. Right? You could have booked... Bought primaries in Ceribus about a year ago for, like, $40, $45. Thursday, tomorrow, it... They're projecting a $185 a share when it actually IPOs.

0:38:33 Dave @DCBK2LA: Yeah. See, like, those numbers, like, when... Especially when you look at the, like, the anthropic growth numbers too. Right? Like, that's not... That's only gonna go on for so long. Right? Like, a month and a half ago, they're a $300,000,000,000 company, and now they're literally a $1,100,000,000,000 company. So, yeah, I'm with you. Let's go to Shaxi real quick, and then we'll Yeah.

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