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Wall Street thinks Tesla kills Uber.
They have it backwards.
Uber just invested $300M in Lucid to OWN robotaxis for the first time in 16 years.
Here's what nobody sees:
When Uber owns the vehicle, gross margins jump from 25% to 87%.
Not a typo. Eighty-seven percent. Yup!
Tesla's AI5 chip is delayed to mid-2027. Their Cybercab ships on supervised hardware. They have zero California permits. Zero applications filed.
Uber's partners already have the permits.
The regulatory arbitrage window is 18-30 months where Uber operates commercially while Tesla waits for approvals.
But here's the real alpha:
"Who cleans the vomit?"
Uber already controls the depots. The charging. The sensor calibration. The physical grind that makes autonomy work.
Tesla has the best robot.
Uber has the network, the demand, and the infrastructure.
This is AWS for autonomy. Amazon built logistics for itself. Then sold it to everyone. Uber is doing the same with robotaxi operations.
By Q4 2026, Uber's first-party margin data validates everything.
Consensus targets $107.
The hybrid model they don't price suggests $150.
The robots are coming.
Wall Street is looking the wrong way.
$ETH
$BNB إنطلاق موفق💚نتمنى يتواصل💖هل سيتعافى السوق مؤخرا✅✅✅✅نتمنى ذلك
#Square
#BinanceSquare
1 #BTC = 76 975 €
$SOL فوائد قوية مستفيدا من تصدره حجم DEX قد يكون حان الوقت للصعود💚
#Write2Earn
#Write2Earn!
#Write2Earrn
💫💖🌹BONJOUR À TOUTES ET TOUS, pour commencer la journée avec le sourire...
🎢 Crypto News du 22 janvier 2026… accroche ta ceinture 🚀
📈 $BTC & $ETH chantent "en haut en bas" 💃 mais finissent par remonter : ouf 😅
⚖️ Les États-Unis ressortent (encore) un projet de loi crypto… suspense 🎬
🇹🇭 La Thaïlande prépare des ETF crypto : la crypto part en vacances 🏖️
🛠️ Saga EVM fait une pause après un bug à 7M$ (aïe 💥)
🏦 BitGo réussit son entrée en bourse : les institutionnels arrivent en costume 👔
💡 Moralité :
La crypto, c’est parfois des montagnes russes 🎢
Mais une chose est sûre : ça bouge, ça construit et ça avance.
✒️ Team HODL, Team Trader ou Team Popcorn 🍿 ?
Moi ? Team Popcorn 🍿 ABSOLUE.
Je regarde le spectacle, je grignote les dips 😋📉
et je célèbre les pumps avec toi 🎉📈
La crypto, c’est meilleur quand on la savoure ensemble 🫂
Bonne journée 🥰
Bienveillament ✨️
#PATRICIABM 🌹💖💫
CZ identifie la tokenisation, les paiements et les agents IA comme thèmes clés d’avenir à Davos
La tokenisation financière pourrait atteindre 11 000 milliards de dollars d’ici 2030
24h Crypto : un faux rebond des cours avant l’effondrement ?
Bitget publie une stratégie de plateforme multi‑actifs alors que la concurrence entre exchanges s...
$FIGHT العملات الجديدة مخاطرة.لأنها بالعادة يكون فيها جني أرباح.لذلك وجب الحذر 💖
$4 trillion of AI infrastructure assumes something that no longer exists.
The ability to get power.
PJM's December capacity auction hit the price ceiling AND still fell 6,623 MW short.
In 15 months, Microsoft, Amazon, Google, and Meta committed to 15+ gigawatts of nuclear.
Bitcoin miners accidentally accumulated 14 gigawatts of permitted electrical infrastructure while everyone focused on chips.
They just discovered their power contracts are worth 5-10x more as AI data center landlords than as hash rate.
IREN: $9.7B Microsoft contract.
Cipher: $5.5B AWS lease.
Core Scientific: $10.2B in hosting deals.
The binding constraint on artificial intelligence is no longer computational.
It's electrical.
Energy is the rate-limiting factor for intelligence itself.
The hyperscalers figured this out before the market.
The positions are being built.
$DOGE إشتري الٱن فقد حان وقت الإقلاع إذا كان الإنفجار السعري الذي سيحدث قريبا في الإتجاه الصاعد
#BinanceAcademy
#WhoIsNextFedChair
$BCH من بين العملات الأكثر إستقرارا ويمثل صعوده إشارة قوية هلى تعافي السوق💚✅
#TrumpCancelsEUTariffThreat
#WhoIsNextFedChair
#GoldSilverAtRecordHighs
$ADA مؤشر بولينجر يشير الى إمكانية إنفجار سعري نتمنى ان يكون الإتجاه الأخضر💚💚
#StrategyBTCPurchase
#GoldSilverAtRecordHighs
$ETH إنقسام في النظرة المجتمعية حيال السوق مع ميل الكفة نوعا ما للإيجاب.تجاوز 3000 دولار مؤشر إيجابي جدا على أحوال السوق.ربما حان الوقت للإنطلاق
#TrumpTariffsOnEurope
#WhoIsNextFedChair
#USChinaDeal
🇺🇸🇪🇺 UPDATE: President Trump canceled EU tariffs set for February 1.
$ETH نلاحظ تعافي طفيف من خلال (مؤشري EMA وMACD) نظريا نزل السوق بما يكفي لكن ما يشهده العالم من عربدة وهيمنة العصابات العالمية وتفشي قانون الغابة في هذه الأيام يؤثر كثيرا على الاتجاه القادم😂😂
#TrumpCancelsEUTariffThreat
#TrumpTariffsOnEurope
$BTC البيتكوين يسبح فوق مستوى 90k مجددا.🍰🍰يتأثر كثيرا بما يحدث في العالم من تطورات وأخبار وحتى إشاعات.
#GoldSilverAtRecordHighs
#USChinaDeal
$BTC التحليل الفني هو دراسة ما يحدث الٱن ومحاولة تحديد أو توقع إتجاه.💪ولكنه ليس علما صحيحا💪ولو كان كذلك ما خسر متداول💪
@BOSSRZOUGA
#TrumpCancelsEUTariffThreat
#WhoIsNextFedChair
#WhoIsNextFedChair
$BNB سلسلة #بنب تظهر نموا متزايدا مع كل مستخدميها مستفيدة من المستوى العالي للأمان وسهولة في الإستخدام ورسوم تعتبر مجانية إذا قارناها بالشبكات الأخرى
#BinanceSquare
#Square
Vitalik Buterin propose un système de validateurs à 16 clés pour simplifier le staking d’Ethereum
$BNB عملة المنصة الأقوى عالميا تعطي مؤشرات على أحوال السوق وذلك بالإستعانة ببعض العملات الأخرى منها $ETH
#WhoIsNextFedChair
#TrumpTariffsOnEurope
#GoldSilverAtRecordHighs
Les experts alertent : préparez-vous à une chute imminente de la crypto
$BNB صعود هام لو تواصل فهو مؤشر قوي على بداية تعافي السوق💖💖
#Binance
#Squar2earn
VanEck prévoit que l’action BitGo atteindra 26,50 $, soit 65 % au-dessus du milieu de fourchette ...
$GIGGLE ٱمال قوية في الصعود ومواصلة التعافي✅وأيضا لا يخلو من مخاطر لذلك وجب تفعيل وقف الخسارة🥊
#WEFDavos2026
#TrumpCancelsEUTariffThreat
#WhoIsNextFedChair
$GIGGLE مقاومة عند 53.90
أذا تم كسرها فسيكون الهدف 56 سهل جدا🍌
#BinanceSquareTalks
#WEFDavos2026
#WhoIsNextFedChair
$GIGGLE
صعود بحوالي 56% خلال 24 ساعة الماضية.ونظرة مجتمعية إيجابية💖
#Binanceholdermmt #TrumpTariffsOnEurope
$GIGGLE تم حرق جزء من العملات حيث كان العدد الجملي 1 مليون🔥وهو ما قد يساهم في ارتفاع السعر 💥💥💥💥💥💥💥💥💥💥💥💥💥💥
#WEFDavos2026
#TrumpTariffsOnEurope
#WhoIsNextFedChair
$GIGGLE بداية الصعود والتعافي⚡
#WEFDavos2026
#TrumpCancelsEUTariffThreat
#WhoIsNextFedChair
Le CIO de Bitwise affirme que Chainlink est profondément sous-évalué malgré l’adoption de sa tech...
David Sacks annonce la fin de la séparation entre banques et crypto !
Nouveau listing 📝
Le token $SENT sera listé sur #Binance. Une paire $USDC sera disponible.
🗓️ Listing le 22/01/26 à 13:00 (Paris)
Plus d'informations arrivent, stay tuned !
Les baleines Cardano accumulent 360 M$ en ADA alors que le volume spot s’effondre de 95 %
Pourquoi les analystes déconseillent aux traders particuliers River malgré une hausse de 750 %
Pourquoi le marché crypto monte-t-il aujourd’hui ?
FTX : Caroline Ellison sort de prison après 440 jours de détention
Denmark just classified the United States as a major security threat.
Alongside Russia.
Alongside China.
A NATO ally now views America the same way it views its enemies.
This happened Tuesday.
Nobody is talking about it.
Here's what actually happened at Davos while the media covered speeches:
January 17: Trump announces 25% tariffs on Europe.
January 21: Trump meets NATO Secretary General. "Framework" on Greenland announced.
Same day: Tariffs suspended.
48 hours.
The mechanism was demonstrated in real time.
Tariffs are not trade policy.
They are security instruments.
And Europe just learned they have no countermeasures.
But that's not even the real story.
While Lagarde walked out of the BlackRock dinner before dessert was served, Trump was building something else entirely:
The Board of Peace.
$1 billion entry fee. Trump as permanent chairman. Absolute veto over all decisions. 25 nations already signed.
This is a parallel institutional architecture.
Not reform of the UN.
Replacement of it.
November 10, 2026.
Mark that date.
China's rare earth export suspension expires.
91% of processing. 99% of heavy rare earths. 94% of permanent magnets.
Every Western EV motor. Every wind turbine. Every guided m I s s i le.
One satisfies decision in Beijing.
The West has ten months to build what China built in thirty years.
They won't make it.
Denmark understood before anyone else.
When your ally demonstrates it can collapse your economy in 48 hours and offers a parallel structure where cooperation is purchased rather than assumed, you update your threat assessment.
The post-1945 order didn't die at Davos.
It was already dead.
Davos was the funeral where the heirs announced how they're dividing the estate.
Position accordingly.
$BNB
Monero chute de 20 % sous 500 $ mais les taux de financement indiquent que les haussiers gardent ...
Crypto : Le XRP affiche le même signal qu’avant sa chute majeure de 2022
La tokenisation est-elle la principale tendance crypto actuelle ? Davos 2026 apporte des réponses
Le Bitcoin face à l’or : Un ratio au plus bas depuis 2023
Les méga-baleines Bitcoin ont accumulé tandis que les petits détenteurs vendaient fin 2024, selon...
ok
XRP peut-il franchir la barre des 2,00 $ ou les ours feront-ils chuter le prix sous 1,92 $ ?
Les réserves d’Ethereum atteignent un plus bas de 10 ans sur les plateformes alors que le prix to...
共识中本聪DAY19
共识中本聪DAY19
Pantera avertit qu’en 2026, une taille brutale frappera l’ensemble de la crypto
According to Bloomberg, the U.S.crypto market structure bill is expected to be delayed by several weeks as the Senate Banking Committee shifts its focus to housing policy backed by Donald Trump, potentially pushing consideration to late February or March. The Senate Agriculture Committee is still expected to vote on its digital asset bill on January 27, after which the two measures would need to be combined before a full Senate vote
$BTC
Bitcoin, les actifs tokenisés et la DeFi pourraient porter la crypto à 28 000 milliards de dollar...
$BTC │Market Overview
Following up on my previous post, price rejected cleanly back into the range after filling the 96–98K imbalance. The subsequent weekly candle opened and sold off directly from the 2025 yearly open, signaling clear acceptance into the lower section of the range.
Currently, we’re seeing a bounce off the 2026 yearly open (I shared my hedge long entry in Discord). Overall, price remains sandwiched between two key POIs.
My next high confluence timing windows for meaningful volatility are March and the start of Q2. We’ve now been ranging for roughly 60 days, and historically these ranges tend to last 2–3 months, which suggests we may still have another month of consolidation before a decisive break occurs.
My current view is that external highs have already been swept, and price is now primarily pushing higher to take out late shorts. As long as we remain below the prior S/R zone at 93.6–94.5K, the range remains bearish. If bearish structure continues on the LTF, 86–85K becomes a high-probability downside target.
Overall, based on my timing model, BTC should determine its next trend direction within 25–35 days or less. I highly doubt an upside breakout unless we see a strong and sustained reclaim of key levels, which, given the sharp 10K sell-off from supply, doesn’t make much sense to me. That type of reaction is not something I’d expect larger players to view as a strong long signal.
We may still see a few exit or relief pumps, but structurally, this remains the framework I’m operating within.
JUST IN: 🇺🇸 $700,000,000,000 added to the US stock market today.
The Nasdaq Composite closes +1.2% higher and officially posts its best day since December 19th after President Trump cancels new tariffs on the EU.
The US stock market has added $840 billion today after Trump cancelled tariffs on the EU and announced a Greenland deal.
Nasdaq: 1.16%
S&P 500: 1.17%
Dow Jones: 1.22%
Russell 2000: 1.95%, hitting a new ATH
When? $BTC
إذا كنت تتساءل ما هو $FOGO ؟ فستجد الإجابة على سؤالك على #BinanceAcademy 👇🏻👇🏻👇🏻
Trump annule les tarifs sur le Groenland, les marchés rebondissent alors que le risque diminue
Jusqu’où peut aller XRP dans les 4 prochains mois ?
This is the most profitable market in history.
Stocks are now extending gains to a new high of the day, the S&P 500 up +1.5%.
Take a minute to read steps #1 through #8 in our tariff playbook.
There will be more to come.
Systematic investing is winning.
BREAKING: The S&P 500 surges over +1% after President Trump cancels 10% tariffs on the EU.
Just like that, step #8 of our “tariff playbook” has arrived.
$BTC
🚨 THIS IS ABSOLUTELY INSANE…
I’ve been crunching the numbers from the last 2 trading sessions, and it’s unreal.
Market Loss Since Yesterday: ~$1.4 TRILLION
Estimated Cost of Greenland: ~$700 BILLION
Read that again.
The market wiped out 2x the total value of the asset we’re trying to buy.
We literally burned $2.00 of existing wealth for every $1.00 of theoretical value we want to acquire.
Here is the technical breakdown of the absurdity:
This is a forced, correlation-one liquidation across the board.
S&P 500: -2.1%
Nasdaq: -2.4%
VIX: Spiked +31% (Vertical)
When the "Fear Gauge" crosses 20 that fast, algorithms don't think. THEY DUMP HARD.
The market isn't scared of buying an island.
It's scared of the 25% Tariffs threatened on our biggest NATO allies (Germany, France, Denmark) to FORCE the sale.
Investors priced in a full-blown trade war starting Feb 1st, in just 9 days.
Disrupting EU supply chains creates inflationary pressure that wipes out margins far faster than Greenland adds GDP.
We incinerated $1.4 trillion in shareholder value in 6.5 hours…
AND WE STILL DON’T OWN THE ISLAND.
This is negative-sum geopolitics, we are the only losers here.
LOOK AT THIS:
While Tech and Nvidia are bleeding...
– Gold hit an ATH >$4,900.
– Silver jumped +6%.
Smart money is running for cover while the average investor panic over a real estate deal.
If the market doesn’t fully recover soon, this won’t have been a smart purchase.
Watch the VIX, because if it stays above 20, the liquidation is far from being over.
$BTC
“Live: Turning $100 into $1000—Watch How!”
Actualités Bitcoin : la barre des 100 000 dollars est-elle toujours possible ? La réponse dans un...
Buy tink tank and hold it🚀
Le Bitcoin vacille sous les 90 000 $ alors que les détenteurs de long terme vendent massivement