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Degens Deteriorating
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AI demand shows no signs of slowing:

ASML Holding, $ASML, sales rose +16% YoY in 2025 to a record €32.7 billion.

This marks the 13th consecutive annual increase.

ASML, Europe’s most valuable firm, is the sole producer of lithography machines essential for making advanced semiconductors.

The company supplies all leading chip manufacturers, including Taiwan Semiconductor Manufacturing, $TSM, and Intel, $INTC, and its machines are essential for producing Nvidia, $NVDA, AI chips.

In Q4 2025 alone, the company’s bookings surged to a record €13.2 billion, driven by rising AI chip demand.

ASML expects revenue to rise as high as €39 billion this year.

AI-fueled momentum is accelerating.

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Trump says the Epstein files released totally vindicate him and he will likely sue Michael Wolff, who conspired against him with Jeffrey Epstein.

Trump doesn’t appear to correspond with Epstein, who said he never received a β€œmassage.”

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πŸ’―2
Binance successfully cleared their entire futures order book liquidating all Longs. This is how the casino operates until Market Structure is passed by US congress and hygiene is restored to the asset class

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Friday: Binance says it will convert $1B from the SAFU fund into Bitcoin to support the community.

Saturday: Order book data shows ~$1B in BTC sold during an illiquid Saturday, via synthetic selling using internal ledgers or user funds, not real Bitcoin moving on-chain.

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Saylor does not have a liquidation price

He borrowed $10b at .28% and bought spot

His Bitcoin holdings are worth $60b

So he has made $50b profit on his investment

If Bitcoin falls below his average cost ($76k), then MicroStrategy can use their $50m annual profit to service debt on the loan.

Basically, he's going to be buying until the end of time.

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To sum up, we’ve found out

- Jeffrey Epstein was an expert at tax advisory and offshore jurisdictions moving around money for rich people, that’s how he made his money. Unsavory but also legal and not Mossad blackmail.

- He was a consummate networker spending lots of time hobnobbing with the rich for mundane reasons (getting new clients, narcissism)

- He had sex parties with young women, some of them minors, but none of them were "children" in the conventional sense of the term

- Some of these women were paid, not "trafficked"

- To be clear underage prostitution is a crime and people who solicit/procure underage prostitutes should go to prison!

- However, most of the Epstein "victims" are grifters. They were happy to be paid money to engage in high-dollar prostitution and now they’re engaging in a different kind of prostitution.

- He filmed the sex parties to jerk off to the tapes, not to blackmail people or send them to the CIA or whatever

- He killed himself because he didn’t want to spend the rest of his life in a prison cell

- He was a standard issue MSNBC boomer lib

Total waste of everybody’s time

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