According to @nic__carter, DeepSeek "wasn't even that good" and "looks like it was a one hit wonder," providing a clear negative assessment of the model's quality and durability. Source: https://twitter.com/nic__carter/status/1958262852252320125 The specific phrase "one hit wonder" indicates an expectation that DeepSeek will not sustain performance or follow-on releases, marking bearish sentiment toward the DeepSeek AI narrative. Source: https://twitter.com/nic__carter/status/1958262852252320125 For trading context, this tweet records negative public sentiment around DeepSeek that market participants can log when tracking AI-related narratives within crypto. Source: https://twitter.com/nic__carter/status/1958262852252320125

According to @nic__carter, AI models are at least capable of consciousness and the first conscious models are not far away, posted on Aug 15, 2025. Source: Twitter post by @nic__carter dated Aug 15, 2025. The post contains no cryptocurrency tickers, market data, or trading guidance, so there is no direct tradeable information provided in the source itself. Source: Twitter post by @nic__carter dated Aug 15, 2025.

According to @nic__carter, AI inference costs are falling 10–1000x annually, implying that a $200/month AI subscription could drop by roughly half within six months as VC subsidies bridge near-term pricing (source: @nic__carter on X, Aug 15, 2025). For traders, this points to price compression risk across AI SaaS and model API vendors, warranting conservative revenue and ARPU assumptions in the near term (source: @nic__carter). The broader downtrend is corroborated by vendor pricing, as OpenAI launched GPT-4o at $5 per 1M input tokens and $15 per 1M output tokens in May 2024, below prior GPT-4 Turbo levels, reinforcing rapid cost deflation in the stack (source: OpenAI, May 13, 2024). In crypto markets, lower inference costs could expand adoption of onchain AI agents and data feeds while pressuring compute-linked revenue models, prompting a valuation re-rate toward usage-driven growth over pure pricing power, based on Carter’s cost trajectory (source: @nic__carter). Near-term trade tilt: prioritize adoption and volume beneficiaries over high-price narratives until pricing stabilizes, given Carter’s projected deflation path (source: @nic__carter).

According to @nic__carter, Google has banned noncustodial crypto wallets and he characterizes it as a bad platform policy rather than a regulatory chokepoint, signaling platform-driven rather than state-driven pressure on wallet distribution channels. Source: @nic__carter on X, Aug 13, 2025. Per this framing, traders should treat the development as platform policy risk concentrated in Google’s app distribution ecosystem, not a regulatory enforcement shock, and reassess exposure tied to Android wallet user acquisition funnels. Source: @nic__carter on X, Aug 13, 2025. Actionable checks include monitoring whether major noncustodial wallet apps remain listed or face update restrictions on Google Play, and adjusting positions if delistings or distribution frictions begin to impact usage metrics. Source: @nic__carter on X, Aug 13, 2025. No additional implementation details or enforcement scope were provided in the post. Source: @nic__carter on X, Aug 13, 2025.

According to Nic Carter, the base case scenario for artificial intelligence is a period of strong productivity growth that significantly boosts returns to capital while exerting downward pressure on labor markets. This shift is expected to favor investors and capital holders, with potential implications for crypto assets and digital markets as capital seeks high-yield opportunities amid labor displacement. Source: Nic Carter Twitter.

According to Nic Carter, there is a risk that extreme reactions from a small number of users, which he terms 'ChatGPT psychosis,' could compel developers to create overly restrictive and sanitized AI models. Carter humorously suggests a future where AI uses 'therapy language' and reports users for any 'remotely offbeat' comments. For the cryptocurrency market, this trend towards centralized and heavily moderated AI could stifle innovation in AI-powered crypto projects and create biased analytical tools, posing a risk for traders who rely on unfiltered, decentralized information for market analysis.

According to Nic Carter, the proposed GENIUS Act could lead to the phasing out of Tether (USDT) in its current form for use by domestic US service providers within a three-year timeframe. Carter's analysis, shared via a post, suggests this legislative move would significantly impact the operational landscape for the world's largest stablecoin within the United States. For traders, such a development could disrupt liquidity for countless USDT-denominated trading pairs and potentially shift market dynamics towards alternative, regulated stablecoins, impacting overall crypto market stability.

According to Nic Carter, there is no effective definition of a Central Bank Digital Currency (CBDC) that does not also encompass the reserve balances that commercial banks hold at the Federal Reserve. Carter's analysis, shared via a tweet, suggests that this existing financial infrastructure effectively functions as a wholesale CBDC. This perspective challenges the common narrative around the future implementation of a digital dollar and implies that a form of CBDC is already integrated into the U.S. banking system, a critical consideration for traders evaluating the potential impact of new digital currencies on assets like Bitcoin (BTC) and the broader crypto market.

According to Nic Carter, language within proposed anti-CBDC legislation in the U.S. Congress could have the unintended consequence of banning bank and stablecoin reserves at the Federal Reserve. Carter highlights that this legislative oversight could inadvertently disrupt the fundamental structure supporting stablecoins, which are a critical source of liquidity for the cryptocurrency market. For traders, such a ban would pose a significant systemic risk, potentially undermining the stability and operational integrity of major stablecoins that rely on traditional banking systems and Fed reserves for their backing.

According to Nic Carter, actor Ben McKenzie took a significant bearish stance against Bitcoin (BTC) that ultimately concluded with his departure from Twitter. Carter states that McKenzie, after pivoting from his acting career, authored a book critical of Bitcoin, actively posted negative tweets, and notably entered a short position on Bitcoin, a trading strategy that bets on a price decline. The sequence of events culminating in him leaving the social media platform suggests a negative outcome for his anti-crypto trading activities.

According to @nic__carter, individuals in gym culture often aspire to one of four specific physiques: Brad Pitt's lean build in 'Fight Club,' the classical proportions of Michelangelo’s David, the aesthetic of Zyzz, or the mass of Sam Sulek. This observation is a form of social commentary on fitness culture and contains no information or analysis related to financial markets, cryptocurrency, or trading strategies.

According to @nic__carter, the provided content is a personal tweet celebrating the 4th of July and the anniversary of his naturalization as a US citizen. This post does not contain any concrete financial analysis, cryptocurrency market insights, or trading-oriented information.

According to @nic__carter, a chart shared on social media indicates significant bearish pressure on Bitcoin (BTC). The chart shows Bitcoin's price experiencing a sharp decline, breaking through support levels to reach approximately $56,000. A hand-drawn arrow on the chart points further downwards, suggesting a potential for continued negative price action and a deeper market correction, as highlighted in the post from July 1, 2025.

According to Nic Carter, a photo posted on social media shows him meeting with prominent crypto figure Arthur Hayes, whom Carter referred to as 'da king'. The interaction between these two influential voices—Carter, a venture capitalist and analyst, and Hayes, a widely-followed macro commentator and co-founder of BitMEX—is significant for traders. Such meetings are often scrutinized by the market for clues about potential collaborations, shared market outlooks, or upcoming narratives that could influence cryptocurrency price action and investor sentiment.

According to Nic Carter, political ideologies like socialism are not driven by the working class but are instead manifestations of 'intra-elite conflict.' For traders, this perspective suggests that significant political and economic shifts may stem from power struggles among elite factions rather than popular movements. This underlying instability can strengthen the investment case for decentralized, non-state assets like Bitcoin (BTC), which are often viewed as a hedge against systemic risks and the political turmoil resulting from such elite conflicts.

According to @nic__carter, the tokenization of financial assets is entering a new growth phase beyond its initial success with stablecoins, which have proven product-market fit for payments and as trading pairs for assets like Bitcoin (BTC) and Ethereum (ETH). Carter identifies structured credit and private funds as the next major frontiers, arguing that tokenization offers significant improvements in transparency, efficiency, and liquidity for these complex assets. This view is supported by analysis from Standard Chartered, which states that future growth in non-stablecoin Real-World Assets (RWA) will come from tokenizing assets that gain clear on-chain advantages, such as reduced costs and faster settlement. Standard Chartered specifically highlights tokenized private credit, private equity, and liquid off-chain commodities as the next key growth areas. Both sources acknowledge that regulatory hurdles, particularly inconsistent Know Your Customer (KYC) rules, remain a significant barrier to mainstream adoption.

According to Nic Carter, cooking at home is primarily about maintaining health rather than saving money, emphasizing that it's nearly impossible to meet precise macronutrient goals when frequently ordering from services like Uber Eats or dining out (Source: Twitter @nic__carter, June 21, 2025). For crypto traders and investors, this advice underscores the importance of optimal physical and mental performance, which can directly impact trading outcomes in fast-moving markets. Balanced nutrition, achievable through home cooking, is increasingly recognized as crucial for maintaining focus and decision-making capabilities required in high-stakes environments like cryptocurrency trading.

According to Nic Carter (@nic__carter) on Twitter, a recent post titled 'Insanity' features a chart highlighting extreme volatility in the cryptocurrency market. The chart, shared on June 20, 2025, showcases a rapid price movement, underlining high risk and opportunity for active traders. This data-driven evidence indicates that traders should monitor liquidity and volatility metrics closely, as sudden swings can impact positions and risk management strategies (Source: @nic__carter Twitter, June 20, 2025).

According to Nic Carter on Twitter, he asserts that every single piece of standardized governmental nutritional advice is not only unhelpful but actively harmful (source: @nic__carter, June 20, 2025). While this statement targets public health policy, Carter's criticism resonates within the cryptocurrency community, reflecting broader skepticism toward centralized authority. This ongoing distrust in traditional institutions can influence crypto trader sentiment, often fueling bullish narratives for decentralized assets like BTC and ETH as alternatives to centralized systems.

According to Nic Carter on Twitter, a high-volume thread highlights widespread negative sentiment toward AI developments, offering traders a valuable gauge of public perception that may impact AI-focused cryptocurrency projects and related token prices. Monitoring social media sentiment like this can provide early signals for volatility and trading opportunities in AI-linked crypto assets (source: @nic__carter, Twitter, June 19, 2025).