According to @nic__carter, his X account has been restored, as announced in a public post on Nov 12, 2025. source: https://twitter.com/nic__carter/status/1988696551154413820 The post contained no market commentary, price targets, or token mentions, indicating no direct trading signal from this update alone. source: https://twitter.com/nic__carter/status/1988696551154413820

According to @nic__carter, the latest post is a personal request with no references to cryptocurrencies, price action, or market outlook, offering no actionable trading signal for crypto markets (source: @nic__carter on Twitter, Nov 11, 2025). Traders should treat this as non-market content with no implications for positioning or risk management in digital assets (source: @nic__carter on Twitter, Nov 11, 2025).

According to @nic__carter, the correct timeline was between 3 and 6 months. Source: @nic__carter on X, Oct 29, 2025. He states ETH DATs are selling now and expects some BTC DATs are selling as well, though not publicly acknowledged yet. Source: @nic__carter on X, Oct 29, 2025.

According to Nic Carter, per-capita compute is set to rise by many orders of magnitude and AI data centers will consume 30%+ of total power, a trend he says is unfolding now (Source: Nic Carter on X, Oct 29, 2025). For crypto markets, higher power usage directly impacts Bitcoin (BTC) mining economics because electricity is the dominant operating cost for Proof-of-Work miners (Source: Cambridge Centre for Alternative Finance, CBECI). Traders in crypto mining equities and energy-sensitive digital assets can treat Carter’s energy-demand signal as a risk factor for margins and uptime amid potential grid tightness (Source: Nic Carter on X, Oct 29, 2025; Cambridge Centre for Alternative Finance, CBECI).

According to @nic__carter, some right-leaning voices are calling to debank leftists who endorse political assassination, reinforcing his prior warning to the previous administration that political debanking is shortsighted and would backfire. Source: @nic__carter on X, Sep 14, 2025. According to @nic__carter, the current administration opposes political debanking and has taken steps to end it, making broad political debanking unlikely even for extreme factions. Source: @nic__carter on X, Sep 14, 2025. For traders, this comment signals lower immediate headline risk around widespread payment deplatforming that could affect crypto on/off-ramp stability, contingent on continued policy follow-through. Source: @nic__carter on X, Sep 14, 2025. Monitor official communications from banks and payment processors on account-closure policies and track liquidity conditions at fiat gateways serving exchanges as a read-through for crypto market microstructure. Source: @nic__carter on X, Sep 14, 2025.

According to Nic Carter, claims that the shooter was a Fuentes acolyte lack any supporting evidence, stating not one single shred of evidence points that way, source: Nic Carter on X, Sep 12, 2025. For traders, regulators caution that reacting to unverified social media narratives can expose investors to manipulation and losses, underscoring the need to verify before trading, source: U.S. SEC Investor Bulletin: Social Media and Investing — Stock Rumors (2013); source: CFTC Customer Advisory: Beware of Virtual Currency Pump-and-Dump (2018). Until verifiable facts emerge from primary authorities, treat related market chatter as noise and avoid reactive positioning, source: U.S. SEC and CFTC investor advisories cited above.

According to @nic__carter, he publicly asked Polymarket and Shayne Coplan if they work with a specific person, without providing additional details in the post; this is the only information disclosed in the source. Source: https://twitter.com/nic__carter/status/1966580483858325627 The post contains no confirmations from the mentioned parties and no operational, compliance, or market data, so no verifiable trading signal or platform change can be derived from this post alone. Source: https://twitter.com/nic__carter/status/1966580483858325627

According to @nic__carter, he posted on X that parents should contact schools if they are uncomfortable with teachers who celebrate political violence, a statement unrelated to cryptocurrencies or market developments (source: @nic__carter on X, Sep 12, 2025). The post contains no references to digital assets, pricing, or policy changes, providing no explicit trading catalyst for crypto markets and implying a neutral near-term impact on market sentiment (source: @nic__carter on X, Sep 12, 2025).

According to @nic__carter, he urged no deal with Harvard, no deal with universities, and to investigate NGOs, alleging they sheltered terrorists after the 1970s days of rage, in an X post dated Sep 12, 2025; source: https://x.com/nic__carter/status/1966485958963913000. The post provides no market data, token tickers, or actionable timelines, indicating no direct, quantifiable trading catalyst from the content alone; source: https://x.com/nic__carter/status/1966485958963913000. Given the focus on universities and NGOs rather than digital assets, the message contains no references to BTC, ETH, DeFi, or NFTs, limiting immediate crypto-specific signals; source: https://x.com/nic__carter/status/1966485958963913000. Traders should treat this as a headline-sentiment input and monitor for any verifiable follow-up actions or policy statements before adjusting positions, as the post itself does not outline concrete market events; source: https://x.com/nic__carter/status/1966485958963913000.

According to @nic__carter on X on Sep 9, 2025, AI datacenter and neocloud stocks had a strong trading day, indicating broad strength across the AI infrastructure theme. The post did not list specific tickers or performance figures, so the note should be treated as sector-level sentiment rather than quantified guidance, per @nic__carter on X on Sep 9, 2025. No cryptocurrency impacts or tickers were mentioned, so no direct crypto market effect was cited in this update, per @nic__carter on X on Sep 9, 2025.

According to @nic__carter, he announced a new s-bst-ck analysis titled "Situating Stablecoins in the Payments Landscape," outlining two-by-two matrices intended to classify and compare stablecoins within payments, as stated in his X post on Sep 2, 2025 (source: @nic__carter on X, Sep 2, 2025). For trading context, the announcement highlights a forthcoming framework-based approach to evaluating stablecoin models used in payments, which he communicated without disclosing specific assets or tickers (source: @nic__carter on X, Sep 2, 2025). No pricing data, regulatory updates, or individual stablecoin details were provided in the announcement, limiting immediate market-specific takeaways until the linked post is reviewed (source: @nic__carter on X, Sep 2, 2025).

According to @nic__carter, the referenced chart indicates only about $2.5-3M in AI compute spend over the last week, highlighting limited aggregate usage; source: https://twitter.com/nic__carter/status/1961890214911037537. According to @nic__carter, using OR as a comprehensive measure of AI usage is misleading, so traders assessing AI narratives in crypto markets should treat such dashboards with caution; source: https://twitter.com/nic__carter/status/1961890214911037537.

According to Nic Carter, OpenRouter usage data he shared on Aug 30, 2025 shows an up-and-to-the-right trend, contradicting claims that AI usage fell after the school year, source: Nic Carter on X; data: OpenRouter. This directly challenges the seasonal slowdown narrative highlighted by Carter and is a relevant input for traders tracking AI-linked crypto sentiment via real-time LLM API activity, source: Nic Carter on X; data: OpenRouter.

According to @nic__carter, claims that the AI cycle has already topped have zero supporting data and resemble a repeat of a Deepseek moment 2.0, with bears driven by vibes rather than evidence; source: @nic__carter on X, Aug 27, 2025. According to @nic__carter, AI skepticism is portrayed as newsletter-selling doom instead of analytics, expressing a bullish sentiment stance without quantitative metrics or asset-specific calls; source: @nic__carter on X, Aug 27, 2025. The post includes no tickers, crypto tokens, or price levels and should be read strictly as sentiment commentary relevant to AI-related equities and crypto markets; source: @nic__carter on X, Aug 27, 2025.

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.