According to @nic__carter, the Griffin and Shams paper’s publication in The Journal of Finance and its acceptance in media and policy circles to bolster crypto views in Washington, D.C. is a scandal that has not been scrutinized adequately (source: Nic Carter on X, Nov 3, 2025). The referenced study, Is Bitcoin Really Un-Tethered? by John M. Griffin and Amin Shams, was published by The Journal of Finance in 2022 and reports that large USDT transfers to exchanges were associated with subsequent BTC price increases during 2017–2018 (source: The Journal of Finance, 2022). For trading, the paper’s core empirical claim links Tether issuance to BTC price support, making USDT supply changes and exchange transfer flows a key watchlist metric when assessing liquidity-driven rallies and resilience in BTC (source: The Journal of Finance, 2022). Carter argues the study has been used to bolster crypto policy views in Washington, highlighting the need for traders to track U.S. stablecoin policy developments, which have been formally prioritized for oversight by U.S. authorities (sources: Nic Carter on X, Nov 3, 2025; President’s Working Group on Financial Markets, Report on Stablecoins, Nov 2021).

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 increase by many orders of magnitude over the next decade and AI data centers could consume 30%+ of total power, a shift he says is unfolding in real time. Source: @nic__carter on X (Oct 29, 2025): https://twitter.com/nic__carter/status/1983578240321982551 For trading, this highlights persistent electricity supply pressure that can influence BTC mining costs, power-sensitive crypto infrastructure, and AI-exposed equities; Carter also referenced an X post for context. Source: @nic__carter on X (Oct 29, 2025): https://twitter.com/nic__carter/status/1983578240321982551; referenced link: https://x.com/MichaelMOTTCM/status/1983485830741332215

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, after the Trump-Intel deal he identified IBM as the next candidate given quantum computing’s national security framing and disclosed long positions in RGTI and IONQ, noting both were heavily sold last week. Source: @nic__carter on X, Oct 23, 2025. The U.S. government has formally prioritized quantum and post-quantum cryptography, with NIST standardizing algorithms such as CRYSTALS-Kyber and Dilithium and the NSA issuing the CNSA 2.0 migration roadmap, signaling sustained federal demand and potential contracting tailwinds for quantum leaders like IBM. Source: NIST; NSA CNSA 2.0; White House NSM-10 (2022). For traders, the positioning aligns IBM, RGTI, and IONQ with policy-driven catalysts while also flagging a crypto-security overhang, as BTC and ETH rely on ECDSA that is not quantum-safe under current standards guidance, making quantum headlines directly relevant to crypto risk pricing. Source: NIST; NSA CNSA 2.0.

According to @nic__carter, multiple sections in Dwarkesh’s book assert that models cannot do certain tasks, while footnotes note that by publication time the models already can, signaling rapid capability progression and shrinking research-to-reality timelines (source: @nic__carter on X, Oct 17, 2025). According to @nic__carter, traders should re-validate AI-dependent theses and backtests against current model performance to avoid stale assumptions when positioning in AI-exposed equities and AI-linked crypto narratives (source: @nic__carter on X, Oct 17, 2025).

According to @nic__carter, the max pain scenario would involve roughly $20 billion in liquidations and a full retrace, signaling a downside outcome defined by large forced unwinds and a return to prior price levels if realized. Source: @nic__carter on X, Oct 13, 2025. The post does not specify assets, time frame, or data sources, limiting precision for trade sizing and risk parameters. Source: @nic__carter on X, Oct 13, 2025.

According to @nic__carter, crypto market makers are pulling back, downside wicks are larger than 2020, exchanges are showing price dislocations, appchains are experiencing outages, and markets are hyper-illiquid, signaling fragile liquidity and structural stress across venues, source: Nic Carter on X, Oct 10, 2025, https://twitter.com/nic__carter/status/1976790173511041195. For traders, these conditions imply wider spreads, higher slippage, elevated liquidation risk, and the need to reduce leverage, slice orders, and monitor venue and appchain status in real time, source: Nic Carter on X, Oct 10, 2025, https://twitter.com/nic__carter/status/1976790173511041195.

According to @nic__carter, ChatGPT is a gift to law enforcement because people increasingly rely on AI rather than search, indicating easier disruption of illicit planning online. Source: https://twitter.com/nic__carter/status/1975982812823224503 For crypto traders, recent precedent shows authorities can trace and seize on-chain funds, elevating compliance and counterparty risk across digital assets. Source: https://www.justice.gov/opa/pr/department-justice-seizes-23-million-cryptocurrency-paid-ransomware-extortionists-darkside Sanctions on mixing services have rapidly altered liquidity access in DeFi and centralized venues, underscoring policy risk for flows and counterparties. Source: https://home.treasury.gov/news/press-releases/jy0916 European law-enforcement assessments cite growing AI use by offenders and investigators, signaling stronger monitoring of crypto-linked activity. Source: https://www.europol.europa.eu/publications-events/publications/chatgpt-impact-of-large-language-models-law-enforcement Blockchain analytics is widely adopted by regulators and VASPs, meaning trading on compliant platforms entails rigorous AML screening and wallet provenance checks. Source: https://blog.chainalysis.com/reports/2024-crypto-crime-report/

According to @nic__carter, USDT and USDC together account for approximately 84% of total stablecoin supply, down from a 92% peak, and this share has been declining for the last 24 months (source: @nic__carter on X, Sep 29, 2025). Based on these figures, the rest of the stablecoin market represents roughly 16% today versus about 8% at the 92% peak, a shift traders should reflect in benchmarks that assume USDT and USDC dominance when assessing pair liquidity and collateral exposure (source: calculation using @nic__carter data on X, Sep 29, 2025). For trading workflows, updating stablecoin dominance inputs to around 84% for USDT plus USDC can help align routing, slippage expectations, and risk sizing with current market composition versus prior assumptions near 90 percent concentration (source: inference from @nic__carter data on X, Sep 29, 2025).

According to @nic__carter, the central question is whether stablecoin issuance will devolve into a race to the bottom on net interest margin similar to the ETF fee war that delivered ultra-low costs like VOO at a 0.03 percent expense ratio, source: @nic__carter and Vanguard. Stablecoin issuers today primarily monetize via interest earned on reserves invested in short-duration U.S. Treasuries and cash rather than explicit management fees, source: Circle USDC reserve disclosures and Tether assurance reports. Platforms have previously shared part of reserve-derived economics with users through USDC rewards, illustrating a mechanism for pass-through that traders should monitor for potential effects on stablecoin demand and trading liquidity, source: Coinbase USDC Rewards and Kaiko market structure research.

According to @nic__carter, GDPeval makes Daron Acemoglu’s 2024 paper The Simple Macroeconomics of AI the worst-aged AI paper of the last decade; Source: @nic__carter on X, Sep 29, 2025.

According to @nic__carter, consumer AI glasses features like instant facial recognition that pulls up a person’s LinkedIn and driver review apps using license plates as persistent identifiers are currently illegal in many jurisdictions, signaling regulatory headwinds for AI wearables and identity apps (source: Nic Carter on X, Sep 20, 2025). In the U.S., the FTC has already sanctioned consumer facial recognition deployments—banning Rite Aid from using facial recognition for five years and ordering algorithmic disgorgement—highlighting enforcement risk for similar use cases (source: U.S. Federal Trade Commission, Dec 19, 2023). Illinois’ Biometric Information Privacy Act requires informed written consent and carries statutory damages that have driven large settlements, making commercial facial recognition high-risk without robust compliance (source: 740 ILCS 14; Illinois Supreme Court, Cothron v. White Castle, Feb 17, 2023). In the EU, biometric data processing generally requires explicit consent under GDPR and regulators have penalized unlawful facial recognition, as seen in enforcement against Clearview AI, signaling strict limits on identity-matching in public spaces (source: EU GDPR Article 9; French CNIL enforcement decisions, 2022). The EU AI Act restricts remote biometric identification in public spaces and imposes obligations on high-risk systems, which could constrain AI glasses that perform real-time face matching (source: European Union AI Act legislative text adopted 2024). Apps that index license plates as persistent personal identifiers face constraints because California’s ALPR statute mandates security and documented use policies, the U.S. DPPA restricts use of DMV-linked personal data, and EU regulators treat license plates as personal data when a person is identifiable (source: California Civil Code §§1798.90.5–1798.90.55; 18 U.S.C. §2721; EU data protection guidance). For crypto markets, recent regulatory actions against biometric identity projects—such as Kenya’s suspension of Worldcoin’s proof-of-personhood operations and Spain’s interim order—underscore headline risk for WLD and related ZK identity tokens when policy news breaks (source: Government of Kenya Ministry of Interior, Aug 2, 2023; Spanish AEPD, Mar 2024). Traders should monitor privacy and AI governance developments, as regulatory tightening or loosening can reprioritize the AI wearables and on-chain identity narratives that influence flows into WLD and privacy-focused assets (source: regulatory actions and statutes cited above).

According to @nic__carter, Hugging Face removed a repository containing a database of public Bluesky data, and he states Bluesky content is public by design with no rule against scraping it. Source: @nic__carter on X https://twitter.com/nic__carter/status/1967594193347563888 According to @nic__carter, the reported takedown could interrupt access for quant and crypto traders who rely on Bluesky-derived sentiment datasets hosted on Hugging Face, so users should verify mirrors and continuity to avoid signal gaps. Source: @nic__carter on X https://twitter.com/nic__carter/status/1967594193347563888

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, many leftists are experiencing raw institutional power turned against them for the first time, leaving many caught unawares. Source: @nic__carter on X, Sep 14, 2025. The post contains no crypto symbols, tickers, price levels, or regulatory specifics, so it offers no direct trade setup by itself and should be treated as a qualitative sentiment datapoint. Source: @nic__carter on X, Sep 14, 2025. Traders may log this as a political-risk narrative input that can influence market sentiment around regulation and platform risk, pending additional market-moving disclosures. 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, X's Community Notes should be retired because it failed to address widely circulating false claims about a recent shooter, including assertions that he was a registered Republican and that he donated to Donald Trump, which he states are false. Source: @nic__carter on X, Sep 12, 2025. For crypto traders who monitor X for market-moving headlines, this signals reliability gaps on the platform and a need to independently verify politically sensitive claims before executing trades to avoid misinformation-driven moves. Source: @nic__carter on X, Sep 12, 2025.