Forum » Kriptovalute in blockchain » kripto splošna debata
kripto splošna debata
Temo vidijo: vsi
endelin ::
Zgodovinsko je najboljši čas za nakupovanje cca 1 leto od market crasha. Ni pa to trenutno še totalen crash. Dobrih 25% od vrha smo... šele ;)
Lahko da bo tokrat drugače seveda.
Lahko da bo tokrat drugače seveda.
Zgodovina sprememb…
- spremenil: endelin ()
ripmork ::
Če velja 4-letni cikel, bi zdaj morala sledit Kripto zima. A tudi v preteklosti cikel ni bil popolnoma ujemajoč, tokrat pa ima BTC tut institucionalno podporo, kakršne še nikoli ni imel. V kombinaciji z višjo likvidnostjo in nižanjem obrestnih mer, to lahko požene vse gor. Lahko gre v seveda katerokoli smer... si pa težko predstavljam, da bi padel pod cca 60-70k$.
tilio ::
Če velja 4-letni cikel, bi zdaj morala sledit Kripto zima. A tudi v preteklosti cikel ni bil popolnoma ujemajoč, tokrat pa ima BTC tut institucionalno podporo, kakršne še nikoli ni imel. V kombinaciji z višjo likvidnostjo in nižanjem obrestnih mer, to lahko požene vse gor. Lahko gre v seveda katerokoli smer... si pa težko predstavljam, da bi padel pod cca 60-70k$.
$60-70k ni nič nemogočega. Zdaj smo na ~90k, pa so vključeni samo "znani strahovi". Čakaj, da se makro slika še zaostri ali pa, da se še kakšna politična kriza ustvari. $60-70 je malo verjetno samo po tem kar vemo ta trenutek. "Jutri" je lahko drugače.
Fundamenti so sicer boljši kot kdajkoli prej - zakonodaja.
endelin ::
Jaz mislim da bo low nekje med 35k - 50k. Morda do 30k kratek čas
Zgodovina sprememb…
- spremenil: endelin ()
PujsekPepe ::
Ja ce seylorjeva firma kolapsne. Pa ne mislit da bodo obresti znizeval ker so zdej sanse 50:50 oz manj kot 50.
PujsekPepe ::
https://x.com/watcherguru/status/199046...
UST IN: ?? Trump administration reviewing proposal to allow the IRS to access and tax Americans' foreign crypto account data.
Icp pa kaspa se splaca loadad
UST IN: ?? Trump administration reviewing proposal to allow the IRS to access and tax Americans' foreign crypto account data.
Icp pa kaspa se splaca loadad
PujsekPepe ::
Lol kje so casi Luna pa Ftx eventov. To je blo zabavmo gledat.
Pod 91.500 pomojem ne bo slo
Pod 91.500 pomojem ne bo slo
Zgodovina sprememb…
- spremenilo: PujsekPepe ()
bonanno ::
Fantje ki zagivarjajo coinse..gremo vse prodat in allin v coinse, doma sedet in cakat da bomo vsi miljonarji
Špricer ::
Kaj je pubeci? Ste že sitni? Počasi se topi vaš imperij. Saylor komaj da hodi, ker ima posrane cote. Ormož ima odprta vrata za brušenje. Traktor in drugi skodoželjneži vabljeni. Eno mesto se je sprostilo.
V upanju, da bo napihnil spet balon...dot.com balon je že za tabo saylorček. https://cryptodnes.bg/en/market-panic-s...
Hahahahahaha:
The buy pushes the firm’s total holdings to an extraordinary 649,870 BTC, acquired at an average cost of about $74,433 per coin.
V upanju, da bo napihnil spet balon...dot.com balon je že za tabo saylorček. https://cryptodnes.bg/en/market-panic-s...
Hahahahahaha:
The buy pushes the firm’s total holdings to an extraordinary 649,870 BTC, acquired at an average cost of about $74,433 per coin.
Zgodovina sprememb…
- spremenilo: Špricer ()
alekskac ::
Dotcom je bil komaj iztočnica za eksponentno rast vrednosti tehnoloških podjetij. Kdor jekot vlagatelj preživel pok balona in nadeljeval vlaganja v visoko tehnologijo,je danes precej dobro preskrbljen. Če bo kripto trg posnemal dotcom in naprej, se ne rabimo bat ničesar v naslednjih 20 let.
Špricer ::
Dotcom je bil komaj iztočnica za eksponentno rast vrednosti tehnoloških podjetij. Kdor jekot vlagatelj preživel pok balona in nadeljeval vlaganja v visoko tehnologijo,je danes precej dobro preskrbljen. Če bo kripto trg posnemal dotcom in naprej, se ne rabimo bat ničesar v naslednjih 20 let.
Ne zavajaj. Večina podjetij je propadla takrat. Tudi ljudje so izgubili milijarde. To o čemer ti govoriš je nastalo desetletje kasneje. Poglej raje kdaj je nastala rast zlata knedl.
Microstrategy got nailed in 2000 for committing fraud in the late 90s. Saylor was charged with tax evasion and related fraud in 2022. He isn't exactly a stand up guy.
He's now taken Microstrategy, a low level software player, and completely engineered their current scheme around bitcoin. Basically using bitcoin to take out loans to buy more bitcoin to take more loans out. The system depends on bitcoin continually rising over years, which I believe is why his predictions are becoming more lofty and he is shilling it harder than ever. His last prediction was something like 13 million per bitcoin in 15 years.
I definitely see a distinct possibility of a price drop in bitcoin leading to microstrategy imploding and pulling the entire crypto market down and probably impacting the larger market as a whole too. Would also devastate the buy in crypto has fought so hard to get from society.
https://www.reddit.com/r/CryptoCurrency...
Zgodovina sprememb…
- spremenilo: Špricer ()
tilio ::
Dotcom je bil komaj iztočnica za eksponentno rast vrednosti tehnoloških podjetij. Kdor jekot vlagatelj preživel pok balona in nadeljeval vlaganja v visoko tehnologijo,je danes precej dobro preskrbljen. Če bo kripto trg posnemal dotcom in naprej, se ne rabimo bat ničesar v naslednjih 20 let.
Ne zavajaj. Večina podjetij je propadla takrat. Tudi ljudje so izgubili milijarde. To o čemer ti govoriš je nastalo desetletje kasneje. Poglej raje kdaj je nastala rast zlata knedl.
Saj ne zavaja. Res je kar pravi. In tudi ti imaš prav, 90% biznisev propade brez krize. Nekatere velike firme niso nastale 10 let pozneje ampak so bile že prej prisotne na trgu, preživele hude čase in potem zrastle v ogromne korporacije.
Tu sem AI prosil za seznam 10 takih primerov:
1. Amazon (founded 1994) - An online bookstore with growing but unprofitable operations in 2000; stock price crashed over 90% during the bust, nearly driving it to failure, but it survived and became a global e-commerce and cloud giant.
2. Google (founded 1998) - A private startup with fewer than 200 employees in 2000; funded modestly and far from mainstream, it later dominated search and became Alphabet, one of the world's most valuable companies.
3. PayPal (founded 1998) - A small payments startup (after Confinity/X.com merger in 2000); went public in 2002 amid the bust, then was acquired by eBay before spinning out as a major fintech leader.
4. Salesforce (founded 1999) - A tiny CRM startup with just a few dozen employees in 2000, pioneering cloud software; it survived the "nuclear winter" for funding and became the leading enterprise SaaS company.
5. Netflix (founded 1997) - A DVD-by-mail service with under 500 employees and modest revenue in 2000 (even offered to sell itself for $50 million); pivoted to streaming and became an entertainment powerhouse.
6. Booking Holdings (originally Priceline, founded 1997) - Public but stock crashed from $165 to under $2 during the bust; restructured and grew into the world's largest online travel company via Booking.com and others.
7. GoDaddy (founded 1997) - A small domain registrar and web hosting startup in 2000; bootstrapped through the tough years and became the dominant player in domain names and small-business web services.
8. Nvidia (founded 1993) - Public (IPO 1999) but stock plummeted ~95% during the bust, reducing it to a small-cap company; later exploded with GPUs for gaming, data centers, and AI.
9. Akamai Technologies (founded 1998) - Content delivery network startup, public in 1999 but shares crashed dramatically in the bust; became essential internet infrastructure provider with consistent growth.
10. VMware (founded 1998) - A virtualization software startup with ~50 employees in 2000; stayed private longer, then IPO'd in 2007 and became a leader in cloud computing (later acquired by Broadcom for tens of billions).
Zgodovina sprememb…
- spremenilo: tilio ()
PujsekPepe ::
To so firme ki so imele realne donose. Kolk cajta bo pa recimo open ai potreboval za dobicek? Da o teh kovancih ne govorimo
Profitability / When It Could Make Money
From internal projections and leaked data:
OpenAI is not expected to be profitable until around 2029.
The Information
+1
It could incur as much as $14 billion in losses in 2026.
The Information
Between 2023-2028, projected total losses (excluding stock compensation) are ~$44 billion.
The Information
+1
Much of its cost is "compute" -- training and running AI models is very expensive. It's estimated that 60-80% of spending goes into model training / inference.
The Information
On the revenue side, OpenAI projects very aggressive growth: in one investor-doc they forecast $125 billion revenue by 2029, and $174 billion by 2030.
Contentful Assets
Key Risks & Challenges
Cash Burn: Very high ongoing costs, especially compute.
Revenue Share: Some reports suggest Microsoft takes ~20% of OpenAI's revenues under their deal.
The Information
Scalability Risk: Even if revenue projections are met, the margin risk is big due to infrastructure and compute cost.
? Bottom Line
The valuations of publicly traded AI-heavy companies (like Nvidia, Microsoft, Google) are astronomically high, reflecting a lot of confidence in AI driving future profits.
OpenAI itself is valued extremely high for a private company, but isn't expected to make a net profit for several years under its own projections.
It's a "growth-at-any-cost" story: huge potential, but also massive risk and burn.
Profitability / When It Could Make Money
From internal projections and leaked data:
OpenAI is not expected to be profitable until around 2029.
The Information
+1
It could incur as much as $14 billion in losses in 2026.
The Information
Between 2023-2028, projected total losses (excluding stock compensation) are ~$44 billion.
The Information
+1
Much of its cost is "compute" -- training and running AI models is very expensive. It's estimated that 60-80% of spending goes into model training / inference.
The Information
On the revenue side, OpenAI projects very aggressive growth: in one investor-doc they forecast $125 billion revenue by 2029, and $174 billion by 2030.
Contentful Assets
Key Risks & Challenges
Cash Burn: Very high ongoing costs, especially compute.
Revenue Share: Some reports suggest Microsoft takes ~20% of OpenAI's revenues under their deal.
The Information
Scalability Risk: Even if revenue projections are met, the margin risk is big due to infrastructure and compute cost.
? Bottom Line
The valuations of publicly traded AI-heavy companies (like Nvidia, Microsoft, Google) are astronomically high, reflecting a lot of confidence in AI driving future profits.
OpenAI itself is valued extremely high for a private company, but isn't expected to make a net profit for several years under its own projections.
It's a "growth-at-any-cost" story: huge potential, but also massive risk and burn.
Zgodovina sprememb…
- spremenilo: PujsekPepe ()
tilio ::
Se strinjam. Prihodki so pomembni. Kažejo, da je produkt uporaben, tudi če jih trenutno ni dovolj za rast podjetja.
Po drugi strani, Facebook npr, do leta 2010 ni bil profitabilen. Živel je le od investitorjev. Takrat je bila to že velika firma in je pokurila kar nekaj denarja. Ni pa še imela monetizacije - oglaševanja, oz. se je začelo malo prej in je potrebovalo nekaj časa, da je postala firma dobičkonosna.
Blockchain, je na nek način podobna zgodba. V to ekonomijo je prišlo ogromno denarja, veliko se je pokradlo ampak nekaj tudi naredilo. Obstajajo področja, kjer je uporaben ampak sama blockchain infrastruktura še ni zrela za maso. Npr. aplikacij kot je facebook, youtube nisi mogel imet leta 1997. Preprosto tehnologija ni bila zrela (ne HW,ne internet povezave, ne software - slednji se sicer večinoma prilagaja oz. je omejen z razvojem hardwvera).
Čisto možno, je da bo minilo še kar nekaj časa preden bo AI dobičkonosen. Nekje bo tudi nekaj počilo ampak to je cena napredka. Nekatere firme bodo preživele druge ne.
Saj SpaceX je podobno. Ziher ne delajo v tej fazi dobička, imajo ogromne stroške ampak investitorji rinejo denar noter, ker verjamejo, da bo izplen ogromen, če jim uspe.
Po drugi strani, Facebook npr, do leta 2010 ni bil profitabilen. Živel je le od investitorjev. Takrat je bila to že velika firma in je pokurila kar nekaj denarja. Ni pa še imela monetizacije - oglaševanja, oz. se je začelo malo prej in je potrebovalo nekaj časa, da je postala firma dobičkonosna.
Blockchain, je na nek način podobna zgodba. V to ekonomijo je prišlo ogromno denarja, veliko se je pokradlo ampak nekaj tudi naredilo. Obstajajo področja, kjer je uporaben ampak sama blockchain infrastruktura še ni zrela za maso. Npr. aplikacij kot je facebook, youtube nisi mogel imet leta 1997. Preprosto tehnologija ni bila zrela (ne HW,ne internet povezave, ne software - slednji se sicer večinoma prilagaja oz. je omejen z razvojem hardwvera).
Čisto možno, je da bo minilo še kar nekaj časa preden bo AI dobičkonosen. Nekje bo tudi nekaj počilo ampak to je cena napredka. Nekatere firme bodo preživele druge ne.
Saj SpaceX je podobno. Ziher ne delajo v tej fazi dobička, imajo ogromne stroške ampak investitorji rinejo denar noter, ker verjamejo, da bo izplen ogromen, če jim uspe.
PujsekPepe ::
Ne mislim da ne razumes tako kot ne ostali. Siuacija ni premerljiva z .com balonom pac pa nifty fifty pokom:
The "Nifty Fifty" was a group of about 50 famous U.S. stocks in the late 1960s-early 1970s that investors believed were so good they could never go down.
They were called "one-decision stocks" -> meaning:
? Buy them and never sell.
Example:
Some traded at 50-100× earnings, which was crazy expensive.
Then in 1973-1974, the stock market crashed.
The Nifty Fifty dropped 40-90% in value.
Some recovered decades later, but others never came back (Kodak, Polaroid).
Razlika je samo ta da sedaj ni 50 velikih ampak samo 7
The "Nifty Fifty" was a group of about 50 famous U.S. stocks in the late 1960s-early 1970s that investors believed were so good they could never go down.
They were called "one-decision stocks" -> meaning:
? Buy them and never sell.
Example:
Some traded at 50-100× earnings, which was crazy expensive.
Then in 1973-1974, the stock market crashed.
The Nifty Fifty dropped 40-90% in value.
Some recovered decades later, but others never came back (Kodak, Polaroid).
Razlika je samo ta da sedaj ni 50 velikih ampak samo 7
Zgodovina sprememb…
- spremenilo: PujsekPepe ()
tilio ::
PujsekPepe je izjavil:
Ne mislim da ne razumes tako kot ne ostali. Siuacija ni premerljiva z .com balonom pac pa nifty fifty pokom:
The "Nifty Fifty" was a group of about 50 famous U.S. stocks in the late 1960s-early 1970s that investors believed were so good they could never go down.
They were called "one-decision stocks" -> meaning:
? Buy them and never sell.
Razumem, razumem. Veliko je bilo "nezamenljivih" podjetij, ki jih danes več ni. To mi je kristalno jasno. Zato tudi ne verjamem v Bitcoin. Ja, danes je največji. Ni pa fleksibilen, čeprav je tehnološka rešitev. In če se neka tehnologija ne razvija so ji dnevi šteti. Razen emailu. In javascriptu. LOL
endelin ::
PujsekPepe je izjavil:
https://x.com/grok/status/1990230782800...
Pod 91.5 zna bit zaskrbljajoce za MSTR
Sedaj je 91.300
Kripto ::
Smo še vedno krepko pod 50 WMA, en dan več. Še ena noga dol proti 85k USD je velika verjetnost. Potem pa morda sledi odboj navzgor...
Wealth is mindset!
Benny123 ::
Kaj bo space x ? Kaj na luni al marsu bo mel kaj , naselbine al kaj. Hahaha k USA naujo vec mel za kruh bodo lahk njihove rakete nosile jedrske konice to je pa to
Zgodovina sprememb…
- spremenilo: Benny123 ()
driftwood ::
Jutri so FOMC minutes in NVIDIA poročilo o poslovnem letu. Držimo pesti, da bo vse v skladu s pričakovanji.
Benny123 ::
Aja pa oa jaz mam raje pristen človeški stik kot robo taxije frizerje itd.. pa velik nas je takih
Nvidia bo mela vecji dobiček..
Nvidia bo mela vecji dobiček..
Zgodovina sprememb…
- spremenilo: Benny123 ()
Gregor P ::
... a to si mislil na dol 
The main failure in computers is usually located between keyboard and chair.
You read what you believe and you believe what you read ...
Nisam čit'o, ali osudjujem (nisem bral, a obsojam).
You read what you believe and you believe what you read ...
Nisam čit'o, ali osudjujem (nisem bral, a obsojam).
alekskac ::
Dotcom je bil komaj iztočnica za eksponentno rast vrednosti tehnoloških podjetij. Kdor jekot vlagatelj preživel pok balona in nadeljeval vlaganja v visoko tehnologijo,je danes precej dobro preskrbljen. Če bo kripto trg posnemal dotcom in naprej, se ne rabimo bat ničesar v naslednjih 20 let.
Ne zavajaj. Večina podjetij je propadla takrat. Tudi ljudje so izgubili milijarde. To o čemer ti govoriš je nastalo desetletje kasneje. Poglej raje kdaj je nastala rast zlata knedl.
Saj ne zavaja. Res je kar pravi. In tudi ti imaš prav, 90% biznisev propade brez krize. Nekatere velike firme niso nastale 10 let pozneje ampak so bile že prej prisotne na trgu, preživele hude čase in potem zrastle v ogromne korporacije.
Tu sem AI prosil za seznam 10 takih primerov:
1. Amazon (founded 1994) - An online bookstore with growing but unprofitable operations in 2000; stock price crashed over 90% during the bust, nearly driving it to failure, but it survived and became a global e-commerce and cloud giant.
2. Google (founded 1998) - A private startup with fewer than 200 employees in 2000; funded modestly and far from mainstream, it later dominated search and became Alphabet, one of the world's most valuable companies.
3. PayPal (founded 1998) - A small payments startup (after Confinity/X.com merger in 2000); went public in 2002 amid the bust, then was acquired by eBay before spinning out as a major fintech leader.
4. Salesforce (founded 1999) - A tiny CRM startup with just a few dozen employees in 2000, pioneering cloud software; it survived the "nuclear winter" for funding and became the leading enterprise SaaS company.
5. Netflix (founded 1997) - A DVD-by-mail service with under 500 employees and modest revenue in 2000 (even offered to sell itself for $50 million); pivoted to streaming and became an entertainment powerhouse.
6. Booking Holdings (originally Priceline, founded 1997) - Public but stock crashed from $165 to under $2 during the bust; restructured and grew into the world's largest online travel company via Booking.com and others.
7. GoDaddy (founded 1997) - A small domain registrar and web hosting startup in 2000; bootstrapped through the tough years and became the dominant player in domain names and small-business web services.
8. Nvidia (founded 1993) - Public (IPO 1999) but stock plummeted ~95% during the bust, reducing it to a small-cap company; later exploded with GPUs for gaming, data centers, and AI.
9. Akamai Technologies (founded 1998) - Content delivery network startup, public in 1999 but shares crashed dramatically in the bust; became essential internet infrastructure provider with consistent growth.
10. VMware (founded 1998) - A virtualization software startup with ~50 employees in 2000; stayed private longer, then IPO'd in 2007 and became a leader in cloud computing (later acquired by Broadcom for tens of billions).
Veliki igričarji, Adobe, Microsoft , Hewlett Packard , IBM, in Apple, (sama legacy podjetja izpred dotcom mehurčka) so vsi izkoristili aftermath dotcom mehurčka, ker je ostalo kar naenkrat veliko pasovne širine pri ponudnikih telekomunikacij po poku mehurčka. Poku se imam v dobršni meri zahvaliti za hiter napredek tehnologij podjetij, ki so preživela. To je bil Purge in zato se danes lahko kregamo o kriptovalutah (malo kakrikiram, ampak saj se valjda razumemo, ne?).
Zgodovina sprememb…
- spremenil: alekskac ()
Kripto ::
Extreme fear index prevladuje. Še en dan bitcoin vztrajno pod 50 WMA...z vsakim dnem večja verjetnost dip na 85k USD. Če podpora ne bo zdržala potem bomo videli celo dip v rangu 80-85k USD. Od tu naprej z veliko verjetnostjo lahko pričakujemo bolj konkreten odboj, če bo dovolj momentuma.
Wealth is mindset!
j75560557 ::
Here’s a 40-word comment on **crypto common debate**:
Crypto talks about regularly highlight both development and instability. Whereas supporters believe blockchain’s straightforwardness and future potential, pundits point to instability and administrative dangers. Adjusted talk is fundamental to get it long-term esteem, real-world utilize cases, and the technology’s affect on worldwide fund.
Crypto talks about regularly highlight both development and instability. Whereas supporters believe blockchain’s straightforwardness and future potential, pundits point to instability and administrative dangers. Adjusted talk is fundamental to get it long-term esteem, real-world utilize cases, and the technology’s affect on worldwide fund.
Trias ::
NVIDIA report verjetno misliš. Do sedaj je vedno pred njim dol ruknilo, po reportu pa pumpa. Mene tud precej zanima.
A ni Saylor dumpu 30K $btc ?
A ni Saylor dumpu 30K $btc ?
endelin ::
Je konsenz da smo res v bearu?
Sam zelo dvomim
Despite the downturn, Michael Saylor insists the firm could withstand an 80%-90% Bitcoin crash.
Sam zelo dvomim
cycle.
"Bitcoin has been around for 15 years, experiencing 15 significant drawdowns, yet it consistently returns to new all-time highs," he said, arguing that deep corrections "clear out leverage and weak hands."
Zgodovina sprememb…
- spremenil: endelin ()
Gregor P ::
Pozitivna plat tega je, da ker ni kripto zakona, mi do božiča zdaj ni treba vsega prodat
The main failure in computers is usually located between keyboard and chair.
You read what you believe and you believe what you read ...
Nisam čit'o, ali osudjujem (nisem bral, a obsojam).
You read what you believe and you believe what you read ...
Nisam čit'o, ali osudjujem (nisem bral, a obsojam).
Špricer ::
Res se mu tresejo gate.
Microstrategy got nailed in 2000 for committing fraud in the late 90s. Saylor was charged with tax evasion and related fraud in 2022. He isn't exactly a stand up guy.
He's now taken Microstrategy, a low level software player, and completely engineered their current scheme around bitcoin. Basically using bitcoin to take out loans to buy more bitcoin to take more loans out. The system depends on bitcoin continually rising over years, which I believe is why his predictions are becoming more lofty and he is shilling it harder than ever. His last prediction was something like 13 million per bitcoin in 15 years.
I definitely see a distinct possibility of a price drop in bitcoin leading to microstrategy imploding and pulling the entire crypto market down and probably impacting the larger market as a whole too. Would also devastate the buy in crypto has fought so hard to get from society.
https://www.reddit.com/r/CryptoCurrency...
Microstrategy got nailed in 2000 for committing fraud in the late 90s. Saylor was charged with tax evasion and related fraud in 2022. He isn't exactly a stand up guy.
He's now taken Microstrategy, a low level software player, and completely engineered their current scheme around bitcoin. Basically using bitcoin to take out loans to buy more bitcoin to take more loans out. The system depends on bitcoin continually rising over years, which I believe is why his predictions are becoming more lofty and he is shilling it harder than ever. His last prediction was something like 13 million per bitcoin in 15 years.
I definitely see a distinct possibility of a price drop in bitcoin leading to microstrategy imploding and pulling the entire crypto market down and probably impacting the larger market as a whole too. Would also devastate the buy in crypto has fought so hard to get from society.
https://www.reddit.com/r/CryptoCurrency...