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@nic__carter Avatar @nic__carter nic carter

Nic Carter, a prominent figure in the crypto space, has been involved in discussions about Bitcoin and Ethereum. He recently engaged with others on Twitter, exchanging views on various topics, including stablecoins and the role of regulators. A key point of discussion was Massad's post on stablecoins, which garnered significant attention and response from the crypto community.

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Social Influence #

Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% ufc XXXX% musicians XXXX% exchanges XXXX%

Social topic influence leo #838, bitcoin #4058, has been 0.22%, money 0.22%, national security 0.22%, bubble #763, $500b 0.11%, $239b 0.11%, $368b 0.11%, agi #52

Top accounts mentioned or mentioned by @buymatador @megannyvold @thestalwart @storied_fingers @nii_gma @thio_apecast @noatfuture @r89capital @shaunmmaguire @cremieuxrecueil @tremulant1 @tenreirodaniel @intangiblecoins @donaldblakee @chrisjterry @fenzlabs @btcgps @aubreystrobel @shaughnessy119 @artemis

Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Bank of America (BAC) Goldman Sachs (GS) Deutsche Bank Aktiengesellschaft (DB) CoreWeave, Inc. (CRWV) Core Scientific, Inc. Common Stock (CORZ) IREN Limited (IREN) Silvergate Capital Corporation (SI)

Top Social Posts #

Top posts by engagements in the last XX hours

"INTC +27.5% premarket"
X Link @nic__carter 2025-09-18T11:43Z 424.8K followers, 19K engagements

"Stablecoins are going to win because every single bank wire is a giant flashing ad saying this could have been a stablecoin transaction"
X Link @nic__carter 2025-08-06T17:53Z 424.6K followers, 47.5K engagements

"that clip of the lebanese wedding DJ blasting Gimme Gimme Gimme while Iranian missiles fly overhead is going to live in my brain forever"
X Link @nic__carter 2025-06-15T13:59Z 424.7K followers, 788.3K engagements

"the most important thinker in AI in my opinion is this XX year old. leo aschenbrenner. he has been more right both in a testable predictive sense and in a market sense than virtually anyone else. and most importantly he's not an AI doomer he's not an e/acc but rather a secret third thing"
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 640.9K engagements

"161k favs on AI slop. More evidence for my theory that at most X% of the population is conscious"
X Link @nic__carter 2025-10-06T16:41Z 424.7K followers, 106.6K engagements

"daniel reeves in this post analyzes leo's predictions and finds that even though we are only X year in to his "decade-ahead" timeline his predictions are holding up so far. in the last year AI CAPEX has dramatically expanded. Stargate is a $500b planned project. halfway there on its own. Leo thought AI CapEx might reach X% of GDP. hyperscaler CapEx jumped from $239b in 2024 to $368b according to GS and projected at $432b in '26. according to reeves' book review X year on it looks like leo is mostly hitting the mark"
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 65.3K engagements

"@shaunmmaguire the left completely owns political violence right now. it's all them"
X Link @nic__carter 2025-09-10T19:27Z 424.7K followers, 4.1M engagements

"Which way western man new releases edition"
X Link @nic__carter 2025-10-10T22:55Z 424.7K followers, 15.2K engagements

"Deepseek just accelerated AGI timelines by X years. So focus on the gym. Knowledge work is obsolete. Muscles are all thats left"
X Link @nic__carter 2025-01-27T13:37Z 424.7K followers, 2.3M engagements

"Headed to my dads wedding today about to see family friends i havent seen in XX years. Cant believe I have to defend crypto in this condition"
X Link @nic__carter 2025-10-12T16:44Z 424.7K followers, 50.4K engagements

"it's actually a little scary how much money these online crypto based casinos are making. stake/rollbit/bc game/shuffle/roobet/myprize etc. yieldsec estimates $80b rev for crypto casinos. if true that's greater than GGR from all US commercial casinos ($67b)"
X Link @nic__carter 2025-09-03T15:54Z 424.6K followers, 25.7K engagements

"as a sidenote one reason I really like Leo is because he maintains a kind of "pragmatic cautious optimism" around AI. he thinks it's a civilizationally important project and a matter of urgent national security. he thinks AGI and maybe ASI is possible but he isn't a doomer. in fact he's helping bring this future about (more on this later). most "AI futurists" in silicon valley are doomers unfortunately. they unhelpfully think AI is going to literally kill us all. I'm not going to try to "debunk" the doomer mentality here but I think it's far fetched and more of a spiritual/metaphysical"
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 57.2K engagements

"Niche complaint but AA really inflated the hell out of concierge key huh Every flight these days between T1 cities has XX ck fliers before group X. Kind of garbage if were real"
X Link @nic__carter 2025-10-06T12:43Z 424.8K followers, 14.3K engagements

"far be it from me to complain about the algo but it's obvious my posts aren't being shown to my 400k+ followers. i've literally never been this impressions dead in my 10+ years on here. and no i'm not "posting badly" or whatever i've always posted exactly like this. if you're a big account your posts just don't go out to your followers for whatever reason. there's literally no point to being a big account on here. obviously i can still get impressions by tweeting about the Current Thing but that just funnels you into normiecore slop posting. i'll note that this is the opposite of"
X Link @nic__carter 2025-09-30T02:01Z 424.7K followers, 425.7K engagements

"/ resume thread so after writing his manifesto Leo didn't rest on his laurels. he raised approx $1b for a hedge fund focused on AGI-associated bets in H2 2024. he made bets on chip manufacturers (intel) datacenter-related businesses (broadcom applied digital) neoclouds (core weave iris energy core sci) and utilities (vistra talen energy eqt corp) he refused to be shaken out by the "deepseek" moment that terrified a lot of AI investors in early 2025 he printed a XX% return in the first half of the year"
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 47.8K engagements

"someone's gonna take another crack at juicero i can just feel it"
X Link @nic__carter 2025-10-10T14:08Z 424.7K followers, 12.4K engagements

"@ID_NOT_WETTE @AmericanExpress I Dont even bother going anymore. Amex is still worth it for the other benefits but the lounges are overrun by big X consultant striver slop"
X Link @nic__carter 2025-10-06T13:13Z 424.8K followers, XXX engagements

"fairshake spent $10m to elect Gallego (D) in a tight election over Lake (R) and he rewarded them by torching market structure in the senate"
X Link @nic__carter 2025-10-10T02:35Z 424.7K followers, 37.7K engagements

"it's a little puzzling that federal government spending is a quarter of GDP and yet going about your everyday life you would have no idea that the government is currently "shut down""
X Link @nic__carter 2025-10-09T22:54Z 424.7K followers, 28.8K engagements

"@AddictionsPMC @noat_future Anyone that thinks nic pouches are harmful is simply scientifically illiterate. Best harm reduction technology ever invented"
X Link @nic__carter 2025-09-21T15:34Z 424.7K followers, 1876 engagements

"- fire gensler - end OCP2.0 - end progressives' war on crypto - strategic bitcoin reserve - clarify crypto rules within XXX days - embrace stables for dollar dominance everything we could possibly ask for and more"
X Link @nic__carter 2024-07-27T20:50Z 424.8K followers, 569.4K engagements

"AI CAPEX bubble narrative violation (JPM)"
X Link @nic__carter 2025-10-08T16:44Z 424.7K followers, 11.9K engagements

"@Indian_Bronson I got tested for being retarded as a kid too. Turns out I was just deaf"
X Link @nic__carter 2025-10-14T00:45Z 424.7K followers, 5890 engagements

"what happened in 2010-15 man. we were seized by some kind of faux frontiersman cult for urbanites. probably the worst cultural era in history: - stomp clap hey music. lumineers mumford & sons imagine dragons etc. awful. no redeeming qualities whatsoever - stipped down exposed brick burger halls with signs saying "eat" on reclaimed barnwood. dim edison bulbs. drinks served out of a mason jar - facial hair and flannel. bears and overdone mustaches popular with the soft urbanite types. lumberjack core - relatedly "manly" trinkets for dudes. beard oil. shaving kits. axes and leather aprons."
X Link @nic__carter 2025-08-06T00:50Z 424.7K followers, 9.9M engagements

"Jiri Prochazka is something special man"
X Link @nic__carter 2025-10-05T03:30Z 424.7K followers, 21.6K engagements

"the fake "salomon brothers" firm (bought the trademark) that dusted 39k BTC addresses with OP_RETURNS aiming to claim them legally has the most low effort website I've ever seen. most of the links dont do anything"
X Link @nic__carter 2025-10-09T20:32Z 424.7K followers, 15.2K engagements

"@schwabsauce Its not tribal I dont think hes good and he was rude to my gf"
X Link @nic__carter 2025-10-14T21:00Z 424.7K followers, XXX engagements

"here's a good galaxy research report on what's going on"
X Link @nic__carter 2025-10-09T20:34Z 424.8K followers, 9141 engagements

"everyone I know believes we have a few years max until the value of labor totally collapses and capital accretes to owners on a runaway loop - basically marx' worst nightmare/fantasy. this is the permanent underclass thing. and everyone I know subscribes to it"
X Link @nic__carter 2025-08-14T18:40Z 424.6K followers, 2.1M engagements

"@VSarphatip89490 Its called Situational Awareness LP"
X Link @nic__carter 2025-10-11T16:33Z 424.8K followers, 6771 engagements

"new from me on the 'stack: my response to this pro-CBDC anti-stablecoin opinion piece in the NYT"
X Link @nic__carter 2025-10-08T12:15Z 424.7K followers, 29.4K engagements

"if you use AI to write your tweets you are not ensouled"
X Link @nic__carter 2025-10-09T19:26Z 424.8K followers, 12.1K engagements

"Dont think Ive ever seen a flubbed interview question torch a campaign so quickly"
X Link @nic__carter 2025-10-08T15:34Z 424.7K followers, 49.3K engagements

"ChatGPT is a gift to law enforcement because people dont know how to google things any more. they are cognitively incapable of planning crimes without AI"
X Link @nic__carter 2025-10-08T17:53Z 424.7K followers, 21K engagements

"many of you need to read the canonical book on leftist political violence. it can get so much worse than this. yes things seem bad and are worsening but we are at a relative lull in leftoid political violence. from '70-'79 there were 2500+ attempted and successful bombings in the US with 1400 actual detonations. the main groups were the weather underground the black liberation army the symbionese liberation army FALN (puerto rico marxist separatists) macheteros (PR separatists) the united freedom front (marxist - anti-colonialists) M19CO (white marxists allied with BLA) NWLF (CA based"
X Link @nic__carter 2025-09-12T12:56Z 424.7K followers, 89.4K engagements

"reading if anyone builds it everyone dies at coupa cafe in palo alto but periodically shaking my head and frowning so the nearby VCs know i'm on their side"
X Link @nic__carter 2025-10-05T17:54Z 424.8K followers, 16.6K engagements

"leo was a reseacher on the openai superalignment team before he was fired in april 2024 (and before that he worked at FTX of all places). in june 2024 he published an astonishing essay on AI called "Situational Awareness: The Decade Ahead""
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 73K engagements

"If I ever hear about Candace Owens or Nick Fuentes again Im roping"
X Link @nic__carter 2025-10-09T14:45Z 424.7K followers, 27.6K engagements

"in the 165-page essay (really more of a book) he predicts that we will obtain recursively self-improving AI by 2027 leading to an intelligence implosion & AGI. he thinks AI will become a matter of national security and that the US has no choice but to beat China. he thinks we will have full-fledged agents in 2026. he thinks AI efforts will and should be nationalized. he thinks we will build trillion-dollar datacenters before the decade is out. he thinks AI will use 20%+ of US electricity by 2030. a lot of his analysis is based on simply extrapolating straight lines into the future (compute"
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 73.6K engagements

"things are rapidly accelerating out of control"
X Link @nic__carter 2025-09-10T18:51Z 424.7K followers, 251.5K engagements

"@zoomerfied Right into the sovereign bitcoin reserve"
X Link @nic__carter 2025-10-14T14:47Z 424.7K followers, 9968 engagements

"for our next industry plant let's do a timothee chalamet cheekbones having zoomer twink who sings accessible generic sadboi pop. and he will be named. sombr"
X Link @nic__carter 2025-09-08T16:07Z 424.8K followers, 12.2K engagements

"@web4O Might accidentally put the blood in the keurig or the coffee in the blood thing"
X Link @nic__carter 2025-10-10T23:56Z 424.6K followers, XXX engagements

"what I like about Leo is he's doing everything in public. he wrote down his view and then with no money management expertise raised a fund and put capital behind his convictions. compare this with the "AI bubble" callers. how many of them are actually net short AI how many raised a fund to short AI I can't name one. writing down your views is one thing but putting you entire net worth and staking your entire reputation on the trade is another. it was "obvious" at the time that post ChatGPT release in nov 2022 that AI would be a huge theme but how many people actually acted on this personally"
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 49.8K engagements

"Mmers not mming Bigger wicks down than 2020 Exchange dislocation Appchains going down Hyperilliquid Future of France baby"
X Link @nic__carter 2025-10-10T23:21Z 424.7K followers, 33K engagements

"Nikita Bier has to go"
X Link @nic__carter 2025-10-14T15:22Z 424.7K followers, 64.5K engagements

"something i noticed recently. ETH + TRON stablecoin duopoly went from XXX% market share in 2021 to XX% today. stables on non-ETH/TRON L1s are up to $43b now"
X Link @nic__carter 2025-10-07T13:33Z 424.8K followers, 37.1K engagements

"Until judicial immunity is waived and judges can face consequences for their decisions the status quo will persist"
X Link @nic__carter 2025-09-08T13:13Z 424.7K followers, 67.2K engagements

"@tloriato_ @Uniswap @Bancor dydx chain is just straight up down"
X Link @nic__carter 2025-10-10T23:40Z 424.8K followers, 1236 engagements

"@NunoSempere they've poured the foundations on X more of those clover buildings since this pic"
X Link @nic__carter 2025-10-12T01:11Z 424.7K followers, 1841 engagements

"the fact that there are missiles that launch into space reach 10k mph and there are other missiles that compute an intercept and destroy them through kinetic impact still in literal space is completely mindblowing"
X Link @nic__carter 2025-06-15T21:54Z 424.7K followers, 50.4K engagements

"as I was saying"
X Link @nic__carter 2025-10-10T21:00Z 424.7K followers, 25.8K engagements

"the paramount no PPV deal is the best thing that's happened to the UFC in years. no one wants to pay for ESPN+ and then an extra $XX to watch marvin vettori headline a main event at 2am ET"
X Link @nic__carter 2025-08-11T23:33Z 424.7K followers, 19.2K engagements

"remember situational awareness the big long manifesto on AI that was super hot for a while. I found their 13F filing today and they have a ton of cash and unsurprisingly they're in $CRWV ($105m position) $CORZ $IREN. very interesting portfolio"
X Link @nic__carter 2025-05-19T22:18Z 424.6K followers, 101.1K engagements

"Im a 3x investor in this company. Biggest angel check for me by a mile. Genuinely world changing tech if they can get there"
X Link @nic__carter 2025-10-10T13:24Z 424.7K followers, 84.8K engagements

"notably he had a huge intel call position in the fund. intel ordinarily a sleep stock skyrocketed in september when it emerged that the US government would take a stake in the company. some of his other positions absolutely printed: - IREN: 6x YTD - CRWV: 3.5x YTD - APLD: 4.3x YTD we don't specifically know his returns since we are guessing based on his 13Fs and Intel strike prices but I would guess his AUM is well over $2b today and I believe he is up over XXX% in 2025 so far. most likely one of the best performing HFs on the planet this year especially the scale he's operating at"
X Link @nic__carter 2025-10-11T15:18Z 424.7K followers, 43.8K engagements

"@villigm More 3rd world immigration earlier retirement age more labor friendly and capital hostile policies more regulations and higher taxes should do the trick"
X Link @nic__carter 2025-10-04T00:10Z 424.8K followers, 48.1K engagements

"guys it's over. bitcoin has been officially debunked. there's no coming back from this"
X Link @nic__carter 2025-05-14T18:49Z 424.8K followers, 232K engagements

"The online right has completely lost its marbles"
X Link @nic__carter 2025-10-09T14:44Z 424.7K followers, 414.3K engagements

"monetary jumpscare"
X Link @nic__carter 2025-10-09T23:36Z 424.7K followers, 38.5K engagements

"Senator Cynthia Lummis in a recent speech asking for more investigatory powers into the Fed: "Look what happened in the way banks were supervised in the last X years. Chokepoint XXX brought about a government-caused failure of two banks Signature and Silvergate. Those banks were not insolvent. They Federal Reserve and the FDIC pushed them into insolvency because they didn't like their customers. That was it. They didn't like that banks were providing banking services to digital asset companies to Melania Trump to the children of the now-president. They targeted those people. They debanked"
X Link @nic__carter 2025-08-01T21:05Z 424.6K followers, 51.7K engagements

"everyone's talking about the AI capex bubble but no one's talking about the quantum minibubble"
X Link @nic__carter 2025-10-08T17:48Z 424.8K followers, 23.8K engagements

"Max pain is 20b in liqs and a full retrace"
X Link @nic__carter 2025-10-13T02:12Z 424.7K followers, 58.4K engagements