Banana Rat
@thebananarat.bsky.social
Simplifying complex topics like the Metaverse & Web 3, RTFKT Verified Creator, AI Artist @Blaise_MV 🇨🇦 Speaker. @MaritimeVintage http://linktr.ee/theBananaRat
Pinned
Banana Rat
@thebananarat.bsky.social
· Jan 7
“Nvidia = Everything Everywhere All at Once”.
-🍌🐀
The🍌🐀has spoken.
-🍌🐀
The🍌🐀has spoken.
The Tesla argument is dangerous. If we ignore safety tech, real people pay the price.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
December 21, 2025 at 4:36 PM
The Tesla argument is dangerous. If we ignore safety tech, real people pay the price.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
The Tesla argument is dangerous. If we ignore safety tech, real people pay the price.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
December 18, 2025 at 3:12 PM
The Tesla argument is dangerous. If we ignore safety tech, real people pay the price.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
Full sensor fusion — lidar, radar, vision, thermal — saves lives. That’s not opinion, it’s engineering.
We should be pushing for more redundancy, not less.
The 🍌🐀 has spoken.
Blockchains will fade into the background.
The winners won’t sell “NFTs” — they’ll sell brands, stories, and daily engagement.
Active users > hype.
Storytelling > speculation.
Anyone still selling NFTs as the product is going to fail.
The 🍌🐀 has spoken.
The winners won’t sell “NFTs” — they’ll sell brands, stories, and daily engagement.
Active users > hype.
Storytelling > speculation.
Anyone still selling NFTs as the product is going to fail.
The 🍌🐀 has spoken.
December 13, 2025 at 10:14 PM
Blockchains will fade into the background.
The winners won’t sell “NFTs” — they’ll sell brands, stories, and daily engagement.
Active users > hype.
Storytelling > speculation.
Anyone still selling NFTs as the product is going to fail.
The 🍌🐀 has spoken.
The winners won’t sell “NFTs” — they’ll sell brands, stories, and daily engagement.
Active users > hype.
Storytelling > speculation.
Anyone still selling NFTs as the product is going to fail.
The 🍌🐀 has spoken.
Only way universal basic income works is if the ultra rich get taxed massively higher
& we all know that’s not what Musk is thinking.
His worldview assumes the ultra-rich remain insulated…
& the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken
& we all know that’s not what Musk is thinking.
His worldview assumes the ultra-rich remain insulated…
& the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken
December 9, 2025 at 10:16 PM
Only way universal basic income works is if the ultra rich get taxed massively higher
& we all know that’s not what Musk is thinking.
His worldview assumes the ultra-rich remain insulated…
& the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken
& we all know that’s not what Musk is thinking.
His worldview assumes the ultra-rich remain insulated…
& the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken
Only way any of this works is if billionaires get taxed massively higher — and we both know that’s not what Musk is thinking.
His worldview assumes the ultra-rich remain insulated…
and the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken.
His worldview assumes the ultra-rich remain insulated…
and the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken.
December 9, 2025 at 1:15 PM
Only way any of this works is if billionaires get taxed massively higher — and we both know that’s not what Musk is thinking.
His worldview assumes the ultra-rich remain insulated…
and the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken.
His worldview assumes the ultra-rich remain insulated…
and the bottom 80% get left behind.
That’s not a future.
That’s a warning.
The 🍌🐀 has spoken.
Funny how Elon Musk talks nonstop about universal income…
but I don’t see him volunteering to fund any of it.
He’s full of 💩 — all rhetoric, no responsibility.
The 🍌🐀 has spoken.
but I don’t see him volunteering to fund any of it.
He’s full of 💩 — all rhetoric, no responsibility.
The 🍌🐀 has spoken.
December 8, 2025 at 5:41 PM
Funny how Elon Musk talks nonstop about universal income…
but I don’t see him volunteering to fund any of it.
He’s full of 💩 — all rhetoric, no responsibility.
The 🍌🐀 has spoken.
but I don’t see him volunteering to fund any of it.
He’s full of 💩 — all rhetoric, no responsibility.
The 🍌🐀 has spoken.
MicroStrategy's Real Model:
How to Actually Value MSTR in 2025
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
How to Actually Value MSTR in 2025
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
MicroStrategy’s Real Model: How to Actually Value MSTR in 2025/2026
⚡ MicroStrategy’s Real Model: How to Actually Value MSTR in 2025
open.substack.com
December 1, 2025 at 11:53 PM
MicroStrategy's Real Model:
How to Actually Value MSTR in 2025
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
How to Actually Value MSTR in 2025
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
👑 “Nvidia Didn’t Just Win. They Took Tesla Hostage.” -🍌🐀
The🍌🐀breaks it down. 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
The🍌🐀breaks it down. 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Banana Rat (@bananarat)
👑 “Nvidia Didn’t Just Win. They Took Tesla Hostage.” -🍌🐀
As of late 2025, Tesla’s AI stack is more dependent on Nvidia than ever.
Tesla’s in-house Dojo project has been cancelled and the core team...
substack.com
November 30, 2025 at 1:08 PM
👑 “Nvidia Didn’t Just Win. They Took Tesla Hostage.” -🍌🐀
The🍌🐀breaks it down. 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
The🍌🐀breaks it down. 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
MicroStrategy's Real Model:
How to Actually Value MSTR in 2025/2026
BANANA RAT'S SUBSTACK
A Sharper, Data-Driven Framework for Investors
By The Banana Rat
open.substack.com/pub/bananara...
The🍌🐀has spoken.
How to Actually Value MSTR in 2025/2026
BANANA RAT'S SUBSTACK
A Sharper, Data-Driven Framework for Investors
By The Banana Rat
open.substack.com/pub/bananara...
The🍌🐀has spoken.
MicroStrategy’s Real Model: How to Actually Value MSTR in 2025/2026
⚡ MicroStrategy’s Real Model: How to Actually Value MSTR in 2025
open.substack.com
November 26, 2025 at 1:29 PM
MicroStrategy's Real Model:
How to Actually Value MSTR in 2025/2026
BANANA RAT'S SUBSTACK
A Sharper, Data-Driven Framework for Investors
By The Banana Rat
open.substack.com/pub/bananara...
The🍌🐀has spoken.
How to Actually Value MSTR in 2025/2026
BANANA RAT'S SUBSTACK
A Sharper, Data-Driven Framework for Investors
By The Banana Rat
open.substack.com/pub/bananara...
The🍌🐀has spoken.
The Hidden Plumbing of Bitcoin: How ETF Outflows Really Move the Price, by @TheBananaRat
open.substack.com/pub/bananara...
The🍌🐀has spoken.
open.substack.com/pub/bananara...
The🍌🐀has spoken.
The Hidden Plumbing of Bitcoin: How ETF Outflows Really Move the Price
Why Bitcoin Drops So Fast When Money Leaves the ETFs
open.substack.com
November 25, 2025 at 11:09 PM
The Hidden Plumbing of Bitcoin: How ETF Outflows Really Move the Price, by @TheBananaRat
open.substack.com/pub/bananara...
The🍌🐀has spoken.
open.substack.com/pub/bananara...
The🍌🐀has spoken.
Stay frosty folks...Hidden Cockroaches
Are making themselves known!
Private credit’s booming — until it isn’t.
Behind the glossy “yield” pitch:
🪳 Rising defaults
🪳 Downgrades
🪳 Phantom liquidity
When liquidity dries up, the cockroaches come out.
The🍌🐀has spoken.
Are making themselves known!
Private credit’s booming — until it isn’t.
Behind the glossy “yield” pitch:
🪳 Rising defaults
🪳 Downgrades
🪳 Phantom liquidity
When liquidity dries up, the cockroaches come out.
The🍌🐀has spoken.
November 22, 2025 at 10:15 PM
Stay frosty folks...Hidden Cockroaches
Are making themselves known!
Private credit’s booming — until it isn’t.
Behind the glossy “yield” pitch:
🪳 Rising defaults
🪳 Downgrades
🪳 Phantom liquidity
When liquidity dries up, the cockroaches come out.
The🍌🐀has spoken.
Are making themselves known!
Private credit’s booming — until it isn’t.
Behind the glossy “yield” pitch:
🪳 Rising defaults
🪳 Downgrades
🪳 Phantom liquidity
When liquidity dries up, the cockroaches come out.
The🍌🐀has spoken.
"The reason offline conversations feel better is simple: no algorithm is trying to radicalize you for revenue.” -🍌🐀
The 🍌🐀has spoken.
The 🍌🐀has spoken.
November 21, 2025 at 10:11 PM
"The reason offline conversations feel better is simple: no algorithm is trying to radicalize you for revenue.” -🍌🐀
The 🍌🐀has spoken.
The 🍌🐀has spoken.
🔥 The New Age of AI Social Platforms Begins...
OpenAI just rolled out group chats — 20 humans + 1 GPT-5.1 Auto that knows when to talk and when to chill. Chat GPT Collaboration just became a new social platform.
The 🍌🐀 has entered the chat.
OpenAI just rolled out group chats — 20 humans + 1 GPT-5.1 Auto that knows when to talk and when to chill. Chat GPT Collaboration just became a new social platform.
The 🍌🐀 has entered the chat.
November 20, 2025 at 11:57 PM
🔥 The New Age of AI Social Platforms Begins...
OpenAI just rolled out group chats — 20 humans + 1 GPT-5.1 Auto that knows when to talk and when to chill. Chat GPT Collaboration just became a new social platform.
The 🍌🐀 has entered the chat.
OpenAI just rolled out group chats — 20 humans + 1 GPT-5.1 Auto that knows when to talk and when to chill. Chat GPT Collaboration just became a new social platform.
The 🍌🐀 has entered the chat.
MicroStrategy's Real Model:
How to Actually Value MSTR in 2025/26
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
The🍌🐀has spoken.
How to Actually Value MSTR in 2025/26
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
The🍌🐀has spoken.
MicroStrategy’s Real Model: How to Actually Value MSTR in 2025/2026
⚡ MicroStrategy’s Real Model: How to Actually Value MSTR in 2025
open.substack.com
November 20, 2025 at 10:14 PM
MicroStrategy's Real Model:
How to Actually Value MSTR in 2025/26
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
The🍌🐀has spoken.
How to Actually Value MSTR in 2025/26
A Sharper, Data-Driven Framework for Investors
By The Banana Rat 👇
open.substack.com/pub/bananara...
The🍌🐀has spoken.
IBM x Cisco just lit the fuse on the Quantum Internet.
They’re not building “a faster network.”
They’re building a planetary web of entangled quantum machines — the nervous system of the next era.
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
They’re not building “a faster network.”
They’re building a planetary web of entangled quantum machines — the nervous system of the next era.
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Banana Rat (@bananarat)
IBM x Cisco just lit the fuse on the Quantum Internet.
They’re not building “a faster network.”
They’re building a planetary web of entangled quantum machines — the nervous system of the next era....
substack.com
November 20, 2025 at 1:44 PM
IBM x Cisco just lit the fuse on the Quantum Internet.
They’re not building “a faster network.”
They’re building a planetary web of entangled quantum machines — the nervous system of the next era.
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
They’re not building “a faster network.”
They’re building a planetary web of entangled quantum machines — the nervous system of the next era.
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
🚀 SQL Server 2025 Just Dropped — And It’s an AI Engine Now
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Banana Rat (@bananarat)
🚀 SQL Server 2025 Just Dropped — And It’s an AI Engine Now
Microsoft [-2.70%] used Ignite to flip the script on what a database even is.
SQL Server 2025 arrives with:
Native vector data...
substack.com
November 19, 2025 at 1:32 PM
🚀 SQL Server 2025 Just Dropped — And It’s an AI Engine Now
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
🍌🐀 THE ANTIGRAVITY MOMENT
Google Just Quietly Rewrote Software Development.
On November 18, Google rolled out Antigravity. Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Google Just Quietly Rewrote Software Development.
On November 18, Google rolled out Antigravity. Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Banana Rat (@bananarat)
🍌🐀 THE ANTIGRAVITY MOMENT — Google Just Quietly Rewrote Software Development
Google didn’t just ship a new IDE.
They detonated the old one.
On November 18, Google rolled out Antigravity — a...
substack.com
November 19, 2025 at 1:19 PM
🍌🐀 THE ANTIGRAVITY MOMENT
Google Just Quietly Rewrote Software Development.
On November 18, Google rolled out Antigravity. Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
Google Just Quietly Rewrote Software Development.
On November 18, Google rolled out Antigravity. Learn more 👇
substack.com/@bananarat/n...
The🍌🐀has spoken.
BTQ just launched a GPU-accelerated QLEO platform with NVIDIA CUDA-Q support through its QPerfect division.
Built with Quobly & powered by the MIMIQ engine, it delivers massively faster quantum simulations.
The 🍌🐀 has spoken.
Built with Quobly & powered by the MIMIQ engine, it delivers massively faster quantum simulations.
The 🍌🐀 has spoken.
November 18, 2025 at 6:24 PM
BTQ just launched a GPU-accelerated QLEO platform with NVIDIA CUDA-Q support through its QPerfect division.
Built with Quobly & powered by the MIMIQ engine, it delivers massively faster quantum simulations.
The 🍌🐀 has spoken.
Built with Quobly & powered by the MIMIQ engine, it delivers massively faster quantum simulations.
The 🍌🐀 has spoken.
Buffett didn’t “get into tech.”
He did what he always does:
He waited for the world to chase hype…
…and bought the asset everyone should already be buying.
Alphabet isn’t hype.
Alphabet is infrastructure.
The 🍌🐀 has spoken.
He did what he always does:
He waited for the world to chase hype…
…and bought the asset everyone should already be buying.
Alphabet isn’t hype.
Alphabet is infrastructure.
The 🍌🐀 has spoken.
November 15, 2025 at 12:10 AM
Buffett didn’t “get into tech.”
He did what he always does:
He waited for the world to chase hype…
…and bought the asset everyone should already be buying.
Alphabet isn’t hype.
Alphabet is infrastructure.
The 🍌🐀 has spoken.
He did what he always does:
He waited for the world to chase hype…
…and bought the asset everyone should already be buying.
Alphabet isn’t hype.
Alphabet is infrastructure.
The 🍌🐀 has spoken.
A 50-year mortgage isn’t a win — it’s a time bomb. 💣
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
November 9, 2025 at 12:54 PM
A 50-year mortgage isn’t a win — it’s a time bomb. 💣
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
A 50-year mortgage isn’t a win — it’s a time bomb. 💣
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
November 9, 2025 at 12:53 PM
A 50-year mortgage isn’t a win — it’s a time bomb. 💣
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
It balloons interest, locks families into debt, and gambles on decades of calm that rarely exist.
Shorter terms build equity. Longer terms build risk. 🧵👇
The 🍌🐀 has spoken.
You think rates are high now? 📈
In 1981, they hit 20% under Volcker.
Even in 1989, they hovered around 8–9.5%.
We’ve seen pain before — and you haven’t seen anything yet. 💀
The 🍌🐀 has spoken.
In 1981, they hit 20% under Volcker.
Even in 1989, they hovered around 8–9.5%.
We’ve seen pain before — and you haven’t seen anything yet. 💀
The 🍌🐀 has spoken.
November 9, 2025 at 12:53 AM
You think rates are high now? 📈
In 1981, they hit 20% under Volcker.
Even in 1989, they hovered around 8–9.5%.
We’ve seen pain before — and you haven’t seen anything yet. 💀
The 🍌🐀 has spoken.
In 1981, they hit 20% under Volcker.
Even in 1989, they hovered around 8–9.5%.
We’ve seen pain before — and you haven’t seen anything yet. 💀
The 🍌🐀 has spoken.
“Nvidia = Everything Everywhere All at Once”.
-🍌🐀
The🍌🐀has spoken.
-🍌🐀
The🍌🐀has spoken.
November 9, 2025 at 12:42 AM
“Nvidia = Everything Everywhere All at Once”.
-🍌🐀
The🍌🐀has spoken.
-🍌🐀
The🍌🐀has spoken.
The🍌🐀has spoken. 👇
November 7, 2025 at 12:20 AM
The🍌🐀has spoken. 👇