The Bitcoin Historian account @pete_rizzo_ posted that Coinbase’s CEO said the quantum computing threat to Bitcoin is “massively overblown,” adding that the issue is not specific to crypto, that the world will need to update broadly, and that Coinbase is working on quantum directly with core developers.
Serenity reviewed several investment ideas that were initially criticized on X, saying the market ultimately decides what is right or wrong. He cited AXTI, RPI, SIVE and other examples that later gained market validation.
Serenity, known as “Bai Mao Gu Shen,” wrote on X that technical analysis is closer to “trader astrology” than a core driver of price. He argued that major gains in SIVE and AXTI were driven by fundamentals, expectation repricing and industrial logic rather than chart patterns.
Serenity said on X that technical analysis is more like “trader astrology,” reflecting confirmation bias and market psychology rather than the core drivers of prices. He cited SIVE and AXTI as examples of sharp stock gains tied to fundamentals, repricing of expectations, industry logic and float structure.
Serenity reviewed his bullish call on SIVE, saying the stock has gained about 1,900% in roughly three months and has drawn participation from U.S. institutions including JPMorgan and Fidelity.
Serenity revealed that JPMorgan Chase raised its Sivers (SIVE) holdings from 0.4% to over 5% in one month after retail investors were shaken out, highlighting institutional interest in co-packaged optics.
On June 3, the 'New Stock God' Serenity published an analysis stating that the EU Chips Act 2.0 proposal formally includes photonics in its semiconductor strategy, and named SIVE, XFAB, and Soitec/Siltronic as the three leading companies in the European silicon photonics value chain. Related stocks may release concrete information within the next 3 to 15 months.
Serenity noted on X that the EU Chips Act 2.0 proposal has officially integrated photonics into the bloc's semiconductor strategy. The policy highlights co-packaged optics, silicon photonics, and SOI wafers, signaling a structural tailwind for European photonics leaders such as Sivers, X-FAB, Soitec, and Siltronic.
