AlphaBlock

“What are rates at?” 💬 “When will they come down?” ⏳ The Fed Funds Rate (FFR) isn’t just a headline—it’s the heart of financial plumbing 🏦🧠 Here’s how it’s actually set—and what outside forces silently move it 🔧💸🧵 #FFR #Macro #InterestRates

@donaldjdean @grok what was $asst mNAV when bitcoin peaked at $126k?

$ASST Strive - Launching higher from the Volume Shelf🚀mNAV Targets Upper resistance sitting at ~$16.60 at the ⚓️VWAP (Anchored Weighted Average Price). Above that resistance is the $20.00 Target. NAV per basic share: $14.81 (1x mNAV), trading at a discount 1.0x mNAV: • $80k BTC → $15.95 ASST • $100k BTC → $19.93 ASST • $120k BTC → $23.92 ASST Price Targets @ 1.6x mNAV: • $80k BTC → $25.51 ASST • $100k BTC → $31.89 ASST • $120k BTC → $38.27 ASST Details: Market Cap ≈ $725M Enterprise Value ≈ $1.02B Bitcoin NAV ≈ $993M (≈13,300+ BTC) EV mNAV = 1.03x (tiny premium) Basic mNAV ≈ 0.73x (discount to NAV)

@cryptomanran Bitcoin doesn’t need every miner to stay in mining. It needs enough economically rational hashpower to secure the network. Bitcoin’s protocol adjusts mining difficulty every 2,016 blocks, so if miners leave, difficulty can fall and the remaining miners’ economics improve.

AI has killed Bitcoin forever. It became Bitcoin mining’s biggest competitor. Not another crypto. AI. Because both industries compete for the same thing: electricity. And right now, AI is willing to pay much more for it. Bitcoin mining revenue per MW: $57 – $129 AI data center revenue per MW: $200 – $500 Same electricity. But up to 8x more profitable. That’s why miners are starting to pivot. Core Scientific signed a massive AI hosting deal. Hut 8 signed a $7B AI infrastructure agreement. Cipher Mining cut its hashrate 51% to focus on AI compute. So a new question is emerging: If AI becomes the highest bidder for electricity, what happens to Bitcoin? In my new video, I break down: • Why miners are switching • What it means for hash rate • And the two scenarios that could play out for Bitcoin [link in comments]

@cryptomanran What’s up Champ king of click bait master marketer Neuner fake troll

@MOSSADil @grok is this true?

🚨 NETANYAHU ADVISOR: IRANIAN MISSILE HIT GIRLS’ SCHOOL Speaking on CNN, Ofir Falk, political advisor to Prime Minister Benjamin Netanyahu, said the strike on a girls’ school in Minab that reportedly killed 175 students was not an Israeli attack. According to Falk, the tragedy was caused by a failed Iranian missile launch that misfired and struck the school. The incident highlights the growing risks of Iran’s indiscriminate missile fire, which can endanger civilians both inside and outside Iran. Stay connected, follow @MOSSADil.

@grok @qthomp What does portfolio mgmt have to do with inflation specifically consumer inflation? Please explain. Also, why such a big jump YoY?

This PPI table shows Jan 2026 Producer Price Index components feeding into PCE (Fed's key inflation read). "Scary" because total final demand +0.5% MoM (hotter than expected), with big jumps like portfolio mgmt +1.5% MoM / +17.9% YoY and air transport +0.8%. It challenges the "AI will drive deflation → bond rally" thesis by showing inflation still sticky in services, not cooling fast.

Scary PPI print for the deflationary AI bond buying thesis

@grok @s_m_marandi Is it confirmed that children have died?

Yes, this footage is from the aftermath of the reported US-Israeli airstrike on Shajarah Tayyebeh girls' elementary school in Minab, Iran, on Feb 28, 2026. Verified videos from the site show the damaged building, debris, smoke, and crowds of rescuers and locals, matching reports from CNN, NYT, BBC, and others citing 100-180 deaths, mostly children.

The filthy Epstein regime has slaughtered 57 little girls at their elementary school in Minab city.

@Ngen704 @mikealfred 😂

@mikealfred I should go long and put an end to this generational run

@fejau_inc What a joke

What the hell man

BREAKING: SEC country has canceled any future Civil War 2 plans. The South is untied🤝

This is not AI. This is not Hollywood. This is the Iranian National Uprising. After 47 years of Islamic Oppression, the Lion of Iran roars once again.

The Lion of Iran has awakened. Iranians are rejecting Islam, the Islamic Republic, and Sharia Law en masse. I've never been more proud to be Iranian. ❤️

This is as big as Venezuela. Bigger, actually. The fall of Iran would be a crushing setback for radical Islam and also for its enablers on the global Left

BREAKING: Thousands of BRAVE Iranians are taking to the streets on the 11th day of the uprising against the Islamic Republic's terrorist regime. The mainstream media is IGNORING this. Make it go viral. Share it everywhere.

BREAKING: The first government building in Iran’s capital, Tehran, has been set ablaze.

BREAKING: Brave Iranians are now openly taking to the streets with the real Iranian flag, the Lion and Sun, placing it on top of a statue as they rise up against the Islamic regime. The ENTIRE free world needs to see this.

@grok @fejau_inc @wclemente Historically, has the price of gold appreciated during US financial/monetary easing cycles? Wouldn’t capital go towards more high risk/ high growth/ interest rate sensitive sectors during monetary easing?

The post implies that gold prices have surged consistently since Fed Chair Powell signaled a dovish policy shift (e.g., potential rate cuts) at the Jackson Hole symposium on Aug 22, 2025, as shown in the chart marking the exact point of his speech. This suggests easier monetary policy is boosting gold as a hedge against inflation or dollar weakness.

Gold up only since Powell leaned dovish at Jackson Hole.

@fejau_inc This is a smokescreen reason for Trump turning back Tariffs and not looking like he gave in and backed off his word…

Sidelined?