TheSkintInvestor

Thread: Why #Bitcoin, #Energy, & #AI are interconnected, and why I'm bullish on all three as investments in 2025:

@BonannoDavid You’ve got another follower good sir 🫡

I’m not doing this X thing correctly. I’m the CFO of a company that just announced the largest crypto M&A deal in history, I posted about it, then reposted my own posts and somehow I only gained one follower this week…. Can someone tell me what I’m doing wrong?

@SuiGkim 👏👏 Will it be released to UK users soon?

Got on the waiting list! Slush Card!

He definitely did. He was a top-level director at Facebook and spent a decade at Apple before that. He’s not a crypto-native founder who just appeared out of nowhere. The man is an engineering heavyweight who put in 20+ years at the biggest tech companies on earth. He’s earned it.

You staked your coins He bought a $37M house Thanks for playing nigga 😹🫵

🏁 Let's settle the finality debate once and for all We ranked Layer 1 blockchains by finality time Speed claims are everywhere, but Chainspect tracks the entire market to show who actually settles transactions the fastest 📊 chainspect.app/dashboard?orde…

@LiquidiumFi sui:native

POLL TIME: What asset should we add next? Curious what people would actually use. Comment if your favorite asset isn't listed!

"Four quadrillion is a lot of settlements that go in...so we need, we need scalability here on the chains. And Solana is one of the more scalable chains that are out there." -@nchakar, Global Head of @The_DTCC Digital Assets

@dollar_mara $MARA playing the long game. It will bring better returns but patience is key

Every single datacenter stock is crushing it today besides $MARA who just went red a bit ago and refuses to break 12 What did I do wrong in life to deserve this Might be time to diversify out of this one, the manipulation is making the juice not worth the squeeze

$SUI futures are officially LIVE on @CMEGroup. Millions now have direct, regulated access to Sui and its ecosystem.

@PierreSamaties @ajki76 internet-computer:native

May the 4th be with you!

@simonyemane Villa have been shocking, I wouldn’t get too excited

We’ve actually looked like a team with a proper football philosophy so far in this game.

Key Events This Week: 1. March JOLTS Job Openings data - Tuesday 2. April ISM Non-Manufacturing PMI data - Tuesday 3. April ADP Nonfarm Employment data - Wednesday 4. April Jobs Report - Friday 5. Total of 11 Fed speaker events this week 6. ~20% of S&P 500 companies report earnings The labor market is in the spotlight.

@SenWarren @JetBlue @SpiritAirlines @JusticeATR @USDOT Disgraceful outcome. Sorry to everyone who has lost their job/ cancelled flights etc

I've warned for months that a @JetBlue-@SpiritAirlines merger would have led to fewer flights and higher fares. @JusticeATR and @USDOT were right to stand up for consumers and fight against runaway airline consolidation. This is a Biden win for flyers! apnews.com/article/jetblu…

You were taught crypto very poorly. Public blockchains are global supercomputers. Anyone anywhere in the world can run a program on them and anyone in the world can use the program. Bitcoin supercomputer only runs the Bitcoin ledger. Solana supercomputer can run any Rust program. SUI supercomputer can run any Move program. Ethereum supercomputer can run any Solidity program. The supercomputers are constructed as a distributed set of nodes all around the world and are connected via physical networks to act as one. To stop the supercomputer you have to stop all the nodes all around the world. To run programs on the supercomputers requires gas tokens or "native" tokens to the particular supercomputer. To use the programs the user requires these tokens. These tokens are public and can be used as currency on the supercomputers. Examples of "native execution network" tokens are $BTC, $SOL, $SUI, $ETH. Note: No different from running a AI LLM supercomputers which also requires tokens to run but LLM tokens are not yet tradable or public and represent one word of a AI query. Bitcoin does not have the ability to run arbitrary programs, it only runs the Bitcoin ledger. This means it is not an "execution network". An "execution network" can run arbitrary programs that represent functionality or other token ledgers. Solana, SUI and Ethereum are examples of "execution networks" and are typically called Layer 1 execution networks because they can execute user programs. Now understand all other "tokens" or "crypto" are just programs running on one of these "execution network" supercomputers. StableCoin like USDC or USDT are just programs running on each of the supercomputers. Defi applications and DEX's are just programs running on the supercomputers. Meme coins are just programs running on an "execution network". Anyone can run a program and anyone can use the program. Now you can imagine how these global supercomputers that store and run programs will be used by everyone, institutions and governments will run everything on them and an entire agentic infrastructure will use them. Start to learn what crypto really is. Understand you were PURPOSEFULLY taught it incorrectly. You were the early testers of the supercomputers. Everything we see in crypto today can be thought of as a test. Together with AI these supercomputers will run the world.

@dollar_mara It’s coming soon $MARA

Now $MARA just needs to announce a tenant and its off to the races

Fully agree on the tech. SUI’s object-centric model with local sharding + parallel execution is legitimately best-in-class for scalable L1s. But the centralization risk on tokenomics is overstated and ignores how the design actually drives gradual, sustainable decentralization: 1. Unlocks are small, predictable, and already distributing ownership. ~39.5% of the 10B supply is circulating today (~3.96B SUI). Tomorrow’s May 1 unlock is just 42.6M SUI (~1.08% of circulating supply, ~$38-40M). It goes to Community Reserve, Series B, early contributors, and Mysten Labs Treasury. These monthly ~1% steps have been absorbed cleanly for months and recipients sell some, the market buys, and more SUI flows to retail & independent stakers. That’s the opposite of a locked-up insider dump. 2. The 52% “unallocated” post-2030 reserve isn’t hidden founder control. It’s the Sui Foundation’s strategic treasury (explicitly stated in official token schedule). Purpose: grants, ecosystem incentives, builder support deployed based on network needs to avoid short-termism that kills most chains. No cliff dump planned; it’s flexibility for long-term growth, not personal bags. Tokens are custodied transparently (BitGo, Anchorage, Coinbase Prime). 3. Staking locked tokens = alignment, not capture. High overall staking (~62-75% of eligible supply) across 120+ validators shows real commitment. Insiders staking their vested/locked allocations earns rewards for the network while they can’t sell. As circulating supply grows and public delegates to independent validators, influence naturally shifts. 4. Built-in deflation + usage flywheel. Gas + storage fees fund the Storage Fund (never distributed, only staked for rewards) and burn mechanisms kick in harder with real adoption. More activity = less net supply pressure over time. Tokenomics aren’t “perfectly decentralized Day 1” and no major L1 ever was. SUI’s model bootstraps a high-performance chain while releasing supply into the market in controlled steps. The path to broader ownership is already happening through unlocks, open staking, and growing usage. Tech this strong + economics that reward long-term holders > theoretical purity. Let the chain scale and the decentralization will follow. What am I missing?​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ sui:native #SUI

1/16) SUI has a great design, except for its token economics: SUI claims to have a capped supply of 10B, with 52% being "unallocated" till 2030 The problem is that over 7B SUI is being staked right now! Over 84% of the staked supply is held by founders! SUI is centralized: 🧵

MARA expands its AI infrastructure pipeline by entering into an agreement to acquire Long Ridge Energy & Power, which owns, among other assets, a highly efficient 505 MW nameplate CCGT power plant and over 1,600 contiguous acres in one of the world’s largest AI and data center infrastructure markets. Read the full release: ir.mara.com/news-events/pr…

$MARA fam, Yesterday MARA dropped the MARA Foundation at Bitcoin 2026, a shiny new effort pouring resources into Bitcoin security (quantum resistance anyone?), open-source dev, self-custody tools, policy advocacy, and education. They’re even letting the community vote on a $100K grant to three nonprofits. Sounds noble, right? Let’s be real for a second. To a lot of us pure investors, this smells like a terrible idea. Why? • We’re a public company with a stock price, debt, and massive capex in mining + AI/HPC. Every dollar spent on “community” initiatives is a dollar not going to buy more Bitcoin, expand hash rate, pay down notes, or return capital to shareholders. • It feels like mission creep. MARA’s job is to generate returns by turning cheap energy into BTC and now AI compute and not play philanthropist or conference darling. • Short-term optics: markets hate distraction, and we’ve already seen the stock take a hit on the news. Why risk dilution of focus when Bitcoin volatility is already punishing enough? Fair criticism. If you’re laser-focused on next-quarter EPS or near-term stock pops, this looks like classic corporate virtue-signaling that destroys shareholder value. But zoom out this is actually one of the smartest long-term moves MARA could make for its own bottom line and for the entire Bitcoin community. Here’s why it will pay off massively: For MARA (your investment): • Stronger Bitcoin = stronger MARA. We are one of the largest Bitcoin miners and holders. Anything that makes the network more secure (quantum-proofing), more developer-friendly (open-source), more accessible (self-custody + education), and more politically protected (policy work) directly boosts BTC’s value, adoption, and hash-rate demand. Higher BTC price and network health = higher mining margins and treasury value for us. • Brand & talent magnet. Being seen as a genuine steward of Bitcoin (not just a profit-extractor) attracts top developers, miners, and institutional partners. It differentiates us from pure-play miners who do zero ecosystem support. • Regulatory & policy upside. Investing in advocacy now can shape friendlier rules on energy, crypto, and mining, potentially saving us billions in future compliance costs or taxes. • Negligible cost, huge leverage. $100K is peanuts. The real value is the signal: MARA is all-in on Bitcoin’s future, which de-risks our entire business model long-term. For the Bitcoin community (which we all live in). • Real infrastructure gets built: community networks in underserved regions, better mining tools, multilingual education, and actual research against existential threats like quantum computing. • Broader adoption and resilience = Bitcoin becomes harder to kill or regulate away, exactly what we need for the next decade of growth. • Community ownership: the vote mechanism turns this into a shared effort, not top-down corporate PR. Bottom line: Yes, on the surface these initiatives look like a terrible distraction from pure profit maximization. But for a Bitcoin-native company like MARA, supporting the network that feeds us is the ultimate long-term alpha. This isn’t charity, it’s strategic ecosystem investment that compounds our own success. What do you think? Terrible waste of shareholder money… or the kind of forward-thinking that separates survivors from has-beens in this space? Drop your take below. Let’s discuss like adults. #MARA #Bitcoin #MARAFoundation #AI #HPC #BTC

@SolanaFndn @anza_xyz @jump_firedancer Great work @Algorand

A new report on Solana’s quantum readiness is here, from @anza_xyz and @jump_firedancer. TLDR: Quantum is still years away, and if and when it materializes, the work to migrate Solana is well-researched, understood, and ready to deploy as described below.

@IOHK_Charles @WalrusProtocol This is awesome!!

I would love to host a space with you guys to get to know more about your protocol and introduce it to the Cardano ecosystem @WalrusProtocol