Brian Johnson
138 posts
Okay is anyone else's skin burning way faster than normal in the UK right now?
It feels like the sun is far more intense...
Even my darker skinned friends are saying they are feeling a new intensity to the sun.
But it's only like 21 degrees Celsius...
It's weird.
English
@TheProjectUnity I’m afraid if you get taken down the quantum biology rabbit hole, it will take away from the fantastic work. You are doing currently.😉
English
@TheProjectUnity Sorry bro, love ur work, but I suggest looking into Dr Jack Kruse. Sunglasses affect melanocytes.
English
Sunglasses do not meaningfully interfere with your body’s sun-protection response. This is a very pseudoscientific claim that sunglasses cause skin burn.
Your body’s main “protection signal” comes from UV hitting your skin, not your eyes. Skin exposure to UV triggers Melanin production.
Light entering the eyes affects hormones via the brain (circadian rhythms, etc.) But this is not the dominant mechanism for regulating skin protection.
English
Bring back the good ol' Incandescent bulbs
— 100 CRI
— emits INFRARED
— minimal Blue Light
— Continuous Spectrum
— Naturally unpolarised light
— No Dirty Electricity (nnEMF)
— Warm 2700K Color temperature
— Minimal flicker (biologically safer)
— Light made by heat not electronics
Dr. Ammous@AmmousMD
In the study "Influence of Fluorescent Lights on Hyperactivity and Learning Disabilities" by John Ott. ADHD like behavior significantly improved when blue-heavy fluorescent lighting was replaced with full-spectrum light.
English
BREAKING: The people who literally produce Bitcoin are selling it. Not retail. Not governments. Not hedge funds. The miners. The entities closest to Bitcoin’s supply schedule, the ones who burn electricity to create the asset, are liquidating their treasuries to buy something else.
Marathon sold 15,133 Bitcoin between March 4 and March 25 for $1.1 billion per SEC filings. The proceeds went to repurchasing $1 billion of its own convertible notes at a 9 percent discount, capturing $88 million in savings while cutting debt by 30 percent. Marathon’s treasury dropped from 53,800 BTC to 38,689 BTC per CoinDesk. The company revised its treasury policy in early March to explicitly allow selling mined and held Bitcoin for the first time.
Core Scientific sold its entire treasury of 2,537 BTC in March per Coindoo, then secured a $500 million loan from Morgan Stanley to build AI data centres. Analysts expect 71 percent of its revenue to come from AI and high-performance computing by year-end.
Bitdeer liquidated its entire treasury to zero in February per CoinShares.
IREN exited Bitcoin reserves entirely and announced $3.6 billion for AI expansion with 23,000 NVIDIA GPUs deployed and a Microsoft contract per Coindoo.
Riot sold 1,818 BTC in December 2025 and 383 BTC in November per CoinShares. Holdings dropped to 18,005 BTC.
Collective public miner sales exceed 15,000 BTC from peak levels per CoinShares Q1 2026.
Here is the trans-domain connection nobody else has drawn.
Iran bombed Qatar’s Ras Laffan gas complex. Energy prices spiked 30 to 45 percent. Bitcoin mining margins collapsed to $57 to $129 per megawatt. AI data centre colocation pays $200 to $500 per megawatt. The war that was supposed to make Bitcoin a safe-haven asset is simultaneously destroying the economics of producing it. The same energy shock that drives the risk-off narrative driving BTC price upward is crushing the miners who create the supply.
And the miners are not buying gold with the proceeds. They are buying GPU clusters. They are signing 12-year contracts with CoreWeave worth $10.2 billion. They are leasing 15-year campus deals with Hut 8 worth $7 billion. They are building the physical infrastructure of artificial intelligence with the cash they raised by selling the hardest money on earth.
The producers of Bitcoin have found something they consider harder than Bitcoin: compute.
Meanwhile, Strategy added roughly 15,000 BTC in Q1 2026, taking total holdings above 500,000 per its filings. BlackRock’s IBIT ETF absorbed $1.9 billion in net inflows in March per Bloomberg. Fidelity and Ark added another $900 million combined. The miners are selling. The institutions are buying. The difficulty adjustment is rewarding the pure-play survivors. And the network’s security is narrowing to a smaller set of dedicated operators.
This is Bitcoin’s most profound stress test since the halving. The entities that create the asset are voting with their balance sheets that superior alternative yields exist right now. The entities that accumulate it are voting that its scarcity premium survives. Both sides are rational. Both are responding to the same energy shock, the same halving math, the same AI boom.
One side produces Bitcoin. The other side collects it. The war between the producers and the collectors will determine whether Bitcoin’s monetary properties survive the decade in which artificial intelligence became the superior use of electricity.
open.substack.com/pub/shanakaans…
English
@halstonvalencia Easily the worst decision Trump has made in either term. He's cooked. Iran just keeps the straight closed and world energy markets are screwed. No one is capable of forcing Iran to open straight. The bulk of their hypersonic(can't be intercepted) are inland and underground. MIGA.
English
@TheProjectUnity Have you looked into Michael Tellingers work? He’s finding insane numbers of stone circles in South Africa.
English
No explanation behind these colossal monoliths in Yorkshire, England.
One of the strangest pre-historic sites I have seen.
The Devils Arrows.
English
What lights do I recommend?
INCANDESCENT BULBS 💡
— 100 CRI
— Low Flicker
— Emits INFRARED
— Minimal Blue Light
— No EMF (Dirty Electricity)
They're the BEST electric light you can use.
Get them here 🇺🇸 ↓
nnemf.link/chromalux
English
LED lights are making us sick, blind & quietly wrecking the very hormones that run the show inside us.
You might want to switch back to Sunlight, Candles & Incandescent bulbs.
Yes, LEDs are super energy-efficient, upto 95% more efficient than incandescent bulbs
but have you ever thought what exactly are we trading for those savings?
Is saving a few dollar off your electricity bill really worth messing with your circadian rhythm, your mood, your sleep, your eyes & your hormones?
Blue light isn’t the villain when it comes from the sun, because nature never gives it alone. It’s always wrapped inside a full spectrum of wavelengths that keep your body balanced.
In isolation from all the other colors, blue light damages our retinas & disrupts our endocrine systems, resulting in physical and mental problems.
Cool LED bulbs emit more blue light than warm LED bulbs because of the high color temperature
But the label “WARM” can be deceptive.
Warm LEDs give out a warmer “looking” light because the blue light is masked with a yellow or orange filter, but they DO NOT emit a RED wavelength.
When you’re shopping for bulbs,
Check the Color Rendering Index (CRI).
Sunlight is the gold standard with a CRI of 100
and so are incandescent bulbs & candles.
If you have to go with LED lights, choose ones with a CRI as close to 100 as possible.
Pay attention to flickering because many LEDs tend to have a high flicker rate.
Also, keep in mind those electromagnetic fields (nnEMF)
All LEDs emit high dirty electricity that rides along your wiring and leaks into your living space as invisible electrical noise.
Most people never think about it but your nervous system absolutely does.
This constant background stress chips away at your sleep quality, your recovery, your focus & your overall resilience.
And unlike the sun or a candle,
LEDs offer zero biological upside to counter the stress they introduce.
No INFRARED.
No Deep RED.
No warmth that feeds your Mitochondria.
Just raw, isolated blue packaged inside an electronic device that radiates electrical noise while flickering thousands of times per second.
We traded biological safety for efficiency & we’re paying for it with our health.
So the next time someone tells you LEDs are “THE FUTURE”
Remember this
Nature already designed the perfect lighting system.
It rises every morning and sets every evening.
Everything else is an imitation that your body has to fight against.
Choose the light that supports you.
Your hormones, eyes, sleep, metabolism & mood depend on it.
Sun, Fire & Incandescent.
There is NO other alternative.
vittorio@IterIntellectus
it's actually insane that LEDs are endocrine disruptors and they're still legal
English
The most ironic thing in the bitcoin space is watching people try to gatekeep who gets to accumulate and how.
“You’re using the Gemini credit card to stack more bitcoin??”
Yes. And they’re stacking. In a fiat world. With fiat tools.
Bitcoin fixes the money.
It doesn’t require you to suffer while it does.
English
One of the most fascinating enigmas for archaeologists in the 21st century is how ancient mankind managed to quarry, lift, and interlock megalithic blocks of stone weighing between 10 and 200 tons.
English
He hosted a debate about archaeology with two people who know jack-shit about archaeology
The state of our stupid world
Jesse Michels@AlchemyAmerican
Hosted a debate with Filippo Biondi (the radar scientist that claims he detected 8 kilometer-deep tubular structures underneath the pyramids) and Geoffrey Drumm who thinks the Pyramids served as a sophisticated ancient chemical manufacturing plant. It was next level!
English
@R1chardMaur1ce @capybaraReborn @mikealfred He told people about cifr and iren when they were $1 and $3 respectively. Last year they went to $25 and $75. That’s my kind of scammer
English
@capybaraReborn @mikealfred I would stay far away from anything involving scammer Mike Alfred
x.com/i/status/20191…
English
If you’re an $IREN shareholder on X, you’ve likely heard of @mikealfred and here’s why that might matter.
Mike Alfred, a particularly outspoken investor, sits on the board of IREN and also has a roughly $30 million position in the stock personally.
Throughout the past year, you could find him highlighting the potential benefits of IREN, defending it in debates against @RealJimChanos and highlighting various benefits of the company.
Now, IREN has expanded its GPUs secured by 50%, increased its 2026 revenue guidance, increased its ATM capacity, arguably many things to comment, say you’re bullish on etc.
Yet despite Chanos providing the usual, and well-argued bear view, Alfred has mostly stayed silent, only posting a screen of a note from Lutnick’s Cantor that they see a $82 price target.
This wouldn’t matter if he was not a board member in $IREN. This also goes against everything he’s done previously.
This is why I believe Mike is essentially staying silent because he is in possession, as a board member, of Material Non Public Information (MNPI).
As a board member, it would make sense he would be privy to main negotiations around compute contracts at least in broad strokes.
Knowing about these would prevent him as a wall crossed insider from saying anything other than pointing to public fillings under securities law.
Given how outspoken Mike typically is on IREN, if you’re looking for an indication large contract negotiations are ongoing and material, that is one more argument in favour.
Of course, I could be wrong. So let’s put this theory to a test:
Mike - IREN is at a 50% discount from ATH and 20% discount from Wednesday, every argument for a bullish thesis or for you to grow your position is there.
What’s your next move? I’m watching 👀
English
the most delusional take in bitcoin is that one day humans all over the world just wake up and decide they need it
i used to think hyperbitcoinization was going to happen that way
then i was talking about this with @JamesonCamp and it clicked
hyperbitcoinization doesn't start with humans. it starts with the machines 1/
English
I weighed in here because I believe Tom’s response to the recent $IREN ATM is worth noting.
I also admit this ATM really caught me so off guard, so I sold off my position at $42 to think it over. I have read some of the bull arguments now, the 'backstop only' argument, the argument that it will be used only as a negotiation tool to close deal, but nothing I've read quite sits right with me. If it were "only a backstop" IREN should have capped it at a far lower level that doesn't wreak havoc on their stock, a "negotiation tool only argument" doesn't jive with the pre-payment structure they've already got in place as a floor precedent from Microsoft deal. Two other alternatives at this point in my mind (1) this is a colossal blunder by management or (2) this is a necessary fiscal pre-amble to a truly epic scale deal (either Nvidia partnership or a massive 600MW-1GW level deal).
I’m still trying to make it make sense…
Dr. Tomislav Marinovic@DrTomsLens
Still trying to understand the logic behind $IREN's ATM. Why in the hell would a company do this? The authorization is up to $6B, and if fully utilized, it would represent more than 40% of the company’s value today. Which is really, really unusual. Large ATM authorizations of this scale usually show up in microcaps, small biotechs, distressed names, or special situations, not in companies that already have established cash flows and a visible path to future ones. Even the most aggressive large-cap example I could find doesn’t come close. For example, $MSTR announced a $21B ATM in November 2024. It was the largest ATM offering in the history of capital markets. But even that represented less than a quarter of the company’s market cap at the time. Which is why $IREN's ATM feels so out of order. I know the bulls will write 3,000-word essays with 32 links below explaining why this is actually bullish, why scale is the Holy Grail for data centers, why this is strategic optionality, and why everyone else just doesn’t get it. Maybe. But one thing is clear: Every $IREN rally over the next year or two now has a guillotine hanging over it. Every time investors commit capital on the way up, they will have to ask the same question: how much dilution follows this rally? And then weigh that against both the present market cap and whatever future valuation they think the company can grow into, because this ATM is simply mammoth in size. There’s a reason companies usually do not structure ATMs at this scale. I’m not saying $IREN has definitively got this wrong. Stranger things have happened, and it’s worth waiting to see how it plays out. But in my view, this is yet another puzzling decision by management. It also fits a broader pattern that, to me, goes back to earlier choices, including not building a software stack with that mining capital, which in hindsight looks like an unused cheat code. Fair play! (Not investment advice.)
English
@21BTC_ODT Good luck bro. Better chance of understanding STRC I’ve found. Only a select few will spend 500 hours studying BTC
English
Been trying to explain to my fiance the last 5 months why I chose to buy bitcoin over stocks. She still doesn’t understand. Bitcoin maxis, how would you explain to her?
English