genXbitcoin

@BTCoptioneer No. Thats wrong pays It would only pay $10,000 per year. you just paid a discount, thus your effective yield is 10.7%

$STRK is now yielding 10.7% $100K invested today would pay you $10,700/yr and grow to $300K in the next few years

TERAFAB as the 21st-Century Standard Oil of Compute: Just as Rockefeller’s Standard Oil vertically integrated oil extraction, refining, and distribution to dominate the energy economy of the Gilded Age, Musk’s TERAFAB creates an integrated monopoly on AI silicon—design, fabrication, and deployment—under one roof (Tesla + SpaceX + xAI), locking in control over the new “oxygen” of civilization: intelligence itself. Vertical Monopoly + Recursive Self-Improvement = Exponential Flywheel: Unlike Standard Oil’s static refining monopoly that merely optimized a fixed resource (crude oil), TERAFAB’s closed-loop system lets AI design the next generation of chips, test them in-house, and manufacture them within weeks, not years! Creating a self-accelerating engine that compounds compute growth at rates Rockefeller could never imagine, turning a $20-25B factory into a planetary-scale intelligence amplifier. Escape from Supplier Dependence Mirrors Rockefeller’s Pipeline Control: Rockefeller crushed competitors by owning the railroads and pipelines; TERAFAB eliminates reliance on TSMC (the “foreign refinery” of today) entirely, giving xAI/Tesla an insurmountable cost and speed advantage that grows exponentially as the AI improves its own lithography and materials science—Rockefeller 2.0, except the monopoly now improves the monopoly itself. Energy & Scale Parallel, but with Orbital Endgame: Standard Oil’s monopoly fueled the industrial age by controlling finite fossil energy; TERAFAB controls the finite terrestrial power grid today (0.5 TW) but immediately bootstraps toward unlimited orbital solar via Starship data centers—transforming a 19th-century monopoly model into an infinite-growth, multi-planetary civilization engine where intelligence, not barrels of oil, becomes the ultimate scarce-then-abundant resource. Antitrust Shadow and Civilizational Stakes: Rockefeller’s empire was dismantled by Sherman Act fears of monopoly power; TERAFAB invites the same regulatory scrutiny, yet its recursive self-improvement flips the script—any breakup attempt would be outpaced by the AI’s own evolution, positioning Musk’s triad not as a mere oil trust of chips, but as the foundational infrastructure for a post-human intelligence explosion that renders 20th-century antitrust law as obsolete as horse-drawn carriages. In short, TERAFAB isn’t chasing a market, it’s building the monopoly engine that redefines and then dominates the market, exactly as Standard Oil did for oil, except the monopoly now improves itself exponentially and escapes planetary limits. Execution risk is real, but the addressable opportunity is civilizational.Civilizational-Scale TAM (the ultimate analogy): Rockefeller’s Standard Oil monopoly captured the entire industrial-age energy economy. TERAFAB does the same for the intelligence economy that's self-accelerating. Short-term: hundreds of billions to low trillions in captured value for Musk’s triad. Long-term: the foundational infrastructure for ASI-driven GDP, where compute/intelligence becomes the scarce-then-abundant resource. Any number quoted today ($500B–$1T) is just the 2026 snapshot; the recursive + orbital architecture makes the real TAM “the size of the future economy itself.” LFG!

⚡️This is Musk trying to build the industrial heart of a post-human power system. He is no longer talking like a car CEO or even an AI founder. He is talking like someone trying to compress the entire distance between thought, silicon, energy, and empire. TERAFAB is the visible artifact. The real objective is a self-reinforcing loop where chip design, mask creation, fabrication, testing, and redesign all live inside one accelerating machine. The next real bottleneck in AI is iteration speed at the substrate level. Whoever shortens the path from idea to chip to improved chip starts compounding faster than everyone else. At that point, compute stops being a purchased input and becomes an evolving sovereign capability. That is why this goes way beyond “new fab.” This is a bid to stop renting the future from outside foundries and start owning the recursion engine itself. Reports on TERAFAB explicitly tie it to Tesla, SpaceX, and xAI together, which tells you the real architecture is vertical integration across energy, hardware, AI systems, robotics, and eventually space infrastructure. The space language is the tell. When Musk says the goal is a trillion watts of compute per year and that much of it has to go to space because U.S. electricity is only about 0.5 TW, he is declaring that Earth is already too small for the civilization he wants to build. That is a species-scale doctrine. He is saying serious AI abundance eventually requires off-world energy and compute, and that the winners of this century will be the people who build the bridge first. The real view is simple. The arc is dead serious. The execution risk is enormous. Coverage notes there is no clear operating timeline yet and outside estimates already put the effort above $20 billion. But that does not change the signal. If this works even halfway, it becomes one of the most strategically important industrial projects in the world. If it fails, it still reveals the real direction of travel. The future belongs to whoever controls energy, compute, and the speed at which compute can redesign itself.

@Pickle120319 @NorthstarCharts I Second!

@NorthstarCharts I recently joined and I admit the value of the service for the money is unquestionable. Only wish I had joined sooner. You guys do great work.

If you were still sceptical about technical analysis after I gave you the roadmaps for gold, silver & bond yields YEARS in advance, surely this forecast, issued before oil rose 100%, must give you pause for thought. Much more at northstarbadcharts.com 👇

@_The_Prophet__ @cb_doge How do we kill Skynet if its brains are located in space?

He is pointing at the real endgame. A serious AI civilization cannot stay trapped inside Earth’s political, geographic, and thermodynamic bottlenecks forever. If you keep scaling intelligence, you must scale energy. If you keep scaling energy on Earth, you hit land fights, permitting fights, transmission fights, cooling limits, local backlash, weather risk, and rising marginal cost. Eventually the planet starts behaving like a cramped launchpad, not the final substrate. That is the real signal. Musk is thinking beyond “better solar” and into civilizational geometry. Space gives continuous sunlight, no atmosphere, no storms, no NIMBY politics, and effectively unlimited expansion surface once lift gets cheap enough. The moment launch cost falls low enough and orbital assembly becomes industrial, the curve changes. On Earth, scale attracts friction. In space, scale creates more room for more scale. And the deeper point is even bigger than solar. He is describing the migration of the energy-compute stack off-world. First power. Then compute. Then manufacturing. Then infrastructure that feeds itself. Once that loop closes, Earth stops being the primary site of abundance production and starts becoming one node inside a much larger machine. That is where a species goes when it stops thinking like a country and starts thinking like a civilization. The only place I go colder than the slogan is timing. The destination is real. The present economics are still early. Launch has to get brutally cheaper. Orbital construction has to become routine. Maintenance, transmission, shielding, redundancy, and system integration all have to mature. None of that changes the arc. It just means the statement is strategically right before it is fully commercially obvious. So my real view is simple. He is not talking about a quirky energy idea. He is talking about the next substrate of power. A civilization that wants extreme AI, extreme industry, and real abundance eventually has to move major energy and compute infrastructure into space. The societies that understand that early will own the century.

ELON MUSK: "Space solar actually costs less than terrestrial solar because you don't need heavy glass or framing to protect it from extreme weather events. So as soon as the cost to orbit drops to a low number, it immediately makes extremely compelling sense to put AI in space. It becomes a no brainer. Basically, more of a as you go to space, you get increased economies of scale, and things get easier over time, whereas as you try to put more and more power on the ground, you run out of space and you start using up the easy spots, and then you get next level. Nobody wants the thing in their backyard. So then increasing power on earth has becomes harder over time and more expensive over time, but in space it becomes actually cheaper and easier over time."

@RudyHavenstein They always learn a day after it's too late. Ie. NYC

America should've listened to Ron Paul decades ago. It'd be a very different world today, almost certainly for the better.

@zerohedge And that, boys and girls, is why its called, FU money!

Musk broke the posturing *SCHUMER ON X: I'M BRINGING A MOTION TO FLOOR TO FULLY FUND TSA

@LawrenceLepard Coinbase pulls the same shit. They learned from the best.

Jubert is credible. Wow! Not surprised

@leadlagreport Was Chuck Norris responsible for YCC or something?

It’s Japan. Phase 2 I believe has either started or is about to.

@hillery_dan When it's the new risk free rate it will. STRF is the real gem. That 10% coupon forever is vastly undervalued

STRF should trade at 150-200 dollars.

Weimar Wiggle

@LukeGromen @LawrenceLepard @FirstSquawk @Myrmikan Weimar Wiggle

GOLD FALLS TO UNDER $4500, SET FOR ITS BIGGEST WEEKLY FALL SINCE 1983. - @FirstSquawk Gold volatility in USD is doing what gold volatility did in 1920s Weimar German Reichsmarks, which makes perfect sense once you understand our present context. Chart via @Myrmikan

@zerohedge Need that cash to feed that jones!

*UBS SECURES NATIONAL BANK CHARTER FROM US REGULATORS FRI.: WSJ

Chuck Norris was the only one who could double spend bitcoin. Rest in peace.

@LawrenceLepard @timevalueofbtc The battle between G7 nations saving themselves, buying treasuries in the flight to safety trade (rule #1 in all Portfolio management handbooks) and the end of fiat will be biblical.

@timevalueofbtc look at the strength of the move, and how it started on the day when the war launched. it will go through the old highs and create a serious issue leading to YCC IMO

For idiots calling for Treasury market collapse, have fun celebrating the fact Treasury yields are all the way up to.... ....equilibrium levels for the past three years. Choose your idiots wisely!

@TechCharts No one thinks of oil as money. But there are exactly ZERO low energy wealthy nations. Gold and oil are both money. Sell one to buy the other!

Gold weakness at a time of War is surprising many. Many who do not know the dynamics of liquidity. With its high price and liquidity is now a source of cash.

@Monkeybutt_ADV @SatoshisSip Restaurant suggestions?

@SatoshisSip Not only safe but if you're into food, the food is fantastic.

At this point, by pretty much all objective metrics, El Salvador is the safest country in the entire world. However, the truth isn't fully out there yet. In fact, as an American myself, I still get a lot of people expressing concern for my safety when I tell them I like to visit El Salvador. Shockingly, even in 2026, when the average person goes on Google, they can easily find blatantly misleading content and articles like this… That’s why it’s still very important for everyone to share the truth about El Salvador. Post about your experiences there, flood the algorithm with positive El Salvador tweets. Don’t let the fear-mongering liars gain momentum.

@ZynxBTC Equity has a cost as well. That's got to be 15% at least given the volatility and risk premium. But Saylor knows this. That's why a WACC of 12% the math still works if bitcoin gains accrue at 25%.

One of the most interesting and misunderstood aspect of $MSTR's capital structure is its Bitcoin Breakeven ARR of just 1.91%. This means Bitcoin only needs to appreciate by 1.91% per year for Strategy to sustainably cover the dividend obligations across its preferred securities. Think about that for a moment. Bitcoin's long-term annualised return has historically been orders of magnitude higher than this threshold. In other words, the capital structure is designed so that even minimal Bitcoin appreciation is enough to support the credit layer. What people don't understand is that Bitcoin doesn't need to perform exceptionally well for the structure to work. It only needs to grow at ~1.91% per year. Everything above that is just pure upside captured by the company.

@NorthstarCharts Weimar Wiggle in all its glory!

GOLD - A drop of 30% (monthly close basis) would be pretty normal. 45% isn't out of the question, but less likely. No low-risk trading entry here. Long-term investors & stackers are sitting pretty, with MUCH higher targets in the years ahead. Huge 50% discount available at NSBC.

@ZynxBTC Its all accrued interest. Only takes a few days at 11.5% to take the bond back above par. Its called the dirty price.

It took $STRC 8 days (including the ex-dividend date) to close back at par in February. We're currently on day 3 and closed at $99.88. For comparison, day 3 in February closed at $99.50. These are important data points. It tells us the demand is strengthening. ₿ullish.

@BrianJanesHawk @balajis a non-zero probability I wonder what this looks like? A $100 Billion purchase of STRK perhaps? This needs to be explored.

@balajis Could the USA protect itself (and its dollar) by nationalizing $MSTR?

If Iran wins, it's the end of five eras. 1991-2026: the unipolar era 1974-2026: the petrodollar era 1945-2026: the postwar era 1776-2026: the union era 1492-2026: the Western era Specifically, the end of the petrodollar (1974) would also be the end of the unipolar moment (1991) and the postwar order (1945). It would mark the moment when Eurasian powers were once again dominant over Western powers (1492). Finally, a rapid crash in the dollar's purchasing power coupled with military defeat could well break apart the American union (1776). Few seem to viscerally understand just how dependent America is on money printing. But the end of the petrodollar is the end of Keynesianism as we know it. And if there's a sudden cost-of-living spike on top of pre-existing levels of political polarization, which are already near Civil War levels...we could see the scenarios that Dalio, the Fourth Turning, and Turchin have described.