JimmyDWC

Canadian Jewish communities need to shift their approach. 🧵

@AnasInPalestine @vicpdcanada Your right to protest ends at my right to freedom of movement. Keep it on the lawn Anus

@vicpdcanada This is an attempt to shut down Canadian citizens' duty to exercise free speech and pressure their government state to end its complicity in genocide. It's happening all across Canada under pressure from israel-influenced officials in our police force and government. Shame!

After 126 weeks and 10,000 hours of support, VicPD is asking that protestors peacefully conclude the marching portion of their weekly Palestine demonstrations, due to the unsustainable strain on our officers. We strongly encourage organizers and participants to remain on the Legislature lawn, where the environment is safer and more controlled. Read more: engagement.vicpd.ca/vicpd-announce… #vicpd #yyj #policing @ChiefVicPD

@MilkRoad Lollll like crypto has ever in anyway been valuated by fundamentals. At least tao has enough fundamentals for the author to attest negatively too.

Pine Analytic's just made the bear case for Bittensor. (You might want to save this one). Here's a condensed summary of their thesis: → $TAO trades at $275 with a $2.6B market cap. → Grayscale filed an S-1 for a NYSE-listed ETF. → Jensen Huang gave it a public endorsement. → It has Bitcoin-style tokenomics with a 21M hard cap. None of that is being disputed by @PineAnalytics. The question is whether the network can generate enough real revenue to justify the valuation. Starting with how the money flows... Bittensor has four player classes: 1. Subnet owners build AI marketplaces (18% of TAO emissions). 2. Miners do the AI grunt work (41%). 3. Validators grade the miners (41%). 4. Stakers dump TAO into liquidity pools. TAO is the entry ticket for everything. Mining, staking, subnet tokens, services. All roads lead to TAO. The supply side? Completely transparent. Emissions, halving schedules, staking ratios - all onchain. The demand side? Crickets. No dashboard tracking real revenue by subnet. AI work happens offchain (inference requests, compute jobs, training calls) none of it touches the blockchain. This isn't a bug they're fixing - it's baked in. So what does demand actually look like? Chutes is the biggest subnet. 14.4% of all emissions. It sells serverless AI inference at prices "85% below AWS." The usage numbers look great: - 400,000+ users - 5M+ daily requests - 9.1 trillion tokens processed But those cheap prices aren't from efficiency. They're from subsidy. Chutes receives roughly 518 TAO/day - about $142,000 ($52M annualized). Estimated actual revenue? $1.3M to $2.4M/year. For every $1 customers pay, the network kicks in $22 to $40 in emissions. Kill the subsidy and do the math. 101B tokens/day, $142K in daily costs. That's ~$1.41 per million tokens. Market rate? Together ai charges $0.88. DeepSeek runs $0.40–$0.80. Smaller models go as low as $0.18. Without the subsidy, Chutes isn't 85% cheaper - it's 1.6x to 3.5x MORE expensive than centralized options. The cost advantage doesn't shrink, but actually flips completely. "But this is the Uber playbook! Subsidize early, raise prices later!" Except Uber built switching costs during the subsidy period. Driver networks. Proprietary platforms. Enterprise integrations. Bittensor subnets build none of that. The models are open source. The APIs are standard. Users can bounce to any provider serving the same weights with zero friction. When the subsidy shrinks, nothing keeps anyone around. One more thing on Chutes: the team behind it (Rayon Labs) also runs two other subnets. Together they command nearly 24% of total emissions. One team. Almost a quarter of the network's incentive pie. What about the rest? Targon is the highest-revenue subnet. Run by Manifold Labs ($10.5M Series A). Enterprise GPU compute. ~$10.4M annualized revenue against a $48M valuation - a 4.6x revenue multiple. The most grounded number in the ecosystem. But it's a projection, not audited. Templar built Covenant-72B, a 72B parameter model trained on 1.1 trillion tokens. $98M market cap. Zero external revenue. Paid products "in motion" but nothing shipped. The remaining 120+ subnets? Either no revenue, pre-product, or just farming emissions. The big picture, as @PineAnalytics sees it: Total identifiable revenue across the ENTIRE network: roughly $3M–$15M annually. A single subnet's emission subsidy ($52M for Chutes) exceeds the upper bound of what the whole network earns from actual customers. Against a $2.6B market cap, that's a 175x–200x revenue multiple. Against FDV of $5.8B, roughly 400x. For context: CoreWeave and Lambda were valued at 15x–25x revenue. High-growth SaaS rarely sustains above 50x. Bittensor's implied multiple is 4x–10x higher than the most aggressive comp in crypto OR traditional infra. The market is pricing TAO on supply scarcity, institutional catalysts, and AI vibes - not economic productivity. Now the squeeze. Subnets are getting crushed from both directions. From above: Self-hosting. Every model on Bittensor is open source. Weights are on Hugging Face. One H100 serves a 70B model for $40–$50/day. Tools like vLLM and Ollama make local deployment trivial. Any org with volume is already cheaper running it themselves. From below: Hyperscalers. Microsoft, Google, Amazon, and Meta spent over $200B on AI capex in 2025. First-priority hardware. Purpose-built data centers. Enterprise relationships already in place. Bittensor's entire annual incentive budget ($360M) is less than Microsoft's weekly AI infra spend. Then there's the moat problem. If a subnet builds something valuable, the underlying model and methodology are public by design. Covenant-72B is Apache licensed. Any competitor can copy the approach without touching the TAO economy. The community says the incentive mechanism IS the moat. But that only works if emissions stay large enough to attract compute. And they shrink with every halving. So what is TAO actually pricing? At $2.6B, it's not priced on demand fundamentals. $3M-15M in annual revenue doesn't support that under any framework. The market is pricing: Bitcoin-like scarcity. The Grayscale ETF catalyst. AI sector rotation. Long-term optionality on decentralized AI. Legitimate speculative factors. Also entirely supply-side and sentiment-driven. A TAO position based on scarcity and narrative? Might do great regardless of demand economics. A TAO position based on Bittensor becoming a real AI services network? That requires evidence that doesn't exist yet - and faces structural headwinds that might prevent it from showing up. Know which thesis you're holding. (P.S. Read the full article below 👇)

@BenRabidoux @scoopercooper Statistics Canada is lying. They are a branch of the liberal communist regime. Rampant immigration is strong as ever

Unprecedented times in Canada as population turns negative on a y/y basis for the first time in our country's history

@REWoman Naw it will never get crazy. The government will never allow out of control defaults as it would mean the banks fail. They will bailout or offer 50 year amortizations. Nothing will come of this

From a very good real estate lawyer I know - “We are seeing tons of powers of sale and shortfall sales”. Hold on to your hats people things are going to get crazy. One lawyer who is a mortgage recovery lawyer has over 7,000 POS files at his office.

@KislayParashar1 @PeterDiamandis Brother, when as we approach the abundance, the AI will solve all these constraints

@PeterDiamandis Cheap intelligence helps, but the real constraints won’t disappear that easily. Energy grids, materials, and real-world logistics still scale slowly. Abundance in compute doesn’t automatically mean abundance everywhere else.

If You're an Entrepreneur: Stop designing businesses for 2024 scarcity. Design for 2030 abundance. Assume intelligence is free, energy is unlimited, and robotic labor costs pennies per hour. What becomes possible that's impossible today?

This man said he was the same cleric who went viral at Pearson airport last night. He’s now marching in the Al Quds day march in Toronto. 🇨🇦

@ScarlettGrace92 Send this to @CIA - extradite this man and bring him to justice! The communist Canadians will do nothing

@YungxJayy The entire religion is literally based around Israel. Hannukah - Jews fighting off Roman’s in Israel, Passover- Jews returning to Israel and on and on.

Jewish institutions have to distance themselves from Israel if they want Jews to be safe. You cannot tie your entire religion to a genocidal apartheid state and then be shocked when you are held accountable for their actions, especially if you are contributing to those actions.

@CoinDesk @grok is the true

SCOOP: $TRUMP meme coin announces that top holders of the token will have a chance to attend a Gala Luncheon with President Trump as the keynote speaker, CoinDesk sources confirm.

@Isaac_Herzog @joe_warmington

In a Zoom call with Canadian Jewish community leaders and rabbis today, I expressed my deep alarm at the recent series of antisemitic attacks in the Toronto area. While Iranian missiles continue to target our people here in Israel, extremist forces of evil continue to attack our Jewish sisters and brothers in communities around the world. We must learn the lessons of previous antisemitic attacks, including the horrific Bondi Beach terror attack. All eyes are on Canada: it's time to halt the unprecedented wave of Jew-hatred that has erupted ever since October 7th. From Jerusalem, I send a message of resilience, strength, and solidarity to the Jewish community of Toronto. The Jewish people are all one family, and we in Israel care for every Jew around the world. We stand together and will prevail over all the forces of evil seeking to harm us.

@StateSEAS @scoopercooper Buck stops with Jews legally arming themselves. Self defence, not pitiful grovelling of spineless politicians is the only solution

Three Toronto-area synagogues have been the subject of targeted shootings since Purim. The threat of antisemitism in Canada is far deadlier than what can be solved by statements and proclamations. Canada's government must live up to its most basic responsibility to protect Jewish communities. No more excuses. The buck stops with leaders.

@This_Is_Israel @Isaac_Herzog Lol no one buys this AI slop goat fucker. Go back to your cave

@Isaac_Herzog I wonder who it could have been?! I see a pattern emerging. By the way, aren’t you a wanted war criminal?

@RealSarahIdan @hahussain @OrenKessler @GadSaad How dare you speak for muslims with that Haram photo you infidel

@hahussain @OrenKessler @GadSaad Hussein you are wasting your time, Gad has intense prejudice against all Muslims, I haven’t once seen him accept a Muslim, only ex-Muslims. There’s a rot within the far-right their intention is to deport all Muslims and they’re willing to take any measure to make it happen.

Dear @GadSaad: don’t fall for it, this is libel and slander. Jomana Qaddour is nowhere near Muslim Brotherhood or Islamism. I can vouch for her with my eyes closed.

@scoopercooper Here is the actual explanation - the RCMP has been completely infiltrated by narco-terrorists. Canada is a failed state

Federal Crown drops charges against Calgary couple caught with nearly 8 kilograms of fentanyl on Saskatchewan highway thebureau.news/p/federal-crow…

@juliedabrusin You ain’t Jewish. You’re a vile kapo. Resign, and hang your head in shame you disgusting rat

Yesterday, I visited the Toronto Islamic Centre for Iftar — which has faced Islamophobic threats against their place of prayer. It’s essential that all Canadians feel safe in their religious spaces and community centres, and as a Jewish woman I stand with them in the fight against Islamophobia and hate.

@iksab20 @JakeLang Mohammed was a pedophile

I just survived an assassination attempt by these two Muslim men; The homemade bomb they threw landed 3 feet in front of me. The detonator failed to ignite, because God is on the throne of my life. We will never surrender to Islam ✝️

@EvanLSolomon You and your party are responsible, you kapo. So hold yourself responsible and resign

Another terrible series of attacks last night at synagogues in Thornhill and North York. Like all Canadians, I am deeply disturbed and appalled by the reports of gunshots fired at synagogues in these communities. Synagogues are places where families gather, where people pray, where children learn, and where communities come together. Targeting them with gunfire is an attempt to intimidate and terrorize the Jewish community. Antisemitism is real. It is dangerous. It has no place in Canada, and we must all fight to stop it. Jewish Canadians should never have to fear walking into their places of worship, schools, or community spaces. Everyone in this country deserves to feel safe practicing their faith. Those responsible for these acts must be found and held accountable. We must all stand firmly against antisemitism and all forms of this cowardly hate, and continue working to ensure Jewish communities across Canada are safe and protected. One important measure is passing our government’s anti-hate legislation, and we are working to do that quickly. We also thank law enforcement for their ongoing work, and we are working closely with them to keep communities safe.

@JimFergusonUK lol he not halting anything. They have no more missiles to launch

🚨 IRAN SIGNALS DE-ESCALATION AS REGIME FACES MOUNTING PRESSURE Iran’s President Masoud Pezeshkian has announced that Tehran will halt missile launches and attacks on neighbouring countries, unless those nations first launch attacks against Iran. Key points from the address: • Iran says it has no intention of invading neighbouring states • Tehran apologised to neighbouring countries for recent tensions • Regional governments were urged not to become “pawns of imperialism” • Iran’s temporary leadership council says no further regional strikes will occur unless Iran is attacked first Pezeshkian also rejected calls for unconditional surrender, declaring: “They will take their dreams of us surrendering unconditionally to the grave.” But the message appears to reveal something deeper. This looks like a clear attempt to prevent additional regional powers from entering the war — particularly Gulf states, Azerbaijan, Pakistan, and others who could dramatically expand the conflict. In other words, Tehran may be trying to contain the war before it spreads beyond its control. With Iran’s military infrastructure under heavy pressure and its regional deterrence rapidly weakening, some analysts believe the regime may soon face only one remaining option: Total and unconditional surrender.

@scrappyJew This is an obvious goat fucker, not a jew.

Jewish in Canada here - I’m 100% safe except around Zionists - funny that.