Lev ⚡️🥞

Jack was so chill @pubkey

@hashjenni 🤣🤣🤣

Israeli soldiers raped flotilla activists How the fuck is this not every single news outlet ?

@DreamLeaf5 Cope

If Israel stopped getting weapons and money from America

@novaramedia Legend

Frank Sinatra smuggled an estimated $1m in cash to pay for weapons for a Jewish paramilitary group in Palestine at the height of a Zionist ethnic cleansing campaign, his daughter Nancy has claimed. The My Way singer met Teddy Kollek, the Washington representative of the Haganah militia, at the infamous Copacabana nightclub in New York City in March 1948. Since the pair knew that Kollek was under FBI surveillance, Sinatra was able to use him as a decoy to distract the authorities’ attention, while he went and delivered payment to the captain of a boat packed with munitions set for Palestine, Nancy Sinatra revealed on X last week. The Haganah were the primary underground Zionist militia in British Mandatory Palestine and one of the forerunners of the modern day Israeli Defense Forces (IDF). The group was linked to multiple acts of terrorism, including the 1940 sinking of the SS Patrial, a boat in the port of Haifa containing 1,800 Jewish refugees whom the British authorities were deporting to Mauritius. The Haganah intended to immobilise the boat to stop the deportations, but instead killed 267 people and injured a further 172 after their bomb ripped the steel frame off one side of the ship. The group also served as the primary military force behind the displacement of Palestinians, developing Plan Dalet to take control of Mandatory Palestine and playing a significant role in its execution. The campaign included the siege of Palestinian Arab villages, the bombing of neighbourhoods, forced expulsions, and setting fields and houses on fire. The “Nakba” - meaning “catastrophe” in Arabic - saw more than 700,000 Palestinians displaced from their homes and an estimated 15,000 killed. Nancy shared the post about her father’s smuggling on 15 May, a date known as Nakba Day in reference to the mass displacement. She has previously shared the story on X, describing it in 2023 as her father’s “most gallant and heroic moment”. Frank Sinatra was known throughout his career as a passionate supporter of Israel and the Zionist cause. He visited Israel for the first time in 1962, performing seven concerts, including one for Israeli soldiers.

@AdamSimecka It's when you're watching your favorite bitcoin podcast and out of nowhere the host calls Jews the "the Synagogue of Satan". That's what it means to me, at least.

What does antisemitic "actually" mean?

@bitcoinerliz Thanks Liz! 🧡

@NextLevBitcoin Haha 😂 how sweet of her!! Happy Birthday!! 🎉

My wife baked a beautiful AI cake for my Facebook birthday. I absolutely love it

@samjudoist04 That's amazing 🧡

@NextLevBitcoin This is what my wifey got me for my birthday. When they know they know

@glinsec_com I appreciate that 🙏

@NextLevBitcoin Happy birthday lev

JC Bitcoin Socratic Seminar lucky #7 tonight! luma.com/f6ytapt4?tk=6f…

@matthew_sigel 🤣🤣

When they ask what my macro framework is:

LIVE W/ JESSE MYERS - GODFATHER OF BTC-DIGITAL CREDIT FLYWHEEL x.com/i/broadcasts/1…

@mikealfred @JtheNeub It's a step up from "I hate him but..." from some other guy

@JtheNeub English please. It's not a trade for me.

@rodpalmerhodl Apparently not

do these guys realize that everyone can tell they’re just copy/pasting ai slop ?

@NeoconMemer You don't have to do anything you dont want to do. But yes

Dang, this blew up. I guess now I kinda have to actually do it, don’t I?

@JodyFlournoy @AviNMash It's all love he's a nebius guy we're all gonna win

@AviNMash @NextLevBitcoin is this a bot? 10k words and no mention of $IREN

As my number one position, wanted to dig into this furthers Run the quick math with me. If on-demand is even 15 to 25% of the roughly $1.92B run-rate, the hike adds $85 to $145M in annualized revenue with almost no incremental cost attached. Guidance of $3.0 to $3.4B revenue and $7 to $9B ARR for the year has not baked any of that in yet. The piece almost everyone skips sits a few years out. The actual rocket fuel will show up between 2027 and 2032 as that enormous reserved backlog reprices. Q1 made the whole thesis obvious w the deferred revenue exploding frkm $4.78B to $1.58B at year end, all of it from long-term committed contracts. The call was pretty fkn blunt about it. Average contract durations are extending across new and existing customers, average deal values are climbing, and prepayments keep hitting records. The hyperscaler anchors lay out the timeline for us basically. Meta signed multiple five-year deals, the latest a $27B structure with $12B in dedicated compute starting early 2027 plus a $15B flexible option where Nebius can sell the excess at market and on-demand rates. Microsoft is locked in multi-year through roughly 2031, worth up to about $19.4B. Shorter commitments start rolling off late 2026 into early 2027. The big five-year blocks hit their renewal windows between 2029 and 2032, and capacity stays constrained the whole way through. Picture the renewal conversation itself…..Customers negotiate against the then-current on-demand schedule, which just proved 30%+ pricing power and looks likely to keep climbing in a GPU-starved market. Management is already raising prices across every GPU generation and still selling out of all of it. That takes today’s modest on-demand tailwind and turns it into a structural, compounding uplift across nearly the entire revenue base. The $85 to $145M appetizer becomes hundreds of millions more in annual run-rate as the backlog turns over, all while variable costs stay minimal and those 45%+ margins keep expanding. The bears still calling AI cloud a commodity headed for oversupply are simply ignoring the clearest scarcity signal we have gotten yet. Nebius is scaling capacity and monetizing it with multi-year visibility nobody else in the group can match. The guidance is conservative on its face. The next few years of rollovers and extensions in this kind of environment set up asymmetric upside. Fellow Nebius friends. Strap in, it’s gonna be a fun ride!

@BornTo_BeFree @BenJustman @Oliva_Dorado_ Thank you all!

@BenJustman @Oliva_Dorado_ Ayyy I spot that Sun Armor Stick sample 🌞 🇺🇸

Shout out to @Oliva_Dorado_ for providing incredible olive oil for my wine club members.