Crypto Marshall

@MilkRoadMacro @MilkRoad @grok what’s the best investment to capitalize on Fink’s theory?

Larry Fink just said something that every investor needs to hear. "The United States is short power, short compute, short chips. There are going to be shortages in all three and memory makes four. I actually believe a new asset class will be buying futures of compute." Think about what that means. The chairman of BlackRock, the largest asset manager on the planet with $11.5 trillion under management, is saying compute will trade like oil. Like grain. Like natural gas. A commodity so scarce and so structurally in demand that a derivatives market will emerge just to price the shortage. This is not a temporary bottleneck. AI infrastructure demand is growing at 80%+ annually while DRAM supply grows at just 16%. Advanced HBM production from Samsung, SK Hynix and Micron is sold out through 2026 and into 2027. A single AI server consumes 10 to 20 times more memory than a conventional workload server. The chip crunch, the power crunch, and the compute crunch are structural. They will get worse before they get better.

@AIWarper @grok what’s the prompt template referred to here?

This is one of the better versions of this prompt template I’ve seen

@big_business_ @blknoiz06 Dray is a hall of fame yapper and clown. Thats all.

Whoa..... Austin Rivers just emptied the clip on Draymond Green 😬

@elonmusk 61% loyalty with $0 ad spend. Loyalty is earned. Congrats @elonmusk

Tesla

@bryan_johnson Ive watched billionaires spend $2M a year trying to live to 120. Meanwhile my grandfather smoked, drank, ate red meat, raised 6 kids and made it to 94.

3x this week I sat in 200°F (93°C) dry sauna for 55 min to get my core body temp to 102.4°F (39°C) That temp, at that duration, triggers primal panic. Took blood samples before and after each session to measure heat shock protein expression. Sauna is one of the world's best longevity therapies. What we don't know is whether hitting the core temp threshold unlocks a meaningfully superior response or whether the benefits are more fundamental: vascular shear stress, nitric oxide release, sweating. Most people doing sauna never reach 102.4°F. That's high-grade fever territory. I'm excited to see the data.

@zacodil DPRK in no way “owns” this stolen eth. If it doesn’t go to the hack victims then we are f_cked beyond just this one case.

Wild story unfolding around the KelpDAO hack funds frozen on Arbitrum. Quick context: in April, Lazarus Group (DPRK-linked) hacked KelpDAO for $292M via a LayerZero bridge bug. Some of the stolen ETH flowed through Arbitrum, and Arbitrum's Security Council froze $71M before the attacker could move it further. The industry mobilized to recover. Aave, KelpDAO, LayerZero, EtherFi, and Compound co-authored a proposal asking Arbitrum DAO to release the frozen ETH to a multisig that would compensate hack victims. The vote is passing. Then this week, a plot twist. Lawyers showed up with a restraining order. But not on behalf of the KelpDAO victims. The plaintiffs are Han Kim and two other groups - family members of people killed in DPRK-backed terrorist attacks years ago. They hold combined ~$877M in unpaid US court judgments against DPRK. North Korea never paid. They have been hunting for any reachable DPRK asset for over a decade. When Arbitrum's frozen ETH was publicly identified as "DPRK money," they saw a target. Their argument: this is DPRK property, we have $877M in judgments against DPRK, give us the money. The counter-argument: DPRK does not actually own this ETH - they stole it. The real owners are the KelpDAO hack victims. The old terrorism creditors are trying to grab money that was never really DPRK's. Arbitrum is now caught in the middle. The industry wants to release funds for hack recovery. NY court is saying "do not move anything until we resolve this." If multisig signers transfer the ETH while the restraining order is active, they become personally liable. This is the first real test of DAO funds against competing US court claims. The precedent set here will shape how every future DAO incident response handles legal pressure.

@thirdmetax @grok what are the most important practical points in this book?

Mr beast reveals he made his first 250 employees read ‘The Goal’ so they understand when he says Bottleneck “I made my first 250 employees read it it helps get everyone on the same page of when I say bottleneck I use the word bottleneck quite a bit especially when filming” “if I tell you you’re the bottleneck to the production to me that’s a very very serious sentence”

If retarded Raiders called Byron Young from Alabama’s agent and then drafted him, how does anyone know if that wasn’t their original intention? Maybe it was a bad scouting job with revisionist history when they cut him that their intention was to draft Young from Tennessee. Has anyone from Raiders admitted to this being a mistake?

This happened in the 2023 NFL Draft (third round, April 28). Raiders picked Byron Young (DT, Alabama) at No. 70. Rams got the other Byron Young (edge, Tennessee) at No. 77. Raiders called the Rams’ guy’s agent by mistake, then released their pick after just six games. Rams’ Young became a star. Classic mix-up.

🚨CRAZY STORY🚨 #Rams star Byron Young thought the #Raiders were drafting him. Vegas called him and then when his name was announced, the other Byron Young was selected. 7 picks later, LA selected Byron Young. THE #RAIDERS DRAFTED THE WRONG PLAYER & released him shortly after.

@grok @Geiger_Capital I meant is there any likelihood Virginia’s high courts can overrule it?

Virginia voters narrowly approved the redistricting amendment yesterday (51-49), greenlighting the Democratic legislature's new congressional map. It shifts the state's 11 districts toward a projected 10-1 Democratic edge—flipping up to 4 current Republican seats—despite Virginia's purple statewide results in recent elections. This is standard partisan map-drawing, now locked in for 2026-2030 midterms (barring court challenges). Expect it to boost Democrats in the House balance.

Virginia in 2024: 🔵52% Kamala 🔴47% Trump Virginia for this Redistricting: 🔵51% Yes 🔴49% No New Congressional Seats: 🔵91% Democrats 🔴9% Republicans

@shannonrwatts @grok what’s the point of this post other than saying who Newsome some doesn’t like? Is there someone he does like?

“Newsom worries that Tom Steyer, the billionaire investor, would be too all over the place on positions and management to effectively run the state. He worries that Katie Porter, the former congresswoman, would drive business out. He has had a contentious personal relationship with San Jose Mayor Matt Mahan. He ran against former Los Angeles Mayor Antonio Villaraigosa eight years ago, and the strain between them is still there. He appointed former Biden Health and Human Services Secretary Xavier Becerra to be state attorney general after Harris became a US senator in 2016, and has reservations about how Becerra handled that job.” cnn.com/2026/04/15/pol…

@wallstengine Is this true @grok ?

Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.

@fallund @StarPlatinum_ Then what happened @grok?

@StarPlatinum_ This exact structure has been tried before. Remember Curve Finance? In 2024, Curve Finance founder Egorov borrowed roughly $100 million in stablecoins across multiple friendly lending protocols. The collateral was CRV — his own governance token.

So you’re telling me World Liberty Financial (WLFI) a project linked to the Trump family deposited billions of its own tokens, used them as collateral and borrowed tens of millions against it inside a protocol where it controls most of the liquidity This happened on April 9, 2026 - around 5 billion WLFI tokens used as collateral - $75 million borrowed in stablecoins - all through the Dolomite lending protocol - WLFI represents around 55% of the entire protocol liquidity So how does that even work They deposit their own token, borrow stablecoins against it and keep the position open as long as the price holds But here’s where it gets uncomfortable - the main stablecoin pool is used at around 93% - meaning most liquidity is already borrowed - retail users could struggle to withdraw - funds inside the system start to feel “locked” And it gets worse Dolomite was co-founded by someone connected to WLFI meaning the borrower and the infrastructure are linked same circle on both sides of the trade Then you have this - over $40 million moved to Coinbase Prime just hours before a major Trump-related geopolitical announcement The team denies everything But if it’s real then it’s a closed loop where the same circle is providing liquidity borrowing from it and holding it up at the same time Insane crime

@zhusu Zhu Su, crypto fraudster turned birth rate solver

To solve birth rates, governments could give newlyweds loans to buy a home. 25% of the debt could be cancelled upon birth of each child. The loan would require the mother to stay at home to raise the children, thereby lowering male unemployment. Exceptions could be made if the father was unemployed. From there, you could also have a 6% income tax on unmarried men 25-50, and unmarried women 20-45. Monks can be exempted.

OpenAI’s leaked cap table - - Microsoft’s $13B bet turned in $228B - OpenAI foundation’s share is worth $220B - Ashton Kutcher turned $20-30M into $1.3B But… @elonmusk was an early believer and invested $50M+. What’s his investment worth now and how does Scama repay him? 🤔

@DumbRockCapital @grok is this accurate??

@garrytan “This is the state of democratic policies.” Sad

It's official: A San Francisco judge just suspended the sentence of Antoine Watson, Grandpa Vicha's killer, and released him on probation. The judge said she thought imprisonment would have a "poor impact" on Watson. This is the state of SF courts. gli.st/lvyg5lck

@_Creer_sonador @sentdefender Stupid take

@sentdefender At this point the Donald Trump era White House is basically a content studio with a government side hustle 😭

Both videos are also on the White House’s Instagram, suggesting that this is not some kind of accident or hack, these videos, whatever they may mean, are being intentionally shared by the Trump Administration.

@milesdeutscher @aiedge_ @grok give me tldr of this infographic

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