aietídes

I’m so serious @Topps release an additional memes pack with the following @SpongeBob (more in reply)

@BradSmi @Microsoft $PSTG would help $MSFT internally with their own metrics, if you aren’t running Pure Storage you’re doing yourself a disservice

Today, we are announcing @Microsoft's five‑point plan for building Community‑First AI Infrastructure, our pledge to build and operate datacenters responsibly as we help power the next generation of AI. Progress must go hand in hand with partnership, and these commitments set a high bar for how we work with communities across the United States. Building AI infrastructure isn’t just about technology, it’s about a long-term view that benefits everyone. aka.ms/CommunityFirst…

@ns 🔵

Building the Base Network State.

@BidBird10 $UUUU at 3.5B is still a great entry for asymmetric upside next 5-10 years

Energy Fuels $UUUU at $1B was probably the most asymmetric r/r opportunity I have ever seen. Literally free money. That being said, I think EQ Resources $EQR at US$200M might be even better... Margin of safety, which is usually the most important metric to me, is so ridiculously high here, that even with subpar operational performance this should double or triple relatively easy. With top-notch operational performance we are talking about 6-10x returns. Tungsten price also have a lot of room to drop before I’m starting to getting worried. This play should work with $500/MTU upwards and we are currently at $800/MTU. Of course higher the better. Most important thing here is that this is not like Almonty $AII which is already priced to perfection. This is priced to depression and that is the key here which allows us to have a very high margin of safety regarding the equity performance in the next 12 months. Tungsten price: De-risked with a high margin. Market cap: De-risked with a high margin. Short term liquidity: De-risked with a margin. These are the exact setups you want to find from the market. For this trade to not work out? We need to witness a generational clusterfuck operational performance from EQR. Seriously impressed if they somehow can mess everything that badly, given they have two mines in production with commodity price well above breakeven. That is of course always possible and you never can’t get away from all the normal mining related risks. However, going into 2026 I’m comfortably long as EQR is now my second biggest position due the exceptional margin of safety levels. Kudos to @Alexsei88 for getting this baby on my radar.

@ctindale @sog_on_bird_app @grok Me either (re sea floor mining) but if feels inevitable since decoupling is happening

@aietides @sog_on_bird_app @grok $UURAF & $UCU are the same , $TMC is excellent. I’ve just never been able to get my head around sea floor mining and $UUUU also a no brainer

@ctindale @sog_on_bird_app @grok I know $LMRXF is also an interesting one

@ctindale @sog_on_bird_app @grok Thoughts on $UURAF $TMC and $UUUU?

All mega viral that continue to exist on the internet and will never go away. These are all bangers

I’m so serious @Topps release an additional memes pack with the following @SpongeBob (more in reply)

@ENERGY The DOE should look into mandating higher energy standards/efficiency for data centers. Companies who evaluate their stack will move to more energy-efficient, non disruptive, and lower latency solutions like $PSTG. Obvious tailwinds for that + $EOSE Energy efficiency.

@WatchTheBreaks This will continue to happen cyclically

@kelxyz_ Insanely bullish

Reddit is short ZEC Just in case you’re wondering which side of the trade ppl are on

@Breadddman $MP $UUUU $UURAF Strategically necessary for America

$MP BM thinking is Donald Trump knows that China will continue to use rare earth as leverage against him in the next six months to a year. He will do everything he can to reassure our domestic production, it’s the biggest rare earth company in North America. Not to mention government has a stake in this company. BM not betting against it.

Been thinking about the ZEC trade past the whole, "It's just BTC maxis piling in and creating artificial demand." I think certain coins and the narratives behind them tell you a lot of vital things unfolding in the real world. My takeaway from it? The OG BTC cabal understand what's coming. We’re so close to global Digital IDs and social credit scores entering the West. We're seeing some banks in the UK slowly integrate it now as well [with options to enable carbon print data on bank statements for perks etc.] The ONLY WAY to prevent the inevitable, which is mass surveillance and restraining you from doing WHAT YOU WANT, Is by protecting yourselves with privacy being prioritized NOW. How does that happen? By ONLY using decentralized apps and opposing any central authority in entirety. AKA going back to the origins of Bitcoin. NOT YOUR KEYS, NOT YOUR COINS. And how do you truly control your keys? By being onchain. How long until centralized exchanges or any centralized entity holding YOUR FUNDS are subpoenaed to lock YOUR ACCOUNT because you shitposted something on Twitter? And is it a coincidence that the "perp DEX" meta randomly accelerated during all of this? EVERYTHING will soon enough HAVE to be onchain. Polymarket were ahead of their time in 2020 and now that's one of the strongest USP. Likewise, with the best prediction market being onchain and perps largely becoming popular onchain, The next is the same for this hypergambling dystopian world we're seeing mould in front our eyes, Even casinos will HAVE TO be onchain to verify everything or they'll be left in the past. It's getting harder and harder to trust ANY authority. Much like ZCASH being a privacy play, Things like Polymarket, Hyperliquid and dare I say without you guys crying, Luckio, are in a league of their own amongst competitors. This isn't just about having control again, it's about securing yourselves against inevitable oppression. Acquire shares of decentralized systems in every category, it's the future. ~ Dr. Axius.

My favorite thing about Principles for Dealing with the new order is that Ray spends the whole book making a cohesive argument for bitcoin across geopolitics, finance, war, socioeconomic factors, etc, and yet still doesn’t think bitcoin will be the future. Tech always wins

@level941 Literally everything is downstream of great power conflict

What have I been telling you about China. The Oct 10–11 wipeout was “manufactured,” withdrawals were throttled, and fees plus internal P&L captured the spread. Wintermute’s own line is that they stopped trading mid-crash because internal risk limits tripped, not to profit from it. That matters because “stood down” vs “leaned on the book” implies opposite motives. force liquidations, slow withdrawals, book internal P&L, and harvest 8–12 bps on extreme turnover days. That’s exactly the type of play Chinese exchange + MM would do. I just need need order-book and wallet evidence to prove it. If Washington can make domestic hash-rate and mined BTC the new collateral for Treasuries, the dollar becomes energy backed again this time by compution rather than crude. That threatens the entire BRICS commodity clearing model China has been building with gold and the digital yuan. China can’t easily stop American miners or ETF flows directly, but it can attack the price discovery layer. Binance, Bybit, and Hyperliquid are offshore venues with deep liquidity but no U.S. regulatory leash. Each blaming each other like the Spider-Man meme. Most large market makers routing through them. Wintermute. Jump, etc. operate globally. If you control latency, liquidation engines, or synthetic funding rates, you can spike or crush BTC’s price at will. The easiest way to discredit BTC is to make its market look chaotic and manipulated. You see gold crash 5% two days in a row? Exactly. That’s the counter punch. Bitcoin is a large asset class now. Beijing’s rational response is to suppress Bitcoin’s perceived reliability until the U.S. hash-standard architecture is too costly or politically risky to finish. If the U.S. succeeds, Bitcoin becomes the backbone of a Hash-Dollar energy-reserve economy, reviving dollar hegemony. the market behavior you’re seeing fits perfectly with a financial proxy war: Hash-Dollar vs. BRICS-Gold. WW3 isn’t fought with bullets. You all act as if sovereign nations don’t know that Bitcoin is the greatest innovation the world has ever seen… -pigeon

@Timemachine1211 @level941 @balajis Unfortunately agree

@aietides @level941 @balajis Balaji is betting on America’s downfall. I used to like that guy a lot but see through his bull crap now. Profits from the US dollar but cheerleads for team china.

@jessepollak Buy out NBA topshot/NFL allday licenses Partner with Topps and Panini Partner with Pokemon Own the coming digital collectibles surge. The industry is just missing better access and infrastructure. Would genuinely help with this if open to it

one thing about me: i love feedback opinions from those genuinely interested in building a better world are invaluable. noisy and angry people, not so much. but people with signal legitimately change my model of myself and the world for the better. thank you. still day one.