@DNBMarkets Hva er poenget med disse innleggene med masse tall og bokstaver? Hvem som helst kan sjekke kursene selv. Hva med å tilføre noe av verdi i stedet? En liten kommentar om sentimentet, interessante narrativer i markedet, etc?
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Dag Fredrik Vold
577 posts
Dag Fredrik Vold
@dfvold
Trader, financial writer, #bitcoin.
Norway Katılım Temmuz 2011
660 Takip Edilen227 Takipçiler
@bjornaraske @richardpaulsen Jada, Bergensbanen har sin sjarm, men det er fortsatt en dyr, kronglete og treg måte å reise mellom Oslo og Bergen på. Husker vi hadde noen utlendinger på besøk som ville til Bergen. Vi endte med å sette dem på bussen. Det var raskere og billigere.
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Bergensbanen er unntaket som bekrefter regelen? Det kostet et helt statsbudsjett i sin tid, men få vil mene det var bortkastet i dag. Uansett må det satses på infrastruktur utenfor “det sentrale Østlandet”. F.eks. er veistandard i Sogn og Fjordane så dårlig at alle parti er enig i at noe må gjøres, men det er lett å prioritere bort pga få tapte velgere.
Norsk
Jeg liker tog, det er en behagelig reisemåte. Allikevel tenker jeg at det er svært dyrt, spesielt i Norge som sliter med infrastruktur utbygging fra før, men det viktigste er jo endringene som kommer; Jeg tror selvkjørende biler kommer til Norge innen 2-3 år, og da kan man krysse landet eller dra på hytta for 3-400 kr. i en el-bil som plukker opp og leverer. Jeg vet ikke hva nye milliardprosjekter på skinner skal levere av ekstragevinst!? Linjene rundt storbyer osv, må selvfølgelig gå for å avlaste trafikk og pendlere, men å satse på tog de neste 50 årene, tror jeg faktisk er lite smart. Hva tenker dere?
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@bjornaraske @richardpaulsen Husk at det er enorm forskjell i passasjergrunnlaget mellom Kina/Japan og Norge. Utenom det sentrale Østlandet så er jeg tvilende til om tog egentlig er hensiktsmessig i Norge.
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@richardpaulsen Tog kunne erstattet tungtransport og kortbaneflyplasser, om jernbanenettverket virkelig hadde blitt bygd ut (som f.eks. Japan og Kina). Burde brukt litt oljepenger for å investere i infrastruktur som kunne gjort oss meir konkurransedyktige i Europa.
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@Kontrapolitiker @richardpaulsen Det er sikkert riktig i Norge (har alltid tenkt buss er mest hensiktsmessig i Norge), men vet du om det er det samme i andre land? I Asia er det mye tog, men også mye mer mennesker.
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@richardpaulsen Per passasjerkilometer et tog det dyreste transportmiddelet som eksisterer, og slik har det vært lenge. Trikk er nummer 2. Asfalter sporene og sett inn (selvkjørende) busser.
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@richardpaulsen Togbilletter i Norge er så dyrt at jeg fatter ikke hvordan det går an. Å ta toget Oslo-Hamar koster det samme som en flybillett til Europa. Må være noe riv ruskende galt med organiseringen.
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@MsMelChen @reformparty_uk I think the governments of almost all Asian countries would be considered “far right” by European standards.
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Former Singapore MP Calvin Cheng weighing in on Reform UK’s recent stellar performance in the elections.
He highlights the similarities in the policy platform of @reformparty_uk and Singapore’s ruling PAP.
He is puzzled why they are called “far-right” by the British press.
Many in the comments express the same sentiments. Some even saying, “wait.. are *we* far-right?”
If Reform UK is being compared to Singapore’s government, I’d say they’re on the right track. Britain could really use some sensible pragmatism and pro-growth policies right now
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@helgeluras Lurås er den beste, ærligste og mest realistiske analytikeren på internasjonal politikk i Norge. Håper du fortsetter med ærlige analyser uavhengig av hva andre måtte mene.
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Trump har skuffet sine velgere - og han har skuffet meg. Det ligger lenke til en Youtube-monolog i artikkelen for de som er nysgjerrige på begrunnelsen.
inyheter.no/24/04/2026/hvo…
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La aldri en god krise gå til spille for å oppfylle politiske fantasier :) vg.no/nyheter/i/2pvn…
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@TheFlowHorse BitMEX seems to be in the process of this transition. Plus you can keep BTC as margin, which is great.
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@EGHaug @Regjeringen Hvilken lov var dette? Noe med «-klima» i seg?
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Mai 2025 "Hvis loven vedtas kan det komme til å medføre at Slagentangen og andre drivstoffterminaler langs norskekysten blir avviklet. Volumene som i dag går via Slagentangen vil i så fall komme direkte fra lagre i utlandet»". Beredskap ikke viktig for denne @Regjeringen
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@caprioleio Sounds like there's finally an opportunity for new people who want to get into mining.
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This is a wild and concerning trend for Bitcoin.
This is far worse than I had realized.
This is a list of all the major public Bitcoin miners.
ALL have made statements to pivot to AI.
ALL are targeting major shares of revenue from AI from here, not Bitcoin.
On average current Bitcoin revenue is expected to drop from 90% to just 30% in the next 2-3 years!
Do you see a pattern?
The stocks doing the best in recent years all jumped into AI big time.
Those with 80%+ AI share of revenue targets saw their stocks climb up over 500% on average. Those targeting <60% AI revenue saw 1/10th the growth, with many having negative 2 year returns.
The message is clear.
If these numbers are even half accurate, and they are based on direct company statements, the energy and commitment to Bitcoin is under significant threat over the next 2-3 years. All while Quantum computing is taking off and poses an existential threat to Bitcoin unless we change the code.
Many of these miners are not even planning to upgrade or renew Bitcoin mining hardware at all, simply running out lifespan of the existing and reinvesting only in AI.
The market has been voting with its feet.
Now the miners are voting with their feet.
Just as Bitcoin is about to approach its biggest ever threat in the coming years, the backbone of its security is leaving the industry.
Bitcoin used to be famed for having the biggest computing network in the world. It's now collapsing into AI at record pace.
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@IverNstad83446 @chribjel @hagaetc I’m into Scotch whisky. There are multiple specialist whisky shops in Beijing (Sanlitun area) with selections far better than Vinmonopolet. I was a regular customer there myself.
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@dfvold @chribjel @hagaetc Having lived in a couple major cities(notably Vienna and Beijing) I can confirm it is better than most Norwegians are even aware. Why not do it across the board? People want avenues for private entrepreneurship, so leaving lower risk industries to private sector is good.
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@hagaetc because it is great, and that comes from a capitalist like me.
1. non-profit
2. large purchasing deals with suppliers gives us good prices
only downside is the alcohol tax, which is massive. but that is not the monopoly's fault.
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@DominicFrisby @adam3us @krubesh @nytimes @JohnCarreyrou @DominicFrisby You said about Szabo in your book: "Of all those on whose shoulders Bitcoin is standing, there is one man who ticks an uncanny number of boxes." Have you changed your mind?
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@adam3us @krubesh @nytimes @JohnCarreyrou Agreed. I don’t think it’s him either. He is just one of a handful of people that “could” have done it.
He’s probably a better fit than Adam just on the grounds that he coded in C++
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Every few years, mainstream media discovers who Satoshi Nakamoto is.
Every time, they get it wrong.
The latest example is the @nytimes which has published a piece by @JohnCarreyrou arguing that @adam3us is Satoshi Nakamoto.
He isn’t.
🧵
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“It seems legitimate to want to know from where and from whom it came. The motives and plans of the creator seem like fair game, too. By putting Bitcoin out there, Satoshi made himself a public figure, whether he was looking for that status or not.” Amen. thefp.com/p/satoshi-has-…
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@LawrenceLepard @mattkratter He should not be allowed anywhere near that conference.
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@mattkratter And Eric just got announced as a speaker at Bailey's conference. Grifters. All of them. What is he going to speak about? How to rip people off?
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@DominicFrisby @adam3us @krubesh @nytimes @JohnCarreyrou If it's not Szabo and not Back, then maybe @CullenHoback got it right in his documentary after all..?
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@okaythenfuture @akarlin Not true. Those 10 year visas are only for Americans, not Europeans. Europeans get 30 days visa-free, longer stays need a visa (generally valid 1-2 years).
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Hainan is basically going to be the World's next Singapore,
China, the government that told you this about Shenzhen in 1989 is telling you its going to be,
Even Singapore has realized Hainan is going to partly nuke its entire business model,
I know one African businessmen who's been there for a year now and has moved his entire family out there, the benefits for businessmen are legit insane there,
but you're not going to do anything or ever visit because of the good old days or AI has claimed every business model or whatever.
The Chinese Century.
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