diamonddave

I like this view 😄

Elon Musk: “The limiting factor for AI is electrical power” Chip production is growing exponentially, but electricity is not Later this year we could be producing more chips than we can turn on Who has the electricity?

MEXICO'S 3rd RICHEST MAN SAID HE'S THINKING ABOUT PUTTING 100% OF HIS PORTFOLIO IN #BITCOIN BILLIONAIRES GOING ALL IN

Huge milestone for $BITF 🚀 Bitfarms has officially been added to the S&P/TSX Composite Index. That means every index fund, ETF, and pension fund that tracks the TSX is now required to buy BITF shares before Dec 22, 2025. More forced institutional buying → more demand → stronger price. This is a major validation of the HPC/AI pivot and Bitfarms’ growth trajectory. $BITF 🔥 #HPC #AI #Bitcoin

🚨 BREAKING THE EXACT REASON WHY THE MARKET JUST CRASHED: WINTERMUTE DUMPED 9,315 BTC COINBASE DUMPED 8,375 BTC BITMEX DUMPED 7,993 BTC BINANCE DUMPED 5,46K BTC BITWISE DUMPED 5,01K BTC BITFINEX DUMPED 3,751 BTC THIS WAS A COORDINATED DUMP!!!

Not sure where the short term takes us, but here’s an extensive look at why I’m not going anywhere, and why I’m positioning myself in the best way I can for what’s coming in crypto. I’m not bullish for no reason. There are reasons. A lot of them. And in this game, I think patient capital wins. This is just my crypto journey. Fed rate cuts likely for December Cheaper capital incoming QT ends Dec 1 Liquidity drain finally stops PMI cycle expansion coming Historically when risk assets explode QE revival set for Q1 2026 Fresh money printing on deck (see Ray Dalio’s “easing into a bubble”) Global liquidity at all-time highs 80%+ of major economies are easing U.S. stimulus likely $600B+ potential retail inflow TGA drain underway $100–150B liquidity release Canada restarting QE Adds to global liquidity wave Global M2 exploding Monetary expansion everywhere DXY weakening Capital rotating toward risk Truflation cooling Green light for cuts Labor market softening (just right) Controlled slowdown, no panic ISM manufacturing ready to expand Growth mode loading U.S. economy projected to re-accelerate 2026–27 boom setup Pro-crypto Fed chair likely Dovish, crypto-positive replacement Market Structure Bill advancing Institutional unlock U.S. deregulation wave coming Clearer rules → more adoption ETF inflows set to rebound Post-dip reversal coming BTC dominance dipping on fear Capital quietly preparing to rotate to alts 10Y yields falling Flows shifting toward risk assets Plus the stuff almost nobody is talking about: RRP drained to zero The $2.5T liquidity buffer is gone Fed balance sheet about to slope up (even slightly) Direction matters more than level Net Liquidity inflecting higher Balance sheet – TGA – RRP all flipping bullish Fiscal dominance kicking in Deficits + interest costs force QE 2.0 Japan YCC unwind = liquidity leak Capital flowing outward China stimulus wave Liquidity spilling into global risk ECB pivot already underway Eurozone easing adds fuel Corporate buybacks re-accelerating Cheap rates → more buybacks Household liquidity still elevated Retail dry powder intact AI Capex demand shock Productivity boom → PMI expansion PMI cycle expansion coming Historically when risk assets explode. Put this twice because it’s one of my favorites ;)

The bankers just declared TOTAL WAR on Bitcoin. They already started going after: • Strategy • Jack Mallers • Tether Now they’re gunning for David Sacks - Trump’s Crypto Czar. These attacks are exactly part of what I wrote about in May in my post on the monetary war of Trump vs Globalist Bankers (check my pinned post). This is coordinated attack on a Bitcoin-friendly voice inside Trump’s circle. Why? Because Trump administration wants to weaponize the Bitcoin + stablecoin flywheel and end the banks monopoly over controlling money supply. So far banks controlled money supply through FED and fractional reserve banking. • GENIUS Act • CLARITY Act (incoming) • BITCOIN Act (possibly coming) can shift money creation from the Fed & banks to a decentralized network of private stablecoin issuers. These bills can break fractional reserve banking and end their century-old money printer. The globalists are fighting for their lives. They’re terrified because for the first time in 100 years, they’re about to lose control of money itself. If you see it too, bookmark this post and share it with someone who still doesn’t.

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$SOL 🚀 patreon.com/posts/14236045…

Clear manipulation on display. Watch it play out - on the Solana ETF launches everyone will go long, Binance will flush the range. Understand how the market works until Market Structure. @DavidSacks @SECPaulSAtkins @michaelselig - pay attention. Ive been narrating this for years. This is a perfect time to watch the manipulation first hand. 3 $SOL ETFs launching this week. Binance ha sold high leverage Longs with liquidations: - 100x leverage to $197 - 50x leverage to $189 - 25x leverage to $184 They will use market makers to wash trade the price down liquidating late longs. This aggregious and obvious manipulation must end.

It’s finally here. The first SEC-approved Solana ETF.🔥 Meet $BSOL from @bitwise. Solana 🤝 Wall Street

MISSED $IREN AND $NBIS? THE NEXT HPC RUNNERS ARE HERE The HPC (High-Performance Compute) + Bitcoin crossover is just beginning. Here are names quietly positioning for the next wave: $CIFR – U.S. miner with some of the lowest power costs. Expanding AI hosting and Bitcoin operations. Still flying under the radar but gaining traction. $MARA – One of the largest BTC miners. Holds a massive Bitcoin treasury close to its market cap, creating asymmetric upside if BTC rallies. $RIOT – Operational leader with record BTC output, billions invested in infrastructure, and growing HPC capacity. Cyclical but top-tier execution. $GLXY – Digital asset merchant bank bridging traditional finance and crypto. Well-positioned to benefit from institutional adoption. $HUT – Lean Canadian miner expanding its U.S. footprint. Balanced exposure to both BTC and high-performance hosting growth. Smaller Caps to Watch: $BITF, $WULF, $CORZ, $BTBT, $HIVE – Higher beta names with explosive potential if BTC momentum accelerates. ❤️ AND RT TO HELP OTHERS

These are all of the AI data-center operator plays available in the market right now: $CRWV | CoreWeave | MC: $61B $NBIS | Nebius Group | MC: $26B $IREN | Iren | MC: $15B $GLXY | Galaxy Digital | MC: $15B $APLD | Applied Digital | MC: $9.5B $CIFR | Cipher Mining | MC: $8B $RIOT | Riot Platforms | MC: $7.8B $MARA | Mara Holdings | MC: $7.5B $CLSK | CleanSpark | MC: $5B $WULF | TeraWulf | MC: $5B $HUT | Hut 8 Corp | MC: $4.3B $BITF | Bitfarms | MC: $2.3B $HIVE | Hive Digital Technologies | MC: $1.2B $WYFI | WhiteFiber | MC: $1B $SLNH | Soluna Holdings | MC: $0.2B $DGXX | Digi Power X | MC: $0.2B

BREAKING: @NYSE Arca has certified the listing and registration of the @bitwise Solana Staking ETF 👀

T R U S T M E W H E N I S A Y T H I S . N O O N E I S P R E P A R E D F O R W H A T ‘ S C O M I N G .

History shows: When GOLD tops > Bitcoin bottoms and starts the parabolic run We witnessed this in 2020, and we are on the verge of repeating this again in 2025.

$SOL ETF Update: @21shares files Form 8-A(12B)(Registration statement) with the #SEC after market close. This is the final document. This ETF will go live. sec.gov/Archives/edgar…

@Freedom_By_40 Amen

Even I can’t believe how right I was about the miners. All the hate was worth it in the end.

🚨 $BITF is rewriting its playbook. This isn’t just a miner anymore, it’s becoming critical AI infrastructure. • Market Cap: $2.97B • Q2 revenue: +87% YoY • $300M project financing secured • New CFO brought in to scale growth From Bitcoin to HPC & AI, the re-rating is underway. You’re not chasing hype. You’re front-running reality 📈

Big week