genetics

@TrendSpider Markets drop in panic overnight. In the afternoon session when US has secured Kharg island and the Strait market rallies hard.

What is your prediction for what happens over the next 24 hours?

@jbelisle_ @BitPaine Sadly, I don’t think people understand what is about to happen

This is crazy for so many reasons… 1) if you think he’s wiping Iran off the map. Please ask your boss to fire you. 2) I’ve seen this movie so many times. Trump wants 10, says he wants 100, and ends up with 20. 3) The fact that it keeps working and his opponents still think there’s a sliver of a chance he does the level 100 thing is Trump wizardry.

@morris11183 @jacksonhinklle How about “Peace talks wrapping up, very productive, US now has plans for lasting peace and prosperity”

@jacksonhinklle *2 seconds later* peace talks "going well"

🚨🇺🇸🇮🇷 BREAKING: Iran cancels all diplomatic channels of communication with the U.S. and announces the suspension of any and all message exchanges, following Trump’s latest threat – Reuters

The new X algo giving me slop. X should make everyone take an IQ test on here

@sminston_with Came looking for this. What I believe we are seeing is a compression on bitcoin to gold. The power model has worked so far but I’m wondering if the advent of true utility will cause a sigmoid curve like pattern and require some reworking of bitcoin models.

The BTC/Gold power law "broke." 💔 But what does that mean exactly? BTC isn't collapsing. Gold is repricing. Is this a temporary break? A permanent break? These are meaningful distinctions. The quantile power law models are trained only through Aug 2020 to keep things clear; interesting note on that alone: the past 3-year "pseudo-bull market" in GOLD terms has really only been a support line tracker, no actual bull market! But I digress... BTC/Gold ratio is now sitting at a 10⁻¹¹ quantile. Statistically this is practically 0 or less than 0. The floor was broken through, hard. Gold has nearly doubled since the model cutoff while BTC consolidates around $70K-ish. The "break" is really a story about gold catching a massive bid as sovereign debt concerns, war, de-dollarization, and central bank accumulation all accelerate, and we're seeing that acceleration. But these are forces that are often priced in early. So again... is this a permanent break, or is the ratio coiling for a violent snapback? Maybe the ratio snaps back and resolves into the power law. Maybe the model needs to be re-fit. But here's the thing: this "break" in the BTC/Gold ratio has had little to no effect on the BTC/USD power law, which continues to track. That tells you the deviation is a gold story, not a BTC story. Another point... gold's big run validates the hard money thesis, I believe. Capital is actively fleeing to scarce, uninflatable assets at historic scale. That's the exact macro tailwind BTC was designed for. Gold moved first because it's the 400-year incumbent. It has the rails, the custody, the regulatory clarity. Path of least resistance. But gold's repricing creates its own problem: at $4,500/oz, the risk/reward compresses. Gold's market cap is ~$22T. A 2x requires another $22T of inflows. BTC sits at ~$1.4T. A 2x requires $1.4T. Do you see the staggering asymmetry here? And if gold---->BTC rotation has already started (even early signs) consider the mechanics. Gold consolidates (denominator flattens), BTC gets its bid (numerator surges). You maybe see a gentle drift back to trend, or you may see a ratio explosion from both sides simultaneously. But up we will go. NFA

@TonySeverinoCMT Not true. You could see the black swan pricing in options chains leading into Covid

Tony "There's no way you could possibly see a Black Swan in the chart"

$META $AMZN $AMD look like they want to bounce

$88k on $BTC this week?

$RIOT shaping up on daily

@SteveUrkelDude @unusual_whales World is running out of oil. It wouldn’t surprise me if this happens

@unusual_whales On Tuesday, after no deal is reached: “Iran wants to make a deal, so we’re extending the deadline / postponing the attack”

@SteveUrkelDude So the week he took off was it because there wasn’t enough to buy? Take a week off and see if $btc slides more? I am confused at this point why we aren’t climbing higher

Saylor back to stacking Bitcoin after taking a week off from buying..

@TaPlot Im just here to trade man. Take your politics to bluesky

Damn! Sounds like a man that has lost his mind. Wowzah.

@zerohedge @QTRResearch Privatize and stamps go straight to $2 and then additional for distance.

It's Past Time To Privatize The Post Office zerohedge.com/markets/its-pa…

@Digitalmight007 @LeadingReport @grok @grok what are avenues that would be needed to change the constitutional amendment?

BREAKING: Supreme Court appears poised to strike down President Trump’s executive order that ends birthright citizenship for illegal aliens under the 14th Amendment, per FOX.

@HeidingOut Sounds like land is going to be cheap in Oregon soon

This is a joke or some sort of exaggeration? Right? Right?

@Brennan_BTC22 @saylor Looks like it’ll rally 10%… if it is convertible to MSTR at 10:1 wouldn’t that price it currently at $12.2?

“STRK iS sO uNdErVaLuEd” Yet, investors of 1 month ago have effectively lost their yield. More textbook value destruction by @saylor with no remorse for shareholders.

@DeItaone @MarketMaestro1 Why 2%? Just set a goal of 5% and let Americans get back to work

POWELL: WILL GET INFLATION BACK TO 2%

What if there is no alt coin rally and instead $BTC drops another 50%

@shanaka86 They can’t solely exist mining bitcoin when the drawdown happens… right now they’re shoring up capital to make sure they stay solvent

BREAKING: The people who literally produce Bitcoin are selling it. Not retail. Not governments. Not hedge funds. The miners. The entities closest to Bitcoin’s supply schedule, the ones who burn electricity to create the asset, are liquidating their treasuries to buy something else. Marathon sold 15,133 Bitcoin between March 4 and March 25 for $1.1 billion per SEC filings. The proceeds went to repurchasing $1 billion of its own convertible notes at a 9 percent discount, capturing $88 million in savings while cutting debt by 30 percent. Marathon’s treasury dropped from 53,800 BTC to 38,689 BTC per CoinDesk. The company revised its treasury policy in early March to explicitly allow selling mined and held Bitcoin for the first time. Core Scientific sold its entire treasury of 2,537 BTC in March per Coindoo, then secured a $500 million loan from Morgan Stanley to build AI data centres. Analysts expect 71 percent of its revenue to come from AI and high-performance computing by year-end. Bitdeer liquidated its entire treasury to zero in February per CoinShares. IREN exited Bitcoin reserves entirely and announced $3.6 billion for AI expansion with 23,000 NVIDIA GPUs deployed and a Microsoft contract per Coindoo. Riot sold 1,818 BTC in December 2025 and 383 BTC in November per CoinShares. Holdings dropped to 18,005 BTC. Collective public miner sales exceed 15,000 BTC from peak levels per CoinShares Q1 2026. Here is the trans-domain connection nobody else has drawn. Iran bombed Qatar’s Ras Laffan gas complex. Energy prices spiked 30 to 45 percent. Bitcoin mining margins collapsed to $57 to $129 per megawatt. AI data centre colocation pays $200 to $500 per megawatt. The war that was supposed to make Bitcoin a safe-haven asset is simultaneously destroying the economics of producing it. The same energy shock that drives the risk-off narrative driving BTC price upward is crushing the miners who create the supply. And the miners are not buying gold with the proceeds. They are buying GPU clusters. They are signing 12-year contracts with CoreWeave worth $10.2 billion. They are leasing 15-year campus deals with Hut 8 worth $7 billion. They are building the physical infrastructure of artificial intelligence with the cash they raised by selling the hardest money on earth. The producers of Bitcoin have found something they consider harder than Bitcoin: compute. Meanwhile, Strategy added roughly 15,000 BTC in Q1 2026, taking total holdings above 500,000 per its filings. BlackRock’s IBIT ETF absorbed $1.9 billion in net inflows in March per Bloomberg. Fidelity and Ark added another $900 million combined. The miners are selling. The institutions are buying. The difficulty adjustment is rewarding the pure-play survivors. And the network’s security is narrowing to a smaller set of dedicated operators. This is Bitcoin’s most profound stress test since the halving. The entities that create the asset are voting with their balance sheets that superior alternative yields exist right now. The entities that accumulate it are voting that its scarcity premium survives. Both sides are rational. Both are responding to the same energy shock, the same halving math, the same AI boom. One side produces Bitcoin. The other side collects it. The war between the producers and the collectors will determine whether Bitcoin’s monetary properties survive the decade in which artificial intelligence became the superior use of electricity. open.substack.com/pub/shanakaans…

@kangminlee Probably need to vote on a new constitutional amendment

Not to sound over-dramatic, but the future of America literally hinges on this SCOTUS decision.