Crypto Sim

"Fiat currency is not an asset to be hoarded like gold that is not its specific utility, instead fiat acts as a conduit which we can use transfer or exchange value through" Learn more from Shadownomics here-> kazonomics.com/truth-money-%F…

The first criminal case of streaming fraud where a North Carolina musician who used AI to make songs, then streamed them billions of times himself making $8 million

@TheRealNomics @KobeissiLetter 💯

@crypto_sim @KobeissiLetter Nothing he wasn’t doing in his 1st term moving the market 😼

BREAKING: The S&P 500 ETF, $SPY, posts a massive reversal in after hours trade, now up over +1%, as President Trump says he is considering “winding down” the Iran war.

@RampCapitalLLC Exactly what should 🐝 happening in an economic attack 2 remove the artificially suppressed financing advantage the United States has created while sabotaging everyone else’s economies around the 🌍 #Brics vs #Nato tings 😼🔮

WOW. Just in the last two weeks, BYD showrooms around the world are seeing a surge in customer demand from people who are deciding that now is the time to switch to EVS, with oil prices so high. bloomberg.com/news/articles/…

Ken Griffin has a perfect bracket still. He can’t keep getting away with it.

The news flow was a coupla measly defense contracts back then too

Almost a 10x since doing an ungodly amount of relative volume on earnings last June

$PL up 20% on earnings, up around 30% on the day -Cash flow / EBITDA positive -Has a net cash position of $640m -$900m backlog -$GOOGL owns 10% of class A shares -putting datacenters in space with GOOGL via Project Suncatcher by 2027 -already has active NVDA GPU’s in space in their satellites If you want exposure to a space stock, I continue to think this is your answer. Yes, it’s ridiculously expensive, but cmon... we're talking space datacenters here

First it was aero engines repurposed for data centers. WSJ now reporting that domestic battery capacity for EVs, including of Ford/GM, is also being repurposed for data centers with slowing EV sales. - LG producing battery cells for Tesla instead of EV batteries for GM - Ford investing $2B to repurpose EV manufacturing in Kentucky; Ford CEO - energy storage has a “short payback period” and that it can be used to “de-risk the core automotive business” - Samsung $1B deal with undisclosed company to use its Stellantis JV factory in Indiana - AESC retooling a factory in TN that made batteries for the Nissan Leaf - Repurposing requires change in chemistry from NMC for EVs to LFP for grid applications; change of shape more tricky - Volta Foundation annual report last month also called out 190 GWh of mfg capacity reallocated to LFP - Qualifying for tax credits not so straightforward given supply chain for materials is all from China As @TheStalwart said: "That which *can* be repurposed to serve the AI supply chain *will* be repurposed to serve the AI supply chain."

Hard pivot to become Anthropic

People were posting the ecommerce chinese listings on here even before Reuters or the ATH

Reuters reports that Chinese universities and research institutes recently obtained high-end Nvidia AI chips by acquiring Super Micro Computer-made server products through resellers, despite the U.S. widening a ban last year. #China $NVDA $SMCI reuters.com/world/china/ch…

SUPER MICRO CO-FOUNDER, EMPLOYEE AND CONTRACTOR SMUGGLED NVIDIA CHIPS TO CHINA, U.S. PROSECUTORS CHARGE - CNBC

Classic Netanyahu: In Hebrew, he said the war will continue as long as it takes In English, he said that it will end faster than most think

EXCLUSIVE: MLB is getting into the prediction market business through a multi-year deal with Polymarket, FOS has learned. Polymarket will become the exclusive prediction market partner of MLB and will be the only platform allowed to use team logos and marks. By @BenHorney ⬇️

Confirming a longstanding geopolitical theory, Netanyahu says that he "envisions" oil pipelines running from the Gulf countries West through Israel to the Mediterranean to Europe to avoid conflicts with Iran in the future. The move would dramatically improve Israel's standing in the world. Follow: @AFpost

here's another AI UGC video from our new system our new system is extremely good at details: > handles accurate product placement > realistic voice > stable/controllable movements > infinite length can make them at scale & FAST if you know what you're doing best time to be alive ngl..

BREAKING: GOLD COLLAPSES AS ARAB GULF STATES SELL THEIR ASSETS TO RAISE MONEY Put differently, in this time of crisis, they are selling their gold in favor of US dollars.

The bigger picture what ur seeing is potentially the 2nd largest #Gold Vs #Oil mean reversion in history since the supply & demand shock of #Covid @KobeissiLetter ur chart shows the tilt 4 retail into #Gold at the climax of this relationship & now #Fractal #Oil #Embargo 2026 😼