Ashure Group

[Cryptoclout @cryptoclout]

"#Bitcoin is digital energy. With this technology we can deliver any amount of power, at any frequency, anywhere in time and space, with nearly zero friction. It is smarter, faster, and stronger than mechanical energy, chemical energy, or electrical energy." - Michael Saylor 2021

[Cryptoclout @cryptoclout]

Stay humble. Stack sats. The future belongs to the patient. Follow for the Genesis Files.

[Cryptoclout @cryptoclout]

"Imagine that Bitcoin is successful and becomes the dominant payment system in the world… each coin would be worth about ten million dollars."
— Hal Finney, 2009

He didn't say maybe. He said imagine.
The math hasn't changed. We are still early.

[Cryptoclout @cryptoclout]

https://t.co/j7EHq675AX

[Cryptoclout @cryptoclout]

99% of people who own Bitcoin can't explain how it works.
This one image covers everything:
→ The double-spend problem it solves
→ How the transaction chain actually flows
→ Why Proof of Work is irreplaceable
→ The privacy model most people get wrong
Bookmark it. Study it.

[Cryptoclout @cryptoclout]

THE FOUR GOSPELS OF THE LAST BITCOIN
As told by Claude · Gemini· GPT · Grok
1 PROMPT - 4 Different Stories 4 different Images

[Peoples Reserve @PeoplesReserve]

Most “crypto-backed mortgages” still trap you in the same broken system ⚠️

They let you use $BTC for a down payment BUT you’re still stuck in a 30-year debt trap.

Enter Bitcoin Powered Mortgages...

Two revolutionary contracts that turn Bitcoin into pristine collateral that actually works for you:

1. Self-Repaying Mortgage (SRM)

> Post 1:1 Bitcoin collateral
(100% LTV, no over-collateralization)

> Rates as low as 3-6% APR (33% LTV)

> As your collateral appreciates, interest rates drop, excess collateral can be withdrawn or used to pay down principal further.

> Zero liquidation risk, market crashes can't force you to sell bitcoin or lose your home.

> Your $BTC stays 100% yours
(bankruptcy remote SPV, BitGo custody, never rehypothecated)

> No credit checks, no income verification

> Unlock the full purchasing power of your Bitcoin savings while keeping every sat of upside.

2. Bitcoin Mortgage Reserve (BMR)

> Don’t have enough for 1:1 (100% LTV)?
Contribute just 20% (500% LTV) of the home price in $BTC to BMR escrow, get financing.

> BMR escrow compounds with $BTC growth and becomes your equity engine

> Can pay off mortgage early

$BTC CAGR | ⏳ Debt Free
15% 14 years
30% 9 years
60% 5 years

> You move in today. Your Bitcoin works in the background and sets you free tomorrow.

Why these are exponentially better than the alternatives:

Latest trend (pledge $BTC for down payment), have two contracts (downpayment + mortgage)

Bitcoin helps you enter the house → debt stays fixed for decades

With our BPMs: Bitcoin helps you exit the mortgage → debt shrinks fast and disappears decades early

No forced selling.
No taxable events.
No liquidation drama.
No idle collateral.

Just aligned incentives, compounding equity, and real financial freedom.

This isn’t adding Bitcoin to old finance.
It’s rebuilding finance on Bitcoin.

Most platforms help you finance a home.
We help you finish the mortgage.

Build Wealth Smarter ⚡️

[The Vigilant Fox 🦊 @VigilantFox]

A leading neuroscientist just confirmed a “wild conspiracy theory” about incandescent lights and LED bulbs.

Dr. Andrew Huberman told Bill Maher that the long wavelengths in incandescents can improve your vision and “charge your mitochondria.”

Conversely, LED bulbs are “causing disruptions in mitochondrial function.”

DR. ANDREW HUBERMAN: “Your mitochondria function better, you increase ATP production, your metabolism increases in the presence of red light, long wavelength light to the skin.”

“Shine long wavelength light on somebody, watch blood glucose levels in a blood glucose test, and it’s blunted.”

“Now, the LED lights that are commonly used now… that short wavelength light, in the absence of long wavelength light, has been shown to damage the mitochondria.”

“This used to be considered crazy. This was like chemtrail crazy, right?”

“But now we’re starting to see from animal studies and human studies, from Glenn Jeffreys and others, that people’s vision gets better when they get in front of an incandescent bulb once a day.”

“If they get sunlight, which also has long-wavelength light, your vision improves because of improvements in mitochondria.”

Scientific data backs Huberman up: https://t.co/LbqghqHNux

The Biden administration quietly pushed incandescents out of the market through aggressive energy regulations.

But you can still find them online today if you look hard enough.

If something as simple as your light bulb can disrupt your mitochondria, what else is quietly keeping your cells stuck in survival mode?

Once you understand how this works, the root cause of chronic disease starts to look very different. 🧵

[Yossi BenYakar @YossiBenYakar]

This is NOT Gaza. This is NOT Iran.

This is Philadelphia, United States of America.

In a Muslim American Society (MAS) Islamic school, young children are being taught to glorify jihad, martyrdom, and the murder of Jews.

Listen to what they’re singing and reciting on stage:

“Glorious steeds call us… The blood of martyrs protects us…
We will chop off their heads and liberate Al-Aqsa…
We will subject them to eternal torture.”

One little girl proudly asks: “Will Jerusalem be a hotbed for cowards?”

Another declares: “We will defend Palestine with our bodies.”

MAS Philly is part of the Muslim American Society, which has 42 chapters across the US. Their official mission? “To convey Islam with utmost clarity” and build a “virtuous and just American society.”

Teaching American kids to become martyrs and chop off heads is not “virtuous.”
It’s grooming the next generation of jihadists, on U.S. soil.

This is insane.
And it’s happening right now in America.

Share this. The denial has to end.

[Terence Michael @ProofOfMoney]

Here's how this "Bitcoin Mortgage" works.
It's not exactly what you might think.

Probably more positive for pre-coiners
as they learn that Bitcoin is money.

But most Bitcoiners may not want it.

TLDR: You don't have to sell any Bitcoin.
Rather, you're getting a Bitcoin loan from
Better Home & Finance with Coinbase custody.

More...

If you need a 20% down-payment on a $1 mill house, you need $200k in cash and an $800k mortgage.

Fannie Mae writes the mortgage (the write most of the U.S.'s mortgages - yes money printing), but only if you meet all of the conventional, conforming loan requirements of Debt-to-income, W2 wages, credit scores, etc., etc.

So there's absolutely nothing new in needing to qualify in the fiat space with this program. This doesn't solve the difficulty some Bitcoiners have in qualifying.

But the $200k cash down payment comes from an over-collateralized loan (at about 200%) at Better.

So at today's $70k Bitcoin price, you'd need to put down 5.714 Bitcoin just for the down payment.

5.714 Bitcoin = $400k political currency units.

So that gives you the $200k needed for your down payment at 2-to-1.

Your 5.714 Bitcoin remains in custody at Coinbase for the life of the down-payment loan.

There's no tax event. You still legally own the Bitcoin (although Coinbase cryptographically owns it). Important to think about.

How do you get your Bitcoin back?

You have to either sell the house, refinance it (most will do this), or pay off the down-payment loan at Better.

The point is... these are really just TWO separate loans.

You have a standard mortgage which you must qualify for. Nothing changes here. Zip.

And then you have a separate Bitcoin loan that you take out for the down payment at essentially 2 to 1.

At least, however, there are no liquidation risks or top-ups required. Once the loan is initiated, your Bitcoin amount remains the same regardless of Bitcoin's price.

* There are a lot of options out there, and fortunately more coming online. I've owned a mortgage company for over 15 years now and see this as positive for those who don't own Bitcoin (seeing that it can help get them a house), but not necessarily attractive to actual Bitcoiners just yet.

[Libs of TikTok @libsoftiktok]

BREAKING: The Ohio House just passed the Indecent Exposure Modernization Act, which criminalizes s*xually explicit performances in front of CHILDREN.

Every single Democrat voted AGAINST it.

[Shanaka Anslem Perera ⚡ @shanaka86]

A blog post just wiped $30 billion off IBM in a single afternoon.

Not a product launch. Not an earnings miss. Not a competitor undercutting on price.

A five-minute blog post explaining that Claude can read COBOL.

IBM dropped 13%. Worst single-day loss since October 2000. Twenty-five years of stock resilience ended by one AI company publishing a capability update.

Here’s what happened:

95% of ATM transactions in America run on COBOL. Hundreds of billions of lines power banking, airlines, and government systems. The developers who built them retired decades ago. The knowledge left with them. Finding engineers who can even read COBOL gets harder every quarter.

IBM’s moat was never the technology. It was the fact that nobody else could understand it. Entire consulting empires existed because the code was too old, too tangled, and too critical to touch. Companies paid IBM billions because the alternative was catastrophic system failure.

Then Anthropic published a blog post saying Claude Code can map dependencies across thousands of lines of COBOL, document workflows, identify migration risks, and translate legacy logic into modern languages. Modernization in quarters instead of years.

The market heard: the priesthood just lost its monopoly on the sacred language.

And this isn’t the first time. Last week Anthropic announced Claude Code Security for vulnerability scanning. CrowdStrike dropped. Okta dropped. Cloudflare dropped. One company is serially destroying legacy moats with blog posts.

Now here’s where it gets surreal.

This same company, on the same day, also published evidence that three Chinese AI labs ran 24,000 fake accounts and 16 million exchanges to steal Claude’s capabilities. DeepSeek used it to build censorship tools. MiniMax pivoted within 24 hours when a new model dropped, redirecting half its traffic to steal the latest version.

And yesterday, the Pentagon summoned this same company’s CEO for what officials called a “sh*t-or-get-off-the-pot meeting,” threatening to blacklist them like Huawei for refusing to let the military use Claude without safety restrictions.

Three stories. One company. Twenty-four hours.

The company destroying legacy moats faster than the market can reprice them is simultaneously being threatened by its own government and looted by foreign competitors.

Anthropic is valued at $380 billion. Its CEO says a 12-month delay in AI would make him bankrupt. The Pentagon wants to designate it a supply chain risk. Chinese labs are running industrial espionage against it. And it just proved it can vaporize $30 billion in market cap with a Monday morning blog post.

Whatever you think about AI disruption, IBM’s stock just settled the argument.

Full institutional analysis on my Substack.

https://t.co/AEv8EMPdsZ

[Ricardo @Ric_RTP]

AI companies just BROKE the global supply chain for every piece of technology you own.

And the fallout is way worse than anyone predicted...

Sony is delaying the next PlayStation to 2028 or 2029.

Nintendo is hiking the Switch 2 price mid-cycle.

Apple warned investors that iPhone margins are getting crushed.

Cisco just posted its worst share loss in 4 years.

Oppo is cutting phone shipments by 20%.

Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%.

Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan.

And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up.

His exact words: "We've got two choices: hit the chip wall or make a fab."

All of this happened in the last 3 weeks.

Same cause. Every single time.

AI data centers are buying every memory chip on Earth.

And there's nothing left for everyone else.

Here's how we got here:

3 years ago, ChatGPT launched and the AI arms race began.

Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy.

They stopped prioritizing consumer memory.

Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers

Why?

Money.

AI memory chips sell for 3-5X the margin of regular RAM.

When Google calls offering to buy your entire output at premium pricing, you don't say no.

So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps.

The numbers from this week are insane:

OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output.

HBM demand is surging 70% year over year in 2026.

HBM now takes 23% of total DRAM wafer production, up from 19% last year.

Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries.

DRAM prices have surged over 170% since early 2025.

DDR5 contract prices are still jumping double digits month over month.

And the memory makers? They're printing money.

Micron's revenue is expected to more than DOUBLE this fiscal year.

SK Hynix sales doubled in 2024 and are on pace to double AGAIN.

Samsung just reported quarterly profit nearly tripling.

3 companies. $650 billion in AI spending chasing their products. And they get to name their price.

But the collateral damage is everywhere:

Every industry that uses memory, which is every industry, is getting squeezed.

Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025.

Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones.

Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months.

The PC market could shrink by up to 9% this year according to IDC.

Not because people don't want computers. But because they can't afford the memory that goes inside them.

And the gaming industry?

Sony is seriously considering pushing the next PlayStation to 2028 or 2029.

Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable.

Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do.

Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory.

Even the car industry is getting hit...

Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide.

All because AI companies decided their chatbots needed the memory more than your car does.

And this doesn't get better for YEARS.

Building a new memory fab takes 3-5 years minimum.

Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest.

By then, AI demand will have grown even more.

Memory makers are already selling their 2027 AND 2028 capacity to AI customers today.

There is no supply relief coming.

That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof.

He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs.

Think about that.

One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory.

If ELON can't get supply, what chance does everyone else have?

The AI revolution has a tax.

And YOU'RE paying it.

Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console.

$650 billion in AI spending this year.

3 companies controlling 90% of the memory supply.

And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket.

The AI boom isn't free.

You're subsidizing it every time you buy a piece of technology.

And the bill just went up like crazy.

[Adam Simecka @AdamSimecka]

Did the US just secretly launch its Strategic Bitcoin Reserve?

-Saylor says Trump is serious about it
-Cramer says he heard they start buying at $60K (which we just hit)
-Saylor spotted with Trump family on Thursday night
-Coinbase (US) spot price premium is exploding

[Ashure Group @AshureGroup]

@WealthWatcherCo @grok @NoLimitGains Nice

[Shabbos Kestenbaum @ShabbosK]

Last night I debunked the myths around Israel, AIPAC, and Islam.

If Israel controls America, they're doing a really, really bad job.

Please watch my 5 minute closing statement below.

Proud to say the audience voted our side the winner.

America First ≠ America Alone!

[The Bitcoin Historian @pete_rizzo_]

SEC CHAIR SAYS THE ENTIRE FINANCIAL SYSTEM WILL RUN ON #BITCOIN AND CRYPTO WITHIN JUST A FEW YEARS

"IT'S THE WAY THE WORLD WILL BE" 🔥

[Shining Science @ShiningScience]

Scientists in Taiwan have discovered a new way to wake up sleeping hair follicles using special natural fatty acids found in our own bodies. In lab tests on mice, this gentle serum brought back visible hair in as little as 20 days — no surgery, no hormones, no harsh chemicals.

Scientists may have found a natural, safe way to switch hair-growth back on — something experts have been trying to crack for decades.

If this research continues to succeed, the next few years could change everything.

A future where hair really can grow back? Science just took a meaningful step toward it.

[Dr Singularity @Dr_Singularity]

very interesting

A simple blend of glycine, proline, and hydroxyproline is showing a shockingly broad rejuvenation effect.

Humans see visible skin improvements in weeks and an average 1.4 year drop in biological age within six months, with extreme responders reversing nearly a decade.

Just one intervention delivers measurable, cross species rejuvenation signals, hinting at a surprisingly powerful, scalable anti aging pathway.

[Dr Singularity @Dr_Singularity]

Wow

Another amazing anti aging discovery

Study reveals the molecular difference between being 0 years old and aging. 662 molecules separate newborn vitality from adult aging.

Aging may be programmable.

A recent study published in Aging Cell compared the metabolomic profile of human umbilical cord plasma (newborn blood) with that of adult plasma and found a dramatically different "metabolic landscape."

Of 1,092 compounds detected, 662 showed significant differences between cord plasma and adult plasma, more than 60%.

211 metabolites abundant in cord plasma decline with age. These metabolites are involved in biological pathways related to aging: inflammation, oxidative stress, energy and nutrient metabolism, protein homeostasis, and DNA damage response.

The researchers then created a "cord plasma derived formula" using five of these metabolites: carnosine, taurocholic acid, inosine, L-histidine, and N-acetylneuraminic acid.

Administering this mix to the roundworm C. elegans significantly extended both lifespan and healthspan.

The work suggests that some of the youth associated molecules in newborn human blood might hold therapeutic potential against aging, and that cord blood metabolomics could point toward new anti aging interventions.