Crypto D

Just a guy that's a big fan of MemeCoins and likes to buy a lot of them.

[Crypto D @Dpa703]

@HumzaRafiq @QueEngineering @MC6888 @DealsFinderIO Mine hasn't arrived. It says it is scheduled for today. Probably not the right item like Engineering's though.

[Crypto D @Dpa703]

@QueEngineering @MC6888 @DealsFinderIO Oh Crap. Mine is claiming shipped. I was with you on it wouldn't.

[0xNobler @CryptoNobler]

🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW

If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.

Because that market no longer exists.

What you’re watching right now is not normal price action.

It’s not “weak hands.”
It’s not sentiment.
And it’s definitely not retail selling.

Most people are completely unaware what’s happening.

And by the time it becomes obvious, the damage is already done.

This move didn’t start today.
It’s been building quietly under the surface for months.

And now it’s accelerating.

Here’s the truth:

The moment supply can be synthetically created, scarcity is gone.

And when scarcity is gone, price stops being discovered on-chain and starts being set in derivatives.

That is exactly what happened to Bitcoin.

And it’s the same structural break that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities

Once derivatives took over.

The original Bitcoin thesis is broken.

Bitcoin’s valuation was built on two ideas:
→ A hard cap of 21 million
→ No rehypothecation

That framework died the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps

From that point forward Bitcoin supply became theoretically INFINITE.

Not on-chain.
But in price discovery, which is what actually matters.

Synthetic Float Ratio (SFR).

The metric that explains everything.

Once synthetic supply overwhelms real supply, price no longer responds to demand.

It responds to positioning, hedging, and liquidation flows.

Wall Street can now trade against Bitcoin.

They’re not guessing direction.

They’re doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Force liquidations
4⃣ Cover lower
5⃣ Repeat

This isn’t “betting.”

It’s inventory manufacturing.

One real BTC can now simultaneously back:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note

All at THE SAME TIME.

That’s six claims on one coin.

That is not a free market.

That is a fractional-reserve price system wearing a Bitcoin mask.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling Bitcoin tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn on notifications before it's too late.

[Crypto D @Dpa703]

@JoeyTphilly @Mr_Derivatives

[zerohedge @zerohedge]

Trump Says He Has 'Other Methods' To Impose Tariffs If Supreme Court Limits Powers https://t.co/q66KGDzJ34

[Scott Barber @thescottbarber]

They literally go around saying “gobble gobble”

[Elon Musk @elonmusk]

You are a taker, not a maker. All you’ve done your whole life is take from the makers of the world.

The zero-sum mindset you have is at the root of so much evil. Once you realize that civilization is not zero-sum and that it is about making far more than one consumes, then it becomes obvious that the path to prosperity for all is just let the makers make.

Regarding Tesla, the reality is that I have been given nothing.

However, if I lead Tesla to become the most valuable company in the world by far and it stays that way for 5 years, shareholders voted to award me 12% of what is built. Anyone who wants to come along for the ride can buy Tesla stock.

If Tesla “merely” becomes a $1.999 trillion dollar company, I get nothing. This is a great deal for shareholders, which is why they voted so overwhelmingly to approve this, for which I am immensely grateful.

And they did so by a margin far more than you won your political seat.

[Boyanbc @Boyanbc]

@sama Sure...

[Oval Affairs 🇺🇸 @OvalAffairs]

@sama how do you have a trillion in commitments and 10-20 billion in revenue sam?

[martinsur @martinsur3]

$MARA partnerships with AI companies soon

[941 @level941]

Let’s talk about Exaion because this deal changes $MARA. Exaion is backed by EDF, one of the most powerful energy companies on earth, operating Europe’s largest fleet of nuclear and hydroelectric plants. That’s not just another partner. That’s state-grade baseload energy. Clean. Reliable. Immune to oil and gas volatility.

Through Exaion, Marathon is gaining a direct foothold inside the European AI and HPC market. It’s an industry that’s scaling faster than cloud did in the 2010s. These are not experiments. Exaion already runs high performance data centers serving enterprise clients like Deloitte and Nvidia. They stepping into contracts that generate recurring, infrastructure grade revenue, priced in euros, not hashprice.

This partnership transforms Mara from a miner into a sovereign compute company. They will mine Bitcoin when it’s most profitable. They will run AI inference when that yields better returns. They will balance the grid when power prices spike. Every watt of energy they touch will now generate yield. one way or another.

Joules have been monetized. (That sentence important. Joules have been monetized. FYI.) This is literal. They buy power. They convert joules into proof of work. The chain mints an asset only when work is proven. That is stored energy in digital form. They also sell compute. AI inference by the watt and by the second. That turns power into service revenue. They also earn grid credits by curtailing on signal. That turns not consumed power into cash. Three rails. One physics. Energy becomes inventory. Not just expense.

EDF gives them the cleanest baseload power in Europe. Exaion gives them live HPC operations. Mara brings scale, capital, and technology now. This is the first transatlantic, 0 carbon compute network tied directly to nuclear energy

When deal closes, Mara will not just be the largest U.S. miner. They will be the first American company to anchor a digital infrastructure bridge between Washington, Paris, and Riyadh.

Mara effectively got three superpowers aligning energy, AI, and monetary compute under one roof. To my disbelief it seems many have not realized this. Oil was the old collateral. Electrons are the new. MARA is the refinery. Thermal. Electrical. Cryptographic. Three sovereignties. One machine. It’s obvious now. Blaring.

Look at the three layer sovereignty stack. Thermal. Electrical. Cryptographic. I see patents. IP moats. I see EDF nuclear. I see Exaion HPC. I see DOE. I see Riyadh optics. I see DC signals. I see the joule becoming money. Then I watch the tape go flat. But the fundamental groundwork is not.

IP MOAT/

Search them here.

US 12,392,670 B1 (Temperature ramp control for integrated circuit chips)
US 12,430,623 B1 (Overclocking system for digital currency mining)
US 12,438,917 B1 (Network security gateway for AI/LLM inference)
US 20250317147 A1 (Controlling and powering multiple chips)
US 20250310303 A1 (Proxy servers for large language models)

These filings create a combined hardware-software ecosystem: power efficiency + overclocking + network AI integration. Marathon’s investment in Auradine gives it direct access to that stack.

It’s exactly how Lockheed integrated propulsion, avionics, and aerodynamics in the 1950s. I love planes. I’m a pigeon. Aviation is in my bio.

Thermal sovereignty. MARA now holds cooling IP. Immersion designs. Pressure control. Waste heat loops. That is control of temperature and uptime. It cuts watts per terahash. It unlocks heat reuse revenue. That is margin.

Electrical sovereignty. Auradine brings chip control. Temperature ramps. Overclock windows. Power regulation across many dies. That is control of electrons. It is performance on demand. It is a lever on both mining and AI nodes.

Cryptographic sovereignty. Auradine again. Gateways for inference. LLM proxies. Network security. MARA Pool identity. On-chain provenance. That is control of protocol grade work. It secures revenue. It earns trust with policy and enterprise.

[941 @level941]

Fred Thiel has described the move as the company’s pivot “from miner to infrastructure utility.” By buying into Exaion and building out its own U.S. HPC sites, $MARA plans to monetize every watt of electricity across three rails

So to be honest, they kinda have been very transparent. There could be further announcements with exact figures and partnerships and confirmation, but the direction and market is being forward looking some time it’s gonna be good priced.

[Buy High Sell Low @BtcAvi]

Seeing true shift in $MARA. Technicals look fantastic, just needs the world to recognize the narrative. Looking forward to earnings

[941 @level941]

Report Date: Nov 4 2025 (7 days)
Quarter: Q3 2025
Street EPS Estimate: $0.02 USD
Revenue Estimate: $251.71 million

EPS estimate $0.02

MTM-adjusted $9.50 – $9.70

+47,000 % beat on headline

$MARA November 4th.

[Zang @TheOnlyZang]

everyone seems to think i'm an idiot for selling $iren for $mara.

1) guess we'll see

2) think there's alpha in that

[941 @level941]

Go ahead and fade the Saudis.

$MARA

[mr @dsp6678]

@CK_Cryptoklepto Very few have the ability to foresee the effect of exponential growth.

$Mara will explode and the short squeeze will make it bumpy.

[Cryptoklepto @CK_Cryptoklepto]

$MARA

[CommonSensei @ProWestCiv]

OpenAI says U.S. needs more power to keep AI lead: 'Electrons are the new oil' @CNBC $MARA https://t.co/ugIOvSO6EV

[Evan Wilburn @bobleewaggeris]

The $MARA story just keeps getting better.

It’s not just “AI compute”, it’s sovereign compute.

Every miner is talking about GPUs…

Marathon is saying: “We’ll build you a sovereign energy compute system that runs AI, stabilizes your grid, and mines Bitcoin with unused power.”

Nations don’t want to rent their AI infrastructure from AWS, Microsoft, or Google if they can own it.

That’s a far bigger story than $IREN.

Their two new partnerships, TAE and PADO, are literally laying the foundation for it.

This thing moons on the first 8-K naming on an AI or sovereign customer

Oh, and btw they hold 53k #Bitcoin and mine ~10k every year.