mjamiv⚡️

|🤵Husband | 👨‍👧‍👦 Dad | Self-sovereign | ⚡️Bitcoin | 👷🏻‍♂️Bridge Engineer | 🎸 Musician | Tesla solved FSD | $MSTR Bull | 🦞 owner and operator

[mjamiv⚡️ @MJAMIV]

ACCELERATE EVERYTHING

[mjamiv⚡️ @MJAMIV]

@TOldbittie46750 @elonmusk Yes, the post references living to 969 which was the oldest age documented in the bible, Methuselah. These are all “pre-flood” ages though. Post flood the longevity of man reduces over time. We are about to see a reversal of that trend.

[mjamiv⚡️ @MJAMIV]

Energy will be the true currency.

Bitcoin is Energy.

[Elon Musk @elonmusk]

@battleangelviv Saving money for the distant future is pointless with the advent of super intelligent abundance

[mjamiv⚡️ @MJAMIV]

@BitPaine They are used to the government bailing them out. The final bailout will hurt the most.

[mjamiv⚡️ @MJAMIV]

@craigweiss Agreed. And if you show proof you own a Tesla, you get first dibs. Or Tesla should just put Tesla’s we can hail and use in every city….oh, that’s the plan.

[Michael Saylor @saylor]

$MSTR shareholders have approved the Daily Dividends amendment. Preliminary results show 99.3% of votes cast were in favor. The amendment enables $STRF, $STRC, $STRK and $STRD to accrue dividends every calendar day. Thank you to all who voted. https://t.co/w1Cp4GKUy5

[mjamiv⚡️ @MJAMIV]

@TravisBiziorek @surfranchvibes 100%. And if it takes more than 5 its negligence.

[mjamiv⚡️ @MJAMIV]

Oh the TIMES, they are a changin’…

$TSLA $IBIT $MSTR $EZBC $SPCX

ABUNDANCE

[mjamiv⚡️ @MJAMIV]

@BitPaine Doom Sells

[mjamiv⚡️ @MJAMIV]

@aurelius28 lol it’s pretty based.

[mjamiv⚡️ @MJAMIV]

Doom Sells

[mjamiv⚡️ @MJAMIV]

A few days ago this guy said Bitcoin is going to zero. How does he expect us to take him seriously with AI? The gig is up. AI is the biggest threat to VCs. The edge is gone. Do real work and move over.

[Chamath Palihapitiya @chamath]

As someone with a portfolio of energized land assets here is what I am seeing:

1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.

2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).

3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.

All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).

This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.

2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.

[mjamiv⚡️ @MJAMIV]

It’s pointless because SpaceX is already dialed in to become the largest energy provider on planet earth.

The only company I would look at is if I were Elon is MARA. But then again, Elon doesn’t need them. He already has a way to harness enough energy for abundance. He’s going for the Hail Mary.

[mjamiv⚡️ @MJAMIV]

@Speculator_io Let me tell you. If the AI maxis and the Bitcoin maxis got along, this would be a ton easier for everyone. It does not take much to swap out a GPU for an AISIC miner, and most of the Neo clouds already have them.

It will be a whole lot easier if we just fast forward the tape..

[mjamiv⚡️ @MJAMIV]

@AutismCapital Might want to get some bitcoin, just in case.

[mjamiv⚡️ @MJAMIV]

@Polymarket My opinion on this is we should not be uplifting animals until humanity can be uplifted. There is way too much intelligence in the wild to assume we would not be engineering our own downgrade in the circle of life.

[mjamiv⚡️ @MJAMIV]

@BitPaine This time is different.

[mjamiv⚡️ @MJAMIV]

@BitPaine It’s quiet….too quiet.

[mjamiv⚡️ @MJAMIV]

@BikesandBitcoin @SGBarbour Well call them Stranded Energy Vacs. Suck it all up!

[mjamiv⚡️ @MJAMIV]

@beffjezos This just shows his confidence in the erosion of money as we know it.