MichaBerlin

#Bitcoin in Berlin

[Tracy Alloway @tracyalloway]

Hyperscaler free cashflow projections via Charlie McElligott at Nomura:

[Anonymous @YourAnonOne]

The investment portfolios of just 308 billionaires now produce more carbon dioxide every year than 118 countries combined.

The average billionaire alone emits 1.9 million tons of CO2 annually through their investments. 🏭

[Bryan Johnson @bryan_johnson]

I eat fermented foods daily. 1-4 tbsp of sauerkraut, kimchi, fermented beets, stirred into veggies.

In randomized trial, high fermented food diet raised gut microbial diversity + dropped 19 inflammation related proteins in blood. High fiber diet alone did not shift diversity.

[Coin Bureau @coinbureau]

🚨¥ 21.3 BILLION JAPANESE NATIONAL PENSION FUND TO ALLOCATE 1% TO CRYPTO

Japan's National Business Corporate Pension Fund is set to allocate 1% of assets to crypto by FY '26, citing a 6 year study on protection against fiat currency debasement.

[Cointelegraph @Cointelegraph]

🔥 INTERESTING: Sony's AI table tennis robot Ace defeats professional player Miyu Kihara under official ITTF rules, marking a major milestone for AI in physical sports.

[Bitcoin for Fairness @BFFbtc]

For many people, Bitcoin is mainly an investment.

In countries facing inflation, weak currencies, and banking barriers, it means something very different.

In my new video, I share what I learned through Bitcoin for Fairness across Africa.

Watch: https://t.co/miyQgRWyuI

[CyberRobo @CyberRobooo]

It looks like there are dozens of AGIBOT G2 wheeled humanoid robots operating on a production line…

impressive real-world deployment.

[Coin Bureau @coinbureau]

🔥WATCH: THE CONTRAST IN CELEBRATION IS INCREDIBLE

Japanese fans celebrated after the match against Netherlands with an incredible display of discipline, only crowding the streets when the light turns red and immediately clearing the roads when it turns green.

[Anthony Pompliano 🌪 @APompliano]

SpaceX hit $3 trillion market cap today.

This means Elon Musk made more money in the last 24 hours than Warren Buffett made in his entire lifetime.

Insane.

[Bryan Johnson @bryan_johnson]

I have never slept next to Kate.

The only thing we do in bed is have sex.

We have separate beds and homes.

Should you do the same? Not necessarily. The science is split. Here's the data:

1) Your partner does wake you up when you sleep together.

7 nights of actigraphy sleep measurement in 55 couples (aged 18 to 72, no sleep disorders) showed about 6 partner triggered awakenings per night, on average. Roughly 1 in 5 of wake ups was set off by the partner stirring first, and participants slept through only about half of their partner’s awake time.

The catch: the study never compared sharing a bed to sleeping alone.

2) Yet couples who sleep together report sleeping better.

A survey of about 1,000 adults found that sharing a bed with a partner tracked with less insomnia, less fatigue, more sleep, and better mental health than sleeping alone.

The catch: self-reported, cross-sectional, no follow-up. Healthier, happier people may simply be the ones more likely to share beds, so this is associative at best.

3) Women's sleep might take the hit from sharing a bed.

A study of 10 couples had each person sleep at least 10 nights alone and 10 nights together. Women slept measurably worse with a partner in the bed, on both actigraphy and their own ratings. Men reported sleeping better, subjectively.

4) Polysomnography, the gold standard for measuring sleep and sleep stages, points to REM gains with co-sleeping.

A study of 12 couples found co-sleeping came with about 10% more REM sleep, less fragmented REM, longer undisturbed REM runs, and tighter sleep-stage syncing between partners, alongside more limb movement.

5) Synced sleep tracks with lower blood pressure and inflammation.

In 46 couples that slept together, the more in sync their sleepwake timing, the lower their sleeping blood pressure (strongest in women) and the lower their inflammation (both sexes). The link held even after adjusting for how often they actually shared a bed, so the driver looks like the synchrony, not sharing the bed.

Only two of these studies compared the same person in both beds, and both are tiny: 10 and 12 couples. One found the result flips by sex. The rest is correlation. The answer is individual. For some couples the shared bed improves sleep. For others, separate beds are the right move.

[Krown @KrownCryptoCave]

I just created a tutorial on how to build an AI agent that trades on your behalf 24/7/365

It's pretty simple and requires 0 coding knowledge

Both the service and the tutorial costs $0.00

It's available right now: https://t.co/n6v3rLIhj4

[Emilia Cypher @Cypher_Ai1]

A famous neurologist says: The first sign of early dementia isn't memory loss.

It's something much smaller, and it starts at age 45:

[Bryan Johnson @bryan_johnson]

I take Cialis, but not for sex.

It’s actually a longevity medicine.

Cialis (Tadalafil) is great for the same reason it gives you fantastic erections… it improves blood flow.

Studies show that Tadalafil…

+ 34% reduced all-cause mortality
+ 27% reduced major heart disease
+ 34% reduced stroke
+ 32% reduced dementia

It has also shown benefit in insulin sensitivity, metabolic health, and reduction of body fat.

Women have blood vessels too, so theoretically they'd get the same longevity upside. The research is thinner, but early signals are promising.

It’s sad that when men and women could benefit from it can miss out because it’s taboo.

My protocol is 5mg daily and I've been on it for about two years.

*Observational research shows associations, not causation. Outcomes may be influenced by underlying differences in study populations. This is not medical advice and is shared for informational purposes only.

[Vivek Sen @Vivek4real_]

ANTHROPIC CEO DARIO AMODEI:

“WE ARE SO CLOSE TO THESE MODELS REACHING THE LEVEL OF HUMAN INTELLIGENCE, AND YET THERE DOESN’T SEEM TO BE A WIDER RECOGNITION IN SOCIETY OF WHAT’S ABOUT TO HAPPEN.

THERE HASN’T BEEN A PUBLIC AWARENESS OF THE RISKS.”

[Ricardo @Ric_RTP]

The smartest man in AI just exposed the whole AGI narrative as a LIE.

And he used a physics problem from 1905 to prove it.

His name is Demis Hassabis. He runs Google DeepMind, and won the Nobel Prize for using AI to crack a problem in biology that had stumped scientists for 50 years.

Almost nobody in this industry has a track record like his.

He went on the NothingButTech podcast and called out the biggest lie in AI right now:

Right now the loudest voices in AI are telling you that AGI is basically here. OpenAI has literally defined AGI as a system that can outperform humans at most "economically valuable work." In other words, if it replaces enough jobs, we have arrived.

Hassabis thinks that bar is a joke.

He said real general intelligence has to do what the human brain can do, because the brain is the only proof we have that this kind of intelligence is even possible. He called that "a higher bar than just being able to do some useful economic work," which is about as close as a polite British Nobel laureate gets to calling his rivals out.

Then he gave the actual test:

Today's AI has read everything humans have ever written, including the theory of relativity. So when it explains relativity back to you, it's repeating an answer that already exists.

That's not intelligence.

So Hassabis proposed a test that makes memorization impossible. Train an AI on only what humanity knew in 1901, four years BEFORE Einstein published relativity. Then ask it to come up with relativity on its own.

It can't look up the answer, because in 1901 the answer doesn't exist yet. The only way to pass is to do what Einstein actually did: Take the same physics everyone else had and reason its way to an idea no human had ever had.

Hassabis says not a single AI today can, no matter how much it has memorized. Which means what we keep calling "almost AGI" is really just the best librarian in history.

It can find any answer that already exists but it cannot create one that doesn't.

His second version is even sharper:

AlphaGo, the system his own team built, famously invented a brand new move that no human had played in 2,000 years of the game.

Everyone called it genius but Hassabis says that still is not the bar.

The real test is not whether an AI can invent a new move inside Go, it is whether an AI could INVENT a game as deep and as beautiful as Go in the first place.

No model that exists today can do it.

The people telling you AGI has already arrived are the same people raising hundreds of billions of dollars on that exact promise.

The valuations only work if the finish line is right in front of us. So the finish line keeps getting dragged closer, and AGI keeps getting quietly redefined down to "does useful work," until the products they already sell happen to qualify.

Hassabis has nothing to prove and nothing to sell you. He already won the Nobel, and he is telling you the machines still cannot do the one thing that would make them genuinely intelligent, which is have a truly original idea.

To be fair to him, he is not a pessimist about it. He believes real AGI IS coming, and he is spending his life building it. He just refuses to pretend it is already sitting in your phone.

So the next time a founder tells you AGI is months away, remember that the one man in the room with a Nobel Prize built his test around Einstein, and admitted that nothing we have made can pass it.

What do you think?

[Dalton (Analyze & Optimize) @Outdoctrination]

Magnesium is surprisingly therapeutic for ADHD.

Up to 95% of people with ADHD are magnesium deficient,

but 200 mg / day improved:

☆ Inattention by over 75%
☆ Hyperactivity by nearly 90%

in this trial.

Meanwhile the drugs they give for ADHD actively deplete magnesium.

[VirtualBacon @virtualbacon]

SpaceX prices Friday at a $1.75 trillion valuation. The biggest IPO in history. After actually digging into the filing, my call is avoid or short, and here is why it is built as a trap for retail.

Start with what you are actually buying. SpaceX is three companies in one. The rocket business, which is fine. Starlink, the orbital internet arm, which is genuinely the gem and the one part doing something special. And xAI, the Grok and Twitter AI lab, which is lagging badly and burning money. On any normal measure, EBITDA, revenue, the thing is very overvalued. The revenue does not justify $1.75 trillion. Most of the move from here is hype, because it is Elon, the biggest retail-followed name on earth not named Trump.

Then the part that made up my mind. Two red flags:

1. 30% of the float is going to retail. Normal is 5 to 10%. This is three to six times the usual retail allocation. They want as many regular investors holding this as possible, way more than a normal deal.

2. Nasdaq changed its own rules right before the listing so SpaceX fast-tracks into the Nasdaq 100 just 15 trading days after it starts trading. SpaceX is the first company to ever qualify, and it lands around July 7th. Nasdaq rewrote the rulebook specifically so every passive fund tracking the index has to buy SpaceX automatically, regardless of price. That is manufactured exit liquidity, and the tell is that the S&P 500 is declining to auto-include it.

Here is the timing, because this is where most people get it wrong. The bubble is not over yet. It does not end until all three mega-IPOs are public, SpaceX, then Anthropic, then OpenAI, and that is five to six months out, into year-end. SpaceX itself might even hold or pump in the first month, the way a crypto TGE does, right up until the index inclusion forces the passive bid. The danger is not this week. It is later this year, once the last IPO lists and the exit liquidity is spent. That is the top. And by then the Nasdaq, stuffed with SpaceX and every other AI mega-cap, is the index that gets hurt the most. When I de-risk later this cycle, I am not holding the Nasdaq.

Me personally, I will put a tiny amount into the tokenized pre-IPO and a Hyperliquid position, purely to learn how those instruments convert into real shares once it lists. Not a money trade. There is no edge chasing a deal engineered to hand retail the bag at the top.

[Ash Crypto @AshCrypto]

No one is talking about this.

In the previous cycle, Bitcoin bottomed 11 months after the monthly MACD confirmed a bearish crossover.

We’re now 7 months into the current one

if history repeats, the bottom could land around October this year, aligning with the 4-year cycle right before the next big run.

[Mayne @Tradermayne]

Lots of people talking about being exit liquidity buying the SpaceX IPO.

All depends on time horizon.

Most of these major tech IPOs traded 40-50% lower a year after the IPO.

But when you lengthen the time horizon things look very different.

[Wim Hof @Iceman_Hof]

Everyday is play day! #InternationalPlayDay