Francis Bothwell

Bitcoin is digital scarcity weaponized through energy, secured by proof-of-work, and emerging as strategic infrastructure for the age of computation.

[Francis Bothwell @MichaelFSineni]

@JasonPLowery was at pains in #Softwar to establish the subtle truth that ‘object-oriented’ software design concepts are arbitrarily derived abstractions…

…SO THAT he could establish the proper department to analyze the abstraction “COIN” as belonging to cybersecurity and computer science.

Hey Spaceboi, Wen DoD gonna start strategically STOCKPILING Bitcoin? 👀

[Francis Bothwell @MichaelFSineni]

@SawyerMerritt @BoBbyPleWniaK Robinhood is providing a 20% buffer up to 162$. It is my understanding that the when the market opens the day after June 11, the price will fall someplace in that 136$-162$ price point and our order will fill wherever it falls.

[MTS @MTSlive]

What's the next big trade in AI infrastructure after memory?

We asked @Melt_Dem and @kellyjgreer:

"Memory is ripping now. We think the next narrative is gonna be around networking."

"Jensen is doing the exact same thing now that he did with Mellanox in 2019 that turned NVIDIA from a GPU company into a systems and networking company. He's doing it again with Marvell."

"Hyperscalers are literally telling you the two biggest bottlenecks for AI spend right now are networking and memory."

"The tea leaves are written literally everywhere... the market's just been on the memory track. We're trying to get ahead of that."

[Alex Volkov @altryne]

.@satyanadella just put the whole "water" debate to rest.

Datacenters run on a closed loop cooling system, the water usage of a datacenter for an entire year is roughly equivalent to a usage of 1 restaurant!

[Nayib Bukele @nayibbukele]

The best hospital in Central America.

With every medical specialty, the most advanced technology in the world, and top-quality care.

Public. Dignified. Free. For everyone.

[Anthony Pompliano 🌪 @APompliano]

Not enough people are talking about physical AI and robotics.

I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.

He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.

YouTube: https://t.co/aBFxTzP2Kg
Apple: https://t.co/9KnbfWL6Wv
Spotify: https://t.co/ZVRprV7bdT

TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics

[Senator Cynthia Lummis @SenLummis]

American capital markets became the envy of the world because we had clear rules and deep liquidity. We can do that again with digital assets.

[The ₿itcoin Therapist @TheBTCTherapist]

SpaceX IPO liquidity exiting Bitcoin right now

[Shacknews @shacknews]

NVIDIA CEO Jensen Huang reveals RTX Spark chip technology running Forza Horizon 6 and 007 First Light on gaming laptops and compares himself to James Bond. #NVIDIA #RTXSpark $NVDA $MSFT

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows

He also highlighted $PLTR, $CRWD and $NOW as partners helping bring agents into production.

[Peter H. Diamandis, MD @PeterDiamandis]

We said on the MOONSHOTS podcast that when AI hits 50% on Humanity's Last Exam, that is AGI. Opus 4.8 scored 57.9%. We crossed our own threshold WOW!

[Francis Bothwell @MichaelFSineni]

@FreeSpeechBTC21 @mattkratter None for the post.

[Francis Bothwell @MichaelFSineni]

@WatcherGuru Just In; ie., five month old statements.

[Francis Bothwell @MichaelFSineni]

@FreeSpeechBTC21 @mattkratter Go home genderless hag. You can’t hang here.

[U.S. Department of Energy @ENERGY]

President Trump is unleashing the American Nuclear Renaissance—aiming to have multiple nuclear reactors critical by July 4th on our nation's 250th anniversary.

@SecretaryWright: “This summer you will see multiple next generation nuclear reactors running...America is back!"

[Francis Bothwell @MichaelFSineni]

@PeterMallouk Actually it’s the perfect endorsement for Bitcoin when you have the framework to understand what Bitcoin represents.

[Francis Bothwell @MichaelFSineni]

@BigSeanHarris @mattkratter 🤣🤣🤣🤣🤣🤣

[Francis Bothwell @MichaelFSineni]

@hodlonaut @mattkratter Wrong. You are missing its true use-case.

[Bitcoin News @BitcoinNewsCom]

IRAN MOVES FORWARD WITH BILL TO FORMALIZE CONTROL OF THE STRAIT OF HORMUZ + BITCOIN PAYMENTS

An Iranian lawmaker says parliament is preparing to pass legislation formally asserting Iran’s management and sovereignty over the Strait of Hormuz.

The bill would establish a legal framework for toll collection, vessel restrictions, and Iran’s recently launched “Hormuz Safe” platform, which facilitates maritime insurance and related payments using Bitcoin.

Reports indicate Iran is already collecting transit fees through intermediaries, with payments accepted in yuan, stablecoins, and Bitcoin, creating an alternative settlement network outside the traditional dollar system.

[Equity investor @equitydd]

Drone and defense industry is benefiting from rising global security concerns, larger military budgets, and rapid adoption of autonomous systems. Governments are increasingly investing in drones for surveillance, precision strike capabilities, border security and AI-enabled defense systems.

$ONDS $UMAC $AVAV $RCAT
$PDYN $DPRO $KTOS $UAVS