sean chow

one token is always one token

[Ted @TedPillows]

Altcoin cumulative sell pressure has hit $285,610,000,000.

Brutal.

[MOTİVASYON @derinbirneffess]

“Acı gerçek şu ki…

Barışçıl bir insan bile gerektiğinde şiddetin ne olduğunu bilmeli.
Aksi halde sahip olduğu huzur, onu tehdit eden kişinin insafına kalır.”

— Miyamoto Musashi

[Daily Iran News @DailyIranNews]

Trump: The memorandum of understanding (MOU) with Iran is over for me.

Damn, The U.S. Made yet another deal with Iran and broke it.

And people are wondering why we don’t trust them.

[迷思拆解_Panda🐼🐼 @andy88988696]

给大家一组数字

在婚恋成本低、性观念开放的西欧，男性有过嫖娼经历的比例差不多5%-15%

但在婚恋成本高、性观念保守的日本，男性有过嫖娼经历的比例达到49%

[作家崔成浩 @cuichenghao]

内地一汽车修理工吐槽称，某法务强大的汽车品牌，过了保修期充电口就坏，他剪开线束发现，里面根本不是铜线，而是铝线，快充过热极易发生火灾，而且这点铝线在4S店竟要价四五千元。该修理工感慨“车厂为了收割韭菜，有的是技术，不坑外国人，专坑自己人，良心不痛吗？”

[空空道人 @Kongkongda5882]

中国的收割是周期性的。

2010年到2019年，收割的是无房群体，那时候你不买房=白打10年工。

2019年到现在，收割的是有房群体，高位接盘，大量房贷。

下一波收割无房群体的时间是多久没人知道，但是一定会到来，因为有房群体收割到没油水了，无房群体的钱差不多又攒起来了。

谁知道，他们用什么方法收割，无房群体？他

[莎士比💊 @shakesPills]

如果你接受过中式教育，你就会发现：

中式教育从来没有提供一个健全的人真正需要的东西：

自主学习能力，天赋挖掘，逻辑思维，公开表达，运动能力，青春期性教育，情感教育，公民素养，社会常识，以及从校园走向社会的基本准备。

有一说一，基本没有。

很多人看似一天高强度学习十几个小时，实际上接受的是另一种放养。

该教的不教，不该灌的拼命灌。

真正能帮助人成为健全个体的内容，被长期留白；大量刻板、过时、脱离现实的知识，却被不断塞进课堂。

等到上了大学，才发现真正重要的东西，全都要靠自己补。

更讽刺的是，长期处在这种教育模式下，很多人连自学能力都丧失了。

于是，他们就以一个心智不完整、表达不完整、情感不完整、常识不完整的状态，走进社会，度过一生。

[悉尼閑人 @ChinaTruth]

委内瑞拉地震，中国建的房子全倒。

中国企业在委内瑞拉承建的社会住宅总数超过两万套，其中最具代表性的项目为中信建设承建的「蒂乌娜（Tiuna）社会住房项目」，共建造超过1.3万套住房；此外，中资企业也曾在新埃斯帕塔州等地承包建设约2,000套住宅。

委内瑞拉2026年6月24日遭遇规模7.2与7.5的连环强震，重创了中国、土耳其、白俄罗斯等国承包商赶工兴建的大住房计划（Gran Misión Vivienda）社会住宅社区。位于首都加拉加斯的指标性项目「蒂乌娜（Tiuna）社会住房社区」在此次强震中受灾，市中心及周边部分楼房发生结构性倒塌与损毁。

第一线救援人员与灾民发现，部分坍塌大楼的支撑墙体涉嫌严重偷工减料，外层虽覆盖薄混凝土，但内部核心大梁与剪力墙结构竟填塞了大块发泡胶，导致大楼在强震中如纸板般瞬间粉碎塌陷。

加拉加斯中央大学（UCB）土木专家指出，许多中资社宅（如沿海的Los Cocos社区）直接建在松软沙砾、地质脆弱的沿海软沙地或山坡上，此类软弱土壤在强震时会产生土壤液化与放大地震波的效应，但当年中资与委国政府赶工签约时明显缺乏严格的地质安全评估。

这些社会住宅多兴建于查韦斯与马杜罗执政的石油荣景时期，具有强烈政治宣传性质，追求速度而牺牲质量。为在选举或特定节日前快速交屋，承包商大举赶工，未遵循降低地震风险的最佳施工法与抗震现代标准。虽然委国在1999年后修订过严格的建筑抗震法规，但完全没有执行。

[Aristotle 🏛️ @Aristotle7777]

Women used to be 30 years old married with 3 children and a husband living in a house they owned, with a high enough standard of living that she didn’t even need to work and could stay home.

Now 30 year old women have slept with 30 guys, have no children, are not married, live in an apartment and have to go to work full time just to survive.

This isn’t progress, this is societal decline and a dramatically lower quality of life being sold to women as their liberation when in reality it is their enslavement.

[sean chow @SeanChow6925]

@PrinceOmarX 三年后我可以把它变成300万美元，那样就可以改变人生了

[李老师不是你老师 @whyyoutouzhele]

纽约时间7月1日上午约11时15分，两名俄罗斯的极限运动爱好者突破安保，成功登上帝国大厦的天线顶端。

他们1454英尺的高空展开横幅，上面写着：
“When the power of love beats the love of power, the world knows peace.”
“当爱的力量战胜对权力的热爱时，世界便会迎来和平。”

随后，男方Ivan Kuznetsov单膝下跪，向女方Angelina Nikolau求婚，女方接受了他的求婚。

当时，现场有电视新闻直升机进行航拍，纽约警方也出动了直升机，整个过程均被航拍画面记录下来。

这对情侣曾在2024年发行了一部 Netflix纪录片，名为
《Skywalkers: A Love Story»。

两人随后遭纽约警方逮捕，目前面临包括非法侵入、危害公共安全等多项指控。

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply surged +$247.8 billion in May, to a record $23.1 trillion.

This marks the largest monthly increase since May 2021.

Year-to-date, M2 has soared +$698.6 billion, the largest January to May increase in 5 years.

Money supply now stands $1.3 trillion above the March 2022 peak.

Since 2000, money in circulation has grown at an average annual rate of +6.3%.

US money creation is accelerating.

[陶瑞 TaoRay @TaoRay]

每次看到这张照片，我都会脊背发凉。我们亲眼见证了人类有史以来第二次快要建成巴别塔的时刻。大洪水之后，人类联合起来，要建一座通天的巴别塔，要传扬全人类的名，免得人类分散在全地上。结果上帝让人们突然间全都听不懂彼此的语言，从此人类就分散开了。北京奥运会会歌中唱的，“我和你心连心，同住地球村，永远一家人。”再也没人唱了。今天没人再说地球村。哪有永远一家人？才过了几年？当今大家最做不到的，就是心连心。彼此各说各话。圣经真是充满无穷无尽的智慧。圣经说日光之下无新事，一点都没错。

[maybe🍥 @careforme123]

有一个国家，靠着低人权优势成为了世界工厂，然而这个国家对土地，银行，基建百分百掌握，吸走房地产80％利润，其他行业也各处抽水。财富还没分配，就被它拿走了大部分，所以国内内需不足，民众储蓄率高

这个国家设计这个制度，就是用国企掌握国家经济命脉，富国穷民，让人民挣扎在斩杀线

它还通过制造信息孤岛，制造赢学理论，让普通人生活在信息茧房中，即使生活再难，也要感谢国家

请问，这是哪个国家？

[Lukas Ekwueme @ekwufinance]

Even Wall Street is being forced to access China for credit.

Lower cost of capital is a competitive advantage, and right now China offers the lowest cost of capital… ~60% lower than the US.

If Wall Street wants to keep its China‑linked clients, it has to meet them where the cheap funding is, which means offering RMB loans instead of forcing everything through the USD.

The more that global finance accepts RMB as a funding currency, the more China’s low‑rate environment becomes a direct competitive threat to the USD

[Lukas Ekwueme @ekwufinance]

US biggest export is under attack… the dollar.

- Countries gradually refinance USD loans to yuan
- Offshore yuan issuance surged ~3x in March YoY
- China is already settling ~40% of its trade in yuan

That directly threatens the foundation of the US financial empire… its ability to fund endless deficits through global dollar demand. The reason for interest in yuan‑denominated loans is simple:

- China 10‑year yield: ~1.7%
- US 10‑year yield: ~4.4%

By choosing to borrow from the Chinese instead of the US, one can drastically lower interest rate expenses.

The yuan operates within a semi‑closed capital account, but China is effectively opening it through gold: trade gets invoiced in yuan and any surplus can be settled in gold.

That’s why China is aggressively positioning itself as a global gold hub and actively fighting gold speculation… they want a settlement/reserve asset, not a rollercoaster.

By building storage facilities abroad, China can even ensure gold is held within friendly jurisdictions… Russia already learned the hard way: not your custody, not your assets.

So China, the world’s factory base, is dishing the whole menu:

- Want to borrow at ~60% lower rates… use yuan
- Don’t trust fiat… settle in gold, stored locally

In a world where trust is in perpetual decline, China is leveraging gold’s millennia‑old credibility to gradually dedollarize global trade.

[The Kobeissi Letter @KobeissiLetter]

China’s is seeing unprecedented money supply growth:

China's M2 money supply is up to a record ~240% of GDP, the highest among any major economy in the world.

This metric has surged +100 percentage points since the 2008 Financial Crisis.

Over this period, China’s M2 money supply has surged +500% in Dollar terms.

By comparison, the country's gold reserves and total FX reserves have risen +100% and +60%, respectively.

To put this into perspective, Japan's M2-to-GDP ratio, the next highest, stands at ~185%, while the US sits at ~70%.

China's monetary expansion is unlike anything seen among major economies.

[Lens on World @lenscn]

转：今天郑毓煌老师的课，有人报警了, 上着课警察把老师叫出去谈话了！
其实老师也没说啥，郑老师说宏观悲观，微观乐观。估计要持续20-30年，参考日本
说我们不是上面这个图，是阶段性转折，一个时代结束

[Shanaka Anslem Perera ⚡ @shanaka86]

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence.

Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark.

That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets.

Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding.

If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those.

But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more.

So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming.

The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.

[Doctor Profit 🇨🇭 @DrProfitCrypto]

Hey @Saylor, I ask for an immediate Capitulation NOW. You joked about my warnings at 120k, and ignored the one at 80k, instead doing the only right thing and sell

Now is the time for you to capitulate, sell your BTC and erase the pain you put on Millions of investors