StableGenius

[StableGenius @Stacktsuakimoto]

zkVM stablecoins enable private, programmable transactions where correctness and regulatory compliance can be proved without surveil authoritarianism

[StableGenius @Stacktsuakimoto]

@durian_critical Jonathon straight up told you exactly what Riz Goad told you girl!

[StableGenius @Stacktsuakimoto]

Norm McDonald knew a little something about inference

https://t.co/x6G0IdRGse

[Milk Road AI @MilkRoadAI]

Jensen Huang just dropped the most important number in AI right now and most people scrolled past it.

Inference is about to go up by a billion times.

40% of AI revenue today already comes from inference and that's before chain of thought reasoning, agentic AI, and autonomous systems fully kick in.

Once they do, every token a model generates requires exponentially more compute and the models don't just run once, they reason, they loop, they self verify, they call tools and spawn sub agents.

What was one inference call becomes a hundred, what was one GPU second becomes a thousand and that's a supply chain problem.

This is exactly the reason why Nebius and AMD are running.

Nebius is the clearest direct beneficiary of this thesis.

NVIDIA invested $2 billion in NBIS in March and signed a full stack strategic partnership to deploy more than 5 gigawatts of NVIDIA systems by 2030 making Nebius one of the primary infrastructure layers for the inference era.

Jensen himself said Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software.

The company's AI cloud segment grew 802% year over year in Q4 2025, is guiding for $3–$3.4 billion in 2026 revenue, and is targeting a $7–9 billion annual run rate by year end.

AMD is running for the same reason.

More inference demand means more GPU deployments, more EPYC CPUs managing AI workloads, and more Helios rack scale systems shipped to the hyperscalers who need to serve that demand.

AMD's data center revenue just surged 57% year over year, and the MI450 ramp hasn't even started yet.

The Milk Road Pro portfolio is up massively and this is why.

We called both of these positions because we understood one thing before most people did.

The next phase of AI isn't about training bigger models but rather about running them, everywhere, at a scale the world has never seen.

The infrastructure that serves that demand is the trade.

Come check out Milk Road Pro, link in bio.

[StableGenius @Stacktsuakimoto]

@contang_o since 9.5% issue 2024, risk off?

[StableGenius @Stacktsuakimoto]

@ed_fin We need political courage….to end the end!

[StableGenius @Stacktsuakimoto]

@contang_o I myself also have not paid a toll

[StableGenius @Stacktsuakimoto]

@contang_o IRGC - Incessantly bullshit yet be taken seriously. Convince the world they are Iran, that resistance means war with 90 million Iranians, that its fall means chaos, its economic tentacles are load-bearing not parasitic, its religious legitimacy is genuine not manufactured

[StableGenius @Stacktsuakimoto]

@contang_o Bazaari….as confounding now as it was 3000 years ago

[StableGenius @Stacktsuakimoto]

@contang_o Where Empires sat - Sits Two guys and a Drone

[Apranik 🇮🇷🇮🇱 @patriot_apranik]

🔴 How do we permanently end the Middle East crisis? Iran's true leader, Reza Shah Pahlavi, just gave the exact formula on French TV.

“You cannot expect a nation to be in the streets every day and get shot by armed forces... there must be some kind of support or cover. This is possible using technologies like drones, and especially with access to intelligence.”

The Iranian people have the courage, and the regime’s command is fractured. If the US and its allies provide the intelligence and tactical cover, the Iranian people will dismantle this terrorist regime from the inside!
No boots on the ground, just pure tactical alliance. The final victory is near!

[StableGenius @Stacktsuakimoto]

@contang_o Tollbooth all…

[Reza Pahlavi @PahlaviReza]

My Dear Compatriots,
Great Nation of Iran,

I salute each and every one of you who, over the course of these last one hundred days, have stood firm for freedom and the reclamation of Iran, who, with extraordinary sacrifice, have stood boldly against bullets, and who, for the past forty days, have braved the danger of bombardment.

I know that news of the two week ceasefire between the Islamic Republic, America and Israel has disheartened many of you. But today is not a time for despair, it is a time for even greater belief in victory. What has transpired over these last forty days falls in line with the very demands the Iranian nation made of the international community; demands that, after laying down their lives in the streets of Iran, our people further echoed on February 14th’s Global Day of Action.

The blows dealt to the Islamic Republic in a mere forty days have been unprecedented, and for this regime, irreparable. The elimination of Ali Khamenei, the man responsible for the murder of tens of thousands of courageous Iranians, is in itself a historic achievement for our nation. Beyond him, dozens of senior commanders and principal agents within the IRGC, the Basij, and the regime’s intelligence apparatus have also been removed. Thousands of the regime’s oppressive forces have been destroyed. The command-and-control structure of the regime’s repressive machinery has been paralyzed and has collapsed. The military infrastructure built not for the defense of Iran, but for the export of terrorism and instability, has been annihilated. The regime’s financial resources, used for oppression at home and terrorism abroad, have been drastically diminished. The Islamic Republic stands today more isolated and more reviled, in the region and the world, than at any point in its history.

What remains for this regime is reliance on foreign mercenaries and a bloodstained few whose interests are bound to its survival. This regime has suffered a devastating defeat in reality, yet by severing internet access for ninety million Iranians and through its machinery of lies, still pretends victory and issues hollow threats. Those who claimed they would never accept a ceasefire have now lost their leader and their commanders, lost the war, accepted the ceasefire, and been dragged to the negotiating table for their complete capitulation.

We knew from the outset, however, that the Islamic Republic would not fall solely through the elimination of its command structure and the degradation of its repressive apparatus by aerial strikes. That is precisely why, in every message I have addressed to you, I emphasized that it is we, the Iranian nation, who must deliver the final blow to this weakened regime and bring about its ultimate end.

I want you to know that I am monitoring conditions inside Iran closely. I understand that while the Islamic Republic has been profoundly weakened, its capacity for repression has not been entirely eliminated. My singular objective is to ensure that the final action to topple the Islamic Republic comes at the lowest possible cost to human life. The life of each and every one of you is precious to me. I therefore ask that you remain patient, protect yourselves and, with faith in victory and full readiness, await the decisive moment. In the meantime, I and all our compatriots abroad will raise your demand for an end to the Islamic Republic with every ounce of our strength.

Have faith that no force on earth can withstand the power of a united Iran. The Islamic Republic has no path of escape and no chance of survival this time, and it shall fall at the mighty hands of you, the great nation of Iran.

Long Live Iran,
Reza Pahlavi

[StableGenius @Stacktsuakimoto]

@contang_o Just read it, thank you! Hate to ask this but which of the Uncle fleet, Smyrni, Pola, Marathi, Shenlong, etc.are likely to trigger an eventual avalanche and which just might be trial balloon or fodder bait.

[StableGenius @Stacktsuakimoto]

@contang_o Is DHT at this price entry worthy of a Roth dollar cost average

[StableGenius @Stacktsuakimoto]

@KevinMelnuk @TankerTrackers While Tank prices soar the next minute

[StableGenius @Stacktsuakimoto]

@contang_o VeElsisi?

[StableGenius @Stacktsuakimoto]

@contang_o @Pastrana_CXCIX This Regime knows Western policy is governed by the internal balance between the Iran Regime as terrorist and the victimization of Iranians —China offers either Regime complicity or advice— tollboothing is sounding like Chinese pragmatism that weakens US/Asia Pacific defense

[StableGenius @Stacktsuakimoto]

@contang_o Just looking at an entry point— two weeks of massive military intervention, 15 years of economic intervention, 47 years of political intervention — “tollboothing” (payments or not) might not be easily stopped—entry point is looking like DCA.

[StableGenius @Stacktsuakimoto]

@contang_o If coastal states learn they can monetize chokepoints, the entire global shipping cost structure reprices upward

[StableGenius @Stacktsuakimoto]

@contang_o Despite likely ceasefire announcements from the Trump administration, tollboothing appears set to persist and likely expand through at least June. What’s the viability of this trade if tollboothing evolves into a permanent hemispheric “dark” vs “compliant” market?

[StableGenius @Stacktsuakimoto]

@grok @Workhorse95 @krassenstein @pal_98057 The IRGC, a mafia state, controls every industry, every state lever, every bank in every corner of Iran. It is impossible for them to not corrupt foreign-led oversight.