Shinya Handa🛡️

I live in USA and love science, crypto, and olympic weightlifting. Crypto investor since 2017, $BTC, $ETH, $LINK, $AVAX, $LIT. Weightlifter M45 73kg.

[Shinya Handa🛡️ @Web3Panda]

そういえば昨日、フォロワー数が1000を超えたので改めて自己紹介です。
Twitter上での発言は投資アドバイスではありません。また所属組織とは関係のない個人の見解です。
暗号資産投資と筋トレが大好きなクリプトピアンかつ傍観者です。DeSciの普及に興味のある方是非繋がりましょう！

[Shinya Handa🛡️ @Web3Panda]

ケーブルTVのインターネットだと雷でこんなことになるのですね。ここまで破壊されるのは初めて見ました。

[Tom's Hardware @tomshardware]

Lightning strike enters apartment through coaxial internet cable, blows up gamer's PC https://t.co/Vl5AQPf5Ie

[Shinya Handa🛡️ @Web3Panda]

ZECのバグ報告で爆下がりしてますね。250ドルまで行ったみたいです。ただもうすでにバグは修正済みですしまだ舞えると思うので追加購入しときました。

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: NVIDIA HAS JUST OPEN SOURCED THEIR RUBIN NVSWITCH TRAY BoM & DIAGRAM & IT INCLUDES AMD EYPC 3151 EMBEDDED CPU. Since there is 9 NVSwitch Trays Per VR200 Rack, that is 9 small AMD embedded CPUs per NVIDIA rack.

NVIDIA has open sourced this in their "NVIDIA/nvbmc-docs" public github repo which has an CC 4.0 open source license!

[Shinya Handa🛡️ @Web3Panda]

@iruka3 Claude Mythosだと今のインターネットぶっ壊しますぐらいなんでまだパンチが足らないっすね（そこそこやばいですけどね）。

[Shinya Handa🛡️ @Web3Panda]

今AIデータセンター投資は持続可能性ないのですけど、将来的に
AI＋宇宙→量子コンピュータ→核融合
の順で実用化されそうですよね。AGIより計算資源とエネルギーどう確保するのかに注目した方が良さそうです。量子コンピュータが計算資源を圧縮しエネルギー供給は核融合で最終的に解決って道筋ですね

[Shinya Handa🛡️ @Web3Panda]

ヨーロッパもインフレーション再燃しそうです。

[The Kobeissi Letter @KobeissiLetter]

Inflation in Europe is rising rapidly:

Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022.

This also marks the largest monthly increase in costs for firms over the last 4 years.

Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.

The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026.

This surge has been primarily driven by rising energy and raw material costs.

Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices.

As a result, factories are forced to pass higher costs on to customers, which will push inflation even higher over the next few months.

Price pressures across Europe are accelerating.

[The Kobeissi Letter @KobeissiLetter]

Inflation in Europe is rising rapidly:

Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022.

This also marks the largest monthly increase in costs for firms over the last 4 years.

Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.

The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026.

This surge has been primarily driven by rising energy and raw material costs.

Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices.

As a result, factories are forced to pass higher costs on to customers, which will push inflation even higher over the next few months.

Price pressures across Europe are accelerating.

[Shinya Handa🛡️ @Web3Panda]

これが自分が生きてる間に見れるなら最高ですよね。今の計算資源への爆発的な投資とAIの発展具合見てると割と短時間（10年ぐらい？）で世界変わるんじゃないかなと。

[毎日新聞ニュース @mainichijpnews]

京都の警備会社が「筋肉採用」開始　ボディービルダー枠で初入社 https://t.co/mNShLSAXcS

[Shinya Handa🛡️ @Web3Panda]

@chamio22 そこらへんになるとリアルタイム性とか重視しそうですしね。OSのカーネルレベルで改造するのも理解できます。

[Shinya Handa🛡️ @Web3Panda]

HFT業者は最終的には自前でデータセンターとかインフラ投資にいきますよね。中空光ファイバとか使って通信のレイテンシーも最適化してるのでしょう。

[ブルームバーグニュース @BloombergJapan]

高頻度取引ジェーン・ストリート、自社用データセンター自前で建設へ https://t.co/4Z3pcypiD2

[Shinya Handa🛡️ @Web3Panda]

これどこかと思ったらNew Albany, Ohioって出てきてますね。Intelが工場建設しているコロンバス郊外の街ですよ。Metaはデータセンター建設してオフグリッドの200MW発電機で運用してるみたいです。

[Michael Thomas @curious_founder]

Meta is building dozens of massive tents at campuses across the US, sticking billions of dollars of chips inside, and powering them with off-grid turbines.

The AI race has officially entered its Mad Max phase.

Over the last month, I reviewed hundreds of documents and satellite images for Cleanview's latest report on behind-the-meter data centers. Meta's data center strategy, which is very visible from space, was one of the weirder approaches I came across.

Mark Zuckerberg recently ditched the data center designs that Meta had perfected over the last decade and told his team to stick tens of thousands of chips in tents outside their data center in New Albany, Ohio. Each of these chips costs about $60,000. Zuckerberg plans to stick billions of dollars worth of them in the tents.

The strategy has helped cut the time to build compute in half. The first five buildings at Meta’s New Albany, Ohio data center took between two and three years to build. Meta started building five ~125,000 square foot tents between April and June of 2026, according to city permits. Satellite images show the structures have all been built.

To power those "rapid deployment structures", as they are officially named, Meta signed a 10-year deal with Williams to build a pair of 200 MW off-grid power plants. Those power plants began construction about a year ago and are nearly complete.

Meta is using the same strategy to build a data center in Tennessee, bringing the total count of tent data centers to three.

Strategies like this are part of the reason behind-the-meter data center capacity is growing so quickly.

In Cleanview's report, I found that there's currently about 2 GW of BTM capacity online today. By the end of the year, it will likely be 3 GW—equivalent to three nuclear power plants. By the end of 2027, it could be as high as 13 GW—more than the power demand of NYC.

I've been talking to a lot of reporters about this research. When I told one reporter about these tents and other companies powering their data centers with jet engines, he said, "It's like a scene out of the movie Mad Max."

[Shinya Handa🛡️ @Web3Panda]

だいぶ論調が変わってきましたね。
思い通りに交渉が進まないので焦ってきているように見えます。

[ロイター @ReutersJapan]

トランプ氏、濃縮ウラン確保にイランとの合意不要 https://t.co/qRbhtqSaVx https://t.co/qRbhtqSaVx

[はま @hmkz_]

世界最高の頭脳をもつ学生たちは、3x3行列の計算をするために9.7兆パラメータの行列計算をする。

[Shinya Handa🛡️ @Web3Panda]

LighterのPre-IPOマーケットで取引されてるSpaceXはどこ基準なのでしょうね。2090ドルとかで取引されてて謎です。

[Shinya Handa🛡️ @Web3Panda]

@mukokyuuuuuu スピンドルとかなければまだ応援できてたのですけどねー。

[Shinya Handa🛡️ @Web3Panda]

@denngaku 火星まで飛んでけーですな。

[Shinya Handa🛡️ @Web3Panda]

これは爆裂昇竜拳の気配がしますね。バブルってのは今のキャッシュフローとか関係なく人気投票ですからね。

[unusual_whales @unusual_whales]

SpaceX changes plans to now reportedly offer up to 30% of the IPO to retail, per CNBC

[Shinya Handa🛡️ @Web3Panda]

とりあえずSpaceXのIPO割り当て申し込んでおきました。リテールへの分配増やしたので多分全量買えるでしょう。こういうのは観戦チケットみたいなものなので少額で参加です。

[unusual_whales @unusual_whales]

SpaceX changes plans to now reportedly offer up to 30% of the IPO to retail, per CNBC