@ENERGY The DOE should look into mandating higher energy standards/efficiency for data centers.
Companies who evaluate their stack will move to more energy-efficient, non disruptive, and lower latency solutions like $PSTG.
Obvious tailwinds for that + $EOSE
Energy efficiency.
Been thinking about the ZEC trade past the whole, "It's just BTC maxis piling in and creating artificial demand."
I think certain coins and the narratives behind them tell you a lot of vital things unfolding in the real world.
My takeaway from it?
The OG BTC cabal understand what's coming.
We’re so close to global Digital IDs and social credit scores entering the West.
We're seeing some banks in the UK slowly integrate it now as well [with options to enable carbon print data on bank statements for perks etc.]
The ONLY WAY to prevent the inevitable, which is mass surveillance and restraining you from doing WHAT YOU WANT,
Is by protecting yourselves with privacy being prioritized NOW.
How does that happen?
By ONLY using decentralized apps and opposing any central authority in entirety.
AKA going back to the origins of Bitcoin.
NOT YOUR KEYS, NOT YOUR COINS.
And how do you truly control your keys? By being onchain.
How long until centralized exchanges or any centralized entity holding YOUR FUNDS are subpoenaed to lock YOUR ACCOUNT because you shitposted something on Twitter?
And is it a coincidence that the "perp DEX" meta randomly accelerated during all of this?
EVERYTHING will soon enough HAVE to be onchain.
Polymarket were ahead of their time in 2020 and now that's one of the strongest USP.
Likewise, with the best prediction market being onchain and perps largely becoming popular onchain,
The next is the same for this hypergambling dystopian world we're seeing mould in front our eyes,
Even casinos will HAVE TO be onchain to verify everything or they'll be left in the past.
It's getting harder and harder to trust ANY authority.
Much like ZCASH being a privacy play,
Things like Polymarket, Hyperliquid and dare I say without you guys crying, Luckio, are in a league of their own amongst competitors.
This isn't just about having control again, it's about securing yourselves against inevitable oppression.
Acquire shares of decentralized systems in every category, it's the future.
~ Dr. Axius.
My favorite thing about Principles for Dealing with the new order is that Ray spends the whole book making a cohesive argument for bitcoin across geopolitics, finance, war, socioeconomic factors, etc, and yet still doesn’t think bitcoin will be the future.
Tech always wins
History and logic have made clear that sanctions reduce the demand for fiat currencies and debts denominated in them and support gold. Throughout history, before and during shooting wars, there have been financial and economic wars that we now call sanctions (which means cutting opponents off from money and needed goods). When there is a debtor-creditor relationship between opponents, the debtor choosing to not pay the debt service owed to the opponent creditor country has the beneficial effects of hurting the opponent financially and reducing its own debt service burdens. But it also has the detrimental effects of weakening the sanctioning/debtor country's currency and the value of its debt. When this occurs with the world's leading power and its reserve currency, the global monetary order is inevitably weakened. As a result, the holding and price of gold rise, as it is a non-fiat currency that remains securely held and universally accepted.
#principles #raydalio
What have I been telling you about China.
The Oct 10–11 wipeout was “manufactured,” withdrawals were throttled, and fees plus internal P&L captured the spread.
Wintermute’s own line is that they stopped trading mid-crash because internal risk limits tripped, not to profit from it. That matters because “stood down” vs “leaned on the book” implies opposite motives.
force liquidations, slow withdrawals, book internal P&L, and harvest 8–12 bps on extreme turnover days. That’s exactly the type of play Chinese exchange + MM would do. I just need need order-book and wallet evidence to prove it.
If Washington can make domestic hash-rate and mined BTC the new collateral for Treasuries, the dollar becomes energy backed again this time by compution rather than crude.
That threatens the entire BRICS commodity clearing model China has been building with gold and the digital yuan.
China can’t easily stop American miners or ETF flows directly, but it can attack the price discovery layer.
Binance, Bybit, and Hyperliquid are offshore venues with deep liquidity but no U.S. regulatory leash. Each blaming each other like the Spider-Man meme.
Most large market makers routing through them. Wintermute. Jump, etc. operate globally.
If you control latency, liquidation engines, or synthetic funding rates, you can spike or crush BTC’s price at will.
The easiest way to discredit BTC is to make its market look chaotic and manipulated.
You see gold crash 5% two days in a row?
Exactly. That’s the counter punch. Bitcoin is a large asset class now. Beijing’s rational response is to suppress Bitcoin’s perceived reliability until the U.S. hash-standard architecture is too costly or politically risky to finish.
If the U.S. succeeds, Bitcoin becomes the backbone of a Hash-Dollar energy-reserve economy, reviving dollar hegemony.
the market behavior you’re seeing fits perfectly with a financial proxy war:
Hash-Dollar vs. BRICS-Gold.
WW3 isn’t fought with bullets.
You all act as if sovereign nations don’t know that Bitcoin is the greatest innovation the world has ever seen…
-pigeon
@jessepollak Buy out NBA topshot/NFL allday licenses
Partner with Topps and Panini
Partner with Pokemon
Own the coming digital collectibles surge. The industry is just missing better access and infrastructure. Would genuinely help with this if open to it