CT12Mass

“Skate to where the puck is going to be, not where it’s been." All views are my own. No investment advice intended.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: ADAM BACK JUST ABSOLUTELY DESTROYED THE #BITCOIN QUANTUM FUD ON NATIONAL TV

"THERE ARE ALREADY SOLUTIONS"

"WE HAVE DEVELOPED A POST-QUANTUM PROPOSAL"

"PEOPLE CAN UPGRADE IN A WAY THAT IS OBSERVABLE ON THE NETWORK"

"THE TOOLS ARE AVAILABLE"

DON'T BELIEVE THE FUD. HODL 🔥

Source: @crypto

[AMERICAN HODL 🇺🇸 @americanhodl8]

Here’s Michael @saylor casually predicting apple services will grow to $100+ billion 12 years before they actually hit that target. To a grand total of 3 likes (at the time of this repost).

But sure continue to fade this guy, you’re doing great.

[Bitcoin Archive @BitcoinArchive]

$1.8T Franklin Templeton to launch two 95% stock / 5% Bitcoin ETFs.

• Stock dividends go into Bitcoin.

• One tracks S&P 500, the other Nasdaq 100.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 $1.8 trillion Franklin Templeton has received approval from Nasdaq to list two new Bitcoin ETFs with a DRIP strategy 👀

The 'FBEQ' and 'FIBT' ETFs will reinvest dividends from US stocks into Bitcoin! 🚀

[Max Keiser @maxkeiser]

The global solution.

[CZ 🔶 BNB @cz_binance]

Everyone worried about AI hacking crypto, but the internet and banking systems rely on weaker encryption.

That said, AI doesn’t need to break Bitcoin’s cryptography to cause damage, leaked data already enables more phishing, social engineering, etc,

Stay SAFU!

[Evan Luthra @EvanLuthra]

THIS IS INSANE!!!

A San Francisco startup says it just turned mercury into real gold.

The company is Marathon Fusion. This week they announced they'd made stable gold using fusion neutrons, at 10x the record CERN set in 2025.

CERN's record was 29 picograms over four years. So nobody's pouring bars yet.

The method is what got me. You hit mercury-198 with a fusion neutron. It loses a neutron, becomes mercury-197, and over the next few days decays into gold-197. The exact same gold sitting in central bank vaults.

Their 2025 paper says a one-gigawatt fusion plant built this way could make around 2 tonnes of gold a year as a side product, while it's selling electricity.

I've said it for years. Gold is a shiny rock. It's valuable because there's only so much of it and pulling it out of the ground is hard and expensive.

If this holds up, gold's scarcity turns into an engineering problem. And you can only delay technical progress. You can't stop it.

To be fair, the gold comes out mixed with radioactive isotopes and would need to sit for well over a decade before it's safe to touch. Nobody outside the company has verified the result yet, and commercial fusion is still years away.

Peter Schiff has spent years telling everyone Bitcoin has no intrinsic value.

This week a startup says it made gold out of mercury.

There will only ever be 21 million Bitcoin. No reactor on Earth can make one more.

[Cory Klippsten 🦢 Swan.com @CorySwan]

Cool story bro

(ht @illbackman)

[The Kobeissi Letter @KobeissiLetter]

We are in a “stealth” bear market.

For the first time in history, nearly 60% of the S&P 500’s components are in a bear market, while the index trades 3% away from a record high.

We think this is a historic opportunity.

@TKL_Adam joins @cvpayne on Fox Business to discuss our view.

[Benjamin Cowen @benjamincowen]

Bitcoin is still generally tracking the 2019/2020 drop and recovery, just without the pandemic flush

[Milk Road Stocks @MilkRoadStocks]

Elon Musk on Sam Altman: "He's so deceptive. It's crazy."

He says OpenAI sped AI up, and Anthropic, "a splinter group from OpenAI, is accelerating it even more."

Yet he now rents Anthropic compute. First he met their people to "see if anyone set off my evil detector or anything like that." Nobody did.

He wants the frontier labs on a weekly call, testing each other's models before release.

Walter Isaacson's question: could Sam join, "or is the poison too strong there?"

"He's so deceptive. It's crazy."

Is renting compute to Anthropic a smart bet for $SPCX, or is Elon arming a rival?

FT @elonmusk @WalterIsaacson

[eric @econoar]

I haven't been bullish on BTC in years but honestly if they are printing gold using mercury, it's pretty damn bullish for BTC lol

[Dividendology @dividendology]

TOM LEE JUST NOW:

"THE END OF THE AI SELL OFF IS HERE"

[Bitcoin Magazine @BitcoinMagazine]

NEW: 🇺🇸 SpaceX did not sell any of its 18,712 BTC treasury in Q3 2026, remaining one of the largest publicly traded companies holding bitcoin! 🚀

[Panke @spcxGOD]

SpaceX has 10 insiders who must report every sale to the SEC within 2 business days.

2.27B shares got unlocked since August. Here’s what they filed:

Elon: no sales.
Gwynne: sold 342,170 shares from old options. Kept every share she owned.
Valor: handed 42.8M shares to its own fund investors. No market sale.
The other 7, including the CFO: nothing. Not one filing.

Notices of a planned insider sale (Form 144) in 4 months: 1.

That’s the “insider dump” lol

$SPCX

[The Bitcoin Conference @TheBitcoinConf]

🇺🇸 FIDELITY ANALYST SAYS "THE MOVE FROM $100,000 TO $200,000 MAY HAPPEN MUCH FASTER."

"INVESTORS SHOULD BE PREPARED." 💯

LONG #BITCOIN ⚡️

[Dan Ives @DivesTech]

The robust numbers from Meta and SpaceX is the 1-2 punch that speaks volumes around the massive demand/GPU/datacenter Capex for the next year around the AI Revolution. Jitters heading into earnings from CoreWeave bonds were just answered “loud and clear” from tech stalwarts 🐂🎯

[Fred Krueger @dotkrueger]

We've been "chamath'd"

[Brett Winton @wintonARK]

on spaceX vs Tesla
very crudely:

robotaxi is a bigger opportunity than starlink

but orbital compute is a *much* bigger opportunity than robotaxi

and optimus requires more baking time than orbital compute

and Optimus's success is predicated on access to gobsmacking amounts of superintelligence

On our modeling, compared against the no merger case, even if merged at the current share price ratio Tesla shareholders would be ~1.6x better off in 2031 while SpaceX shareholders would be ~2x better off.

On a longer timeframe (2036) Tesla shareholders would be ~5x better off having merged whereas SpaceX shareholders should be more indifferent ~1.3x better off.

So the fair premium depends heavily on your timeframe. On longer time horizons SpaceX shareholders should be asking for a discount. On shorter time horizons Tesla shareholders should be asking for a premium.

But everyone is better off with a merged entity.

A 30% premium paid on Tesla's share price to day would effectively split the difference on the 2031 time frame; Tesla acquired at a 50% discount would equilibreate return differentials on the 2036 time horizon.

[nic carter @nic_carter]

this is gold's quantum FUD but it's way worse because you can't software update gold.