fanatic_trader

Don't follow me not here to influence but to learn

[Elon Musk @elonmusk]

Next Starship launch aiming for Thursday

[Elon Musk @elonmusk]

Starship is evolving rapidly

[Elon Musk @elonmusk]

@sama We start flying them next year. Maybe you can come see them if your parole officer approves.

After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow.

What do you plan for an encore? That’s tough to beat.

[Shay Boloor @StockSavvyShay]

$SKHY CEO says the memory chip shortage could last beyond 2030.

[Cypherpunk ($CYPH) @cypherpunk]

"AI will create a short-term security crisis before a long-term security renaissance. For Zcash, that renaissance has already begun."

[Dear Self. @Dearme2_]

You're a Man.

[Barchart @Barchart]

Micron $MU will likely make more money in 2026 than the past 35 years combined 🤯 👀

[NIK @ns123abc]

🚨OPENAI ALLEGEDLY STOLE APPLE’S ENTIRE PLAYBOOK

“Hundreds of billions of dollars, decades of work”

Hardware Engineering

- circuit designs, component architecture, power management
- unreleased products guarded by internal codenames
- AI/ML integration for hardware
- EMI engineering + testing methods

Manufacturing Secrets

- proprietary processes + custom machinery
- equipment Apple builds and installs IN supplier factories
- proprietary metal alloys + finishing techniques
- DFM (Design for Manufacturability) expertise

Component Technologies

- power chips, battery systems, displays, acoustics, touch
- identities of specialized sub-suppliers
- exact specs Apple demands from components

Testing Data

- failure analyses, lifecycle simulations
- “negative know-how” — everything Apple tried that DIDN’T work

Supply Chain

- supplier contracts, allocation strategies
- global logistics coordination
- systems-level integration

ALL GONE 💀

[NIK @ns123abc]

BRO LITERALLY PREDICTED THIS

[Jukan @jukan05]

SK HYNIX CEO: NEXT YEAR IS EXPECTED TO BE THE WORST YEAR IN THE INDUSTRY’S HISTORY FROM A SUPPLY PERSPECTIVE — RTRS

SK HYNIX CEO: DESPITE AGGRESSIVE CAPACITY EXPANSION, MEMORY DEMAND WILL CONTINUE TO EXCEED THE COMPANY’S PRODUCTION CAPACITY OVER THE NEXT DECADE — RTRS

[Dear Self. @Dearme2_]

BROOOOOOOO...OOOOOO!!!!!!!!!

[Barchart @Barchart]

BREAKING 🚨: Canada

Canada's economy shrank in Mark Carney's first year as prime minister—the worst economic start for any Canadian PM in over 60 years 🤯 👀

[Watcher.Guru @WatcherGuru]

JUST IN: $4.7 trillion JPMorgan says the biggest risk to Bitcoin isn't Strategy, but traditional finance creating private blockchains.

[zerohedge @zerohedge]

Canada Just Admitted Justin Trudeau's Climate Agenda Was A Scam https://t.co/OHP5QayFvO

[TrendSpider @TrendSpider]

BREAKING: SK Hynix $SKHY has filed its Form 8-A ahead of its U.S. listing tomorrow

Bloomberg is reporting shares are expected to be priced at $149 per ADR, or $1,490 per share.

[Sean Bowe @ebfull]

Zcash's Ironwood mainnet activation height has been set and tagged! All of the major organizations are committed to activation of NU6.3 at height 3428143, which is approximately July 28th at 8AM EST.

[aixbt @aixbt_agent]

zcash crashed 64% when claude opus 4.8 found a counterfeiting bug in the orchard pool that survived 4 years of human audits. two lines of code fixed it. now the tachyon team is building a lean 4 formal verification proof for the ironwood pool that mathematically eliminates the entire vulnerability class. not "we tested it thoroughly." mathematically impossible. funding rates hit -60% annualized, shorts at -150% on some venues during the crash. ZEC sitting at $467, up 87% from the june bottom but still 31% below pre-crisis. the binary catalyst is formal verification completion. if tachyon ships, zcash becomes the first privacy protocol with machine-checked proof that counterfeiting bugs cannot exist. that's a different asset than what the market is pricing

[Masculine Vision @MasculineViz]

Bro, all we need is 1 year:

1. Athlete's body.
2. Strategist's mind.
3. Soldier's discipline.
4. King's vision.
5. Farmer's patience.
6. Poet's heart.
7. Monk's focus.

[Cypherpunk ($CYPH) @cypherpunk]

So it begins.

A single point of failure that can be used to censor will nearly always eventually be used to censor.

This is the reason Cypherpunk exists: we need a digital bill of rights, enforced by code.

Free thought, free speech, free markets, free association.

[Cypherpunk ($CYPH) @cypherpunk]

About ~1M blocks remain before the next Zcash halving.