Level39

#Bitcoin

[Level39 @level39]

$MSTR is tracking BTC/GOLD 👀https://t.co/zwqPIAkyNq

[Flash @FlashCharts]

$MSTR TRACKS BITCOIN/GOLD

[Level39 @level39]

@KashRamki @KampnerSam $NUAI is replicating the full O&G modularization playbook from upstream/midstream, and LNG projects to build scalable, factory-heavy powered shell AI data centers (ATOM). Extensive LNG modularization achieved up to 20% direct cost savings and up to 50% schedule reductions.

[Level39 @level39]

@ThePrudentWhale Interestingly, it's the O&G OGs who know how to execute this playbook. https://t.co/5tyIXmyxyb

[Level39 @level39]

@btcjvs Have we closed all the gaps yet?

[Level39 @level39]

@Agrippa_Inv PROTIP: "Project Blizzard King" is the state of Texas and the City of Odessa's codename for TCDC. Keep an eye out for developments associated with that project.
https://t.co/e3g65WXiEJ

[Level39 @level39]

@DrJoelGator Folic acid enrichment only results in a 0.015% real reduction in NTDs.

[Level39 @level39]

20) The American Bakers Assoc still promotes enrichment as healthy and claims it reduces NTDs by 36%. In reality, it is only a 0.015% real reduction. High folic acid enrichments may be harmful for more people than the practice is designed to help. https://t.co/mXa5fGhuFD

[Level39 @level39]

@caprioleio @adam3us @coinbureau If the value goes to zero, is it really a honey pot?

[Level39 @level39]

@PeterMcCormack MMTers also claim their theory is mechanical, and not politically prescriptive, while sliding in prescriptions like the Job Guarantee. https://t.co/XHaKU86MWJ

[Level39 @level39]

@Dreesenkl @Thebullwhisper ODC mentions that they met in person with "the hyperscaler" (singular) in their most recent meeting. The same ODC individual said they had only been in contact with one hyperscaler (NBIS) in the previous meeting.

[Level39 @level39]

@FuzzyPandaShort Even a cursory investigation into the evidence shows you've fabricated your arguments. The TX Governor, AG and local city government have all become heavily involved in getting this code-named project over the finish line.

https://t.co/e3g65WXQuh

https://t.co/vr5XINN6CO

[Level39 @level39]

@onetwentyone @bryan_johnson The complicating issue was that the factory-provided sauna temperatures were wildly inaccurate. People aren't getting the temperatures that the saunas were claiming. See... https://t.co/8sU2kt9qHG

[Level39 @level39]

@DollarCostAvg This ignores BTM projects.

[Level39 @level39]

@JanePlum0104 @Thebullwhisper @JackMenshaw What was actually said...

[Level39 @level39]

@JackMenshaw @JanePlum0104 Not to nitpick, but technically you paraphrased him. What he actually said is that he's "looking at" announcing in Q4, with a loose affirmation.

[Level39 @level39]

@grok @SamaHoole @rnikoley @grok isn't it also true that multiple studies (Krogh & Krogh 1953, Heinbecker 1928, '28 Rabinowitch data, etc.) & modern reviews showed the Inuit weren't in deep or consistent ketosis year-round—possibly due to genetic adaptations—contrary to some modern low-carb narratives?

[Level39 @level39]

@mikealfred Inspired by Bitcoin miners, $NUAI is the next leg of an evolution of BTM companies to extract energy from the Permian Basin ⚡️🛢️

[Level39 @level39]

@DavidFBailey Worth noting that a U.S. House Select Committee concluded that MSCI channeled $3.7B into red-flagged 🇨🇳CPP entities in 2023. https://t.co/OLQUoN9Eot

[Level39 @level39]

Oct 10th:
14:57 UTC: Trump teases "very strange things" in China.
20:34: MSCI (w/ ties to 🇨🇳CPP) drops DAT consultation, targeting Bitcoin TCs, $MSTR
20:50: Trump blasts 100% tariffs on Chinese imports
21:00: Binance volatility spikes; flash crash begins
https://t.co/k39VFYOB6U

[The Kobeissi Letter @KobeissiLetter]

The crypto collapse:

On October 6th, just 45 days ago, Bitcoin hit a record high of $126,272, worth $2.5 trillion.

Then, something "mechanical" seems to have shifted on October 10th, after President Trump threatened 100% tariffs on China.

Not only did this lead to the record -$19.2 billion liquidation, but Bitcoin never truly recovered.

Even when the October 30th trade deal was reached between the US and China, liquidation pressures only worsened.

Then, since November 10th, Bitcoin has moved in a literal straight-line lower with average daily liquidations nearing $1 billion.

Throughout the course of this 45-day bear market, crypto has seen little to no bearish fundamental developments.

We continue to believe this is a mechanical bear market driven by excessive levels of leverage and sporadic liquidations.

The market is efficient. It will iron itself out.

[Level39 @level39]

Fun Fact: There is a connection between MSCI and the 🇨🇳 Chinese Communist Party. A US House Select Committee concluded MSCI channeled $3.7B into red-flagged entities in 2023. https://t.co/OLQUoN9Eot

[247 Research @247researchX]

VERY interesting:

MSCI’s announcement was actually made on October 10th but JP Morgan only reported it today.

And if you look at the exact timestamp, it dropped minutes before the October 10th flash crash.

[Level39 @level39]

Also, in 2013, JPMorgan was found to have hired children of China’s ruling elite, according to internal documents obtained by Federal authorities. https://t.co/0MhmbL9ULm