Nikolay Cholakov 𝕏 🟠💊

@w3c_wai front-end developer➡️@angular & @NativeScript maniac➡️#DevOps enthusiast➡️#Bitcoin fanatic➡️Travel addict➡️Summer & beach lover➡️Party animal

[Nikolay Cholakov 𝕏 🟠💊 @nmcholakov]

I've just had an amazing time with my favorite #Bitcoin journalist (and I hope already a new friend) @JoeNakamoto

Thanks 🙏 for the nice talk we had and the chance to immortalize it with this great photo! 📸

Credits to @BitcoinBarBG and @Plamen__Andonov for the opportunity 🫶

[Global Explainer @Globalexplainer]

BIG BREAKING: Russia is offering European countries with three type of security architecture.

Russia said Europe's security architecture was the main point during 2 days trilateral talks between US, Russia and Ukraine.

Russia's 3 models of defence architecture are :

1. A defence agreement like Belarus and North Korea.

2. A Political pledge not to help each other's adversaries in case of aggression like Iran.

3. A bilateral non-aggression pacts with individual NATO Countries.

Follow @Globalexplainer

[Mario Nawfal @MarioNawfal]

🚨🇺🇸🇷🇺 Holy moly! Washington just asked Moscow to draft a new security agreement with Europe

The Trump administration has requested a Russian proposal for a future European security framework as talks to end the Ukraine war advance, and Trump’s envoys will repeat the ask to Putin in Moscow on Thursday.

The potential implications are ENORMOUS.

Russia has long demanded limits on NATO expansion and a smaller Western military presence in Eastern Europe, conditions Washington previously rejected.

The US now appears open to some of them in exchange for Russian steps to ease tensions, though it says nothing gets signed without Europe and Ukraine on board.

Poland is the first test, because Warsaw says the Pentagon just backed a permanent US base for 5,000 troops, which is exactly the kind of presence Moscow wants gone.

A deal could reshape Europe’s security for decades, although no terms have been agreed.

Source: Axios, Breaking Defense / Writers: Naz, Daniel

[Nikolay Cholakov 𝕏 🟠💊 @nmcholakov]

Wait 🫷 how 🤔

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇰🇵 US Justice Department seizes over $1.2 billion in cryptocurrency stolen from Binance by North Korean hackers.

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX $SPCX and Tesla $TSLA could announce merger as early as December.

[Nikolay Cholakov 𝕏 🟠💊 @nmcholakov]

Xaxa, does somebody buy this excuse of failure 🤔

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇨🇳 Experts warn US artificial intelligence is "fully compromised" by China following Jensen Huang's affair with a Chinese Spy.

"Our data centers, compromised. All of our models, stolen."

[Watcher.Guru @WatcherGuru]

JUST IN: Former Nvidia $NVDA CEO Jensen Huang had an intimate relationship with a second employee, bringing his total number of affairs to 3, Reuters reports.

[Watcher.Guru @WatcherGuru]

JUST IN: Binance says it has now covered 100% of losses from the $6.3 billion crypto hack by North Korea.

[$1 @1DollarSol]

BREAKING:
CIA has been working on TOP SECRET CYBER ATTACK called “KILLWARE” to take down the BANKS, INTERNET, GRID & WATER infrastructure.

LISTEN ‼️‼️‼️ ITS COMING!!!!!!!

$1 to $1

[BRICS News @BRICSinfo]

JUST IN: 🇨🇳🇹🇼 Chinese President Xi Jinping says China is ready to discuss reunification with Taiwan.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Former Nvidia $NVDA CEO Jensen Huang agrees to testify before Congress over his affair with Chinese spy.

[Ricardo @Ric_RTP]

Jensen Huang just walked out of Nvidia with more than $130 billion of its stock, and within months he can sell every share without the public ever being told.

In March, Jensen told Jim Cramer he was hoping to die on the job.

But now he's gone.

The stock fell more than 10% before the market even opened.

Everyone is going to spend today on the affairs and the spy. I spent the morning reading the SEC's disclosure rules, because his resignation just switched off the alarm system every Nvidia shareholder relies on.

Here's how it worked until today:

As CEO and a director, Jensen had to tell the public about every Nvidia share he sold within 2 business days. That's the SEC's Form 4 rule.

So when he set up a plan last year to sell up to 6 million shares, worth about $865 million, the market saw it coming. And it saw every sale after that.

That rule covers officers, directors and anyone who owns more than 10% of a company.

Jensen is no longer an officer. He's no longer a director. And he owns 3.58% of Nvidia, about 870.6 million shares held through his family trusts, LLCs and foundation.

The next tripwire is 5%. Anyone above that line has to report their stake to the SEC, which is why BlackRock and Vanguard, which each report owning more than 7%, file and Jensen doesn't.

So there's exactly ONE filing left between Jensen and an invisible exit:

Rule 144 makes anyone the SEC considers an affiliate, meaning someone with control over the company, file a public notice when selling more than 5,000 shares or $50,000 of stock in 3 months.

His lawyers will probably treat the man who founded Nvidia as an affiliate for a while. But once he's gone 3 months without that status, the notice disappears too.

And even that rule barely slows him down.

The cap for affiliates is 1% of the company's shares every 3 months, or more when trading is heavy. Nvidia has about 24.3 billion shares outstanding, so that's about 243 million shares per quarter.

At this morning's price of about $154, that's roughly $37 billion of stock every 3 months, under the TIGHTEST version of the limit.

Even a member of Congress has to report a stock trade within 45 days. Once Rule 144 stops applying, Jensen won't have to report his at all.

Now think about who's buying:

In October, Nvidia carried more weight in the S&P 500 than the index's 256 smallest companies combined, according to Lance Roberts of Real Investment Advice. Every paycheck that goes into an S&P 500 index fund buys a piece of it automatically.

Those funds don't get a warning. They keep buying while the person who knows Nvidia better than anyone alive could be selling.

Jensen knows what Microsoft, Meta and OpenAI are really ordering. He knows the roadmap. He knows the quarter Nvidia reports on Tuesday.

Insider trading law still applies to him. He can't legally trade on anything he learned as CEO that the public doesn't know yet, and he hasn't been accused of anything like that. It's also his stock. He built that stake over 33 years, and the same rules apply to every executive who leaves.

But those rules made sense for a retired vice president with a few million dollars of stock. Applied to Jensen, they let the biggest individual owner of the most important stock in the world go dark.

The first sign that Jensen Huang is selling might be Nvidia falling for a reason nobody can see.

So should the man who built Nvidia really be allowed to sell $130 billion of it without the public ever being told?

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 Jack Dorsey's Square has officially enabled Bitcoin payment acceptance for ~4 million merchants across the United States! 🚀

[Завтракаст • подкаст @zavtracast]

В сети разгоняют следующую теорию заговора: ЦРУ по приказу Трампа сместило Дженсена Хуанга с поста главы Nvidia.

Причины такие:

- единственный драйвер экономики США сейчас - это пузырь искусственного интеллекта. Многие забывают, но, чтобы чатгпт ответил вам какого цвета платье, нужны не только сервера. Нужны построенные датацентры, инженеры и рабочие которые их построят, электричество, добывающая промышленность, уголь, атомные станции и так далее и тому подобное.

- "Пузырь" показывает свою финансовую нестабильность. Если он лопнет, государству мало не покажется, поэтому государство придумывает идеи, как его удержать от падения и не допустить кризиса. Одной из таких идей становится государственное регулирование всей ИИ-отрасли.

- Летом OpenAI и Anthropic спекулировали против "бесплатных китайских моделей", сделанных по Open Source, высказывалась мысль, что "непонятно что там в китайских моделях, может они все шпионские, а это навредит национальной безопасности США". Обе компании написали открытое письмо, где высказывались ЗА государственное регулирование отрасли и недопущение на рынок китайцев.

- Их не поддержали разные мелкие ИИ-стартапы и внезапно глава Nvidia Дженсен Хуанг, который наоборот высказался против госрегулирования, за open source и за то, чтобы всё порешал рыночек, а не государство. Хуанга понять можно - его компания буквально продаёт сервера и чипы на которых эти локальные модели крутятся.

- Судя по новостям, об интрижках Хуанга знали уже несколько лет, так что ни для кого в компании это новостью не стало. Государство в лице ЦРУ и разведывательного сообщества, сначало разыграло карту "китайской шпионки", а потом, когда это не прокатило (потому что доказательств так и не предоставили), удобно вбросило в прессу через WSJ и NYT (публикации вышли одновременно со ссылкой на анонимные источники) информацию о том, что Хуанг дважды изменник. Совет директоров его уволил.

- Теперь, для Nvidia выберут более сговорчивого CEO, который выступит за государственное регулирование ИИ-отрасли, ужесточение экспорта чипов в разные там страны и тому подобные весёлые вещи.

На этом фоне китайские ИИ-компании спешат арендовать вычислительные мощности NVIDIA за рубежом из-за опасений ужесточения американских ограничений. Сейчас китайцы обходят экспортные ограничения США, арендуя мощности зарубежных дата-центров (например, в Малайзии, Сингапуре и других азиатских странах), однако новый законопроект может закрыть эту возможность. Перекупщики начали запасаться запрещенными к экспорту чипами NVIDIA.

В общем, госрегулирование якобы грядёт. И пока вас не забанил Anthropic или OpenAI, а китайские локальные нейронки всё ещё доступны, на всякий случай, к ChatGPT и Claude не привыкайте. Если у вас не американский паспорт, конечно.

[🇮🇹⚡₿itcoinator 🟠💊🇨🇭 @Bitcoin_ator]

Quantum computers can hack the Bitcoin 256 bit cryptography
my A*s.

Watch this.

Credits to: @calculusphile

[black（黔騎士) @blackright0]

【悲報】Nvidia取締役会「後継者を探すぞ！」 → 候補者リストがカオスすぎて、結局ジェンセン・ファンしか勝たんと気づく図ｗｗｗ　なぜなのか。

イーロン・マスク:「（俺はTeslaとSpaceXとxAIで忙しすぎるから候補外な。てかジェンセン辞めさせんな）」

トランプ大統領:「彼は素晴らしい男だ！」

元Apple CEOのティム・クック:←SSRカ―ド

……60人の幹部を直接束ねる「超ワンマン帝国」を作りすぎたせいで、いざクビにしようとすると「誰も全体像を把握してない」という最強の人質作戦が完成してるの、ジェンセンの設計思想が狂気すぎて震える。

取締役会「不倫疑惑にスパイ疑惑、もう限界だ！外部のヘッドハンター使って次期CEOを洗い出すぞ！」

【現在浮上した候補者リスト】
・社内暫定枠：コレット・クレス（CFO／数字は完璧だが非エンジニア）・社内本命枠：イアン・バック（CUDA開発の立役者／技術は神だがCEO経験ゼロ）
・外部の禁断枠：リサ・スー（AMD CEO／実はジェンセンの遠い親戚、引き抜いたら半導体業界がバグる）
・外部の元サヤ枠：レネ・ハース（Arm CEO／元Nvidia幹部）
・予測市場のバグ枠：ジェンセンの娘・息子（Polymarketで謎のオッズ高騰）

→……60人の幹部を直接束ねる「超ワンマン帝国」を作りすぎたせいで、いざクビにしようとすると「誰も全体像を把握してない」という最強の人質作戦が完成してるの、ジェンセンの設計思想が狂気すぎて震える。

この展開、日本の経済史オタクからすると既視感エグすぎるｗｗ

なぜなのか。大塚家具状態になるのか。

[BRICS News @BRICSinfo]

JUST IN: 🇲🇻🇮🇱 Maldives submits bill to permanently ban Israeli passport holders from entering the country.

[Chay Bowes @BowesChay]

Putin to Witkoff and Kushner: We want an eternal peace in Ukraine, not a temporary freeze.

Russian President asks Washington to talk sense into Brussels, and push Europeans to choose between peace and war.

Zelensky, meanwhile, is still touring with a begging bowl.

The contrast is brutal.

[Watcher.Guru @WatcherGuru]

JUST IN: Jensen Huang will no longer have any role within Nvidia $NVDA going forward.

[The Bitcoin Historian @pete_rizzo_]

BREAKING: 🇮🇱 $150 BILLION ISRAEL DISCOUNT BANK JUST BECAME THE FIRST BANK IN ISRAEL TO OFFER #BITCOIN

MILLIONS OF CUSTOMERS WILL SOON BE ABLE TO BUY, HOLD, AND SELL BTC DIRECTLY IN THE APP

HYPERBITCOINIZATION HAPPENING IN REAL TIME

BULLISH 🚀

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇨🇳 US House Speaker Mike Johnson says he supports restricting chip exports to China.