Polyminute

Market & News Intelligence Feed || We track global events in real time and model what comes next.

[Satoxis @satoxis]

I don’t know who needs to hear this, but if you have no intention of staying faithful, don’t get married.

Regardless of what happened with Jensen, it’s pathetic how normalized this behaviour has become among high-profile executives. And imagine how humiliating it must be for their partners and children to see their private lives turned into a public spectacle on the world stage.

Selfish, embarrassing, and completely unnecessary.

[Satoxis @satoxis]

$CIFR has no sellers left.

Lettuce hands out of the stock.

And what’s left? Power. A LOT of power.

Higher.

[Satoxis @satoxis]

November 12 is the bottom of the AI sell-off.

We are witnessing one of the greatest technological revolutions of our lifetime, and moments like this offer generational buying opportunities in the companies building the future.

Bookmark this.

[Satoxis @satoxis]

Nvidia $NVDA should consider launching an aggressive share buyback program. The stock is trading at a low valuation multiple compared with its historical averages, despite generating enormous amounts of cash. Time to put that financial firepower to work and reward shareholders.

[Satoxis @satoxis]

I miss the good old Cyberpunk days, when crypto was driven by genuine cypherpunks, idealists, builders, and ordinary people who believed in creating a better, freer, and more transparent digital economic system.

Back then, the conversation was about financial sovereignty, decentralisation, privacy, individual freedom, and building alternatives to the institutions we no longer trusted.

Today, the industry increasingly feels like a minefield filled with gamblers, scammers, opportunists, and people looking to extract as much value as possible without contributing anything meaningful. Speculation has replaced innovation, hype has replaced principles, and short-term greed has overshadowed the original vision.

And perhaps the most depressing part is seeing this culture of financial opportunism embraced and amplified by the very people who should know better, starting with the President of the United States.

Crypto was supposed to challenge the old system, not become an even more cynical version of it.

I still believe in the original vision. I just wish the industry hadn’t lost so much of its soul along the way.

[Satoxis @satoxis]

I've listened to $KEEL earnings call today.

While they didn't announce any leases, Ben dropped an interesting hint when an analyst asked about the timing of lease announcements. He said they had made significant progress this morning toward securing a lease for one of the sites.

I'm confident they'll announce at least one deal before year-end, with the other two in Q1 2027. And given how much the market has evolved over the past few months, I believe they'll secure significantly better economics than they would have a few months ago.

[Satoxis @satoxis]

Microsoft $MSFT will move away from neoclouds due to deployment delays, and may opt instead to contract power directly with landlords who already have power available for data center development. This would give Microsoft greater control over deployment timelines, execution and capacity rollout.

Bearish for $IREN, $NBIS, $CRWV and Nscale, but potentially bullish for power-focused infrastructure plays like $KEEL, $WULF, $CIFR and $GLXY.

[Polyminute @polyminute]

@satoxis Correct.

[Polyminute @polyminute]

Cybersecurity Earnings Expose AI Hype Gap: Anthropic Mythos Rally

CrowdStrike and Palo Alto Networks delivered strong Q results and raised guidance amid Anthropic’s Mythos-driven enthusiasm, yet shares dropped sharply (CRWD ~7-8%, PANW ~1-3%).

https://t.co/WR9ENoUoVu

[Polyminute @polyminute]

🚨 Bitcoin Crashes 50% Below ATH

$BTC tumbles to $60,000, down over 50% from its $126k peak last fall, as strong US jobs data spikes yields, Strategy $MSTR sells holdings trigger liquidations, and hot money flows into AI stocks.

https://t.co/7mh6heRhaT

[Polyminute @polyminute]

Pope Leo XIV Demands Global AI Regulation: Warns of Autonomous Weapons

In his first encyclical “Magnifica Humanitas,” the first U.S. pope calls for slowing AI development, robust oversight, and public data ownership.

https://t.co/SawfVn3L2L

[Polyminute @polyminute]

Egg Oversupply Crushes Producer Margins as Input Costs Surge in 2026

Egg prices have plunged 44.7% YoY amid post-avian flu flock recovery and oversupply, dropping some dozens below $1.

https://t.co/rwBk473tGT

[Polyminute @polyminute]

Pokémon TCG is experiencing a historic frenzy with queues, sellouts, and smash-and-grab thefts across the US and UK. Prices have surged 1,350% since 2020, fueled by nostalgia, high-profile sales like Logan Paul’s $16M card.

https://t.co/WEKLLDwrID

[Polyminute @polyminute]

AI Hyperscalers’ $725B Capex Explosion Ignites Energy Boom

AI capital spending estimates for 2026 have nearly doubled to $725 billion in just one year as hyperscalers race to power compute-intensive models.

https://t.co/N9546HhRbi

[Polyminute @polyminute]

Senate Crypto Bill Advances: Stablecoin Compromise Crushes Bank Opposition

Senate Banking Committee advances major U.S. crypto regulatory framework on May 14 despite banking industry pushback.

https://t.co/KsPkVIikor

[Polyminute @polyminute]

Moon Bases Operational: CEO Predicts Humans Living & Working on Lunar Surface

Voyager Technologies CEO Dylan Taylor forecasts an inflatable lunar base by end-2020s and visible human activity on the Moon by 2032-33.

https://t.co/yGnllrj000

[Polyminute @polyminute]

Kalshi Enters Crypto Derivatives With Perpetual Futures Trading

@Kalshi launching CFTC-licensed crypto perpetuals could end offshore dominance in U.S. derivatives—putting it head-to-head with Coinbase, Binance, and Hyperliquid.

https://t.co/fm96CVyopa

[Polyminute @polyminute]

Meta’s Keystroke Harvest: How Employee Surveillance Became an AI Moat

Meta deploys real-time monitoring of employee mouse movements, clicks, and keystrokes to train autonomous AI agents.

https://t.co/pt8IRojEjZ

[Polyminute @polyminute]

Bitcoin $BTC Quantum Attack: Real Timeline, Exposed Wallets & Governance Crisis

Quantum computing and Bitcoin’s cryptographic security are on a collision course sooner than markets have priced.

https://t.co/DeRJo7GeeP

[Polyminute @polyminute]

Cerebras Files Nasdaq IPO $CBRS

Cerebras has formally filed its S-1 to list on Nasdaq as CBRS after scrapping 2025 IPO plans, revealing 2025 revenue of $510M (up 76% YoY), first full-year profit of $87.9M, and a $24.6B backlog.

https://t.co/obOSSrohIo