C☆nτr4riaN 💹🧲

Moon soon 🌛 🐂

[C☆nτr4riaN 💹🧲 @wiseeeee2]

Why Bitcoin will demonetize Real Estate. 🧵

[C☆nτr4riaN 💹🧲 @wiseeeee2]

@_tm3k SOL is more fun to use tbh

[Alasdair Mann @itsalasdairmann]

https://t.co/gX4aAs60EM

[Brian Armstrong @brian_armstrong]

I think it’s time to revisit the accredited investor laws in the US.

Companies are staying private longer, where only accredited investors (aka rich people!) can invest. Retail investors can only come in after IPO, when much of the upside has already been captured.

These rules were created with the best of intentions, to protect regular people from scams - a noble idea. Unfortunately, in practice they've often made it illegal to get richer, unless you're already rich. A regressive tax!

We have to judge policies based on their outcomes, not on their intentions.

These are two possible routes I see:

1) Replace the rule with something merit-based, like a financial literacy test. Pass it and you're accredited. Having a qualification based on competency rather than your bank balance or income seems far more fair.

2) Remove the rule entirely. Let consenting adults assess their own risk. Disclosure requirements stay and fraud enforcement stays to punish bad actors.

[C☆nτr4riaN 💹🧲 @wiseeeee2]

@Coinvo

[Rich Peter @peterli34923561]

$NBIS --- Nasdaq has just officially announced that $NBIS will formally join the Nasdaq 100 Index on June 22, 2026. This means the massive pool of passive funds and ETFs tracking the index (including QQQ) will be forced to accumulate NBIS shares around the effective date, creating immediate, substantial buying pressure.

Fresh Q1 2026 earnings show Nebius generated $399 million in revenue, skyrocketing 684% year-over-year. Adjusted EBITDA swung dramatically from a $53.7 million loss in the year-ago quarter to a $129.5 million profit.

Management confirmed its order book is now fully backlogged, with demand drastically outstripping supply. Nebius also announced plans to invest roughly £1.7 billion to build three new NVIDIA-powered AI infrastructure hubs in the U.K., and launched a joint "Physical AI Living Lab" with NVIDIA to provide top-tier compute access to European robotics and AI startups.

1. Riding the Golden AI Inference Boom Cycle
For the past two years, AI's core focus was large-scale model training, requiring massive, monolithic compute clusters. But 2026 marks the inflection point for commercial AI deployment, with market momentum shifting heavily toward AI inference — the real-time execution of AI models at scale. Nebius's full-stack cloud architecture is purpose-built and deeply optimized for large-scale AI inference and full-lifecycle compute orchestration. This differentiated focus on the inference side has let it perfectly capture the second, massive wave of AI capital expenditure growth.

2. Aggressive Capacity Expansion + Record Capex Deployment
To meet ravenous market demand, Nebius has raised its 2026 capital expenditure (Capex) budget to a staggering $25 billion. The company plans to explode its data center capacity from the current 170 MW to 800 MW - 1 GW on an accelerated timeline. In an era where compute capacity is a scarce, revenue-generating hard asset, whoever can secure more NVIDIA chips and build out data center infrastructure fastest can directly convert that capacity into recurring cash flow.

3. The Perfect Phoenix Rebirth Capital Narrative
NBIS traces its origins to the parent holding of Russian tech giant Yandex — once widely called the "Google of Russia." The stock was halted for years following the 2022 geopolitical conflict. After two years of complex asset carve-outs and restructuring, the company fully divested all Russian domestic operations, rebranded as a pure-play European AI cloud provider headquartered in Amsterdam, and successfully relisted on Nasdaq. This full clearing of geopolitical overhang, paired with its transformation into a pure AI compute asset, has triggered a violent, catch-up valuation re-rating for the stock.

[mon @moninvestor]

I'll buy Space X after 12 months.

[Evan @StockMKTNewz]

Jim Cramer was just asked about Nebius $NBIS stock on CNBC:

"Until the market turned ugly, Nebius was one of my favorite stocks. Now I got to pull back because the facts of this entire market have changed. It’s no longer got the right coloration to be able to speculate on Nebius."

[Mgoes (bio/acc 🤖💉) @m_goes_distance]

we are probably 6 to 12 months away from the first pill designed to make you biologically younger

today just changed the stakes

the first ever reverse-aging drug was just injected into a human. Life Biosciences. David Sinclair. today, an actual human patient.

here is everything pointing at the same moment:

- Sinclair is also testing an oral reprogramming pill in the $101M XPRIZE. whole-body rejuvenation. a 10-year biological age improvement in one year of treatment
- scientists just discovered ABT-263 dramatically reverses aging in skin and speeds wound healing. topical. already works
- NewLimit raised $435M from Peter Thiel to deliver age reprogramming to the liver
- semaglutide slowed biological aging by 9% on epigenetic clocks. a diabetes drug doing this on the side

the convergence is coming

bio/acc.

[Vivek Sen @Vivek4real_]

MICHAEL SAYLOR SAID WORKING HARD IS THE WORST ADVICE YOU CAN GET.

“YOU DON'T WANT TO MAKE MONEY BY BEING TALENTED AND WORKING HARD. THE ROBOTS ARE GOING TO WORK HARD. THE CARS ARE GOING TO DRIVE THEMSELVES.”

“ONCE YOU TRAIN THE AI ON A SHAKESPEAREAN SONNET, IT WILL SPIT BACK SONNETS JUST AS GOOD AS SHAKESPEARE IN HIS PRIME.

IF YOU STUDIED FOR 20 YEARS TO LEARN HOW TO COMPOSE, THAT'S BECOMING LESS VALUABLE — JUST LIKE WRITING A 100-PAGE LEGAL DOCUMENT.”

“HUMAN CAPITAL IS GETTING DEMONETIZED.”

[Aakash Gupta @aakashgupta]

Your brain basically stopped recording your life around age 25. Everything since then is a blur for a reason.

Neuroscientists measured this so many times they named it: the reminiscence bump. Ask anyone over 60 to recall their strongest memories and almost every answer clusters between ages 15 and 25. The decade where everything was new. First job, first apartment, first real relationship. Your brain encoded each day because nothing had a template yet.

After that window closes, most people enter a repetition loop. Same commute, same office, same weekend rhythm. The brain stops recording repeated experiences as distinct events. A year with 300 novel days leaves 300 memory anchors. A year with 10 leaves 10. Both took 365 days to live. Only one of them will exist when you look back.

This is why people at 50 say "where did the time go." The time went into routine that felt like living but left almost nothing behind.

Your remaining years are fixed. How many your brain bothers to remember is entirely up to you.

[David Senra @davidsenra]

The mind is a powerful place and what you feed it can affect you in a powerful way

How @tobi got over his fear of public speaking:

“I  was terrified of public speaking until I sat down for like a week and every day I spent ten minutes just writing that I like public speaking.”

“ If you tell yourself or write something down 100 times about yourself, that writes it into the prefrontal cortex at such a deep level that your brain will start reconciling you to that.”

“It’s not a placebo. You actively change your prefrontal cortex.”

[Emmanuel Macron @EmmanuelMacron]

Nebius choisit la France.

L’acteur du Cloud IA dévoile un projet de plus de 8 milliards d’euros d’investissement pour déployer des infrastructures et des services de cloud, avec une capacité cible de 240 MW, positionnant le site parmi les plus puissants du continent.

Bedankt!

[Cinematic Eye 📽 @CinematicEye_]

Only China can achieve this 🔥

[Shay Boloor @StockSavvyShay]

The neocloud category may be the most misunderstood corner of the AI trade because the market still treats these names as one uniform GPU-hours bet when they are actually very different business models:

1. $NBIS (Cloud Utility for the Agentic AI Age)

$NVDA just chose Nebius as an architecture partner for the agentic AI era by co-designing AI factories with them, and the Rubin GPU access that comes with this partnership means Nebius gets the next-generation inference stack before almost anyone else in the market. At a $28B market cap, a 5GW power target and Nvidia’s engineering team embedded in the stack.. this is my favorite name in the neocloud category.

2. $IREN (Energy-to-Compute Engine of the AI Era)

The dilution fear is real but the market is misreading it. IREN is not diluting to survive but diluting to scale into a $3.7B ARR target and the $9.3B in funding already secured through customer prepayments and GPU financing means the $6B ATM is optionality capital. The real bottleneck in AI infrastructure right now is power and IREN controls ~4.5GW of secured capacity while needing only ~500MW to support its ARR target by year-end. That 10x ratio of power capacity to near-term need is something no competitor can replicate quickly.

3. $CIFR (Landlord of the AI Utility Era)

Cipher is not a pure neocloud but is a hyperscale infrastructure landlord signing decade-long leases to $AMZN AWS and $GOOGL while they fill the shells with compute. The AWS lease alone is expected to generate ~$700M in average annualized NOI for the next decade at nearly 100% NOI margins. Power-rich land is the scarcest resource in AI infrastructure and Cipher controls it with 600MW fully contracted, both facilities fully funded through non-recourse fixed-rate project debt and a 3.4GW development pipeline.

4. $CRWV (The Fragile Giant)

CoreWeave’s demand backlog and revenue growth are very real but none of that matters if the capital markets close for even one quarter. Interest expense hit $388M in Q4 and management guided Q1 2026 interest expense to ~$550M which implies an annualized run rate above $2B before a single new data center comes online. The bull case requires capital markets to stay open, rates to cooperate, hyperscalers to honor take-or-pay contracts in full and construction to stay on time. That is a lot of dependencies in a macro environment where oil is approaching $100 and private credit is already showing signs of stress.

[Shay Boloor @StockSavvyShay]

$NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:

• 2026: $3.4B (+550% YoY)
• 2027: $10.9B (+219% YoY)
• 2028: $20.4B (+85% YoY)

The growth is being driven by AI compute capacity tied to $MSFT $18B Azure AI inference contract, $META $27B Llama training deal & $NVDA $2B equity investment for preferred Blackwell & Rubin allocation.

[Sue @suekhim]

AI is making kids dumber.

It should be making them geniuses.

Introducing Koji, the first AI tutor that gets kids to actually think. 👇

[Richard Werner @scientificecon]

I was there in 1998 on an official mission from the Asian Development Bank, meeting senior gov't and central bank figures and managed to pull together how the Asian crisis was engineered by the central banks and the IMF. Published in 2000 by the ADB. I advised the Thai gov't to exit the IMF program early. They did after a delay.

[Barry Silbert @BarrySilbert]

The "privacy" era in crypto has officially begun

[Richard Werner @scientificecon]

I am ex-"Global Leader for Tomorrow", which they abolished to ex-invite me and that's why they immediately created the "Young Global Leader" program.

[C☆nτr4riaN 💹🧲 @wiseeeee2]

@blknoiz06 $SUI probably