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Quartr
NAVER, the company behind Korea's dominant search engine, now delivers IR material to millions of users through Quartr API.
https://t.co/NDIhsFVhPA
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NAVER, the company behind Korea's dominant search engine, now delivers IR material to millions of users through Quartr API.
https://t.co/NDIhsFVhPA
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memenodes
Joined 2018 and still stuck at 1400 followers https://t.co/TMToo8HRqp
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Joined 2018 and still stuck at 1400 followers https://t.co/TMToo8HRqp
Iโm stuck at 600 followers ๐ญ tweet
AkhenOsiris
$AMZN
CEO Matt Garman tells Axios that AWS is increasingly the cloud where customers are putting real production workloads due to its combination of capabilities and cost effectiveness.
"A year ago, there were questions about whether we'd missed the wave, but now, most people are building their production systems in AWS because of what we've built over the past couple of years," Garman told Axios. "People are now realizing that Amazon has a great platform for AI."
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$AMZN
CEO Matt Garman tells Axios that AWS is increasingly the cloud where customers are putting real production workloads due to its combination of capabilities and cost effectiveness.
"A year ago, there were questions about whether we'd missed the wave, but now, most people are building their production systems in AWS because of what we've built over the past couple of years," Garman told Axios. "People are now realizing that Amazon has a great platform for AI."
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AkhenOsiris
$AMZN
The industry itself is at an inflection point, Garman said, moving from summarization and content creation to transforming broader workflows by taking on repetitive tasks.
"It's not slowing down anytime soon. I think there was fear a year ago that maybe the model capabilities were plateauing," Garman said. "I think that is not the case anymore."
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$AMZN
The industry itself is at an inflection point, Garman said, moving from summarization and content creation to transforming broader workflows by taking on repetitive tasks.
"It's not slowing down anytime soon. I think there was fear a year ago that maybe the model capabilities were plateauing," Garman said. "I think that is not the case anymore."
$AMZN
CEO Matt Garman tells Axios that AWS is increasingly the cloud where customers are putting real production workloads due to its combination of capabilities and cost effectiveness.
"A year ago, there were questions about whether we'd missed the wave, but now, most people are building their production systems in AWS because of what we've built over the past couple of years," Garman told Axios. "People are now realizing that Amazon has a great platform for AI." tweet
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memenodes
stop checking the crypto market, relax and read a good book
crypto guys : https://t.co/3raCRQPxHg
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stop checking the crypto market, relax and read a good book
crypto guys : https://t.co/3raCRQPxHg
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memenodes
When you realize that Elon Musk can run 7 companies and still have time to quote the best tweets on X
But she's โtoo busyโ to text you back https://t.co/ybDcvRuxBy
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When you realize that Elon Musk can run 7 companies and still have time to quote the best tweets on X
But she's โtoo busyโ to text you back https://t.co/ybDcvRuxBy
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EndGame Macro
The Miner Model Trap And Why These Charts Overpromise and Underdeliver
This chart looks clean and comforting at first glance. Bitcoin sits above its modeled electrical cost, production cost, and a miner fair value band, so the easy conclusion is that $71k or so is some kind of hard floor. But thatโs not how Bitcoin works in the real world, and itโs definitely not how markets behave when stress hits.
What the Lines Actually Mean
Those red and orange curves arenโt natural laws, theyโre estimates built on assumptions: average energy costs, average hardware efficiency, average uptime. Theyโre useful for understanding the structure of mining, but theyโre not universal truths. Some miners pay rock bottom power rates and could mine profitably at half the electrical cost the chart shows. Others are barely breaking even, even at current prices. The line is an average, and averages hide the extremes.
Why the Cost Curve Isnโt a Floor
Markets donโt care about miners comfort. In every commodity sector, price routinely falls below the cost of production during stress. Bitcoin is no different. When price drops quickly enough, high cost miners unplug, hashrate falls, difficulty adjusts lower, and the actual cost to mine a coin drops with the washout. The so called floor moves with the market; the market does not move to defend the floor. And even in past cycles, Bitcoin has dipped below these modeled costs intraday or intra week, the chart just smooths that pain out.
Survivorship bias makes it look even cleaner. The miners who were mining below cost didnโt magically survive; they went bankrupt and disappeared. Their losses are invisible in charts like this.
What Happens in a Recession or Deflation
This is where the cost floor idea really breaks. In a recession, the economics of mining donโt stay fixed, they change drastically. Energy demand weakens, and large industrial users can negotiate cheaper power. ASIC prices fall as panic selling takes over. Difficulty drops as weak miners unplug. Financing becomes harder, and valuation multiples compress. All of that pushes the actual electrical cost, production cost, and miner fair value bands downward over time. In a true macro downturn, every one of those lines would slide lower, not hold firm.
So a recession doesnโt make the floor stronger, it makes it weaker. If the macro picture softens, these cost curves will reset at lower levels, and Bitcoin can easily trade under them during the transition.
What the Chart Is Actually Good For
Where this chart shines is as a stress gauge, not a safety net. When Bitcoin drifts toward these modeled costs, it usually means miner margins are getting squeezed, forced selling is increasing, and the weaker operators are being flushed out. Those moments often create long term opportunities but only after the cost curves move to reflect the new reality.
The honest takeaway is that this chart doesnโt guarantee Bitcoin is protected above any specific number. It just highlights where pressure is building. Itโs one piece of context in a market thatโs far more dynamic and far less predictable than a single model can capture.
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The Miner Model Trap And Why These Charts Overpromise and Underdeliver
This chart looks clean and comforting at first glance. Bitcoin sits above its modeled electrical cost, production cost, and a miner fair value band, so the easy conclusion is that $71k or so is some kind of hard floor. But thatโs not how Bitcoin works in the real world, and itโs definitely not how markets behave when stress hits.
What the Lines Actually Mean
Those red and orange curves arenโt natural laws, theyโre estimates built on assumptions: average energy costs, average hardware efficiency, average uptime. Theyโre useful for understanding the structure of mining, but theyโre not universal truths. Some miners pay rock bottom power rates and could mine profitably at half the electrical cost the chart shows. Others are barely breaking even, even at current prices. The line is an average, and averages hide the extremes.
Why the Cost Curve Isnโt a Floor
Markets donโt care about miners comfort. In every commodity sector, price routinely falls below the cost of production during stress. Bitcoin is no different. When price drops quickly enough, high cost miners unplug, hashrate falls, difficulty adjusts lower, and the actual cost to mine a coin drops with the washout. The so called floor moves with the market; the market does not move to defend the floor. And even in past cycles, Bitcoin has dipped below these modeled costs intraday or intra week, the chart just smooths that pain out.
Survivorship bias makes it look even cleaner. The miners who were mining below cost didnโt magically survive; they went bankrupt and disappeared. Their losses are invisible in charts like this.
What Happens in a Recession or Deflation
This is where the cost floor idea really breaks. In a recession, the economics of mining donโt stay fixed, they change drastically. Energy demand weakens, and large industrial users can negotiate cheaper power. ASIC prices fall as panic selling takes over. Difficulty drops as weak miners unplug. Financing becomes harder, and valuation multiples compress. All of that pushes the actual electrical cost, production cost, and miner fair value bands downward over time. In a true macro downturn, every one of those lines would slide lower, not hold firm.
So a recession doesnโt make the floor stronger, it makes it weaker. If the macro picture softens, these cost curves will reset at lower levels, and Bitcoin can easily trade under them during the transition.
What the Chart Is Actually Good For
Where this chart shines is as a stress gauge, not a safety net. When Bitcoin drifts toward these modeled costs, it usually means miner margins are getting squeezed, forced selling is increasing, and the weaker operators are being flushed out. Those moments often create long term opportunities but only after the cost curves move to reflect the new reality.
The honest takeaway is that this chart doesnโt guarantee Bitcoin is protected above any specific number. It just highlights where pressure is building. Itโs one piece of context in a market thatโs far more dynamic and far less predictable than a single model can capture.
Bitcoin has NEVER dropped below its electrical cost
Current Electrical Costs = $71,000 https://t.co/E0lBK7TB15 tweet
Offshore
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: $MA was JUST trading at a 3.5% FCF yield ๐ต
Hereโs what $MA has returned (CAGR %) each time it traded for a 3.5% FCF yield for the first time in a given year since 2018
1. +15.1% CAGR | (6/12/18)
2. +13.9% CAGR | (4/2/19)
3. +15.6% CAGR | (6/16/22)
4. +17.2% CAGR | (4/3/23)
9. โ | (11/18/25)
___
๐๐๐๐๐๐๐๐๐๐โผ๏ธ
๐๐ก๐ข๐ฌ ๐๐จ๐ง๐ญ๐๐ง๐ญ ๐ข๐ฌ ๐ฉ๐ซ๐จ๐ฏ๐ข๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ง๐ ๐๐๐ฎ๐๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐๐จ๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐, ๐๐ง ๐จ๐๐๐๐ซ, ๐จ๐ซ ๐ ๐ฌ๐จ๐ฅ๐ข๐๐ข๐ญ๐๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐๐ฎ๐ฒ ๐จ๐ซ ๐ฌ๐๐ฅ๐ฅ ๐๐ง๐ฒ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ.
๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐จ๐ฅ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐. ๐๐ง๐ฒ ๐จ๐ฉ๐ข๐ง๐ข๐จ๐ง๐ฌ ๐๐ฑ๐ฉ๐ซ๐๐ฌ๐ฌ๐๐ ๐๐ซ๐ ๐๐ฌ ๐จ๐ ๐ญ๐ก๐ ๐๐๐ญ๐ ๐จ๐ ๐ฉ๐ฎ๐๐ฅ๐ข๐๐๐ญ๐ข๐จ๐ง ๐๐ง๐ ๐ฌ๐ฎ๐๐ฃ๐๐๐ญ ๐ญ๐จ ๐๐ก๐๐ง๐ ๐ ๐ฐ๐ข๐ญ๐ก๐จ๐ฎ๐ญ ๐ง๐จ๐ญ๐ข๐๐.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐ ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐๐๐ฎ๐ซ๐๐๐ฒ ๐จ๐ซ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
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RT @DimitryNakhla: $MA was JUST trading at a 3.5% FCF yield ๐ต
Hereโs what $MA has returned (CAGR %) each time it traded for a 3.5% FCF yield for the first time in a given year since 2018
1. +15.1% CAGR | (6/12/18)
2. +13.9% CAGR | (4/2/19)
3. +15.6% CAGR | (6/16/22)
4. +17.2% CAGR | (4/3/23)
9. โ | (11/18/25)
___
๐๐๐๐๐๐๐๐๐๐โผ๏ธ
๐๐ก๐ข๐ฌ ๐๐จ๐ง๐ญ๐๐ง๐ญ ๐ข๐ฌ ๐ฉ๐ซ๐จ๐ฏ๐ข๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐๐ง๐ ๐๐๐ฎ๐๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐๐จ๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐, ๐๐ง ๐จ๐๐๐๐ซ, ๐จ๐ซ ๐ ๐ฌ๐จ๐ฅ๐ข๐๐ข๐ญ๐๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐๐ฎ๐ฒ ๐จ๐ซ ๐ฌ๐๐ฅ๐ฅ ๐๐ง๐ฒ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ.
๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐จ๐ฅ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐. ๐๐ง๐ฒ ๐จ๐ฉ๐ข๐ง๐ข๐จ๐ง๐ฌ ๐๐ฑ๐ฉ๐ซ๐๐ฌ๐ฌ๐๐ ๐๐ซ๐ ๐๐ฌ ๐จ๐ ๐ญ๐ก๐ ๐๐๐ญ๐ ๐จ๐ ๐ฉ๐ฎ๐๐ฅ๐ข๐๐๐ญ๐ข๐จ๐ง ๐๐ง๐ ๐ฌ๐ฎ๐๐ฃ๐๐๐ญ ๐ญ๐จ ๐๐ก๐๐ง๐ ๐ ๐ฐ๐ข๐ญ๐ก๐จ๐ฎ๐ญ ๐ง๐จ๐ญ๐ข๐๐.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐ ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐๐๐ฎ๐ซ๐๐๐ฒ ๐จ๐ซ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐๐จ๐๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
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