Offshore
Photo
memenodes
“crypto is high risk”

Me: https://t.co/0PcYBUW4hJ
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."
tweet
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."

$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."
- AkhenOsiris
tweet
Offshore
Photo
memenodes
stop checking the crypto market, relax and read a good book

crypto guys : https://t.co/3raCRQPxHg
tweet
Offshore
Video
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 “too busy” to text you back https://t.co/ybDcvRuxBy
tweet
Offshore
Photo
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 that’s not how Bitcoin works in the real world, and it’s definitely not how markets behave when stress hits.

What the Lines Actually Mean

Those red and orange curves aren’t natural laws, they’re estimates built on assumptions: average energy costs, average hardware efficiency, average uptime. They’re useful for understanding the structure of mining, but they’re 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 Isn’t a Floor

Markets don’t 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 didn’t 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 don’t 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 doesn’t 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 doesn’t guarantee Bitcoin is protected above any specific number. It just highlights where pressure is building. It’s one piece of context in a market that’s 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
- Coin Compass
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MA was JUST trading at a 3.5% FCF yield 💵

Here’s 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. | (11/18/25)
___

𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️

𝐓𝐡𝐢𝐬 𝐜𝐨𝐧𝐭𝐞𝐧𝐭 𝐢𝐬 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐚𝐧𝐝 𝐞𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐝𝐨𝐞𝐬 𝐧𝐨𝐭 𝐜𝐨𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞, 𝐚𝐧 𝐨𝐟𝐟𝐞𝐫, 𝐨𝐫 𝐚 𝐬𝐨𝐥𝐢𝐜𝐢𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐛𝐮𝐲 𝐨𝐫 𝐬𝐞𝐥𝐥 𝐚𝐧𝐲 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲.

𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐨𝐥𝐝 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝. 𝐀𝐧𝐲 𝐨𝐩𝐢𝐧𝐢𝐨𝐧𝐬 𝐞𝐱𝐩𝐫𝐞𝐬𝐬𝐞𝐝 𝐚𝐫𝐞 𝐚𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐝𝐚𝐭𝐞 𝐨𝐟 𝐩𝐮𝐛𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐬𝐮𝐛𝐣𝐞𝐜𝐭 𝐭𝐨 𝐜𝐡𝐚𝐧𝐠𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐧𝐨𝐭𝐢𝐜𝐞.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲 𝐨𝐫 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐝𝐨𝐞𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
tweet
Offshore
Photo
EndGame Macro
The Real Game Behind the Juan Hernández Pardon: Power, Pressure, and the New Monroe Doctrine

Juan Orlando Hernández wasn’t pardoned for some technicality or grey zone offense. He was convicted in the U.S. for moving enormous volumes of cocaine toward the United States, taking cartel money, and using the Honduran police and military to protect those routes. Over 400 tons of U.S. bound cocaine moved under his watch. He took millions in bribes from groups like the Sinaloa cartel and Honduran gangs. And he weaponized state institutions to keep that machine running. That’s why he got 45 years. So a pardon like this isn’t small or symbolic, it’s a geopolitical decision.

Why This Could Be Part of a Bigger Strategy

Right now, Honduras is led by Xiomara Castro, who’s aligned herself more closely with Maduro, Cuba, Nicaragua, and has opened doors to China. At the same time, the U.S. is dramatically expanding its military footprint around Venezuela: carriers in the Caribbean, reopened bases in Puerto Rico, and deeper intelligence operations across the region. That’s not random, it’s part of a broader push to reassert influence in a part of the world where China, Russia, and left wing governments are tightening their ties.

In that context, freeing Hernández gives the U.S. a useful piece to move around the board. He still has relationships inside Honduras…political, business, security even if he no longer holds formal power. His presence alone reminds the current Honduran government that Washington still has ways to influence the country’s internal dynamics if it needs to. It doesn’t require overt threats. Just putting him back into play shifts the balance.

What This Pardon Enables Behind the Scenes

Hernández knows the networks…the routes, the brokers, the officials, the financial channels because he built them. In a region where cartels, politics, and foreign influence all blur together, a guy like that is valuable to intelligence agencies. He can help map who’s who, where the vulnerabilities are, and how different factions in Honduras and neighboring countries actually operate beneath the surface.

It also gives the U.S. quiet leverage in negotiations. If Washington wants Honduras to distance itself from Beijing, cooperate more on counter narcotics, or soften its ties with Maduro, the ability to empower or sideline people connected to Hernández’s old political network becomes another tool. Not overt coercion, just a reminder that the U.S. still has reach.

The Larger Picture

If you zoom out, the pardon looks less like an act of forgiveness and more like a move in a regional realignment. The United States is positioning itself for a more aggressive posture in Latin America, and it wants influence inside countries that are drifting away. Hernández, flawed as he is, gives them another pressure point.

So the real story isn’t the pardon itself. It’s what the pardon allows…a channel, a signal, and a piece of leverage at a moment when geopolitical fault lines in the Americas are shifting.

BREAKING: President Trump has pardoned former Honduran President Juan Orlando Hernandez. https://t.co/Q33PVKV4zE
- The Kobeissi Letter
tweet
Quiver Quantitative
JUST IN: Michael and Susan Dell are donating $6.25 billion to fund investment accounts for American children.
tweet
Offshore
Photo
WealthyReadings
$ALAB is setting up to be one of the major winners of the next AI narrative: optimization.

The bulk of compute has already been deployed. The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.

Hardware optimization is what $ALAB does.

They build the invisible backbone of AI data centers, systems that move data faster, smoother and with far less waste. They eliminate the bottlenecks that slow AI down.

Why this matters:
🔹 Every AI giant is now obsessed with efficiency, energy is capped and data centers can’t scale fast enough so they need to optimize.
🔹 Bigger models + more demand = more data movement = more & larger bottlenecks.
🔹 Every second of compute lost or non optimized costs companies more than the hardware to fix that situation.
🔹 The future is about squeezing every ounce of performance out of existing infrastructure

That's what $ALAB proposes.

As AI continues to scale, the next winners won’t be the companies selling volume anymore, they’ll be the ones unlocking above average optimization.

The leap from “great” to “perfect” is where the next trillion-dollar value will be created. And only a few specialized players can deliver that.

$ALAB might be one of the biggest opportunities in that narrative.

Details below 👇
tweet
Offshore
Video
Fiscal.ai
We just pushed one of our biggest updates ever.

All Canadian stocks & ADRs now have:

1.) More data (20 years & 40 quarters)
2.) Data instantly available after earnings
3.) Exporting/Downloading on all data
4.) Click-thru to source filing
5.) Adjusted Metrics
6.) Standardized & As-Reported statements

All thanks to the Fiscal AI Datafeed!
tweet