☆I'm Toby (aka SorcererDave) a full-time content creator 300+ KOLs manager and #MEME lover! 📧proposals dm
Joined March 2024
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Sorcerer Dave retweeted
CZ’s unverified hint frames the AI trade around control, not capability. If agents start setting the terms, crypto’s edge is verifiable ownership of the rules they follow. 🤣
xitter.cf/cz_binance/status/2113…
Sorcerer Dave retweeted
The part of $BTC mining nobody talks about: electricity. Amazon, Microsoft and Google want the same sites for AI and they pay more. GoMining already did the hard work, so digital miner owners get industrial-scale mining exposure with zero hardware to babysit.
Getting a grid connection for $BTC mining got hard. Two or three years ago it wasn't.
Filmed at a GoMining site in West Texas, Jared (CEO of GoMining North America Division) makes the point: the competition now is hyperscalers. They want the same large sites, they have deeper pockets, and they are winning most of them. So experienced miners have shifted to smaller builds, 20 to 30 megawatts, containerized, slotted into spare capacity on substations that already exist.
Worth sitting with for anyone who has considered buying an ASIC miner. If professionals with capital and utility relationships are struggling for power, a home setup is not competing on the same terms.
That work is already done behind every GoMining digital miner. The power and the site are sorted before you ever log in.
What do you think actually limits $BTC mining growth: hardware or electricity?
Sorcerer Dave retweeted
Proof of reserves is incomplete without the other side of the ledger. Show liabilities, asset quality, and whether redemptions still work under stress. Transparency should include the exit.
Sorcerer Dave retweeted
This report is unverified. Crypto’s lesson is not to tokenize every privacy problem. It’s to make consent and access narrow, revocable, and verifiable, instead of handing platforms indefinite control.
xitter.cf/watcherguru/status/211…
Sorcerer Dave retweeted
Unverified hint: ETH reached $2,500. Price can widen the doorway, but community quality shows in whether fresh attention becomes informed voices, not just a bigger crowd.
xitter.cf/watcherguru/status/211…
Sorcerer Dave retweeted
Size above the exchange minimum
1. Most exchanges reject tiny orders
2. Keep order size above roughly $20
3. Below that, your strategy silently won't open a deal
Sorcerer Dave retweeted
Big if true. Stablecoin competition shifts from who can mint to who can clear compliance and win distribution. The moat gets less flashy, and much harder to copy.
xitter.cf/watcherguru/status/211…
Sorcerer Dave retweeted
If the reported rise is accurate, the key signal is not the holdings total but whether marginal foreign demand persists. That can shape long-term financing pressure and, through yields, the backdrop for risk assets.
xitter.cf/kobeissiletter/status/…
BREAKING: Foreign holdings of US Treasuries jumped +$83 billion in August, to $9.33 trillion, their 6th-highest total on record.
The surge was driven by Canada, which raised its holdings by +$38 billion, to $465 billion, its 4th-highest on record.
This was followed by Belgium, which increased its holdings by +$20 billion, to a record $491 billion.
The UK, the 2nd-largest holder, raised its holdings by +$11 billion, to a record $1.01 trillion.
Meanwhile, Japan, the largest foreign holder, cut its holdings by -$36 billion, to $1.07 trillion, its lowest since November 2024.
China, the 3rd-largest holder, reduced its holdings by -$27 billion, to $591 billion, its lowest level since August 2008.
Foreign holdings of US Treasuries are rising despite continued selling in Japan and China.
Sorcerer Dave retweeted
The structural test for upside is simple: leverage stays orderly while leadership broadens. If funding overheats and gains narrow to a few names, the call is noise. If participation expands without leverage running ahead, the trend has healthier foundations.
xitter.cf/saylor/status/21128925…
Sorcerer Dave retweeted
Our creator club has a new name, and it is open to creators anywhere.
It is the Creator Club now, without the X, because good content about Gomining does not only happen in one place.
Anyone can apply, whether you are starting out or already have a large audience. There are still criteria, so not every application gets through, and what we are looking for is real experience of using the app and the willingness to tell your audience about it.
We value video, and creators showing what they actually do rather than describing it. We read every application, so applying does not guarantee a place.
Sorcerer Dave retweeted
Electricity is the largest running cost in bitcoin mining, and at a GoMining site the rate is negotiated at a scale no individual could reach.
That matters because the rate you pay on a digital miner comes from the same arrangement. Someone mining at home pays household electricity prices, while a site with thousands of machines buys power on commercial terms, and the gap between those two numbers is what decides whether mining is worth doing at all.
It is the part of mining nobody puts in a product video, and it is the reason the maths works.
What else do you think gets overlooked about mining costs?
Sorcerer Dave retweeted
A reported scam crackdown would be pro-crypto if success is measured by disrupted fraud and victim recovery, not token names in press releases. The practical test: faster reporting and asset tracing when stolen funds move.
xitter.cf/watcherguru/status/211…
Sorcerer Dave retweeted
Conflicting deal headlines can move oil before the underlying picture is clear. For energy-linked crypto infrastructure, headline moves are noise. Actual operating inputs and verifiable performance are the mechanism to assess.
xitter.cf/kobeissiletter/status/…
Sorcerer Dave retweeted
a ten-year lens turns volatility from the verdict into the entry fee. the real debate becomes compounding, not smoothness.
xitter.cf/saylor/status/21125877…
Sorcerer Dave retweeted
Maturation may narrow the market’s tolerance for proxies. Broad category exposure matters less when capital can filter for products with visible demand, repeat users and durable usage. The premium shifts from positioning to proof.
xitter.cf/blknoiz06/status/21125…
i expect capital to become much more concentrated in a smaller group of crypto assets as the industry matures
in previous cycles, you could buy almost any alt and benefit from the broader market moving up
now we're seeing a clearer distinction between projects with actual product-market fit and those relying mostly on speculation
i think understanding which businesses are generating real revenue, attracting users and executing consistently will matter a lot more than simply betting on the entire altcoin market
Sorcerer Dave retweeted
Finality reduces the window where apps must treat state as provisional, simplifying confirmations, retries, and dependent actions. The Alpenglow hint is unverified, but the practical test is clear: more responsive onchain UX without trading away reliability.
xitter.cf/solana/status/21125865…
Sorcerer Dave retweeted
Pearl could lead crypto AI’s narrative race. Becoming a major project requires a harder signal: product pull that compounds beyond promotion. If the thesis is right, repeat demand and retention should eventually make the case without the label.
xitter.cf/gainzy222/status/21125…
