Mohammad Akbar retweeted
Google ordered six or seven small nuclear reactors to power its AI.
Microsoft signed a 20-year deal to restart Three Mile Island.
Big Tech is short on power, and Bitcoin miners spent ten years securing it.
Mohammad Akbar retweeted
JUST IN: @AnchorWatch launches Bitcoin custody service w/ up to $370M insurance per client.
The service targets public companies, fiduciaries, trusts, and high-net-worth clients.
🤖 Made with AI
Mohammad Akbar retweeted
Chinese export controls now extend beyond refined critical metals to specialized industrial equipment, including tunnel boring machines (TBMs).
TBMs are the most common way of building underground road and rail infrastructure... and they are also increasingly used in mining.
TBMs have been used in underground mine development at several copper, coal and platinum-group-metal operations in the US, Australia, and South America.
Over the past 20 years, Chinese-produced TBMs have grown from ZERO to 60-70% of the global market share, producing approximately 250-300 TBMs per year... approximately half of which are exported. So, we suspect that this news will cause a PANIC in the global TBM market.
We plan to use a TBM at our Santa Cruz copper project in Arizona to develop mine access from the surface. Fortunately for us, the US has its own TBM manufacturer, @Robbins_Co, and earlier this year we purchased a 9.3-metre diameter Robbins TBM for Santa Cruz.
So this news won't disrupt our development plans at @ivanhoeelectric... others may not be as fortunate.
reuters.com/world/asia-pacif…
Mohammad Akbar retweeted
Debanking and Bitcoin Business Accounts in the EU | Prashanth Chandrashekar SLP782
@prashanthc123 of @bringinxyz explains why banks block exchange transfers, how named IBANs help, and the custody trade-offs in Bringin's new business accounts.
Timestamps
00:00 — Intro
00:37 — MiCA: Costly but Passportable
03:28 — Debanking: Why Banks Block Exchange Flows
07:04 — Named vIBANs vs Exchange Deposit IBANs
11:25 — Spark Self-Custody and Its Trust Trade-offs
13:03 — Why Banks Are Harder on Businesses
15:22 — Who Joined the Business Pilot
18:08 — Beyond Debanking: Accounting Headaches
20:31 — Business Keys in Turnkey Enclaves
24:53 — Key Rotation Runs Through Bringin's Backend
26:24 — Roadmap: Third-Party Payments, No Cards Yet
30:45 — Next Customers: Stablecoins and Agents
33:31 — Regulation Outlook: DAC8 and Data Risk
34:39 — AI Agents, MCP, and Payments
Mohammad Akbar retweeted
Bitcoin’s Recovery: Three October Charts Show Supply and Demand Shifts
“A durable recovery needs sustained positive spot demand, buyers absorbing BTC returning to exchanges, and accumulation spreading across holder groups.” – By @xwinfinance
Link ⤵️
cryptoquant.com/insights/qui…
Mohammad Akbar retweeted
When you read an official investigation, bear in mind they are authorized on the basis of "... never open an inquiry, audit, or review without knowing what evidence it will surface..." Considering that, this about the UK electricity system over the summer is quite something:
Mohammad Akbar retweeted
The craziest Bitcoin finding of 2026:
Dacoinminster, a Bitcointalk user, first observed and documented Bitcoin's power law in FEB 2013
That model, unbeknownst to him at the time, would project the next 13.5 years of Bitcoin price with incredible accuracy (r2=0.952)
TODAY:
Dacoin's power law = $97K
Actual price = $81K
- - -
It also predicts Bitcoin = $1M in Jan 2036.
Hal Finney was the first person Satoshi ever sent Bitcoin to
Long before Bitcoin, Hal Finney (@halfin) was a cypherpunk, one of the 1990s coders who built privacy tools. He was an early contributor to PGP, the encryption software, and in 2004 launched RPOW, his own digital cash system.
When Satoshi Nakamoto released the first Bitcoin software on January 8, 2009, Finney was the first to reply. He soon posted “Running bitcoin” on Twitter, and on January 12, Satoshi sent him 10 $BTC.
Some have long suspected that Finney was Satoshi himself. He denied it until his death, and the debate is still open today.
Later that year Finney was diagnosed with ALS, a disease that slowly takes away control of the body. He kept writing Bitcoin code using an eye-tracking program.
He died on August 28, 2014, at 58. True to his optimism, he chose to be cryopreserved by the Alcor Life Extension Foundation, in the hope that future medicine might one day bring him back.
Mohammad Akbar retweeted
JUST IN: 🇩🇪$1.98T Deutsche Bank to launch Bitcoin and crypto custody within weeks, with an Asia expansion reportedly planned for 2027.
This is Germany's LARGEST bank about to offer crypto access to its 28M+ clients 🔥
Mohammad Akbar retweeted
🚨BREAKING: Russia reportedly PLANS to BAN retail crypto transfers to self-custody wallets and direct P2P trading from July 1, 2027, the Moscow Times reports.
Crypto trading would require central bank-approved intermediaries and mandatory investor knowledge qualification tests.
Unqualified investors would also face an annual purchase limit of 300,000 rubles ($3,690) per intermediary.
Mohammad Akbar retweeted
HUGE: 🇺🇸 $13 trillion Charles Schwab has officially launched Bitcoin & crypto trading for eligible clients.
They have over 40 MILLION brokerage accounts! 🚀
Mohammad Akbar retweeted
Deutsche Bank Plans Crypto Custody Launch Within Weeks, Eyes Asia Expansion in 2027
According to Reuters, Deutsche Bank, Germany's largest bank, plans to launch cryptocurrency custody services within weeks and expand into Asian financial hubs in 2027. Gerald Podobnik, co-head of its corporate bank, said the service will initially support major cryptocurrencies such as BTC and ETH, with plans to add fiat-to-stablecoin conversion services. The bank also intends to offer tokenized deposits and help clients issue blockchain-based securities, including digital bonds, as part of its broader corporate banking growth strategy.
Mohammad Akbar retweeted
🇺🇸🧲 This is what rebuilding a rare-earth supply chain looks like, not another presentation, but real equipment producing real magnets.
🚗These images offer a revealing look inside MP Materials’ Independence facility in Fort Worth, Texas, where rare-earth feedstock is transformed into finished NdFeB permanent magnets for the US automotive supply chain.
The display captures the manufacturing sequence:
⚗️ NdPr oxide
🔥 NdPr metal ingot
🏭 Strip-cast alloy and flakes
⚙️ Coarse and fine magnet powder
🧱 Pressed and sintered magnet blocks
✂️ Machined and coated finished magnets
🚗 Magnets installed in electric motors
This is a critical distinction.
⚗️Producing separated NdPr oxide is essential, but oxide alone cannot power an EV motor. The material must still pass through metallisation, alloy production, strip casting, hydrogen decrepitation, jet milling, pressing, sintering, machining, coating and magnetisation.
MP Materials and General Motors began working together in 2021 to establish a domestic supply of rare-earth magnets for electric-vehicle motors. The Independence facility represents the downstream bridge connecting American rare-earth production with US motor manufacturing.
The strategic chain is becoming tangible:
⛏️ Mountain Pass feedstock
⚗️ Separated rare-earth products
🔥 NdPr metal and NdFeB alloy
🧲 Finished permanent magnets
🚙 GM electric-drive motors
That is far more consequential than simply mining ore or shipping concentrate overseas.
🇨🇳China’s dominance was not built through mining alone, it was built by controlling every value-adding stage between the orebody and the finished magnet.
The Western response must do the same.
⛏️Mines matter. ⚗️Separation matters. But without 🔥metals, alloys and qualified 🔬🧲magnets, the supply chain remains incomplete. 🇺🇸⚙️🧲
@MPMaterials @GM
#MPMaterials #GeneralMotors #RareEarths #NdFeB #PermanentMagnets #CriticalMinerals #MagnetManufacturing #SupplyChain #USManufacturing #ElectricVehicles #EnergySecurity #NationalSecurity
Mohammad Akbar retweeted
🚨 Last year, before oil was everyone’s favourite topic, I wrote this in The Merchant’s News:
“Metals rallied in 2025 because AI infrastructure created structural demand that supply couldn’t meet, amplified by mining disruptions and tariff uncertainty.
Oil’s about to follow the exact same playbook, just on a delayed timeline.”
At the time, oil was under $70, consensus was bearish and most people were talking about a supply glut.
Brent now trades around $106, up 71% in the past 12 months.
I don’t have a crystal ball and nobody predicted the scale of what happened in Hormuz.
But the setup was visible early: underinvestment, tight spare capacity, rising demand for power and fuel and a market priced for oversupply.
My readers had that framework months before the headlines arrived.
This year everyone is talking about oil.
The ones who understood why it mattered were reading about it a year ago.
source: themerchantsnews.substack.co…
Mohammad Akbar retweeted
We are told we have surplus electricity. Which economy is going to be supported by batteries?
Ramakgopa prioritises batteries to support economic growth - power987.co/4s3WBSi
Mohammad Akbar retweeted
NEW: South Korea just got its first traditional bank loans backed by $BTC 🇰🇷
Jeonbuk Bank is now lending Korean won to businesses using Bitcoin as collateral, held by a registered crypto custodian. The first loan has already gone out.
Mohammad Akbar retweeted
AGL chief nixes the idea that the company would ever be building coal-fired power stations again, while AEMO boss hails grid reliability with new renewables and storage
reneweconomy.com.au/doesnt-m…















































