CryptoJoe retweeted
Prediction: within 12 months, top three models will be open source.
Economic winners will be the American clouds that serve them:
Nebius
Iren
Baseten
Together
Fireworks
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
🟦 Open 78.4% 🟨 Closed 21.6%
While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2).
(Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
CryptoJoe retweeted
I can’t stop making ad creatives on Astra.
Give me a brand. I’ll make an ad.
For the love of the game only.
Time to cook. (Ads in comments)
Why is it that whenever you get an email about 'updated terms' from your credit card provider, that you lose out?
Amex British Airways used to be OK. Yet another reduction in value today. Will bin it next chance I get.
Respect the humility. Now IREN needs to fly.
Replying to @BritishHodl
I have closed this $IREN short trade and accepted a 16% loss (😭) before we closed a single day above $42 as I believe we’re about to enter a speculative mania in markets that will push undervalued Bitcoin and all overvalued AI stocks even higher.
I am not long the stock either but support everyone who is!
IREN TO THE MOON!
Have fun with your irens @BitcoinAIGuy.
Meme away.
Wat
Australia-founded IREN will have its logo featured on the jerseys of the Golden State Warriors starting next season, the latest sign of the AI data center boom going mainstream bloomberg.com/news/articles/…
It's been a while since anyone associated AI with anything other than billionaires shitting on society.
IREN has announced a planned 800MW data center campus in Bundey, South Australia.
This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.
Learn more: iren.gcs-web.com/static-file…
Drink it in fellow $IREN holders 👏
$IREN just announced a massive 5 GW partnership with none other than $NVDA....
I love how it references $IREN's "global" pipeline.
$IREN is fast fast-tracking its path to becoming the next hyperscaler.
It turns out that having gigawatts of grid-connected energy, while everybody else is severely power-constrained, is a real MOAT.
$IREN shareholders have just been validated BIG TIME.
We are just getting started! 📈
AI Agents Have Already Chosen Their Money: Bitcoin share.google/4RrS4A2T8MTP1J9…
Need a version of this but $IREN
Can't decide if this is a win for Anthropic or not. On the one hand they're clearly trying to hold the government to account for how the technology is used, which will be celebrated, but on the other they've lost a major contract to their competitors and made an enemy in Trump.
Anthropic: “We’ll work with the military on everything except autonomous killer robots and mass surveillance of Americans.”
The Pentagon: “We don’t plan to do those things.”
Anthropic: “Great, put it in writing.”
The Pentagon: “No.”
Trump: “BAN THEM FROM THE ENTIRE GOVERNMENT.”
This may be one of the most consequential AI policy decisions in history
Just signed.
Stablecoin rules in the UK are being finalized, and are at risk of preventing the UK from being globally competitive in the digital economy.
For example, the Bank of England is proposing a cap on stablecoin holdings for individuals and businesses.
The UK has a long history of being a financial hub. Embracing and encouraging innovation, especially when other countries are moving fast here, is important for maintaining that. The current direction of the rules does the opposite, and will act as an innovation blocker.
If you're from the UK you can sign the petition by @StandWCrypto_UK to set out a pro-innovation strategy for blockchain and stablecoins. Link below.
Wondered why this was up 20 percent this morning. Might actually get back to breakeven on it - yay!
Better late than never I guess.
JUST IN: $11 trillion Vanguard to allow clients to buy crypto ETFs starting tomorrow.
Nothing stops this bull.
INCREDIBLY BULLISH NEWS FOR BITCOIN:
Nasdaq just moved IBIT (BlackRock’s Bitcoin ETF) into the same regulatory class as the largest, most liquid equities on Earth.
They are raising the options limit from 25,000 contracts → 1,000,000 contracts.
That is 40× MORE ROOM for institutional derivatives exposure.
This is the transition point from “ETF adoption phase” to derivatives market phase.
And Bitcoin’s price discovery always goes vertical when derivatives scale.
Bitcoin just got promoted to Mega-Cap Status!
The rule filing literally says they’re doing this because IBIT has reached the same level of market cap, liquidity, and trading frequency as the biggest stocks.
This is the category reserved for:
AAPL
NVDA
MSFT
SPY
QQQ
That’s the club Bitcoin is now in.
The market is formally treating Bitcoin as a top-tier global asset class with no liquidity constraints.
























