Strata retweeted
A much better solution for NVIDIA’s board, shareholders, customers and employees (and America) would to (a) finish their investigation and (b) make @JensenHuang the chairman if it comes to that.
Strata retweeted
@TheEconomist must go
Jensen built one of the greatest companies of all time, and all you do is bitch about how best to centrally plan and control markets
Strata retweeted
Im back.
Sometimes, its necessary to reset & come back to the market with a fresh set of eyes.
Reflecting on these past few weeks, I would say that it has been painful. Lots of despair. It seems like the narrative this time around is the Anthropic IPO with the markets already bracing for another anti-crypto regulator like Gensler with Trump losing midterms.
Observing things from a fresh mind, alot of people are frustrated & exhausted. I can admit myself, even after 7 years of experience, it is a tad bit frustrating but again, reflecting on things, I think this correction was very much needed in a way after the impulse upwards. Just I wasn't prepared/hedged in the sense of protecting my lower entries.
I think whats interesting is that as attention is shifting from BTC, with the Anthropic IPO, we saw the same type of thing with SpaceX. In which BTC formed a macro bottom shortly after and because everyone was focused on catching the biggest IPO in history, they ignored BTC. Getting a similar vibe this time around. When observing things in general from not just a technical but fundamental standpoint, aside from the market being in complete despair an BTC down -17% from the highs, I still believe this is the perfect time to add exposure if you haven't already. Hence me still being long, continuing to add spot exposure, and executing some lower leverage longs in the process.
Usually times like this is where the most money is made. Maximum uncertainty, maximum fear & most importantly, the fact that BTC is being smacked at every angle with every bit of fud being thrown its way... I actually think its acted relatively resilient despite what has been thrown its way these past few weeks.
You had the Binance hack, rates being held, DXY rallying, bonds still increasing, MSTR the new fud around the block about delisting, the Ledger wallet hack, hot CPI. Honestly, you would expect BTC to be sub-50K by now with that amount of shit happening.
But considering its still in the same upper range impulsing from the lows, i think we can assume only 1 of 2 things. Either 1. $BTC is heavily delayed & about to react very negatively to this news in the short term, we form a new low into EOY then the recovery is even more violent than the first one.
Or 2. BTC's resilience to this negative news is showing early signs & characteristics of how a bull market begins. Instead of extending lower on significantly bad news, we in fact use that to capitulate leverage in the market before the next leg higher.
We will have clarity in due time. If structure start reclaiming the range, well then as long as we accept above, its go time. Until then, market is in maximum uncertainty even from the few people that I know who are very good traders. I would be naive to say that I don't feel the same way. I am a tad bit uncertain myself which is why I am sticking with my plan despite it all.
Through maximum uncertainty, is maximum opportunity with BTC. lets see if this time will be different.
Strata retweeted
Anthropic reportedly told sell-side analysts its SpaceX compute contract won't be extended past the middle of next year.
Elon's answer: "We would be happy to take the compute back. No problem. But I think the opposite is going to happen."
Dario bluffed to the banks to sell his IPO. Wrong person to bluff.
My call: after today Elon is more likely to cancel the contract or reprice it higher, not less.
This is very good for SpaceX revenue, if the terms get renegotiated to todays price, you can expect revenue to x2-3
Here's why. Anthropic pays SpaceX about $9.3B a quarter. Its S-1 has up to $120.5B of SpaceXAI compute through 2029. CoreWeave says demand is 10x supply and short-term compute sells for over $40M per MW a year. Anthropic just paid $3.4B for someone else's generators because the turbine line runs into the 2030s.
That's not a customer with options. That's a tenant telling the landlord he might move out, in the middle of a housing shortage.
Elon doesn't need Anthropic. Grok will eat every GW he takes back, and the next lab is already in line at today's prices.
Anthropic needs Elon. Now Elon knows they'll talk down the deal in front of the banks.
Next renewal, the price goes up. Or the keys go to Grok.
Never bluff the kingmaker.
$SPCX
Strata retweeted
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
Strata retweeted
Tokenised deposits are now in live pilot in Singapore. As more banks issue them, interoperability raises three questions:
➡️ How do they settle bank to bank?
➡️ How do they connect to payment rails and ISO 20022?
➡️ How do they settle across borders and currencies?
Our team will be at @sgfintechfest 18–20 November. Book a meeting to hear what we've learnt so far: meetings-eu1.hubspot.com/kir…
#SFF2026 #TokenisedDeposits #Interoperability
Strata retweeted
I want to publicly thank @KyrieIrving. Just 3 months after having a brain tumor removed from my brain, he let me join him for a pregame workout during my first time back on the basketball court. A moment I’ll never forget! 🤞
Strata retweeted
🚨BREAKING: Apple confirms widespread outages across multiple iCloud services, including Mail, Photos and Find My
Apple has confirmed iCloud service disruptions affecting users since around 5:49 PM ET, with outages impacting Mail, Calendar, Contacts, Photos, iWork and Game Center.
Find My is also slow or unavailable for some users.
Users have reported repeated password prompts, verification failures, unexpected logouts and failed device transfers, while Downdetector recorded a sharp spike in outage reports shortly after 6 PM ET.
The disruptions have also affected Apple Account sign-ins, leaving some users concerned their accounts were compromised when the issue was on Apple’s end.
Strata retweeted
#Bitcoin
Dostlar, bugün yaşanan düşüşle birlikte Temmuz ayından bu yana oluşan yükselen trende milimetrik bir dokunuş geldi.
İlk temasta tepki alımları geldi ve fiyat şimdilik trend üzerinde tutunmayı başardı.
Bir önceki analizimde de belirttiğim gibi, 4 saatlik grafikte RSI üzerinde oluşan Pozitif Uyumsuzluk kısa vadeli bir yükseliş ihtimaline işaret ediyordu.
Şimdi önümüzde iki önemli senaryo var:
1️⃣ Yükseliş senaryosu:
Yükselen trend korunur ve $BTC yeniden 75K üzerine atmayı başarırsa 82.5K seviyesine kadar bir yükseliş hareketi görebiliriz.
2️⃣ Düşüş senaryosu:
Yükselen trend kırılır veya gelecek tepki yükselişi cılız kalır ve fiyat 75K üzerine çıkmayı başaramazsa, bu hareket yalnızca düşüşün düzeltmesi olarak kalabilir.
Böyle bir durumda 75K seviyesinin alttan retest edilmesi ve ardından düşüşün derinleşerek önceki analizimde belirttiğim alt seviyelere doğru devam etmesi ihtimal dahilinde.
Neyse, tüm ihtimalleri görmek ve bilmek her zaman iyidir.
Şimdilik bu analiz de aklınızın bir kenarında olsun.
Yani hâlâ umut var.
Takibe devam.
Strata retweeted
‼️BANK CEO CONFIRMS THE FEDERAL RESERVE DELAYED HIS BANK FROM FLIPPING THE SWITCH TO CRYPTO‼️
Mike Ring, CEO of Old Glory Bank, explains on the record why his bank's crypto platform has not launched.💯
"So why have we not FLIPPED THE SWITCH and made this available?"🙇♂️
Old Glory Bank built NextGen Banking. One bank account with crypto built in.
Customers link their digital assets inside the bank and move between dollars and the blockchain.🌐
The launch was ready. A deal was in place for July 2026 with more than enough capital behind it.
The Federal Reserve cancelled it at the last minute.🔻
"The Fed hates crypto. They do not want a bank like Old Glory Bank to be able to provide you, Main Street, an easy way to get on and off the blockchain."☝️
However, the bank is prepared with a plan B.🔒
A new deal is in place and this one does NOT need the Federal Reserve.😉
"We're doing a deal that does not require Federal Reserve approval. They are not going to stop us. They cannot stop freedom."
"We're going to have the capital by next January in a deal that does not require Federal Reserve approval. And we'll turn on NextGen Q1 of next year."⏰
The Federal Reserve held banks back for years. It cannot hold them back any longer.🎯
Banks are flipping the switch to crypto as soon as January.😶🌫️
Watch closely.👇
Strata retweeted
early bitcoin whales dumped their bags on wall street and walked away
thats why $btc sat flat at $69k for five years.....
the biggest ownership transfer in the history of money
og wallets paid a few dollars and sold every rally
the new owners buy dips with a ten year view
one satoshi era whale sold 80k coins through galaxy.... and $btc still made a new high months later
peter schiff sees two red years and calls it a crash
its not a crash its the handoff finishing
the og sellers are almost gone and the new owners dont sell
$btc is going to $176k this cycle 🎯
Strata retweeted
JUST IN: 🇺🇸 Jack Dorsey's Square has officially enabled Bitcoin payment acceptance for ~4 million merchants across the United States! 🚀
Strata retweeted
🚨 Hackers hit water systems in at least 12 US states. The prime suspect is Iran.
Minnesota: about 30 water systems attacked.
Michigan: 9 confirmed incidents.
New Jersey: 2 town water systems went blind. Staff had to run them by hand.
Georgia: a county water authority put out a boil-water advisory after hackers targeted it.
The trick is simple. Get in through the internet. Change the passwords. Switch the alarms OFF. The people running your tap water can no longer see what the machines are doing.
The FBI told utilities to unplug from the internet where they can and get ready to work the controls by hand.
Now look at France.
One night in October, hackers took over the fridges in 700 stores. Same trick: in through the web, safety alerts OFF. Around 20 fires.
Yesterday France named who did it: a cyber unit of Iran's Revolutionary Guards.
The head of the security firm Dragos says that in the last year his team worked "numerous" cases where Iranian hackers did "very similar things to water utilities."
A warm fridge spoils food.
A blind water plant is a different story.
It's starting.
When the next water system reports a hack, I'll post it here first. Follow so the warning reaches you before your tap does.
Strata retweeted
Bitcoin testing the 200-day moving average for the first time since the breakout in mid-August.
Will it hold? 👀
Strata retweeted
Before a bank writes a line of code, it faces one architectural decision: where the fiat sits that backs its tokens, and which ledger is authoritative for customer positions.
Our paper with @Capgemini sets out how to choose the right model, and how to take a programme from strategy to production.
Download it here: quant.network/perspectives/r…
#TokenisedDeposits
Strata retweeted
$BTC price: flat
Spot bid: up
Open interest: up
Somebody is holding this down on purpose.
Question is: for how much longer?
