Big news as @Starlink may have competition in Europe where the leading telecoms companies @vodafone @Telefonica @orange @deutschetelekom have signalled their intention to bid for the spectrum, this following @Starlink successfully bidding for a complimentary ground spectrum in the USA last week.
What does this mean? It means connecting people is becoming strategically important, and that sovereignty is beginning to become a factor.
Telecoms companies currently connect 8 million people and over 20 million machines. Is satellite an evolution or revolution?
vodafone.com/news/newsroom/t…
David Palmer (Web3) retweeted
Thank you to everyone who joined David Palmer (@Metaversebizz) and Parker Spann (@P4Cap) in yesterday’s X Space, and for all your questions.
They covered why payments are the last frontier for mobile operators, what AI agents will need, roaming settlement and other use cases, and what it takes for operators to join.
David Palmer (Web3) retweeted
David Palmer, the Telcoin Association’s new Strategic Telecom Advisor, explains why Telcoin is well positioned to help mobile network operators enter the next frontier of digital money.
“The link between telecommunications, payments, and money…This is where I think Telcoin is very well positioned…Telcoin, being a blockchain, a mobile operator, and a bank that issues stablecoins, has the key infrastructure needed for mobile operators to enter this digital frontier of digital money and stablecoins.”
Listen at 22:31 in the Telcoin Association X Space @TelcoinTAO
@Metaversebizz @P4Cap
David Palmer (Web3) retweeted
David Palmer, the Telcoin Association’s new Strategic Telecom Advisor, answers these questions:
Why Should Mobile Network Operators Care About How Money Moves?
How money moves today is broken? Why should a mobile network operator care? Those may seem like two very distinct things, but in some parts of the world, they coincide significantly.
Listen at 19:29 @TelcoinTAO
@Metaversebizz @P4Cap
David Palmer (Web3) retweeted
Today, David Palmer, the Telcoin Association’s new Strategic Telecom Advisor, joins Parker Spann in an X Space at 12 p.m. CT.
They’ll cover what Web3, Fintech, and AI open up for mobile operators, and where Telcoin Network fits in.
Questions for David? Drop them below at @TelcoinTAO
Replying to @TelcoinTAO
Thursday, October 15, at 6:00 PM UK / 7:00 PM CET / 12:00 PM CT on X.
Set your reminders - xitter.cf/i/spaces/1oKMvNWyXPkGQ…
David Palmer (Web3) retweeted
Tomorrow, David Palmer, the Telcoin Association's new Strategic Telecom Advisor, joins Parker Spann in an X Space.
They’ll cover what Web3, Fintech, and AI open up for mobile operators, and where Telcoin Network fits in.
Questions for David? Drop them below.
David Palmer (Web3) retweeted
💥DAVID PALMER JOINS TELCOIN ASSOCIATION, ACCORDING TO TECHBULLION! 25+ YEARS IN TELECOM AND WEB3 EXPERIENCE WITH GLOBAL OPERATORS COULD HELP TURN TELCOIN’S VISION INTO REAL-WORLD ADOPTION. TELECOM + BLOCKCHAIN + BANKING. BULLISH FOR $TEL!
🚨 BREAKING: TechBullion reports David Palmer is joining the Telcoin Association as Strategic Telecom Advisor. If confirmed, his Vodafone/Pairpoint expertise could help turn telecom + blockchain + banking + AI into real adoption. Bullish for base:0x09be1692ca16e06f536f0038ff11d1da8524adb1 ! 🔥
techbullion.com/david-palmer…
David Palmer (Web3) retweeted
CONFIRMED BY @TelcoinTAO !
Telcoin Association Names David Palmer as Strategic Telecom Advisor.
🥳Congrats to : @Metaversebizz
telcoin-tao.medium.com/telco…
🚨 BREAKING: TechBullion reports David Palmer is joining the Telcoin Association as Strategic Telecom Advisor. If confirmed, his Vodafone/Pairpoint expertise could help turn telecom + blockchain + banking + AI into real adoption. Bullish for base:0x09be1692ca16e06f536f0038ff11d1da8524adb1 ! 🔥
techbullion.com/david-palmer…
David Palmer (Web3) retweeted
T-Mobile spent five years trying to get rid of the exact spectrum Elon just called "the last critical piece" of complete phone coverage in America.
This 800 MHz block is Sprint's old Nextel spectrum, the stuff that powered push-to-talk walkie-talkie phones in 2004. The DOJ forced T-Mobile to divest it as a condition of the $26 billion Sprint merger. Dish had first rights at $3.59 billion and walked away because it couldn't raise the money. T-Mobile finally offloaded it to an investment firm called Grain Management last year for $2.9 billion plus a spectrum swap.
Grain's original plan was selling it to utilities for private networks.
Fourteen months later, SpaceX buys the whole portfolio, and shares of the carriers who passed on it fall as much as 8% in a single afternoon.
Here's why it matters so much. Starlink's satellite signal at 2 GHz can reach your phone outdoors, but it dies at the first wall. 800 MHz penetrates buildings. Most phones already have the band built in. So satellites handle the open sky, this low-band layer handles indoors, and suddenly Starlink Mobile covers everywhere a normal carrier does without the tower network.
Stack the moves. $17 billion for EchoStar's 50 MHz of 2 GHz spectrum. FCC approval for 15,000 Gen2 satellites this week. Now the low-band coverage layer.
Verizon, AT&T, and T-Mobile paid $81 billion in a single auction for C-band spectrum in 2021, then spent years and tens of billions more deploying it on towers. SpaceX assembled a nationwide carrier out of a distressed-asset sale, a forced divestiture castoff, and rockets it already owns.
The walkie-talkie spectrum from 2004 ended up being the piece that lets satellites replace cell towers. Nobody who touched it for twenty years saw that coming.
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
A drone needs power.
It finds a charger, verifies its identity, receives a price quote, authorizes payment in USDC, and settles on Arc.
No human checkout. No waiting.
Just machines transacting with machines.
This is the agentic economy, live on Arc.
David Palmer (Web3) retweeted
CNBC just filmed a hedge fund where every employee is an AI agent.
Payroll: $40,000 a year, all 4 of them. His last team cost $5,000,000 and burned him out of the business.
Watch him introduce the staff.
> Houston runs the place.
> Doocey is the red team. His only job is to break every trade idea before money touches it.
> Steffi, yes, Steffi Graf, marks up the charts. >Desmond runs the quant strategies over the weekend.
The human kept one job. He calls it the meat in the chair. Pressing the button.
7 or 8 people in New York, Hong Kong and California could not cover a crypto market that trades at 3am.
4 bots do. He started them on Claude Opus 4.6 and they have not slept since. 10x the output, his number, not mine.
527,000 people watched this in 8 days. Your timeline skipped it.
His forecast for Wall Street, on camera: one hedge fund manager, 1 or 2 humans under him, a swarm of agents under them. And for himself: "Maybe someday old BK will just have to be at the beach"
A hedge fund manager wrote his investors a goodbye letter. The crypto market that never closes had broken him.
17 months later CNBC filmed his new fund. 4 AI agents, zero humans on payroll, $40,000 a year all in. Nobody in it sleeps.
The letter is still on X. 769 views.
You run the same f*cking shift he quit. Hyperliquid at 3am, a Bitcoin alert in bed. You just never had $5,000,000 of payroll to prove it wasn't working.
From the letter: "Markets that never close have taken a toll that I could only fully recognize once I paused."
From the CNBC clip: "If it's 3 in the morning and I have an idea, I can just ping them. I don't have to worry about waking somebody up in the middle of the night, which I may or may not have done in the past."
7 or 8 people in New York, Hong Kong and California. $5,000,000 a year. Could not cover 3am.
4 bots, started on Claude Opus 4.6. $40,000 a year. Never off. 10x the output, his number.
> Houston is mission control. Every bot reports to him.
> Steffi, yes, Steffi Graf, marks up the charts.
>Desmond runs the quant strategies over the weekend.
> Doocey is the red team. Every thesis gets attacked before a dollar moves. Two Sigma keeps 1,700 people on that job.
Behind them sits what he calls the corporate brain. Every trade, every email, every piece of research is a node, wired to everything else in the firm "almost like neurons".
"Take a staff of 100, you've got a staff of 1,000"
"I've talked to people working at big hedge funds now. They're doing something like this."
527,000 people watched his clip in 8 days. Brian Kelly kept one job in it. He calls it the meat in the chair.
The market still never closes. He just isn't the one awake for it anymore.
Oxford researchers just published a paper arguing LLMs cannot invent anything. Mathematically impossible.
The reason is simple and brutal. A model trained to predict the next word can never believe something the existing data says is wrong. And every real breakthrough in history started with exactly that belief.
In 1903 every prediction machine on Earth would have told the Wright Brothers that human flight was one to ten million years away. Nine weeks later they flew. Not because they had better data. Because they had a theory the data hadn't caught up to yet.
That is the gap between AI and human thinking. LLMs mirror the past. Humans reason into a future that doesn't exist yet. Oxford just proved mathematically that those are two different things.
I use these models every day. This matches what I see. The new stuff always comes from the human at the keyboard who decides the data is wrong.
LLMs don't think. You do.
Readers added context they thought people might want to know
The paper was not "just published", it was published on December 2nd, 2024 - 21 months and 16 days before the post.
pubsonline.informs.org/doi/10.1287/st…
What is the impact of AI on the global economy?
Anthropic’s max scenario for the USA by 2030: • GDP +32.4% • growth up to 15% • knowledge wages –10%+ • capital’s share 40% → 54.8%
In H1 2026, 2 companies took half Does equality of AI become critical to global growth?
David Palmer (Web3) retweeted
🚨BREAKING: The SEC has proposed reopening public crypto token sales to U.S. retail investors, potentially reviving ICO-style fundraising.
Crypto startups could raise up to $5 million without full SEC registration or investor caps, while larger projects could raise up to $75 million annually.
The plan would also create a legal path for qualifying tokens to exit the investment-contract regime once issuers complete or permanently abandon their promised work.
Machine-to-machine payments are live on Arc Testnet.
@tlay_io showed two physical devices negotiating and settling USDC payments on Arc every 10 seconds, with no human in the loop.
One device broadcasts a live electricity price. Another decides whether buying power is profitable, signs a USDC payment, and settles on Arc.
A concrete look at what the agentic economy can become when it moves beyond cloud agents into physical AI and autonomous machines.
arc.io/blog/how-tlay-is-buil…
David Palmer (Web3) retweeted
ELECTRICIANS, READY OR NOT? THE ROBOTS HAVE ALREADY REPLACED YOU.
One humanoid robot is already taking on one of the most dangerous jobs on the site.
High voltage.
Live electrical panels.
One wrong connection can have serious consequences.
This robot works under human supervision, handling repetitive and high-risk electrical tasks with steady precision while keeping people out of harm's way.
This isn't a futuristic concept.
It's happening now.
The companies that deploy humanoid robots first will improve safety, increase productivity, and gain an advantage while everyone else struggles to hire skilled electricians.
Would you trust a robot to work on a live electrical panel?
David Palmer (Web3) retweeted
JUST IN: Cloudflare launches 'Cloudflare Wallets' allowing AI agents to make payments across the internet with crypto stablecoins.
David Palmer (Web3) retweeted
The timeline we're living in is genuinely insane.
This video should have 10M+ views.
Flying robots will now deliver your food.






























