believer in blockchain and real estate lover.

boston
Joined April 2010
LINK4LIFE retweeted
$WULF is NOT a neocloud. $WULF IS an energy infrastructure company. We match long term investment grade energy supply with long term HPC/AI off-take. We finance our projects competitively because our contracts require our customers to be investment grade or bring investment grade credit support. We raised capital last spring opportunistically and maintain a fortress balance sheet. Our team has built large scale energy infrastructure for 25 years. Lake Mariner is delivering CB-4 this quarter and CB -5 in the first quarter ‘27. No surprises coming. We projected a range of 8-10 million per MW. We are squarely in the middle of that range. We are all about execution. Project Justified in Kentucky is a world-class project. We already have the required equity and we have an investment grade backstop committed. We execute and have predictable cash flow. Markets are pretty wild right now but we fervently believe price action will catch up to shareholder value. Demand for our product is robust and real. Certainly we have to remain diligent and execute like there’s no tomorrow. We will. But knowing what we have in the ground, in contract, the investment grade credits behind our contracts and the team’s execution history and capabilities- we sleep at night. You can too.
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$btc and crypto holding their grounds for the most part. Guess where all this sell off money is going? You got it. #bitcoin. Not to mention 99% of the stocks that had a downturn will rebound once the banks and big money say so. :)
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I feel like the solution to this problem is to not buy these. Scaplers assume there will be increased demand + delayed shipping times, so they can earn money. More scalpers = more demand, making this true. BUT, if no one buys them, people who don't actually want the phones will be forced to return them. Then there will be inventory again. HOLD OUT FOR THE 14-DAY RETURN POLICY AND THEN SEE IF THERE ARE MORE TO BUY.
iPhone Duo pre-orders for launch day are currently selling on eBay for $3000+
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What the hell! I literally ordered a minute after the store opened and I'm already Nov 2nd-9th delivery? Good lord! #iphoneduo
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Why are we designing things that will end humanity as we know it? Good lord, slow down people.
🚨JUST IN: Google may bring Bitcoin’s Q-Day sooner than expected after its Willow chip cuts quantum errors 40x. Google says a technique called “magic state cultivation” now works on its Willow chip, cutting errors about 40x with a record 99.99% accuracy. Q-Day is the moment a quantum computer becomes powerful enough to break the cryptography that protects Bitcoin wallets. Google’s own 2025 estimate for cracking RSA encryption with under a million qubits uses this same technique. The research was published in Science, but Google says it still needs to prove the technique works at a larger scale.
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Credit to @PaulBPrager @TeraWulfInc for going on @CNBC during this shit show and defending his company. Insider and management purchases are even better.
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LINK4LIFE retweeted
Of the major colo vendors, $WULF is near the top for me. Good assets, improving deal economics, focused execution and financially disciplined.
Morgan Stanley: $WULF Multiple Catalysts, Severely Mispriced $65 PT “We rarely see a stock as mispriced as WULF and other Powered Shell Providers” “We view WULF as a highly compelling Overweight, with 392% upside to our $65 price target, and 32% upside to our bear case”
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$WULF, NOT A NEOCLOUD. Scooped up some at $10.50 today. Thank you to all the idiots who don't understand pure play data centers over NeoClouds.
Excellent clip from @PaulBPrager CEO @TeraWulfInc today!!! 👀👀👀 $WULF
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#iphoneduo cost me $24/month after my $1200 iPhone 14 Pro Max trade in. That's of course for 3 years through AT&T, but look at it like this. Am I really keeping an iphone 14 much longer? So it costs me $864 over 3 years for a new innovative product. No brainer
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$WULF, the only regret you'll have, "is that you didn't buy more". No chips, just pure power and rackable space. WULF will survive and thrive. An investment isn't always about the immediate gratification, it's about the long term outcome.
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Morgan Stanley: $WULF Multiple Catalysts, Severely Mispriced $65 PT “We rarely see a stock as mispriced as WULF and other Powered Shell Providers” “We view WULF as a highly compelling Overweight, with 392% upside to our $65 price target, and 32% upside to our bear case”
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THIS IS THE BIGGEST OVERREACTION FOR HPC/AI STOCKS. AI IS THRIVING AND POWER AND CHIPS WILL GROW. STOP LETTING THEM SHAKE YOU OUT
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I would buy one asap but they don’t ship till November. Forcing me to get something else. Please help!!
Secure your new iPhone Duo with MagBak Elite case, the world's most advanced magnetic phone case.

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$Link Yuge...
🚨🚨🚨 Chainlink CRE fees may be much higher than we initially estimated 🚨🚨🚨 👀 We were assuming that there's only 1 orchestration fee in this DTCC transaction, but it looks like there's actually 4 separate orchestration fees, plus a CCIP fee too 👀 𝐓𝐡𝐚𝐭'𝐬 𝟓 𝐬𝐞𝐩𝐚𝐫𝐚𝐭𝐞 𝐟𝐞𝐞𝐬 𝐩𝐚𝐢𝐝 𝐢𝐧 𝐋𝐈𝐍𝐊 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐨𝐧𝐞 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧. 🔥🔥🔥 The CRE orchestration fee isn't charged once per transaction. It's charged on every workflow step a user signs (see attached images - blurry because they're screenshots from the live demo). In the DTCC demo at Sibos, every wallet signature shows "Orchestration fee 0.01 LINK": 13:30 Create financing contract 14:48 Deposit $10m tUSD 17:22 Request $5m loan against MSFT 29:44 Repay loan That's 4 separate Orchestration fees, paid in LINK. On top of that there's a separate CCIP fee (20:15) for bridging the collateral to the DTCC AppChain. Repo + securities lending is $20T+ a day. Even a tiny share, with multiple LINK fees per transaction, adds up fast. The scaling is clear: more steps in a workflow means more fees. $LINK
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LINK4LIFE retweeted
JUST IN: Europol says the quantum risk in crypto is wallets, not blockchains. - Exposed means wallets whose public keys are already onchain - Computers that can attack them don't exist yet - "Cryptocurrencies will not collapse due to quantum computing"
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For those of you old enough to remember #Y2K. Remember what happened at midnight? NOTHING. The same market scare is happening now. Quantum is 10+ years out. BIP-360 proposal will be ready in 1.5 years, and everyone will move their funds. Nothings changed.
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This is PURE MARKET MANIPULATION. Shorts create the agenda and they use SHEEP to market it for them. IF crypto is susceptible to Quantum, then your bank password that's your kids names, a few capital letters, and their birth year isn't safe either.
one of the smartest people in crypto is now suggesting we prepare for the possibility of AI breaking the cryptography securing our wallets not in 10 years. potentially months. we’ve spent years worrying about rugs, exploits and compromised keys now we’re discussing the possibility of the underlying math itself becoming vulnerable nothing is confirmed, but this is a pretty fucking serious conversation to be having imagine waking up one day and realizing the security assumptions protecting trillions in assets no longer hold what a time to be alive
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LINK4LIFE retweeted
one of the smartest people in crypto is now suggesting we prepare for the possibility of AI breaking the cryptography securing our wallets not in 10 years. potentially months. we’ve spent years worrying about rugs, exploits and compromised keys now we’re discussing the possibility of the underlying math itself becoming vulnerable nothing is confirmed, but this is a pretty fucking serious conversation to be having imagine waking up one day and realizing the security assumptions protecting trillions in assets no longer hold what a time to be alive
Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash. Holders, starting with large and sophisticated ones, should consider moving the bulk of their funds to addresses that have never signed a transaction. And when they do sign one, they should also move remaining funds to a new address (possibly generated from the same seed phrase). Don't rush. While I believe there is cause for action a rushed migration would do more harm than good. Don't panic either. Moving assets to protected addresses is a simple, preventative step which does not require new cryptography or new wallets. IMO it is now reasonable to brace for the possibility that ECDSA breaks before qday, in the worst case in months not years. By "break" I mean fast private key recovery (e.g. in one week) on available hardware (e.g. a large GPU cluster). Recent days have been humbling for human mathematical intuition. Long-held, unquestioned hypotheses have fallen. This includes the n log(n) bound for integer multiplication and the 3SUM conjecture. In hindsight, May's unexpected disproof of the Erdős unit distance conjecture was our warning shot. Yesterday's OpenAI drop made it clear that mathematical superintelligence is upon us. They say there are weeks where decades happen. We are about to live through weeks where centuries of mathematical progress happen. Could our magic 64-byte ECDSA signatures be too good to be true? Was it just security through obscurity all this time? Elliptic curves feel especially vulnerable to superintelligence. Curves carry rich structure, with room for fancy tricks like Schoof, Frobenius, pairings. (By contrast, hashes are designed to minimise algebraic structure.) Separately, as Ewin Tang can attest, an efficient quantum algorithm sometimes foreshadows an efficient classical one. We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once. Also noteworthy is the striking under-representation of cryptographic breakthroughs among the 722 mathematical results OpenAI published. I've witnessed first-hand the US government censoring academic quantum cryptanalysis results. Backroom interventionism is my base case. I urge large, sophisticated actors to lead by example. Project11's "risq list" (bitcoin-risq-list.projecteleven[.]com) is a great tracker of exposed BTC pubkeys. Binance, Bitbank, Robinhood, Bitfinex, and Tether have an opportunity to harden their cold storage. Next month I'll address institutions in London in a live Q&A (forum.ethereuminstitutional[.]org/london-2026). Again, please do not rush. Wallets holding under 50 BTC enjoy partial cover from "Satoshi's shield", i.e. his 20K exposed addresses that hold 50 BTC each. Load-bearing signers like oracles and L2 security councils should consider rotating ECDSA pubkeys with every signed message and/or multi-signing with a hash-based schemes like SPHINCS. Exiting bunker mode safely will require post-AI cryptography. My inclination is to go all-in on hash-based cryptography and avoid structured mathematical assumptions entirely, whether from curves, lattices, or isogenies. A single battle-tested hash (e.g. from the SHA or BLAKE families) yields plausible post-AI security. The Ethereum roadmap on strawmap[.]org fully embraces hash-based cryptography with end-to-end formal verification as a response to the quantum threat. Those timelines must now be revisited and accelerated in light of mathematical superintelligence. I'll be pushing for maximum defensive acceleration.
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LINK4LIFE retweeted
$WULF. Reposting to clarify that the company is close to expanding Muskie by 500 MW according to William Blair. That brings the site to 1 GW of leasable power. Any lease would probably come next year at some point.
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Doing some research and if you liked $QNT ... next moon may be ethereum:0x514910771af9ca656af840dff83e8264ecf986ca Around 75% of its maximum supply is circulating. Chainlink’s institutional work includes Swift and DTCC, with a planned DTCC collateral integration expected to go live in Q4 2026.... just saying 😉
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