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27,573 次观看 • 2 年前 •via X (Twitter)

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Many $IREN investors are waiting for an announcement from the company, to remove any doubts around Sweetwater 2 being included in batch zero baseload. At OnlyFrans, we prefer to follow the development facts, and as you can see in the time-lapse from the past 3 weeks, the progress is undeniable. Matching the rendering, the top-view from the satellite shows that the bulk substation earthworks are showing the typical IREN proportions. Roughly 2/3 of the footprint for the 345kV network, and the 1/3 smaller footprint above for the 138kV network. Further to the left, near the top of the image, we can see that the first signs for the two 300MW Primary substations are taking shape. I expect civil works to start in Q4, and after the stormwater works at Sweetwater 1 are done, I expect the main focus of the work to be stormwater management, in parallel with building out the bulk, and primary substations. Needless to say, Sweetwater 2 is batch zero baseload. Sweetwater 2 is an early example of the market moving before the rulebook did. In March 2025, IREN committed roughly $31m to secure 600MW with AEP — ~$51.7k/MW. Nearly a year later, Texas settled on a $50k/MW financial-security benchmark (under CIAC) for large loads entering Batch Zero. This means $IREN and AEP (the interconnecting TDSP for SW2) were already operating with the kind of financial commitment Texas would later require to separate real projects from speculative load requests. In other words: IREN was positioning its projects as real/financially committed rather than speculative well before Batch Zero forced everyone to do it. Think about it, if anyone would be compliant to the batch zero baseload requirements, wouldn't it be the company that had completed CIAC (Contribution in Aid of Construction) a year before it became mandatory for everyone else? I see a site progressing as if it's approved, and a connection progress that was completed before it became common knowledge. And somehow there are people that doubt that IREN will add 600MW of power next year? Now if you are interested to find out what else there is in batch zero baseload from IREN, you know where to go. Long $IREN

Frans Bakker

104,608 次观看 • 1 个月前

🚨BIG BREAKING : Cm of KARNATAKA Just drop HYDROGEN BOMB on ECI & SIR Process🔥🔥 Karnataka CM DK Shivakumar held a press conference today and said it straight. BJP and JD(S) workers filed Form-7 applications in bulk to delete voters. He says applications to delete 45 lakh names were filed, and up to 50 to 60 lakh could be targeted. In Vijayapura alone, 14,000 applications were filed in two days. His minister MB Patil says seven BJP workers filed the forms for over 13,000 voters, mostly Muslims. The seat was won by around 6,000 votes in 2023. Then these workers were warned of punishment if the claims were found false. They withdrew the forms and apologised in writing. Read that again. They withdrew only after they were warned. Why did nobody stop them before? FIRs are already registered in Belagavi, Bhalki and Mysuru. And DK Shivakumar did not just give a speech. He went to the CEO's office, sat on a dharna with his ministers, and said he won't leave until a criminal inquiry is ordered. Bro, you vote every five years. You stand in the sun for an hour. And one day some stranger fills a form saying "this man doesn't live here" and your name is gone. You find out at the booth, when it is too late. 😡 This is what the SIR has become. The Election Commission should be protecting your vote. Instead it is the one that has to be forced to even order an inquiry. Gyanesh Kumar, answer one thing. Who is going to be punished for this? Modi ji, your workers or no workers, the vote is still being cut. 🔥🔥

The Rebel

42,121 次观看 • 23 天前

IS THUNE THE PROBLEM OR IS THE RINO SENATE THE REAL DISEASE?! Trump has demanded it publicly, more than once. Terminate the filibuster. Pass the SAVE America Act. Get voter ID and citizenship verification into law before Democrats can steal another election. Thune's answer has been the same every time. The math isn't there. Funny how the math is never there for anything MAGA wants, yet somehow the math always works out for judges Bush and Clinton got confirmed by voice vote decades ago. Here's the truth nobody in Washington wants to say out loud. Thune isn't an accident. He's a McConnell protege who climbed to power the same way McConnell always operated, by protecting the institution instead of the movement that built the majority. Cornyn was cut from the same cloth. Same instincts. Same reflex to play defense for the swamp instead of offense for the country. Texas voters saw it and ended his career. Paxton beat him by more than twenty points. But here's the uncomfortable question. If we replace Thune tomorrow, who takes his place? A 53 seat majority still needs 60 votes for most legislation. If the next senators in line are cut from the same establishment cloth as Thune and Cornyn, we haven't fixed anything. We've just changed the face on the podium. The real fight isn't one man. It's a Senate culture that treats the filibuster like sacred scripture while the country burns. Until primary voters send true America First fighters to Washington in bulk, not just one or two at a time, the swamp will keep finding a new Thune every single time. Draining the swamp was never a one man job. It's a decade long war, and the RINOs are counting on us getting tired first.

Bill Mitchell

11,386 次观看 • 3 个月前

The future of footwear may not be manufactured in bulk. It may be fabricated around you. That is what makes this shift so interesting to me. 3D-printed footwear is moving from novelty to a real industrial model, with market forecasts pointing to rapid growth over the next decade. At the same time, brands and manufacturers are using additive manufacturing, digital design, and custom-fit workflows to shorten development cycles and make more personalized products viable. What is new here is not just the printer. It is the system around it: → scan the foot → model the fit digitally → print the part on demand → produce closer to the customer That matters. Because once footwear becomes data-driven and locally fabricated, several things change fast: → fit gets more personal → prototyping gets faster → waste drops because you do not overproduce → inventory pressure falls because you do not need to guess demand the same way To me, that is the bigger signal. This is not just about a better sneaker. It is about a different manufacturing logic. Formlabs notes that 3D printing already enables customized orthotics with better biomechanical precision, lower material waste, and simpler digital workflows. McKinsey has also pointed to digitization and 3D design as a way to shorten design cycles and reduce sampling iterations in apparel and footwear. And once that logic matures, the use cases get much bigger: → custom athletic footwear built from gait and pressure data → hospitals producing orthotics faster and closer to the patient → micro-factories making products on demand instead of stocking shelves → footwear designed for one body, not an average body That is why I think this matters now. The question is no longer whether personalized fabrication is possible. It is whether brands move fast enough before customers start expecting every product to fit like it was made only for them. Would you actually wear a shoe fabricated around your own biometric data? #AI #3DPrinting #Footwear #Manufacturing #Innovation #FutureOfWork #RetailTech #Customization #Technology

Pascal Bornet

47,489 次观看 • 6 个月前

THESE 5 SKILLS TURN HERMES AGENT INTO A SELF-RUNNING POWERHOUSE - ON NOUS RESEARCH’S #1 AGENT ON OPENROUTER. Hermes already writes its own skills and remembers across sessions. These 5 from the community ecosystem push it further - drop them in ~/.hermes/skills/ and go. ANTHROPIC-CYBERSECURITY-SKILLS (4K★) by mukul975 · production the most comprehensive security skill pack in the ecosystem. what it adds: → 753+ structured cybersecurity skills mapped to MITRE ATT&CK → also covers NIST CSF 2.0, MITRE ATLAS, D3FEND & NIST AI RMF → turns Hermes into a recon + defense analyst, not a guesser → install: hermes skills install from the hub the workhorse of the list - start here. CHAINLINK-AGENT-SKILLS by Chainlink - official · production low profile, highest trust: it’s first-party from Chainlink itself. what it adds: → oracle network data, CCIP, smart-contract interaction skills → built on the spec - portable across clients → teaches the agent correct on-chain calls instead of hallucinated ABIs → official source, security-scanned on install stop letting the model guess your contract reads. HERMES-SKILL-FACTORY by Romanescu11 · beta the meta-layer - a skill that makes more skills. what it adds: → point it at any repetitive task → it auto-generates a reusable skill → stacks on top of Hermes’s own learning loop → turns your workflows into a self-growing skill library → install from the awesome-hermes-agent list this is what compounds your setup over time. AGENTCASH by Merit-Systems · beta the connector that gives your agent a wallet. what it adds: → access to 300+ premium APIs through one skill → pays for them via x402 or MPP - free USDC to start testing → web scraping, image gen, email sending - all behind one auth → a fresh Hermes + AgentCash alone is already dangerous the cleanest way to plug in paid tools. X-TWITTER-SCRAPER by Xquik-dev · beta drives typed X access through 43 narrow SKILL.md folders. what it adds: → reads (search, timelines, mentions, trends, bookmarks, for-you) → writes (post, DM, follow, profile) + bulk extraction (followers, lists, spaces) → AI composition: write-tweets, write-threads, optimize → security-scanned before it’s trusted feed its output straight into your scheduled briefings. BONUS - the registry itself: HERMESHUB by amanning3390. Browse, search, and install community skills with a 65+ rule security scanner - blocks prompt injection and data exfiltration before anything runs. Creator marketplace with x402/Stripe payments. hermes skills browse to start. If you install nothing else, wire up the hub. the stack in one line: hermeshub + skill-factory build & manage the library → cybersecurity + chainlink + agentcash + x-scraper give it real-world reach → Hermes runs it all on a $5 VPS while you sleep. which of these are you running? FULL HERMES SKILL-STACK PLAYBOOK 👇

ZEUS⚡️

21,710 次观看 • 4 个月前

What if any preparations have you seen Iran make ahead of the war? Can you discuss It’s missile capabilities? Any intelligence capabilities? Any surprises it might happen in store? When the 12-day war ended, I estimated that Iran would need about six months to recover, including its nuclear program. Contrary to popular belief, Iran did not lose its entire long-range or medium-range air defense network; while some launchers were damaged, the primary targets of the Israeli strikes were the radar systems. Once the radars were neutralized, Iran successfully hid the bulk of its remaining batteries, leaving much of its arsenal intact. In contrast, short-range systems like the Tor-M1 and domestic variants were heavily engaged against cruise missiles, often being lost or damaged only after their ammunition was completely exhausted. Since then, Iran has worked to rebuild its destroyed radar network and, above all, to implement a genuine counterintelligence doctrine. The Mossad operations against Iranian radars and air defense systems have shaped new perimeter defense and counterintelligence doctrines not only in Iran but in other countries as well. If we look at the quantity of weapons and the organization of armed groups during Iran’s most recent protests, I would say the problem of foreign intelligence operations inside the country remains severe. This seriously threatens much of Iran’s capabilities, and I foresee a wave of sabotage operations as a new war draws closer. Iran has begun receiving collaboration from China across multiple areas,from satellites to internal counterintelligence, but it may still take some time for this to produce tangible results. During the last years, the Mossad relied heavily on cell phones, using SMS for recruitment and accessing device GPS for target location. Iran has since focused intensely on preventing any repetition of this, and on this specific issue, the Chinese appear to have provided support. Although foreign intelligence services have operated extensively inside Iran, the scale of any armed opposition groups is negligible compared to the Iranian armed forces, which could still draw on allied paramilitaries and militias in neighboring countries, including the Houthis. Iran has become a missile power with a stockpile far larger than Western estimates suggest. As early as 1998, Iran was already producing missiles with ranges exceeding 1,000 km, and it has continued doing so ever since, developing 12 to 15 different models in that range - meaning all are capable of reaching Israel. That is nearly 30 years of continuous missile production, resulting in a stockpile of several thousands. Another area where Iran has emerged as a global power is drones, including underwater ones. Iran’s UUVs have evolved rapidly into mass-produced models with integrated AI, and I believe they hold some major surprises in reserve. A key point today is that the AN/TPY-2 radars, which played a critical role in tracking Iranian missiles, would be among the first targets to be engaged. These high-powered X-band radars are the backbone of regional missile defense, providing essential data to THAAD and Patriot batteries. However, because they are large, stationary, and emit high-energy signals, they are highly vulnerable to a first-strike or saturation attack, which would effectively 'blind' the entire defensive network. Obviously, a defense budget of nearly one trillion dollars cannot be compared to Iran’s, but the real question is whether the cost and effort are worth the potential casualties. Even without Israel, the Americans maintain an immense advantage in aerial operations over Iran; however, as I have stated before, this superiority does not translate to the maritime theater.

Patricia Marins

21,142 次观看 • 8 个月前

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto—focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( – $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > ( - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > ( — Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules >Tropical Tidbits ( - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high >Climate Reanalyzer ( - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities >Windy ( - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online ( - 100+ years of historical location data NOAA Weather Prediction ? >Center ( - short forecasts for precipitation, anomalies. Climate Prediction Center ( - long-term ENSO, droughts >Open-Meteo ( - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. >OpenWeatherMap ( = Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. >Visual Crossing Weather ( - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities >WeatherAPI. com ( - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information

Aleiah

77,698 次观看 • 9 个月前