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Big East commit Chris Riddle leads Chicago’s preseason top team, Kenwood Academy 77-54 Opening night W

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Scott/Ballislife

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138,870 次观看 • 2 年前 •via X (Twitter)

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King Steve Harrington loves DePaul Basketball 的头像
King Steve Harrington loves DePaul Basketball2 年前

@christerrell42 @KenwoodHoops @KenwoodSports @BroncoSociety @DePaulHoops Just say DePaul. It won’t hurt you, I promise.

David Pinsonneault 的头像
David Pinsonneault2 年前

@christerrell42 @KenwoodHoops @KenwoodSports @BroncoSociety @DePaulHoops How this gonna work? 3 games with each team?

Chit🏀wn Sho👑case 的头像
Chit🏀wn Sho👑case2 年前

@scottybscout @christerrell42 @KenwoodHoops @KenwoodSports @BroncoSociety @DePaulHoops Will be a problem all year💯

Sammy Sox 的头像
Sammy Sox2 年前

@christerrell42 @KenwoodHoops @KenwoodSports @BroncoSociety @DePaulHoops *Depaul Commit

Stanford Football Updates🌲 的头像
Stanford Football Updates🌲2 年前

@christerrell42 @KenwoodHoops @KenwoodSports @BroncoSociety @DePaulHoops What school? Pretty sure it starts with De and ends with ul… DEPAUL!

Elevated Athlete Training 的头像
Elevated Athlete Training2 年前

@christerrell42 @KenwoodHoops @KenwoodSports @BroncoSociety @DePaulHoops Yes DePaul is getting a dawg 😤😤

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LOCKED IN‼️ 🍣 Sushi Wilson 🍣 | IMG Academy Baseball 2027 OF Sebastian Wilson delivered a perfect 5-5 night at the plate as top ranked IMG Academy knocked off No. 3 ranked Jesuit! Through 4 games, Wilson has a crazy slash line of .615/.600/.846 and he leads the team in hits(8). #9 ranked player nationally | Prep Baseball #3 ranked player in FL | Prep Baseball Florida Tennessee Baseball commit. #PBAAG25 participant.
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LOCKED IN‼️ 🍣 Sushi Wilson 🍣 | IMG Academy Baseball 2027 OF Sebastian Wilson delivered a perfect 5-5 night at the plate as top ranked IMG Academy knocked off No. 3 ranked Jesuit! Through 4 games, Wilson has a crazy slash line of .615/.600/.846 and he leads the team in hits(8). #9 ranked player nationally | Prep Baseball #3 ranked player in FL | Prep Baseball Florida Tennessee Baseball commit. #PBAAG25 participant.

BLACK COBRA MEDIA

19,387 次观看 • 6 个月前

Appearing on Fried Egg, Golf Digest’s Jaime Diaz w some elite level nonsense: ‘Rahm made a big mistake… lost his edge… big career gap… predictable fall off... lost years he'll never get back🤦‍♂️’ Bro is book-reporting the wrong book. 🤡 LIV GOLF: 35 starts: 32 top-10s, 4 wins, 8 runner-ups. 2024 & 2025 season-long pts champion and money list winner. Those aren't lost years. It's an historically great run. Don't care if you're playing the PGA or a 9 hole beer league. MAJORS: 9 starts, 5 top-15s, 4 top-10s (better than 98% of PGAT in same timespan). So-called 'GAP’ in Rahm’s major resumé is actually 2022 (w PGA Tour). WORLD RANKING: Left PGAT ranked No.3 w Data Golf. Currently sits No.3. All-world consistency! RYDER CUP: Rahm was a captains pick for team Europe. More career highlights for the so-called lost years 😂. EARNINGS: Rahm won LIV Golf's money titles in both 2024 and 2025. He leads the money race in 2026 as well. This is above and beyond the record setting contract he signed in late 2023 to join LIV Golf. In the end, after 3 seasons on the breakaway tour, Rahm will have earned nearly $500m, not including money earned via sponsors, majors, or European tour winnings — creating generational wealth for his family. And he’s just 31. Imagine calling this a “mistake!?” 🤡 It’s lol cope!
1:01

Appearing on Fried Egg, Golf Digest’s Jaime Diaz w some elite level nonsense: ‘Rahm made a big mistake… lost his edge… big career gap… predictable fall off... lost years he'll never get back🤦‍♂️’ Bro is book-reporting the wrong book. 🤡 LIV GOLF: 35 starts: 32 top-10s, 4 wins, 8 runner-ups. 2024 & 2025 season-long pts champion and money list winner. Those aren't lost years. It's an historically great run. Don't care if you're playing the PGA or a 9 hole beer league. MAJORS: 9 starts, 5 top-15s, 4 top-10s (better than 98% of PGAT in same timespan). So-called 'GAP’ in Rahm’s major resumé is actually 2022 (w PGA Tour). WORLD RANKING: Left PGAT ranked No.3 w Data Golf. Currently sits No.3. All-world consistency! RYDER CUP: Rahm was a captains pick for team Europe. More career highlights for the so-called lost years 😂. EARNINGS: Rahm won LIV Golf's money titles in both 2024 and 2025. He leads the money race in 2026 as well. This is above and beyond the record setting contract he signed in late 2023 to join LIV Golf. In the end, after 3 seasons on the breakaway tour, Rahm will have earned nearly $500m, not including money earned via sponsors, majors, or European tour winnings — creating generational wealth for his family. And he’s just 31. Imagine calling this a “mistake!?” 🤡 It’s lol cope!

Jeff Smith

25,039 次观看 • 2 个月前

ANNOUNCING SHITCOIN ACADEMY 2,500 TON GIVEAWAY! 🚨 Find out how Boinkers comes up with his stupid dream… And how he turns a shitty mess into the start of something BIG! 💥 What it means to be a Shitcoinaire 💩 The Lord of the Shitcoins… Boinkers Academy: 2500 TON Giveaway!! 🚨 Boinkers dropped out of school to find the perfect wife to Boink on the moon! 🌙 He won’t be needing his tuition any time soon…. Sooo he’s giving away it away as 2500 TON to 3 lucky shitcoinaires 👀 The prizes distribution will be ⬇️ 1️⃣st place: 1250 TON 2️⃣nd place: 750 TON 3️⃣rd place: 500 TON For a chance to win, you must: 1️⃣ Follow Boinkers on 𝕏 2️⃣ Like + RT this post 3️⃣ Write us a story in the comments using the following scenarios: A. Why do you want to become a shitcoinaire? B. How would you party as a shitcoinaire for 1 night? C. Which lady (or lord) will you moon with? Must tag a celebrity on social media! ⭐️ 5 Finalists will be selected based on how many likes it gets + our favourites selected by the Boinkers team 🗳️ The winners will then be selected by the Boinkers community in a poll for the Top 3 spots! (Must have 10 Boinkers on the moon to be eligible) Let’s find the best Shitcoinaires 🏆!! Participation ENDS: Monday, November 25th at 11:59pm UTC
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ANNOUNCING SHITCOIN ACADEMY 2,500 TON GIVEAWAY! 🚨 Find out how Boinkers comes up with his stupid dream… And how he turns a shitty mess into the start of something BIG! 💥 What it means to be a Shitcoinaire 💩 The Lord of the Shitcoins… Boinkers Academy: 2500 TON Giveaway!! 🚨 Boinkers dropped out of school to find the perfect wife to Boink on the moon! 🌙 He won’t be needing his tuition any time soon…. Sooo he’s giving away it away as 2500 TON to 3 lucky shitcoinaires 👀 The prizes distribution will be ⬇️ 1️⃣st place: 1250 TON 2️⃣nd place: 750 TON 3️⃣rd place: 500 TON For a chance to win, you must: 1️⃣ Follow Boinkers on 𝕏 2️⃣ Like + RT this post 3️⃣ Write us a story in the comments using the following scenarios: A. Why do you want to become a shitcoinaire? B. How would you party as a shitcoinaire for 1 night? C. Which lady (or lord) will you moon with? Must tag a celebrity on social media! ⭐️ 5 Finalists will be selected based on how many likes it gets + our favourites selected by the Boinkers team 🗳️ The winners will then be selected by the Boinkers community in a poll for the Top 3 spots! (Must have 10 Boinkers on the moon to be eligible) Let’s find the best Shitcoinaires 🏆!! Participation ENDS: Monday, November 25th at 11:59pm UTC

Boinkers

1,423,558 次观看 • 1 年前

A memorable matchup for the Division 7 title saw Ohio's career-scoring leader try his best to give Cornerstone Christian the crown, but undefeated Russia would cap off the program's 1st-ever championship season with a 74-57 victory at UD Arena in Dayton. The Raiders (29-0) have been building up to this season with 11 senior members of the roster making their 3rd consecutive Final Four appearance. They looked like the more complete team in the opening minutes by building a 20-14 cushion heading into the second quarter, but that's when Quinn Kwasniak began to take matters into his own hands. The Army commit put up 15 of his game-high 38 points in the frame, cashing in a pair of logo 3-pointers that fueled the Patriots (21-9) crowd and dazzled everyone else in attendance. CCA would trim the deficit to 38-34 by the halftime break but failed to keep momentum out of the locker room. A big 3rd quarter from Braylon Cordonnier, where he scored 10 of his team-best 21 points, helped the Raiders create some separation on the scoreboard heading into the final stanza. On the strength of a 9-0 run midway through the fourth quarter, Russia would put the game away with three players finishing the night with 14+ points. An emotional crowd watched as the final seconds fell off the clock, ensuring the Raiders a perfect season in dominating fashion. The win is the 1,000th in program history for Russia, who have accumulated an impressive 81-6 overall record over the last 3 seasons. Kwasniak finished his career with a state record 3,341 points. This State Championship highlight is presented by Maumee Bay Turf Danny’s Cafe Rossford
4:53

A memorable matchup for the Division 7 title saw Ohio's career-scoring leader try his best to give Cornerstone Christian the crown, but undefeated Russia would cap off the program's 1st-ever championship season with a 74-57 victory at UD Arena in Dayton. The Raiders (29-0) have been building up to this season with 11 senior members of the roster making their 3rd consecutive Final Four appearance. They looked like the more complete team in the opening minutes by building a 20-14 cushion heading into the second quarter, but that's when Quinn Kwasniak began to take matters into his own hands. The Army commit put up 15 of his game-high 38 points in the frame, cashing in a pair of logo 3-pointers that fueled the Patriots (21-9) crowd and dazzled everyone else in attendance. CCA would trim the deficit to 38-34 by the halftime break but failed to keep momentum out of the locker room. A big 3rd quarter from Braylon Cordonnier, where he scored 10 of his team-best 21 points, helped the Raiders create some separation on the scoreboard heading into the final stanza. On the strength of a 9-0 run midway through the fourth quarter, Russia would put the game away with three players finishing the night with 14+ points. An emotional crowd watched as the final seconds fell off the clock, ensuring the Raiders a perfect season in dominating fashion. The win is the 1,000th in program history for Russia, who have accumulated an impressive 81-6 overall record over the last 3 seasons. Kwasniak finished his career with a state record 3,341 points. This State Championship highlight is presented by Maumee Bay Turf Danny’s Cafe Rossford

OH.Report

15,352 次观看 • 1 年前

In 2015, David Ulevitch (David Ulevitch 🇺🇸) sold OpenDNS to Cisco for $635M, now he co-leads the $600M AD fund at a16z "It took me 10 years to basically have my overnight success" With a hard-earned operator background David shares his 3 key lessons 1.) Magnetic teams win. 2.) Capital flows to magnetic founders. 3.) Government & enterprise customers require deep, long-term (non-transactional !!) partnerships. & how its reflected in their portfolio among big names like Anduril, Base Power, Radiant, Castelion, & more BTW - While at Cisco, David was Senior VP & GM of Cisco Security, a $2.4 billion annual revenue business w/ more than 5K+ team members . . . "1.) I think the first thing is it starts with team & talent. The best companies in our portfolio have the best performing teams. And you know it's very easy in venture to fall in love with an idea, but what really matters is like is there a team there that can execute? Can that team magnetically the best talent in the world and get people to come work for them? People love working for Brian Schimpf (Brian Schimpf) at Anduril (Anduril Industries), they love working for Palmer Luckey (Palmer Luckey), they love working for Matt Grimm (Matt Grimm). Like they they just they love that team and they're able to magnetically attract the absolute best talent. Chris Brose (Chris Brose) is probably the most in-demand person in the like the defense space today and he's worked at Anduril since the very beginning. You have to be able to magnetically attract the best talent and and every company we look at whether it's Base Power (Base Power) whether it's Saronic (Saronic) it doesn't matter, Radiant Nuclear (Radiant) they just become magnetic attractors of talent. 2.) The second thing is these companies are expensive & you know we've learned that they have to be able to magnetically attract capital.. And it sometimes it sounds dumb to say 'cause like we're investing in these companies so obviously they got capital but they need to be able to attract capital from other people as well. And we found that these companies are so capital-intensive & sometimes the curve to revenue takes a little bit longer 'cause you're doing manufacturing and doing all these other things. ..nothing matters more than the talent at the top the founders of the company. Can they magnetically attract capital? Can they magnetically attract talent? Those 2 things matter the most. And then I think what I've learned and I learned that in my own experiences, and you know it took me 10 years to basically have my overnight success ..and if I think about the years that were not that last night before we sold the company.. like the lessons I learned were like every time I had to change the way the company was operating.. it always started with talent. I had to change out the executive team, change out the leadership team that we had, at one point we were a consumer company, we pivoted to enterprise halfway through 5 years in and totally rebuilt the team. Because the kind of people that were building a consumer company were totally different than building an cybersecurity company. 3.) I think the last thing I learned that was really important, especially to help me set me up for the American Dynamism practice, is at Cisco, at that point I was running one of the largest cybersecurity companies in the world, and I recognized at Cisco that like when you sell to the government you need to have the people that know how to interface with the government, know how to sell the government. These are very very strategic sales processes. They're not transactional. Oftentimes the customer on the other side of the table is sometimes betting their career on picking your solution. The same thing is true now with government. When somebody who's a procurement officer, or a program officer, is betting on a defense startup to provide some solution they're really betting on their career in many cases to say like "I hope that Anduril or Saronic, or whoever, Castelion () can deliver this solution for me." And so I think you need to recognize & appreciate, and this is what I learned at Cisco that these partnerships are just not transactional. They're deep relationships. You're gonna work with these people for years on these complex large you know $10 million plus deals & I learned that on the enterprise side at Cisco I see it now over & over in the AD portfolio. I think those are some of the biggest lessons that that I learned talent & then really partnership with your customers."
3:40

In 2015, David Ulevitch (David Ulevitch 🇺🇸) sold OpenDNS to Cisco for $635M, now he co-leads the $600M AD fund at a16z "It took me 10 years to basically have my overnight success" With a hard-earned operator background David shares his 3 key lessons 1.) Magnetic teams win. 2.) Capital flows to magnetic founders. 3.) Government & enterprise customers require deep, long-term (non-transactional !!) partnerships. & how its reflected in their portfolio among big names like Anduril, Base Power, Radiant, Castelion, & more BTW - While at Cisco, David was Senior VP & GM of Cisco Security, a $2.4 billion annual revenue business w/ more than 5K+ team members . . . "1.) I think the first thing is it starts with team & talent. The best companies in our portfolio have the best performing teams. And you know it's very easy in venture to fall in love with an idea, but what really matters is like is there a team there that can execute? Can that team magnetically the best talent in the world and get people to come work for them? People love working for Brian Schimpf (Brian Schimpf) at Anduril (Anduril Industries), they love working for Palmer Luckey (Palmer Luckey), they love working for Matt Grimm (Matt Grimm). Like they they just they love that team and they're able to magnetically attract the absolute best talent. Chris Brose (Chris Brose) is probably the most in-demand person in the like the defense space today and he's worked at Anduril since the very beginning. You have to be able to magnetically attract the best talent and and every company we look at whether it's Base Power (Base Power) whether it's Saronic (Saronic) it doesn't matter, Radiant Nuclear (Radiant) they just become magnetic attractors of talent. 2.) The second thing is these companies are expensive & you know we've learned that they have to be able to magnetically attract capital.. And it sometimes it sounds dumb to say 'cause like we're investing in these companies so obviously they got capital but they need to be able to attract capital from other people as well. And we found that these companies are so capital-intensive & sometimes the curve to revenue takes a little bit longer 'cause you're doing manufacturing and doing all these other things. ..nothing matters more than the talent at the top the founders of the company. Can they magnetically attract capital? Can they magnetically attract talent? Those 2 things matter the most. And then I think what I've learned and I learned that in my own experiences, and you know it took me 10 years to basically have my overnight success ..and if I think about the years that were not that last night before we sold the company.. like the lessons I learned were like every time I had to change the way the company was operating.. it always started with talent. I had to change out the executive team, change out the leadership team that we had, at one point we were a consumer company, we pivoted to enterprise halfway through 5 years in and totally rebuilt the team. Because the kind of people that were building a consumer company were totally different than building an cybersecurity company. 3.) I think the last thing I learned that was really important, especially to help me set me up for the American Dynamism practice, is at Cisco, at that point I was running one of the largest cybersecurity companies in the world, and I recognized at Cisco that like when you sell to the government you need to have the people that know how to interface with the government, know how to sell the government. These are very very strategic sales processes. They're not transactional. Oftentimes the customer on the other side of the table is sometimes betting their career on picking your solution. The same thing is true now with government. When somebody who's a procurement officer, or a program officer, is betting on a defense startup to provide some solution they're really betting on their career in many cases to say like "I hope that Anduril or Saronic, or whoever, Castelion () can deliver this solution for me." And so I think you need to recognize & appreciate, and this is what I learned at Cisco that these partnerships are just not transactional. They're deep relationships. You're gonna work with these people for years on these complex large you know $10 million plus deals & I learned that on the enterprise side at Cisco I see it now over & over in the AD portfolio. I think those are some of the biggest lessons that that I learned talent & then really partnership with your customers."

Molly O’Shea

73,555 次观看 • 9 个月前

TALKING PREPS: The Week 8 NC high school football preview show ON TAP ➡️An in-depth discussion of the new CMS rule that will limit attendance at some "high-profile" games this season. ➡️West Charlotte coach Sam Greiner and QB Jamouri Nichols talk last week's big win over Independence ➡️Palisades QB Cole Hough and coach Jonathan Simmons talk last week's historic win over Ardrey Kell CAM ON THE STREET Well, Cam's back in the studio this week and chats with Palisades star Nick Rankin NC PLAYERS OF THE WEEK We feature the top performers from Friday night: 🏈Raivon Pauling, South Meck (in studio) 🏈Danny Charles Brown, McDowell 🏈Max Davis, Burns 🏈Nick Grena, Cary 🏈Ely Hamrick, Crest 🏈O'Sean Johnson, Enloe 🏈Ethan Presley, Hunter Huss 🏈Jackson Laws, Cannon School 🏈Jesse Blazi, Hickory Grove (in studio) GAMES OF THE WEEK (We break down the top NC, regional and Meck County games of Week 8) NC Statewide: Robbinsville-Murphy; Garner-Cleveland; Pisgah-Tuscola Charlotte regional: Statesville-Davie County; Kings Mountain-Ashbrook; Porter Ridge-Marvin Ridge Mecklenburg: Chambers-Independence; North Meck-Butler; Hopewell-Myers Park; Rocky River-Ardrey Kell; Cannon School-Latin; Berry-Harding COACH VS. COACH The coaches debate the new CMS rule: Did CMS need to make this move?; what can help alleviate the issues; and how will this ruling affect schools financially? Sam Greiner Chris Hughes Dale Ross CarolinaVarsity CarolinaPreps Cameron Williams gary richmond West Charlotte Lions Football Jamouri Nichols Palisades Pumas Football Cole Hough "2027" QB South Meck Football “Mad Max”Davis Burns High School Football Nick Cary Football Ely Hamrick 2026 QB Crest FB Recruiting Enloe Football Jackson Laws Cannon School Hickory Grove Christian Football Robbinsville High @murphyncfootball The Garner High School Football Cleveland Football Pisgah Football Tuscola Mountaineer Football Julius L Chambers Cougars FB Independence FB North Meck Football Butler Bulldogs Football Brian Hales Hopewell High School Football Myers Park Football Rocky River Ravens Football Ardrey Kell Football Charlotte Latin Athletics Berry Academy Football
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TALKING PREPS: The Week 8 NC high school football preview show ON TAP ➡️An in-depth discussion of the new CMS rule that will limit attendance at some "high-profile" games this season. ➡️West Charlotte coach Sam Greiner and QB Jamouri Nichols talk last week's big win over Independence ➡️Palisades QB Cole Hough and coach Jonathan Simmons talk last week's historic win over Ardrey Kell CAM ON THE STREET Well, Cam's back in the studio this week and chats with Palisades star Nick Rankin NC PLAYERS OF THE WEEK We feature the top performers from Friday night: 🏈Raivon Pauling, South Meck (in studio) 🏈Danny Charles Brown, McDowell 🏈Max Davis, Burns 🏈Nick Grena, Cary 🏈Ely Hamrick, Crest 🏈O'Sean Johnson, Enloe 🏈Ethan Presley, Hunter Huss 🏈Jackson Laws, Cannon School 🏈Jesse Blazi, Hickory Grove (in studio) GAMES OF THE WEEK (We break down the top NC, regional and Meck County games of Week 8) NC Statewide: Robbinsville-Murphy; Garner-Cleveland; Pisgah-Tuscola Charlotte regional: Statesville-Davie County; Kings Mountain-Ashbrook; Porter Ridge-Marvin Ridge Mecklenburg: Chambers-Independence; North Meck-Butler; Hopewell-Myers Park; Rocky River-Ardrey Kell; Cannon School-Latin; Berry-Harding COACH VS. COACH The coaches debate the new CMS rule: Did CMS need to make this move?; what can help alleviate the issues; and how will this ruling affect schools financially? Sam Greiner Chris Hughes Dale Ross CarolinaVarsity CarolinaPreps Cameron Williams gary richmond West Charlotte Lions Football Jamouri Nichols Palisades Pumas Football Cole Hough "2027" QB South Meck Football “Mad Max”Davis Burns High School Football Nick Cary Football Ely Hamrick 2026 QB Crest FB Recruiting Enloe Football Jackson Laws Cannon School Hickory Grove Christian Football Robbinsville High @murphyncfootball The Garner High School Football Cleveland Football Pisgah Football Tuscola Mountaineer Football Julius L Chambers Cougars FB Independence FB North Meck Football Butler Bulldogs Football Brian Hales Hopewell High School Football Myers Park Football Rocky River Ravens Football Ardrey Kell Football Charlotte Latin Athletics Berry Academy Football

Langston Wertz Jr.

11,316 次观看 • 10 个月前

Crypto’s future may hinge on the Senate’s new market structure draft. 🇺🇸⚖️ On Bits + Bips, Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the The White House, talks with the gang about: 🔥 The Senate’s new draft 🏛 How DC is thinking about DeFi 💵 How President Trump thinks about crypto 📈 What institutions are waiting for PLUS: what’s going on in the markets and Ram’s hopium 😀 Timestamps: 🎬 0:00 Intro 🚀 2:45 Why Patrick calls the Senate Ag draft a “big step forward” 🧩 4:43 How the bill tackles DeFi—and why it’s so complex 🏛️ 5:28 Why the presidency is putting so much weight on crypto policy 📜 7:01 What happens behind the scenes to move a bill like this 🔪 9:39 Whether the bill could get modularized (including pulling DeFi out) 💡 11:22 Why Chris says crypto is simply a better product 📈 13:37 The short- and long-term implications of passing a market structure bill 🔐 15:22 The KYC/AML problem in permissionless systems 🕵️‍♂️ 22:12 Privacy: finding the balance between user protection and public ledgers 🗳️ 24:08 How Democrats have increasingly joined the conversation 🌅 25:27 Why Patrick is optimistic we’ll get a Senate vote this year 🤖 29:56 How Patrick sees AI + crypto converging into a major opportunity 📊 32:23 What’s happening in markets, and whether a regime shift is underway 🏦 36:40 How institutions are entering, and what keeps them up at night 🎤 38:46 Why Ram calls the Cantor Conference the best for digital assets 💥 41:53 What Paolo Ardoino revealed about the future of Tether 📉 44:43 Signals that typically mark a market top and why spotting winners is so hard ⚡ 51:38 Ram’s key catalysts to watch for the next market leg 📺 54:39 Whether 60 Minutes misrepresented CZ
1:02:00

Crypto’s future may hinge on the Senate’s new market structure draft. 🇺🇸⚖️ On Bits + Bips, Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the The White House, talks with the gang about: 🔥 The Senate’s new draft 🏛 How DC is thinking about DeFi 💵 How President Trump thinks about crypto 📈 What institutions are waiting for PLUS: what’s going on in the markets and Ram’s hopium 😀 Timestamps: 🎬 0:00 Intro 🚀 2:45 Why Patrick calls the Senate Ag draft a “big step forward” 🧩 4:43 How the bill tackles DeFi—and why it’s so complex 🏛️ 5:28 Why the presidency is putting so much weight on crypto policy 📜 7:01 What happens behind the scenes to move a bill like this 🔪 9:39 Whether the bill could get modularized (including pulling DeFi out) 💡 11:22 Why Chris says crypto is simply a better product 📈 13:37 The short- and long-term implications of passing a market structure bill 🔐 15:22 The KYC/AML problem in permissionless systems 🕵️‍♂️ 22:12 Privacy: finding the balance between user protection and public ledgers 🗳️ 24:08 How Democrats have increasingly joined the conversation 🌅 25:27 Why Patrick is optimistic we’ll get a Senate vote this year 🤖 29:56 How Patrick sees AI + crypto converging into a major opportunity 📊 32:23 What’s happening in markets, and whether a regime shift is underway 🏦 36:40 How institutions are entering, and what keeps them up at night 🎤 38:46 Why Ram calls the Cantor Conference the best for digital assets 💥 41:53 What Paolo Ardoino revealed about the future of Tether 📉 44:43 Signals that typically mark a market top and why spotting winners is so hard ⚡ 51:38 Ram’s key catalysts to watch for the next market leg 📺 54:39 Whether 60 Minutes misrepresented CZ

Laura Shin

21,150 次观看 • 9 个月前

The U2 x Las Vegas Sphere show took two years to create and will make ~$270m. In Fall 2021, the band was approached to open the $2.3B mega-structure (with a capacity of 18k). Willie Williams — U2’s creative director since the early 1980s — initially thought it was a “terrible idea”. Why? U2’s iconic tours have been breakthrough custom sets from Zoo TV in the early 1990s (pioneering giant screens on stage) to the 360 Tour of late 2000s (360-degree stage for stadium shows). They weren’t keen to build an act around the Sphere’s requirements, especially one with the most ambitious audio-visual specs ever: ▫️160k+ speakers ▫️366ft tall x 516ft wide (9 floors) ▫️Largest LED screen ever (160k sq ft) However, the idea of a residency — instead of a moving tour — appealed to U2 because of COVID travel uncertainty. One major obstacle was that dome-shaped buildings are typically awful for audio, per Variety. The Sphere solved the issue with its 167k speakers including one in each seat. Effectively, every person is “getting studio-quality sound” according to James Dolan (owner of NY Knicks, NY Rangers, MSG and the man behind the Sphere). Meanwhile, the visuals were a collaboration with the world’s top creatives (Es Devlin, Marco Brambilla, John Gerrard and long-time producer Brian Eno). The amount of data created to fill the LED screen is mind-boggling, per Wallpaper: ▫️ there are 268,435,456 pixels… ▫️ …which is equal to 72 HD TVs ▫️ … which is equal to 12k screen resolution ▫️ …which means “every minute of content produced for Sphere is the equivalent of one hour of streaming television” “With all the big stuff I’ve done for U2 and anyone else, we don’t start with the equipment, we start with the idea, and then figure out what we need to realize that idea,” Williams tells Variety. “And sometimes it involves big video, sometimes it doesn’t. Whereas here, the only given we had going in was the building — and a building that didn’t exist, and in fact isn’t finished now. So it was odd starting a show with hardware and with a space rather than the other way around.” Here’s some napkin math for “U2:UV Achtung Baby Live at Sphere”: ▫️25 dates x 18,000 per show x $600 per ticket (range is $400 to $1400) = $270 million The entire U2 team — Williams, Bono, The Edge, Adam Clayton and Bram van den Berg (who is subbing in for the injured Larry Mullen Jr) — clearly made a risky bet. But the viral clips and buzz from opening night show it has paid off big time.
1:05

The U2 x Las Vegas Sphere show took two years to create and will make ~$270m. In Fall 2021, the band was approached to open the $2.3B mega-structure (with a capacity of 18k). Willie Williams — U2’s creative director since the early 1980s — initially thought it was a “terrible idea”. Why? U2’s iconic tours have been breakthrough custom sets from Zoo TV in the early 1990s (pioneering giant screens on stage) to the 360 Tour of late 2000s (360-degree stage for stadium shows). They weren’t keen to build an act around the Sphere’s requirements, especially one with the most ambitious audio-visual specs ever: ▫️160k+ speakers ▫️366ft tall x 516ft wide (9 floors) ▫️Largest LED screen ever (160k sq ft) However, the idea of a residency — instead of a moving tour — appealed to U2 because of COVID travel uncertainty. One major obstacle was that dome-shaped buildings are typically awful for audio, per Variety. The Sphere solved the issue with its 167k speakers including one in each seat. Effectively, every person is “getting studio-quality sound” according to James Dolan (owner of NY Knicks, NY Rangers, MSG and the man behind the Sphere). Meanwhile, the visuals were a collaboration with the world’s top creatives (Es Devlin, Marco Brambilla, John Gerrard and long-time producer Brian Eno). The amount of data created to fill the LED screen is mind-boggling, per Wallpaper: ▫️ there are 268,435,456 pixels… ▫️ …which is equal to 72 HD TVs ▫️ … which is equal to 12k screen resolution ▫️ …which means “every minute of content produced for Sphere is the equivalent of one hour of streaming television” “With all the big stuff I’ve done for U2 and anyone else, we don’t start with the equipment, we start with the idea, and then figure out what we need to realize that idea,” Williams tells Variety. “And sometimes it involves big video, sometimes it doesn’t. Whereas here, the only given we had going in was the building — and a building that didn’t exist, and in fact isn’t finished now. So it was odd starting a show with hardware and with a space rather than the other way around.” Here’s some napkin math for “U2:UV Achtung Baby Live at Sphere”: ▫️25 dates x 18,000 per show x $600 per ticket (range is $400 to $1400) = $270 million The entire U2 team — Williams, Bono, The Edge, Adam Clayton and Bram van den Berg (who is subbing in for the injured Larry Mullen Jr) — clearly made a risky bet. But the viral clips and buzz from opening night show it has paid off big time.

Trung Phan

9,031,885 次观看 • 2 年前

Roger Federer: "Effortless is a myth. I worked very hard to make it look easy." "I left school at age 16 to play tennis full-time. So I never went to college. But I did graduate recently. I graduated tennis. I know the word is 'retire', but retired sounds awful. Like you, I finished one big thing and I'm moving on to the next. Like you, I'm figuring out what that is." Lesson 1: Effortless is a myth. "People would say my play was 'effortless.' Most of the time, they meant it as a compliment. But it frustrated me when they'd say, 'He barely broke a sweat' or 'Is he even trying?' The truth is, I had to work very hard to make it look easy." Roger shares the wake-up call: "An opponent at the Italian Open publicly questioned my mental discipline. He said, 'Roger will be the favorite for the first two hours. Then I'll be the favorite after that.' Everyone can play well the first two hours you're fit, you're fast, you're clear. After two hours, your legs get wobbly, your mind starts wandering, your discipline starts to fade. My parents, my coaches, even my rivals were calling me out. So I started to train harder. A lot harder." He explains the paradox: "I got the reputation for being 'effortless' because my warmups at tournaments were so casual that people didn't think I'd been training hard. But I had been working hard before the tournament when nobody was watching." Roger redefines talent: "Yes, talent matters. But talent has a broad definition. Most of the time, it's not about having a gift, it's about having grit. A great forehand can be called a talent. But discipline is also a talent. Patience is a talent. Trusting yourself is a talent. Embracing the process, loving the process, these are talents too. Some people are born with them. Everybody has to work at them." Lesson 2: It's only a point. "You can work harder than you thought possible and still lose. I have many times. Tennis is brutal. Every tournament ends the same way: one player gets a trophy. Every other player gets back on a plane, stares out the window, and thinks, 'How the hell did I miss that shot?'" Roger shares the statistic that changed his mindset: "In the 1,526 singles matches I played in my career, I won almost 80% of those matches. But what percentage of points do you think I won? Only 54%. Even top-ranked tennis players win barely more than half of the points they play." He explains what this teaches: "When you lose every second point on average, you learn not to dwell on every shot. You teach yourself to think: 'Okay, I double-faulted. It's only a point.' 'I came to the net and got passed again. It's only a point.' Even a great shot, an overhead backhand smash that ends up on ESPN's Top 10, that too is just a point." Roger shares the key mindset: "When you're playing a point, it has to be the most important thing in the world. And it is. But when it's behind you, it's behind you. This frees you to fully commit to the next point with intensity, clarity, and focus." He reflects on losing Wimbledon 2008: "Some call it the greatest match of all time. Okay, all respect to Rafa, but I think it would've been way better if I had won. Looking back, I feel like I lost at the very first point. I looked across the net and saw a guy who just a few weeks earlier crushed me in straight sets at the French Open. And I thought, 'This guy is maybe hungrier than I am.' It took me until the third set to remember 'Hey buddy, you're the five-time defending champion. You're on grass. You know how to do this.' But it came too late." Roger shares what champions understand: "The best in the world are not the best because they win every point. It's because they know they'll lose again and again, and have learned how to deal with it. You accept it. Cry it out if you need to. Then force a smile. Move on. Be relentless. Adapt and grow. Work harder, work smarter." Lesson 3: Life is bigger than the court. "A tennis court is 2,106 square feet. That's where singles matches happen. Not much bigger than a dorm room. I worked a lot, learned a lot, and ran a lot of miles in that small space. But the world is a whole lot bigger than that." Roger explains his philosophy: "Even when I was just starting out, I knew that tennis could show me the world, but tennis could never be the world. I knew that if I was lucky, I could play competitively until my late 30s, maybe even 41. But even when I was in the top five, it was important to me to have a life, a rewarding life full of travel, culture, friendships, and especially family. These are the reasons I never burned out." He shares what matters most: "Tennis has given me so many memories. But my off-court experiences are the ones I carry forward just as much. The places I've travelled, the platform that lets me give back, and most of all the people I've met along the way." Roger concludes: "Tennis, like life, is a team sport. Yes, you stand alone on your side of the net. But your success depends on your team, your coaches, your teammates, even your rivals. All these influences help make you who you are." His final words: "Whatever game you choose, give it your best. Go for your shots. Play free. Try everything. And most of all, be kind to one another, and have fun out there."
24:55

Roger Federer: "Effortless is a myth. I worked very hard to make it look easy." "I left school at age 16 to play tennis full-time. So I never went to college. But I did graduate recently. I graduated tennis. I know the word is 'retire', but retired sounds awful. Like you, I finished one big thing and I'm moving on to the next. Like you, I'm figuring out what that is." Lesson 1: Effortless is a myth. "People would say my play was 'effortless.' Most of the time, they meant it as a compliment. But it frustrated me when they'd say, 'He barely broke a sweat' or 'Is he even trying?' The truth is, I had to work very hard to make it look easy." Roger shares the wake-up call: "An opponent at the Italian Open publicly questioned my mental discipline. He said, 'Roger will be the favorite for the first two hours. Then I'll be the favorite after that.' Everyone can play well the first two hours you're fit, you're fast, you're clear. After two hours, your legs get wobbly, your mind starts wandering, your discipline starts to fade. My parents, my coaches, even my rivals were calling me out. So I started to train harder. A lot harder." He explains the paradox: "I got the reputation for being 'effortless' because my warmups at tournaments were so casual that people didn't think I'd been training hard. But I had been working hard before the tournament when nobody was watching." Roger redefines talent: "Yes, talent matters. But talent has a broad definition. Most of the time, it's not about having a gift, it's about having grit. A great forehand can be called a talent. But discipline is also a talent. Patience is a talent. Trusting yourself is a talent. Embracing the process, loving the process, these are talents too. Some people are born with them. Everybody has to work at them." Lesson 2: It's only a point. "You can work harder than you thought possible and still lose. I have many times. Tennis is brutal. Every tournament ends the same way: one player gets a trophy. Every other player gets back on a plane, stares out the window, and thinks, 'How the hell did I miss that shot?'" Roger shares the statistic that changed his mindset: "In the 1,526 singles matches I played in my career, I won almost 80% of those matches. But what percentage of points do you think I won? Only 54%. Even top-ranked tennis players win barely more than half of the points they play." He explains what this teaches: "When you lose every second point on average, you learn not to dwell on every shot. You teach yourself to think: 'Okay, I double-faulted. It's only a point.' 'I came to the net and got passed again. It's only a point.' Even a great shot, an overhead backhand smash that ends up on ESPN's Top 10, that too is just a point." Roger shares the key mindset: "When you're playing a point, it has to be the most important thing in the world. And it is. But when it's behind you, it's behind you. This frees you to fully commit to the next point with intensity, clarity, and focus." He reflects on losing Wimbledon 2008: "Some call it the greatest match of all time. Okay, all respect to Rafa, but I think it would've been way better if I had won. Looking back, I feel like I lost at the very first point. I looked across the net and saw a guy who just a few weeks earlier crushed me in straight sets at the French Open. And I thought, 'This guy is maybe hungrier than I am.' It took me until the third set to remember 'Hey buddy, you're the five-time defending champion. You're on grass. You know how to do this.' But it came too late." Roger shares what champions understand: "The best in the world are not the best because they win every point. It's because they know they'll lose again and again, and have learned how to deal with it. You accept it. Cry it out if you need to. Then force a smile. Move on. Be relentless. Adapt and grow. Work harder, work smarter." Lesson 3: Life is bigger than the court. "A tennis court is 2,106 square feet. That's where singles matches happen. Not much bigger than a dorm room. I worked a lot, learned a lot, and ran a lot of miles in that small space. But the world is a whole lot bigger than that." Roger explains his philosophy: "Even when I was just starting out, I knew that tennis could show me the world, but tennis could never be the world. I knew that if I was lucky, I could play competitively until my late 30s, maybe even 41. But even when I was in the top five, it was important to me to have a life, a rewarding life full of travel, culture, friendships, and especially family. These are the reasons I never burned out." He shares what matters most: "Tennis has given me so many memories. But my off-court experiences are the ones I carry forward just as much. The places I've travelled, the platform that lets me give back, and most of all the people I've met along the way." Roger concludes: "Tennis, like life, is a team sport. Yes, you stand alone on your side of the net. But your success depends on your team, your coaches, your teammates, even your rivals. All these influences help make you who you are." His final words: "Whatever game you choose, give it your best. Go for your shots. Play free. Try everything. And most of all, be kind to one another, and have fun out there."

Jaynit

250,685 次观看 • 4 个月前

77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future
5:34

77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future

Daniel Veroc

50,217 次观看 • 1 年前

alright let’s do a class on nielsen ratings / witness a timeline murder? i’m about to spin the block. the programming insider screenshots below are for weds, march 31. Programming Insider is one of the few places that just posts the raw nielsen grid without spin. every demo every network every show laid out the way buyers sellers and network executives actually read it. it’s not a recap site it’s not opinion it’s the sheet and if you’re not reading the sheet you’re not actually talking about the same thing as the people making the decisions 730k and a 0.15 in adults 18–49 is a real number and it maps cleanly within the expected range. nobody serious disputes that. in the current environment you’re generally looking at: 0.10 ≈ 580k–610k 0.11 ≈ 600k–630k 0.12 ≈ 620k–660k 0.13 ≈ 650k–690k 0.14 ≈ 680k–720k 0.15 ≈ 710k–750k 0.16 ≈ 740k–790k 0.17 ≈ 780k–830k 0.18 ≈ 820k–880k 0.19 ≈ 860k–920k 0.20 ≈ 900k–960k the issue is how often people stop there and treat it like a conclusion instead of the starting point. because a single demo pulled out of context doesn’t tell you what kind of number it actually was what kind of audience it represents or what it means in a real marketplace start with the full AEW row because that’s the foundation. AEW on TBS for 121 minutes posted: 0.44 household rating 0.12 adults 18–34 0.15 adults 18–49 0.09 women 18–49 0.20 men 18–49 0.22 adults 25–54 0.13 women 25–54 0.30 men 25–54 0.10 persons 12–34 0.07 females 12–34 0.12 males 12–34 0.03 teens 12–17 730k total viewers 6th in adults 18–49 12th in total viewers that’s the entire result. not the tweet version not the clipped version not the one number people like to repeat. that full row is the reality and once you actually read it the first thing that matters is not the 0.15 it’s how that 0.15 is built 0.20 men 18–49 0.09 women 18–49 that’s not a subtle imbalance that’s the number. this is not a broad demo performance it’s a concentrated one. when one side of the demo is doing more than double the work of the other side you are not looking at wide audience adoption you are looking at a defined lane showing up consistently and that distinction is everything because certain faux authorities talk about 0.15 like it’s a universal currency when it’s not. a 0.15 built on something like 0.14 women and 0.16 men is a fundamentally different asset than a 0.15 built on 0.09 women and 0.20 men. one is balanced one is narrow. one has flexibility across advertisers scheduling and audience expansion the other is predictable reliable and capped this one is clearly the latter same story in 25–54 0.30 men 25–54 0.13 women 25–54 again more than double same structural dependence same ceiling implication and then you go younger and nothing changes 0.12 adults 18–34 0.10 persons 12–34 0.12 males 12–34 0.07 females 12–34 it’s the same shape repeated across demos which tells you this is not a one week anomaly it’s the product identity. stable consistent defined not expanding and that’s where the difference between narrow reliability and broad strategic heat actually shows up in the data this is reliable. the audience shows up. the profile is predictable. the show holds its lane it is not broad. it is not expanding. it is not signaling that new segments are coming into the tent and changing the ceiling of the property that’s not opinion that’s what the row says now zoom out to the actual cable landscape that night because this is where context starts to cut through the noise Hannity 0.50 NBA on ESPN 0.36 Jesse Watters Primetime 0.28 Gutfeld 0.25 The Source with Kaitlan Collins 0.18 AEW Dynamite 0.15 that’s the board. that’s the tiering. AEW is not competing with the leaders it’s sitting clearly below them in the next band the gap from 0.15 to 0.18 is real the gap from 0.15 to 0.25 is large the gap from 0.15 to 0.36 and 0.50 is massive and this is where people get sloppy because they use ranking to imply proximity when there isn’t any the placements are: 6th in adults 18–49 12th in total viewers those are good placements for a cable property they are not dominant placements and they are not close to dominant placements. 12th at 730k tells you exactly how much total audience is actually there across the full market not just the demo slice people like to highlight and that matters because scale still matters. total audience still matters. you don’t get to ignore it just because the demo is easier to weaponize quickly on the presidential address because this keeps getting dragged in like it explains something and it doesn’t a brief presidential address is not real competition it’s not counterprogramming it’s not sustained audience capture it’s a short interruption that hits every network at the same time. everyone gets disrupted nobody gets singled out. it doesn’t change relative positioning it doesn’t create winners or losers it’s just noise in the system and leaning on it is basically avoiding what the table actually shows same thing with hourly ranks 3rd in an hour 4th in an hour fine but relative to what. if the field is thin outside a few programs you can place well in a window and still be materially behind the actual leaders. a 0.15 does not become a 0.25 because it ranked 3rd it stays a 0.15 now zoom out even further and look at the broader tv ecosystem broadcast that same night is pulling 4M 5M viewers with broader demo balance. different ecosystem yes but it gives you scale perspective. cable is fragmented expectations are different a 0.15 can be a good cable number but that does not make it a market moving television number it makes it solid within its lane and that’s where most of the conversation should stop but it doesn’t because once you layer in actual market structure the ratings matter even less than people think they do the buyer universe is not theoretical it is already allocated high tier buyers netflix amazon apple all operate at 600k+ per telecast levels but only for global scalable franchise inventory netflix has already consolidated the global wwe backbone across raw international distribution and library. there is no incentive to layer overlapping wrestling inventory into that system amazon is deploying capital into nfl nba nascar and large scale league ecosystems. servicing ppv distribution is not the same thing as underwriting long term weekly rights. there is no mandate for niche weekly wrestling at scale apple is curating a premium global sports portfolio aligned with brand identity. nothing niche nothing polarizing nothing demo fragmented clears that filter mid tier buyers disney espn already has wwe premium live events and massive nfl nba and college football commitments. the wrestling lane is already defined at the tentpole level fox is concentrated on nfl and big ten with disciplined incremental spend and no mandate for a second wrestling property peacock is structurally tied into wwe across events and library footprint. that lane is occupied paramount plus max post merger is sitting on one of the heaviest combat sports portfolios in the market ufc at roughly 1.1b per year zuffa boxing pbr nfl afc that is category consolidation not exploration. any additional combat adjacent inventory has to clear duplication against that stack turner inside that same structure is no longer operating independently. it is part of a combined portfolio that already has a defined combat sports identity low tier buyers roku tubi vice are operating in the 150k–300k per telecast range and are not positioned to escalate into premium rights competition so when you actually map the landscape it’s not that buyers are hesitant it’s that lanes are already filled there is no real second bidder dynamic and once you remove the idea of competitive bidding the ratings stop functioning as leverage they become a utility metric now go back to the numbers 0.15 730k male heavy composition those are not bad numbers they are just not strong enough to override strategic redundancy inside a portfolio that already includes ufc and global wwe alignment across multiple platforms so the conversation shifts this is no longer what will the market pay this becomes what is this worth inside our existing portfolio can we fill two hours cheaper can we replicate the demo with studio shows shoulder programming unscripted if yes there is no leverage if no it stays but on controlled terms that’s the real decision tree and this is where the difference between narrow reliability and broad strategic heat becomes the entire story this is reliable inventory. it shows up every week it delivers a consistent demo it fills two hours it holds a lane it is not broad strategic heat. it does not expand the audience map it does not unlock new advertiser categories it does not create urgency across buyers it does not force capital to move and that’s not a criticism it’s a classification so the clean read is simple the number is real the audience is still there the composition is still narrow the placement is still upper middle and none of that on its own creates leverage in a market that is already structurally allocated this is a property negotiating inside someone else’s portfolio not across an open market and that leads to the only conclusion that actually matters once capital is already deployed across nfl nba ufc and global wwe distribution and once the high tier buyers are structurally filtered out this stops being a rights negotiation driven by ratings and becomes an internal portfolio decision driven by overlap cost efficiency and replacement value. at that point a steady 0.15 does not create leverage it defines the floor of what that two hour block is worth relative to everything else competing for the same capital and now add the part everyone either ignores or pretends doesn’t exist TKO is effectively sitting on ~100% of premium combat sports market share at scale when you look at UFC plus WWE across global distribution lanes. that’s not just another player in the category that is the category so when you’re talking about where AEW fits you’re not comparing it in a vacuum you’re comparing it against the most consolidated combat sports stack the business has ever seen and that stack isn’t just operating independently Ari Emanuel has been advising David Ellison for 15+ years that relationship matters because it shapes how these portfolios are thought about at the highest level. this isn’t random alignment this is long term strategic overlap between the people actually making decisions about where billions in rights fees go so when you layer that on top of a potential Paramount controlled WBD structure you’re not just dealing with ratings anymore you’re dealing with a fully informed portfolio strategy that already knows exactly what it values in combat sports and what it doesn’t and then you zoom all the way out to cultural positioning because this part matters more than people think Pat McAfee is in the main event at WrestleMania that’s not a throwaway detail that’s the signal that’s WWE extending into mainstream sports media personalities who already command massive audiences across multiple platforms and pulling them into the biggest event in the space that’s what broad strategic heat actually looks like not just a consistent demo number not just reliable weekly inventory but expansion into new audience layers new distribution touchpoints and new cultural relevance that travels outside the core base so when you put all of this together the picture gets even clearer AEW is stable AEW is reliable AEW fills a lane but it’s operating in a market where the category leader already controls the majority of premium combat IP the decision makers are aligned at the highest levels the buyer universe is structurally closed and the biggest player is actively expanding its cultural footprint beyond wrestling itself that’s the environment so yes a 0.15 matters. yes 730k matters the number isn’t fake the number isn’t terrible the number is specific it tells you exactly what the show is right now it tells you the core audience showed up it tells you that audience is heavily male it tells you women are materially underrepresented it tells you the show converts to about 730k it tells you where it sits on the night it tells you the audience shape hasn’t changed what it doesn’t tell you matters just as much it doesn’t tell you the audience is expanding it doesn’t tell you the show is broadening it doesn’t tell you the ceiling moved this was a good night for a show with a defined audience but none of it overrides the reality that this is being evaluated inside a system that already knows what “must have” looks like and right now that bar is being set somewhere else entirely cc: Dave Meltzer
6:23

alright let’s do a class on nielsen ratings / witness a timeline murder? i’m about to spin the block. the programming insider screenshots below are for weds, march 31. Programming Insider is one of the few places that just posts the raw nielsen grid without spin. every demo every network every show laid out the way buyers sellers and network executives actually read it. it’s not a recap site it’s not opinion it’s the sheet and if you’re not reading the sheet you’re not actually talking about the same thing as the people making the decisions 730k and a 0.15 in adults 18–49 is a real number and it maps cleanly within the expected range. nobody serious disputes that. in the current environment you’re generally looking at: 0.10 ≈ 580k–610k 0.11 ≈ 600k–630k 0.12 ≈ 620k–660k 0.13 ≈ 650k–690k 0.14 ≈ 680k–720k 0.15 ≈ 710k–750k 0.16 ≈ 740k–790k 0.17 ≈ 780k–830k 0.18 ≈ 820k–880k 0.19 ≈ 860k–920k 0.20 ≈ 900k–960k the issue is how often people stop there and treat it like a conclusion instead of the starting point. because a single demo pulled out of context doesn’t tell you what kind of number it actually was what kind of audience it represents or what it means in a real marketplace start with the full AEW row because that’s the foundation. AEW on TBS for 121 minutes posted: 0.44 household rating 0.12 adults 18–34 0.15 adults 18–49 0.09 women 18–49 0.20 men 18–49 0.22 adults 25–54 0.13 women 25–54 0.30 men 25–54 0.10 persons 12–34 0.07 females 12–34 0.12 males 12–34 0.03 teens 12–17 730k total viewers 6th in adults 18–49 12th in total viewers that’s the entire result. not the tweet version not the clipped version not the one number people like to repeat. that full row is the reality and once you actually read it the first thing that matters is not the 0.15 it’s how that 0.15 is built 0.20 men 18–49 0.09 women 18–49 that’s not a subtle imbalance that’s the number. this is not a broad demo performance it’s a concentrated one. when one side of the demo is doing more than double the work of the other side you are not looking at wide audience adoption you are looking at a defined lane showing up consistently and that distinction is everything because certain faux authorities talk about 0.15 like it’s a universal currency when it’s not. a 0.15 built on something like 0.14 women and 0.16 men is a fundamentally different asset than a 0.15 built on 0.09 women and 0.20 men. one is balanced one is narrow. one has flexibility across advertisers scheduling and audience expansion the other is predictable reliable and capped this one is clearly the latter same story in 25–54 0.30 men 25–54 0.13 women 25–54 again more than double same structural dependence same ceiling implication and then you go younger and nothing changes 0.12 adults 18–34 0.10 persons 12–34 0.12 males 12–34 0.07 females 12–34 it’s the same shape repeated across demos which tells you this is not a one week anomaly it’s the product identity. stable consistent defined not expanding and that’s where the difference between narrow reliability and broad strategic heat actually shows up in the data this is reliable. the audience shows up. the profile is predictable. the show holds its lane it is not broad. it is not expanding. it is not signaling that new segments are coming into the tent and changing the ceiling of the property that’s not opinion that’s what the row says now zoom out to the actual cable landscape that night because this is where context starts to cut through the noise Hannity 0.50 NBA on ESPN 0.36 Jesse Watters Primetime 0.28 Gutfeld 0.25 The Source with Kaitlan Collins 0.18 AEW Dynamite 0.15 that’s the board. that’s the tiering. AEW is not competing with the leaders it’s sitting clearly below them in the next band the gap from 0.15 to 0.18 is real the gap from 0.15 to 0.25 is large the gap from 0.15 to 0.36 and 0.50 is massive and this is where people get sloppy because they use ranking to imply proximity when there isn’t any the placements are: 6th in adults 18–49 12th in total viewers those are good placements for a cable property they are not dominant placements and they are not close to dominant placements. 12th at 730k tells you exactly how much total audience is actually there across the full market not just the demo slice people like to highlight and that matters because scale still matters. total audience still matters. you don’t get to ignore it just because the demo is easier to weaponize quickly on the presidential address because this keeps getting dragged in like it explains something and it doesn’t a brief presidential address is not real competition it’s not counterprogramming it’s not sustained audience capture it’s a short interruption that hits every network at the same time. everyone gets disrupted nobody gets singled out. it doesn’t change relative positioning it doesn’t create winners or losers it’s just noise in the system and leaning on it is basically avoiding what the table actually shows same thing with hourly ranks 3rd in an hour 4th in an hour fine but relative to what. if the field is thin outside a few programs you can place well in a window and still be materially behind the actual leaders. a 0.15 does not become a 0.25 because it ranked 3rd it stays a 0.15 now zoom out even further and look at the broader tv ecosystem broadcast that same night is pulling 4M 5M viewers with broader demo balance. different ecosystem yes but it gives you scale perspective. cable is fragmented expectations are different a 0.15 can be a good cable number but that does not make it a market moving television number it makes it solid within its lane and that’s where most of the conversation should stop but it doesn’t because once you layer in actual market structure the ratings matter even less than people think they do the buyer universe is not theoretical it is already allocated high tier buyers netflix amazon apple all operate at 600k+ per telecast levels but only for global scalable franchise inventory netflix has already consolidated the global wwe backbone across raw international distribution and library. there is no incentive to layer overlapping wrestling inventory into that system amazon is deploying capital into nfl nba nascar and large scale league ecosystems. servicing ppv distribution is not the same thing as underwriting long term weekly rights. there is no mandate for niche weekly wrestling at scale apple is curating a premium global sports portfolio aligned with brand identity. nothing niche nothing polarizing nothing demo fragmented clears that filter mid tier buyers disney espn already has wwe premium live events and massive nfl nba and college football commitments. the wrestling lane is already defined at the tentpole level fox is concentrated on nfl and big ten with disciplined incremental spend and no mandate for a second wrestling property peacock is structurally tied into wwe across events and library footprint. that lane is occupied paramount plus max post merger is sitting on one of the heaviest combat sports portfolios in the market ufc at roughly 1.1b per year zuffa boxing pbr nfl afc that is category consolidation not exploration. any additional combat adjacent inventory has to clear duplication against that stack turner inside that same structure is no longer operating independently. it is part of a combined portfolio that already has a defined combat sports identity low tier buyers roku tubi vice are operating in the 150k–300k per telecast range and are not positioned to escalate into premium rights competition so when you actually map the landscape it’s not that buyers are hesitant it’s that lanes are already filled there is no real second bidder dynamic and once you remove the idea of competitive bidding the ratings stop functioning as leverage they become a utility metric now go back to the numbers 0.15 730k male heavy composition those are not bad numbers they are just not strong enough to override strategic redundancy inside a portfolio that already includes ufc and global wwe alignment across multiple platforms so the conversation shifts this is no longer what will the market pay this becomes what is this worth inside our existing portfolio can we fill two hours cheaper can we replicate the demo with studio shows shoulder programming unscripted if yes there is no leverage if no it stays but on controlled terms that’s the real decision tree and this is where the difference between narrow reliability and broad strategic heat becomes the entire story this is reliable inventory. it shows up every week it delivers a consistent demo it fills two hours it holds a lane it is not broad strategic heat. it does not expand the audience map it does not unlock new advertiser categories it does not create urgency across buyers it does not force capital to move and that’s not a criticism it’s a classification so the clean read is simple the number is real the audience is still there the composition is still narrow the placement is still upper middle and none of that on its own creates leverage in a market that is already structurally allocated this is a property negotiating inside someone else’s portfolio not across an open market and that leads to the only conclusion that actually matters once capital is already deployed across nfl nba ufc and global wwe distribution and once the high tier buyers are structurally filtered out this stops being a rights negotiation driven by ratings and becomes an internal portfolio decision driven by overlap cost efficiency and replacement value. at that point a steady 0.15 does not create leverage it defines the floor of what that two hour block is worth relative to everything else competing for the same capital and now add the part everyone either ignores or pretends doesn’t exist TKO is effectively sitting on ~100% of premium combat sports market share at scale when you look at UFC plus WWE across global distribution lanes. that’s not just another player in the category that is the category so when you’re talking about where AEW fits you’re not comparing it in a vacuum you’re comparing it against the most consolidated combat sports stack the business has ever seen and that stack isn’t just operating independently Ari Emanuel has been advising David Ellison for 15+ years that relationship matters because it shapes how these portfolios are thought about at the highest level. this isn’t random alignment this is long term strategic overlap between the people actually making decisions about where billions in rights fees go so when you layer that on top of a potential Paramount controlled WBD structure you’re not just dealing with ratings anymore you’re dealing with a fully informed portfolio strategy that already knows exactly what it values in combat sports and what it doesn’t and then you zoom all the way out to cultural positioning because this part matters more than people think Pat McAfee is in the main event at WrestleMania that’s not a throwaway detail that’s the signal that’s WWE extending into mainstream sports media personalities who already command massive audiences across multiple platforms and pulling them into the biggest event in the space that’s what broad strategic heat actually looks like not just a consistent demo number not just reliable weekly inventory but expansion into new audience layers new distribution touchpoints and new cultural relevance that travels outside the core base so when you put all of this together the picture gets even clearer AEW is stable AEW is reliable AEW fills a lane but it’s operating in a market where the category leader already controls the majority of premium combat IP the decision makers are aligned at the highest levels the buyer universe is structurally closed and the biggest player is actively expanding its cultural footprint beyond wrestling itself that’s the environment so yes a 0.15 matters. yes 730k matters the number isn’t fake the number isn’t terrible the number is specific it tells you exactly what the show is right now it tells you the core audience showed up it tells you that audience is heavily male it tells you women are materially underrepresented it tells you the show converts to about 730k it tells you where it sits on the night it tells you the audience shape hasn’t changed what it doesn’t tell you matters just as much it doesn’t tell you the audience is expanding it doesn’t tell you the show is broadening it doesn’t tell you the ceiling moved this was a good night for a show with a defined audience but none of it overrides the reality that this is being evaluated inside a system that already knows what “must have” looks like and right now that bar is being set somewhere else entirely cc: Dave Meltzer

Nick LoPiccolo

17,146 次观看 • 4 个月前

Leaked Brandon Johnson Video: $8.8M in CTU Money Missing — CTU’s Vanishing Reserves and the Political Machine Behind It by drkugler Johnson denies hiding funds as CTU withholds 2019–2023 audits; Fewkes Tower proceeds routed to the CTU Foundation fuel a politics-first machine Aug 10, 2025 A leaked video now making the rounds shows Chicago Mayor Brandon Johnson, then a top Chicago Teachers Union (CTU) official, pushing back against accusations that he hid millions from the rank-and-file. “You think it’s worth me hiding $8 million from thousands of members? To put my own family at risk for that? I wouldn’t do that,” Johnson told a May 2022 Zoom meeting with teachers at Morgan Park High School. “And don’t think that if I did do something like that, folks wouldn’t come to try to figure out how to take me down.” The clip, posted August 10, 2025 by Austin Berg, comes as CTU fights a lawsuit to force release of annual financial audits it hasn’t shared since 2020 — the very years when the union’s once-$8.8 million reserve vanished. The paper trail leading to this moment runs back more than a decade, to 2014, when CTU sold Fewkes Tower, its 29-story apartment building at 55 W. Chestnut. In April 2015, the union announced that “all of the proceeds” — later estimated between $40 and $60 million — were deposited into the Chicago Teachers Union Foundation. The Foundation, controlled by CTU’s ruling caucus but operating outside direct member oversight, became the quiet holding tank for the union’s most valuable asset and the launchpad for a new kind of political power. In an interview for the Illinois Policy documentary Local 1: The Rise of America’s Most Powerful Teachers Union, Dr John Kugler (the author of this article) called this “go to jail” stuff because of what happened next: “When you say you’re gonna use the money for one thing, and you’re an education institution, and you give a bag of cash to guys to run political stuff on the street… What does that have to do with the kid that can’t read on the East Side? Nothing. That’s a concerted effort to deceive not only the members of the Chicago Teachers Union but the public… If you want to do politics, say we’re going to do politics… But if you’re pretending to do one thing, and then on the side you’re doing something else, that’s what I’m talking about.” From there, the Foundation became the financial engine for a gleaming new headquarters and millions in payouts to political allies — spending far removed from classrooms and contract fights, and shielded from the kind of scrutiny that would have come with keeping the money inside the union’s books. By 2018, the same leadership was pulling off another maneuver. Delegates had approved a $1.4 million supplemental budget to be split evenly between political campaigns, a contract fight, and public communications. But Vice President Jesse Sharkey told members the money had been “loaned” to Jesús “Chuy” García’s mayoral campaign — a loan union records never showed. Reporter and CTU consultant George N. Schmidt documented the shift and warned that repayment could stretch into the 2030s, while every dollar of the allocation was already gone. The operation ran beyond one campaign. Political operative Jason Lee, a fixture in Chicago’s progressive electoral machine, was allegedly “handing out bags of cash on the West Side,” with two street captains known as Dana and Frank (?) directing the ground game. Mr Lee is currently under investigation for being a Texas resuident and employed by teg city of Chicago as a staffer for Mayor Johnson, a violation of teh residency rules governing city employment. Then - CTU CFO Mike Baldwin walked away rather than “be part of the corruption.” Those who questioned the spending — Schmidt, Joey McDermott, and eventually dr kugler — were pushed out. The message inside the union was clear: speak up, and you’re gone. Even moments of deep personal crisis couldn’t slow the fight over money. Multiple sources say that during late CTU President Karen Lewis’s hospitalization, top officers — including current Vice President Jackson Potter — were present when shouting matches erupted over union funds. One account has Stacey Davis Gates confronting Lewis about the money while she lay on her deathbed. Several staffers know what happened, but have stayed silent to protect their jobs, health insurance, and pensions. Baldwin remains the key witness. His testimony could crack open allegations of interstate wire fraud, money laundering, and a decade’s worth of political cash transfers that insiders estimate may reach a quarter-billion dollars. By January 2022, the Members First caucus publicly warned that the reserves were gone, millions had been loaned out, and much of it had never come back. Four months later, Johnson gave his now-leaked denial. By October 2024, four union members sued in Cook County to compel the release of the missing audits. In May 2025, a judge refused to dismiss the case, keeping alive the demand for the 2019–2023 financials. Now, with the Johnson video circulating and the audit lawsuit grinding forward, the unanswered questions from the “Chuy loan” era remain sharper than ever: how did CTU go from an $8.8 million reserve and a $50 million real estate sale to empty coffers, hidden audits, and a membership kept entirely in the dark? Until those audits see the light of day — and Baldwin and others speak under oath — the suspicion will remain that the Chicago Teachers Union wasn’t just funding political change. It was running a machine, and the money meant for classrooms and members was the fuel. References Chicago Teachers Union Selling Downtown Apartment Tower (13 Oct 2014) CTU Sells Fewkes Tower — “All of the proceeds … were deposited into the Chicago Teachers Union Foundation.” (30 Apr 2015) Did CTU officers and staff violate union rules … spending ALL of the $1.4 million … on the Chuy campaign “loan”? (20 Apr 2018) CTU: Selling Out the Membership — proceeds transferred to CTU Foundation (2 Oct 2019) CTU leaders now face internal revolt — reserves once $8.8M; loans outstanding (25 Jan 2022) CTU sold apartment tower for $50M, but members saw no benefit (19 May 2022) Local 1: The Rise of America’s Most Powerful Teachers Union (Full Film) — interview with Dr. John Kugler (YouTube) Chicago Teachers Union members sue over missing audits (8 Oct 2024) Chicago Teachers Union sued over missing audits (9 Oct 2024) CTU sued over financial records (case filing overview) (Oct 2024) Probe Ongoing Into Whether Senior Adviser Violated Residency Rule by Voting in Texas, Johnson Says (Dec 9, 2024) Court keeps audit-access lawsuit alive; motion to dismiss denied (21 May 2025) Mayor Brandon Johnson’s ‘pending’ Springfield lobbyist team draws ethics questions (July 1, 2025) Leaked 2022 Johnson clip denying “hiding $8 million” (10 Aug 2025) on-the-spot reporting #Chicago #Political #Corruption
1:38

Leaked Brandon Johnson Video: $8.8M in CTU Money Missing — CTU’s Vanishing Reserves and the Political Machine Behind It by drkugler Johnson denies hiding funds as CTU withholds 2019–2023 audits; Fewkes Tower proceeds routed to the CTU Foundation fuel a politics-first machine Aug 10, 2025 A leaked video now making the rounds shows Chicago Mayor Brandon Johnson, then a top Chicago Teachers Union (CTU) official, pushing back against accusations that he hid millions from the rank-and-file. “You think it’s worth me hiding $8 million from thousands of members? To put my own family at risk for that? I wouldn’t do that,” Johnson told a May 2022 Zoom meeting with teachers at Morgan Park High School. “And don’t think that if I did do something like that, folks wouldn’t come to try to figure out how to take me down.” The clip, posted August 10, 2025 by Austin Berg, comes as CTU fights a lawsuit to force release of annual financial audits it hasn’t shared since 2020 — the very years when the union’s once-$8.8 million reserve vanished. The paper trail leading to this moment runs back more than a decade, to 2014, when CTU sold Fewkes Tower, its 29-story apartment building at 55 W. Chestnut. In April 2015, the union announced that “all of the proceeds” — later estimated between $40 and $60 million — were deposited into the Chicago Teachers Union Foundation. The Foundation, controlled by CTU’s ruling caucus but operating outside direct member oversight, became the quiet holding tank for the union’s most valuable asset and the launchpad for a new kind of political power. In an interview for the Illinois Policy documentary Local 1: The Rise of America’s Most Powerful Teachers Union, Dr John Kugler (the author of this article) called this “go to jail” stuff because of what happened next: “When you say you’re gonna use the money for one thing, and you’re an education institution, and you give a bag of cash to guys to run political stuff on the street… What does that have to do with the kid that can’t read on the East Side? Nothing. That’s a concerted effort to deceive not only the members of the Chicago Teachers Union but the public… If you want to do politics, say we’re going to do politics… But if you’re pretending to do one thing, and then on the side you’re doing something else, that’s what I’m talking about.” From there, the Foundation became the financial engine for a gleaming new headquarters and millions in payouts to political allies — spending far removed from classrooms and contract fights, and shielded from the kind of scrutiny that would have come with keeping the money inside the union’s books. By 2018, the same leadership was pulling off another maneuver. Delegates had approved a $1.4 million supplemental budget to be split evenly between political campaigns, a contract fight, and public communications. But Vice President Jesse Sharkey told members the money had been “loaned” to Jesús “Chuy” García’s mayoral campaign — a loan union records never showed. Reporter and CTU consultant George N. Schmidt documented the shift and warned that repayment could stretch into the 2030s, while every dollar of the allocation was already gone. The operation ran beyond one campaign. Political operative Jason Lee, a fixture in Chicago’s progressive electoral machine, was allegedly “handing out bags of cash on the West Side,” with two street captains known as Dana and Frank (?) directing the ground game. Mr Lee is currently under investigation for being a Texas resuident and employed by teg city of Chicago as a staffer for Mayor Johnson, a violation of teh residency rules governing city employment. Then - CTU CFO Mike Baldwin walked away rather than “be part of the corruption.” Those who questioned the spending — Schmidt, Joey McDermott, and eventually dr kugler — were pushed out. The message inside the union was clear: speak up, and you’re gone. Even moments of deep personal crisis couldn’t slow the fight over money. Multiple sources say that during late CTU President Karen Lewis’s hospitalization, top officers — including current Vice President Jackson Potter — were present when shouting matches erupted over union funds. One account has Stacey Davis Gates confronting Lewis about the money while she lay on her deathbed. Several staffers know what happened, but have stayed silent to protect their jobs, health insurance, and pensions. Baldwin remains the key witness. His testimony could crack open allegations of interstate wire fraud, money laundering, and a decade’s worth of political cash transfers that insiders estimate may reach a quarter-billion dollars. By January 2022, the Members First caucus publicly warned that the reserves were gone, millions had been loaned out, and much of it had never come back. Four months later, Johnson gave his now-leaked denial. By October 2024, four union members sued in Cook County to compel the release of the missing audits. In May 2025, a judge refused to dismiss the case, keeping alive the demand for the 2019–2023 financials. Now, with the Johnson video circulating and the audit lawsuit grinding forward, the unanswered questions from the “Chuy loan” era remain sharper than ever: how did CTU go from an $8.8 million reserve and a $50 million real estate sale to empty coffers, hidden audits, and a membership kept entirely in the dark? Until those audits see the light of day — and Baldwin and others speak under oath — the suspicion will remain that the Chicago Teachers Union wasn’t just funding political change. It was running a machine, and the money meant for classrooms and members was the fuel. References Chicago Teachers Union Selling Downtown Apartment Tower (13 Oct 2014) CTU Sells Fewkes Tower — “All of the proceeds … were deposited into the Chicago Teachers Union Foundation.” (30 Apr 2015) Did CTU officers and staff violate union rules … spending ALL of the $1.4 million … on the Chuy campaign “loan”? (20 Apr 2018) CTU: Selling Out the Membership — proceeds transferred to CTU Foundation (2 Oct 2019) CTU leaders now face internal revolt — reserves once $8.8M; loans outstanding (25 Jan 2022) CTU sold apartment tower for $50M, but members saw no benefit (19 May 2022) Local 1: The Rise of America’s Most Powerful Teachers Union (Full Film) — interview with Dr. John Kugler (YouTube) Chicago Teachers Union members sue over missing audits (8 Oct 2024) Chicago Teachers Union sued over missing audits (9 Oct 2024) CTU sued over financial records (case filing overview) (Oct 2024) Probe Ongoing Into Whether Senior Adviser Violated Residency Rule by Voting in Texas, Johnson Says (Dec 9, 2024) Court keeps audit-access lawsuit alive; motion to dismiss denied (21 May 2025) Mayor Brandon Johnson’s ‘pending’ Springfield lobbyist team draws ethics questions (July 1, 2025) Leaked 2022 Johnson clip denying “hiding $8 million” (10 Aug 2025) on-the-spot reporting #Chicago #Political #Corruption

SubX.News®

34,109 次观看 • 1 年前

Disappointed to say that in my 10th year of commentating competitive Tekken 7, I will not be involved in its conclusion at the TWT Finals. Telling the story of these players and building this community has taken up the majority of my life this past decade so I put together a video to reflect back on it (👇bottom of this post). I've been telling this story since Evo 2015 with Nobi and AO in the grand finals of Evo. We saw the Echo Fox boys dominate the scene, then the Knee/JDCR era, to Qudans returning to win the first TWT (Hei-ha-chi! Hei-ha-chi!). In 2018 we had the Knee/Qudans era which concluded with Rangchu winning the TWT Finals. Then in 2019 Arslan Ash flipped the planet upside down at Evo Japan, Ryan Hart owned me up, Pakistan showed up through the rest of that year, and we saw Chikurin become TWT Champ. Then came Leroy Japan 2020 (shoutouts to Book) before the pandemic online era, online Evo's, Tekken Online Challenges and the creation of ICFC. More recently Arslan closed out his 4 Evo Titles, we witnessed the Knee/Arslan era, and now its the Atif Butt era, with him winning TWT Finals and closing out Gamers8 this year. So many players, new and old, will converge on New Orleans this weekend to conclude this story of what I believe has been THE BEST ARC IN FGC HISTORY. Personally, this past decade has been an incredible journey that I will forever be grateful for. I got to travel the world (Amsterdam, Japan, France, Australia, Philippines, Romania, Saudi Arabia, Dubai, Pakistan, Canada, Chile, Singapore, Indonesia, Thailand and Germany) with my friends and make new friends across the globe. I helped start UYU and was their VP as we gave opportunities to players like Jeondding, LowHigh, Yuyu, Qudans etc. Jinhee and Drew showed so much love to the FGC during that time and I'm grateful they gave me the opportunity to guide the team internally. This past weekend the ICFC Championship was my last commentary for Tekken 7, marking a bittersweet end for my Tekken 7 commentary journey. The beginnings of ICFC were notable though. By 2018, Wednesday Night Fights Tekken 7 was dying. We were down to 4 entrants and there was no stream. I asked Valle if I could take over the Tekken 7 portion, I put together all the equipment, setup the stream going forward and we grew to 64 man weeklies offline. It COULD NOT have been done without Tanman, #BeeLDeaL | B:L, Billy, Suiken, Michael Y. Kwon and 上原 rickstah, who all held it down once the ball got rolling. Then the pandemic hit, we pivoted to online tournaments and ran everything ourselves. We had expanded our local to the entire west coast and after T7's netcode update, the entire USA. 10/0 reached out with the idea of taking what we had built and expanding it to EU and Asia. It was a difficult decision to step away from WNF, but I moved our tournaments to 10/0, ICFC began, and we now have a new generation of top players built ONLINE. That was unprecedented for Tekken. A HUGE thank you to all of the community for participating in these events and donating to the prize pools. Without the players and the community, none of this would exist. Never forget that. Big thanks to Chris Ceg and 10/0 for expanding what we started and pushing it to new heights. I have to also thank Katsuhiro Harada and Michael Murray for the amazing game that is TEKKEN 7. HUGE thanks to Aris for everything hes done for TEKKEN 7 and LUYG. To Mirage | Spag for connecting all of us more closely to the EU (NA>) and Pakistan (NA<) scenes. To Mark Julio 『マークマン』 for always being inner circle⭕️, pushing Tekken forward, and being an amazing co-commentator throughout these years. And of course Steve Scott for being my main duo these last few years. We got into a good ass groove the last 5 years and its always a damn good time. Lastly, 10 years is a long time. When I started this, I was a pro player, I was in a long relationship, I had a part time job, I had all black hair and minimal wrinkles. None of those things are true anymore😆. I know that commentary as a profession is hugely unpredictable and unreliable, so I honestly have NO CLUE what the future holds. One thing I know for certain though, is that I love TEKKEN. I've NEVER been a shill, but dealing with this has made me feel like one these past 4 months. So THE BIGGEST THANK YOU I want to give is to everyone who has stood by me, supported me, and never doubted me for a moment this decade. I'm sad I didn't get one last "FINAL FINAL round" at the FINAL FINALS for Tekken 7, but I'm sure everyone at the finals will say it for me anyway. I love you guys! Have fun in New Orleans
10:45

Disappointed to say that in my 10th year of commentating competitive Tekken 7, I will not be involved in its conclusion at the TWT Finals. Telling the story of these players and building this community has taken up the majority of my life this past decade so I put together a video to reflect back on it (👇bottom of this post). I've been telling this story since Evo 2015 with Nobi and AO in the grand finals of Evo. We saw the Echo Fox boys dominate the scene, then the Knee/JDCR era, to Qudans returning to win the first TWT (Hei-ha-chi! Hei-ha-chi!). In 2018 we had the Knee/Qudans era which concluded with Rangchu winning the TWT Finals. Then in 2019 Arslan Ash flipped the planet upside down at Evo Japan, Ryan Hart owned me up, Pakistan showed up through the rest of that year, and we saw Chikurin become TWT Champ. Then came Leroy Japan 2020 (shoutouts to Book) before the pandemic online era, online Evo's, Tekken Online Challenges and the creation of ICFC. More recently Arslan closed out his 4 Evo Titles, we witnessed the Knee/Arslan era, and now its the Atif Butt era, with him winning TWT Finals and closing out Gamers8 this year. So many players, new and old, will converge on New Orleans this weekend to conclude this story of what I believe has been THE BEST ARC IN FGC HISTORY. Personally, this past decade has been an incredible journey that I will forever be grateful for. I got to travel the world (Amsterdam, Japan, France, Australia, Philippines, Romania, Saudi Arabia, Dubai, Pakistan, Canada, Chile, Singapore, Indonesia, Thailand and Germany) with my friends and make new friends across the globe. I helped start UYU and was their VP as we gave opportunities to players like Jeondding, LowHigh, Yuyu, Qudans etc. Jinhee and Drew showed so much love to the FGC during that time and I'm grateful they gave me the opportunity to guide the team internally. This past weekend the ICFC Championship was my last commentary for Tekken 7, marking a bittersweet end for my Tekken 7 commentary journey. The beginnings of ICFC were notable though. By 2018, Wednesday Night Fights Tekken 7 was dying. We were down to 4 entrants and there was no stream. I asked Valle if I could take over the Tekken 7 portion, I put together all the equipment, setup the stream going forward and we grew to 64 man weeklies offline. It COULD NOT have been done without Tanman, #BeeLDeaL | B:L, Billy, Suiken, Michael Y. Kwon and 上原 rickstah, who all held it down once the ball got rolling. Then the pandemic hit, we pivoted to online tournaments and ran everything ourselves. We had expanded our local to the entire west coast and after T7's netcode update, the entire USA. 10/0 reached out with the idea of taking what we had built and expanding it to EU and Asia. It was a difficult decision to step away from WNF, but I moved our tournaments to 10/0, ICFC began, and we now have a new generation of top players built ONLINE. That was unprecedented for Tekken. A HUGE thank you to all of the community for participating in these events and donating to the prize pools. Without the players and the community, none of this would exist. Never forget that. Big thanks to Chris Ceg and 10/0 for expanding what we started and pushing it to new heights. I have to also thank Katsuhiro Harada and Michael Murray for the amazing game that is TEKKEN 7. HUGE thanks to Aris for everything hes done for TEKKEN 7 and LUYG. To Mirage | Spag for connecting all of us more closely to the EU (NA>) and Pakistan (NA<) scenes. To Mark Julio 『マークマン』 for always being inner circle⭕️, pushing Tekken forward, and being an amazing co-commentator throughout these years. And of course Steve Scott for being my main duo these last few years. We got into a good ass groove the last 5 years and its always a damn good time. Lastly, 10 years is a long time. When I started this, I was a pro player, I was in a long relationship, I had a part time job, I had all black hair and minimal wrinkles. None of those things are true anymore😆. I know that commentary as a profession is hugely unpredictable and unreliable, so I honestly have NO CLUE what the future holds. One thing I know for certain though, is that I love TEKKEN. I've NEVER been a shill, but dealing with this has made me feel like one these past 4 months. So THE BIGGEST THANK YOU I want to give is to everyone who has stood by me, supported me, and never doubted me for a moment this decade. I'm sad I didn't get one last "FINAL FINAL round" at the FINAL FINALS for Tekken 7, but I'm sure everyone at the finals will say it for me anyway. I love you guys! Have fun in New Orleans

Rip

365,819 次观看 • 2 年前

Here are the facts about “The Missing Scientists” story: The Air Force general who ran Wright-Patterson's research lab, oversaw the Pentagon's most classified programs, and was named in WikiLeaks emails as a central figure in UFO disclosure vanished from his Albuquerque home without triggering a single surveillance camera. Eight days earlier, Trump ordered the Pentagon to begin releasing UFO files. In the same twelve-month window, the NASA scientist who co-invented a strategic rocket engine super alloy at the same Wright Patterson lab overseen by the General disappeared on a hike, an MIT fusion physicist (who was as deep as anybody on “fast magnetic reconnection problems” which are the fundamental bottleneck to widescale nuclear fusion) was assassinated on his doorstep, and a very-polymathic Caltech astronomer working on the state-of-the-art Vera Rubin Observatory was shot dead on his porch. There is a pattern: scientists at the frontier of fusion, exotic propulsion, advanced metallurgy, and space surveillance are being silenced and taken out. We trace this history back decades and place it in its proper context: scientific suppression in frontier areas isn’t new; it’s an almost-ubiquitous historical artifact. 1. The General Who Knew Everything Vanished Without a Trace On February 27, 2026, retired Major General Neil McCasland left his Albuquerque home on foot. He left behind his phone, prescription glasses, and smartwatch. He took a red backpack, his wallet, and a .38 caliber revolver. His wife reported him missing within three hours. Despite FBI involvement, the Air Force Office of Special Investigations, search dogs, drones, helicopters, horseback teams, FLIR sweeps, and 700 canvassed households, no confirmed sighting of McCasland has ever surfaced. Surveillance cameras covered both ends of his street. None captured his direction of travel. After weeks of searching, the only item recovered was a gray Air Force sweatshirt a mile east of his house. Testing could not confirm it was his. 2. McCasland Ran the Pentagon's Most Classified Science Programs McCasland graduated from the Air Force Academy, earned a PhD in astronautical engineering from MIT on a Hertz Fellowship, and studied at Harvard's Kennedy School. From 2009 to 2011, he served as Director of Special Programs in the office of the Undersecretary of Defense for Acquisitions, Technology, and Logistics, the office that oversees acquisition special access programs accounting for roughly 75 to 80 percent of all SAPs in the Department of Defense. From 2011 to 2013, he commanded the Air Force Research Laboratory at Wright-Patterson Air Force Base, overseeing a $2.2 billion portfolio spanning advanced materials, exotic propulsion, and future weapons. Wright-Patterson is the alleged home of the Roswell crash debris. McCasland ran the entire lab. 3. WikiLeaks Emails Placed McCasland at the Center of UFO Disclosure In 2016, hacked emails from Hillary Clinton's campaign chairman John Podesta revealed correspondence from Tom DeLonge naming McCasland directly. DeLonge wrote that McCasland helped assemble his advisory team, was deeply aware of what DeLonge was trying to achieve, and had received a four-hour briefing on the project. DeLonge added that McCasland ran the laboratory at Wright-Patterson where the Roswell material was shipped. McCasland's wife Susan later acknowledged he was caught up in the Russian hack and had less contact with DeLonge after the emails were released. Less, not zero. A Google Calendar invite in the same email dump shows Susan herself accepted an invitation for a DeLonge-Podesta meeting. 4. Disappeared Eight Days After Trump's UFO Disclosure Order On February 19, 2026, Trump announced on Truth Social that he was directing the Pentagon to begin releasing government files related to aliens and UAP. Eight days later, McCasland was gone. If McCasland was involved in legacy UFO programs, the release order could have been a pressure point. His wife had reported that both of them were seeing a doctor for anxiety, poor sleep, and memory issues. She also said he had made a comment about not wanting to live if his body and mind kept deteriorating, but characterized it as an offhand remark, not a genuine threat. She later stated publicly that McCasland was not confused or disoriented. The week before he vanished, he cycled 60 miles. 5. The Super Alloy Scientist Vanished 30 Feet Behind Her Friends On June 22, 2025, NASA material scientist Monica Reza disappeared while hiking near Mount Waterman in the Angeles National Forest. She was 30 feet behind her group and then she was gone. Search and rescue scoured the area for eight days by land and air. They found her beanie roughly 400 yards off the trail. Nothing else. Civilian volunteer teams continued searching for six months. No remains, no dens, no evidence of animal attack. Multiple searchers who descended the nearest ravine described the terrain as steep but not steep enough to be fatal. 6. Super Alloy Invention Was Developed Under McCasland's Research Lab Monica Reza and Dallas Hardwick co-invented Mondeloy, a nickel-based super alloy engineered to survive the crushing pressure and oxygen-rich conditions that had defeated every previous rocket engine material. The alloy ended America's dependence on Russia's RD-180 engine for sensitive national security launches. Mondeloy was co-developed through a partnership between the Air Force Research Laboratory and Pratt and Whitney Rocketdyne. Neil McCasland arrived at Wright-Patterson as AFRL commander in May 2011 while the Mondeloy program was still active. Dallas Hardwick was embedded in the lab's materials directorate until 2012. The scientist who solved one of America's hardest propulsion problems and the general who oversaw the lab where it happened both vanished within eight months of each other. 7. MIT's Top Fusion Physicist Was Shot in His Doorway On December 15, 2025, Nuno Loureiro was shot in the foyer of his Brookline home at 8:30 p.m. His wife, mother, and daughters were inside playing cards. His 12-year-old daughter had opened the door moments earlier and saw a man she thought was a delivery driver holding a package with a barcode. Loureiro replaced her at the door and was hit in the upper chest, abdomen, and both thighs. He was conscious and alert when paramedics arrived. He went into surgery that night and was pronounced dead the following morning. Loureiro was deputy director of MIT's Plasma Science and Fusion Center and one of the world's leading experts on magnetic reconnection, the key obstacle to sustained nuclear fusion. 8. His Killer Planned for Three Years, Then Went Dark for 48 Hours The top suspect, Claudio Valente, a Portuguese national who had studied physics at the same Lisbon university as Loureiro in the 1990s, had already opened fire at Brown University two days earlier, killing two students. Valente spent three years conducting surveillance on the Brown campus before the attack. But between the Brown shooting on December 13 and Loureiro's murder on December 15, Valente's movements go largely unaccounted for. How he located Loureiro, confirmed he was home, and timed the approach remains unexplained. Loureiro had just returned from a trip to Washington. Valente's confession videos describe both attacks as intentional but leave the motive for targeting Loureiro maddeningly vague. 9. The Caltech Astronomer Was Killed by a Man a Judge Had Already Released On February 16, 2026, Caltech astronomer Carl Grillmair was shot dead on his porch in Llano, California. Two months earlier, 29-year-old Freddy Snyder had been arrested on Grillmair's property carrying a loaded unregistered rifle. Despite the trespassing charge and an attempted jail escape, a judge released Snyder on his own recognizance and told him to take a gun safety course. Snyder returned and killed him. Grillmair had recently begun work on the Vera Rubin Observatory, the most powerful sky survey ever built, one capable of detecting interstellar objects and potentially UFOs in Earth's orbit. He was also a renowned polymathic genius, like Loureiro. Every image Rubin captures is reviewed and filtered by the Pentagon before scientists are allowed to see it. Investigators have found no motive and no prior relationship between the two men. Why This Matters But the concentration of loss at the exact frontier of fusion, propulsion, advanced materials, and space surveillance is difficult to dismiss. Congressman Tim Burchett told the DailyMail the numbers seem very high in these certain areas of research. Constitutional lawyer Danny Sheehan described a covert circle of 24 retired officials from the DOD, CIA, and private aerospace quietly working to bring classified UAP programs back under government oversight. The real crown jewels are not weapons or hard drives. They are the minds that solved the problems no one else could. And those minds keep disappearing. Full episode documents this in detail 👇
2:14

Here are the facts about “The Missing Scientists” story: The Air Force general who ran Wright-Patterson's research lab, oversaw the Pentagon's most classified programs, and was named in WikiLeaks emails as a central figure in UFO disclosure vanished from his Albuquerque home without triggering a single surveillance camera. Eight days earlier, Trump ordered the Pentagon to begin releasing UFO files. In the same twelve-month window, the NASA scientist who co-invented a strategic rocket engine super alloy at the same Wright Patterson lab overseen by the General disappeared on a hike, an MIT fusion physicist (who was as deep as anybody on “fast magnetic reconnection problems” which are the fundamental bottleneck to widescale nuclear fusion) was assassinated on his doorstep, and a very-polymathic Caltech astronomer working on the state-of-the-art Vera Rubin Observatory was shot dead on his porch. There is a pattern: scientists at the frontier of fusion, exotic propulsion, advanced metallurgy, and space surveillance are being silenced and taken out. We trace this history back decades and place it in its proper context: scientific suppression in frontier areas isn’t new; it’s an almost-ubiquitous historical artifact. 1. The General Who Knew Everything Vanished Without a Trace On February 27, 2026, retired Major General Neil McCasland left his Albuquerque home on foot. He left behind his phone, prescription glasses, and smartwatch. He took a red backpack, his wallet, and a .38 caliber revolver. His wife reported him missing within three hours. Despite FBI involvement, the Air Force Office of Special Investigations, search dogs, drones, helicopters, horseback teams, FLIR sweeps, and 700 canvassed households, no confirmed sighting of McCasland has ever surfaced. Surveillance cameras covered both ends of his street. None captured his direction of travel. After weeks of searching, the only item recovered was a gray Air Force sweatshirt a mile east of his house. Testing could not confirm it was his. 2. McCasland Ran the Pentagon's Most Classified Science Programs McCasland graduated from the Air Force Academy, earned a PhD in astronautical engineering from MIT on a Hertz Fellowship, and studied at Harvard's Kennedy School. From 2009 to 2011, he served as Director of Special Programs in the office of the Undersecretary of Defense for Acquisitions, Technology, and Logistics, the office that oversees acquisition special access programs accounting for roughly 75 to 80 percent of all SAPs in the Department of Defense. From 2011 to 2013, he commanded the Air Force Research Laboratory at Wright-Patterson Air Force Base, overseeing a $2.2 billion portfolio spanning advanced materials, exotic propulsion, and future weapons. Wright-Patterson is the alleged home of the Roswell crash debris. McCasland ran the entire lab. 3. WikiLeaks Emails Placed McCasland at the Center of UFO Disclosure In 2016, hacked emails from Hillary Clinton's campaign chairman John Podesta revealed correspondence from Tom DeLonge naming McCasland directly. DeLonge wrote that McCasland helped assemble his advisory team, was deeply aware of what DeLonge was trying to achieve, and had received a four-hour briefing on the project. DeLonge added that McCasland ran the laboratory at Wright-Patterson where the Roswell material was shipped. McCasland's wife Susan later acknowledged he was caught up in the Russian hack and had less contact with DeLonge after the emails were released. Less, not zero. A Google Calendar invite in the same email dump shows Susan herself accepted an invitation for a DeLonge-Podesta meeting. 4. Disappeared Eight Days After Trump's UFO Disclosure Order On February 19, 2026, Trump announced on Truth Social that he was directing the Pentagon to begin releasing government files related to aliens and UAP. Eight days later, McCasland was gone. If McCasland was involved in legacy UFO programs, the release order could have been a pressure point. His wife had reported that both of them were seeing a doctor for anxiety, poor sleep, and memory issues. She also said he had made a comment about not wanting to live if his body and mind kept deteriorating, but characterized it as an offhand remark, not a genuine threat. She later stated publicly that McCasland was not confused or disoriented. The week before he vanished, he cycled 60 miles. 5. The Super Alloy Scientist Vanished 30 Feet Behind Her Friends On June 22, 2025, NASA material scientist Monica Reza disappeared while hiking near Mount Waterman in the Angeles National Forest. She was 30 feet behind her group and then she was gone. Search and rescue scoured the area for eight days by land and air. They found her beanie roughly 400 yards off the trail. Nothing else. Civilian volunteer teams continued searching for six months. No remains, no dens, no evidence of animal attack. Multiple searchers who descended the nearest ravine described the terrain as steep but not steep enough to be fatal. 6. Super Alloy Invention Was Developed Under McCasland's Research Lab Monica Reza and Dallas Hardwick co-invented Mondeloy, a nickel-based super alloy engineered to survive the crushing pressure and oxygen-rich conditions that had defeated every previous rocket engine material. The alloy ended America's dependence on Russia's RD-180 engine for sensitive national security launches. Mondeloy was co-developed through a partnership between the Air Force Research Laboratory and Pratt and Whitney Rocketdyne. Neil McCasland arrived at Wright-Patterson as AFRL commander in May 2011 while the Mondeloy program was still active. Dallas Hardwick was embedded in the lab's materials directorate until 2012. The scientist who solved one of America's hardest propulsion problems and the general who oversaw the lab where it happened both vanished within eight months of each other. 7. MIT's Top Fusion Physicist Was Shot in His Doorway On December 15, 2025, Nuno Loureiro was shot in the foyer of his Brookline home at 8:30 p.m. His wife, mother, and daughters were inside playing cards. His 12-year-old daughter had opened the door moments earlier and saw a man she thought was a delivery driver holding a package with a barcode. Loureiro replaced her at the door and was hit in the upper chest, abdomen, and both thighs. He was conscious and alert when paramedics arrived. He went into surgery that night and was pronounced dead the following morning. Loureiro was deputy director of MIT's Plasma Science and Fusion Center and one of the world's leading experts on magnetic reconnection, the key obstacle to sustained nuclear fusion. 8. His Killer Planned for Three Years, Then Went Dark for 48 Hours The top suspect, Claudio Valente, a Portuguese national who had studied physics at the same Lisbon university as Loureiro in the 1990s, had already opened fire at Brown University two days earlier, killing two students. Valente spent three years conducting surveillance on the Brown campus before the attack. But between the Brown shooting on December 13 and Loureiro's murder on December 15, Valente's movements go largely unaccounted for. How he located Loureiro, confirmed he was home, and timed the approach remains unexplained. Loureiro had just returned from a trip to Washington. Valente's confession videos describe both attacks as intentional but leave the motive for targeting Loureiro maddeningly vague. 9. The Caltech Astronomer Was Killed by a Man a Judge Had Already Released On February 16, 2026, Caltech astronomer Carl Grillmair was shot dead on his porch in Llano, California. Two months earlier, 29-year-old Freddy Snyder had been arrested on Grillmair's property carrying a loaded unregistered rifle. Despite the trespassing charge and an attempted jail escape, a judge released Snyder on his own recognizance and told him to take a gun safety course. Snyder returned and killed him. Grillmair had recently begun work on the Vera Rubin Observatory, the most powerful sky survey ever built, one capable of detecting interstellar objects and potentially UFOs in Earth's orbit. He was also a renowned polymathic genius, like Loureiro. Every image Rubin captures is reviewed and filtered by the Pentagon before scientists are allowed to see it. Investigators have found no motive and no prior relationship between the two men. Why This Matters But the concentration of loss at the exact frontier of fusion, propulsion, advanced materials, and space surveillance is difficult to dismiss. Congressman Tim Burchett told the DailyMail the numbers seem very high in these certain areas of research. Constitutional lawyer Danny Sheehan described a covert circle of 24 retired officials from the DOD, CIA, and private aerospace quietly working to bring classified UAP programs back under government oversight. The real crown jewels are not weapons or hard drives. They are the minds that solved the problems no one else could. And those minds keep disappearing. Full episode documents this in detail 👇

Jesse Michels

260,004 次观看 • 4 个月前

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC - Reporting Window: LAST 24 HOURS • Iran widened its fire again with a broad evening missile barrage on central Israel and continued attacks across the Gulf, including a drone strike that hit a fuel tank at Kuwait International Airport • Israel intensified strikes across Iran, with reported hits in Tehran, Qazvin and Alborz industrial areas, plus continued pressure on missile infrastructure and launch cells • Hezbollah kept the northern front active, including a direct rocket hit on a building in Kiryat Shmona, while Israel deepened its Lebanon campaign and Katz publicly framed the objective as a security zone up to the Litani • The diplomatic track moved forward, but only in the strangest possible way: Trump says talks are progressing, Iran still publicly denies direct negotiations, and multiple reports now point to JD Vance as Tehran’s preferred American interlocutor • The big picture is unchanged: the war is still live on every major front, but the center of gravity is shifting toward a contest over how it ends, who gets to define victory, and whether the Gulf will stay adjacent to the war or be pulled fully into it The most important thing to understand about the last 24 hours is that this was not a quiet period masked by negotiations. It was the opposite. The battlefield remained active from Tehran to southern Lebanon to Kuwait, even as Washington and Tehran edged further into a murky negotiation channel. That is what gives the last day its character: not de escalation, but simultaneous escalation and diplomacy, both moving at once. Open source reporting reflects the same picture, with repeated indications of strikes in Tehran and Qazvin, attacks near Baghdad airport, a Kuwait airport fuel fire, and a large Iranian barrage toward central Israel late in the window. **Special thanks to Michael W for your continued contribution to the open-source intel picture behind these updates. ━━━━━━━━━━━━━━━━━━ 🚀 IRANIAN MISSILE FIRE ON ISRAEL Iran kept up the pressure on Israel in two different ways over this window. Earlier in the cycle, a cluster warhead strike wounded nine people in Bnei Brak, with additional damage in Petah Tikva, while Hezbollah fire from Lebanon killed a woman near Mahanayim Junction and wounded several more in Kiryat Shmona. Later, near the end of the reporting window, Iran launched another broad barrage toward central Israel, with warnings stretching across Gush Dan, Sharon, Wadi Ara, Samaria, Judea and the Dead Sea region. Open source reporting you provided tracked that second wave in real time, showing how broad the alert footprint was even though initial reports indicated no immediate casualties from that specific evening barrage. This is what stands out operationally: Iran’s missile campaign is not gone, but it looks increasingly built around selective disruption rather than the huge opening barrages of the war. The salvos are still dangerous, still capable of civilian casualties and still capable of producing visually dramatic and politically effective moments, but they are landing against a backdrop of steadily intensifying strikes on Iran’s launch network. That makes each successful hit feel more deliberate and more strategic. ━━━━━━━━━━━━━━━━━━ ✈️ THE AIR CAMPAIGN OVER IRAN KEPT MOVING Israel’s strike campaign inside Iran also remained broad and geographically layered. Reuters reported renewed Israeli strikes as talks were being floated through intermediaries. Open source intelligence adds texture to that by showing repeated reporting from open source channels of impacts in eastern and western Tehran, the Alborz industrial zone in Qazvin province, and additional blasts reported across Khuzestan and other regions. There were also repeated reports of targeted assassination attempts in east Tehran, which fits the broader pattern of not just degrading launchers and production nodes, but also hunting the people tied to them. The color here matters. This no longer looks like a campaign limited to air defenses and obvious military compounds. The picture from the last 24 hours is of a system being pressed from multiple angles at once: missile depots, industrial support zones, launch crews, command elements and regime infrastructure in and around Tehran. Open source reporting reinforces that sense of breadth, especially the repeated references to Qazvin and Alborz secondary explosions and to ongoing heavy activity over Tehran. ━━━━━━━━━━━━━━━━━━ ⚡ THE ENERGY WAR IS STILL HOT The clearest new regional energy development in this window was Kuwait. Reuters reported that a drone attack hit a fuel tank at Kuwait International Airport, causing a fire but no casualties. That matters not because the material damage was catastrophic, but because it again shows Iran or Iran aligned actors reaching directly for civilian and logistical energy infrastructure in Gulf states. This was not an abstract threat anymore. It was a live strike on a functioning international hub. Your outbox tracked the same event quickly and repeatedly, alongside additional open source reporting about nearby attacks and power disruptions in Kuwait. At the same time, the diplomatic and military discussion around the Strait of Hormuz kept shaping everything else. Markets moved on talk of a U.S. proposal and possible hosted talks in Pakistan or Turkey. Oil eased on negotiation optimism, but the underlying structure of the crisis remains the same: Iran still retains the ability to disrupt shipping and energy confidence without fully “closing” the Strait in a formal sense. That is why even modest signs of diplomacy can move oil sharply, and why even a localized drone strike in Kuwait still carries outsized weight. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON IS NOT A SIDESHOW The northern front kept boiling. Reuters reported that Israel now intends to occupy a swathe of southern Lebanon up to the Litani River, with Defense Minister Israel Katz explicitly describing a “security zone” concept. That is not rhetoric you use if you still think this is a short punitive phase. At the tactical level, Hezbollah continued to demonstrate that it can still impose costs, including a direct rocket hit on a building in Kiryat Shmona and earlier casualties in the north. Meanwhile, open source reporting pointed to Israeli strikes in Nabatieh, Rashidiya, Bchamoun and broader southern Lebanese infrastructure, which matches the picture of sustained pressure rather than episodic retaliation. The broader meaning is straightforward. Israel is signaling that if the Iran war ends inconclusively on the Iranian front, it does not intend to leave Hezbollah’s northern threat structure intact and simply hope for the best. Lebanon is being shaped now as part of the endgame, not just the current fight. ━━━━━━━━━━━━━━━━━━ 🇮🇶 IRAQ STAYED ACTIVE TOO Iraq remained active in the background, but it should not be treated as background noise. Open source intel reporting includes repeated reporting on a targeted U.S. strike on a vehicle near Baghdad airport and continued militia related activity tied to U.S. positions and proxy structures. That comes after the prior cycle’s major strikes on PMF and militia command nodes. It fits the larger pattern we have now seen for weeks: Iraq is not the main theater, but it is still one of the places where the war keeps trying to widen horizontally. ━━━━━━━━━━━━━━━━━━ 🌍 THE NEGOTIATION TRACK GOT STRANGER, NOT CLEARER Trump is still publicly presenting the talks as real progress. Reuters reports that Pakistan conveyed a U.S. proposal, with Pakistan or Turkey possible venues, and that Washington has floated a broader framework dealing with nuclear capability, missiles and proxies. At the same time, Iran continues to publicly deny meaningful direct talks and has toughened its public stance, insisting on guarantees, compensation and no rollback of its missile deterrent. What makes the last 24 hours more interesting is the growing focus on who would even talk for the United States. Times of Israel and Jerusalem Post reporting both indicate that JD Vance is increasingly central to the diplomacy, with Tehran reportedly preferring him over Witkoff and Kushner. The diplomatic track here appears as both real and deeply unstable, with questions about who on the Iranian side actually holds authority and whether Washington is now seeking an end state short of outright regime collapse. That shift matters because it tells us something important: Washington increasingly seems to be searching for an off ramp that still looks like victory, while Israel and Gulf allies appear much less comfortable with ending this war before Iran’s military and proxy architecture are degraded further. That tension is now one of the defining features of the conflict. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW 1️⃣ The war is still fully active across multiple fronts Iran hit central Israel again, Kuwait airport was struck, Lebanon stayed hot and Israel kept pounding targets inside Iran. Negotiations did not replace combat. They were layered on top of it. 2️⃣ The pressure on Iran’s internal military system keeps deepening The accumulating pattern of strikes in Tehran, Qazvin, Alborz and other areas suggests a campaign that is still broadening the target set, not narrowing it. Open source reporting in your files strongly supports that picture. 3️⃣ The diplomatic track is real, but it is not clean Trump is selling progress. Iran is denying direct talks. Vance is becoming more central. And nobody looking at the battlefield would conclude that the war is genuinely close to stopping on its own. ━━━━━━━━━━━━━━━━━━ BOTTOM LINE The last 24 hours painted a clearer picture than some of the recent reporting windows. This is no longer just a war of salvos and counterstrikes. It is now a war over end states. Iran is still trying to prove it can widen the cost map, not just hit Israel but keep the Gulf under pressure too. Israel is still trying to prove that sustained, system level degradation inside Iran can continue even while diplomacy swirls overhead. And Washington is trying to find a formula that can stop the war without looking like it backed down. That is why the reporting feels different now. The battlefield is still violent, but the arguments over how this ends are becoming just as important as the strikes themselves.
2:04

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC - Reporting Window: LAST 24 HOURS • Iran widened its fire again with a broad evening missile barrage on central Israel and continued attacks across the Gulf, including a drone strike that hit a fuel tank at Kuwait International Airport • Israel intensified strikes across Iran, with reported hits in Tehran, Qazvin and Alborz industrial areas, plus continued pressure on missile infrastructure and launch cells • Hezbollah kept the northern front active, including a direct rocket hit on a building in Kiryat Shmona, while Israel deepened its Lebanon campaign and Katz publicly framed the objective as a security zone up to the Litani • The diplomatic track moved forward, but only in the strangest possible way: Trump says talks are progressing, Iran still publicly denies direct negotiations, and multiple reports now point to JD Vance as Tehran’s preferred American interlocutor • The big picture is unchanged: the war is still live on every major front, but the center of gravity is shifting toward a contest over how it ends, who gets to define victory, and whether the Gulf will stay adjacent to the war or be pulled fully into it The most important thing to understand about the last 24 hours is that this was not a quiet period masked by negotiations. It was the opposite. The battlefield remained active from Tehran to southern Lebanon to Kuwait, even as Washington and Tehran edged further into a murky negotiation channel. That is what gives the last day its character: not de escalation, but simultaneous escalation and diplomacy, both moving at once. Open source reporting reflects the same picture, with repeated indications of strikes in Tehran and Qazvin, attacks near Baghdad airport, a Kuwait airport fuel fire, and a large Iranian barrage toward central Israel late in the window. **Special thanks to Michael W for your continued contribution to the open-source intel picture behind these updates. ━━━━━━━━━━━━━━━━━━ 🚀 IRANIAN MISSILE FIRE ON ISRAEL Iran kept up the pressure on Israel in two different ways over this window. Earlier in the cycle, a cluster warhead strike wounded nine people in Bnei Brak, with additional damage in Petah Tikva, while Hezbollah fire from Lebanon killed a woman near Mahanayim Junction and wounded several more in Kiryat Shmona. Later, near the end of the reporting window, Iran launched another broad barrage toward central Israel, with warnings stretching across Gush Dan, Sharon, Wadi Ara, Samaria, Judea and the Dead Sea region. Open source reporting you provided tracked that second wave in real time, showing how broad the alert footprint was even though initial reports indicated no immediate casualties from that specific evening barrage. This is what stands out operationally: Iran’s missile campaign is not gone, but it looks increasingly built around selective disruption rather than the huge opening barrages of the war. The salvos are still dangerous, still capable of civilian casualties and still capable of producing visually dramatic and politically effective moments, but they are landing against a backdrop of steadily intensifying strikes on Iran’s launch network. That makes each successful hit feel more deliberate and more strategic. ━━━━━━━━━━━━━━━━━━ ✈️ THE AIR CAMPAIGN OVER IRAN KEPT MOVING Israel’s strike campaign inside Iran also remained broad and geographically layered. Reuters reported renewed Israeli strikes as talks were being floated through intermediaries. Open source intelligence adds texture to that by showing repeated reporting from open source channels of impacts in eastern and western Tehran, the Alborz industrial zone in Qazvin province, and additional blasts reported across Khuzestan and other regions. There were also repeated reports of targeted assassination attempts in east Tehran, which fits the broader pattern of not just degrading launchers and production nodes, but also hunting the people tied to them. The color here matters. This no longer looks like a campaign limited to air defenses and obvious military compounds. The picture from the last 24 hours is of a system being pressed from multiple angles at once: missile depots, industrial support zones, launch crews, command elements and regime infrastructure in and around Tehran. Open source reporting reinforces that sense of breadth, especially the repeated references to Qazvin and Alborz secondary explosions and to ongoing heavy activity over Tehran. ━━━━━━━━━━━━━━━━━━ ⚡ THE ENERGY WAR IS STILL HOT The clearest new regional energy development in this window was Kuwait. Reuters reported that a drone attack hit a fuel tank at Kuwait International Airport, causing a fire but no casualties. That matters not because the material damage was catastrophic, but because it again shows Iran or Iran aligned actors reaching directly for civilian and logistical energy infrastructure in Gulf states. This was not an abstract threat anymore. It was a live strike on a functioning international hub. Your outbox tracked the same event quickly and repeatedly, alongside additional open source reporting about nearby attacks and power disruptions in Kuwait. At the same time, the diplomatic and military discussion around the Strait of Hormuz kept shaping everything else. Markets moved on talk of a U.S. proposal and possible hosted talks in Pakistan or Turkey. Oil eased on negotiation optimism, but the underlying structure of the crisis remains the same: Iran still retains the ability to disrupt shipping and energy confidence without fully “closing” the Strait in a formal sense. That is why even modest signs of diplomacy can move oil sharply, and why even a localized drone strike in Kuwait still carries outsized weight. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON IS NOT A SIDESHOW The northern front kept boiling. Reuters reported that Israel now intends to occupy a swathe of southern Lebanon up to the Litani River, with Defense Minister Israel Katz explicitly describing a “security zone” concept. That is not rhetoric you use if you still think this is a short punitive phase. At the tactical level, Hezbollah continued to demonstrate that it can still impose costs, including a direct rocket hit on a building in Kiryat Shmona and earlier casualties in the north. Meanwhile, open source reporting pointed to Israeli strikes in Nabatieh, Rashidiya, Bchamoun and broader southern Lebanese infrastructure, which matches the picture of sustained pressure rather than episodic retaliation. The broader meaning is straightforward. Israel is signaling that if the Iran war ends inconclusively on the Iranian front, it does not intend to leave Hezbollah’s northern threat structure intact and simply hope for the best. Lebanon is being shaped now as part of the endgame, not just the current fight. ━━━━━━━━━━━━━━━━━━ 🇮🇶 IRAQ STAYED ACTIVE TOO Iraq remained active in the background, but it should not be treated as background noise. Open source intel reporting includes repeated reporting on a targeted U.S. strike on a vehicle near Baghdad airport and continued militia related activity tied to U.S. positions and proxy structures. That comes after the prior cycle’s major strikes on PMF and militia command nodes. It fits the larger pattern we have now seen for weeks: Iraq is not the main theater, but it is still one of the places where the war keeps trying to widen horizontally. ━━━━━━━━━━━━━━━━━━ 🌍 THE NEGOTIATION TRACK GOT STRANGER, NOT CLEARER Trump is still publicly presenting the talks as real progress. Reuters reports that Pakistan conveyed a U.S. proposal, with Pakistan or Turkey possible venues, and that Washington has floated a broader framework dealing with nuclear capability, missiles and proxies. At the same time, Iran continues to publicly deny meaningful direct talks and has toughened its public stance, insisting on guarantees, compensation and no rollback of its missile deterrent. What makes the last 24 hours more interesting is the growing focus on who would even talk for the United States. Times of Israel and Jerusalem Post reporting both indicate that JD Vance is increasingly central to the diplomacy, with Tehran reportedly preferring him over Witkoff and Kushner. The diplomatic track here appears as both real and deeply unstable, with questions about who on the Iranian side actually holds authority and whether Washington is now seeking an end state short of outright regime collapse. That shift matters because it tells us something important: Washington increasingly seems to be searching for an off ramp that still looks like victory, while Israel and Gulf allies appear much less comfortable with ending this war before Iran’s military and proxy architecture are degraded further. That tension is now one of the defining features of the conflict. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW 1️⃣ The war is still fully active across multiple fronts Iran hit central Israel again, Kuwait airport was struck, Lebanon stayed hot and Israel kept pounding targets inside Iran. Negotiations did not replace combat. They were layered on top of it. 2️⃣ The pressure on Iran’s internal military system keeps deepening The accumulating pattern of strikes in Tehran, Qazvin, Alborz and other areas suggests a campaign that is still broadening the target set, not narrowing it. Open source reporting in your files strongly supports that picture. 3️⃣ The diplomatic track is real, but it is not clean Trump is selling progress. Iran is denying direct talks. Vance is becoming more central. And nobody looking at the battlefield would conclude that the war is genuinely close to stopping on its own. ━━━━━━━━━━━━━━━━━━ BOTTOM LINE The last 24 hours painted a clearer picture than some of the recent reporting windows. This is no longer just a war of salvos and counterstrikes. It is now a war over end states. Iran is still trying to prove it can widen the cost map, not just hit Israel but keep the Gulf under pressure too. Israel is still trying to prove that sustained, system level degradation inside Iran can continue even while diplomacy swirls overhead. And Washington is trying to find a formula that can stop the war without looking like it backed down. That is why the reporting feels different now. The battlefield is still violent, but the arguments over how this ends are becoming just as important as the strikes themselves.

Inside_Israel_Intel

23,818 次观看 • 4 个月前

$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026
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$AMD $5 Trillion is Inevitable LT| Agentic AI🧵 Agentic AI is the new $5 Trillion TAM 🚨🚨🚨 This thead will do Comp with $INTC and how to quantify this massive Agentic AI demand spike, and forcing Jensen to rush a CPU design. Global Agentic AI Market size is estimated to be $3-$5Trillion TAM by 2030(McKinsey) Quantifying the demand from agentic AI for AMD involves assessing the broader market growth for agentic systems, their unique computational requirements (particularly for CPUs in orchestration and reasoning tasks), and AMD's positioning very well through products like EPYC processors and partnerships. AMD EPYC Venice is the most superior choice in 2026-2027 for most Agentic AI workloads Agentic AI refers to autonomous AI agents that perform multi-step tasks, involving sequential logic, tool integration, and decision-making workloads that heavily rely on CPUs for handling orchestration, memory management, and context switching, rather than just GPU-parallelized training or batch inference. Agentic AI is often cited as 40-100x more "hungry" than traditional AI due to its continuous, 24/7 operation and complex workflows. This stems from factors like chain-of-thought reasoning (multiple LLM calls per query), API/tool interactions, memory management, and orchestration loops, which can generate 10-100x more tokens and require real-time responsiveness. For example, a single agentic query might trigger 5-20 model inferences, making it 10-20x more compute-intensive than simple chatbots, and the always-on nature compounds this to 40-100x overall. Nvidia's CEO has highlighted this as driving "easily 100x more computation" for inference in agentic/reasoning setups. AMD's EPYC Venice (6th Gen EPYC, codenamed "Venice") and Intel's Xeon 7 Diamond Rapids represent the pinnacle of server CPU technology in 2026, both targeting high-performance data center workloads like AI inference, agentic AI orchestration, cloud computing, and HPC. Venice builds on AMD's Zen 6 architecture, emphasizing core density and efficiency, while Diamond Rapids leverages Intel's Panther Cove P-cores for balanced performance. Both chips adopt similar advancements like 16-channel DDR5 memory and PCIe Gen 6, but differ in core counts, process nodes, and overall design philosophy. Intel has faced acute supply constraints across its Xeon lineup, including legacy nodes (Intel 7/3) and the ramping 18A process for next-gen parts. Intel shortage is expected with lead times up to 6 months or longer. 1. AMD EPYC Venice vs Intel Xeon 7 Diamond Rapids Architecture AMD: Zen 6 chiplet design with 8 CCDs and dual IODs Intel: Panther Cove P-cores; multi-die architecture with 4 compute tiles Core/Thread Count AMD: Up to 256 cores / 512 threads (Zen 6c variant) Intel: Up to 192 cores / 192 threads Process Node AMD: TSMC N2 (2nm) Intel: Intel 18A (1.8nm-class); in-house fab Memory Support AMD: 16-channel DDR5; up to 1.6 TB/s bandwidth. Intel: 16-channel DDR5 ; up to 1.6 TB/s bandwidth I/O and Connectivity AMD: PCIe Gen 6 (up to 128 lanes); twice the CPU-to-GPU bandwidth Intel: PCIe Gen 6 (up to 128 lanes); LGA 9324 socket Power (TDP) AMD: Starting 400-500W, potentially lower due to efficiency gains from TSMC 2nm Intel: Starting 400-500W, as it targets competitive efficiency Performance Projections AMD: Up to 70% uplift vs. 5th Gen Turin (1.7x in multi-threaded/AI tasks) Intel: ~40% faster than Granite Rapids (Xeon 6, 128-core). Lags AMD in per-core perf and 40-50% behind Venice core-for-core comp Target Workloads AMD: AI inference/orchestration, HPC, cloud virtualization. Partnerships Intel: Hyperscale AI, general enterprise. Custom silicon Pricing: AMD: estimated $10k-$20k for top SKUs Intel: estimated $8-$18k Availability: AMD: Significant Ramp H2 2026 due to higher allocation from TSMC Intel: H1-H2 2026 delayed, but trying to catch up Overall: ~Venice's 256 cores provide a 33% edge over Diamond Rapids' 192, making it superior for massively parallel tasks like AI training/inference or virtualization ~TSMC's N2 vs. Intel 18A debates rage on which is "better," but AMD's mature chiplet approach yields better density ( 32 cores/CCD vs. Intel's 48/tile). Venice's redesign reduces latency, aiding agentic AI where CPUs handle orchestration ~ Early projections show Venice widening AMD's lead matching or exceeding Diamond Rapids' perf with fewer watts in multi-threaded benchmarks. Intel's no-SMT design (to prioritize AI) handicaps it vs. AMD's 512 threads, though Clearwater Forest (E-core) could compete in density-focused niches. ~Power & Cooling: Both push above 400-500W, demanding liquid cooling. ~AMD been taking market share now above 40%. AMD EPYC Venice emerges as the superior choice in 2026 for most server workloads. Its higher core/thread count (256/512 vs. 192/192), stronger per-core performance, and architecture optimized for AI-driven tasks (agentic orchestration with GPU integration) provide decisive advantages in throughput, scalability, and efficiency. Projections indicate Venice delivering 1.7x the performance of prior gens while widening the gap over Intel ( 40-70% leads in multi-threaded benchmarks). AMD's fabless model with TSMC ensures reliable scaling, and its ecosystem ( open ROCm) appeals to AI adopters. Intel's Diamond Rapids is competitive in single-threaded enterprise apps and custom hyperscale ( NVLink), with potential fab advantages for supply/security. However, without SMT and lower density, it falls short in core-for-core battles—exposing Intel to another generation of AMD dominance unless 18A yields surprise efficiency gains. For data centers prioritizing raw compute ( AI, HPC), Venice wins; for Intel-centric ecosystems or specialized I/O, Diamond Rapids holds ground. Real benchmarks post-launch will confirm, but logic points to AMD pulling ahead. 2. Market size , Potential Revenue and Supply Global Agentic AI market size is projected to be $3-$5 Trillion by 2030 according to McKinsey, where consensus points to 40-50% CAGR driven by small to large enterprise demand. I also wrote a full thread on how and why Agentic AI is so explosive that AMD will blow all anlaysts estimate for subscribers. Link below if you are interested. AMD's data center segment hit a record $5.4B in Q4 2025 (up 39% YoY), with EPYC shipments ramping due to agentic demand. With 2GW of deployment in H2 2026, AMD AI data center revenue has $40-$50B+ at the lowest or most conservative projection; or Total Revenue in the $77-$94B For FY2026. However, Agentic AI massive demand spike could send EPYC revenue 3x to 4x in the next few years, potentially surpassing MI series GPU demand as enterprises prioritize CPU-dense Rack setups. This is pushing $NVDA Jensen to rush a CPU design and acquired Groq, a new CPU player due to this massive TAM. Noted that this is just popping just in weeks, highlighting we are just so early in this AI Supercycle and the pace of adoption is insane, and clearly productivity will skyrocket. Why? Because Agentic AI is 24/7 Smart AI agent working for you or your businesses is a mad compelling, and it is estimated to be 40-100x more Inference Hugnry! Many experts already said it is impossible to project this kind of Inference Demand. AI CapEx is expected to ramp up even more in 2027-2028-2029 and 2030 as Global Agentic AI is going to scale to $3-$5 Trillion TAM by 2030. The nature of Agentic is driving higher CPU/GPU ratio, with CPUs handling 50-90% of Agentic workflows. For example, The current Helios Rack: 18 compute trays per rack with 72 GPUs + 18 CPUs. The beauty of this $META and $AMD long term partnership is, that it is absolutely flexible to adjust racks to higher CPU rato or equal to service different needs. Helios rack can be easily swap to 2 GPUs 2CPUs or even CPUs only trays for dedicated orchestration/head nodes. You see, the beauty of this open rack-scale is flexibility and evolvability. If Agentic AI demand pushes much higher, AMD should be able to adjust variant trays without abandoning Heilos Rack. We can't talk just about massive Agentic AI demand without talking about the Supply side or TSMC. TSMC, AMD's primary foundry for advanced nodes ( Zen 6/Venice on N2/2nm), is addressing AI-driven shortages through massive expansions. TSMC accelerates fab construction with up to 10 facilities targeted for 2026. TSMC is accelerating its domestic manufacturing expansion, with industry sources indicating that as many as ten fabs could be under construction or preparing to begin operations across Taiwan’s major science parks. TSMC Capex: $52-56B in 2026 (up 37% YoY), with $45B already approved for new/upgraded capacities. 70-80% for advanced processes (2nm/A16), 10-20% for packaging (CoWoS quadrupling to 120-140K wafers/month by late 2026). In addition, Taiwanese companies (led by TSMC) commit to at least $250B in direct investments in US-based advanced semiconductor, AI, and energy production/innovation capacity.Taiwan provides $250B in government credit guarantees to facilitate additional investments and build a full US semiconductor ecosystem (including industrial parks). TSMC completed a second land purchase in Arizona (January 2026) for gigafab scaling, with an additional $100B+ (potentially four more modules) to further expand and qualify for tariff exemptions. AMD with secured 12GW from OpenAI and $META and massive Agentic AI will mean higher priority acess to 20-30% more wafers on TSMC advanced nodes, as TSMC has multi-year agreements with AMD for AI chips. Dr. C. C. Wei, CEO of TSMC quote: "I spend a lot of time in the last three or four months talking to my customer and then customers. Customer. I want to make sure that my customers demand are real. I talk to those cloud service providers, all of them. Their answer is. I'm quite satisfied with their answer. Actually they show me the evidence that the AI really help their business. So they grow their business successfully and he or she in their financial return. So I also double check their financial status. They are very rich." Amid shortages, the US buildout ensures AMD can ramp production of Instinct GPUs and EPYC CPUs without the constraints hitting competitors like Intel. By diversifying away from Taiwan (85% of advanced nodes today), the agreement mitigates supply disruptions, ensuring stable flows for AMD's chips. Scaling production and securing supply will matter for AMD the most in the next 5-10 years growth. The growth could be 80-100% YoY or higher; or it could be in the 60%. The aggressive TSMC supply ramp is reassuring the higher growth point. Conclusion: AMD stands at a pivotal inflection point in 2026, where the explosive rise of agentic AI demanding 40-100x more inference compute through its 24/7, multi-step orchestration positions the company to potentially triple its EPYC CPU revenue to $45-60B+ by 2028 while scaling Instinct GPUs to tens of billions annually by 2027. Agentic AI demand could push AI CapEx closer to $1 Trillion in 2027, far higher than most estimates. Dr. Lisa Su, AMD's visionary CEO, is masterfully securing supply to harness this massive demand by prioritizing operational execution and deep TSMC collaboration, ensuring readiness for the second-half 2026 AI ramp. Dr. Su has explicitly called out surging EPYC demand for agentic tasks where CPUs power head nodes and traditional workloads alongside GPUs while guiding for data center dominance through proactive capacity planning and partnerships like Nutanix ($150M investment for open agentic platforms) or providing tens of millions CPUs for OpenAI, $META, $ORCL, $AMZN, $MSFT, $GOOGL and others. Her strategy includes multi-year TSMC agreements for advanced nodes (N2 for Venice CPUs and future Instincts), diversifying beyond Taiwan to mitigate risks, and unveiling innovations like the MI455X GPU at CES 2026, which she touted as enabling "the next trillion-dollar market opportunity" in physical AI. Dr. Su's forward-looking vision predicting AI reaching 5 billion users emphasizes "AI everywhere," backed by hardware like Ryzen AI chips, all while declaring demand "going through the roof" and committing to scale without bottlenecks. TSMC's aggressive ramp-up, fueled by $52-56B in 2026 capex (up 37% YoY) and 10+ new fabs across Taiwan, the US (Arizona cluster expanding to 6+ modules with $165B+ investment), Japan, and Europe, provides profound reassurance for AMD's supply stability. The January 2026 US-Taiwan agreement committing $250B in investments and credit guarantees for US reshoring accelerates this, granting tariff relief (15% rates with 1.5-2.5x exemptions) tied to capacity buildouts, enabling TSMC to potentially double output over the decade to meet AI wafer hunger. This translates to 20-30% higher wafer allocations on key nodes, sidestepping Intel-like shortages and empowering Dr. Su's team to deliver on hyperscaler demands without disruption. Ultimately, this synergy cements AMD's leadership in the agentic era, promising sustained growth, $5T+ valuations at scale, and a resilient path forward as AI reshapes the world. This is NOT Financial Advice! Video source: AMD CES 2026

Mike

44,460 次观看 • 5 个月前

If you're a Christian man, it is obvious to see that the world is controlled by Satan. Everywhere you look, we see evidence of this—from entertainment to politics to social media. It is clear that the enemy's agenda is at play, and it's an agenda designed to sabotage the men who have influence in the kingdom of God. And if you’re an entrepreneur who’s been struggling with your weight… You are being affected by this satanic agenda. Why Your Health Is Under Spiritual Attack: My name is Gabe Pluguez, and since 2019, alongside my business partner Joey Yochheim | Default Kings , we’ve been helping men break free from unhealthy patterns—for good. And we don’t just help men “get in shape.” We teach them a faith-based approach to changing their unhealthy habits so that they actually keep the weight off permanently. Like Jim— shown in the video, a 70-year-old C-suite executive who lost 53 lbs in 5 months, kept it off through the holidays, and has sustained it since after working together. Like Alex— shown in the video, a crypto entrepreneur and a dad of one who’s lost more than 40 lbs, has gotten abs, competes in Jiu-Jitsu, and has kept it off for over 2 years since after working together. Like Gavin— shown in the video, a 50-year-old father of six who was busy running multiple businesses but still lost 32 lbs in just 12 weeks. Or like Vinnie— shown in the video, an entrepreneur who’s lost 50 lbs and has kept it off for over 2 years since after working together. So here’s the thing. You already know the truth. You know that you shouldn’t be eating garbage. You know that you should be exercising consistently. You know that God made you in His image and that you’re designed to be strong and actually commanded to honor the body He gave you to carry out His mission for your life. Yet… that's not the reality you're experiencing. Why You Keep Failing to Fix This (Romans 7:15) You're experiencing exactly what Paul talks about in Romans 7:15: “I do not understand what I do. For what I want to do, I do not do, but what I hate, I do.” These are your unhealthy default actions. And if you’re like most Christian entrepreneurs, you’re probably sacrificing your health at the altar of your business. You tell yourself: • “I’ll fix it later.” • “Business and family obligations come before me.” But here’s something that might make you uneasy… That is the exact lie that the enemy wants you to believe. The Lie That’s Keeping You Weak, Tired, and Ineffective: Satan wants you to believe the lie that you are incapable of honoring your body while stewarding everything else. He wants you: ❌ Exhausted ❌ Weakened ❌ A slave to gluttony and sloth ❌ To set a poor example to the people you’re called to lead And additionally... Satan wants you dead... Early... Because if your body is weak, you’re easier to tempt. If you’re out of control, you have less influence over the people you’re supposed to lead. And if you die early—then you’re not even here. And maybe you’ve known this for a while. You’ve tried keto, intermittent fasting, Weight Watchers, Personal Trainers, or even Ozempic… But here’s the part you haven’t heard before. You’ve Been Lied To. You’ve been trying to use a temporary Band-Aid on a spiritual wound. Mainstream diet methods promise a quick fix… but they leave you discouraged and defeated. That’s why studies show that 90% of people who try these diets gain the weight back. And after so many repeated failures, you start to accept the lie from the enemy— “I just can’t figure out this one area of life.” And here’s what makes it even worse. Your pastors aren’t helping—they don’t talk about gluttony because they’re still struggling with it themselves. Other Christians make it harder. They say: 💬 "It’s no big deal!" 💬 "God gives you grace!" 💬 "Come on, one donut won’t hurt!" But I need you to ask yourself: Are the men telling you this the type of men you respect? Are they disciplined? Are they leading by example? Or are they justifying their own addiction to comfort? How I Know Exactly What You’re Feeling: Maybe you’re reading this, and you already know all of this. You know you shouldn’t be eating junk… but you do. You know you should be working out… but you skip it. You know you should stop turning to food for comfort… but you still do. And if you’re feeling convicted right now, I understand. Because I was once enslaved to sin in the exact same way. For over a decade, I was addicted to pornography. I was having premarital sex while still trying to be a Christian leader. I read my Bible, went to church, and knew exactly what I needed to do… Yet I kept falling into the same old pattern. I felt like I fraud. And, there was even this moment when I was finally convicted—just like you are now. I told my ex-fiance: “We’re not having sex anymore.” She looked me dead in the eyes and said: “If we’re not going to do that, then I’m leaving.” And I looked right back at her and said: “Okay. Leave. I choose Jesus.” She walked out the door. And I was proud of myself. I thought: “Thank you, Lord, for the strength to make this decision. I can finally honor You.” And then… Less than 24 hours later, I completely caved. I went right back to the very sin I swore to leave behind. And I remember standing in the bathroom afterward, looking in the mirror, so disgusted with myself that I couldn’t even make eye contact with my own reflection. I had completely lost hope. I told the devil: "You win." But that was a lie. And what I experienced next completely changed my life— And it’s the exact same process that will change yours. The Turning Point: How Everything Changed When I applied the process that I’m going to share with you today, not only did everything change… I experienced blessings in this area of my life that were so far beyond anything I had ever imagined. I broke free from addiction, married the love of my life, started working on a family, and 10x'ed my business, all while staying consistent and leveling up in my own fitness And that’s when I realized: 👉 This isn’t just about losing weight. 👉 This isn’t just about not being fat anymore. This is about the blessings that God has for you on the other side of discipline—blessings so powerful, so life-changing, that once you experience them, you will be incapable of doing anything except saying, “Glory to You, Lord.” How Do You Actually Go About Doing This? This is the exact process that I’ve helped over 800 guys (at the time of this post) go through inside our Christian-focused coaching company, Joey and I were responsible for all the transformations you'll see at These were men just like you. Men who were: • Losing weight temporarily but always gaining it back. • Struggling with multi-decade-long food addictions. • Convicted that they were called for more. • Fathers, husbands, even pastors—who knew God could redeem this area of their life but struggled to connect their faith to their fitness. But they finally broke free. And there were three key things that made that transformation possible. #1: They Changed the Unhealthy Default Actions That Were Keeping Them Stuck All of these men were struggling with things like: ❌ Overeating and mindless snacking ❌ Skipping workouts ❌ Eating late at night, binge eating ❌ Hitting snooze, sleeping in ❌ Overdrinking, struggling with food addiction ❌ Falling off the wagon on weekends, vacations, or business travel And worst of all? 👉 They would lose some weight… then let their habits slip again… which led to the weight coming back. 👉 Their body fat affected not just how they fit in clothes, but how other people saw them—even their daughters and wives started noticing and nagging them about it. 👉 For some of them, their hearts had become ticking time bombs, and they knew if they didn’t change, they would eventually suffer consequences that affected not just them, but their families and marriages. And even though you would think these things would be motivating enough… Like you’re probably thinking right now, “I should be motivated enough to change.” They were still choosing: ❌ Comfort over discipline. ❌ Food over their families. ❌ Laziness over being the leader their people needed them to be. #2: They Didn’t Have a Sustainable, Effective Approach That Worked With Their Busy Life Most of them had already tried: 📌 Dieting, weight loss challenges, personal trainers. 📌 Just trying to “get serious” and eat cleaner. 📌 Fad diets like Keto or Intermittent Fasting. 📌 Making their wife their accountability partner (which never works, because no man wants his wife to be his mommy—and no wife wants to be her husbands mommy). But nothing worked, because none of these were tailored to their bodies, goals, and lifestyle. 👉 The plans didn’t fit the busyness of home life and work. 👉 They didn’t account for vacations, networking events, or client dinners. 👉 They made them feel weird or awkward at dinner time with friends and family. 👉 The nutrition was too complicated for their wives to support. And worst of all? They were straight-up unsustainable. So they would always fall off the wagon—and the weight would always come back. #3: They Didn’t Have Real Accountability From Other Christian Men They Respected They tried using: ❌ Their wives (again—no wife wants to be their husband’s accountability partner). ❌ Their business network (but those guys were focused on business, not health). ❌ Their church groups (but their brothers in Christ didn’t have the specialized knowledge to help them actually execute). So between: ❌ Unhealthy default actions ❌ A lack of a sustainable, effective plan ❌ Not having real accountability They stayed stuck. That’s Why Default Kings Is Different We developed a system that actually works—one that helps you realign your default actions with your true identity in Christ. Because the problem isn’t that you don’t care. The problem isn’t that you’re unaware of these things. The problem is that your current system is failing you. Right now: 📌 Your default actions have brought you here. 📌 You don’t have a sustainable approach. 📌 You don’t have an effective plan. 📌 Your environment is full of people who reinforce your excuses instead of calling you higher. And every time you try to change, you keep getting pulled back into the same cycle. That’s exactly why we built Default Kings. Because this is not just another weight loss program. This is a battle plan for Christian men. A system designed to permanently rewire your habits. A system designed to rebuild your discipline. A system designed to finally help you take back control of your body and mind. Here’s What You’ll Get Inside Default Kings: 1. A Network of Christian Entrepreneurs Who Refuse to Let You Fail You’ll be surrounded by other Christian entrepreneurs who are walking the same walk. You’ll see the men who have already broken free. And when life gets hard, when you get busy, when motivation fades…This brotherhood will step in and keep you accountable. Because this isn’t just about fitness. This is about transforming into the man God called you to be. 2. The Default Actions Framework This is where the mindset shift happens. We help you reprogram your default actions at the core so that: ✅ Instead of battling cravings, you instinctively make better food choices. ✅ Instead of forcing yourself to work out, you naturally show up and execute. ✅ Instead of gaining the weight back, you become the man whose habits keep the weight off. This isn’t about forcing discipline. This is about making discipline natural. 3. A Simple, Results-Driven Eating System That Works in Real Life Forget: ❌ Extreme diets. ❌ Cutting out carbs or red meat. ❌ Being too busy to eat healthy. You’ll learn to eat in a way that actually increases your energy while still enjoying life. You will not be: ❌ That weird guy bringing Tupperware to client dinners. ❌ The guy starving himself and feeling miserable. ❌ The guy who can’t enjoy a meal with his wife and kids. This is not a temporary fix. This is a sustainable way of eating that you can stick to for good. 4. A Custom Training System Designed for Busy Christian Men Your training plan will be completely customized to fit your schedule. You don’t have time to train like a bodybuilder for 2 hours a day—so we focus on efficiency. 📌 If you can commit just 45 minutes, 3–4 times a week, you can do this. 📌 If you’re even busier, we can make it even more efficient. 📌 If you have more time and want to push harder, we’ll structure it accordingly. This isn’t just about losing weight. This is about building muscle and becoming physically capable—so that when the weight is off, you look in the mirror and see a man who reflects the strength and discipline God created you to have. 5. Direct Access to Expert Coaching and 24/7 Accountability You will not be left to figure this out alone. Inside Default Kings, you’ll have one-on-one access to: ✔️ Me ✔️ Joey ✔️ Our client success specialists Whenever you have a question, need an adjustment, or feel stuck, you will have direct access to expert support. No matter: 📌 What adjustments you need 📌 What schedule changes come up 📌 What travel plans you have We will personally make sure you stay on track. And even if you have pre-existing injuries or limitations, we will customize everything specifically for you. 6. Weekly Live Group Coaching Calls Inside the DK Inner Circle, you’ll have access to weekly group coaching calls where we’ll: 📌 Give you direct feedback to ensure you see results as quickly as possible. 📌 Help you rewire your default actions and overcome spiritual and mental barriers. 📌 Bring our faith into our fitness—yes, some of these calls will involve opening your Bible and seeing what God has to say about your health, habits, and mindset. This isn’t just physical transformation. This is spiritual transformation. 7. The Default Kings Private App Everything you need will be housed inside our private DK app, including: 📌 Your custom, step-by-step workout plans so you know exactly what to do. 📌 Structured meal guidance that adapts to your life. 📌 Real-time progress tracking so you can see how far you’ve come. No more guessing what to eat or wasting time in the gym not knowing what to do. This is a battle-tested system built to make results effortless. And yes—if you have any injuries or limitations, the entire plan will be built specifically for you. The Most Complete System Ever Created for Christian Entrepreneurs: 📌 This isn’t just another weight loss program. 📌 This isn’t a fad diet. 📌 This isn’t another “challenge” that leaves you gaining the weight back. This is the most complete system ever created for Christian men who are ready to: ✅ Change their default actions ✅ Lose the weight ✅ Keep it off—permanently And when you join Default Kings, you’re stepping into more than just a plan. 👉 You’re removing the obstacles that have kept you stuck. 👉 You’re eliminating the second-guessing and the self-doubt. 👉 You’re finally committing to a system that guarantees you never fall off track again. The Default Kings Promise: We guarantee that: ✔️ You will lose between 10–50 lbs in the next 90 days—or we’ll refund you in full. ✔️ You will keep the weight off—or we’ll refund you in full. If you follow the system, stay coachable, and engage in the process, this will be the last fitness program you will ever need. However—if you: ❌ Ignore the coaching ❌ Skip the workouts ❌ Refuse to be communicative, honest, and humble Then, of course, nothing will work. That’s why we track your progress every single day. We are personally committed to your success. 📌 If you struggle, we’ll step in. 📌 If you start to slip, we’ll call you higher. 📌 If you feel lost, we’ll guide you back. That is the entire purpose of Default Kings. We are here to make sure you win. Right Now, you are standing at a crossroads. You have three choices—and only one leads to transformation. Path #1: Do Nothing. Go back to life as it is. Click away from this page, pretend like you never saw this, open up the Uber Eats app, and order another comfort meal. Keep making excuses. Keep telling yourself, “I’ll figure it out later.” And six months from now? Nothing will change. Six years from now? You’ll still be frustrated, still lacking discipline, still convicted every time you look in the mirror—until you just accept it. And when that moment comes, you’ll wish you had taken action today. If you go that route, I pray for you and trust in God’s plan for your life. Path #2: Try to Do It Alone. You can take what you learn on X or chat GPT and try to piece together your own plan. You can do hours of research, attempt to hold yourself accountable, and try to willpower your way through it. And while that’s better than doing nothing… That’s the most common way that men fail. Because if you were capable of holding yourself accountable, you would have done it by now. If you had the time and knowledge to create a sustainable, effective, Biblically based fitness plan that works for your lifestyle, you would have done it by now. But you don’t need just another diet plan. You don’t need just another workout routine. You need a proven system that: ✅ Removes the confusion so you’re never guessing what to do next. ✅ Holds you accountable so you never fall off track again. ✅ Surrounds you with strong, Christian men who push you to succeed. ✅ Rewires your habits so that discipline becomes automatic. Going at this alone means you don’t have the coaching when you need help. It means you don’t have a group of men who can come into agreement with you about what God can do in this area of your life. It means you don’t have the battle-tested frameworks that have helped 800+ Christian men permanently transform their health. And that’s why most men who try to figure it out themselves end up right back where they started—or talking to me again six months later. Path #3: Say “Maybe.” You don’t have to say yes right now. Just say maybe. Maybe you’ve tried and failed before. Maybe you’ve thought about committing to a plan before. Maybe you know you need a real system that actually works for high-achieving Christian men. If that’s the case, then I want to make this easy for you. Instead of asking you to commit to the entire program right now, I’m asking you to commit to just a few minutes of your time for a Free Fat Loss Assessment. 📌 You’ll chat directly with me, Joey, or one of the other experts on our team. 📌 We’ll dive deep into the root cause of why you keep losing weight and gaining it back.| 📌 We’ll give you clear action steps on how to fix this permanently.| And if it makes sense, we’ll show you exactly how Default Kings works. This time is different. This time, you will win. But you have to take the first step. Click the link below and book your Free Fat Loss assessment today. 👇
25:32

If you're a Christian man, it is obvious to see that the world is controlled by Satan. Everywhere you look, we see evidence of this—from entertainment to politics to social media. It is clear that the enemy's agenda is at play, and it's an agenda designed to sabotage the men who have influence in the kingdom of God. And if you’re an entrepreneur who’s been struggling with your weight… You are being affected by this satanic agenda. Why Your Health Is Under Spiritual Attack: My name is Gabe Pluguez, and since 2019, alongside my business partner Joey Yochheim | Default Kings , we’ve been helping men break free from unhealthy patterns—for good. And we don’t just help men “get in shape.” We teach them a faith-based approach to changing their unhealthy habits so that they actually keep the weight off permanently. Like Jim— shown in the video, a 70-year-old C-suite executive who lost 53 lbs in 5 months, kept it off through the holidays, and has sustained it since after working together. Like Alex— shown in the video, a crypto entrepreneur and a dad of one who’s lost more than 40 lbs, has gotten abs, competes in Jiu-Jitsu, and has kept it off for over 2 years since after working together. Like Gavin— shown in the video, a 50-year-old father of six who was busy running multiple businesses but still lost 32 lbs in just 12 weeks. Or like Vinnie— shown in the video, an entrepreneur who’s lost 50 lbs and has kept it off for over 2 years since after working together. So here’s the thing. You already know the truth. You know that you shouldn’t be eating garbage. You know that you should be exercising consistently. You know that God made you in His image and that you’re designed to be strong and actually commanded to honor the body He gave you to carry out His mission for your life. Yet… that's not the reality you're experiencing. Why You Keep Failing to Fix This (Romans 7:15) You're experiencing exactly what Paul talks about in Romans 7:15: “I do not understand what I do. For what I want to do, I do not do, but what I hate, I do.” These are your unhealthy default actions. And if you’re like most Christian entrepreneurs, you’re probably sacrificing your health at the altar of your business. You tell yourself: • “I’ll fix it later.” • “Business and family obligations come before me.” But here’s something that might make you uneasy… That is the exact lie that the enemy wants you to believe. The Lie That’s Keeping You Weak, Tired, and Ineffective: Satan wants you to believe the lie that you are incapable of honoring your body while stewarding everything else. He wants you: ❌ Exhausted ❌ Weakened ❌ A slave to gluttony and sloth ❌ To set a poor example to the people you’re called to lead And additionally... Satan wants you dead... Early... Because if your body is weak, you’re easier to tempt. If you’re out of control, you have less influence over the people you’re supposed to lead. And if you die early—then you’re not even here. And maybe you’ve known this for a while. You’ve tried keto, intermittent fasting, Weight Watchers, Personal Trainers, or even Ozempic… But here’s the part you haven’t heard before. You’ve Been Lied To. You’ve been trying to use a temporary Band-Aid on a spiritual wound. Mainstream diet methods promise a quick fix… but they leave you discouraged and defeated. That’s why studies show that 90% of people who try these diets gain the weight back. And after so many repeated failures, you start to accept the lie from the enemy— “I just can’t figure out this one area of life.” And here’s what makes it even worse. Your pastors aren’t helping—they don’t talk about gluttony because they’re still struggling with it themselves. Other Christians make it harder. They say: 💬 "It’s no big deal!" 💬 "God gives you grace!" 💬 "Come on, one donut won’t hurt!" But I need you to ask yourself: Are the men telling you this the type of men you respect? Are they disciplined? Are they leading by example? Or are they justifying their own addiction to comfort? How I Know Exactly What You’re Feeling: Maybe you’re reading this, and you already know all of this. You know you shouldn’t be eating junk… but you do. You know you should be working out… but you skip it. You know you should stop turning to food for comfort… but you still do. And if you’re feeling convicted right now, I understand. Because I was once enslaved to sin in the exact same way. For over a decade, I was addicted to pornography. I was having premarital sex while still trying to be a Christian leader. I read my Bible, went to church, and knew exactly what I needed to do… Yet I kept falling into the same old pattern. I felt like I fraud. And, there was even this moment when I was finally convicted—just like you are now. I told my ex-fiance: “We’re not having sex anymore.” She looked me dead in the eyes and said: “If we’re not going to do that, then I’m leaving.” And I looked right back at her and said: “Okay. Leave. I choose Jesus.” She walked out the door. And I was proud of myself. I thought: “Thank you, Lord, for the strength to make this decision. I can finally honor You.” And then… Less than 24 hours later, I completely caved. I went right back to the very sin I swore to leave behind. And I remember standing in the bathroom afterward, looking in the mirror, so disgusted with myself that I couldn’t even make eye contact with my own reflection. I had completely lost hope. I told the devil: "You win." But that was a lie. And what I experienced next completely changed my life— And it’s the exact same process that will change yours. The Turning Point: How Everything Changed When I applied the process that I’m going to share with you today, not only did everything change… I experienced blessings in this area of my life that were so far beyond anything I had ever imagined. I broke free from addiction, married the love of my life, started working on a family, and 10x'ed my business, all while staying consistent and leveling up in my own fitness And that’s when I realized: 👉 This isn’t just about losing weight. 👉 This isn’t just about not being fat anymore. This is about the blessings that God has for you on the other side of discipline—blessings so powerful, so life-changing, that once you experience them, you will be incapable of doing anything except saying, “Glory to You, Lord.” How Do You Actually Go About Doing This? This is the exact process that I’ve helped over 800 guys (at the time of this post) go through inside our Christian-focused coaching company, Joey and I were responsible for all the transformations you'll see at These were men just like you. Men who were: • Losing weight temporarily but always gaining it back. • Struggling with multi-decade-long food addictions. • Convicted that they were called for more. • Fathers, husbands, even pastors—who knew God could redeem this area of their life but struggled to connect their faith to their fitness. But they finally broke free. And there were three key things that made that transformation possible. #1: They Changed the Unhealthy Default Actions That Were Keeping Them Stuck All of these men were struggling with things like: ❌ Overeating and mindless snacking ❌ Skipping workouts ❌ Eating late at night, binge eating ❌ Hitting snooze, sleeping in ❌ Overdrinking, struggling with food addiction ❌ Falling off the wagon on weekends, vacations, or business travel And worst of all? 👉 They would lose some weight… then let their habits slip again… which led to the weight coming back. 👉 Their body fat affected not just how they fit in clothes, but how other people saw them—even their daughters and wives started noticing and nagging them about it. 👉 For some of them, their hearts had become ticking time bombs, and they knew if they didn’t change, they would eventually suffer consequences that affected not just them, but their families and marriages. And even though you would think these things would be motivating enough… Like you’re probably thinking right now, “I should be motivated enough to change.” They were still choosing: ❌ Comfort over discipline. ❌ Food over their families. ❌ Laziness over being the leader their people needed them to be. #2: They Didn’t Have a Sustainable, Effective Approach That Worked With Their Busy Life Most of them had already tried: 📌 Dieting, weight loss challenges, personal trainers. 📌 Just trying to “get serious” and eat cleaner. 📌 Fad diets like Keto or Intermittent Fasting. 📌 Making their wife their accountability partner (which never works, because no man wants his wife to be his mommy—and no wife wants to be her husbands mommy). But nothing worked, because none of these were tailored to their bodies, goals, and lifestyle. 👉 The plans didn’t fit the busyness of home life and work. 👉 They didn’t account for vacations, networking events, or client dinners. 👉 They made them feel weird or awkward at dinner time with friends and family. 👉 The nutrition was too complicated for their wives to support. And worst of all? They were straight-up unsustainable. So they would always fall off the wagon—and the weight would always come back. #3: They Didn’t Have Real Accountability From Other Christian Men They Respected They tried using: ❌ Their wives (again—no wife wants to be their husband’s accountability partner). ❌ Their business network (but those guys were focused on business, not health). ❌ Their church groups (but their brothers in Christ didn’t have the specialized knowledge to help them actually execute). So between: ❌ Unhealthy default actions ❌ A lack of a sustainable, effective plan ❌ Not having real accountability They stayed stuck. That’s Why Default Kings Is Different We developed a system that actually works—one that helps you realign your default actions with your true identity in Christ. Because the problem isn’t that you don’t care. The problem isn’t that you’re unaware of these things. The problem is that your current system is failing you. Right now: 📌 Your default actions have brought you here. 📌 You don’t have a sustainable approach. 📌 You don’t have an effective plan. 📌 Your environment is full of people who reinforce your excuses instead of calling you higher. And every time you try to change, you keep getting pulled back into the same cycle. That’s exactly why we built Default Kings. Because this is not just another weight loss program. This is a battle plan for Christian men. A system designed to permanently rewire your habits. A system designed to rebuild your discipline. A system designed to finally help you take back control of your body and mind. Here’s What You’ll Get Inside Default Kings: 1. A Network of Christian Entrepreneurs Who Refuse to Let You Fail You’ll be surrounded by other Christian entrepreneurs who are walking the same walk. You’ll see the men who have already broken free. And when life gets hard, when you get busy, when motivation fades…This brotherhood will step in and keep you accountable. Because this isn’t just about fitness. This is about transforming into the man God called you to be. 2. The Default Actions Framework This is where the mindset shift happens. We help you reprogram your default actions at the core so that: ✅ Instead of battling cravings, you instinctively make better food choices. ✅ Instead of forcing yourself to work out, you naturally show up and execute. ✅ Instead of gaining the weight back, you become the man whose habits keep the weight off. This isn’t about forcing discipline. This is about making discipline natural. 3. A Simple, Results-Driven Eating System That Works in Real Life Forget: ❌ Extreme diets. ❌ Cutting out carbs or red meat. ❌ Being too busy to eat healthy. You’ll learn to eat in a way that actually increases your energy while still enjoying life. You will not be: ❌ That weird guy bringing Tupperware to client dinners. ❌ The guy starving himself and feeling miserable. ❌ The guy who can’t enjoy a meal with his wife and kids. This is not a temporary fix. This is a sustainable way of eating that you can stick to for good. 4. A Custom Training System Designed for Busy Christian Men Your training plan will be completely customized to fit your schedule. You don’t have time to train like a bodybuilder for 2 hours a day—so we focus on efficiency. 📌 If you can commit just 45 minutes, 3–4 times a week, you can do this. 📌 If you’re even busier, we can make it even more efficient. 📌 If you have more time and want to push harder, we’ll structure it accordingly. This isn’t just about losing weight. This is about building muscle and becoming physically capable—so that when the weight is off, you look in the mirror and see a man who reflects the strength and discipline God created you to have. 5. Direct Access to Expert Coaching and 24/7 Accountability You will not be left to figure this out alone. Inside Default Kings, you’ll have one-on-one access to: ✔️ Me ✔️ Joey ✔️ Our client success specialists Whenever you have a question, need an adjustment, or feel stuck, you will have direct access to expert support. No matter: 📌 What adjustments you need 📌 What schedule changes come up 📌 What travel plans you have We will personally make sure you stay on track. And even if you have pre-existing injuries or limitations, we will customize everything specifically for you. 6. Weekly Live Group Coaching Calls Inside the DK Inner Circle, you’ll have access to weekly group coaching calls where we’ll: 📌 Give you direct feedback to ensure you see results as quickly as possible. 📌 Help you rewire your default actions and overcome spiritual and mental barriers. 📌 Bring our faith into our fitness—yes, some of these calls will involve opening your Bible and seeing what God has to say about your health, habits, and mindset. This isn’t just physical transformation. This is spiritual transformation. 7. The Default Kings Private App Everything you need will be housed inside our private DK app, including: 📌 Your custom, step-by-step workout plans so you know exactly what to do. 📌 Structured meal guidance that adapts to your life. 📌 Real-time progress tracking so you can see how far you’ve come. No more guessing what to eat or wasting time in the gym not knowing what to do. This is a battle-tested system built to make results effortless. And yes—if you have any injuries or limitations, the entire plan will be built specifically for you. The Most Complete System Ever Created for Christian Entrepreneurs: 📌 This isn’t just another weight loss program. 📌 This isn’t a fad diet. 📌 This isn’t another “challenge” that leaves you gaining the weight back. This is the most complete system ever created for Christian men who are ready to: ✅ Change their default actions ✅ Lose the weight ✅ Keep it off—permanently And when you join Default Kings, you’re stepping into more than just a plan. 👉 You’re removing the obstacles that have kept you stuck. 👉 You’re eliminating the second-guessing and the self-doubt. 👉 You’re finally committing to a system that guarantees you never fall off track again. The Default Kings Promise: We guarantee that: ✔️ You will lose between 10–50 lbs in the next 90 days—or we’ll refund you in full. ✔️ You will keep the weight off—or we’ll refund you in full. If you follow the system, stay coachable, and engage in the process, this will be the last fitness program you will ever need. However—if you: ❌ Ignore the coaching ❌ Skip the workouts ❌ Refuse to be communicative, honest, and humble Then, of course, nothing will work. That’s why we track your progress every single day. We are personally committed to your success. 📌 If you struggle, we’ll step in. 📌 If you start to slip, we’ll call you higher. 📌 If you feel lost, we’ll guide you back. That is the entire purpose of Default Kings. We are here to make sure you win. Right Now, you are standing at a crossroads. You have three choices—and only one leads to transformation. Path #1: Do Nothing. Go back to life as it is. Click away from this page, pretend like you never saw this, open up the Uber Eats app, and order another comfort meal. Keep making excuses. Keep telling yourself, “I’ll figure it out later.” And six months from now? Nothing will change. Six years from now? You’ll still be frustrated, still lacking discipline, still convicted every time you look in the mirror—until you just accept it. And when that moment comes, you’ll wish you had taken action today. If you go that route, I pray for you and trust in God’s plan for your life. Path #2: Try to Do It Alone. You can take what you learn on X or chat GPT and try to piece together your own plan. You can do hours of research, attempt to hold yourself accountable, and try to willpower your way through it. And while that’s better than doing nothing… That’s the most common way that men fail. Because if you were capable of holding yourself accountable, you would have done it by now. If you had the time and knowledge to create a sustainable, effective, Biblically based fitness plan that works for your lifestyle, you would have done it by now. But you don’t need just another diet plan. You don’t need just another workout routine. You need a proven system that: ✅ Removes the confusion so you’re never guessing what to do next. ✅ Holds you accountable so you never fall off track again. ✅ Surrounds you with strong, Christian men who push you to succeed. ✅ Rewires your habits so that discipline becomes automatic. Going at this alone means you don’t have the coaching when you need help. It means you don’t have a group of men who can come into agreement with you about what God can do in this area of your life. It means you don’t have the battle-tested frameworks that have helped 800+ Christian men permanently transform their health. And that’s why most men who try to figure it out themselves end up right back where they started—or talking to me again six months later. Path #3: Say “Maybe.” You don’t have to say yes right now. Just say maybe. Maybe you’ve tried and failed before. Maybe you’ve thought about committing to a plan before. Maybe you know you need a real system that actually works for high-achieving Christian men. If that’s the case, then I want to make this easy for you. Instead of asking you to commit to the entire program right now, I’m asking you to commit to just a few minutes of your time for a Free Fat Loss Assessment. 📌 You’ll chat directly with me, Joey, or one of the other experts on our team. 📌 We’ll dive deep into the root cause of why you keep losing weight and gaining it back.| 📌 We’ll give you clear action steps on how to fix this permanently.| And if it makes sense, we’ll show you exactly how Default Kings works. This time is different. This time, you will win. But you have to take the first step. Click the link below and book your Free Fat Loss assessment today. 👇

Gabe Pluguez | Default Kings

291,037 次观看 • 1 年前