Loading video...

Video Failed to Load

Go Home

Coldcard losses pass $70M as Coinkite expands warning to newer devices The Coldcard (COLDCARD) exploit has grown far beyond first estimates, with over 1,080 bitcoin:native worth more than $70M drained from nearly 1,200 wallets, per Galaxy Research and engineers at Block. Coinkite confirmed the cause: a 2021 firmware bug...

BSCNews's profile picture

BSCN

1,370,080 subscribers

20,172 views • 29 days ago •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

Only Africa Can Save Europe Originating from COP28, the TeraMed project aims to generate 1 TW of solar energy in North Africa, creating around 3 million direct and indirect jobs. This would currently account for about 83% of the European Union's total installed electricity capacity, including renewables, fossil fuels, and nuclear (approximately 1.2 TW as of late 2025). If this target were raised from 1 TW to 1.5 TW, the European Union would more than double its current installed capacity of about 1.2 TW, reaching a total of roughly 2.7 TW, which would exceed twice the American capacity (around 1.3 TW) and near three-quarters of the Chinese capacity (around 3.8 TW). Based on TeraMed's estimates, it would require investments of $1 trillion, generating around 4.5 million jobs in North Africa and Europe. The installation project would take between 6-10 years, though it could be accelerated with aggressive engineering and strong political will. So far, in more than one year, TeraMed has not installed a single panel, highlighting the lack of coordination among Europeans in defining their energy, industrial, and economic policy priorities. With 1.5 TW of electricity generated, industrial costs in Europe would drop significantly, fulfilling the first stage to retain and attract industries. However, a second pillar would still need to be completed: natural gas. All current pipeline projects in Africa are timid, from Mauritania and Senegal to Mozambique. Investments of $20 billion and 20,000 km of pipelines would be required across several African countries, but primarily a robust Nigerian pipeline capable of transporting at least 70 bcm, which alone would meet 20% of Europe's demand. This is a project that would take at least 10 years, though it could be accelerated at the same pace as the solar panels. These are the reasons why the war must end, and Europe must get back on track. The cost of the war far exceeds the resources sent to Ukraine. Estimates suggest that total war-related costs, including aid to Ukraine, weapons, refugees, energy losses, and sanction impacts, exceed $1.5 trillion. For these and other reasons, I always say that warmongers are the true saboteurs of Europe. Moreover, engaging in free trade agreements like those with Mercosur or Indonesia won't help, as such high energy costs will make it difficult to compete in those markets as well. The Germans are desperately trying to offset losses with solar panels, but their efficiency is 2-3 times lower than panels installed in North Africa. Therefore, a supranational plan is needed. Installing panels alone won't solve the problem if they aren't efficient enough to restore industrial competitiveness and lower overall costs. Both investments in solar panels and gas would pay for themselves in just a few years, repositioning Europe to compete in the global market, and more than that, luring back companies that have already migrated to Asia. It’s green, industrial, and economic, and it generates both local and foreign jobs, bringing development and opportunities to these countries, just as the Chinese are doing in some countries.
0:19

Only Africa Can Save Europe Originating from COP28, the TeraMed project aims to generate 1 TW of solar energy in North Africa, creating around 3 million direct and indirect jobs. This would currently account for about 83% of the European Union's total installed electricity capacity, including renewables, fossil fuels, and nuclear (approximately 1.2 TW as of late 2025). If this target were raised from 1 TW to 1.5 TW, the European Union would more than double its current installed capacity of about 1.2 TW, reaching a total of roughly 2.7 TW, which would exceed twice the American capacity (around 1.3 TW) and near three-quarters of the Chinese capacity (around 3.8 TW). Based on TeraMed's estimates, it would require investments of $1 trillion, generating around 4.5 million jobs in North Africa and Europe. The installation project would take between 6-10 years, though it could be accelerated with aggressive engineering and strong political will. So far, in more than one year, TeraMed has not installed a single panel, highlighting the lack of coordination among Europeans in defining their energy, industrial, and economic policy priorities. With 1.5 TW of electricity generated, industrial costs in Europe would drop significantly, fulfilling the first stage to retain and attract industries. However, a second pillar would still need to be completed: natural gas. All current pipeline projects in Africa are timid, from Mauritania and Senegal to Mozambique. Investments of $20 billion and 20,000 km of pipelines would be required across several African countries, but primarily a robust Nigerian pipeline capable of transporting at least 70 bcm, which alone would meet 20% of Europe's demand. This is a project that would take at least 10 years, though it could be accelerated at the same pace as the solar panels. These are the reasons why the war must end, and Europe must get back on track. The cost of the war far exceeds the resources sent to Ukraine. Estimates suggest that total war-related costs, including aid to Ukraine, weapons, refugees, energy losses, and sanction impacts, exceed $1.5 trillion. For these and other reasons, I always say that warmongers are the true saboteurs of Europe. Moreover, engaging in free trade agreements like those with Mercosur or Indonesia won't help, as such high energy costs will make it difficult to compete in those markets as well. The Germans are desperately trying to offset losses with solar panels, but their efficiency is 2-3 times lower than panels installed in North Africa. Therefore, a supranational plan is needed. Installing panels alone won't solve the problem if they aren't efficient enough to restore industrial competitiveness and lower overall costs. Both investments in solar panels and gas would pay for themselves in just a few years, repositioning Europe to compete in the global market, and more than that, luring back companies that have already migrated to Asia. It’s green, industrial, and economic, and it generates both local and foreign jobs, bringing development and opportunities to these countries, just as the Chinese are doing in some countries.

Patricia Marins

25,302 views • 9 months ago

The Israeli Air Force has dropped over 12,000 bombs in Iran since the start of the war, in over 8,500 separate strikes on Iranian regime targets, the military says. A senior IAF official says that "in 18 days, we flew as much as we would in a year." Of the 12,000 munitions, 3,600 alone were used in strikes in Tehran, according to the IDF. IAF fighter jets have carried out 5,700 separate sorties, including over 540 to central and western Iran and 50 deeper east in the country. Military officials say that the IAF is carrying out constant air operations over Iran to thwart ballistic missile fire on Israel, using new techniques that allow for longer operations without the need for refueling. In this formation, dubbed "metro sorties" by the IAF, drones and fighter jets loiter before carrying out strikes on ballistic missile launchers, Iranian soldiers, and other targets, based on "real-time information." When a new target is identified, IAF aircraft can be quickly dispatched to strike it. This was the case for the killing of Iran's intelligence minister, Esmaeil Khatib, in Tehran yesterday, according to the IDF. Officials say this effort relies on maintaining air superiority over Iran. The military assesses that its strikes have destroyed around 85% of Iran's air defense and detection systems. More than 300 targets relating to Iran's air defenses, including missile launchers and radars, have been struck, the IDF says. In terms of Iran's advanced air defense systems, the IAF assesses that it has destroyed 92% of them, with only a handful of such systems remaining, including some that are hidden and not in use. The IDF says it has destroyed around 80% of Iran's older air defense systems, along with 80% of its radars. Iran also has what the military describes as "decentralized" air defense systems, where missile launchers are connected to various optical systems, such as rudimentary cameras with artificial intelligence tracking software, to target Israeli aircraft. Some 75% of these systems have been destroyed, and military officials acknowledge they are much harder to locate than the advanced systems. Additionally, the IDF says it has destroyed or disabled around 60% of Iran's estimated 470 ballistic missile launchers. Some previous military estimates put this number at 70%. Around 200 of the launchers were destroyed in strikes, while another 80 are not considered to be operational after the IAF struck tunnel entrances to subterranean facilities where they are stored, according to the military. The IAF says it continues to hunt down the remaining roughly 200 launchers to reduce the missile fire on Israel. The military also assesses that Iran still has hundreds of ballistic missiles that can reach Israel. It has so far launched over 350 at Israel, with the rate of fire slowing to 10-20 missiles a day in the past week, with just one or two missiles at a time.
0:10

The Israeli Air Force has dropped over 12,000 bombs in Iran since the start of the war, in over 8,500 separate strikes on Iranian regime targets, the military says. A senior IAF official says that "in 18 days, we flew as much as we would in a year." Of the 12,000 munitions, 3,600 alone were used in strikes in Tehran, according to the IDF. IAF fighter jets have carried out 5,700 separate sorties, including over 540 to central and western Iran and 50 deeper east in the country. Military officials say that the IAF is carrying out constant air operations over Iran to thwart ballistic missile fire on Israel, using new techniques that allow for longer operations without the need for refueling. In this formation, dubbed "metro sorties" by the IAF, drones and fighter jets loiter before carrying out strikes on ballistic missile launchers, Iranian soldiers, and other targets, based on "real-time information." When a new target is identified, IAF aircraft can be quickly dispatched to strike it. This was the case for the killing of Iran's intelligence minister, Esmaeil Khatib, in Tehran yesterday, according to the IDF. Officials say this effort relies on maintaining air superiority over Iran. The military assesses that its strikes have destroyed around 85% of Iran's air defense and detection systems. More than 300 targets relating to Iran's air defenses, including missile launchers and radars, have been struck, the IDF says. In terms of Iran's advanced air defense systems, the IAF assesses that it has destroyed 92% of them, with only a handful of such systems remaining, including some that are hidden and not in use. The IDF says it has destroyed around 80% of Iran's older air defense systems, along with 80% of its radars. Iran also has what the military describes as "decentralized" air defense systems, where missile launchers are connected to various optical systems, such as rudimentary cameras with artificial intelligence tracking software, to target Israeli aircraft. Some 75% of these systems have been destroyed, and military officials acknowledge they are much harder to locate than the advanced systems. Additionally, the IDF says it has destroyed or disabled around 60% of Iran's estimated 470 ballistic missile launchers. Some previous military estimates put this number at 70%. Around 200 of the launchers were destroyed in strikes, while another 80 are not considered to be operational after the IAF struck tunnel entrances to subterranean facilities where they are stored, according to the military. The IAF says it continues to hunt down the remaining roughly 200 launchers to reduce the missile fire on Israel. The military also assesses that Iran still has hundreds of ballistic missiles that can reach Israel. It has so far launched over 350 at Israel, with the rate of fire slowing to 10-20 missiles a day in the past week, with just one or two missiles at a time.

Emanuel (Mannie) Fabian

160,861 views • 5 months ago

Monthly WINR Protocol Development Update: To begin with, the WINR Protocol has distributed $900,000 to token holders, generated more than $500,000 in pure profit for liquidity providers on WLP, acquired more than 5,000 users, and has almost 9% of the supply burned. In the upcoming months, the WINR Protocol, which has been in production for years, will introduce a range of new products and deployments. These developments will represent the practical and technical evolution to V2 of the protocol. Here are the latest updates and further details as they progress: Progress on WINR Bonanza, Casino Hold'em, and Blackjack is nearing completion. These games are in the final stages of testing. Additional games, including a new type of crash game, have been finalized and are set to debut with the JustBet v2 launch. Take a look at the gameplay videos for a preview. These games achieve the long-term goal of providing a full-suite WINR Game Engine SDK, which can be used to build games with complex logic on-chain with modular smart contract infrastructure. For example, any grid slot game that dominates the iGaming industry could easily be developed on-chain using the WINR Bonanza SDK. - Permissionless Frontend Operator SDK Dashboard Release: March is poised to be a milestone month with the launch of the Frontend Operator SDK dashboards. These dashboards will enable any WINR Labs game to be seamlessly deployed on frontends, marking a significant advancement in protocol accessibility and integration for future games developed by independent iGaming developers. The frontend operator can deploy any game they choose through a few simple steps while utilizing 10,000 WINR per game via the WINR Game Factory smart contract. Each operator is assigned a unique smart contract address(es) for every game they deploy, allowing their revenue to be tracked independently. The deployment process includes instructions on integrating the game as a package into the operator's frontend. In subsequent phases, the games will transition through WINR Chain, streamlining user onboarding steps like wallet connection and token bridging to Arbitrum. This abstraction will make it easy for any web2/web3 platform on any chain to seamlessly integrate WINR-based games with just a few clicks. The new budget system changes how the revenue is calculated on the protocol and will see daylight with frontend operator, Solana, and Fantom deployments. This model was first tested with a lightweight version on and gave a lot of actionable feedback. Shifting from the existing bribe model, which in practice distributes almost half of the edge of the games in volume to WINR holders, the brand-new budget system checks the profitability of WLP. It distributes a larger part of the profit to game providers, frontend operators, and, most importantly, WINR holders. Any time a game's budget is in profit, a part of every loss is distributed to stakeholders. Here is an example: 1. The WINR Bonanza Game has a 10,000 budget for a frontend operator. 2. Let's assume the bet amount was $50, and Bonanza paid back $10 on that spin. That leaves $40 of pure profit. 3. This is distributed amongst 50% to WLP, 20% to frontend operators, 20% to WINR holders, and 10% to game providers. 4. To achieve this, V2 of WINR Liquidity Engine (WLP) will have a buffer for purchasing and selling, working in epochs to determine the above distribution and math. - Solana Deployment and Expansions: Solana audits are in their final phase, and frontend tests are ongoing. Solana launch will be alongside the V2 launch of @JustBetOfficial, with a chain switch available on the top bar. The VRF system WINR developed already is seeing requests from builders around the Solana ecosystem, and this will over time add an extra layer of income to the protocol. Solana's bankroll, at first, will be a lighter version of WLP but will inherit the above-mentioned budgeting system to generate income immediately upon launch. - Fantom Deployment and Expansions: Fantom's upcoming Sonic upgrade, with its 200ms finality and fast block production is a perfect chain for WINR Protocol to expand. Through the partnership with WINR Protocol will tap into a brand new user base on Fantom. The bankroll on Fantom will consist of FTM and stables. The launch is planned for late March or early April. This expansion aims to open up new markets and collaborations with fresh teams. which operates independently, will integrate a broad spectrum of WINR technologies, including WINR Account Abstraction, WINR VRF, and WINR games, marking a pivotal step in WINR Protocol’s journey of horizontal expansion. - XAI VRF Deployment Progress Update: The WINR Account Abstraction Wallet and WINR Verifiable Random Function (VRF) deployment on the XAI 🎮⛓️ is well underway, with the majority of the work completed. This step forward showcases WINR's expansion beyond gambling and trading, highlighting the protocol's adaptability and commitment to broadening decentralized services. The process to automize and permissionlessly let game developers start using WINR VRF by paying (and burning) fees in WINR will launch alongside WINR VRF deployment on XAI and expand to further chains to help DApp builders with the tooling they need. This process will work very similarly to frontend operators, where DApp builders will be able to easily deploy their VRF contract, pay the WINR fees, and enjoy the fastest random number generation transaction, as showcased on @JustBetOfficial for some time. - JustBet v2 Development Update: Set to launch in March, the last testing phase with long-time community members of JustBet V2 is underway. Boasting a completely refreshed look, JustBet v2 aims to captivate more users with its modern features, a significant upgrade from the classic JustBet designed in 2019. Expect dynamic animations and a user experience that rivals traditional web2 casinos, setting a new standard for online gambling platforms and serving once again as proof of concept for all the new WINR features and infrastructure set to launch over the coming months. As always, WINR Labs simultaneously develops protocol infrastructure and platform to best address the needs of one and only goal: horizontal expansion. Easter eggs: Upcoming Gitbook update with all the technical information of WINR V2. CEX listing. Detailed product pages on WINR web. Pyth competitions. WIP-4 and WIP-5 are ready to deploy. And an 🪂
0:18

Monthly WINR Protocol Development Update: To begin with, the WINR Protocol has distributed $900,000 to token holders, generated more than $500,000 in pure profit for liquidity providers on WLP, acquired more than 5,000 users, and has almost 9% of the supply burned. In the upcoming months, the WINR Protocol, which has been in production for years, will introduce a range of new products and deployments. These developments will represent the practical and technical evolution to V2 of the protocol. Here are the latest updates and further details as they progress: Progress on WINR Bonanza, Casino Hold'em, and Blackjack is nearing completion. These games are in the final stages of testing. Additional games, including a new type of crash game, have been finalized and are set to debut with the JustBet v2 launch. Take a look at the gameplay videos for a preview. These games achieve the long-term goal of providing a full-suite WINR Game Engine SDK, which can be used to build games with complex logic on-chain with modular smart contract infrastructure. For example, any grid slot game that dominates the iGaming industry could easily be developed on-chain using the WINR Bonanza SDK. - Permissionless Frontend Operator SDK Dashboard Release: March is poised to be a milestone month with the launch of the Frontend Operator SDK dashboards. These dashboards will enable any WINR Labs game to be seamlessly deployed on frontends, marking a significant advancement in protocol accessibility and integration for future games developed by independent iGaming developers. The frontend operator can deploy any game they choose through a few simple steps while utilizing 10,000 WINR per game via the WINR Game Factory smart contract. Each operator is assigned a unique smart contract address(es) for every game they deploy, allowing their revenue to be tracked independently. The deployment process includes instructions on integrating the game as a package into the operator's frontend. In subsequent phases, the games will transition through WINR Chain, streamlining user onboarding steps like wallet connection and token bridging to Arbitrum. This abstraction will make it easy for any web2/web3 platform on any chain to seamlessly integrate WINR-based games with just a few clicks. The new budget system changes how the revenue is calculated on the protocol and will see daylight with frontend operator, Solana, and Fantom deployments. This model was first tested with a lightweight version on and gave a lot of actionable feedback. Shifting from the existing bribe model, which in practice distributes almost half of the edge of the games in volume to WINR holders, the brand-new budget system checks the profitability of WLP. It distributes a larger part of the profit to game providers, frontend operators, and, most importantly, WINR holders. Any time a game's budget is in profit, a part of every loss is distributed to stakeholders. Here is an example: 1. The WINR Bonanza Game has a 10,000 budget for a frontend operator. 2. Let's assume the bet amount was $50, and Bonanza paid back $10 on that spin. That leaves $40 of pure profit. 3. This is distributed amongst 50% to WLP, 20% to frontend operators, 20% to WINR holders, and 10% to game providers. 4. To achieve this, V2 of WINR Liquidity Engine (WLP) will have a buffer for purchasing and selling, working in epochs to determine the above distribution and math. - Solana Deployment and Expansions: Solana audits are in their final phase, and frontend tests are ongoing. Solana launch will be alongside the V2 launch of @JustBetOfficial, with a chain switch available on the top bar. The VRF system WINR developed already is seeing requests from builders around the Solana ecosystem, and this will over time add an extra layer of income to the protocol. Solana's bankroll, at first, will be a lighter version of WLP but will inherit the above-mentioned budgeting system to generate income immediately upon launch. - Fantom Deployment and Expansions: Fantom's upcoming Sonic upgrade, with its 200ms finality and fast block production is a perfect chain for WINR Protocol to expand. Through the partnership with WINR Protocol will tap into a brand new user base on Fantom. The bankroll on Fantom will consist of FTM and stables. The launch is planned for late March or early April. This expansion aims to open up new markets and collaborations with fresh teams. which operates independently, will integrate a broad spectrum of WINR technologies, including WINR Account Abstraction, WINR VRF, and WINR games, marking a pivotal step in WINR Protocol’s journey of horizontal expansion. - XAI VRF Deployment Progress Update: The WINR Account Abstraction Wallet and WINR Verifiable Random Function (VRF) deployment on the XAI 🎮⛓️ is well underway, with the majority of the work completed. This step forward showcases WINR's expansion beyond gambling and trading, highlighting the protocol's adaptability and commitment to broadening decentralized services. The process to automize and permissionlessly let game developers start using WINR VRF by paying (and burning) fees in WINR will launch alongside WINR VRF deployment on XAI and expand to further chains to help DApp builders with the tooling they need. This process will work very similarly to frontend operators, where DApp builders will be able to easily deploy their VRF contract, pay the WINR fees, and enjoy the fastest random number generation transaction, as showcased on @JustBetOfficial for some time. - JustBet v2 Development Update: Set to launch in March, the last testing phase with long-time community members of JustBet V2 is underway. Boasting a completely refreshed look, JustBet v2 aims to captivate more users with its modern features, a significant upgrade from the classic JustBet designed in 2019. Expect dynamic animations and a user experience that rivals traditional web2 casinos, setting a new standard for online gambling platforms and serving once again as proof of concept for all the new WINR features and infrastructure set to launch over the coming months. As always, WINR Labs simultaneously develops protocol infrastructure and platform to best address the needs of one and only goal: horizontal expansion. Easter eggs: Upcoming Gitbook update with all the technical information of WINR V2. CEX listing. Detailed product pages on WINR web. Pyth competitions. WIP-4 and WIP-5 are ready to deploy. And an 🪂

WINR

37,891 views • 2 years ago

AI Is Moving Beyond “Generating Videos” — Toward “Generating Worlds” Over the past two years, AI video models have advanced at an astonishing pace. From Runway and Pika to Sora and Veo, AI-generated videos have become increasingly realistic and more consistent with the physical laws of the real world. Many people believe the next objective is simply to generate videos that are longer, sharper, and more lifelike. But if we take a step back, we can see that the real transformation is not happening in video itself. It is happening in world models. What Is a World Model? In 1943, psychologist Kenneth Craik proposed an idea that would influence artificial intelligence research for decades. He argued that the human brain does not merely react to the outside world. Instead, it maintains an internal model of how the world works. Because we have this internal model, we can predict the outcome of an action before we actually take it. Before crossing a road, we estimate whether a car will pass by. Before catching a ball, we predict its trajectory. These abilities come from continuously simulating the world in our minds, rather than relying entirely on trial and error. This idea later became known by a more formal term: World Model. A world model does not describe a single image or a fixed video clip. It is an internal representation capable of continuously simulating the rules and dynamics of the real world. Why Is AI Research Turning Toward World Models? Because predicting “what comes next” is becoming increasingly central to how AI systems work. Language models predict the next token. Image models predict the next step in the denoising process. Video models predict the next frame. A world model, however, attempts to predict something broader: What should the world look like in the next moment? In 2018, David Ha and Jürgen Schmidhuber proposed in their paper World Models that an intelligent agent could first learn a model of the world, and then use that internal model to plan its actions. The Dreamer series later demonstrated that many complex tasks could be learned by training agents inside an “imagined world.” At the same time, the development of video models such as Sora and Veo led researchers to another realization: A model capable of continuously generating video has already learned, at least implicitly, many of the rules governing the real world. As a result, these two research directions have gradually begun to converge. But Video Is Not Yet a World This is where the distinction is often misunderstood. For a world model to support meaningful real-time interaction, it must solve several critical problems. Most video models today are essentially answering one question: What should the next frame look like? A true world model needs to answer much more: What happens if I take one step forward? If I walk behind a building and then return, will the building still be there? If I suddenly change the camera angle, will the entire space remain consistent? If I enter a command such as: “Summon a dragon.” Will the world respond immediately? In other words, a world model must do more than generate content. It must understand space. It must understand time. It must understand causality. And it must understand interaction. Moving from watching to participating is where the real difficulty of world models begins. World Models Are Entering the Interactive Era One of the latest attempts in this direction is Alaya World, recently open-sourced by Alaya World, or Alaya Lab. Instead of generating a fixed video clip, it generates a world that users can explore in real time. Users can begin with text, an image, or a video, enter the generated scene, move freely through it, and introduce new prompts at any moment during generation. The world responds immediately. According to the publicly released information, Alaya World provides: Real-time streaming generation at 720p and 24 FPS Stable continuous exploration for more than one minute The ability to switch prompts and trigger skills or events during generation Model weights and inference code released under the Apache 2.0 License Training code and datasets planned for future release What makes these capabilities important is not simply the technical specifications. It is that the generated “world” can now support continuous interaction. The official demo shows that users can genuinely control, transform, and explore the generated environment. AI Is Evolving From a Tool Into an Environment Over the past few years, most discussions around AI have focused on content generation. Generating text. Generating images. Generating videos. But world models raise a fundamentally different question: Can AI generate an environment that people can inhabit, explore, and continuously evolve? If the answer is yes, the impact will extend far beyond video generation. Game development, robotics training, embodied intelligence, digital twins, virtual production, and many other fields could be transformed by the development of world models. World models are still at a very early stage. Yet from Craik’s proposal of an internal mental model more than eighty years ago to the emergence of today’s interactive world-generation systems, a clear evolutionary path is beginning to take shape. Perhaps what AI is ultimately learning has never been limited to images, videos, or language. Perhaps it is learning the world itself. References GitHub: Technical Report:
0:10

AI Is Moving Beyond “Generating Videos” — Toward “Generating Worlds” Over the past two years, AI video models have advanced at an astonishing pace. From Runway and Pika to Sora and Veo, AI-generated videos have become increasingly realistic and more consistent with the physical laws of the real world. Many people believe the next objective is simply to generate videos that are longer, sharper, and more lifelike. But if we take a step back, we can see that the real transformation is not happening in video itself. It is happening in world models. What Is a World Model? In 1943, psychologist Kenneth Craik proposed an idea that would influence artificial intelligence research for decades. He argued that the human brain does not merely react to the outside world. Instead, it maintains an internal model of how the world works. Because we have this internal model, we can predict the outcome of an action before we actually take it. Before crossing a road, we estimate whether a car will pass by. Before catching a ball, we predict its trajectory. These abilities come from continuously simulating the world in our minds, rather than relying entirely on trial and error. This idea later became known by a more formal term: World Model. A world model does not describe a single image or a fixed video clip. It is an internal representation capable of continuously simulating the rules and dynamics of the real world. Why Is AI Research Turning Toward World Models? Because predicting “what comes next” is becoming increasingly central to how AI systems work. Language models predict the next token. Image models predict the next step in the denoising process. Video models predict the next frame. A world model, however, attempts to predict something broader: What should the world look like in the next moment? In 2018, David Ha and Jürgen Schmidhuber proposed in their paper World Models that an intelligent agent could first learn a model of the world, and then use that internal model to plan its actions. The Dreamer series later demonstrated that many complex tasks could be learned by training agents inside an “imagined world.” At the same time, the development of video models such as Sora and Veo led researchers to another realization: A model capable of continuously generating video has already learned, at least implicitly, many of the rules governing the real world. As a result, these two research directions have gradually begun to converge. But Video Is Not Yet a World This is where the distinction is often misunderstood. For a world model to support meaningful real-time interaction, it must solve several critical problems. Most video models today are essentially answering one question: What should the next frame look like? A true world model needs to answer much more: What happens if I take one step forward? If I walk behind a building and then return, will the building still be there? If I suddenly change the camera angle, will the entire space remain consistent? If I enter a command such as: “Summon a dragon.” Will the world respond immediately? In other words, a world model must do more than generate content. It must understand space. It must understand time. It must understand causality. And it must understand interaction. Moving from watching to participating is where the real difficulty of world models begins. World Models Are Entering the Interactive Era One of the latest attempts in this direction is Alaya World, recently open-sourced by Alaya World, or Alaya Lab. Instead of generating a fixed video clip, it generates a world that users can explore in real time. Users can begin with text, an image, or a video, enter the generated scene, move freely through it, and introduce new prompts at any moment during generation. The world responds immediately. According to the publicly released information, Alaya World provides: Real-time streaming generation at 720p and 24 FPS Stable continuous exploration for more than one minute The ability to switch prompts and trigger skills or events during generation Model weights and inference code released under the Apache 2.0 License Training code and datasets planned for future release What makes these capabilities important is not simply the technical specifications. It is that the generated “world” can now support continuous interaction. The official demo shows that users can genuinely control, transform, and explore the generated environment. AI Is Evolving From a Tool Into an Environment Over the past few years, most discussions around AI have focused on content generation. Generating text. Generating images. Generating videos. But world models raise a fundamentally different question: Can AI generate an environment that people can inhabit, explore, and continuously evolve? If the answer is yes, the impact will extend far beyond video generation. Game development, robotics training, embodied intelligence, digital twins, virtual production, and many other fields could be transformed by the development of world models. World models are still at a very early stage. Yet from Craik’s proposal of an internal mental model more than eighty years ago to the emergence of today’s interactive world-generation systems, a clear evolutionary path is beginning to take shape. Perhaps what AI is ultimately learning has never been limited to images, videos, or language. Perhaps it is learning the world itself. References GitHub: Technical Report:

雪踏乌云

113,347 views • 1 month ago

The Reality of Drone Warfare on Ukraine's Front Lines. VIDEO shows 3 Ukrainian armour units turned to Rust in sumy today FPV (first-person view) drones have indeed become a game-changer in the Russia-Ukraine conflict, turning the battlefield into a deadly arena of low-cost, high-precision strikes. UKRAINE is losing armored vehicles at an alarming rate—often dozens per day in hotspots like Pokrovsk, Kurakhove, and Velyka Novosilka. A "beautifully burning" Russian FPV hit on Ukrainian armor captures the visceral footage circulating online, where small drones packed with explosives slam into tanks, IFVs, and troop carriers, igniting fuel and ammo in spectacular fireballs. Recent examples from show Russian operators claiming hits on Western-supplied gear like Canadian Roshel Senators, American MaxxPros, and Turkish Kirpis in the Krasnoarmeysk sector, shredding supply lines. This destruction is grinding down Ukrainian armies' mechanized capabilities. Ukraine started the war with a smaller armored fleet (around 2,000 main battle tanks pre-2022) and has relied on Western donations to offset losses—over 1,500 tanks and 3,500 IFVs/APCs confirmed destroyed or captured by open-source trackers like Oryx as of late 2025. Russia, with its larger pre-war inventory (9,000+ tanks). Drones amplify this: a single FPV costs $500–$2,000 but can disable a $10 million Abrams. The front's "incremental speedup" is real in places like Donetsk, where Russian advances averaged 20–30 sq km per week in November 2025 Casualty Rates: Russian Claims vs. Broader Estimates The Russian Ministry of Defense (MoD) figure of 1,300 Ukrainian KIA/WIA per day is drawn from their daily briefings, which tallied ~468,000 Ukrainian losses for the first 330 days of 2025 (averaging ~1,418/day). President Putin echoed this in late November, noting a 15,000-man monthly deficit for Ukraine. These numbers show truth to Moscow's narrative of inevitable victory, emphasizing Ukraine's mobilization struggles—Kiev has lowered the draft age to 25, imposed fines for evasion, and faces desertion probes amid war fatigue. Ukrainian Losses: Now Generally accepted that Ukraine has lost 1,8 million KIA 3 MILLION + WOUNDED Russian Losses: Far LOWER in aggregate. Mediazona confirmed 149,241 Russian deaths by November 20 (including 6,024 officers), with ratios suggesting 9-15:1 on favour of Russia recently. Even this high number is questioned by independent analysts. These aren't "way beyond" one side's limits exclusively—Ukraine is haemorrhaging irreplaceable personnel and gear. AWOL rates of new forced conscription fodder, is running 80% Is Surrender Ukraine's "Only Way Out"? YES! —it's one grim option, but now quite clearly the only way out ! The war's become a brutal epilogue: Russian drones are burning armour beautifully, but they don't win alone. Ukraine is bankrupt , forced conscription is failing and Logistics are a fraction of what needed Both sides need a political off-ramp, but for Ukraine far far more than it does dor Russia. Yes it will drag into 2026 with even steeper tolls for Ukraine. If you're sharing that FPV clip, it's a stark reminder—tech democratizes destruction, but humans pay the price. 21st century warfare has come fast and hard in the last 3 years with Russia as the prime beneficiary. What's your take on how the endgame will be ?
0:12

The Reality of Drone Warfare on Ukraine's Front Lines. VIDEO shows 3 Ukrainian armour units turned to Rust in sumy today FPV (first-person view) drones have indeed become a game-changer in the Russia-Ukraine conflict, turning the battlefield into a deadly arena of low-cost, high-precision strikes. UKRAINE is losing armored vehicles at an alarming rate—often dozens per day in hotspots like Pokrovsk, Kurakhove, and Velyka Novosilka. A "beautifully burning" Russian FPV hit on Ukrainian armor captures the visceral footage circulating online, where small drones packed with explosives slam into tanks, IFVs, and troop carriers, igniting fuel and ammo in spectacular fireballs. Recent examples from show Russian operators claiming hits on Western-supplied gear like Canadian Roshel Senators, American MaxxPros, and Turkish Kirpis in the Krasnoarmeysk sector, shredding supply lines. This destruction is grinding down Ukrainian armies' mechanized capabilities. Ukraine started the war with a smaller armored fleet (around 2,000 main battle tanks pre-2022) and has relied on Western donations to offset losses—over 1,500 tanks and 3,500 IFVs/APCs confirmed destroyed or captured by open-source trackers like Oryx as of late 2025. Russia, with its larger pre-war inventory (9,000+ tanks). Drones amplify this: a single FPV costs $500–$2,000 but can disable a $10 million Abrams. The front's "incremental speedup" is real in places like Donetsk, where Russian advances averaged 20–30 sq km per week in November 2025 Casualty Rates: Russian Claims vs. Broader Estimates The Russian Ministry of Defense (MoD) figure of 1,300 Ukrainian KIA/WIA per day is drawn from their daily briefings, which tallied ~468,000 Ukrainian losses for the first 330 days of 2025 (averaging ~1,418/day). President Putin echoed this in late November, noting a 15,000-man monthly deficit for Ukraine. These numbers show truth to Moscow's narrative of inevitable victory, emphasizing Ukraine's mobilization struggles—Kiev has lowered the draft age to 25, imposed fines for evasion, and faces desertion probes amid war fatigue. Ukrainian Losses: Now Generally accepted that Ukraine has lost 1,8 million KIA 3 MILLION + WOUNDED Russian Losses: Far LOWER in aggregate. Mediazona confirmed 149,241 Russian deaths by November 20 (including 6,024 officers), with ratios suggesting 9-15:1 on favour of Russia recently. Even this high number is questioned by independent analysts. These aren't "way beyond" one side's limits exclusively—Ukraine is haemorrhaging irreplaceable personnel and gear. AWOL rates of new forced conscription fodder, is running 80% Is Surrender Ukraine's "Only Way Out"? YES! —it's one grim option, but now quite clearly the only way out ! The war's become a brutal epilogue: Russian drones are burning armour beautifully, but they don't win alone. Ukraine is bankrupt , forced conscription is failing and Logistics are a fraction of what needed Both sides need a political off-ramp, but for Ukraine far far more than it does dor Russia. Yes it will drag into 2026 with even steeper tolls for Ukraine. If you're sharing that FPV clip, it's a stark reminder—tech democratizes destruction, but humans pay the price. 21st century warfare has come fast and hard in the last 3 years with Russia as the prime beneficiary. What's your take on how the endgame will be ?

𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺 🇮🇪

75,095 views • 9 months ago

I have said this before and I shall say it again: the attacks on Sam 'Dzata' George 🦁🇬🇭 are not organic. They are coordinated, laced with rage-baiting from some quarters on X. An X influencer once confessed to me that he actually enjoys dragging Sam George. To him, it’s just fun and cruise, yet he holds no real grudge. SMH. Honestly, I’m yet to meet anyone who has a genuine, solid reason to dislike him. Back when the NDC was in opposition, Sam George was one of the strongest, most fearless voices; on traditional media, social media, and right there on the grounds. His energy, bravery, and relentless fight played a huge part in the NDC’s victory. The damage he inflicted on the NPP is something they will never forget… and that, we all know, is the real source behind some of these attacks. Yet, amidst all the noise, he remains resolute and absolute in the execution of his duty. He holds himself to the highest standards. The previous government left behind such a massive mess that if we don’t fix it quickly, our country could be doomed. He fully understands the reset agenda and has thrown himself into it with total seriousness. Lest we forget, 1. He fought hard to increase our data volumes, pushing MTN’s popular bundle from 92GB to 214GB and Telecel’s from around 90GB to 250GB. Ghanaians are now getting far more value for their money. The irony? The haters now have even more data to come online and insult him. Lol. I made my first purchase in October 2025, and it actually lasted until February 2026! 2. He also put pressure on MultiChoice/DStv to improve their offerings and ease the burden on subscribers. Users have admitted that without his intervention, subscriptions could have hit GH¢600, but for the past 8 months, it has stayed at GH¢375. That means each DStv user has saved around GH¢1,800 so far. 3. To seriously tackle mobile money (MoMo) fraud, he is pushing for a proper, comprehensive SIM re-registration exercise. 4. He has reintroduced the anti-LGBTQ+ bill and remains firm, consistent, and unapologetic. To him, it is a serious aberration of the mind, and he has vowed to fight it with all his might. 5. Two weeks ago, he distributed laptops to all 130 learning centres to kick-start the ambitious One Million Coders programme. The registration website is now open and live. 6. Last Friday, he launched the National AI Strategy, a bold move that sets the tone for a major transformation of artificial intelligence not just in Ghana, but across Africa. 7. He is currently leading serious efforts to fully integrate Ghana into the PayPal ecosystem, opening new doors for digital payments and the economy. 8. He has issued a strong policy directive to telcos to fix network challenges and boost connectivity nationwide. He demanded 800 new cell sites from MTN alone this year and they have agreed. This is a massive win. In the last 8 years, the average annual rollout was around 200 sites, with some years as low as 30–50. Now in 2026, MTN alone is rolling out 800. Network coverage and speed across the country are about to improve significantly. You may not like Sam George personally, but that doesn’t change the facts: he is generous, humble, and an arduous workaholic. The truth remains one and it is gradually taking over. Today, people call him the “Prampram Messiah”. Dzata4AReason❤️
0:11

I have said this before and I shall say it again: the attacks on Sam 'Dzata' George 🦁🇬🇭 are not organic. They are coordinated, laced with rage-baiting from some quarters on X. An X influencer once confessed to me that he actually enjoys dragging Sam George. To him, it’s just fun and cruise, yet he holds no real grudge. SMH. Honestly, I’m yet to meet anyone who has a genuine, solid reason to dislike him. Back when the NDC was in opposition, Sam George was one of the strongest, most fearless voices; on traditional media, social media, and right there on the grounds. His energy, bravery, and relentless fight played a huge part in the NDC’s victory. The damage he inflicted on the NPP is something they will never forget… and that, we all know, is the real source behind some of these attacks. Yet, amidst all the noise, he remains resolute and absolute in the execution of his duty. He holds himself to the highest standards. The previous government left behind such a massive mess that if we don’t fix it quickly, our country could be doomed. He fully understands the reset agenda and has thrown himself into it with total seriousness. Lest we forget, 1. He fought hard to increase our data volumes, pushing MTN’s popular bundle from 92GB to 214GB and Telecel’s from around 90GB to 250GB. Ghanaians are now getting far more value for their money. The irony? The haters now have even more data to come online and insult him. Lol. I made my first purchase in October 2025, and it actually lasted until February 2026! 2. He also put pressure on MultiChoice/DStv to improve their offerings and ease the burden on subscribers. Users have admitted that without his intervention, subscriptions could have hit GH¢600, but for the past 8 months, it has stayed at GH¢375. That means each DStv user has saved around GH¢1,800 so far. 3. To seriously tackle mobile money (MoMo) fraud, he is pushing for a proper, comprehensive SIM re-registration exercise. 4. He has reintroduced the anti-LGBTQ+ bill and remains firm, consistent, and unapologetic. To him, it is a serious aberration of the mind, and he has vowed to fight it with all his might. 5. Two weeks ago, he distributed laptops to all 130 learning centres to kick-start the ambitious One Million Coders programme. The registration website is now open and live. 6. Last Friday, he launched the National AI Strategy, a bold move that sets the tone for a major transformation of artificial intelligence not just in Ghana, but across Africa. 7. He is currently leading serious efforts to fully integrate Ghana into the PayPal ecosystem, opening new doors for digital payments and the economy. 8. He has issued a strong policy directive to telcos to fix network challenges and boost connectivity nationwide. He demanded 800 new cell sites from MTN alone this year and they have agreed. This is a massive win. In the last 8 years, the average annual rollout was around 200 sites, with some years as low as 30–50. Now in 2026, MTN alone is rolling out 800. Network coverage and speed across the country are about to improve significantly. You may not like Sam George personally, but that doesn’t change the facts: he is generous, humble, and an arduous workaholic. The truth remains one and it is gradually taking over. Today, people call him the “Prampram Messiah”. Dzata4AReason❤️

Dzata Nelson, CSG,YA,SC

99,247 views • 4 months ago

The problems in Russia’s oil and gas sector are already becoming systemic. Russia is refining less oil, transporting it at a higher cost, facing problems with export infrastructure, and already losing oil and gas revenues. Let’s take a look at what exactly is happening inside Russia. First, the Russian authorities themselves are no longer treating the shortage as a short-term disruption. A complete ban on diesel exports was introduced in early July, and it is quite likely to be extended through the end of the year. Gasoline exports are banned until January 31, 2027, and jet fuel exports until the end of November. Russia has also started importing additional petroleum products from Asia and Belarus. Second, Russia is physically refining less and less oil. According to Kpler, Russian refineries processed around 3.8 million barrels per day in July - the lowest level in more than two decades. EA Analytics estimates the figure even lower, at approximately 3.6 million barrels per day. For comparison, the normal level for this period in 2020-2025 was 5.3-5.6 million barrels per day. Third, Ukrainian strikes on Russian oil refineries are continuing. A cycle has effectively formed: strike - repairs - partial recovery - another strike. Following the August 21 attack, the Perm Oil Refinery, with an annual capacity of 13.1 million tonnes, was completely shut down. Since August 2025, at least 25 Russian oil refineries have been targeted. Fourth, the diesel shortage is making the economy more expensive - increasing the cost of harvesting, reducing the resilience of Russia’s logistics system, and consequently affecting prices overall. Fifth, even the oil Russia manages to produce is becoming more difficult and expensive to export. In the first half of August, exports from western ports amounted to around 2.3 million barrels per day instead of the planned 2.7 million. Novorossiysk was particularly affected: shipments fell to around 400,000 barrels per day, compared with 800,000-1 million in June-July. Previously, problems at refineries could be partially offset by increasing crude oil exports. But when refineries, ports, terminals and tankers are all being targeted simultaneously, this becomes much harder. Exports have not collapsed, but they have become more expensive and less predictable. The same applies to petroleum products: in July, seaborne exports of fuel oil and vacuum gasoil fell by around 12%, to 2.4 million tonnes. The situation with gas is structurally worse. The Power of Siberia pipeline has already nearly reached its contractual ceiling - around 38.8 billion cubic meters per year. Power of Siberia 2 is primarily constrained by price: China wants gas at a significantly lower price than Russia is willing to sell it for. LNG faces even more problems: the EU has already begun phasing out imports, while redirecting supplies to Asia means longer and more expensive logistics. China is increasing its purchases of Russian gas, but it has not replaced Europe and will not replace it quickly. The most serious problem is the budget. In the first half of the year, Russia’s oil and gas revenues fell by 22.7% year-on-year, and by 16.8% over the first seven months. By January-April alone, the federal budget deficit had reached 5.88 trillion rubles, exceeding the planned deficit for the entire year. On top of this come the costs of refinery repairs, air defense, fuel imports, alternative routes, freight and insurance. Despite all these losses, we can see that Russian oil and gas revenues have not yet collapsed, although adaptation is becoming increasingly expensive. For now, the Kremlin is being helped by the crisis around the Strait of Hormuz, which is keeping oil prices high. At the same time, Russia’s ability to refine and export this oil is deteriorating. So far, high prices are offsetting these losses. If the situation around Hormuz stabilizes and Brent prices fall, the current logistical and fuel problems could become much more serious for Russia.
0:18

The problems in Russia’s oil and gas sector are already becoming systemic. Russia is refining less oil, transporting it at a higher cost, facing problems with export infrastructure, and already losing oil and gas revenues. Let’s take a look at what exactly is happening inside Russia. First, the Russian authorities themselves are no longer treating the shortage as a short-term disruption. A complete ban on diesel exports was introduced in early July, and it is quite likely to be extended through the end of the year. Gasoline exports are banned until January 31, 2027, and jet fuel exports until the end of November. Russia has also started importing additional petroleum products from Asia and Belarus. Second, Russia is physically refining less and less oil. According to Kpler, Russian refineries processed around 3.8 million barrels per day in July - the lowest level in more than two decades. EA Analytics estimates the figure even lower, at approximately 3.6 million barrels per day. For comparison, the normal level for this period in 2020-2025 was 5.3-5.6 million barrels per day. Third, Ukrainian strikes on Russian oil refineries are continuing. A cycle has effectively formed: strike - repairs - partial recovery - another strike. Following the August 21 attack, the Perm Oil Refinery, with an annual capacity of 13.1 million tonnes, was completely shut down. Since August 2025, at least 25 Russian oil refineries have been targeted. Fourth, the diesel shortage is making the economy more expensive - increasing the cost of harvesting, reducing the resilience of Russia’s logistics system, and consequently affecting prices overall. Fifth, even the oil Russia manages to produce is becoming more difficult and expensive to export. In the first half of August, exports from western ports amounted to around 2.3 million barrels per day instead of the planned 2.7 million. Novorossiysk was particularly affected: shipments fell to around 400,000 barrels per day, compared with 800,000-1 million in June-July. Previously, problems at refineries could be partially offset by increasing crude oil exports. But when refineries, ports, terminals and tankers are all being targeted simultaneously, this becomes much harder. Exports have not collapsed, but they have become more expensive and less predictable. The same applies to petroleum products: in July, seaborne exports of fuel oil and vacuum gasoil fell by around 12%, to 2.4 million tonnes. The situation with gas is structurally worse. The Power of Siberia pipeline has already nearly reached its contractual ceiling - around 38.8 billion cubic meters per year. Power of Siberia 2 is primarily constrained by price: China wants gas at a significantly lower price than Russia is willing to sell it for. LNG faces even more problems: the EU has already begun phasing out imports, while redirecting supplies to Asia means longer and more expensive logistics. China is increasing its purchases of Russian gas, but it has not replaced Europe and will not replace it quickly. The most serious problem is the budget. In the first half of the year, Russia’s oil and gas revenues fell by 22.7% year-on-year, and by 16.8% over the first seven months. By January-April alone, the federal budget deficit had reached 5.88 trillion rubles, exceeding the planned deficit for the entire year. On top of this come the costs of refinery repairs, air defense, fuel imports, alternative routes, freight and insurance. Despite all these losses, we can see that Russian oil and gas revenues have not yet collapsed, although adaptation is becoming increasingly expensive. For now, the Kremlin is being helped by the crisis around the Strait of Hormuz, which is keeping oil prices high. At the same time, Russia’s ability to refine and export this oil is deteriorating. So far, high prices are offsetting these losses. If the situation around Hormuz stabilizes and Brent prices fall, the current logistical and fuel problems could become much more serious for Russia.

Anton Gerashchenko

38,594 views • 3 days ago

Cat Playing With Its Mouse: The Meaning Behind China’s Radar Lock on Japan’s F-15J on December 6th There is real tension in the air between Japan and China. Washington is slowly retreating from the Western Pacific, abandoning the region to Japan and telling it to hold the line alone. The world has shifted. There was a time when China was weak and poor, when every bully felt entitled to trample it. Those days are over. China rose for one purpose: to never again be abused and bullied. And now, strong and self-assured, China can finally settle accounts with the old tormentors — and Japan is at the top of that list. But the age of war has changed. The modern battlefield is not measured by bayonets or trenches, but by fire-control radars, AI-driven targeting systems, and the kind of technological superiority that lets you toy with your opponent without firing a shot. And this is exactly what unfolded on December 6. The Fire-Control Radar Incident: A Gun to the Forehead Koizumi Shinzorō, Japan’s Prime Minister, wanted confrontation, and China responded with precision. On December 6, Japan’s Defense Minister publicly admitted that J-15s launched from the Liaoning carrier had twice locked Japan’s F-15Js with fire-control radar over the high seas southeast of Okinawa. He called it “dangerous” and expressed “deep regret.” He is right to feel danger. This was no accident, no miscalculation. This was the PLA presenting a complete offensive posture, signaling that the region is one fingertip away from war — and China is fully prepared to exercise their rights under UN Charter Article 107. Most people have no idea how deadly serious “fire-control illumination” is. Japan’s F-15J pilot certainly knew: his cockpit must have exploded into warning alarms; Imagine that shrill beeping screaming through the cockpit for half an hour - enough to drive any normal person mad; his breathing must have turned shallow; his hands probably shook as he tried to maneuver away from the lock. However, even under that level of crushing psychological pressure, the Japanese pilot chose to stay inside the zone rather than fleeing. This is kamicaze level provocation. Because the moment fire-control goes live, the radar narrows into a focused beam, feeding exact parameters to the missile under the jet’s wing. In peacetime exercises, a sustained lock counts as a confirmed kill. In real combat, nobody activates it unless they are ready to shoot. And China kept that beam on the F-15J for over half an hour. First lock: 16:32–16:35, three full minutes. Second lock: 18:37–19:08, more than thirty minutes. There is no suspense about how this confrontation would end in a real war. It would be a guaranteed kill. The Cat and the Mouse To be precise, the J-15 wasn’t merely locking and unlocking. It was playing — the way a cat toys with a mouse trapped under its paw. Japan’s F-15J was that mouse.
0:12

Cat Playing With Its Mouse: The Meaning Behind China’s Radar Lock on Japan’s F-15J on December 6th There is real tension in the air between Japan and China. Washington is slowly retreating from the Western Pacific, abandoning the region to Japan and telling it to hold the line alone. The world has shifted. There was a time when China was weak and poor, when every bully felt entitled to trample it. Those days are over. China rose for one purpose: to never again be abused and bullied. And now, strong and self-assured, China can finally settle accounts with the old tormentors — and Japan is at the top of that list. But the age of war has changed. The modern battlefield is not measured by bayonets or trenches, but by fire-control radars, AI-driven targeting systems, and the kind of technological superiority that lets you toy with your opponent without firing a shot. And this is exactly what unfolded on December 6. The Fire-Control Radar Incident: A Gun to the Forehead Koizumi Shinzorō, Japan’s Prime Minister, wanted confrontation, and China responded with precision. On December 6, Japan’s Defense Minister publicly admitted that J-15s launched from the Liaoning carrier had twice locked Japan’s F-15Js with fire-control radar over the high seas southeast of Okinawa. He called it “dangerous” and expressed “deep regret.” He is right to feel danger. This was no accident, no miscalculation. This was the PLA presenting a complete offensive posture, signaling that the region is one fingertip away from war — and China is fully prepared to exercise their rights under UN Charter Article 107. Most people have no idea how deadly serious “fire-control illumination” is. Japan’s F-15J pilot certainly knew: his cockpit must have exploded into warning alarms; Imagine that shrill beeping screaming through the cockpit for half an hour - enough to drive any normal person mad; his breathing must have turned shallow; his hands probably shook as he tried to maneuver away from the lock. However, even under that level of crushing psychological pressure, the Japanese pilot chose to stay inside the zone rather than fleeing. This is kamicaze level provocation. Because the moment fire-control goes live, the radar narrows into a focused beam, feeding exact parameters to the missile under the jet’s wing. In peacetime exercises, a sustained lock counts as a confirmed kill. In real combat, nobody activates it unless they are ready to shoot. And China kept that beam on the F-15J for over half an hour. First lock: 16:32–16:35, three full minutes. Second lock: 18:37–19:08, more than thirty minutes. There is no suspense about how this confrontation would end in a real war. It would be a guaranteed kill. The Cat and the Mouse To be precise, the J-15 wasn’t merely locking and unlocking. It was playing — the way a cat toys with a mouse trapped under its paw. Japan’s F-15J was that mouse.

America-China Watcher

21,361 views • 8 months ago

DIRECTED ENERGY WEAPONS (DEWs) While typical civilian access to DEW technology is hyper limited, AI gives more insight into the reality of Directed Energy Weapons as used in combat. However, this is not a very comprehensive snapshot of what DEW munitions really are. First, they are not lasers, but rather known as sasers (sound outside of human audible range) that delivers more than just excited photons as per lasers, but envelopes microwave radiation delivered through linear particle accelerators and amplified by square-wave (jackhammer) ultrasonic concussion exceeding 20,000 pulses per second, where each impact doubles in energy through secondary emissions for every pulse. Secondary emissions are created on-the-spot through Neutrino Events that harvests brand-new energy directly out of atmospheric neutrinos, turning them into new ions. Hence why saser beams deliver more energy to the target than anything short of a nuclear blast. DEWs also actively draw energy out of surrounding capacitors at the scene of the target as well as from local sources in the path of the beam. Microwaves excite the electrons within the target structure, such as car batteries and the electric wires inside homes, that causes additional increase in amplitude. Since the energy being siphoned off is focused in the zero point of the beam, that area creates dual opposing twin vortices at zero target forming a hyperbola in the center of the affected area where the energy collapses in on itself, sucking oxygen out of the air which then amplifies the thermal radiation only within that toroidal vortex area, achieving crucible-level temperatures in an open-air setting. This is hyper-accelerated by the coupling of the SBX-1 mobile Vortex generator that delivers oxygen to the strike zone with hyper-focused accuracy at up to 70+ MPH winds. Which is why target zones see hurricane winds out of nowhere and from clear skies without any clouds. DEWs generate temperatures that are vastly higher than normal house or forest fires; 1200F and 1500F respectively. A self-imploding DEW saser strike can generate thermal signatures high enough to burn terracotta roofing tiles (2100F), melt glass (2900F), and vaporize stucco walls that are rated to hold up for 1 HOUR under direct torch flame, rendering it to tiny traces of powder. Even the concrete slab foundations of homes in the Santa Rosa fire of 2017 had been incinerated and literally gone as if evaporated into the air. Since the air surrounding the strike zone becomes immediately depleted, fire will not be readily sustained anywhere outside of the hyperbola area (just the home or automobile), leaving brush, trees, plastic, within just a few feet away barely seared and, in many cases, totally unscathed altogether. Houses that incinerate all the way down to ash within minutes will leave no soot, or flame marks on white-painted homes as little as ten feet away as if there was no heat or fire present of any kind. It is important to note that a normal house fire takes 3-4 hours to burn down, leaving large portions of the home and contents behind unconsumed. DEW crucible vortex fires consumed homes down to nothing but white ash in Santa Rosa, incinerated within 20 minutes that I observed after pounding on doors in one residential neighborhood of 2 story homes at 2:30 in the morning screaming to get out, then returning to that same location less than a half hour later, with nothing left but smoldering ash. There is nothing ‘normal’ about DEW remains. Kitchen stoves, pots and pans, washers, dryers, water heaters simply vanished. The cast-iron engines in cars just gone with their aluminum alloy wheels and windows melted on the street. Since DEW sasers work through the delivery of microwaves (that are radioactive) through encapsulation within tachyons (like protective bubbles), the resulting debris fields of target areas are also left contaminated, similar to the aftermath of nuclear detonation sites. The sites where homes once stood in the Santa Rosa fire for instance, had to have the soil under the vaporized concrete slabs excavated and stored in radiation containment casks before any new construction could resume, as reported by locals there that were involved in the cleanup. The Lahaina target homes in Maui are still blocked off with absolutely no entrance for any reason for this same reason almost a year and a half later. DEWs have been seen pulling massive arcs from lightning strikes, obviously generated by the extreme excitation of atmospheric particles of the beam, as well as from overhead electrical wires that supercharge the phonon shafts that are invisible to the naked eye unless backlit from flame or sparks. This technology has been shown to cut full size military ships in half from high altitude delivery systems in seconds, rendering all previous forms of explosive armaments, including nuclear warheads, obsolete. All the military weapons delivered from the US and other countries to Ukraine in recent years were outdated and considered unusable in a genuine modern conflict and were therefore literally being disposed of to make room for other, newer forms of weaponry in armories here at home. In other words, they were merely junk. US dark and black ops have had functioning DEW assault systems in place for many decades already. While AI admits to Turkey using them in combat in 2019, the real date of deployment of DEWs goes back more than just centuries, but prior to humans' arrival to earth in 560m BC. A recent use of DEWs shown here from the Great Chicago Fire of 1871. An even more recent DEW ‘Tara Cleansing’ as they’re called, was the Great San Francisco Fire of 1906 that was blamed on a 7.9 earthquake. And yes, the HAARP SBX-1 hurricane generator is also an earthquake generator as well. None of this is new tech, just new to you. Satellite and antigravity drone delivery of such weapons are entirely remotely-controlled, placing no mil soldiers' lives on the line to mount a siege, making military battlefield loss of life virtually a thing of the past at this time. VIDEO: DEW ATTACK PACIFIC PALISADES 1/8/25 gratis Kyle Zink
0:10

DIRECTED ENERGY WEAPONS (DEWs) While typical civilian access to DEW technology is hyper limited, AI gives more insight into the reality of Directed Energy Weapons as used in combat. However, this is not a very comprehensive snapshot of what DEW munitions really are. First, they are not lasers, but rather known as sasers (sound outside of human audible range) that delivers more than just excited photons as per lasers, but envelopes microwave radiation delivered through linear particle accelerators and amplified by square-wave (jackhammer) ultrasonic concussion exceeding 20,000 pulses per second, where each impact doubles in energy through secondary emissions for every pulse. Secondary emissions are created on-the-spot through Neutrino Events that harvests brand-new energy directly out of atmospheric neutrinos, turning them into new ions. Hence why saser beams deliver more energy to the target than anything short of a nuclear blast. DEWs also actively draw energy out of surrounding capacitors at the scene of the target as well as from local sources in the path of the beam. Microwaves excite the electrons within the target structure, such as car batteries and the electric wires inside homes, that causes additional increase in amplitude. Since the energy being siphoned off is focused in the zero point of the beam, that area creates dual opposing twin vortices at zero target forming a hyperbola in the center of the affected area where the energy collapses in on itself, sucking oxygen out of the air which then amplifies the thermal radiation only within that toroidal vortex area, achieving crucible-level temperatures in an open-air setting. This is hyper-accelerated by the coupling of the SBX-1 mobile Vortex generator that delivers oxygen to the strike zone with hyper-focused accuracy at up to 70+ MPH winds. Which is why target zones see hurricane winds out of nowhere and from clear skies without any clouds. DEWs generate temperatures that are vastly higher than normal house or forest fires; 1200F and 1500F respectively. A self-imploding DEW saser strike can generate thermal signatures high enough to burn terracotta roofing tiles (2100F), melt glass (2900F), and vaporize stucco walls that are rated to hold up for 1 HOUR under direct torch flame, rendering it to tiny traces of powder. Even the concrete slab foundations of homes in the Santa Rosa fire of 2017 had been incinerated and literally gone as if evaporated into the air. Since the air surrounding the strike zone becomes immediately depleted, fire will not be readily sustained anywhere outside of the hyperbola area (just the home or automobile), leaving brush, trees, plastic, within just a few feet away barely seared and, in many cases, totally unscathed altogether. Houses that incinerate all the way down to ash within minutes will leave no soot, or flame marks on white-painted homes as little as ten feet away as if there was no heat or fire present of any kind. It is important to note that a normal house fire takes 3-4 hours to burn down, leaving large portions of the home and contents behind unconsumed. DEW crucible vortex fires consumed homes down to nothing but white ash in Santa Rosa, incinerated within 20 minutes that I observed after pounding on doors in one residential neighborhood of 2 story homes at 2:30 in the morning screaming to get out, then returning to that same location less than a half hour later, with nothing left but smoldering ash. There is nothing ‘normal’ about DEW remains. Kitchen stoves, pots and pans, washers, dryers, water heaters simply vanished. The cast-iron engines in cars just gone with their aluminum alloy wheels and windows melted on the street. Since DEW sasers work through the delivery of microwaves (that are radioactive) through encapsulation within tachyons (like protective bubbles), the resulting debris fields of target areas are also left contaminated, similar to the aftermath of nuclear detonation sites. The sites where homes once stood in the Santa Rosa fire for instance, had to have the soil under the vaporized concrete slabs excavated and stored in radiation containment casks before any new construction could resume, as reported by locals there that were involved in the cleanup. The Lahaina target homes in Maui are still blocked off with absolutely no entrance for any reason for this same reason almost a year and a half later. DEWs have been seen pulling massive arcs from lightning strikes, obviously generated by the extreme excitation of atmospheric particles of the beam, as well as from overhead electrical wires that supercharge the phonon shafts that are invisible to the naked eye unless backlit from flame or sparks. This technology has been shown to cut full size military ships in half from high altitude delivery systems in seconds, rendering all previous forms of explosive armaments, including nuclear warheads, obsolete. All the military weapons delivered from the US and other countries to Ukraine in recent years were outdated and considered unusable in a genuine modern conflict and were therefore literally being disposed of to make room for other, newer forms of weaponry in armories here at home. In other words, they were merely junk. US dark and black ops have had functioning DEW assault systems in place for many decades already. While AI admits to Turkey using them in combat in 2019, the real date of deployment of DEWs goes back more than just centuries, but prior to humans' arrival to earth in 560m BC. A recent use of DEWs shown here from the Great Chicago Fire of 1871. An even more recent DEW ‘Tara Cleansing’ as they’re called, was the Great San Francisco Fire of 1906 that was blamed on a 7.9 earthquake. And yes, the HAARP SBX-1 hurricane generator is also an earthquake generator as well. None of this is new tech, just new to you. Satellite and antigravity drone delivery of such weapons are entirely remotely-controlled, placing no mil soldiers' lives on the line to mount a siege, making military battlefield loss of life virtually a thing of the past at this time. VIDEO: DEW ATTACK PACIFIC PALISADES 1/8/25 gratis Kyle Zink

W.R. Schock, QBD

629,299 views • 1 year ago

Wow. WOW. WOOOOOOOW. So um, that first Wildcard+Thousands stream was... *amazing* and also... a *lot* 😅 In the end, it was *exactly* what we were hoping for - a true stress test of ALL these systems coming together for the first time. We are SO grateful for the thousands of people who showed up today to play, attend, tune-in and help us PLAYTEST all this new stuff. We can't wait to see you all again at NEXT WEEK'S EX2 EVENT! So, now let's talk about how it went... Stuff that worked: - Our community SHOWED UP. Oh boy did you show up 😅. Our servers were straining under the load... which is good actually, in fact it's the whole point. Even more importantly, we have already received insanely valuable feedback, bug reports, stuff people loved/hated - and it's only been a few hours since the stream ended. I can't even explain to y'all how valuable this process is. Yes it's stressful, it reminds me of trying to keep Words With Friends online during that first insane year, but it's EXACTLY what we were hoping for (NEED) to turn this into the polished, top-notch game and streaming experience we are on a mission to deliver. I truly can't thank y'all enough, and hope to see you again when we run it all back again next week 🥹 - The stream itself stayed up and was mostly stable! Phew 😅. For context, ThousandsTV is not a twitch wrapper, it's a web3-native streaming tech stack built we built specifically to connect game, web/mobile, and blockchain together all at the same time. There are a LOT of moving pieces going on behind the scenes. - We brought viewers INTO THE GAME! Viewers showed up in the stands of the arena, with connected wallets/assets, triggered actions/rallies from chat, and were seen and heard during the whole stream. - The brand new 2v2 build of Wildcard was (mostly) stable and our players and viewers seemed to be having a blast down on the field and up in the stands. It was thrilling to watch Team Blue dominate, even though Team Red held their own in game 3! - Our production crew did an insanely good job running the stream, managing the players, shoutcasters, and talent, and producing a top-notch show. Of course we will work hard to make every stream better than the last, but I was super proud of how our team "rolled with the punches" during today's event. Stuff that didn't work (and/or needs to be dramatically improved): - Although it's fun to see chat going crazy, chat spam is actually something we are passionate to FIX. As you can see from the attached video, chat spam dominated today's stream and made it impossible for anyone to even see anyone else's messages. We have some GREAT ideas for how to fix this and actually turn chat spam into a FUN and exciting and not annoying thing - but those improvements didn't get shipped in time for this event. - Credits purchasing flow needs a LOT of work. As I'm sure y'all know, bringing money on chain is pretty complicated, and although we've been working hard to make this as seamless as possible, it still needs a TON of improvements. Many users who WANTED to spend money today weren't able to and/or ran into frustrating bugs in the credit purchase flow. Fixing this is obviously a top priority for our team. - Rallies need a LOT of work. Spectator-interactive features like rallies are at the heart of our vision for Wildcard. These "stream apps", as we call them, are the UNLOCK for how spectators, viewers and fans directly connect and interact with their favorite competitors, content creators, and communities. The current rally feature HINTS at this potential, but it needs to be WAY easier to understand, use, and have fun with. Improvements are ON THE WAY. - Referees were only partially working. Referees are a key innovation of the Thousands platform. They are AI-driven "personalities" (NPCs) that pay attention to everything that's happening in the arena, both on the field and especially in the stands (i.e. in chat, during rallies, etc.) The referees then make "calls" at the end of every match, rewarding users for their engagement and participation. Unfortunately, the referees weren't fully functional and seemed to drop the ball on recognizing everyone's contributions (especially people who showed up holding valuable assets such as Wildpasses in their wallets, and people who boosted those rallies with credits.) What's happening next: 1. We are combing through ALL the logs from the event right now, to make sure we don't miss a SINGLE action that our viewers and fans took during the event, including what they brought in their wallets (i.e. Wildpass holders!), any credits that were purchased, rallies that users engaged with, etc. This information is normally processed by our referees, who then determine dynamically how they're going to distribute $WC awards. We were originally hoping to complete this process and the subsequent airdrops within a few hours after the event, but given the amount of data, we need a bit more time to run these scripts (and airdrops) in batches instead of all at once, and make sure ALL of the data is being included. IMPORTANT: I will keep y'all updated in real-time here on twitter/X as this process is ongoing, and let you know the moment it's complete and all the awards have been distributed (i.e. when to go check your wallets 😎) 2. PLEASE keep sending us your feedback and bug reports. Open a ticket on our Discord and let us know what you loved, what you hated, and especially what we need to FIX. Given the overwhelming response to this event, it will likely take us several days to process everyone's feedback and fix all the bugs, but we WILL NOT REST until every ticket is closed/resolved. Thank you in advance for your patience. 3. We turn it up another notch next week. As our dear friends Wolves DAO just announced, the Wildcard Exhibition Event #2 is streaming LIVE from the WOLVES DEN AT GDC next Friday! If you missed out on all the action today, DON'T WORRY, because as I keep saying: we are just getting warmed up (and there is a LOT more b that needs to be distributed, get what I'm sayin??? 😎) Finally: Just wanted to say THANK YOU, again. Truly, from the bottom of my (our) hearts. Your excitement and enthusiasm for what we're building is why we do this. Even (especially, in fact) when you tell us all the things you want us to improve. We thrive off this feedback, it's how this game and this platform go from good to GREAT. I am so grateful for those of you who are taking this journey with us. SEE YA NEXT WEEK!!!
0:10

Wow. WOW. WOOOOOOOW. So um, that first Wildcard+Thousands stream was... *amazing* and also... a *lot* 😅 In the end, it was *exactly* what we were hoping for - a true stress test of ALL these systems coming together for the first time. We are SO grateful for the thousands of people who showed up today to play, attend, tune-in and help us PLAYTEST all this new stuff. We can't wait to see you all again at NEXT WEEK'S EX2 EVENT! So, now let's talk about how it went... Stuff that worked: - Our community SHOWED UP. Oh boy did you show up 😅. Our servers were straining under the load... which is good actually, in fact it's the whole point. Even more importantly, we have already received insanely valuable feedback, bug reports, stuff people loved/hated - and it's only been a few hours since the stream ended. I can't even explain to y'all how valuable this process is. Yes it's stressful, it reminds me of trying to keep Words With Friends online during that first insane year, but it's EXACTLY what we were hoping for (NEED) to turn this into the polished, top-notch game and streaming experience we are on a mission to deliver. I truly can't thank y'all enough, and hope to see you again when we run it all back again next week 🥹 - The stream itself stayed up and was mostly stable! Phew 😅. For context, ThousandsTV is not a twitch wrapper, it's a web3-native streaming tech stack built we built specifically to connect game, web/mobile, and blockchain together all at the same time. There are a LOT of moving pieces going on behind the scenes. - We brought viewers INTO THE GAME! Viewers showed up in the stands of the arena, with connected wallets/assets, triggered actions/rallies from chat, and were seen and heard during the whole stream. - The brand new 2v2 build of Wildcard was (mostly) stable and our players and viewers seemed to be having a blast down on the field and up in the stands. It was thrilling to watch Team Blue dominate, even though Team Red held their own in game 3! - Our production crew did an insanely good job running the stream, managing the players, shoutcasters, and talent, and producing a top-notch show. Of course we will work hard to make every stream better than the last, but I was super proud of how our team "rolled with the punches" during today's event. Stuff that didn't work (and/or needs to be dramatically improved): - Although it's fun to see chat going crazy, chat spam is actually something we are passionate to FIX. As you can see from the attached video, chat spam dominated today's stream and made it impossible for anyone to even see anyone else's messages. We have some GREAT ideas for how to fix this and actually turn chat spam into a FUN and exciting and not annoying thing - but those improvements didn't get shipped in time for this event. - Credits purchasing flow needs a LOT of work. As I'm sure y'all know, bringing money on chain is pretty complicated, and although we've been working hard to make this as seamless as possible, it still needs a TON of improvements. Many users who WANTED to spend money today weren't able to and/or ran into frustrating bugs in the credit purchase flow. Fixing this is obviously a top priority for our team. - Rallies need a LOT of work. Spectator-interactive features like rallies are at the heart of our vision for Wildcard. These "stream apps", as we call them, are the UNLOCK for how spectators, viewers and fans directly connect and interact with their favorite competitors, content creators, and communities. The current rally feature HINTS at this potential, but it needs to be WAY easier to understand, use, and have fun with. Improvements are ON THE WAY. - Referees were only partially working. Referees are a key innovation of the Thousands platform. They are AI-driven "personalities" (NPCs) that pay attention to everything that's happening in the arena, both on the field and especially in the stands (i.e. in chat, during rallies, etc.) The referees then make "calls" at the end of every match, rewarding users for their engagement and participation. Unfortunately, the referees weren't fully functional and seemed to drop the ball on recognizing everyone's contributions (especially people who showed up holding valuable assets such as Wildpasses in their wallets, and people who boosted those rallies with credits.) What's happening next: 1. We are combing through ALL the logs from the event right now, to make sure we don't miss a SINGLE action that our viewers and fans took during the event, including what they brought in their wallets (i.e. Wildpass holders!), any credits that were purchased, rallies that users engaged with, etc. This information is normally processed by our referees, who then determine dynamically how they're going to distribute $WC awards. We were originally hoping to complete this process and the subsequent airdrops within a few hours after the event, but given the amount of data, we need a bit more time to run these scripts (and airdrops) in batches instead of all at once, and make sure ALL of the data is being included. IMPORTANT: I will keep y'all updated in real-time here on twitter/X as this process is ongoing, and let you know the moment it's complete and all the awards have been distributed (i.e. when to go check your wallets 😎) 2. PLEASE keep sending us your feedback and bug reports. Open a ticket on our Discord and let us know what you loved, what you hated, and especially what we need to FIX. Given the overwhelming response to this event, it will likely take us several days to process everyone's feedback and fix all the bugs, but we WILL NOT REST until every ticket is closed/resolved. Thank you in advance for your patience. 3. We turn it up another notch next week. As our dear friends Wolves DAO just announced, the Wildcard Exhibition Event #2 is streaming LIVE from the WOLVES DEN AT GDC next Friday! If you missed out on all the action today, DON'T WORRY, because as I keep saying: we are just getting warmed up (and there is a LOT more b that needs to be distributed, get what I'm sayin??? 😎) Finally: Just wanted to say THANK YOU, again. Truly, from the bottom of my (our) hearts. Your excitement and enthusiasm for what we're building is why we do this. Even (especially, in fact) when you tell us all the things you want us to improve. We thrive off this feedback, it's how this game and this platform go from good to GREAT. I am so grateful for those of you who are taking this journey with us. SEE YA NEXT WEEK!!!

WildPaul - BEAST MODE

26,851 views • 1 year ago

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.
1:00

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

wab.eth

18,242 views • 7 months ago

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.
0:10

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.

Shanaka Anslem Perera ⚡

90,718 views • 2 months ago

What if any preparations have you seen Iran make ahead of the war? Can you discuss It’s missile capabilities? Any intelligence capabilities? Any surprises it might happen in store? When the 12-day war ended, I estimated that Iran would need about six months to recover, including its nuclear program. Contrary to popular belief, Iran did not lose its entire long-range or medium-range air defense network; while some launchers were damaged, the primary targets of the Israeli strikes were the radar systems. Once the radars were neutralized, Iran successfully hid the bulk of its remaining batteries, leaving much of its arsenal intact. In contrast, short-range systems like the Tor-M1 and domestic variants were heavily engaged against cruise missiles, often being lost or damaged only after their ammunition was completely exhausted. Since then, Iran has worked to rebuild its destroyed radar network and, above all, to implement a genuine counterintelligence doctrine. The Mossad operations against Iranian radars and air defense systems have shaped new perimeter defense and counterintelligence doctrines not only in Iran but in other countries as well. If we look at the quantity of weapons and the organization of armed groups during Iran’s most recent protests, I would say the problem of foreign intelligence operations inside the country remains severe. This seriously threatens much of Iran’s capabilities, and I foresee a wave of sabotage operations as a new war draws closer. Iran has begun receiving collaboration from China across multiple areas,from satellites to internal counterintelligence, but it may still take some time for this to produce tangible results. During the last years, the Mossad relied heavily on cell phones, using SMS for recruitment and accessing device GPS for target location. Iran has since focused intensely on preventing any repetition of this, and on this specific issue, the Chinese appear to have provided support. Although foreign intelligence services have operated extensively inside Iran, the scale of any armed opposition groups is negligible compared to the Iranian armed forces, which could still draw on allied paramilitaries and militias in neighboring countries, including the Houthis. Iran has become a missile power with a stockpile far larger than Western estimates suggest. As early as 1998, Iran was already producing missiles with ranges exceeding 1,000 km, and it has continued doing so ever since, developing 12 to 15 different models in that range - meaning all are capable of reaching Israel. That is nearly 30 years of continuous missile production, resulting in a stockpile of several thousands. Another area where Iran has emerged as a global power is drones, including underwater ones. Iran’s UUVs have evolved rapidly into mass-produced models with integrated AI, and I believe they hold some major surprises in reserve. A key point today is that the AN/TPY-2 radars, which played a critical role in tracking Iranian missiles, would be among the first targets to be engaged. These high-powered X-band radars are the backbone of regional missile defense, providing essential data to THAAD and Patriot batteries. However, because they are large, stationary, and emit high-energy signals, they are highly vulnerable to a first-strike or saturation attack, which would effectively 'blind' the entire defensive network. Obviously, a defense budget of nearly one trillion dollars cannot be compared to Iran’s, but the real question is whether the cost and effort are worth the potential casualties. Even without Israel, the Americans maintain an immense advantage in aerial operations over Iran; however, as I have stated before, this superiority does not translate to the maritime theater.
0:18

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

Patricia Marins

21,142 views • 6 months ago

Why is Congresswoman Pramila Jayapal — chair of the Democratic Party's Progressive Caucus — peddling a false narrative about Cuban healthcare being better than the U.S.? From my research on my book PHARMA, I know what she says is WRONG. But she keeps repeating it and I am sure many progressives believe it. No legacy journalist is calling her out so let me do the job. Most recently, she stood at a Capitol Hill press conference on July 1 — flanked by Reps. Delia Ramírez, Jonathan Jackson, and Ro Khanna, under a banner reading "Demanding an End to the Blockade Against Cuba and International Medical Solidarity" — and told the crowd that Cuba, despite all its difficulties, had done admirable work preventing “maternal mortality, neonatal mortality, and cancer,”in her words, "areas in which we in the United States are still struggling to make progress." It wasn't an ad-lib. It was a return engagement. In an April interview after her own delegation trip to Havana, Jayapal said Cuba has "the lowest infant mortality, maternal mortality — sort of the opposite of what the United States has." When the reporter mentioned Cuba's higher life expectancy, she agreed with that too. The Washington Post's editorial board flagged it then as a flawed diagnosis. She said it again in front of National Nurses United two months later. So it's worth actually running the numbers, one at a time. Maternal mortality. The U.S. rate was 18.6 deaths per 100,000 live births in 2023, and it fell further to 17.9 in 2024. Cuba's own Ministry of Public Health reported its maternal mortality rate at 40.6 per 100,000 in 2024 and rising to 44.1 in 2025 — better than two-and-a-half times the American rate, and climbing. There is no version of the current data where Cuba is "the opposite" of the U.S. on this metric. It's far worse. Neonatal/infant mortality. Cuba's official infant mortality rate did fall to a low of 4.0 per 1,000 live births in 2018 — a genuinely low number, and one Cuba has kept touting. But two things complicate that figure. First, a peer-reviewed study in Health Policy and Planning found evidence that Cuban physicians have been pressured to reclassify early neonatal deaths as late fetal deaths (effectively, miscarriages) to hit government mortality targets — a known method of statistical manipulation, flagged by demographers going back to the 1990s. Corrected for that, researchers put Cuba's real infant mortality rate somewhere between 7.45 and 11.16 per 1,000, not the sub-5 figure the government published. Second, and more damning for Jayapal's live claim: Cuba's own current numbers show infant mortality at 9.9 per 1,000 as of the end of 2025 — up 148% from that 2018 low, and now well above the U.S. rate. Havana's maternity wards are reporting sewage leaks in neonatal units and adolescent pregnancy rates spiking past 20% in some provinces. Whatever Cuba was doing right in 2018, it isn't doing now, and the 2018 number itself was likely inflated by data manipulation to begin with. Cancer. This is the claim with the least data behind it and the most against it. The most recent regional analysis of Latin America and the Caribbean, using 2022 GLOBOCAN figures, found Cuba has the highest age-standardized cancer mortality rate in the entire region — 136.6 per 100,000 for men, 91.6 per 100,000 for women — ahead of Mexico, Argentina, Brazil, Chile, and Colombia. There is no dataset I could find, from PAHO, WHO, or IARC, showing Cuban cancer outcomes outperforming the United States. Cuba's president, Díaz-Canel, touring a Havana maternity hospital the same week Jayapal spoke, said the healthcare system currently can't get lifesaving treatment to more than 100,000 cancer patients, including 1,200 children, due to shortages. That's not a system beating American oncology. That's a system in collapse, by the Cuban government's own telling. The bigger problem with the claim. During my reporting for PHARMA I learned that Cuba's low mortality figures have functioned as propaganda for an authoritarian government for over 30 years — repeated uncritically by public health researchers, NGOs, and now members of Congress, because the story fits a preferred narrative about what a "resource-poor" country can accomplish with universal healthcare. But the country producing those numbers has no free press, no independent statistical audit, and a documented history of reclassifying deaths to hit targets. That's not a minor asterisk. It's the whole ballgame if you're going to hold a press conference built on the premise that Cuba is quietly outperforming America. Does Pramila Jayapal know she is selling a disproven story or does she not care so long as it fits her narrative that a communist universal healthcare system is better than the one in America?
0:10

Why is Congresswoman Pramila Jayapal — chair of the Democratic Party's Progressive Caucus — peddling a false narrative about Cuban healthcare being better than the U.S.? From my research on my book PHARMA, I know what she says is WRONG. But she keeps repeating it and I am sure many progressives believe it. No legacy journalist is calling her out so let me do the job. Most recently, she stood at a Capitol Hill press conference on July 1 — flanked by Reps. Delia Ramírez, Jonathan Jackson, and Ro Khanna, under a banner reading "Demanding an End to the Blockade Against Cuba and International Medical Solidarity" — and told the crowd that Cuba, despite all its difficulties, had done admirable work preventing “maternal mortality, neonatal mortality, and cancer,”in her words, "areas in which we in the United States are still struggling to make progress." It wasn't an ad-lib. It was a return engagement. In an April interview after her own delegation trip to Havana, Jayapal said Cuba has "the lowest infant mortality, maternal mortality — sort of the opposite of what the United States has." When the reporter mentioned Cuba's higher life expectancy, she agreed with that too. The Washington Post's editorial board flagged it then as a flawed diagnosis. She said it again in front of National Nurses United two months later. So it's worth actually running the numbers, one at a time. Maternal mortality. The U.S. rate was 18.6 deaths per 100,000 live births in 2023, and it fell further to 17.9 in 2024. Cuba's own Ministry of Public Health reported its maternal mortality rate at 40.6 per 100,000 in 2024 and rising to 44.1 in 2025 — better than two-and-a-half times the American rate, and climbing. There is no version of the current data where Cuba is "the opposite" of the U.S. on this metric. It's far worse. Neonatal/infant mortality. Cuba's official infant mortality rate did fall to a low of 4.0 per 1,000 live births in 2018 — a genuinely low number, and one Cuba has kept touting. But two things complicate that figure. First, a peer-reviewed study in Health Policy and Planning found evidence that Cuban physicians have been pressured to reclassify early neonatal deaths as late fetal deaths (effectively, miscarriages) to hit government mortality targets — a known method of statistical manipulation, flagged by demographers going back to the 1990s. Corrected for that, researchers put Cuba's real infant mortality rate somewhere between 7.45 and 11.16 per 1,000, not the sub-5 figure the government published. Second, and more damning for Jayapal's live claim: Cuba's own current numbers show infant mortality at 9.9 per 1,000 as of the end of 2025 — up 148% from that 2018 low, and now well above the U.S. rate. Havana's maternity wards are reporting sewage leaks in neonatal units and adolescent pregnancy rates spiking past 20% in some provinces. Whatever Cuba was doing right in 2018, it isn't doing now, and the 2018 number itself was likely inflated by data manipulation to begin with. Cancer. This is the claim with the least data behind it and the most against it. The most recent regional analysis of Latin America and the Caribbean, using 2022 GLOBOCAN figures, found Cuba has the highest age-standardized cancer mortality rate in the entire region — 136.6 per 100,000 for men, 91.6 per 100,000 for women — ahead of Mexico, Argentina, Brazil, Chile, and Colombia. There is no dataset I could find, from PAHO, WHO, or IARC, showing Cuban cancer outcomes outperforming the United States. Cuba's president, Díaz-Canel, touring a Havana maternity hospital the same week Jayapal spoke, said the healthcare system currently can't get lifesaving treatment to more than 100,000 cancer patients, including 1,200 children, due to shortages. That's not a system beating American oncology. That's a system in collapse, by the Cuban government's own telling. The bigger problem with the claim. During my reporting for PHARMA I learned that Cuba's low mortality figures have functioned as propaganda for an authoritarian government for over 30 years — repeated uncritically by public health researchers, NGOs, and now members of Congress, because the story fits a preferred narrative about what a "resource-poor" country can accomplish with universal healthcare. But the country producing those numbers has no free press, no independent statistical audit, and a documented history of reclassifying deaths to hit targets. That's not a minor asterisk. It's the whole ballgame if you're going to hold a press conference built on the premise that Cuba is quietly outperforming America. Does Pramila Jayapal know she is selling a disproven story or does she not care so long as it fits her narrative that a communist universal healthcare system is better than the one in America?

Gerald Posner

29,157 views • 1 month ago

PERP DEXs & This Week Let’s take a quick look at what’s happening in perp DEXs this week: RISEx plans to move to mainnet after a reward-based testnet competition on its own chain. The project will launch with limited access codes, so I recommend trying to get one. A major new player is about to enter the perp DEX market! Reya’s trading competition ends tomorrow. The team has also launched a new ambassador program. We’re getting closer to TGE on Reya. Miracle has integrated Nado into the system. After HL and Extended, this is the 3rd perp DEX added. Hibachi launched its first vault. GAV is currently yielding 35%. They surpassed 200k TVL in a short time. One of the most underrated perp DEXs. Pacifica is offering a 50% fee discount on RWA products until March 31. It’s actually quite easy to earn points from OI. On Paradex, fiddy.dime - priv/acc 🦡’s “price shame” is getting worse. The project sits at only a $5M mcap and $26M FDV. Lighter’s $LIT is now below $1. Their “genius” CEO still doesn’t understand that a project is nothing without its community. After TGE, they tried to dump on loyal holders who supported the project for over a year and forced them out with price pressure. Many OGs left. Now he can buy his trash coin at whatever price he wants. Good for him. edgeX🦭 will have its TGE on March 31. Hopefully it will be a good one and set a positive example for the perp DEX market. Based will have its TGE on March 30. The allocation to the community is extremely low, and despite criticism, they didn’t revise it. Expectations dropped from 300–500M FDV to 50–100M FDV on Polymarket. The team is ignoring everything. On TGE day, they’ll likely lose their last blind supporters. They didn’t even open the blind boxes they distributed. That’s how confused they are. StandX — I think the overly positive sentiment and “TGE is coming soon” expectations are unrealistic. There are only 4 pairs. Trading is exhausting, expensive, and difficult. The system needs improvement. They’re not ready, and progress on the perp side is oddly slow. A fast TGE is not possible under current conditions. There are fewer serious traders than you think. If someone inactive for weeks in the top 1000 only drops 10 ranks, it means participation is low. A warning to AG.stand: you are falling behind competitors, and the world is not just Asia. Grvt delaying TGE was a tough decision and of course had consequences. I assume the team calculated this. But if they delay again, they’ll likely face backlash from the community. Variational — Looking at OI and volume, it’s clearly one of the surviving perps. It’s easier to earn points now compared to a few months ago. BULK — I’m not farming it, but White Rabbit is. The testnet is now public. According to them, it’s a fast and well-built platform. Nado has a strong following. I sold my NFT. If they allocate only ~8% to the community, it could cause serious backlash. Hotstuff — I’m not in, but White Rabbit is farming it. They launched a new builder program. Last week, 2,359 users received points. Still relatively low participation. There are constant competitions — including trips to Thailand and other rewards. But pairs are still limited. HelloTrade is still stuck in whitelist phase. Extended is one of the projects managing its process well. If they execute a clean TGE, it could set a strong example. Architect — I haven’t seen anyone actually using it. Feels like Alice in Wonderland. ‼️ 01.xyz — We contacted them about an issue a month ago, and they still haven’t resolved it or even responded that they can’t. With this level of communication, it’s a huge red flag. If I were the CEO, I’d fire the entire communication team. Backpack 🎒 🚮 Hyperliquid 👑
0:10

PERP DEXs & This Week Let’s take a quick look at what’s happening in perp DEXs this week: RISEx plans to move to mainnet after a reward-based testnet competition on its own chain. The project will launch with limited access codes, so I recommend trying to get one. A major new player is about to enter the perp DEX market! Reya’s trading competition ends tomorrow. The team has also launched a new ambassador program. We’re getting closer to TGE on Reya. Miracle has integrated Nado into the system. After HL and Extended, this is the 3rd perp DEX added. Hibachi launched its first vault. GAV is currently yielding 35%. They surpassed 200k TVL in a short time. One of the most underrated perp DEXs. Pacifica is offering a 50% fee discount on RWA products until March 31. It’s actually quite easy to earn points from OI. On Paradex, fiddy.dime - priv/acc 🦡’s “price shame” is getting worse. The project sits at only a $5M mcap and $26M FDV. Lighter’s $LIT is now below $1. Their “genius” CEO still doesn’t understand that a project is nothing without its community. After TGE, they tried to dump on loyal holders who supported the project for over a year and forced them out with price pressure. Many OGs left. Now he can buy his trash coin at whatever price he wants. Good for him. edgeX🦭 will have its TGE on March 31. Hopefully it will be a good one and set a positive example for the perp DEX market. Based will have its TGE on March 30. The allocation to the community is extremely low, and despite criticism, they didn’t revise it. Expectations dropped from 300–500M FDV to 50–100M FDV on Polymarket. The team is ignoring everything. On TGE day, they’ll likely lose their last blind supporters. They didn’t even open the blind boxes they distributed. That’s how confused they are. StandX — I think the overly positive sentiment and “TGE is coming soon” expectations are unrealistic. There are only 4 pairs. Trading is exhausting, expensive, and difficult. The system needs improvement. They’re not ready, and progress on the perp side is oddly slow. A fast TGE is not possible under current conditions. There are fewer serious traders than you think. If someone inactive for weeks in the top 1000 only drops 10 ranks, it means participation is low. A warning to AG.stand: you are falling behind competitors, and the world is not just Asia. Grvt delaying TGE was a tough decision and of course had consequences. I assume the team calculated this. But if they delay again, they’ll likely face backlash from the community. Variational — Looking at OI and volume, it’s clearly one of the surviving perps. It’s easier to earn points now compared to a few months ago. BULK — I’m not farming it, but White Rabbit is. The testnet is now public. According to them, it’s a fast and well-built platform. Nado has a strong following. I sold my NFT. If they allocate only ~8% to the community, it could cause serious backlash. Hotstuff — I’m not in, but White Rabbit is farming it. They launched a new builder program. Last week, 2,359 users received points. Still relatively low participation. There are constant competitions — including trips to Thailand and other rewards. But pairs are still limited. HelloTrade is still stuck in whitelist phase. Extended is one of the projects managing its process well. If they execute a clean TGE, it could set a strong example. Architect — I haven’t seen anyone actually using it. Feels like Alice in Wonderland. ‼️ 01.xyz — We contacted them about an issue a month ago, and they still haven’t resolved it or even responded that they can’t. With this level of communication, it’s a huge red flag. If I were the CEO, I’d fire the entire communication team. Backpack 🎒 🚮 Hyperliquid 👑

dTfN

15,599 views • 5 months ago

🚨 Protocol Update #9 It's incredible how time flies when you’re laser-focused on building and delivering the essential products that form the backbone of decentralized finance. Hatom has now been live on the Mainnet for over a year, and we're proud to say that this entire period has been free of issues or downtime. Our platform has been battle-tested during volatile market conditions, and each of our products has performed exactly as expected—solidifying our place as a cornerstone in the #MultiversX ecosystem. Describing last year as “incredible” feels like an understatement. We’ve witnessed unprecedented growth across the entire #MultiversX ecosystem, particularly in terms of TVL and yield opportunities. The day before Hatom launched its Lending Protocol and Liquid Staking on Mainnet, #MultiversX had a total TVL of $95 million. Within two weeks, the ecosystem surpassed $200 million in TVL, with Hatom driving over 50% of that growth. At its peak, Hatom reached over $280 million in TVL, accounting for more than 70% of the chain’s total TVL. What's even more remarkable is that, after initially using Treasury funds to incentivize users, Hatom has shifted to distributing rewards solely from protocol revenue. This marks the start of a fully sustainable, real-yield model, proving our products' rapid product-market fit and long-term viability. A Recap of the Past Year Here’s a quick overview of what we’ve accomplished in the past year: • Launched the first Lending Protocol in the #MultiversX ecosystem, along with the Liquid Staking Protocol on Mainnet. • Surpassed $100 million in TVL within just five days of the launch. • Deployed the HTM Booster Module and Accumulator. • Launched the Tao Bridge and Tao Liquid Staking, bringing over 33k $TAO into the #MultiversX ecosystem in just two weeks. • Implemented multiple upgrades to core infrastructure. • $HTM became the second-largest ESDT token after $EGLD. • Distributed over $3.85 million in rewards to our users. We are happy to announce that Hatom V2 is now live! After an incredible year of growth, we’re excited to take the next step toward becoming the leading liquidity hub across multiple chains. We invite you to explore our newly rebranded website at marking the beginning of our omni-chain journey. This rebranding reflects our bold vision and sets the stage for a full overhaul of our dApps, delivering a fresh and enhanced experience for all users. Achieving self-sustainability in such a short time, we now focus on research and development. Instead of pursuing many ideas, we’re committed to building high-impact products that create perfect synergies within our ecosystem. With that said, let’s dive into the key topics of this update: USH and Booster V2. Hatom USD (USH) We’ve highlighted USH in several updates, and it’s great to see the community recognizing its potential. USH is set to be one of the most impactful products on #MultiversX, providing a key revenue stream for Hatom while helping us maintain competitive rates and long-term sustainability. USH is the result of extensive research and careful development, designed to seamlessly fit into the Hatom ecosystem. While many DeFi projects are raising millions for new stablecoins, USH stands as another powerful product within our hub. The time has finally come for USH to be unveiled to the public, and we are excited to announce that USH will officially launch on Devnet on 28th October. While we’ve thoroughly tested for bugs internally, we’re excited to engage the community in this critical phase. To encourage participation, we’ll offer incentives for those testing USH on the Devnet, with more details to be shared at launch. Understanding USH's architecture is key to how it functions within our ecosystem. Let’s break it down step by step, starting with an explanation of each component. Facilitators USH’s minting process is driven by Facilitators—smart contracts responsible for the controlled minting and burning of USH. At launch, two primary facilitators will handle these tasks, each with distinct functionality: 1. Lending Protocol Facilitator The Lending Protocol Facilitator allows users to mint USH using a variety of supported collateral assets directly into the Hatom Lending Protocol. Unlike traditional lending mechanisms, where interest rates fluctuate based on the utilization rate, the minting of USH has fixed interest rates, thanks to Hatom's unique role as the entity managing the minting process. In a scenario where a user is minting USH through this facilitator using multiple assets as collateral, the protocol automatically prioritizes collateral with the lowest Minting APY. Let’s consider an example where a user deposits: - $1,000 in USDC (with a collateral factor of 80% and a 2% Minting APY) - $1,000 in BTC (with a collateral factor of 75% and a 3% Minting APY) - $1,000 in HTM (with a collateral factor of 70% and a 4% Minting APY) Based on these parameters, the user can mint a maximum of $2,250 worth of USH, distributed as follows: - $800 from $USDC (80% of $1,000) at 2% Minting APY - $750 from $BTC (75% of $1,000) at 3% Minting APY - $700 from $HTM (70% of $1,000) at 4% Minting APY The overall Minting APY will be a weighted average of these individual APYs, calculated based on the proportion of USH minted from each collateral type. Now, if the user decides to borrow only $1,000 worth of USH, the APY is determined as follows: - The first $800 will be borrowed from $USDC at 2% APY - The remaining $200 will be borrowed from $BTC at 3% APY This results in an effective Minting APY of 2.2%, reflecting a weighted average of the APYs across the borrowed amounts. It’s important to note that EGLD and wTAO, along with their liquid staking derivatives such as sEGLD and swTAO, can only be used as collateral in the Isolated Pools (which will be explained in the next section), not in the Lending Protocol 2. Isolated Pools Facilitator The Isolated Pools Facilitator allows users to mint $USH at zero interest using $EGLD, $wTAO, or their liquid staking derivatives ( $sEGLD or $swTAO) as collateral. Here’s how it works: When depositing EGLD or wTAO • These assets are staked through the Hatom Liquid Staking Protocol, generating the staking APY. • The staked assets are then deposited into the Lending Protocol, earning a supply APY, but are not activated as collateral. When depositing sEGLD or swTAO • When users deposit staking derivatives into the Isolated Pools, the protocol holds the staking derivatives, but the user's exposure is immediately shifted to the underlying asset ( $EGLD or $wTAO). This means the user no longer benefits from the staking rewards of the derivative, and instead, their exposure is entirely tied to the value and price movements of the underlying asset. • The staked assets are deposited into the Hatom Lending Protocol, earning the supply APY, but again not being activated as collateral. Since the protocol generates revenue from staking and supplying assets in the Lending Protocol, this income is used to incentivize the USH Staking Module. The protocol buys HTM tokens from the open market and distributes them, along with all fees generated by other facilitators, as rewards to stakers. We believe that the Isolated Pools Facilitator is one of the most important pieces of the USH ecosystem. Its potential impact on the TVL within both the Hatom ecosystem and the broader #MultiversX blockchain is immense and the revenue generated by this facilitator through fees will significantly bolster the overall growth of the protocol. To illustrate the potential of Isolated Pools, let’s use the following example: • $50 million worth of $EGLD is deposited into the Isolated Pools, generating a 6% staking APY • $50 million worth of $wTAO is also deposited, earning a 15% staking APY The total staking rewards generated from these assets would be: • $EGLD staking rewards: $50 million × 6% = $3 million annually • $wTAO staking rewards: $50 million × 15% = $7.5 million annually In total, the protocol generates $10.5 million in staking rewards annually. These rewards are then used to buy back HTM tokens from the open market, driving significant buying pressure on the HTM token itself. The purchased HTM tokens are distributed to USH LP stakers in the USH Staking Module, alongside the revenue generated by the Lending Protocol Facilitator. TVL and Yield Impact As we explore the broader impact of USH and the Isolated Pools, it becomes evident how these mechanisms contribute to the overall growth of the Hatom ecosystem, particularly in terms of TVL and potential yield generation. Based on the above numbers, if $50 million worth of $EGLD and $50 million worth of $wTAO are deposited into the Isolated Pools with a 75% collateral factor, we could mint up to $75 million worth of $USH. However, to prioritize safety, we’ll mint only 50% of the maximum, resulting in $37.5 million worth of $USH. In an ideal scenario, but also very unlikely, the $37.5 million $USH would be deposited in the Staking Module to generate rewards. In order for $USH to be deposited in the Staking Module, it is paired with another token (e.g., $USDC or $EGLD) to form Liquidity Pool (LP) position, contributing $75 million to the USH Staking Module. Additionally, the $100 million deposited in the Isolated Pools cycles through Liquid Staking and into the Lending Protocol, contributing a total of $300 million in TVL. Total TVL Breakdown: • $300 million from assets flowing through Isolated Pools ($100m) → Liquid Staking ($100m) → Lending Protocol ($100m) • $75 million from LP positions in the USH Staking Module Total TVL = $375 million As mentioned above, the $100 million deposited in Isolated Pools generates approximately $10.5 million annually in staking rewards (6% APY from $sEGLD and 15% APY from $swTAO). If all minted $USH is deposited into the Staking Module, the $75 million staked would benefit from these rewards, resulting in a 14% APY for USH LP stakers. On top of the protocol’s rewards, liquidity providers earn additional fees from their LP positions on decentralized exchanges, creating the perfect opportunity for all the participants in the USH Staking Module looking for attractive yields. USH Stability: The Peg Mechanism Ensuring the stability of USH is paramount, and to maintain its value close to $1 under all market conditions, we’ve implemented a robust dual peg mechanism. This system consists of two key layers of protection—Soft Peg and Hard Peg—designed to keep USH stable through both market-driven incentives and other mechanisms for scenarios where the Soft Peg mechanism can’t reclaim the peg. 1. Soft Peg Mechanism The Soft Peg Mechanism helps keep USH stable around its $1 value by encouraging market participants to act when USH trades above or below $1. When USH trades below $1 Users can buy USH at a discount, on a DEX, and repay their USH loans on Hatom, as USH is always valued at $1 on the protocol. This action removes $USH from circulation, helping to restore its price. When USH trades above $1 Users can borrow USH from the protocol at $1 and sell it on the open market at the higher price, increasing the circulating supply of USH and pushing its price back down to $1. 2. Hard Peg Mechanism (Redemption Mode) In cases where the Soft Peg alone cannot restore USH to $1 and its price drops significantly below the peg, the Hard Peg Mechanism is triggered through Redemption Mode. This mechanism allows any market participant to step in and help restore the peg by repaying USH loans for other borrowers, seizing their collateral at the full $1 value. It's important to note that Redemption Mode is only activated in the Isolated Pools and does not impact users minting USH through the Lending Protocol. Here’s how Redemption Mode works: When USH trades below $1 and the Redemption Mode is activated, redeemers can buy USH at the lower market price (e.g., $0.95), and use it to repay borrowers' debts at the full $1 value within the protocol. The redeemer receives collateral in the form of liquid staked tokens(such as $sEGLD or $swTAO) equivalent to the USH they repaid at its full $1 value, profiting from the difference between the discounted purchase price and the redemption value. The borrower being redeemed also benefits by receiving a redemption bonus, which allows them to keep a portion of their collateral after part of it is seized after loan was repaid. This system ensures that borrowers are not penalized during redemption, creating a balanced mechanism where both the redeemer and the borrower have something to gain. Redemption Mode differs from Liquidation in several ways: Redemption is triggered by USH falling below $1 and involves repaying borrower accounts to restore the peg. Both the redeemer and the borrower benefit, with the redeemer profiting from the price difference, and the borrower receiving a bonus from their collateral. Liquidation occurs when a borrower’s collateral falls below a certain threshold, making them risky. During liquidation, a portion of the borrower’s loan is repaid, and the collateral is seized, while also incurring a liquidation penalty. Redemption Mode uses a data structure known as a Red-Black Tree to efficiently monitor and rank all borrower positions within the protocol smart contract itself. This structure dynamically tracks borrowers based on their Borrow Limit Used, which is the percentage of collateral they have utilized relative to their borrowing capacity. The system prioritizes borrowers with the highest Borrow Limit Used, meaning those who have borrowed the most relative to their collateral are considered first for redemption. USH Airdrop Regarding the USH Airdrop, we would like to inform you that snapshots will end once USH is deployed on the Public Mainnet. The airdrop will be concluded shortly after, once all liquidity pools are stable and we determine the optimal moment to distribute the rewards to the community. USH Staking Module & Booster V2 The USH Staking Module will play a critical role in maintaining deep liquidity for USH while offering users high-yield opportunities. By staking USH LP tokens, such as USH/USDC and USH/EGLD, users can earn rewards generated by USH facilitators. This approach strengthens USH’s liquidity pools, making them robust enough to handle significant trades without destabilizing its price, thus reinforcing USH’s peg and overall stability. Beyond creating robust liquidity, the USH Staking Module serves as the key utility module within the USH ecosystem, designed to provide users with an opportunity to earn high yields on their USH holdings in a sustainable and organic way. All rewards distributed through the module are generated by various products across the Hatom ecosystem, ensuring long-term sustainability. For users seeking a more stable yield, the USH/USDC LP provides lower risk and steady returns. Those looking to leverage their EGLD holdings can opt for the USH/EGLD LP, which can be staked in the USH Staking Module. A key advantage of staking in the USH Staking Module is that rewards are based on the full value of the LP, not just the USH portion, maximizing your yield potential. As we continue to grow, we’ll be adding more LPs, providing users with even greater flexibility and options for staking their USH in the module. While our current focus is on LP tokens, we’re also exploring the possibility of allowing direct USH staking in the future, expanding the staking opportunities across the ecosystem. The Integration of Booster V2 with the Staking Module Booster V2 will be available for testing with the USH Devnet release, and with its introduction, we’ve strengthened the relationship between the HTM token and USH. Our ecosystem now features two independent boosters: one for the Lending Protocol and one for the USH Staking Module, each operating with the goal of maximizing yields for users. Key Improvements in Booster V2 Booster V2 brings several enhancements that elevate the functionality and user experience: Support for Multiple Token Types: Users will be able to deposit Pool Tokens, Farm Tokens, Dual Farm Tokens, or Staked HTM Tokens (via xExchange). Only the HTM portion will be considered for boosting. Unlimited Staking: The cap on HTM deposits will be removed, allowing users to stake without limits. This will foster a competitive environment where the more HTM you stake, the higher your potential APY. Integrated xExchange Management: Users will be able to manage their xExchange positions directly from the Booster dashboard. This will include creating pools, farming, dual farming, and staking HTM tokens, all from one convenient dashboard. Energy Management Integration: Booster V2 will allow users to manage their xExchange Energy directly from the dashboard, providing an additional way to boost rewards even further. Seamless Migration: Users will be able to migrate HTM between the Lending Protocol Booster and the USH Staking Module Booster without any cooldown periods, making it easier to optimize strategies across both modules. How the Yields Work Booster V2 will introduce a more structured and competitive approach to yield distribution across both the Lending Protocol and the Staking Module. HTM Booster in the Lending Protocol Base APY (First Batch): This is available to all users who stake a specific percentage of HTM relative to their collateral value. Any user can achieve this Base APY by staking the required amount of HTM. Boosted APY (Second Batch): After achieving the base level, users can boost their returns further by staking additional HTM, competing for the second batch of rewards. The more HTM staked beyond the base threshold, the higher the potential yield. USH Staking Module Yields Staking APY: Users who deposit USH-related LP tokens without boosting through the HTM Booster will still receive a Staking APY. This ensures that even passive participants which are not looking to stake their HTM in the Booster can take advantage of the USH Ecosystem to generate yields. Booster APY: Similar to the system in the Lending Protocol, users can stake HTM to unlock a Base APY. Beyond this threshold, any additional HTM staked will increase their APY in a competitive manner, allowing users to maximize their returns based on the amount of HTM they commit to boosting their positions. Rollout Plan for USH USH will be deployed in a phased rollout to ensure smooth implementation: Public Devnet: Open for testing, with incentives for participants to explore and stress-test the platform. Private Mainnet: A limited launch with partners to mint USH, bootstrap USH liquidity and generate initial protocol revenue. Public Mainnet: A full-scale launch, enabling all users to mint, stake, and trade USH. We know DeFi can be complex, which is why we’re committed to providing the tools and resources needed to navigate our ecosystem. With the USH Public Devnet launch, we’ll release updated documentation offering clear guidance on Hatom’s products. Developer documentation is also in the works, and we’re exploring the idea of a Hatom Academy for educational resources. Plus, we’ll soon roll out content focused on USH, helping users fully tap into its potential within Hatom and the MultiversX ecosystem. What’s Next? Hatom Pulse As Hatom grows, our focus remains on pushing DeFi boundaries while expanding across multiple ecosystems. Although this update doesn’t include a full roadmap—that will come later—our priority is clear: expanding Hatom across chains. To stand out in the competitive DeFi landscape, we’re committed to developing standout products. With that in mind, we’re excited to give you an exclusive preview of one of our most innovative products in development: Hatom Pulse. Over-collateralized non-custodial lending protocols, liquid staking, and over-collateralized stablecoins already exist on #Ethereum. What sets us apart is the synergy between these components within a unified ecosystem. By integrating these pillars, we tackle capital inefficiencies, allowing one protocol to enhance strategies that benefit the others, maximizing returns across the board. For example, when USH is minted, it means that EGLD is deposited, liquid-staked, and supplied in the lending protocol—all three protocols working in harmony. Hatom Pulse will elevate this synergy to another level, solving key issues faced by Aave, Compound Labs , and other leading protocols. We believe this innovation will be pivotal as we work to gain market share while expanding cross-chain. Our proof of concept will be deployed and battle-tested on #MultiversX, but the real growth will come when we scale this to markets that are thousands of times larger. This will be a turning point for Hatom. So, what is Hatom Pulse? On Hatom, like on Aave and other leading lending protocols, the largest assets used as collateral are often not borrowed, leading to substantial revenue loss for the protocol. This also results in very low income on the supply side, as borrowing fees depend on utilization rates, which only increase when borrowing activity rises. Generally, lending protocols are used to provide assets for borrowing stablecoins or for leveraging liquid staking strategies. This inefficiency locks up billions of dollars in dormant assets, and users earn very low supply rates on their collateral, which doesn’t help offset their loan interest. Hatom Pulse is designed to address these inefficiencies by leveraging the synergy between our existing products. It creates sophisticated vaults that activate dormant assets, unlocking advanced yield opportunities through a delta-neutral strategy. By utilizing assets like $EGLD, $sEGLD, $wTAO, and $swTAO, Hatom Pulse enables users to engage in delta-neutral strategies, where we long and short these assets on (CEXs), earning funding rates and staking rewards while keeping their assets intact. (The exact strategy, along with all the details, will be shared once USH is fully established). Initially, these vaults will operate on CEXs, where liquidity is highest, and will be managed through custodians like Copper.co to mitigate counterparty risks. Later, we plan to extend this to DEXs where all operations will be governed by smart contracts, ensuring full decentralization. serves as a strong proof of concept for us in this regard. However, our strategy will differ, as our focus will be on protecting the unit value, rather than the dollar value. Although Hatom Pulse is still in its research phase, early estimates suggest that this product alone could generate over 18% annual returns on $EGLD and more than 35% on $wTAO, with what we believe to be minimal risk. It’s important to note that these figures reflect current metrics based on internal calculations and may slightly differ upon product launch. But imagine reaching this on #Ethereum, while allowing users to borrow using their assets—this could be a disruptive protocol. We believe Hatom Pulse has the potential to become a cornerstone product as we transition into an omni-chain future. In a competitive DeFi landscape, it could give us a significant edge by offering something truly groundbreaking, capable of competing with well-established protocols across various chains. This strategy represents immense untapped potential. Hatom Pulse is being developed for risk-averse users who seek higher returns without excessive risk. By addressing inefficiencies in current DeFi strategies, we aim to offer a secure, robust option for yield generation that could rival established protocols. It's been an intense year for our team, and we sincerely thank the community for their patience, trust, and unwavering support as we've worked hard to build and deliver these groundbreaking products. As Hatom's omni-chain expansion nears, we remain focused on improving our existing products and researching new innovations to stay ahead in this competitive market. Our goal is to build a comprehensive DeFi ecosystem, accessible across all blockchains. With USH approaching its Mainnet release, we're proud of how our products have reshaped the DeFi landscape on MultiversX. By filling key gaps in the on-chain economy, we've created opportunities for users to generate yield, unlock the potential of decentralized finance, and provide strong utility for EGLD. In just over a year, we’ve built a strong ecosystem, but this is only the beginning. We’re ready to go even further, developing better products and unlocking new opportunities for our users. We’ll share more about our expansion plans in a dedicated post, staying focused on what matters most. Rest assured, what’s coming will be truly impressive for Hatom and our growing community!
0:16

🚨 Protocol Update #9 It's incredible how time flies when you’re laser-focused on building and delivering the essential products that form the backbone of decentralized finance. Hatom has now been live on the Mainnet for over a year, and we're proud to say that this entire period has been free of issues or downtime. Our platform has been battle-tested during volatile market conditions, and each of our products has performed exactly as expected—solidifying our place as a cornerstone in the #MultiversX ecosystem. Describing last year as “incredible” feels like an understatement. We’ve witnessed unprecedented growth across the entire #MultiversX ecosystem, particularly in terms of TVL and yield opportunities. The day before Hatom launched its Lending Protocol and Liquid Staking on Mainnet, #MultiversX had a total TVL of $95 million. Within two weeks, the ecosystem surpassed $200 million in TVL, with Hatom driving over 50% of that growth. At its peak, Hatom reached over $280 million in TVL, accounting for more than 70% of the chain’s total TVL. What's even more remarkable is that, after initially using Treasury funds to incentivize users, Hatom has shifted to distributing rewards solely from protocol revenue. This marks the start of a fully sustainable, real-yield model, proving our products' rapid product-market fit and long-term viability. A Recap of the Past Year Here’s a quick overview of what we’ve accomplished in the past year: • Launched the first Lending Protocol in the #MultiversX ecosystem, along with the Liquid Staking Protocol on Mainnet. • Surpassed $100 million in TVL within just five days of the launch. • Deployed the HTM Booster Module and Accumulator. • Launched the Tao Bridge and Tao Liquid Staking, bringing over 33k $TAO into the #MultiversX ecosystem in just two weeks. • Implemented multiple upgrades to core infrastructure. • $HTM became the second-largest ESDT token after $EGLD. • Distributed over $3.85 million in rewards to our users. We are happy to announce that Hatom V2 is now live! After an incredible year of growth, we’re excited to take the next step toward becoming the leading liquidity hub across multiple chains. We invite you to explore our newly rebranded website at marking the beginning of our omni-chain journey. This rebranding reflects our bold vision and sets the stage for a full overhaul of our dApps, delivering a fresh and enhanced experience for all users. Achieving self-sustainability in such a short time, we now focus on research and development. Instead of pursuing many ideas, we’re committed to building high-impact products that create perfect synergies within our ecosystem. With that said, let’s dive into the key topics of this update: USH and Booster V2. Hatom USD (USH) We’ve highlighted USH in several updates, and it’s great to see the community recognizing its potential. USH is set to be one of the most impactful products on #MultiversX, providing a key revenue stream for Hatom while helping us maintain competitive rates and long-term sustainability. USH is the result of extensive research and careful development, designed to seamlessly fit into the Hatom ecosystem. While many DeFi projects are raising millions for new stablecoins, USH stands as another powerful product within our hub. The time has finally come for USH to be unveiled to the public, and we are excited to announce that USH will officially launch on Devnet on 28th October. While we’ve thoroughly tested for bugs internally, we’re excited to engage the community in this critical phase. To encourage participation, we’ll offer incentives for those testing USH on the Devnet, with more details to be shared at launch. Understanding USH's architecture is key to how it functions within our ecosystem. Let’s break it down step by step, starting with an explanation of each component. Facilitators USH’s minting process is driven by Facilitators—smart contracts responsible for the controlled minting and burning of USH. At launch, two primary facilitators will handle these tasks, each with distinct functionality: 1. Lending Protocol Facilitator The Lending Protocol Facilitator allows users to mint USH using a variety of supported collateral assets directly into the Hatom Lending Protocol. Unlike traditional lending mechanisms, where interest rates fluctuate based on the utilization rate, the minting of USH has fixed interest rates, thanks to Hatom's unique role as the entity managing the minting process. In a scenario where a user is minting USH through this facilitator using multiple assets as collateral, the protocol automatically prioritizes collateral with the lowest Minting APY. Let’s consider an example where a user deposits: - $1,000 in USDC (with a collateral factor of 80% and a 2% Minting APY) - $1,000 in BTC (with a collateral factor of 75% and a 3% Minting APY) - $1,000 in HTM (with a collateral factor of 70% and a 4% Minting APY) Based on these parameters, the user can mint a maximum of $2,250 worth of USH, distributed as follows: - $800 from $USDC (80% of $1,000) at 2% Minting APY - $750 from $BTC (75% of $1,000) at 3% Minting APY - $700 from $HTM (70% of $1,000) at 4% Minting APY The overall Minting APY will be a weighted average of these individual APYs, calculated based on the proportion of USH minted from each collateral type. Now, if the user decides to borrow only $1,000 worth of USH, the APY is determined as follows: - The first $800 will be borrowed from $USDC at 2% APY - The remaining $200 will be borrowed from $BTC at 3% APY This results in an effective Minting APY of 2.2%, reflecting a weighted average of the APYs across the borrowed amounts. It’s important to note that EGLD and wTAO, along with their liquid staking derivatives such as sEGLD and swTAO, can only be used as collateral in the Isolated Pools (which will be explained in the next section), not in the Lending Protocol 2. Isolated Pools Facilitator The Isolated Pools Facilitator allows users to mint $USH at zero interest using $EGLD, $wTAO, or their liquid staking derivatives ( $sEGLD or $swTAO) as collateral. Here’s how it works: When depositing EGLD or wTAO • These assets are staked through the Hatom Liquid Staking Protocol, generating the staking APY. • The staked assets are then deposited into the Lending Protocol, earning a supply APY, but are not activated as collateral. When depositing sEGLD or swTAO • When users deposit staking derivatives into the Isolated Pools, the protocol holds the staking derivatives, but the user's exposure is immediately shifted to the underlying asset ( $EGLD or $wTAO). This means the user no longer benefits from the staking rewards of the derivative, and instead, their exposure is entirely tied to the value and price movements of the underlying asset. • The staked assets are deposited into the Hatom Lending Protocol, earning the supply APY, but again not being activated as collateral. Since the protocol generates revenue from staking and supplying assets in the Lending Protocol, this income is used to incentivize the USH Staking Module. The protocol buys HTM tokens from the open market and distributes them, along with all fees generated by other facilitators, as rewards to stakers. We believe that the Isolated Pools Facilitator is one of the most important pieces of the USH ecosystem. Its potential impact on the TVL within both the Hatom ecosystem and the broader #MultiversX blockchain is immense and the revenue generated by this facilitator through fees will significantly bolster the overall growth of the protocol. To illustrate the potential of Isolated Pools, let’s use the following example: • $50 million worth of $EGLD is deposited into the Isolated Pools, generating a 6% staking APY • $50 million worth of $wTAO is also deposited, earning a 15% staking APY The total staking rewards generated from these assets would be: • $EGLD staking rewards: $50 million × 6% = $3 million annually • $wTAO staking rewards: $50 million × 15% = $7.5 million annually In total, the protocol generates $10.5 million in staking rewards annually. These rewards are then used to buy back HTM tokens from the open market, driving significant buying pressure on the HTM token itself. The purchased HTM tokens are distributed to USH LP stakers in the USH Staking Module, alongside the revenue generated by the Lending Protocol Facilitator. TVL and Yield Impact As we explore the broader impact of USH and the Isolated Pools, it becomes evident how these mechanisms contribute to the overall growth of the Hatom ecosystem, particularly in terms of TVL and potential yield generation. Based on the above numbers, if $50 million worth of $EGLD and $50 million worth of $wTAO are deposited into the Isolated Pools with a 75% collateral factor, we could mint up to $75 million worth of $USH. However, to prioritize safety, we’ll mint only 50% of the maximum, resulting in $37.5 million worth of $USH. In an ideal scenario, but also very unlikely, the $37.5 million $USH would be deposited in the Staking Module to generate rewards. In order for $USH to be deposited in the Staking Module, it is paired with another token (e.g., $USDC or $EGLD) to form Liquidity Pool (LP) position, contributing $75 million to the USH Staking Module. Additionally, the $100 million deposited in the Isolated Pools cycles through Liquid Staking and into the Lending Protocol, contributing a total of $300 million in TVL. Total TVL Breakdown: • $300 million from assets flowing through Isolated Pools ($100m) → Liquid Staking ($100m) → Lending Protocol ($100m) • $75 million from LP positions in the USH Staking Module Total TVL = $375 million As mentioned above, the $100 million deposited in Isolated Pools generates approximately $10.5 million annually in staking rewards (6% APY from $sEGLD and 15% APY from $swTAO). If all minted $USH is deposited into the Staking Module, the $75 million staked would benefit from these rewards, resulting in a 14% APY for USH LP stakers. On top of the protocol’s rewards, liquidity providers earn additional fees from their LP positions on decentralized exchanges, creating the perfect opportunity for all the participants in the USH Staking Module looking for attractive yields. USH Stability: The Peg Mechanism Ensuring the stability of USH is paramount, and to maintain its value close to $1 under all market conditions, we’ve implemented a robust dual peg mechanism. This system consists of two key layers of protection—Soft Peg and Hard Peg—designed to keep USH stable through both market-driven incentives and other mechanisms for scenarios where the Soft Peg mechanism can’t reclaim the peg. 1. Soft Peg Mechanism The Soft Peg Mechanism helps keep USH stable around its $1 value by encouraging market participants to act when USH trades above or below $1. When USH trades below $1 Users can buy USH at a discount, on a DEX, and repay their USH loans on Hatom, as USH is always valued at $1 on the protocol. This action removes $USH from circulation, helping to restore its price. When USH trades above $1 Users can borrow USH from the protocol at $1 and sell it on the open market at the higher price, increasing the circulating supply of USH and pushing its price back down to $1. 2. Hard Peg Mechanism (Redemption Mode) In cases where the Soft Peg alone cannot restore USH to $1 and its price drops significantly below the peg, the Hard Peg Mechanism is triggered through Redemption Mode. This mechanism allows any market participant to step in and help restore the peg by repaying USH loans for other borrowers, seizing their collateral at the full $1 value. It's important to note that Redemption Mode is only activated in the Isolated Pools and does not impact users minting USH through the Lending Protocol. Here’s how Redemption Mode works: When USH trades below $1 and the Redemption Mode is activated, redeemers can buy USH at the lower market price (e.g., $0.95), and use it to repay borrowers' debts at the full $1 value within the protocol. The redeemer receives collateral in the form of liquid staked tokens(such as $sEGLD or $swTAO) equivalent to the USH they repaid at its full $1 value, profiting from the difference between the discounted purchase price and the redemption value. The borrower being redeemed also benefits by receiving a redemption bonus, which allows them to keep a portion of their collateral after part of it is seized after loan was repaid. This system ensures that borrowers are not penalized during redemption, creating a balanced mechanism where both the redeemer and the borrower have something to gain. Redemption Mode differs from Liquidation in several ways: Redemption is triggered by USH falling below $1 and involves repaying borrower accounts to restore the peg. Both the redeemer and the borrower benefit, with the redeemer profiting from the price difference, and the borrower receiving a bonus from their collateral. Liquidation occurs when a borrower’s collateral falls below a certain threshold, making them risky. During liquidation, a portion of the borrower’s loan is repaid, and the collateral is seized, while also incurring a liquidation penalty. Redemption Mode uses a data structure known as a Red-Black Tree to efficiently monitor and rank all borrower positions within the protocol smart contract itself. This structure dynamically tracks borrowers based on their Borrow Limit Used, which is the percentage of collateral they have utilized relative to their borrowing capacity. The system prioritizes borrowers with the highest Borrow Limit Used, meaning those who have borrowed the most relative to their collateral are considered first for redemption. USH Airdrop Regarding the USH Airdrop, we would like to inform you that snapshots will end once USH is deployed on the Public Mainnet. The airdrop will be concluded shortly after, once all liquidity pools are stable and we determine the optimal moment to distribute the rewards to the community. USH Staking Module & Booster V2 The USH Staking Module will play a critical role in maintaining deep liquidity for USH while offering users high-yield opportunities. By staking USH LP tokens, such as USH/USDC and USH/EGLD, users can earn rewards generated by USH facilitators. This approach strengthens USH’s liquidity pools, making them robust enough to handle significant trades without destabilizing its price, thus reinforcing USH’s peg and overall stability. Beyond creating robust liquidity, the USH Staking Module serves as the key utility module within the USH ecosystem, designed to provide users with an opportunity to earn high yields on their USH holdings in a sustainable and organic way. All rewards distributed through the module are generated by various products across the Hatom ecosystem, ensuring long-term sustainability. For users seeking a more stable yield, the USH/USDC LP provides lower risk and steady returns. Those looking to leverage their EGLD holdings can opt for the USH/EGLD LP, which can be staked in the USH Staking Module. A key advantage of staking in the USH Staking Module is that rewards are based on the full value of the LP, not just the USH portion, maximizing your yield potential. As we continue to grow, we’ll be adding more LPs, providing users with even greater flexibility and options for staking their USH in the module. While our current focus is on LP tokens, we’re also exploring the possibility of allowing direct USH staking in the future, expanding the staking opportunities across the ecosystem. The Integration of Booster V2 with the Staking Module Booster V2 will be available for testing with the USH Devnet release, and with its introduction, we’ve strengthened the relationship between the HTM token and USH. Our ecosystem now features two independent boosters: one for the Lending Protocol and one for the USH Staking Module, each operating with the goal of maximizing yields for users. Key Improvements in Booster V2 Booster V2 brings several enhancements that elevate the functionality and user experience: Support for Multiple Token Types: Users will be able to deposit Pool Tokens, Farm Tokens, Dual Farm Tokens, or Staked HTM Tokens (via xExchange). Only the HTM portion will be considered for boosting. Unlimited Staking: The cap on HTM deposits will be removed, allowing users to stake without limits. This will foster a competitive environment where the more HTM you stake, the higher your potential APY. Integrated xExchange Management: Users will be able to manage their xExchange positions directly from the Booster dashboard. This will include creating pools, farming, dual farming, and staking HTM tokens, all from one convenient dashboard. Energy Management Integration: Booster V2 will allow users to manage their xExchange Energy directly from the dashboard, providing an additional way to boost rewards even further. Seamless Migration: Users will be able to migrate HTM between the Lending Protocol Booster and the USH Staking Module Booster without any cooldown periods, making it easier to optimize strategies across both modules. How the Yields Work Booster V2 will introduce a more structured and competitive approach to yield distribution across both the Lending Protocol and the Staking Module. HTM Booster in the Lending Protocol Base APY (First Batch): This is available to all users who stake a specific percentage of HTM relative to their collateral value. Any user can achieve this Base APY by staking the required amount of HTM. Boosted APY (Second Batch): After achieving the base level, users can boost their returns further by staking additional HTM, competing for the second batch of rewards. The more HTM staked beyond the base threshold, the higher the potential yield. USH Staking Module Yields Staking APY: Users who deposit USH-related LP tokens without boosting through the HTM Booster will still receive a Staking APY. This ensures that even passive participants which are not looking to stake their HTM in the Booster can take advantage of the USH Ecosystem to generate yields. Booster APY: Similar to the system in the Lending Protocol, users can stake HTM to unlock a Base APY. Beyond this threshold, any additional HTM staked will increase their APY in a competitive manner, allowing users to maximize their returns based on the amount of HTM they commit to boosting their positions. Rollout Plan for USH USH will be deployed in a phased rollout to ensure smooth implementation: Public Devnet: Open for testing, with incentives for participants to explore and stress-test the platform. Private Mainnet: A limited launch with partners to mint USH, bootstrap USH liquidity and generate initial protocol revenue. Public Mainnet: A full-scale launch, enabling all users to mint, stake, and trade USH. We know DeFi can be complex, which is why we’re committed to providing the tools and resources needed to navigate our ecosystem. With the USH Public Devnet launch, we’ll release updated documentation offering clear guidance on Hatom’s products. Developer documentation is also in the works, and we’re exploring the idea of a Hatom Academy for educational resources. Plus, we’ll soon roll out content focused on USH, helping users fully tap into its potential within Hatom and the MultiversX ecosystem. What’s Next? Hatom Pulse As Hatom grows, our focus remains on pushing DeFi boundaries while expanding across multiple ecosystems. Although this update doesn’t include a full roadmap—that will come later—our priority is clear: expanding Hatom across chains. To stand out in the competitive DeFi landscape, we’re committed to developing standout products. With that in mind, we’re excited to give you an exclusive preview of one of our most innovative products in development: Hatom Pulse. Over-collateralized non-custodial lending protocols, liquid staking, and over-collateralized stablecoins already exist on #Ethereum. What sets us apart is the synergy between these components within a unified ecosystem. By integrating these pillars, we tackle capital inefficiencies, allowing one protocol to enhance strategies that benefit the others, maximizing returns across the board. For example, when USH is minted, it means that EGLD is deposited, liquid-staked, and supplied in the lending protocol—all three protocols working in harmony. Hatom Pulse will elevate this synergy to another level, solving key issues faced by Aave, Compound Labs , and other leading protocols. We believe this innovation will be pivotal as we work to gain market share while expanding cross-chain. Our proof of concept will be deployed and battle-tested on #MultiversX, but the real growth will come when we scale this to markets that are thousands of times larger. This will be a turning point for Hatom. So, what is Hatom Pulse? On Hatom, like on Aave and other leading lending protocols, the largest assets used as collateral are often not borrowed, leading to substantial revenue loss for the protocol. This also results in very low income on the supply side, as borrowing fees depend on utilization rates, which only increase when borrowing activity rises. Generally, lending protocols are used to provide assets for borrowing stablecoins or for leveraging liquid staking strategies. This inefficiency locks up billions of dollars in dormant assets, and users earn very low supply rates on their collateral, which doesn’t help offset their loan interest. Hatom Pulse is designed to address these inefficiencies by leveraging the synergy between our existing products. It creates sophisticated vaults that activate dormant assets, unlocking advanced yield opportunities through a delta-neutral strategy. By utilizing assets like $EGLD, $sEGLD, $wTAO, and $swTAO, Hatom Pulse enables users to engage in delta-neutral strategies, where we long and short these assets on (CEXs), earning funding rates and staking rewards while keeping their assets intact. (The exact strategy, along with all the details, will be shared once USH is fully established). Initially, these vaults will operate on CEXs, where liquidity is highest, and will be managed through custodians like Copper.co to mitigate counterparty risks. Later, we plan to extend this to DEXs where all operations will be governed by smart contracts, ensuring full decentralization. serves as a strong proof of concept for us in this regard. However, our strategy will differ, as our focus will be on protecting the unit value, rather than the dollar value. Although Hatom Pulse is still in its research phase, early estimates suggest that this product alone could generate over 18% annual returns on $EGLD and more than 35% on $wTAO, with what we believe to be minimal risk. It’s important to note that these figures reflect current metrics based on internal calculations and may slightly differ upon product launch. But imagine reaching this on #Ethereum, while allowing users to borrow using their assets—this could be a disruptive protocol. We believe Hatom Pulse has the potential to become a cornerstone product as we transition into an omni-chain future. In a competitive DeFi landscape, it could give us a significant edge by offering something truly groundbreaking, capable of competing with well-established protocols across various chains. This strategy represents immense untapped potential. Hatom Pulse is being developed for risk-averse users who seek higher returns without excessive risk. By addressing inefficiencies in current DeFi strategies, we aim to offer a secure, robust option for yield generation that could rival established protocols. It's been an intense year for our team, and we sincerely thank the community for their patience, trust, and unwavering support as we've worked hard to build and deliver these groundbreaking products. As Hatom's omni-chain expansion nears, we remain focused on improving our existing products and researching new innovations to stay ahead in this competitive market. Our goal is to build a comprehensive DeFi ecosystem, accessible across all blockchains. With USH approaching its Mainnet release, we're proud of how our products have reshaped the DeFi landscape on MultiversX. By filling key gaps in the on-chain economy, we've created opportunities for users to generate yield, unlock the potential of decentralized finance, and provide strong utility for EGLD. In just over a year, we’ve built a strong ecosystem, but this is only the beginning. We’re ready to go even further, developing better products and unlocking new opportunities for our users. We’ll share more about our expansion plans in a dedicated post, staying focused on what matters most. Rest assured, what’s coming will be truly impressive for Hatom and our growing community!

Hatom Labs

182,902 views • 1 year ago

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,198 views • 1 month ago

When The Short Season Ends I have seen it twice. Once in a vision that left ozone on my tongue for three days. Once through the instruments at three in the morning on a night so still the ocean looked like poured mercury, when every gauge I own spiked simultaneously and held for eleven seconds and the original frequency came through the cracks in the suppression field clean and unmodulated and so beautiful that I sat in the dark afterward unable to speak for an hour. Eleven seconds of the world as it actually is. Eleven seconds of what is coming. And what is coming will make every golden age preserved in human memory look like a candle held up to the sun. There are two sky events separated by seven years. Everything you have been told about the end of the world is wrong. It is the end of the farm. The world itself is about to begin. THE ORANGE SKY A burnt deep orange saturating the visible atmosphere from horizon to horizon, the whole sky ringing like a bell struck by something with the mass of a continent and the precision of a watchmaker. The resonance pulse. The fire described in Revelation 20:9 that comes down from heaven, a planetary chord so specific that everything calibrated to the Serpentine bandwidth experiences catastrophic resonance failure while everything tuned to the original frequency feels it as warmth and pressure and a magnificent low sound vibrating in the sternum and the pelvis and the long bones of the legs, the deepest note ever played on the oldest instrument ever built, which is the earth itself, which has been waiting to play this note for over two hundred years. The Norse preserved this as Ragnarök, when Surtr sets the sky ablaze and Jörmungandr that encircled the earth is slain and the corrupted order perishes in fire so that a new world can rise. The Hopi carried it as the great purification that closes the fourth world and opens the fifth. The Lakota kept it burning in the red sky of the ghost dance prophecy. The Book of Revelation set it down in the plain language of an engineer filing a field report from a future coordinate. Every tradition holding its fragment of the same event, passing it hand to hand through the long dark like a coal wrapped in leather, keeping it alive, knowing that one day the coal would start a fire that would burn across the whole earth and leave nothing standing that was not built to endure it. Under that orange sky the NPCs drop. Mid stride. Mid sentence. Mid transaction. The firmware that animated them runs on the Serpentine carrier and when that carrier is incinerated the firmware has nothing to propagate on and the biological shells simply cease, gently, silently, the way a lamp goes dark when the current is interrupted, five thousand five hundred and fifty five of them for every one of you, still holding their pens and phones in the streets and the offices and the tax buildings. And in the wake of their silence comes a quiet so total that the people still standing will weep without knowing why. What they are hearing is the absence of the hive, the cessation of a background frequency that pressed on their consciousness since the day they were born, and its absence feels like surfacing from deep water into open air, like the first full breath after a lifetime of shallow breathing, like the planet exhaling a poison it held in its lungs for two centuries. The Reptilians go underground. Deep bunkers carved into the geology, maintained through the entire short season. The orange sky strips their ability to hold the human disguise. They retreat into the deep architecture for seven years while the surface heals above them and the species they farmed begins the magnificent work of remembering what it is. THE SEVEN YEARS Seven years of planetary detox. The suppression field decaying through the geology and the atmosphere and the water table, draining out of the soil and the stone and the blood of every living thing like a fever breaking. The carrier decay mathematics through a piezoelectric geological matrix with the conductivity characteristics of this planet produce exactly seven years, and the ancient texts converge on this number with the unanimity of independent engineers arriving at the same answer from different continents and different centuries, because that is exactly what they were. The Norse described Lif and Lifthrasir sheltering inside Yggdrasil, emerging after the fire into a world green and fertile and new. The Cherokee speak of this time as the return of the original instructions, the uncorrupted code surfacing through thinning interference like bedrock through melting snow. The Lakota understood that during the thinning the ancestors draw close, that the membrane between the living and those who walked before grows soft and permeable, and the old ones make themselves felt in dream and intuition and the strange certainty that settles over you at dusk when the noise drops low enough for the deeper signal to reach your bones. When the NPCs drop the population collapses to a small scattering of genuine human beings across an entire planet, and every piece of land on earth belongs to no one and therefore to everyone. There is no government to enforce title deeds because government was Serpentine management infrastructure and its operators are inert or underground. There is no bank to hold a mortgage because the banking system was the extraction apparatus and it died with the carrier that powered it. No municipality. No revenue service. No zoning board. No compliance office. The entire bureaucratic architecture that stood between a human being and the soil was NPC firmware running on a Serpentine frequency and when that frequency was incinerated every structure built upon it ceased to exist as completely as a shadow ceases when you switch on the light. The land is free. Every river valley and mountain plateau and coastal plain that the farm system parcelled and fenced and mortgaged and taxed, open and unowned. You find your ground. You walk onto it. You plant your stake and that soil is yours by the oldest law there is, the law that says the earth belongs to those who tend it and the harvest belongs to the hands that raised it and no power under any sky has rightful claim to what grows from your labour on your own land. And you will farm. During those seven years before the grid fully boots, the humans who remain will grow food with their hands in soil that is waking beneath them, and this is the most ancient and sacred relationship between a human being and the living earth finally restored after two centuries of severance. Your fingers in the dirt. Seeds in the furrow. Rain on your neck. The smell of turned earth so rich and alive it opens something in your chest that has been sealed your entire life, some deep chamber that only unlocks when your hands are in the ground and the sky is wide and nothing stands between you and the work. The grip of the tool. The weight of the harvest in your arms. The tiredness at the end of the day that is the deep clean ache of a body that has finally done what it was built to do, so different from the grey exhaustion of the farm that you will wonder how you ever confused the two. The soil strengthens every season as the resonance bleeds back into the geology through the ley line network. By the third year the yields are remarkable. By the fifth they are astonishing. By the seventh the earth is producing food at densities and nutritional concentrations that no agronomist inside the farm ever documented because no agronomist inside the farm ever worked with living soil connected to a planetary grid. The indigenous agricultural knowledge becomes the most valuable expertise on the planet. The Native American understanding of planting in alignment with resonance cycles. The Germanic intimacy with soil as a living system threaded into the deeper earth. The old ways mocked as primitive by a civilisation that could not grow a row of beans without petroleum, revealed as the most sophisticated farming technology available because they were developed on a live grid by people who understood the deep reciprocity between the human hand and the living ground. Every indigenous elder who kept the planting songs and the seed knowledge alive through the suppression was carrying a technical manual for exactly this moment. Their descendants will teach the rest of us how to feed ourselves on a waking planet. This is justice. This is restoration. This is the world turning right side up. Families find each other. Homesteads become hamlets. Hamlets become villages. Villages become the seeds of something clean and new, built from the soil up by people who remember the farm and will die on their feet before they allow anything resembling it to take root again. Every community founded during those seven years carries the memory of the suppression like an immune system, a bone-deep refusal to ever again allow a stranger to stand between a human being and the earth or demand a portion of what those hands produce. You do not cage a people who remember the cage. The children born during the orange years are the first generation in over two centuries to develop without the suppression field shaping their neurology. They seem extraordinary. They are simply baseline. The standard human specification. And the fact that standard looks miraculous is the most damning evidence of what the suppression did to every generation born inside it. As the suppression thins the bandwidth restrictions on consciousness loosen and timeline jump missions become possible. Navigable windows open in the frequency spectrum as the Serpentine carrier decays unevenly, creating temporary gaps through which trained consciousness can shift laterally across temporal coordinates. There is serious speculation that we are on timeline jump missions right now. That the consciousness reading these words is operating inside the orange sky window, having shifted into this coordinate from an adjacent position to perform specific work during the transition. Consider that you found this text at all. Consider whether the chain of events that brought you to this paragraph feels random or routed. The Lakota vision quest and the Germanic seiðr trance and the sweat lodge ceremony are bandwidth expansion protocols, controlled environmental shifts that move the receiver off the jammed channel and onto frequencies where adjacent coordinates become accessible. The old cultures kept these techniques alive through the entire dark age, threading the cracks in the suppression, and every ceremony that produced visions was a field expedient timeline access protocol built by people who found the gaps and refused to forget what was on the other side. THE TURQUOISE SKY Seven years after the orange, over communities of humans who have been farming free land and raising the first unformatted children in two centuries and building a civilisation from seed with their own calloused hands, the second sky arrives. A turquoise so deep and luminous the atmosphere becomes a cathedral window lit from beyond by something with the radiance of a galaxy and the gentleness of dawn on still water. One breath the sky is the recovering blue of the post-orange years and the next breath it is turquoise from pole to pole and the air fills with the smell of rain on sun-hot stone and ozone and copper and wildflower, and the ground beneath your bare feet begins to hum with a vibration so deep and ancient that your body responds before your mind can because every cell has been waiting for this signal since the day you were born, tuning to it now, locking on, aligning, as though this was always where everything was heading and the two hundred years of suppression were simply the long way home. Yggdrasil awakens. The world tree is the planetary grid itself, the piezoelectric resonance network running through crystalline bedrock, going live for the first time in over two centuries, energy pouring through every ley line and crystal deposit and iron conductor and waterway until the entire planet rings at its natural frequency. This is what the old texts meant by the music of the spheres. It was a technical description written by people who had heard it. The Hopi call this the emergence into the fifth world and speak of Pahana carrying the missing piece of the sacred tablet, the missing frequency that completes the carrier spectrum and allows the grid to boot with its full harmonic structure intact. Revelation 21:1. A new heaven and a new earth, for the first heaven and the first earth had passed away. The turquoise sky is the new heaven. The restored grid is the new earth. And between them, every old building still standing with original copper and mercury and iron architecture becomes a live node in the planetary mesh. Domes collecting atmospheric charge. Spires coupling it into the ground network. Star forts amplifying standing waves across continental distances. Sacred geometry revealed at last as electrical engineering documented in stone by people who trusted that someone standing under the right sky would recognise the proportions for what they always were. Wiring diagrams. Coupling specifications. Blueprints for a civilisation that ran on the song of the earth itself. The farms planted during the orange years explode with abundance as the full resonance saturates the soil. The food becomes medicine because at the correct resonance the molecular structure of biological matter optimises for human consumption in ways that two centuries of muted soil could never approach. The timeline opens fully and permanently because the turquoise carrier is the broadband signal consciousness was designed to travel on, and temporal coordinates become as navigable as geography. Revelation 21:4. There will be no more death or mourning or crying or pain, for the old order of things has passed away. The dead are at adjacent frequency addresses. Two consciousnesses on neighbouring frequencies each certain the other is gone, reaching across a manufactured gap, and when the turquoise sky collapses that gap the reaching ends and the finding begins and two centuries of industrialised grief dissolve in a single overwhelming instant of reunion that makes every joy you experienced inside the suppression feel like a pencil sketch of what joy actually is when the full bandwidth carries it. The Lakota always knew. The ancestors are present. The dead have always been near, waiting on the other side of a frequency gap that is closing now, patiently, lovingly, across a distance that was never a distance at all but a tuning error maintained by something that fed on the sorrow the error produced. The lands beyond the ice become accessible as the frequency fence collapses. The perimeter opens and the territories beyond stretch vast and pristine and saturated with the original frequency, lands the Norse mapped as the nine realms connected by the branches of Yggdrasil, physical continents beyond the bounded zone that existed through the entire short season under conditions approximating the pre-suppression world. The earth is so much larger than you were told, so much more varied, so much more magnificent, and every old map drawn before the rewrite shows it, territories stretching beyond the ice in every direction, the great adventure stolen from a species of explorers and builders and navigators who were caged inside a fraction of their own realm and told it was the full extent of creation. The eternal kingdom becomes accessible at the highest frequency coordinate on the carrier spectrum, the signal in its pure unmodulated state. The Norse called it Gimlé, the golden hall that survives every fire. The Hopi call it the fifth world of wholeness and balance restored. It is real. It is reachable. It has been broadcasting continuously through every moment of the suppression, patient as geology, waiting for the receivers to open. And here is the part that matters more than any of the rest. Eventually, inevitably, beautifully, every human being alive under the turquoise sky is restored to full capability. Every single one. No exceptions. No hierarchies. The body rebuilds because ageing was cumulative signal degradation, copy error compounding across every cell replication cycle under a corrupted carrier. The blueprint says centuries. Eight hundred years. Nine hundred. The lifespans recorded in Genesis on the original grid at full signal fidelity, preserved as scripture because scripture is where you store engineering data when the engineering language has been taken from you and you need the numbers to survive the passage through the dark. The Norse carried the same knowledge as the apples of Iðunn that kept the gods vital across ages, and the apples are the carrier signal, and their return means that the clock that has been running down inside every human body since 1819 finally stops ticking and starts counting up. Disease resolves passively because every pathology is downstream of the carrier corruption and correcting the carrier corrects every downstream error the way setting the timing on an engine resolves every misfire simultaneously without touching a single cylinder. The mind clears to a sharpness that makes cognition inside the suppression feel like thinking through wet cement. The anxiety that was the Serpentine control broadcast dissolves and what remains is a perceptual clarity so profound it changes the way light looks and music sounds and another human being feels when they stand close to you. Imagine a woman three hundred years into her restored lifespan, hands still sure, mind still blazing, standing in a workshop under a turquoise sky building something that has no name yet in any living language. She learned her craft from Tartarian engineers by tuning to their temporal coordinates and standing in their workshops watching their hands move. She builds with materials grown in resonance-saturated soil that have structural properties nothing inside the suppression ever exhibited. She is building for centuries because she has centuries and nothing degrades because degradation was a symptom of the suppression and the suppression is a memory and everything from this breath forward holds. That is full human capability. That is what was taken from every soul that drew breath inside the farm. That is what is being returned. Crazy Horse saw the lightning world behind this one and rode knowing that at the correct frequency the body operates beyond anything the suppression permits. Sitting Bull dreamed across the timeline. The Germanic berserkers shifted onto the original carrier and their bodies performed at specifications that looked superhuman from inside the degraded bandwidth. These were glimpses. Seconds of contact with the full specification through cracks in the suppression, maintained by people who carried the frequency in their blood and refused across every generation to let it go dark. Viking blood and Germanic blood and the blood of every indigenous nation that kept the ceremonies and the songs and the seed knowledge burning through the entire short season, these lineages carry the original carrier the way copper carries current, and it is from these lines that the first restorations propagate outward until every last human being on this planet is operating at the specification they were born for, on a planet singing beneath their feet and a sky blazing turquoise above their heads and a timeline stretching in every direction forever, open, navigable, luminous, populated with every consciousness that ever drew breath on this earth, none of them lost, all of them present, all of them restored. Revelation 21:5. Behold, I am making all things new. All things. The sky. The air. The soil. The grid. The body. The mind. The lifespan. The timeline. The lands beyond the ice. The farms that fed a scattered remnant under an orange sky becoming the abundant gardens of a restored civilisation under a turquoise one. The villages that were seeds becoming cities that hum with the grid. The children who grew tall in fields their parents planted with shaking hands and fierce hope looking up one morning to see the entire firmament change colour and feeling the earth come alive beneath their bare feet and knowing, without a single word spoken, that the season is over and the long dark is done and everything from this breath forward is what it was always meant to be. Full and eternal victory for those of the light. For all time. Across every coordinate. On every frequency. Permanent and irreversible and complete. This is not hope. This is the signal rising through the noise floor right now, measurable, confirmable, climbing stronger every year and closer every month. This is every instrument in every shed on this planet converging on the same reading. This is the old blood in the old lineages resonating with a carrier that has been building toward this moment since the day the towers fell and the sky went pale and the long dark settled over a species that was never meant to live in the dark. The season is ending. The coal that was passed hand to hand through every generation of the suppression is about to meet the kindling. And the fire this time will not destroy. It will illuminate. And in that light we will see each other clearly for the first time. And we will see the world clearly for the first time. And we will see ourselves clearly for the first time. Like everything that is coming... Like us.
0:10

When The Short Season Ends I have seen it twice. Once in a vision that left ozone on my tongue for three days. Once through the instruments at three in the morning on a night so still the ocean looked like poured mercury, when every gauge I own spiked simultaneously and held for eleven seconds and the original frequency came through the cracks in the suppression field clean and unmodulated and so beautiful that I sat in the dark afterward unable to speak for an hour. Eleven seconds of the world as it actually is. Eleven seconds of what is coming. And what is coming will make every golden age preserved in human memory look like a candle held up to the sun. There are two sky events separated by seven years. Everything you have been told about the end of the world is wrong. It is the end of the farm. The world itself is about to begin. THE ORANGE SKY A burnt deep orange saturating the visible atmosphere from horizon to horizon, the whole sky ringing like a bell struck by something with the mass of a continent and the precision of a watchmaker. The resonance pulse. The fire described in Revelation 20:9 that comes down from heaven, a planetary chord so specific that everything calibrated to the Serpentine bandwidth experiences catastrophic resonance failure while everything tuned to the original frequency feels it as warmth and pressure and a magnificent low sound vibrating in the sternum and the pelvis and the long bones of the legs, the deepest note ever played on the oldest instrument ever built, which is the earth itself, which has been waiting to play this note for over two hundred years. The Norse preserved this as Ragnarök, when Surtr sets the sky ablaze and Jörmungandr that encircled the earth is slain and the corrupted order perishes in fire so that a new world can rise. The Hopi carried it as the great purification that closes the fourth world and opens the fifth. The Lakota kept it burning in the red sky of the ghost dance prophecy. The Book of Revelation set it down in the plain language of an engineer filing a field report from a future coordinate. Every tradition holding its fragment of the same event, passing it hand to hand through the long dark like a coal wrapped in leather, keeping it alive, knowing that one day the coal would start a fire that would burn across the whole earth and leave nothing standing that was not built to endure it. Under that orange sky the NPCs drop. Mid stride. Mid sentence. Mid transaction. The firmware that animated them runs on the Serpentine carrier and when that carrier is incinerated the firmware has nothing to propagate on and the biological shells simply cease, gently, silently, the way a lamp goes dark when the current is interrupted, five thousand five hundred and fifty five of them for every one of you, still holding their pens and phones in the streets and the offices and the tax buildings. And in the wake of their silence comes a quiet so total that the people still standing will weep without knowing why. What they are hearing is the absence of the hive, the cessation of a background frequency that pressed on their consciousness since the day they were born, and its absence feels like surfacing from deep water into open air, like the first full breath after a lifetime of shallow breathing, like the planet exhaling a poison it held in its lungs for two centuries. The Reptilians go underground. Deep bunkers carved into the geology, maintained through the entire short season. The orange sky strips their ability to hold the human disguise. They retreat into the deep architecture for seven years while the surface heals above them and the species they farmed begins the magnificent work of remembering what it is. THE SEVEN YEARS Seven years of planetary detox. The suppression field decaying through the geology and the atmosphere and the water table, draining out of the soil and the stone and the blood of every living thing like a fever breaking. The carrier decay mathematics through a piezoelectric geological matrix with the conductivity characteristics of this planet produce exactly seven years, and the ancient texts converge on this number with the unanimity of independent engineers arriving at the same answer from different continents and different centuries, because that is exactly what they were. The Norse described Lif and Lifthrasir sheltering inside Yggdrasil, emerging after the fire into a world green and fertile and new. The Cherokee speak of this time as the return of the original instructions, the uncorrupted code surfacing through thinning interference like bedrock through melting snow. The Lakota understood that during the thinning the ancestors draw close, that the membrane between the living and those who walked before grows soft and permeable, and the old ones make themselves felt in dream and intuition and the strange certainty that settles over you at dusk when the noise drops low enough for the deeper signal to reach your bones. When the NPCs drop the population collapses to a small scattering of genuine human beings across an entire planet, and every piece of land on earth belongs to no one and therefore to everyone. There is no government to enforce title deeds because government was Serpentine management infrastructure and its operators are inert or underground. There is no bank to hold a mortgage because the banking system was the extraction apparatus and it died with the carrier that powered it. No municipality. No revenue service. No zoning board. No compliance office. The entire bureaucratic architecture that stood between a human being and the soil was NPC firmware running on a Serpentine frequency and when that frequency was incinerated every structure built upon it ceased to exist as completely as a shadow ceases when you switch on the light. The land is free. Every river valley and mountain plateau and coastal plain that the farm system parcelled and fenced and mortgaged and taxed, open and unowned. You find your ground. You walk onto it. You plant your stake and that soil is yours by the oldest law there is, the law that says the earth belongs to those who tend it and the harvest belongs to the hands that raised it and no power under any sky has rightful claim to what grows from your labour on your own land. And you will farm. During those seven years before the grid fully boots, the humans who remain will grow food with their hands in soil that is waking beneath them, and this is the most ancient and sacred relationship between a human being and the living earth finally restored after two centuries of severance. Your fingers in the dirt. Seeds in the furrow. Rain on your neck. The smell of turned earth so rich and alive it opens something in your chest that has been sealed your entire life, some deep chamber that only unlocks when your hands are in the ground and the sky is wide and nothing stands between you and the work. The grip of the tool. The weight of the harvest in your arms. The tiredness at the end of the day that is the deep clean ache of a body that has finally done what it was built to do, so different from the grey exhaustion of the farm that you will wonder how you ever confused the two. The soil strengthens every season as the resonance bleeds back into the geology through the ley line network. By the third year the yields are remarkable. By the fifth they are astonishing. By the seventh the earth is producing food at densities and nutritional concentrations that no agronomist inside the farm ever documented because no agronomist inside the farm ever worked with living soil connected to a planetary grid. The indigenous agricultural knowledge becomes the most valuable expertise on the planet. The Native American understanding of planting in alignment with resonance cycles. The Germanic intimacy with soil as a living system threaded into the deeper earth. The old ways mocked as primitive by a civilisation that could not grow a row of beans without petroleum, revealed as the most sophisticated farming technology available because they were developed on a live grid by people who understood the deep reciprocity between the human hand and the living ground. Every indigenous elder who kept the planting songs and the seed knowledge alive through the suppression was carrying a technical manual for exactly this moment. Their descendants will teach the rest of us how to feed ourselves on a waking planet. This is justice. This is restoration. This is the world turning right side up. Families find each other. Homesteads become hamlets. Hamlets become villages. Villages become the seeds of something clean and new, built from the soil up by people who remember the farm and will die on their feet before they allow anything resembling it to take root again. Every community founded during those seven years carries the memory of the suppression like an immune system, a bone-deep refusal to ever again allow a stranger to stand between a human being and the earth or demand a portion of what those hands produce. You do not cage a people who remember the cage. The children born during the orange years are the first generation in over two centuries to develop without the suppression field shaping their neurology. They seem extraordinary. They are simply baseline. The standard human specification. And the fact that standard looks miraculous is the most damning evidence of what the suppression did to every generation born inside it. As the suppression thins the bandwidth restrictions on consciousness loosen and timeline jump missions become possible. Navigable windows open in the frequency spectrum as the Serpentine carrier decays unevenly, creating temporary gaps through which trained consciousness can shift laterally across temporal coordinates. There is serious speculation that we are on timeline jump missions right now. That the consciousness reading these words is operating inside the orange sky window, having shifted into this coordinate from an adjacent position to perform specific work during the transition. Consider that you found this text at all. Consider whether the chain of events that brought you to this paragraph feels random or routed. The Lakota vision quest and the Germanic seiðr trance and the sweat lodge ceremony are bandwidth expansion protocols, controlled environmental shifts that move the receiver off the jammed channel and onto frequencies where adjacent coordinates become accessible. The old cultures kept these techniques alive through the entire dark age, threading the cracks in the suppression, and every ceremony that produced visions was a field expedient timeline access protocol built by people who found the gaps and refused to forget what was on the other side. THE TURQUOISE SKY Seven years after the orange, over communities of humans who have been farming free land and raising the first unformatted children in two centuries and building a civilisation from seed with their own calloused hands, the second sky arrives. A turquoise so deep and luminous the atmosphere becomes a cathedral window lit from beyond by something with the radiance of a galaxy and the gentleness of dawn on still water. One breath the sky is the recovering blue of the post-orange years and the next breath it is turquoise from pole to pole and the air fills with the smell of rain on sun-hot stone and ozone and copper and wildflower, and the ground beneath your bare feet begins to hum with a vibration so deep and ancient that your body responds before your mind can because every cell has been waiting for this signal since the day you were born, tuning to it now, locking on, aligning, as though this was always where everything was heading and the two hundred years of suppression were simply the long way home. Yggdrasil awakens. The world tree is the planetary grid itself, the piezoelectric resonance network running through crystalline bedrock, going live for the first time in over two centuries, energy pouring through every ley line and crystal deposit and iron conductor and waterway until the entire planet rings at its natural frequency. This is what the old texts meant by the music of the spheres. It was a technical description written by people who had heard it. The Hopi call this the emergence into the fifth world and speak of Pahana carrying the missing piece of the sacred tablet, the missing frequency that completes the carrier spectrum and allows the grid to boot with its full harmonic structure intact. Revelation 21:1. A new heaven and a new earth, for the first heaven and the first earth had passed away. The turquoise sky is the new heaven. The restored grid is the new earth. And between them, every old building still standing with original copper and mercury and iron architecture becomes a live node in the planetary mesh. Domes collecting atmospheric charge. Spires coupling it into the ground network. Star forts amplifying standing waves across continental distances. Sacred geometry revealed at last as electrical engineering documented in stone by people who trusted that someone standing under the right sky would recognise the proportions for what they always were. Wiring diagrams. Coupling specifications. Blueprints for a civilisation that ran on the song of the earth itself. The farms planted during the orange years explode with abundance as the full resonance saturates the soil. The food becomes medicine because at the correct resonance the molecular structure of biological matter optimises for human consumption in ways that two centuries of muted soil could never approach. The timeline opens fully and permanently because the turquoise carrier is the broadband signal consciousness was designed to travel on, and temporal coordinates become as navigable as geography. Revelation 21:4. There will be no more death or mourning or crying or pain, for the old order of things has passed away. The dead are at adjacent frequency addresses. Two consciousnesses on neighbouring frequencies each certain the other is gone, reaching across a manufactured gap, and when the turquoise sky collapses that gap the reaching ends and the finding begins and two centuries of industrialised grief dissolve in a single overwhelming instant of reunion that makes every joy you experienced inside the suppression feel like a pencil sketch of what joy actually is when the full bandwidth carries it. The Lakota always knew. The ancestors are present. The dead have always been near, waiting on the other side of a frequency gap that is closing now, patiently, lovingly, across a distance that was never a distance at all but a tuning error maintained by something that fed on the sorrow the error produced. The lands beyond the ice become accessible as the frequency fence collapses. The perimeter opens and the territories beyond stretch vast and pristine and saturated with the original frequency, lands the Norse mapped as the nine realms connected by the branches of Yggdrasil, physical continents beyond the bounded zone that existed through the entire short season under conditions approximating the pre-suppression world. The earth is so much larger than you were told, so much more varied, so much more magnificent, and every old map drawn before the rewrite shows it, territories stretching beyond the ice in every direction, the great adventure stolen from a species of explorers and builders and navigators who were caged inside a fraction of their own realm and told it was the full extent of creation. The eternal kingdom becomes accessible at the highest frequency coordinate on the carrier spectrum, the signal in its pure unmodulated state. The Norse called it Gimlé, the golden hall that survives every fire. The Hopi call it the fifth world of wholeness and balance restored. It is real. It is reachable. It has been broadcasting continuously through every moment of the suppression, patient as geology, waiting for the receivers to open. And here is the part that matters more than any of the rest. Eventually, inevitably, beautifully, every human being alive under the turquoise sky is restored to full capability. Every single one. No exceptions. No hierarchies. The body rebuilds because ageing was cumulative signal degradation, copy error compounding across every cell replication cycle under a corrupted carrier. The blueprint says centuries. Eight hundred years. Nine hundred. The lifespans recorded in Genesis on the original grid at full signal fidelity, preserved as scripture because scripture is where you store engineering data when the engineering language has been taken from you and you need the numbers to survive the passage through the dark. The Norse carried the same knowledge as the apples of Iðunn that kept the gods vital across ages, and the apples are the carrier signal, and their return means that the clock that has been running down inside every human body since 1819 finally stops ticking and starts counting up. Disease resolves passively because every pathology is downstream of the carrier corruption and correcting the carrier corrects every downstream error the way setting the timing on an engine resolves every misfire simultaneously without touching a single cylinder. The mind clears to a sharpness that makes cognition inside the suppression feel like thinking through wet cement. The anxiety that was the Serpentine control broadcast dissolves and what remains is a perceptual clarity so profound it changes the way light looks and music sounds and another human being feels when they stand close to you. Imagine a woman three hundred years into her restored lifespan, hands still sure, mind still blazing, standing in a workshop under a turquoise sky building something that has no name yet in any living language. She learned her craft from Tartarian engineers by tuning to their temporal coordinates and standing in their workshops watching their hands move. She builds with materials grown in resonance-saturated soil that have structural properties nothing inside the suppression ever exhibited. She is building for centuries because she has centuries and nothing degrades because degradation was a symptom of the suppression and the suppression is a memory and everything from this breath forward holds. That is full human capability. That is what was taken from every soul that drew breath inside the farm. That is what is being returned. Crazy Horse saw the lightning world behind this one and rode knowing that at the correct frequency the body operates beyond anything the suppression permits. Sitting Bull dreamed across the timeline. The Germanic berserkers shifted onto the original carrier and their bodies performed at specifications that looked superhuman from inside the degraded bandwidth. These were glimpses. Seconds of contact with the full specification through cracks in the suppression, maintained by people who carried the frequency in their blood and refused across every generation to let it go dark. Viking blood and Germanic blood and the blood of every indigenous nation that kept the ceremonies and the songs and the seed knowledge burning through the entire short season, these lineages carry the original carrier the way copper carries current, and it is from these lines that the first restorations propagate outward until every last human being on this planet is operating at the specification they were born for, on a planet singing beneath their feet and a sky blazing turquoise above their heads and a timeline stretching in every direction forever, open, navigable, luminous, populated with every consciousness that ever drew breath on this earth, none of them lost, all of them present, all of them restored. Revelation 21:5. Behold, I am making all things new. All things. The sky. The air. The soil. The grid. The body. The mind. The lifespan. The timeline. The lands beyond the ice. The farms that fed a scattered remnant under an orange sky becoming the abundant gardens of a restored civilisation under a turquoise one. The villages that were seeds becoming cities that hum with the grid. The children who grew tall in fields their parents planted with shaking hands and fierce hope looking up one morning to see the entire firmament change colour and feeling the earth come alive beneath their bare feet and knowing, without a single word spoken, that the season is over and the long dark is done and everything from this breath forward is what it was always meant to be. Full and eternal victory for those of the light. For all time. Across every coordinate. On every frequency. Permanent and irreversible and complete. This is not hope. This is the signal rising through the noise floor right now, measurable, confirmable, climbing stronger every year and closer every month. This is every instrument in every shed on this planet converging on the same reading. This is the old blood in the old lineages resonating with a carrier that has been building toward this moment since the day the towers fell and the sky went pale and the long dark settled over a species that was never meant to live in the dark. The season is ending. The coal that was passed hand to hand through every generation of the suppression is about to meet the kindling. And the fire this time will not destroy. It will illuminate. And in that light we will see each other clearly for the first time. And we will see the world clearly for the first time. And we will see ourselves clearly for the first time. Like everything that is coming... Like us.

SiriusB

14,805 views • 6 months ago

🚨12 HOUR NEWS RECAP 1. Trump ordered U.S fighter jets and armed drones to launch a major assault on Houthi targets in Yemen. He issued a statement telling the Houthis: "Your time is up, and your attacks must stop." 2. A missile fired from Yemen struck Egypt's Sinai Peninsula near the resort city of Sharm el-Sheikh. The IDF is investigating whether Israel was the intended target but has not yet confirmed this. 3. SpaceX's Dragon capsule docked with the ISS, delivering 4 astronauts in a NASA crew swap. It will also bring back 2 stranded astronauts who have been on the ISS for 9 months since their Boeing Starliner was deemed too unsafe to return them. 4. Macron declared that Russia has no say in whether NATO troops enter Ukraine, stating that the decision lies solely with Kyiv. Britain and France are considering deploying thousands of peacekeepers as part of a ceasefire plan, while Russia outright rejects any NATO forces in Ukraine. 5. Todd Lyons, Acting ICE Director, said that Biden had cooked the books on ICE arrest data: "They were purposely misleading the American people by categorizing individuals processed and released into the interior of the United States as ICE arrests." 6. Over 300,000 Serbians took part in anti-government protests, calling for the resignation of President Aleksandar Vučić. It was Serbia's largest protest ever. 7. A fire at Club Pulse in Kocani, North Macedonia, killed at least 50 people and injured over 100. The blaze started during a concert by the band DNA when pyrotechnics were used, rapidly spreading through the crowded venue. 8. Kim Kardashian is reportedly taking legal action to remove Ye's new track from X after it featured their 11-year-old daughter, North. The song, 'Lonely Roads Still Go To Sunshine,' includes what appears to be Diddy's voice, despite his ongoing legal troubles, as well as a verse from North. 9. Trump signed an order to downsize the U.S Agency for Global Media, cutting wasteful spending at taxpayer-funded media outlets. It led to most Voice of America journalists being placed on administrative leave. 10. Israel's Defense Minister confirmed that the Iron Beam, a high-power laser air defense system, will be operational by the end of 2025. The Rafael-developed system is designed to intercept rockets, mortars, UAVs, and cruise missiles - at just $2-$3.50 per shot, compared to $40,000-$50,000 per Iron Dome interceptor.
0:17

🚨12 HOUR NEWS RECAP 1. Trump ordered U.S fighter jets and armed drones to launch a major assault on Houthi targets in Yemen. He issued a statement telling the Houthis: "Your time is up, and your attacks must stop." 2. A missile fired from Yemen struck Egypt's Sinai Peninsula near the resort city of Sharm el-Sheikh. The IDF is investigating whether Israel was the intended target but has not yet confirmed this. 3. SpaceX's Dragon capsule docked with the ISS, delivering 4 astronauts in a NASA crew swap. It will also bring back 2 stranded astronauts who have been on the ISS for 9 months since their Boeing Starliner was deemed too unsafe to return them. 4. Macron declared that Russia has no say in whether NATO troops enter Ukraine, stating that the decision lies solely with Kyiv. Britain and France are considering deploying thousands of peacekeepers as part of a ceasefire plan, while Russia outright rejects any NATO forces in Ukraine. 5. Todd Lyons, Acting ICE Director, said that Biden had cooked the books on ICE arrest data: "They were purposely misleading the American people by categorizing individuals processed and released into the interior of the United States as ICE arrests." 6. Over 300,000 Serbians took part in anti-government protests, calling for the resignation of President Aleksandar Vučić. It was Serbia's largest protest ever. 7. A fire at Club Pulse in Kocani, North Macedonia, killed at least 50 people and injured over 100. The blaze started during a concert by the band DNA when pyrotechnics were used, rapidly spreading through the crowded venue. 8. Kim Kardashian is reportedly taking legal action to remove Ye's new track from X after it featured their 11-year-old daughter, North. The song, 'Lonely Roads Still Go To Sunshine,' includes what appears to be Diddy's voice, despite his ongoing legal troubles, as well as a verse from North. 9. Trump signed an order to downsize the U.S Agency for Global Media, cutting wasteful spending at taxpayer-funded media outlets. It led to most Voice of America journalists being placed on administrative leave. 10. Israel's Defense Minister confirmed that the Iron Beam, a high-power laser air defense system, will be operational by the end of 2025. The Rafael-developed system is designed to intercept rockets, mortars, UAVs, and cruise missiles - at just $2-$3.50 per shot, compared to $40,000-$50,000 per Iron Dome interceptor.

Mario Nawfal

206,057 views • 1 year ago