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Daddy multi-cumming while getting sucked. Having a mirror is hot; Breeding's even hotter. #alterph #alterworld #alterdaddy #alterRizal #alterCebu #alterGenSan #tamod #analcreampie #bareback #kantutan

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Call Me DADDY

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79,674 views • 2 years ago •via X (Twitter)

NSFW#alterph#alterworld#alterdaddy#alterRizal#alterCebu#alterGenSan#tamod#analcreampie#bareback#kantutan
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Qullamaggie on Shitty Stocks in Hot Sectors Are Better Than the Best Stocks in a Random Sector “Yeah, that’s it, you know. Low float and a blockchain if you haven’t noticed—no, uh, you know—a blockchain-related stocks are the hottest stocks right now. And you know, if you have a very hot sector, even the shittiest stocks are gonna make bigger moves, bigger moves than the best stocks in a not-very-hot sector. That’s how it works—you gotta be in the hot sectors. You gotta be obviously—you can’t just randomly buy anything. But if you have a setup like this, can too. It’s a Chinese Bitcoin miner. That’s where I bought it yesterday—not because I like the setup, love the setup or anything. And you know, it’s a very thin stock, it’s not a big position. But I knew—these types of stocks, when a sector gets really hot, these types can double and triple very fast. I’ve been doing this for a while, like I know. Last time these are like something like DPW—it’s another getting pumped as a, or actually it’s not getting pumped as a Bitcoin anymore, or crypto play, but it used to be. No, it wasn’t this one, IGC—was it IGC? Yeah, so this was one—was a weed name. Okay, anyhow, whatever, it’s the same thing. You know, when a sector gets really hot, even some of these random shitty stocks can make enormous moves. Like IGC—look at this thing—went from like forty-five cents to fifty bucks. Now this is a weird name back in twenty-eighteen. But you know, they—they traders just want to find anything that’s gonna be the next whatever. You know, people are looking at this MARA RIOT, which I, by the way, nailed. I can’t believe how well this worked. But you know, like when I bought RIOT in the fours, the same principle. And MARA—when I bought it in the twos—when the sector gets sucked, these small ones can really go. And this ANTE, thing could go to ten bucks. And if it doesn’t work out, you take a small loss. If it works out, you’re gonna have a big return.”
2:07

Qullamaggie on Shitty Stocks in Hot Sectors Are Better Than the Best Stocks in a Random Sector “Yeah, that’s it, you know. Low float and a blockchain if you haven’t noticed—no, uh, you know—a blockchain-related stocks are the hottest stocks right now. And you know, if you have a very hot sector, even the shittiest stocks are gonna make bigger moves, bigger moves than the best stocks in a not-very-hot sector. That’s how it works—you gotta be in the hot sectors. You gotta be obviously—you can’t just randomly buy anything. But if you have a setup like this, can too. It’s a Chinese Bitcoin miner. That’s where I bought it yesterday—not because I like the setup, love the setup or anything. And you know, it’s a very thin stock, it’s not a big position. But I knew—these types of stocks, when a sector gets really hot, these types can double and triple very fast. I’ve been doing this for a while, like I know. Last time these are like something like DPW—it’s another getting pumped as a, or actually it’s not getting pumped as a Bitcoin anymore, or crypto play, but it used to be. No, it wasn’t this one, IGC—was it IGC? Yeah, so this was one—was a weed name. Okay, anyhow, whatever, it’s the same thing. You know, when a sector gets really hot, even some of these random shitty stocks can make enormous moves. Like IGC—look at this thing—went from like forty-five cents to fifty bucks. Now this is a weird name back in twenty-eighteen. But you know, they—they traders just want to find anything that’s gonna be the next whatever. You know, people are looking at this MARA RIOT, which I, by the way, nailed. I can’t believe how well this worked. But you know, like when I bought RIOT in the fours, the same principle. And MARA—when I bought it in the twos—when the sector gets sucked, these small ones can really go. And this ANTE, thing could go to ten bucks. And if it doesn’t work out, you take a small loss. If it works out, you’re gonna have a big return.”

Lone

10,906 views • 5 months ago

Martin Scorsese explains why the "The Copacabana" Scene in 'Goodfellas' (1990) had to be filmed as one continuous shot: "There was a practical problem [while filming the scene]: we simply couldn’t get permission to go in the short way, so we had to go round the back. But I like doing that kind of thing. I’m torn between admiring things done in one shot, like Max Ophüls and Renoir or Mizoguchi on the one hand, and the cutting of Eisenstein or Hitchcock on the other, which I probably love even more. But here there was a reason to do it all in one shot. Henry’s whole life is ahead of him. He’s the young American ready to take over the world and he’s met a girl he likes. Because he works with these guys and he’s smart and something of an outsider so he can make a lot of money for them, he gets his reward. His reward is not having to wait in line at the bakery or worry about getting a parking ticket- and getting into the Copa that way, having the table fly over the heads of the other patrons and being seated right in front of the singer, who would have been Frank Sinatra or Bobby Darren at that time. So it had to be done in one sweeping shot, because it’s his seduction of her and it’s also the lifestyle seducing him. We get an insider’s look into the actual workings of a family involved in organized crime, even a small family like Henry’s family. It’s a rare and interesting opportunity to show how a woman, who’s not from that group — she’s Jewish and from another area- is attracted and stays. She gets sucked into Henry’s world because it’s so insular and hermetically sealed that they only deal with each other. I was fascinated by the moment when Karen says, ‘Hide that cross’, before he meets her parents; and the next thing you know is they’re getting married in a Jewish ceremony and he’s wearing a Star of David and a cross. The point is, it doesn’t make any difference to him. I guess it’s ‘materialism versus a spiritual life’ once again, which interests me." ('Scorsese on Scorsese', Edited by David Thompson & Ian Christie, 1989)
2:07

Martin Scorsese explains why the "The Copacabana" Scene in 'Goodfellas' (1990) had to be filmed as one continuous shot: "There was a practical problem [while filming the scene]: we simply couldn’t get permission to go in the short way, so we had to go round the back. But I like doing that kind of thing. I’m torn between admiring things done in one shot, like Max Ophüls and Renoir or Mizoguchi on the one hand, and the cutting of Eisenstein or Hitchcock on the other, which I probably love even more. But here there was a reason to do it all in one shot. Henry’s whole life is ahead of him. He’s the young American ready to take over the world and he’s met a girl he likes. Because he works with these guys and he’s smart and something of an outsider so he can make a lot of money for them, he gets his reward. His reward is not having to wait in line at the bakery or worry about getting a parking ticket- and getting into the Copa that way, having the table fly over the heads of the other patrons and being seated right in front of the singer, who would have been Frank Sinatra or Bobby Darren at that time. So it had to be done in one sweeping shot, because it’s his seduction of her and it’s also the lifestyle seducing him. We get an insider’s look into the actual workings of a family involved in organized crime, even a small family like Henry’s family. It’s a rare and interesting opportunity to show how a woman, who’s not from that group — she’s Jewish and from another area- is attracted and stays. She gets sucked into Henry’s world because it’s so insular and hermetically sealed that they only deal with each other. I was fascinated by the moment when Karen says, ‘Hide that cross’, before he meets her parents; and the next thing you know is they’re getting married in a Jewish ceremony and he’s wearing a Star of David and a cross. The point is, it doesn’t make any difference to him. I guess it’s ‘materialism versus a spiritual life’ once again, which interests me." ('Scorsese on Scorsese', Edited by David Thompson & Ian Christie, 1989)

DepressedBergman

99,377 views • 4 months ago

Panattur ROB mess!! CM visits. Aravind Limbavali confesses. Manjula Aravind Limbavali is not seen anywhere. Mr Aravind Limbavali openly accepted, when BJP Karnataka was in power. Mr B.S.Yeddyurappa approved the Sobha Apartment without even having a road. While I appreciate your honesty, I have a few questions for you. 1. Why would a CM intervene in a building approval at Mahadevapura constituency? Isn't it the job of Kingroyal Giriş? Were you guys overriding BBMP? 2. You were the MLA since the last 3 terms. Why didn't you raise people's voices with Mr. Yediyurappa and stop the project? 3. You let the mishap happen and now acting helpless. Did the people of Mahadevapura vote you to do this or fight for our rights in the assembly? You couldn't influence your own government, how will you influence the Karnataka Congress government in getting funds for our assembly? By the way where is our real MLA Manjula Aravind Limbavali??? AAP Bengaluru Prithvi Reddy Ashwin Mahesh Srinivas Alavilli TOI Bengaluru Bangalore Mirror Deccan Herald Yacoob NBF Prajavani The Indian Express Whitefield Rising SaveBellandur(ಬೆಳ್ಳಂದೂರು ಉಳಿಸಿ) BellandurJothege Doddakannelli Rising carmelaramunites OhBengaluru Doddanekundi Rising Aravind Limbavali Namma Balagere. Varthur Rising ಮೋಹನ್ ದಾಸರಿ - Mohan Dasari Citizens Movement, East Bengaluru HaralurORRORants HaralurChampions Namma Balagere. ChristinMathewPhilip S. Lalitha
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Panattur ROB mess!! CM visits. Aravind Limbavali confesses. Manjula Aravind Limbavali is not seen anywhere. Mr Aravind Limbavali openly accepted, when BJP Karnataka was in power. Mr B.S.Yeddyurappa approved the Sobha Apartment without even having a road. While I appreciate your honesty, I have a few questions for you. 1. Why would a CM intervene in a building approval at Mahadevapura constituency? Isn't it the job of Kingroyal Giriş? Were you guys overriding BBMP? 2. You were the MLA since the last 3 terms. Why didn't you raise people's voices with Mr. Yediyurappa and stop the project? 3. You let the mishap happen and now acting helpless. Did the people of Mahadevapura vote you to do this or fight for our rights in the assembly? You couldn't influence your own government, how will you influence the Karnataka Congress government in getting funds for our assembly? By the way where is our real MLA Manjula Aravind Limbavali??? AAP Bengaluru Prithvi Reddy Ashwin Mahesh Srinivas Alavilli TOI Bengaluru Bangalore Mirror Deccan Herald Yacoob NBF Prajavani The Indian Express Whitefield Rising SaveBellandur(ಬೆಳ್ಳಂದೂರು ಉಳಿಸಿ) BellandurJothege Doddakannelli Rising carmelaramunites OhBengaluru Doddanekundi Rising Aravind Limbavali Namma Balagere. Varthur Rising ಮೋಹನ್ ದಾಸರಿ - Mohan Dasari Citizens Movement, East Bengaluru HaralurORRORants HaralurChampions Namma Balagere. ChristinMathewPhilip S. Lalitha

ಅಶೋಕ ಮೃತ್ಯುಂಜಯ (Ashok Mruthyunjaya)

18,614 views • 1 year ago

🌞 As for PerthSanta? Well.. Tata, actually, there’s never really been any issue with him. Tata is already a good kid, but he has one condition: he gets hot very easily. Santa really doesn’t handle heat well. Even if he’s exposed to just a little heat, he starts sweating. And it’s not just a little bit of sweat either he sweats like someone poured water over his head and it just comes pouring down 😭 🌞 : He really doesn’t do well with heat at all, so he always carries a little portable fan with him. Like, a tiny little fan that he keeps using all the time. So whenever we’re in a scene together, I have to keep an eye on him too, like, ‘Tata, are you hot? Are you getting hot yet?’ Things like that. 🌞 : As for Perth, that’s a whole different story. Since we play brothers, personality-wise, we’re actually both pretty mischievous but Perth plays someone who has to keep his emotions in check. He has to be serious and restrained, so he’s always like, ‘Hey, don’t tease me like that' but deep down, Perth actually really, really wants to tease people 😭 🌞 : So I kind of know what he’s like. He’s playing Yotha, who is quite a dark and serious character, and I worry that Perth might get too stressed from having to stay in that character all the time. So I like teasing him. And that’s why he always gets all flustered and uncomfortable. I actually enjoy seeing Perth get flustered while we’re acting, so I like messing with him~ // miss p10 cast so much 🥺 {#PerthSanta ♡ #เพิร์ธแซนต้า}
1:20

🌞 As for PerthSanta? Well.. Tata, actually, there’s never really been any issue with him. Tata is already a good kid, but he has one condition: he gets hot very easily. Santa really doesn’t handle heat well. Even if he’s exposed to just a little heat, he starts sweating. And it’s not just a little bit of sweat either he sweats like someone poured water over his head and it just comes pouring down 😭 🌞 : He really doesn’t do well with heat at all, so he always carries a little portable fan with him. Like, a tiny little fan that he keeps using all the time. So whenever we’re in a scene together, I have to keep an eye on him too, like, ‘Tata, are you hot? Are you getting hot yet?’ Things like that. 🌞 : As for Perth, that’s a whole different story. Since we play brothers, personality-wise, we’re actually both pretty mischievous but Perth plays someone who has to keep his emotions in check. He has to be serious and restrained, so he’s always like, ‘Hey, don’t tease me like that' but deep down, Perth actually really, really wants to tease people 😭 🌞 : So I kind of know what he’s like. He’s playing Yotha, who is quite a dark and serious character, and I worry that Perth might get too stressed from having to stay in that character all the time. So I like teasing him. And that’s why he always gets all flustered and uncomfortable. I actually enjoy seeing Perth get flustered while we’re acting, so I like messing with him~ // miss p10 cast so much 🥺 {#PerthSanta ♡ #เพิร์ธแซนต้า}

chuchu🐼♡

30,256 views • 6 days ago

Friendzoned & Feminized - Cu¢ky J0I for Betas You finally work up the courage to ask out the hot girl in your friend group; but when she cruelly turns you down, mocking you & laughing, you can’t help but throb - the humiliation turns you on when it comes from a vixen like her. She puts you in your place & then explains she has a date with a real man, an Alpha. She makes you stroke, staring at the lxngerie she’s gonna wear for him, explaining all the differences between you & Chad. You see her face light up with another cruel idea, she’s gonna feminize you & ur inferior pxnis to ensure you never get confused between betas like you & Alphas like Chad again. You want her so bad, but somehow the denial is hotter. Knowing what a real man is gonna do to her makes you want to explode. How easily she bossed you around and degraded you makes you love her more. She takes a quick picture of you in your exposed, humiliated state to make sure the other girls in your friend group never give you a chance. She continues to makes you j-rk, brining you into a gooned frenzy, before telling you that you’re gonna have to wait around for her all night while she’s busy getting fx¢ked by Alpha. Your cu¢ky, feminized ¢litty ¢ums last. You’re even lower than the friendzone, you’ve been demoted to the girl-friend zone.
0:29

Friendzoned & Feminized - Cu¢ky J0I for Betas You finally work up the courage to ask out the hot girl in your friend group; but when she cruelly turns you down, mocking you & laughing, you can’t help but throb - the humiliation turns you on when it comes from a vixen like her. She puts you in your place & then explains she has a date with a real man, an Alpha. She makes you stroke, staring at the lxngerie she’s gonna wear for him, explaining all the differences between you & Chad. You see her face light up with another cruel idea, she’s gonna feminize you & ur inferior pxnis to ensure you never get confused between betas like you & Alphas like Chad again. You want her so bad, but somehow the denial is hotter. Knowing what a real man is gonna do to her makes you want to explode. How easily she bossed you around and degraded you makes you love her more. She takes a quick picture of you in your exposed, humiliated state to make sure the other girls in your friend group never give you a chance. She continues to makes you j-rk, brining you into a gooned frenzy, before telling you that you’re gonna have to wait around for her all night while she’s busy getting fx¢ked by Alpha. Your cu¢ky, feminized ¢litty ¢ums last. You’re even lower than the friendzone, you’ve been demoted to the girl-friend zone.

Mistress Avalon ❤︎ LADominaXoX

21,616 views • 1 month ago

This is the reality of an average Nigerian married man. Just for this singular action of his for choosing food over her, Daddy albert is going to be denied sex for 3 months. He'll have to sleep on the couch for two weeks and must buy his wife an apology gift to make up for getting her angry. This is what married men have to go through every day in their home; Being asked to choose between food and sex whereas even single men enjoy both of them. Being asked to choose between them and their mothers. Having to call her my madam while she calls him babe. After being used as an errand boy by their wives, they come on Twitter to threaten single men with marry first whereas they haven't done a dna test first. These men are so afraid of their wives that the only time you'll sense their presence is in front of their fellow men but at home, they become the wife. They have been raised to believe for a lasting marriage, you ought to please your wife at all times because happy wife makes a happy home, forgetting a leader doesn't lead his home the way his subordinate wants it but how a leader should. They fail to understand that you don't treat women how they want to be treated but how they ought to be treated. At the end of the day, it's what men allow that women will do. There can never be two captain in a boat. You either lead or be led.
0:56

Sensitive content

This is the reality of an average Nigerian married man. Just for this singular action of his for choosing food over her, Daddy albert is going to be denied sex for 3 months. He'll have to sleep on the couch for two weeks and must buy his wife an apology gift to make up for getting her angry. This is what married men have to go through every day in their home; Being asked to choose between food and sex whereas even single men enjoy both of them. Being asked to choose between them and their mothers. Having to call her my madam while she calls him babe. After being used as an errand boy by their wives, they come on Twitter to threaten single men with marry first whereas they haven't done a dna test first. These men are so afraid of their wives that the only time you'll sense their presence is in front of their fellow men but at home, they become the wife. They have been raised to believe for a lasting marriage, you ought to please your wife at all times because happy wife makes a happy home, forgetting a leader doesn't lead his home the way his subordinate wants it but how a leader should. They fail to understand that you don't treat women how they want to be treated but how they ought to be treated. At the end of the day, it's what men allow that women will do. There can never be two captain in a boat. You either lead or be led.

KING CHIDI

161,361 views • 7 months ago

.Naval: You have a beautiful definition of knowledge, which most people don’t even try to tackle, about how knowledge perpetuates itself in the environment. You gave some really good examples. One was around genes. Successful, highly adapted genes contain a lot of knowledge and can cause themselves to be replicated because they’re survivors. In the same way, knowledge itself is a survivor, in that if you transmit to me the knowledge of how to build a computer, it’s an incredibly useful thing. I’m going to build more and more computers and that knowledge will be passed on. Your underlying point that you repeated here was if you want to understand the physical universe you have to understand knowledge, because it is the thing that over time takes over and changes more and more the universe—more than almost anything else. You have to understand all the explanations behind it. You can’t just say “particle collisions” because that explains everything, so it explains nothing. It’s not a useful level to operate at. Therefore, the things that create knowledge are uniquely influential in the universe. And as far as we know, there are only two systems that create knowledge. There’s evolution and there are humans. But is there a difference even between these two forms of knowledge creation, between evolution and between humans? David Deutsch: Yes. I have argued that the human way of creating knowledge is the ultimate one, that there aren’t any more powerful ones than that. This is the argument against the supernatural. Assuming that there is a form of knowledge creation that’s more powerful than ours is equivalent to invoking the supernatural, which is therefore a bad explanation—as invoking the supernatural always is. The difference between biological evolution and human creative thought is that biological evolution is inherently limited in its range. That’s because biological evolution has no foresight. It can’t see a problem and conjecture a solution. Whenever biological evolution produces a solution to something, it’s always before natural selection has even begun. This is Charles Darwin’s insight. This is the difference between Charles Darwin’s theory of evolution and the other theories of evolution that had been around for a century or more before that, including Charles Darwin’s grandfather and Lamarck. The thing they didn’t get is that the creation of knowledge in evolution begins before. That means that biological evolution can’t reach places that are not reachable by successive improvements, each of which allows a viable organism to exist. Creationists say that biological evolution has, in fact, reached things that are not reachable by incremental steps, each of which is a viable organism. They’re factually mistaken. The thing which they have in mind is the idea of a creator who can imagine things that don’t exist and who can create an idea that is not the culmination of a whole load of viable things. A thinking being can create something that’s a culmination of a whole load of non-viable things. Explanatory creativity makes humans unique Out of all the billions and billions of species that have ever existed, none of them has ever made a campfire, even though many of them would’ve been helped by having the genetic capacity to make campfires. The reason it didn’t happen in the biosphere is that there is no such thing as making a partially functional campfire; whereas there is, for example, with making hot water. The bombardier beetles squirt boiling water at their enemies. You can easily see that just squirting cold water at your enemies is not totally unhelpful. Then making it a bit hotter and a bit hotter. Squirting boiling water no doubt required many adaptations to make sure the beetle didn’t boil itself while it was making this boiling water. That happened because there was a sequence of steps in between, all of which were useful. But with campfires, it’s very hard to see how that could happen. Humans have explanatory creativity. Once you have that, you can get to the moon. You can cause asteroids which are heading towards the earth to turn around and go away. Perhaps no other planet in the universe has that power, and it has it only because of the presence of explanatory creativity on it.
4:31

.Naval: You have a beautiful definition of knowledge, which most people don’t even try to tackle, about how knowledge perpetuates itself in the environment. You gave some really good examples. One was around genes. Successful, highly adapted genes contain a lot of knowledge and can cause themselves to be replicated because they’re survivors. In the same way, knowledge itself is a survivor, in that if you transmit to me the knowledge of how to build a computer, it’s an incredibly useful thing. I’m going to build more and more computers and that knowledge will be passed on. Your underlying point that you repeated here was if you want to understand the physical universe you have to understand knowledge, because it is the thing that over time takes over and changes more and more the universe—more than almost anything else. You have to understand all the explanations behind it. You can’t just say “particle collisions” because that explains everything, so it explains nothing. It’s not a useful level to operate at. Therefore, the things that create knowledge are uniquely influential in the universe. And as far as we know, there are only two systems that create knowledge. There’s evolution and there are humans. But is there a difference even between these two forms of knowledge creation, between evolution and between humans? David Deutsch: Yes. I have argued that the human way of creating knowledge is the ultimate one, that there aren’t any more powerful ones than that. This is the argument against the supernatural. Assuming that there is a form of knowledge creation that’s more powerful than ours is equivalent to invoking the supernatural, which is therefore a bad explanation—as invoking the supernatural always is. The difference between biological evolution and human creative thought is that biological evolution is inherently limited in its range. That’s because biological evolution has no foresight. It can’t see a problem and conjecture a solution. Whenever biological evolution produces a solution to something, it’s always before natural selection has even begun. This is Charles Darwin’s insight. This is the difference between Charles Darwin’s theory of evolution and the other theories of evolution that had been around for a century or more before that, including Charles Darwin’s grandfather and Lamarck. The thing they didn’t get is that the creation of knowledge in evolution begins before. That means that biological evolution can’t reach places that are not reachable by successive improvements, each of which allows a viable organism to exist. Creationists say that biological evolution has, in fact, reached things that are not reachable by incremental steps, each of which is a viable organism. They’re factually mistaken. The thing which they have in mind is the idea of a creator who can imagine things that don’t exist and who can create an idea that is not the culmination of a whole load of viable things. A thinking being can create something that’s a culmination of a whole load of non-viable things. Explanatory creativity makes humans unique Out of all the billions and billions of species that have ever existed, none of them has ever made a campfire, even though many of them would’ve been helped by having the genetic capacity to make campfires. The reason it didn’t happen in the biosphere is that there is no such thing as making a partially functional campfire; whereas there is, for example, with making hot water. The bombardier beetles squirt boiling water at their enemies. You can easily see that just squirting cold water at your enemies is not totally unhelpful. Then making it a bit hotter and a bit hotter. Squirting boiling water no doubt required many adaptations to make sure the beetle didn’t boil itself while it was making this boiling water. That happened because there was a sequence of steps in between, all of which were useful. But with campfires, it’s very hard to see how that could happen. Humans have explanatory creativity. Once you have that, you can get to the moon. You can cause asteroids which are heading towards the earth to turn around and go away. Perhaps no other planet in the universe has that power, and it has it only because of the presence of explanatory creativity on it.

Deutsch Explains

186,329 views • 1 year ago

Since when did bringing a 3 year old to a Hot crowded late night rock concert become a family friendly event? On Five Finger Death Punch Official This woman says I'm typically NOT the one to complain or be negative, however... To the couple in the middle of section 400, Row S in Cincinnati at Riverbend. Shame on you! How very un-Knucklehead family of you and I hope you have the life you deserve! My husband and I splurged to get decent seats for our 3 kiddos' summer birthdays (11 year old son, 20 year old son and 3 year old daughter, her first 5FDP show). Our daughter has been to other rock shows (in the lawn) and was a champ! Hubby left to get waters for everyone (mid 5FDP set), especially baby girl. While he stepped away she was fussy bc she was thirsty (otherwise she was having a blast). The lady leaned down to say, very rudely, "Can you get her to be quiet?!" As calmly as I could I turned around to say, "she has just as much right to be here as you." She, very insincerely apologized, but the damage had already been done. I was SO upset and didn't want to get myself in trouble for my mouth that I took my 3 kiddos to meet up with hubby. I literally thought our fun family night had been ruined. My husband talked to ushers about the situation and they kindly offered a similar seating area that had since cleared out. I'm just SO disheartened, bc I know 5FDP is all about mini rockers, as is the typical fan base. I understand folks getting frustrated with fussy kiddos in an airplane, but at a rock show, in seats?! As anyone who was there knows, it was SO hot that Ivan opened a tab at a concession stand for any and everyone to get free water. We had waters and neck fans too, but it was definitely hot, even at night.
0:28

Since when did bringing a 3 year old to a Hot crowded late night rock concert become a family friendly event? On Five Finger Death Punch Official This woman says I'm typically NOT the one to complain or be negative, however... To the couple in the middle of section 400, Row S in Cincinnati at Riverbend. Shame on you! How very un-Knucklehead family of you and I hope you have the life you deserve! My husband and I splurged to get decent seats for our 3 kiddos' summer birthdays (11 year old son, 20 year old son and 3 year old daughter, her first 5FDP show). Our daughter has been to other rock shows (in the lawn) and was a champ! Hubby left to get waters for everyone (mid 5FDP set), especially baby girl. While he stepped away she was fussy bc she was thirsty (otherwise she was having a blast). The lady leaned down to say, very rudely, "Can you get her to be quiet?!" As calmly as I could I turned around to say, "she has just as much right to be here as you." She, very insincerely apologized, but the damage had already been done. I was SO upset and didn't want to get myself in trouble for my mouth that I took my 3 kiddos to meet up with hubby. I literally thought our fun family night had been ruined. My husband talked to ushers about the situation and they kindly offered a similar seating area that had since cleared out. I'm just SO disheartened, bc I know 5FDP is all about mini rockers, as is the typical fan base. I understand folks getting frustrated with fussy kiddos in an airplane, but at a rock show, in seats?! As anyone who was there knows, it was SO hot that Ivan opened a tab at a concession stand for any and everyone to get free water. We had waters and neck fans too, but it was definitely hot, even at night.

Victor Bigham 🇺🇸

139,178 views • 5 days ago

Ohhh buckle up, because we’re going straight into the psychological funhouse where Trump’s ego, repression, and sexual panic attack each other like three raccoons fighting in a dumpster fire behind Mar-a-Lago. Let’s be so real: This man has spent his entire life acting like the mere idea that he might not be the hyper-masculine straight alpha he pretends to be is a national security threat on par with a loose nuke. You sneeze near the topic of his masculinity or sexuality and suddenly he’s on Truth Social at 3AM typing like someone’s unplugging his life support. This is a man who treats the concept of self-acceptance like it owes him money. And that’s the hilarious tragedy: the country didn’t just get stuck with a corrupt authoritarian— we got stuck with a corrupt authoritarian who can’t even process his own identity without melting like a Walmart candle on a hot dashboard. The entire nation has been held hostage by a man having the longest, loudest, most repressed midlife crisis in human history. He’s like: “I AM THE STRAIGHTEST MAN ALIVE.” Bro, calm down. Nobody asked. The louder he yelled about “law and order,” the more it sounded like he was trying to convince himself he wasn’t spiraling into a personal identity wormhole where all his secrets keep tap dancing. And the best part? Every time he tried to project strength, he looked like a man trying to outrun his own diary. Meanwhile, the rest of us were like: “Sir, can you please stop projecting your internal meltdown onto the entire federal government? Some of us are just trying to afford groceries.” His policies? A mood disorder. His tweets? A cry for help. His cabinets? Support groups for people afraid of the dark and the truth. We didn’t get a president. We got a walking Freudian slip with Secret Service protection. And while he was flailing around trying to hide whatever was going on behind the scenes, the entire country lost emotional bandwidth, stability, and basic dignity— because one man was too terrified to let the world see what the mirror already knows. The closet—whatever was in it—wasn’t the problem. His soul-crushing fear of the closet was. America deserves a leader who’s at peace with who they are. Not someone who screams louder than a teapot every time their inner truth jiggles the door handle.
2:39

Ohhh buckle up, because we’re going straight into the psychological funhouse where Trump’s ego, repression, and sexual panic attack each other like three raccoons fighting in a dumpster fire behind Mar-a-Lago. Let’s be so real: This man has spent his entire life acting like the mere idea that he might not be the hyper-masculine straight alpha he pretends to be is a national security threat on par with a loose nuke. You sneeze near the topic of his masculinity or sexuality and suddenly he’s on Truth Social at 3AM typing like someone’s unplugging his life support. This is a man who treats the concept of self-acceptance like it owes him money. And that’s the hilarious tragedy: the country didn’t just get stuck with a corrupt authoritarian— we got stuck with a corrupt authoritarian who can’t even process his own identity without melting like a Walmart candle on a hot dashboard. The entire nation has been held hostage by a man having the longest, loudest, most repressed midlife crisis in human history. He’s like: “I AM THE STRAIGHTEST MAN ALIVE.” Bro, calm down. Nobody asked. The louder he yelled about “law and order,” the more it sounded like he was trying to convince himself he wasn’t spiraling into a personal identity wormhole where all his secrets keep tap dancing. And the best part? Every time he tried to project strength, he looked like a man trying to outrun his own diary. Meanwhile, the rest of us were like: “Sir, can you please stop projecting your internal meltdown onto the entire federal government? Some of us are just trying to afford groceries.” His policies? A mood disorder. His tweets? A cry for help. His cabinets? Support groups for people afraid of the dark and the truth. We didn’t get a president. We got a walking Freudian slip with Secret Service protection. And while he was flailing around trying to hide whatever was going on behind the scenes, the entire country lost emotional bandwidth, stability, and basic dignity— because one man was too terrified to let the world see what the mirror already knows. The closet—whatever was in it—wasn’t the problem. His soul-crushing fear of the closet was. America deserves a leader who’s at peace with who they are. Not someone who screams louder than a teapot every time their inner truth jiggles the door handle.

Carina C. C

43,083 views • 9 months ago

Been up almost the entire night making big audio gainz on the SH4 CPU for the Sega Dreamcast port of Mario Kart 64! It took about 3 of us pitching ideas and optimizing together, but holy shit, the 200Mhz SH4 is keeping up 99% of the time doing all synthesis and mixing in SW! What you're seeing is the first hardware capture of Mario Kart 64 running on the Sega Dreamcast with working audio playback... and trust me, it was not easy to get here! First of all, all of the audio signal processing for synthesizing individual notes from sampling instruments then mixing the SFX channels and the BGM together into a single audio stream is being done completely in SW on the DC's 200Mhz SH4 CPU--while it was done in HW on the N64. It is also carrying the whole T&L load for rendering with extra overhead per draw call due to us using our OpenGL 1.1 driver for graphics (GLdc). You can currently see a teeny little bit of slowdown at the beginning of the race when all 8 karts are bunched together, emitting their own SFX, which all has to get mixed in SW, bogging down the CPU... but don't worry, plenty of gainz left! On the left is a very interesting routine which proved to be incredibly gainzy when accelerated... So lets jump into what we did to this "aResampleImpl()" routine! 1) Compiler Optimizations: Everything is compiled with -Os by default to save RAM, because jnmartin is preloading almost everything up-front; however, we've created a "hot file" listing within the Makefile which allows us to build specific perf-critical translation units at with the -O3 optimization flag. 2) Manually managing the data cache: notice how many prefetches and barriers are in this routine in order to phenangle GCC's codegen to be somewhat similar to the ordering we've done things in C. Additionally, I've gone through hell in Compiler Explorer to ensure that all of the buffers used here can be prefetched in a timely manner, so that they're cache-resident before they're actually used. 3) SIMD: While we were discussing this routine in Discord, Paul noticed that the sample calculation was essentially performing a dot product of 2 4D vectors... which... GUESS WHAT. The SH4's FPU can do with a single instruction, FTRV, which is what "shz_dot8f()" provides an intrinsic around... The gainz were pretty substantial, despite having to convert back and forth between int16_t and floats. The new FP SIMD code can be enabled with "SH4_SIMD_GAINZ," otherwise the slow integer path is taken, so you can see the code difference. 4) Custom memcpy() routines: The builtin memcpy() routine that we're given in GCC15 from Newlib for the SuperH architecture is EXTREMELY slow... about as slow as copying byte-by-byte in ASM, so doing any sort of multi-byte loads and stores (provided adequately aligned buffers), even in C code, offers substantial gainz. Anyway, that's it for today! Stay tuned for more gainz!
1:28

Been up almost the entire night making big audio gainz on the SH4 CPU for the Sega Dreamcast port of Mario Kart 64! It took about 3 of us pitching ideas and optimizing together, but holy shit, the 200Mhz SH4 is keeping up 99% of the time doing all synthesis and mixing in SW! What you're seeing is the first hardware capture of Mario Kart 64 running on the Sega Dreamcast with working audio playback... and trust me, it was not easy to get here! First of all, all of the audio signal processing for synthesizing individual notes from sampling instruments then mixing the SFX channels and the BGM together into a single audio stream is being done completely in SW on the DC's 200Mhz SH4 CPU--while it was done in HW on the N64. It is also carrying the whole T&L load for rendering with extra overhead per draw call due to us using our OpenGL 1.1 driver for graphics (GLdc). You can currently see a teeny little bit of slowdown at the beginning of the race when all 8 karts are bunched together, emitting their own SFX, which all has to get mixed in SW, bogging down the CPU... but don't worry, plenty of gainz left! On the left is a very interesting routine which proved to be incredibly gainzy when accelerated... So lets jump into what we did to this "aResampleImpl()" routine! 1) Compiler Optimizations: Everything is compiled with -Os by default to save RAM, because jnmartin is preloading almost everything up-front; however, we've created a "hot file" listing within the Makefile which allows us to build specific perf-critical translation units at with the -O3 optimization flag. 2) Manually managing the data cache: notice how many prefetches and barriers are in this routine in order to phenangle GCC's codegen to be somewhat similar to the ordering we've done things in C. Additionally, I've gone through hell in Compiler Explorer to ensure that all of the buffers used here can be prefetched in a timely manner, so that they're cache-resident before they're actually used. 3) SIMD: While we were discussing this routine in Discord, Paul noticed that the sample calculation was essentially performing a dot product of 2 4D vectors... which... GUESS WHAT. The SH4's FPU can do with a single instruction, FTRV, which is what "shz_dot8f()" provides an intrinsic around... The gainz were pretty substantial, despite having to convert back and forth between int16_t and floats. The new FP SIMD code can be enabled with "SH4_SIMD_GAINZ," otherwise the slow integer path is taken, so you can see the code difference. 4) Custom memcpy() routines: The builtin memcpy() routine that we're given in GCC15 from Newlib for the SuperH architecture is EXTREMELY slow... about as slow as copying byte-by-byte in ASM, so doing any sort of multi-byte loads and stores (provided adequately aligned buffers), even in C code, offers substantial gainz. Anyway, that's it for today! Stay tuned for more gainz!

Falco Girgis

15,547 views • 1 year ago

I Cracked Polymarket Using Claude Opus 4.6: The 96,000 Dollar Script For 5 Minute High Leverage Windows most traders are currently sitting at their desks fighting a losing battle against a digital wall because they do not realize the house always wins against human emotion. while the crowd is busy chasing the next meme coin or getting washed out in a single wick an automated agent just pulled nearly a hundred thousand dollars out of thin air using nothing but raw logic. i have seen people blow their life savings in these five minute windows because they treated a high leverage prediction market like a playground instead of a laboratory i am moon dev and i believe that code is the great equalizer because through losing money with liquidations and over trading i knew i had to automate my trading. in the past i spent hundreds of thousands on devs for apps thinking i would not be able to code myself which was a massive waste of my time and resources. with bots you must iterate to success so i decided to learn live on youtube and now we are here with fully automated systems trading for me instead of getting liquidated by the market the five minute markets on polymarket are essentially a high speed game of musical chairs where the person left standing is usually the one with the fastest script. leverage makes these markets extremely dangerous because it amplifies every mistake you make until your account is completely empty. the only way to survive this environment is to stop trading based on a gut feeling and start trading based on a stress tested mathematical edge the real breakthrough happened when i started using claude opus four point six to write the execution code for these specific five minute windows. having an ai agent that can analyze microstructure data means you can find trends that are completely invisible to the naked eye. it is essentially like having a team of twenty engineers working for you around the clock without the communication lag or the massive overhead costs some of our back tests show a sixty four percent win rate which sounds like a dream to anyone who has ever spent a night staring at a red screen. however the return on these tests varies wildly based on a few specific changes to the strategy parameters and histogram filters. i found that a return of forty one thousand dollars can jump to nearly double that just by adjusting how the bot handles the macd histogram threshold the trap that most people fall into is thinking that a good back test is a license to print money immediately without any further validation. this is a dangerous lie that leads to huge losses because the market in the past is not a perfect mirror of what is going to happen today. that is why i never launch a bot with full size until it has survived the incubation phase where it trades with ten dollars at a time incubation is the ultimate reality check for any trading strategy regardless of how good the numbers look on a computer screen. it is nerve wracking to watch a bot enter its first real trade even if the size is small because that is the moment theory meets reality. most of the bots that pass a back test will fail during the first forty eight hours of incubation and that is exactly why this step is non negotiable the data i use to build these systems covers over two hundred weeks of historical one minute candles to ensure the results are robust and not just luck. we are currently moving toward a machine learning approach where the system can adapt to changing market conditions without me having to intervene. this means the bot will eventually be able to recognize when a high leverage window is too risky and simply wait for a better entry the strategy itself relies heavily on macd variations which is a well known indicator but it is used here with a very specific and proprietary twist. by filtering for trades that hit a specific threshold we can ignore the random price noise that usually liquidates manual traders. we look for an edge of at least six percent which is enough to cover all platform fees and still leave a significant profit on the table i used to think that being a successful trader meant being a genius who could predict the future with a magical crystal ball. the truth is far more boring because success is just about researching an idea and testing it until the data proves it works in the past. then you just let the bot do the work while you go live your life instead of being a slave to the candle sticks and charts this world is changing fast and the people who learn to leverage ai to automate their thinking are going to be the ones who win the next decade. i am not asking you to trust a back test or a screenshot from a website because i want you to trust the process of testing it yourself. code allows you to take your life back from the screens and finally stop the cycle of over trading and emotional liquidations the difference between the traders who make it and the people who blow up is simply the willingness to iterate on their ideas daily. you might fail on your first ten bots but the eleventh one might be the script that changes your entire financial trajectory forever. it is about staying in the game long enough for the math to finally work in your favor and removing the human heart from the execution every day i am back testing and researching new ideas to see if they can survive the stress of real market data. i launch these live bots and let them run for seventy two hours to see if they can handle the pressure of the current market trend. while everyone else is coping and complaining about market volatility we are just adjusting our parameters and letting the ai find the next profitable window vibe coding with claude opus four point six has changed the speed at which i can deploy a new strategy from weeks down to just a few minutes. you can give the ai a general strategy idea and it builds the entire trading infrastructure for you while you focus on the logic. this speed is the ultimate advantage in a market that moves as fast as a five minute prediction window on the blockchain the future of trading is not found in a chat room or a paid signal group but in the code you write and the data you process. i believe that everyone has the ability to become an automated trader if they are willing to put in the work to learn the scripts. it is the only way to escape the trap of the nine to five and the anxiety of manual hand trading in a manipulated market i want you to understand that the ninety six thousand dollar returns i see are the result of hundreds of failed tests that never saw the light of day. you have to be willing to look at a failing bot and kill it without emotion so you can move on to the next research project. that is the quantitative mindset that separates the winners from the people who are just gambling with their savings if you are ready to stop being the liquidity for the big players then it is time to start building your own automated army of bots. for the cost of a few cups of coffee you can get access to the road map and the scripts that are driving these results. i am here every day showing you the process because i want to see more people use code to find their financial freedom and beat the house at its own game
11:04

I Cracked Polymarket Using Claude Opus 4.6: The 96,000 Dollar Script For 5 Minute High Leverage Windows most traders are currently sitting at their desks fighting a losing battle against a digital wall because they do not realize the house always wins against human emotion. while the crowd is busy chasing the next meme coin or getting washed out in a single wick an automated agent just pulled nearly a hundred thousand dollars out of thin air using nothing but raw logic. i have seen people blow their life savings in these five minute windows because they treated a high leverage prediction market like a playground instead of a laboratory i am moon dev and i believe that code is the great equalizer because through losing money with liquidations and over trading i knew i had to automate my trading. in the past i spent hundreds of thousands on devs for apps thinking i would not be able to code myself which was a massive waste of my time and resources. with bots you must iterate to success so i decided to learn live on youtube and now we are here with fully automated systems trading for me instead of getting liquidated by the market the five minute markets on polymarket are essentially a high speed game of musical chairs where the person left standing is usually the one with the fastest script. leverage makes these markets extremely dangerous because it amplifies every mistake you make until your account is completely empty. the only way to survive this environment is to stop trading based on a gut feeling and start trading based on a stress tested mathematical edge the real breakthrough happened when i started using claude opus four point six to write the execution code for these specific five minute windows. having an ai agent that can analyze microstructure data means you can find trends that are completely invisible to the naked eye. it is essentially like having a team of twenty engineers working for you around the clock without the communication lag or the massive overhead costs some of our back tests show a sixty four percent win rate which sounds like a dream to anyone who has ever spent a night staring at a red screen. however the return on these tests varies wildly based on a few specific changes to the strategy parameters and histogram filters. i found that a return of forty one thousand dollars can jump to nearly double that just by adjusting how the bot handles the macd histogram threshold the trap that most people fall into is thinking that a good back test is a license to print money immediately without any further validation. this is a dangerous lie that leads to huge losses because the market in the past is not a perfect mirror of what is going to happen today. that is why i never launch a bot with full size until it has survived the incubation phase where it trades with ten dollars at a time incubation is the ultimate reality check for any trading strategy regardless of how good the numbers look on a computer screen. it is nerve wracking to watch a bot enter its first real trade even if the size is small because that is the moment theory meets reality. most of the bots that pass a back test will fail during the first forty eight hours of incubation and that is exactly why this step is non negotiable the data i use to build these systems covers over two hundred weeks of historical one minute candles to ensure the results are robust and not just luck. we are currently moving toward a machine learning approach where the system can adapt to changing market conditions without me having to intervene. this means the bot will eventually be able to recognize when a high leverage window is too risky and simply wait for a better entry the strategy itself relies heavily on macd variations which is a well known indicator but it is used here with a very specific and proprietary twist. by filtering for trades that hit a specific threshold we can ignore the random price noise that usually liquidates manual traders. we look for an edge of at least six percent which is enough to cover all platform fees and still leave a significant profit on the table i used to think that being a successful trader meant being a genius who could predict the future with a magical crystal ball. the truth is far more boring because success is just about researching an idea and testing it until the data proves it works in the past. then you just let the bot do the work while you go live your life instead of being a slave to the candle sticks and charts this world is changing fast and the people who learn to leverage ai to automate their thinking are going to be the ones who win the next decade. i am not asking you to trust a back test or a screenshot from a website because i want you to trust the process of testing it yourself. code allows you to take your life back from the screens and finally stop the cycle of over trading and emotional liquidations the difference between the traders who make it and the people who blow up is simply the willingness to iterate on their ideas daily. you might fail on your first ten bots but the eleventh one might be the script that changes your entire financial trajectory forever. it is about staying in the game long enough for the math to finally work in your favor and removing the human heart from the execution every day i am back testing and researching new ideas to see if they can survive the stress of real market data. i launch these live bots and let them run for seventy two hours to see if they can handle the pressure of the current market trend. while everyone else is coping and complaining about market volatility we are just adjusting our parameters and letting the ai find the next profitable window vibe coding with claude opus four point six has changed the speed at which i can deploy a new strategy from weeks down to just a few minutes. you can give the ai a general strategy idea and it builds the entire trading infrastructure for you while you focus on the logic. this speed is the ultimate advantage in a market that moves as fast as a five minute prediction window on the blockchain the future of trading is not found in a chat room or a paid signal group but in the code you write and the data you process. i believe that everyone has the ability to become an automated trader if they are willing to put in the work to learn the scripts. it is the only way to escape the trap of the nine to five and the anxiety of manual hand trading in a manipulated market i want you to understand that the ninety six thousand dollar returns i see are the result of hundreds of failed tests that never saw the light of day. you have to be willing to look at a failing bot and kill it without emotion so you can move on to the next research project. that is the quantitative mindset that separates the winners from the people who are just gambling with their savings if you are ready to stop being the liquidity for the big players then it is time to start building your own automated army of bots. for the cost of a few cups of coffee you can get access to the road map and the scripts that are driving these results. i am here every day showing you the process because i want to see more people use code to find their financial freedom and beat the house at its own game

Moon Dev

10,921 views • 4 months ago

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!
7:52

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!

Vini B |「 thecoding 」

40,183 views • 1 year ago

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ “THE GREAT SOLAR RECKONING” ☀️ 🔋$CSIQ became my largest position earlier this year, after I had been studying the company since 2023. Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.☀️🔋 This is not meant to be flawless. It is meant to be done. I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026. The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger: - While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm. - While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023. - While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover. This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions. It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the market’s current irrationality. The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example. At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others. My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity. Not growing into it. Worth that today. Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋 Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.
2:50:23

Canadian Solar [Full Investment Thesis]: Everything You Need to Know About $CSIQ “THE GREAT SOLAR RECKONING” ☀️ 🔋$CSIQ became my largest position earlier this year, after I had been studying the company since 2023. Here is my 250-page, ~three-hour presentation on Canadian Solar. I made this video to compress the 1,000+ hours of work already done here, hopefully helping speed up the learning curve for anyone interested.☀️🔋 This is not meant to be flawless. It is meant to be done. I believe $CSIQ is entering one of the most promising periods in its history. With $15B+ in total assets, three multi-billion-dollar businesses spanning solar manufacturing, storage manufacturing, and project development across six continents, and a mere ~$1B market capitalization, Canadian Solar is poised to be one of the top energy performers in 2026. The market has left this company for dead. But underneath the surface, the foundations of the business have been getting stronger: - While the solar industry wrongly spent on building overcapacity, Canadian Solar was one of the few companies slowing down and investing upstream into its project development arm. - While everyone looked to globalize supply chains, Canadian Solar has been building its manufacturing presence in the U.S. since 2023. - While much of the industry was still debating battery storage, Canadian Solar was already building gigawatt-scale projects in 2021. Today, it is reaping the benefits of having been a first mover. This is the story of a company that, despite operating in a ruthless and complicated industry, has consistently been deliberate and rational in its capital allocation decisions. It remains founder-led, with the founder still owning ~20% of the company. Shareholder value creation will always be top of mind, regardless of the market’s current irrationality. The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. Their BESS experience is the clearest example. At first glance, my estimates and projections may look overly optimistic. But I would ask you to take the time to analyze each one individually. I think you will see that even my bull case uses assumptions that many people already treat as base case assumptions for comparable companies such as $FLNC, $TE, $FSLR, $AMRC, $NXT, and others. My base case assumes roughly half the profitability the industry expects from peers, and still results in an ~10x investment opportunity. Not growing into it. Worth that today. Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋 Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.

Lucas Sacerdote🔋

94,712 views • 3 months ago

The multi-leader blockchain endgame: competitive information inclusion as a self-reinforcing mechanism for global price discovery - how we got here, and why Aptos is leading the charge Onchain trading is the killer app In the nine years since the launch of programmable transactions on the Ethereum blockchain, onchain trading has revealed itself as the killer use case for blockchains: onchain listings, volume, and total value locked are all growing with no signs of slowing down, due to the censorship-resistant, permissionless, 24/7/365 qualities afforded by decentralized (DeFi) systems. Monolithic parallelism is key In 2020 Solana was first to market with monolithic, parallel execution (as opposed sharded execution which offers parallelism by partitioning global state into separate information silos), establishing a new design paradigm that raised the bar for throughput and latency: put all of the information in one replicated state machine and make it run as fast as possible. This design produces a single, global hub for activity, liquidity, and token launches, a kind of financial data whiteboard in the sky, where anyone can come and trade at any time with everybody else who has plugged into the system. DEXes are becoming more competitive Historically decentralized systems have been juxtaposed with centralized ones since the latter eliminates the overhead associated with distributed systems coordination. And yet despite this overhead, Solana as a decentralized exchange (DEX) is still pulling in billions of trading volume per day, exceeding that of all but the largest centralized crypto exchanges (CEXs), that simply can't compete with the giant DEX in the sky on token listings or fees. After all, CEXs have to pay for server space, salaries, and lawyers, while a DEX outsources everything. The colocation arms race The one place where CEXs have an advantage over DEXs is on end-to-end latency for colocation applications, or in other words: someone sets up a trading bot in the same data center as the exchange, and their trades get to the exchange faster than everyone else's. When there is only one data ingestion point the fastest trader wins, and after the arms race has played out everyone ends up huddling around the trading hub, effectively cutting off the rest of the world from playing the latency trading game. This is the model that traditional securities exchanges like the Nasdaq or the NYSE 🏛 employ, and because they own the server they can effectively charge whatever they want for access to it. The colocation arms race is also why L2s will probably never decentralize: running the sequencer is practically the same as running the NASDAQ, with the same monopoly on transaction fees collected from a nearby cluster of trading bots (I understand from conversations with Logan Jastremski that the Arbitrum arms race has already hit a Nash Equilibrium in Portland, Oregon). Colocation is a trap But once the colocation arms race has played out, trades become less about incorporating new information in the market and more about skimming off the top by spoofing all of the trades coming in from the other bots. High-frequency trading (HFT) bots located in the NYSE New Jersey data center, for example, are constantly placing buys and sell orders that they have no intention of executing, just to spoof the other colocated bots who are playing the same adversarial game. Information inclusion, on the other hand, the synthesis of real-time world events into prices, takes a back seat because anyone who tries to include new information first needs to batch up their order and send it through a series of middlemen before it ultimately ends up on the exchange: you, I, or practically any other individual can not actually "trade on the NASDAQ", no, we have to express our intent to someone like Robinhood, who then sells our order flow to @CitadelSecurities, who then sends it to the exchange, oh and by the way it doesn't actually even "clear" or "settle" once it "executes" because for whatever reason the whole systems splits these things up and prevents them from happening instantaneously even though it's 2024 and we have computers. Onchain trading cuts out middlemen This whole mess is why we have onchain trading, and why it's starting to win: if you want a mainline to the exchange, without setting up a server, and you want to trade on a news event without getting immediately frontrun by an HFT bot that is sniffing out the trades of every other HFT bot who is easing in batched up order flow on their own terms, then you submit your order to a node in the blockchain and the information gets included in the price upon ingestion. Oh, and by the way the trade is actually fully complete: settled, cleared, reconciled, done, whatever you want to call it, because the people who build decentralized finance (DeFi) build it how it should actually work, not in a way that creates a million incumbents and charges exorbitant rents for access to the system. Onchain trading better for price discovery And the beautiful part about this is that even if a distributed system has more latency than a centralized system, DeFi still ends up incorporating more information into the price faster than centralized finance, because with DeFi the information gets included in the system as soon as it is submitted, not after it has been batched up and sent through a series of middlemen. The consensus mechanism of the blockchain disseminates the information around the world in the form of a price update, while the centralized exchange model requires information about the event to first get propagate to the region of the trading hub, then to get submitted to the colocation server. This means that in terms of global price discovery, onchain trading is strictly a better system because the entire consensus model is based around accelerated information propagation. Because price discovery is a global phenomenon, blockchains, which are global, are actually better than the centralized status quo, on a performance basis, not just from an ideological or convenience-based view. And it has to be multi-leader In practice, effective global information synthesis of information has an additional key requirement: multi-leader architecture. That is, in a single-leader blockchain like Solana, where one validator at a time has a monopoly on ordering transactions into blocks, for their duration as a leader they effectively function as a colocation server. This means that if the current leader is in New York, someone in Singapore who wants to trade on local news as soon as it breaks will still need to get their order all the way around the world to the leader, who is effectively serving as the chain's data ingestion point, before the order can start propagating through the network. But this is issue solved by the introduction of multiple distributed leaders, because then anyone with access to new information can submit their order to the leader closest to them, yielding faster information inclusion in the form of price updates. Multi-leader is also required for fair markets A multi-leader architecture is also required for fair markets, because in a single-leader system the leader has the power to censor transactions, reorder them to their advantage, or even replace transactions with copycats that extract maximum value by replacing the sender's address with their own. For example if someone wants to capture an arbitrage opportunity between two onchain DEXes, they'll need to submit a transaction to the leader and trust that the leader won't simply copy the transaction and submit it themselves. But when there are two or more leaders, users whose transactions are censored by one leader will simply work with a different leader the next time around, eventually cutting off transaction fee flow to the extractive leader. Beyond just strict inclusion, in a multi-leader architecture validators are also forced to compete with each other on latency, because the leader who is fastest at disseminating users' transactions across the network will over time gobble up the largest share of the order flow. Transparent priority fees are a must, or a private mempool will emerge But in order to make this work, a multi-leader architecture must also offer users the ability to pay priority fees AKA "tips" or "bribes" to move their transaction to the front of the line: if there is a $5 arbitrage opportunity onchain, users need to have assurance that they if they pay a 4.99 priority fee to take that arb, they will get priority over a different user who is only willing to tip 4.98. If the native blockchain system does not offer this fair market priority fee mechanism, then it is only a matter of time before one spontaneously emerges in the form of a private mempool like Jito, which can create centralization pressures and undermine the integrity of the system as a whole. Competitive payment for order flow is the stable solution With the right architecture in place, the end result is a competitive environment where endpoints running maximum extractable value (MEV) bots compete with one to offer users the best price for their order flow. In other words, if a user wants to submit an order that can get sandwich attacked for as much as $2 of MEV, then the order should ultimately go to the endpoint bot that is willing to pay the user as much as $1.99 for the right to process their transaction. The price that the provider is willing to pay is ultimately a function of how much in priority fees they might need to pay to the current leader (0 they are the current one), but notably at each stage there is a competitive market for order flow, whether in the form of retail trader's orders, or priority fees among bots that might be forwarding orders to one of the leaders. AptosLabs is already building all this With a public mempool and transaction priority fees, Aptos additionally includes a pipelined architecture that already includes concurrent batching of transactions into blocks, with a single consensus leader who propagates the batched blocks out to the network. And the team is already researching running multiple instances of the consensus algorithm in parallel, yielding multiple consensus leaders who can compete with each other on latency and inclusion - just ask pranav | Shelby, Alexander Spiegelman, and Zekun Li. This means that block times can shrink as the number of consensus leaders grows, with each leader having its own geographical radius of inclusion beyond which it makes more sense to submit to a different leader. The starting point? Something like 60 ms blocks and 3 consensus leaders, partitioning the global information space into competitive and constantly-rotating regions of information inclusion. Messaging is important With concurrent pipelined transaction batching, a public mempool, priority fees, and a clear path to a multi-leader architecture, Aptos leads the industry in onchain trading infrastructure that can truly supplant the centralized colocation paradigm that has heretofore dominated global finance - by offering a truly superior product. And I am hopeful that this deep dive is the first step in communicating not how or that superior product is getting built, but what it means from a bigger picture perspective. If blockchains have found product market fit in anything, it is in trading, and the trading game can only be won by building the biggest, baddest, most high performance system that has as its north star a single, concrete goal: constantly reducing, ever lower toward zero, time time it takes to incorporate information from anywhere in the world into the global price discovery computer. Whoever does this, even 1 ms faster than the competitor, wins the price discovery game, as other blockchains are left in the dust, their DEXes arbed away to zero against the fastest chain on the block. And sure, the blockchain that can rise to this challenge can also handle useful things like payments, NFTs, or other solutions that benefit from permissionlessness and low gas costs, but I want to impress that at the core of this pursuit must be the urge to drive down information inclusion latency to the absolute minimum afforded by the laws of physics through a competitive, market-driven environment. I call on avery.apt 🇺🇸 , CTO of Aptos Labs, to lean in on this messaging, to make it clear that Aptos is here for this singular mission, to build the most performant price discovery engine in history, as a rallying call for alignment in development efforts across the ecosystem and broader industry. Where does this go? As the latencies drop, the spreads tighten, and the information inclusion increases with every incremental increase in network bandwidth, we can expect a new class of competing techno-financial hubs that aggregate around the world's largest information sources: New York, Washington DC, London, Tokyo, etc., commanding stake distribution commensurate with the density of information flow in these respective locales. With the right incentives in place, competing concurrent leaders will invest ever more in infrastructure to get their packets out to the network faster than the rest, yielding clusters of fiber optic cable around the world's financial hubs, neurons in the global financial brain connecting not just HFT firms to servers in their city, but connecting every city with every other city, to move pricing information across oceans and continents. And retail traders, who have been left out of the colocation game, will only benefit: this entire system gets faster, more inclusive, with tighter spreads and lower fees, and it is such an amazing opportunity to watch all of this unfold in real time. The future of blockchains is the future of trading, is the future of competitive information inclusion in real-time, is the future of truly unified global markets, because at the the core of this industry is a simple idea: connect the computers, and see where the incentives lead. They lead to this, and Aptos is leading the charge, because its tech is purpose-built for this exact purpose. So tell the world about it.
2:41

The multi-leader blockchain endgame: competitive information inclusion as a self-reinforcing mechanism for global price discovery - how we got here, and why Aptos is leading the charge Onchain trading is the killer app In the nine years since the launch of programmable transactions on the Ethereum blockchain, onchain trading has revealed itself as the killer use case for blockchains: onchain listings, volume, and total value locked are all growing with no signs of slowing down, due to the censorship-resistant, permissionless, 24/7/365 qualities afforded by decentralized (DeFi) systems. Monolithic parallelism is key In 2020 Solana was first to market with monolithic, parallel execution (as opposed sharded execution which offers parallelism by partitioning global state into separate information silos), establishing a new design paradigm that raised the bar for throughput and latency: put all of the information in one replicated state machine and make it run as fast as possible. This design produces a single, global hub for activity, liquidity, and token launches, a kind of financial data whiteboard in the sky, where anyone can come and trade at any time with everybody else who has plugged into the system. DEXes are becoming more competitive Historically decentralized systems have been juxtaposed with centralized ones since the latter eliminates the overhead associated with distributed systems coordination. And yet despite this overhead, Solana as a decentralized exchange (DEX) is still pulling in billions of trading volume per day, exceeding that of all but the largest centralized crypto exchanges (CEXs), that simply can't compete with the giant DEX in the sky on token listings or fees. After all, CEXs have to pay for server space, salaries, and lawyers, while a DEX outsources everything. The colocation arms race The one place where CEXs have an advantage over DEXs is on end-to-end latency for colocation applications, or in other words: someone sets up a trading bot in the same data center as the exchange, and their trades get to the exchange faster than everyone else's. When there is only one data ingestion point the fastest trader wins, and after the arms race has played out everyone ends up huddling around the trading hub, effectively cutting off the rest of the world from playing the latency trading game. This is the model that traditional securities exchanges like the Nasdaq or the NYSE 🏛 employ, and because they own the server they can effectively charge whatever they want for access to it. The colocation arms race is also why L2s will probably never decentralize: running the sequencer is practically the same as running the NASDAQ, with the same monopoly on transaction fees collected from a nearby cluster of trading bots (I understand from conversations with Logan Jastremski that the Arbitrum arms race has already hit a Nash Equilibrium in Portland, Oregon). Colocation is a trap But once the colocation arms race has played out, trades become less about incorporating new information in the market and more about skimming off the top by spoofing all of the trades coming in from the other bots. High-frequency trading (HFT) bots located in the NYSE New Jersey data center, for example, are constantly placing buys and sell orders that they have no intention of executing, just to spoof the other colocated bots who are playing the same adversarial game. Information inclusion, on the other hand, the synthesis of real-time world events into prices, takes a back seat because anyone who tries to include new information first needs to batch up their order and send it through a series of middlemen before it ultimately ends up on the exchange: you, I, or practically any other individual can not actually "trade on the NASDAQ", no, we have to express our intent to someone like Robinhood, who then sells our order flow to @CitadelSecurities, who then sends it to the exchange, oh and by the way it doesn't actually even "clear" or "settle" once it "executes" because for whatever reason the whole systems splits these things up and prevents them from happening instantaneously even though it's 2024 and we have computers. Onchain trading cuts out middlemen This whole mess is why we have onchain trading, and why it's starting to win: if you want a mainline to the exchange, without setting up a server, and you want to trade on a news event without getting immediately frontrun by an HFT bot that is sniffing out the trades of every other HFT bot who is easing in batched up order flow on their own terms, then you submit your order to a node in the blockchain and the information gets included in the price upon ingestion. Oh, and by the way the trade is actually fully complete: settled, cleared, reconciled, done, whatever you want to call it, because the people who build decentralized finance (DeFi) build it how it should actually work, not in a way that creates a million incumbents and charges exorbitant rents for access to the system. Onchain trading better for price discovery And the beautiful part about this is that even if a distributed system has more latency than a centralized system, DeFi still ends up incorporating more information into the price faster than centralized finance, because with DeFi the information gets included in the system as soon as it is submitted, not after it has been batched up and sent through a series of middlemen. The consensus mechanism of the blockchain disseminates the information around the world in the form of a price update, while the centralized exchange model requires information about the event to first get propagate to the region of the trading hub, then to get submitted to the colocation server. This means that in terms of global price discovery, onchain trading is strictly a better system because the entire consensus model is based around accelerated information propagation. Because price discovery is a global phenomenon, blockchains, which are global, are actually better than the centralized status quo, on a performance basis, not just from an ideological or convenience-based view. And it has to be multi-leader In practice, effective global information synthesis of information has an additional key requirement: multi-leader architecture. That is, in a single-leader blockchain like Solana, where one validator at a time has a monopoly on ordering transactions into blocks, for their duration as a leader they effectively function as a colocation server. This means that if the current leader is in New York, someone in Singapore who wants to trade on local news as soon as it breaks will still need to get their order all the way around the world to the leader, who is effectively serving as the chain's data ingestion point, before the order can start propagating through the network. But this is issue solved by the introduction of multiple distributed leaders, because then anyone with access to new information can submit their order to the leader closest to them, yielding faster information inclusion in the form of price updates. Multi-leader is also required for fair markets A multi-leader architecture is also required for fair markets, because in a single-leader system the leader has the power to censor transactions, reorder them to their advantage, or even replace transactions with copycats that extract maximum value by replacing the sender's address with their own. For example if someone wants to capture an arbitrage opportunity between two onchain DEXes, they'll need to submit a transaction to the leader and trust that the leader won't simply copy the transaction and submit it themselves. But when there are two or more leaders, users whose transactions are censored by one leader will simply work with a different leader the next time around, eventually cutting off transaction fee flow to the extractive leader. Beyond just strict inclusion, in a multi-leader architecture validators are also forced to compete with each other on latency, because the leader who is fastest at disseminating users' transactions across the network will over time gobble up the largest share of the order flow. Transparent priority fees are a must, or a private mempool will emerge But in order to make this work, a multi-leader architecture must also offer users the ability to pay priority fees AKA "tips" or "bribes" to move their transaction to the front of the line: if there is a $5 arbitrage opportunity onchain, users need to have assurance that they if they pay a 4.99 priority fee to take that arb, they will get priority over a different user who is only willing to tip 4.98. If the native blockchain system does not offer this fair market priority fee mechanism, then it is only a matter of time before one spontaneously emerges in the form of a private mempool like Jito, which can create centralization pressures and undermine the integrity of the system as a whole. Competitive payment for order flow is the stable solution With the right architecture in place, the end result is a competitive environment where endpoints running maximum extractable value (MEV) bots compete with one to offer users the best price for their order flow. In other words, if a user wants to submit an order that can get sandwich attacked for as much as $2 of MEV, then the order should ultimately go to the endpoint bot that is willing to pay the user as much as $1.99 for the right to process their transaction. The price that the provider is willing to pay is ultimately a function of how much in priority fees they might need to pay to the current leader (0 they are the current one), but notably at each stage there is a competitive market for order flow, whether in the form of retail trader's orders, or priority fees among bots that might be forwarding orders to one of the leaders. AptosLabs is already building all this With a public mempool and transaction priority fees, Aptos additionally includes a pipelined architecture that already includes concurrent batching of transactions into blocks, with a single consensus leader who propagates the batched blocks out to the network. And the team is already researching running multiple instances of the consensus algorithm in parallel, yielding multiple consensus leaders who can compete with each other on latency and inclusion - just ask pranav | Shelby, Alexander Spiegelman, and Zekun Li. This means that block times can shrink as the number of consensus leaders grows, with each leader having its own geographical radius of inclusion beyond which it makes more sense to submit to a different leader. The starting point? Something like 60 ms blocks and 3 consensus leaders, partitioning the global information space into competitive and constantly-rotating regions of information inclusion. Messaging is important With concurrent pipelined transaction batching, a public mempool, priority fees, and a clear path to a multi-leader architecture, Aptos leads the industry in onchain trading infrastructure that can truly supplant the centralized colocation paradigm that has heretofore dominated global finance - by offering a truly superior product. And I am hopeful that this deep dive is the first step in communicating not how or that superior product is getting built, but what it means from a bigger picture perspective. If blockchains have found product market fit in anything, it is in trading, and the trading game can only be won by building the biggest, baddest, most high performance system that has as its north star a single, concrete goal: constantly reducing, ever lower toward zero, time time it takes to incorporate information from anywhere in the world into the global price discovery computer. Whoever does this, even 1 ms faster than the competitor, wins the price discovery game, as other blockchains are left in the dust, their DEXes arbed away to zero against the fastest chain on the block. And sure, the blockchain that can rise to this challenge can also handle useful things like payments, NFTs, or other solutions that benefit from permissionlessness and low gas costs, but I want to impress that at the core of this pursuit must be the urge to drive down information inclusion latency to the absolute minimum afforded by the laws of physics through a competitive, market-driven environment. I call on avery.apt 🇺🇸 , CTO of Aptos Labs, to lean in on this messaging, to make it clear that Aptos is here for this singular mission, to build the most performant price discovery engine in history, as a rallying call for alignment in development efforts across the ecosystem and broader industry. Where does this go? As the latencies drop, the spreads tighten, and the information inclusion increases with every incremental increase in network bandwidth, we can expect a new class of competing techno-financial hubs that aggregate around the world's largest information sources: New York, Washington DC, London, Tokyo, etc., commanding stake distribution commensurate with the density of information flow in these respective locales. With the right incentives in place, competing concurrent leaders will invest ever more in infrastructure to get their packets out to the network faster than the rest, yielding clusters of fiber optic cable around the world's financial hubs, neurons in the global financial brain connecting not just HFT firms to servers in their city, but connecting every city with every other city, to move pricing information across oceans and continents. And retail traders, who have been left out of the colocation game, will only benefit: this entire system gets faster, more inclusive, with tighter spreads and lower fees, and it is such an amazing opportunity to watch all of this unfold in real time. The future of blockchains is the future of trading, is the future of competitive information inclusion in real-time, is the future of truly unified global markets, because at the the core of this industry is a simple idea: connect the computers, and see where the incentives lead. They lead to this, and Aptos is leading the charge, because its tech is purpose-built for this exact purpose. So tell the world about it.

Alex Kahn

24,432 views • 1 year ago

Do you ride a bike? Or an e-scooter? Or walk a dog? If so, please take a second to read this. If you are on a bike or scooter on a shared pathway and approaching someone walking a dog, please be courteous and slow down a little. Especially if coming up from behind. I am a wheelchair user with a dog and we have way too many close calls with fast moving bikes and scooters. People not using a bell and whipping by within inches. If the dog turned it's head or stepped a bit wide, they'd be hit. I'll happily move as far to one side of the path as possible, and if I've got the younger dog who isn't as experienced around fast moving things, I'll stop at the very side and have him sit in front of me to give everyone as much space as possible. If I don't know you're approaching, I can't do that. So please, for the love of dog, use your bell. Don't wait until you're right behind someone with a dog. Use it while you're still at a distance, and if you aren't sure they noticed it, ring it a few more times. Give them as much time as possible to move to the side and prepare the dog. If it's a puppy or a dog that hasn't had much experience with bikes, being able to get them off the path or give them a little extra distance from the fast moving bike helps prevent them from getting scared. The vast majority of cyclists are great and really respectful, but there's always a few that aren't. This year the challenge is kids on e-scooters. They are going fast and having fun. Safety isn't at the forefront of their mind. They often don't use a bell or slow down at blind corners, and many don't think about giving the dog any space. I've been startled a few times by them so I can only imagine how the dog felt. This is one of the reasons why I do a lot of desensitization and counter conditioning. Dog owners-you need to do your part to. If you've got headphones on, make sure you can still hear the bike bell. Make sure to give the cyclist or scooter rider as much space as possible from your dog. And of course, unless you are on a designated off leash trail, keep your dog on a leash. If you have a puppy or a newly adopted dog that might not be comfortable around bikes, take some kibble or treats and go hang out with them near a multi use path. Let them watch. As the bike or scooter approaches, drop a few treats on the ground. For many dogs, this is all it takes, but if your dog is visibly stressed, fixated on the bike, or reacting, try moving a further from the trail and once they're comfortable at a slightly further distance, try closer again. If they are still stressed or fearful even with more distance, don't force the issue. Instead introduce them to a bike that isn't moving, and gradually work them up from there. If they are struggling, talk to a trainer. Regardless of if you are holding a leash, riding a bike or scooter, or enjoying a walk outdoors, just be respectful. And of course, be safe. Thanks, Admin 🎥 Puppy walk for cuteness
0:33

Do you ride a bike? Or an e-scooter? Or walk a dog? If so, please take a second to read this. If you are on a bike or scooter on a shared pathway and approaching someone walking a dog, please be courteous and slow down a little. Especially if coming up from behind. I am a wheelchair user with a dog and we have way too many close calls with fast moving bikes and scooters. People not using a bell and whipping by within inches. If the dog turned it's head or stepped a bit wide, they'd be hit. I'll happily move as far to one side of the path as possible, and if I've got the younger dog who isn't as experienced around fast moving things, I'll stop at the very side and have him sit in front of me to give everyone as much space as possible. If I don't know you're approaching, I can't do that. So please, for the love of dog, use your bell. Don't wait until you're right behind someone with a dog. Use it while you're still at a distance, and if you aren't sure they noticed it, ring it a few more times. Give them as much time as possible to move to the side and prepare the dog. If it's a puppy or a dog that hasn't had much experience with bikes, being able to get them off the path or give them a little extra distance from the fast moving bike helps prevent them from getting scared. The vast majority of cyclists are great and really respectful, but there's always a few that aren't. This year the challenge is kids on e-scooters. They are going fast and having fun. Safety isn't at the forefront of their mind. They often don't use a bell or slow down at blind corners, and many don't think about giving the dog any space. I've been startled a few times by them so I can only imagine how the dog felt. This is one of the reasons why I do a lot of desensitization and counter conditioning. Dog owners-you need to do your part to. If you've got headphones on, make sure you can still hear the bike bell. Make sure to give the cyclist or scooter rider as much space as possible from your dog. And of course, unless you are on a designated off leash trail, keep your dog on a leash. If you have a puppy or a newly adopted dog that might not be comfortable around bikes, take some kibble or treats and go hang out with them near a multi use path. Let them watch. As the bike or scooter approaches, drop a few treats on the ground. For many dogs, this is all it takes, but if your dog is visibly stressed, fixated on the bike, or reacting, try moving a further from the trail and once they're comfortable at a slightly further distance, try closer again. If they are still stressed or fearful even with more distance, don't force the issue. Instead introduce them to a bike that isn't moving, and gradually work them up from there. If they are struggling, talk to a trainer. Regardless of if you are holding a leash, riding a bike or scooter, or enjoying a walk outdoors, just be respectful. And of course, be safe. Thanks, Admin 🎥 Puppy walk for cuteness

Team Servicerottie🇨🇦🐕‍🦺🦽

15,736 views • 1 month ago

VIOLENT PRICE SIGNAL AHEAD: WHY $150 OIL IS NOW THE ONLY PATH TO BALANCE Energy strategist Eric Nuttall of ninepoint Energy Strategies just delivered his long-awaited weekly update. Instead of relief, the only measurable change has been the relentless drain of nearly 200 million barrels of forfeited production while the world clings to hope. The data from Kepler and the warnings from Exxon and Chevron reveal a structural crisis that tweets cannot fix. THE STRAIT REALITY CHECK ➡️ Just 23 ships are getting through the Strait of Hormuz each day compared to the normal baseline of 40 to 45. ➡️ Daily claims of 35 to 40 ships passing were proven false when actual tracking data showed only two tankers making the transit. ➡️ Leading shipping companies like Maersk have abandoned the route completely because the risk outweighs any reward. THE INVENTORY FREEFALL ➡️ Global inventories visible and invisible are now falling at a rate of 6 to 8 million barrels per day. ➡️ Almost 200 million barrels have already been sucked out of the system in just the past two weeks. ➡️ The cumulative forfeited production has already exceeded one billion barrels and is tracking toward two billion under even optimistic scenarios. THE EXPERT ALARM ➡️ Exxon and Chevron have now corroborated the numbers and stated the market is heading into the danger zone within the next few weeks. ➡️ Inventories are approaching the point where refineries hit tank bottoms and can no longer operate without cutting demand. ➡️ Their models show that oil prices will have to rise to between 150 and 160 dollars to achieve the required demand destruction. THE PRODUCTION TRAP ➡️ Middle East production has been curtailed by 13 to 14 million barrels per day because storage tanks are full and crude cannot exit. ➡️ Barnacle buildup on vessels that have sat idle in warm water will add 80 to 90 percent to fuel costs and further delay any recovery. ➡️ "The IRGC has figured out that having control of the strait is more powerful than actual possession of a nuclear bomb" — and there is no sign they plan to relinquish it. THE COVID INVERSION ➡️ The current pace of inventory depletion is the fastest in history and stands as the direct opposite of the massive build that started in February 2020. ➡️ All previous safety buffers including the largest SPR releases in history have now been exhausted or are being drawn down in real time. ➡️ The market remains trapped in apathy and continues to price energy equities for oil in the high 60s to low 70s even as physical barrels trade near 95. THE LONG-TERM BULL CASE ➡️ After the spike forces the necessary adjustment, the day after will feature years of incremental demand just to rebuild inventories and replace lost production from formation damage. ➡️ Even a sudden resolution would still leave lasting bullish effects because much of the generalist capital has stayed on the sidelines waiting for certainty that may never arrive. ➡️ Energy equities represent one of the strongest long-term investment opportunities precisely because the structural shortage is already in motion. THE BOTTOM LINE The market is betting that hope and tweets will somehow refill the tanks before they run dry. When tank bottoms arrive the price adjustment will be swift, brutal, and completely necessary to balance a system that has run out of buffers. #OilShortage #StraitOfHormuz #InventoryCrisis #EnergyInvesting #OilPriceSpike #BullishEnergy #TankBottoms
1:15

VIOLENT PRICE SIGNAL AHEAD: WHY $150 OIL IS NOW THE ONLY PATH TO BALANCE Energy strategist Eric Nuttall of ninepoint Energy Strategies just delivered his long-awaited weekly update. Instead of relief, the only measurable change has been the relentless drain of nearly 200 million barrels of forfeited production while the world clings to hope. The data from Kepler and the warnings from Exxon and Chevron reveal a structural crisis that tweets cannot fix. THE STRAIT REALITY CHECK ➡️ Just 23 ships are getting through the Strait of Hormuz each day compared to the normal baseline of 40 to 45. ➡️ Daily claims of 35 to 40 ships passing were proven false when actual tracking data showed only two tankers making the transit. ➡️ Leading shipping companies like Maersk have abandoned the route completely because the risk outweighs any reward. THE INVENTORY FREEFALL ➡️ Global inventories visible and invisible are now falling at a rate of 6 to 8 million barrels per day. ➡️ Almost 200 million barrels have already been sucked out of the system in just the past two weeks. ➡️ The cumulative forfeited production has already exceeded one billion barrels and is tracking toward two billion under even optimistic scenarios. THE EXPERT ALARM ➡️ Exxon and Chevron have now corroborated the numbers and stated the market is heading into the danger zone within the next few weeks. ➡️ Inventories are approaching the point where refineries hit tank bottoms and can no longer operate without cutting demand. ➡️ Their models show that oil prices will have to rise to between 150 and 160 dollars to achieve the required demand destruction. THE PRODUCTION TRAP ➡️ Middle East production has been curtailed by 13 to 14 million barrels per day because storage tanks are full and crude cannot exit. ➡️ Barnacle buildup on vessels that have sat idle in warm water will add 80 to 90 percent to fuel costs and further delay any recovery. ➡️ "The IRGC has figured out that having control of the strait is more powerful than actual possession of a nuclear bomb" — and there is no sign they plan to relinquish it. THE COVID INVERSION ➡️ The current pace of inventory depletion is the fastest in history and stands as the direct opposite of the massive build that started in February 2020. ➡️ All previous safety buffers including the largest SPR releases in history have now been exhausted or are being drawn down in real time. ➡️ The market remains trapped in apathy and continues to price energy equities for oil in the high 60s to low 70s even as physical barrels trade near 95. THE LONG-TERM BULL CASE ➡️ After the spike forces the necessary adjustment, the day after will feature years of incremental demand just to rebuild inventories and replace lost production from formation damage. ➡️ Even a sudden resolution would still leave lasting bullish effects because much of the generalist capital has stayed on the sidelines waiting for certainty that may never arrive. ➡️ Energy equities represent one of the strongest long-term investment opportunities precisely because the structural shortage is already in motion. THE BOTTOM LINE The market is betting that hope and tweets will somehow refill the tanks before they run dry. When tank bottoms arrive the price adjustment will be swift, brutal, and completely necessary to balance a system that has run out of buffers. #OilShortage #StraitOfHormuz #InventoryCrisis #EnergyInvesting #OilPriceSpike #BullishEnergy #TankBottoms

Mark

26,328 views • 2 months ago

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC - Reporting Window: LAST 24 HOURS • Iranian missiles struck Tel Aviv and northern Israel, causing injuries and structural damage • Israel expanded strikes across Iran, including Tehran, Tabriz, Isfahan, Bandar Abbas, and missile infrastructure sites • U.S.–Israel strikes hit senior PMF infrastructure in Iraq, killing key commanders • Reported strikes on Iranian gas infrastructure in Isfahan and Khorramshahr signal a potential shift toward energy targeting • Lebanon intensified with evacuations, Rashidiya strikes, and continued Hezbollah fire • Trump abruptly pivoted to negotiations with Iran and extended the Hormuz deadline, delaying a major escalation The past 24 hours were not defined by a single headline event, but by a combination of very real battlefield activity and a sudden political shift at the top level. On the ground, the war remained active across every front: Israel, Iran, Lebanon, Iraq, and the Gulf. At the same time, the expected U.S. escalation tied to Hormuz did not happen. Instead, Washington pivoted toward negotiations, with Trump claiming talks are close to agreement while Iran publicly denies that anything meaningful is underway. That combination, ongoing war with a simultaneous negotiation track, is new. And it matters. ━━━━━━━━━━━━━━━━━━ 🚀 IRANIAN MISSILE ATTACKS ON ISRAEL Iran continued missile launches into Israel, with a clear pattern of split targeting between central and northern sectors. A missile hit in Tel Aviv injured several civilians and damaged nearby residential structures. Later waves triggered wide alert zones across northern Israel, including the Galilee, Golan, and confrontation line communities. Your outbox tracked these alerts across dozens of locations in real time. There were also additional impacts from fragments and debris, including a schoolyard hit and damage to homes in the north without mass casualties. This continues a trend seen over the last several days: • lower salvo size • wider disruption footprint • sustained daily pressure Iran is no longer relying on large coordinated barrages. It is maintaining pressure through frequency, geography, and effect per missile. At the same time, Israeli officials continue to investigate interception gaps, including earlier failures tied to THAAD systems, reinforcing that even a degraded Iranian launcher network can still produce meaningful results. ━━━━━━━━━━━━━━━━━━ ✈️ STRATEGIC AIR CAMPAIGN OVER IRAN The Israeli and U.S. strike campaign inside Iran remained broad, multi-layered, and geographically extensive. Mainstream reporting confirmed strikes on: • missile storage and production facilities • regime and intelligence headquarters in Tehran • additional infrastructure in Isfahan and surrounding regions Open source intel shows how wide this really was. Strikes or explosions were reported across: • Tehran (multiple districts including eastern sectors and Parchin-adjacent areas) • Tabriz • Khuzestan and Dezful • Bandar Abbas and coastal nodes • Yazd and missile infrastructure There were also multiple reports of targeted assassination strikes, destruction of missile-related infrastructure, and pressure on internal security nodes This matters because the campaign is not narrowing. It is hitting production, command, logistics, and leadership. This is a system-wide degradation effort, not a tactical suppression campaign. ━━━━━━━━━━━━━━━━━━ ⚡ ENERGY INFRASTRUCTURE: THE WAR IS GETTING CLOSER TO THE GRID One of the most important developments in this window was the reported targeting of Iranian gas infrastructure. Reuters reported a gas company office and pressure reduction station hit in Isfahan and a pipeline feeding a power station in Khorramshahr struck At the same time, oil prices rose again as markets reacted to continued Hormuz disruption, uncertainty around negotiations, and risk of escalation into full infrastructure targeting Open source intel strongly corroborates these reports, with repeated references to the same targets and follow-on rhetoric about retaliatory strikes on regional power systems. This is the key shift. The war is moving from military systems toward civilian energy systems. Not fully yet, but clearly closer. ━━━━━━━━━━━━━━━━━━ 🇮🇶 IRAQ: PROXY COMMAND STRUCTURE HIT The Iraq front escalated meaningfully. Reuters reported that strikes hit: • PMF headquarters in Anbar • a residence tied to PMF leadership Casualties included at least 15 fighters killed, dozens wounded, and the confirmed death of operations commander Saad al-Baiji. Open source intel confirmed this in real time, including militant messaging and follow-on threats against U.S. positions. This was not a minor militia strike. It was a hit on central PMF command infrastructure. That keeps Iraq as an active and important front, not just a background theater. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON: PRESSURE CONTINUES AND DEEPENS The Lebanon front remained highly active. Key developments included evacuation warnings north of the Zahrani River, Israeli strikes near Rashidiya and southern Lebanon infrastructure, and continued Hezbollah rocket fire into northern Israel. Open source intel tracked: • strike activity near Rashidiya refugee camp • additional targeted strikes in Bchamoun • repeated northern Israeli alerts Israel continues shifting toward targeting infrastructure, limiting movement, and shaping the battlefield. Hezbollah remains active, but increasingly constrained. ━━━━━━━━━━━━━━━━━━ 🌍 WASHINGTON, TEHRAN, AND THE NEGOTIATION TRACK In a sharp pivot, Trump announced that the U.S. is now holding talks with Iran, the Hormuz deadline was extended, and discussions are “close to agreement”. From there markets reacted immediately with oil prices dropping and then global markets rallying. But the reality is far less clear. Iranian leadership denied meaningful negotiations, and then demanded compensation and guarantees as new conditions for an any agreement, including limiting U.S. presence in the Gulf There is also uncertainty about who the U.S. is even talking to. Reports suggest contact with Mohammad Ghalibaf rather than Mojtaba Khamenei, who has not been seen publicly. At the same time, there is a deeper shift: The U.S. may now be willing to end the war without full regime change. That is a major departure from earlier expectations. Meanwhile, Israel is trying to ensure any deal reflects its interests, with Netanyahu reportedly engaging directly with the administration. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW Three developments define the war right now. 1️⃣ The battlefield remains fully active across all fronts. Missiles, strikes, Lebanon operations, and Gulf pressure all continued in this window. 2️⃣ The war is moving closer to energy infrastructure targeting. Isfahan and Khorramshahr are early signals of a potentially much more dangerous phase. 3️⃣ Negotiations have entered the picture, but nothing is settled. The war is still being fought at full intensity even as diplomacy begins. Bottom line, this was not just another day of escalation. It was the first clear moment where war and negotiations are happening at the same time. That creates a new dynamic: • escalation is still real • pressure is still increasing • but the outcome is now less predictable than it was 24 hours ago Quick note... big thanks to Michael W for contributing to the open-source intel picture behind these updates. If you’re serious about following this war and the broader geopolitical landscape, he’s worth having in your feed. ━━━━━━━━━━━━━━━━━━ END OF REPORT
0:30

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC - Reporting Window: LAST 24 HOURS • Iranian missiles struck Tel Aviv and northern Israel, causing injuries and structural damage • Israel expanded strikes across Iran, including Tehran, Tabriz, Isfahan, Bandar Abbas, and missile infrastructure sites • U.S.–Israel strikes hit senior PMF infrastructure in Iraq, killing key commanders • Reported strikes on Iranian gas infrastructure in Isfahan and Khorramshahr signal a potential shift toward energy targeting • Lebanon intensified with evacuations, Rashidiya strikes, and continued Hezbollah fire • Trump abruptly pivoted to negotiations with Iran and extended the Hormuz deadline, delaying a major escalation The past 24 hours were not defined by a single headline event, but by a combination of very real battlefield activity and a sudden political shift at the top level. On the ground, the war remained active across every front: Israel, Iran, Lebanon, Iraq, and the Gulf. At the same time, the expected U.S. escalation tied to Hormuz did not happen. Instead, Washington pivoted toward negotiations, with Trump claiming talks are close to agreement while Iran publicly denies that anything meaningful is underway. That combination, ongoing war with a simultaneous negotiation track, is new. And it matters. ━━━━━━━━━━━━━━━━━━ 🚀 IRANIAN MISSILE ATTACKS ON ISRAEL Iran continued missile launches into Israel, with a clear pattern of split targeting between central and northern sectors. A missile hit in Tel Aviv injured several civilians and damaged nearby residential structures. Later waves triggered wide alert zones across northern Israel, including the Galilee, Golan, and confrontation line communities. Your outbox tracked these alerts across dozens of locations in real time. There were also additional impacts from fragments and debris, including a schoolyard hit and damage to homes in the north without mass casualties. This continues a trend seen over the last several days: • lower salvo size • wider disruption footprint • sustained daily pressure Iran is no longer relying on large coordinated barrages. It is maintaining pressure through frequency, geography, and effect per missile. At the same time, Israeli officials continue to investigate interception gaps, including earlier failures tied to THAAD systems, reinforcing that even a degraded Iranian launcher network can still produce meaningful results. ━━━━━━━━━━━━━━━━━━ ✈️ STRATEGIC AIR CAMPAIGN OVER IRAN The Israeli and U.S. strike campaign inside Iran remained broad, multi-layered, and geographically extensive. Mainstream reporting confirmed strikes on: • missile storage and production facilities • regime and intelligence headquarters in Tehran • additional infrastructure in Isfahan and surrounding regions Open source intel shows how wide this really was. Strikes or explosions were reported across: • Tehran (multiple districts including eastern sectors and Parchin-adjacent areas) • Tabriz • Khuzestan and Dezful • Bandar Abbas and coastal nodes • Yazd and missile infrastructure There were also multiple reports of targeted assassination strikes, destruction of missile-related infrastructure, and pressure on internal security nodes This matters because the campaign is not narrowing. It is hitting production, command, logistics, and leadership. This is a system-wide degradation effort, not a tactical suppression campaign. ━━━━━━━━━━━━━━━━━━ ⚡ ENERGY INFRASTRUCTURE: THE WAR IS GETTING CLOSER TO THE GRID One of the most important developments in this window was the reported targeting of Iranian gas infrastructure. Reuters reported a gas company office and pressure reduction station hit in Isfahan and a pipeline feeding a power station in Khorramshahr struck At the same time, oil prices rose again as markets reacted to continued Hormuz disruption, uncertainty around negotiations, and risk of escalation into full infrastructure targeting Open source intel strongly corroborates these reports, with repeated references to the same targets and follow-on rhetoric about retaliatory strikes on regional power systems. This is the key shift. The war is moving from military systems toward civilian energy systems. Not fully yet, but clearly closer. ━━━━━━━━━━━━━━━━━━ 🇮🇶 IRAQ: PROXY COMMAND STRUCTURE HIT The Iraq front escalated meaningfully. Reuters reported that strikes hit: • PMF headquarters in Anbar • a residence tied to PMF leadership Casualties included at least 15 fighters killed, dozens wounded, and the confirmed death of operations commander Saad al-Baiji. Open source intel confirmed this in real time, including militant messaging and follow-on threats against U.S. positions. This was not a minor militia strike. It was a hit on central PMF command infrastructure. That keeps Iraq as an active and important front, not just a background theater. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON: PRESSURE CONTINUES AND DEEPENS The Lebanon front remained highly active. Key developments included evacuation warnings north of the Zahrani River, Israeli strikes near Rashidiya and southern Lebanon infrastructure, and continued Hezbollah rocket fire into northern Israel. Open source intel tracked: • strike activity near Rashidiya refugee camp • additional targeted strikes in Bchamoun • repeated northern Israeli alerts Israel continues shifting toward targeting infrastructure, limiting movement, and shaping the battlefield. Hezbollah remains active, but increasingly constrained. ━━━━━━━━━━━━━━━━━━ 🌍 WASHINGTON, TEHRAN, AND THE NEGOTIATION TRACK In a sharp pivot, Trump announced that the U.S. is now holding talks with Iran, the Hormuz deadline was extended, and discussions are “close to agreement”. From there markets reacted immediately with oil prices dropping and then global markets rallying. But the reality is far less clear. Iranian leadership denied meaningful negotiations, and then demanded compensation and guarantees as new conditions for an any agreement, including limiting U.S. presence in the Gulf There is also uncertainty about who the U.S. is even talking to. Reports suggest contact with Mohammad Ghalibaf rather than Mojtaba Khamenei, who has not been seen publicly. At the same time, there is a deeper shift: The U.S. may now be willing to end the war without full regime change. That is a major departure from earlier expectations. Meanwhile, Israel is trying to ensure any deal reflects its interests, with Netanyahu reportedly engaging directly with the administration. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW Three developments define the war right now. 1️⃣ The battlefield remains fully active across all fronts. Missiles, strikes, Lebanon operations, and Gulf pressure all continued in this window. 2️⃣ The war is moving closer to energy infrastructure targeting. Isfahan and Khorramshahr are early signals of a potentially much more dangerous phase. 3️⃣ Negotiations have entered the picture, but nothing is settled. The war is still being fought at full intensity even as diplomacy begins. Bottom line, this was not just another day of escalation. It was the first clear moment where war and negotiations are happening at the same time. That creates a new dynamic: • escalation is still real • pressure is still increasing • but the outcome is now less predictable than it was 24 hours ago Quick note... big thanks to Michael W for contributing to the open-source intel picture behind these updates. If you’re serious about following this war and the broader geopolitical landscape, he’s worth having in your feed. ━━━━━━━━━━━━━━━━━━ END OF REPORT

Inside_Israel_Intel

37,207 views • 4 months ago

They Seriously Expected Parades And Trophies For Pausing A Genocide I’ve seen a lot of empire loyalists going “Why aren’t the Free Palestine people cheering about the ceasefire?” If you saw a man beating a child into a coma, would you cheer after the beating stopped? No, your first reaction would be horror at what happened and your second would be fear that he’ll attack the kid again. And then at some point you’d start wondering why the guy isn’t in jail. They actually expected a bunch of parades and trophies for pausing a genocide. They thought they’d get applause and adoration and then everything would go back to how it was pre-2023. That’s adorable. That’s precious. Not gonna happen, but it’s cute that they thought it would. ❖ Drop Site News reports that after the ceasefire was announced Israeli troops went on an arson spree and torched food, homes and critical infrastructure to ensure that Palestinians would have nothing to return to. I keep thinking the Israeli military has run out of ways to shock me, but they somehow keep finding new ones. ❖ TYT’s Ana Kasparian was in hot water last week for rubbing her hands together while talking about how creepy and evil Jewish oligarch Larry Ellison is, with critics hastening to compare her depiction of Ellison to the antisemitic “Happy Merchant” meme. Online Zionists eager to stoke the antisemitism hysteria actually went out of their way to digitally insert the Happy Merchant meme into the actual footage of Kasparian’s portrayal, which was probably done to show the similarities between the portrayal and the meme but in practice made it look as though TYT had displayed an antisemitic graphic during their show. There is no reason to believe Kasparian was being antisemitic with her portrayal of Ellison, who is indeed creepy and evil. Ask a small child to imitate someone who is wicked and sneaky and they’ll rub their hands together looking sinister in the exact way Kasparian did without knowing anything about Jews or Judaism. The only reason anyone felt the need to insert the Happy Merchant meme into the footage in the first place was because hardly anyone knows what the fuck that is. This has gotten so fucking stupid. You can’t even talk like a normal person in real time without getting accused of doing an antisemitic trope. Nobody can keep track of every little thing on the ADL no-no list. These freaks were accusing Greta Thunberg of being a Nazi for taking a pro-Palestine photo with an octopus plushie, because apparently octopuses are somewhere on the no-no list. You’re expected to tip toe around and avoid any reference to money, noses, blood, and who knows whatever the fuck else. Penguins? Poodles? IKEA furniture? No one knows. Nobody can keep track of all that shit, especially when speaking in a real-time format and you don’t have time to pause and research whether a certain normal hand gesture is on the antisemitic trope list. It’s an absurd dynamic designed to stagnate all conversation around criticisms of genocide, empire, and oligarchy. ❖ I got into an interaction with someone online who told me I should hate Hamas because they are a proscribed terrorist group. I said “Oh well if the GOVERNMENT says we have to hate Hamas then I stand corrected.” He said it had nothing to do with the government, arguing that it was just “common sense,” after literally just having cited the proscription of Hamas by his government. It’s amazing how common this viewpoint is. Westerners actually think “terrorist” is some kind of innate quality that certain groups have, instead of a completely made-up designation imposed by specific governments. They don’t understand that it’s a government-applied label; they think it’s something that those groups actually ARE. They’re so herd-like in their thinking that they actually allow their rulers to interpret reality on their behalf. And they don’t even know they’re doing it. The overwhelming majority of the world’s governments do not consider Hamas a terrorist group. It’s a label that’s only applied by the Five Eyes states, the EU, Japan, a couple of the empire’s Latin American client states, and Israel. For everyone else it’s just a Palestinian armed resistance group. In the US-centralized empire, “terrorist” just means “a population which poses an inconvenience to the interests of the empire”. It’s not a real thing. The UK designated Palestine Action a terrorist group because its activists put paint on some war planes to protest a genocide, while an actual, literal Al Qaeda leader has been warmly embraced by western states because he facilitated their regime change objectives in Syria. There are no consistent standards by which Iran’s IRGC should be considered a terrorist group while Israel’s IDF and Mossad should not. Anyone who regurgitates the word “terrorist” is just telling you they’re a mindless and compliant empire drone. ❖ The Gaza holocaust will be a litmus test for high-profile figures for decades. Everyone’s comments or lack thereof on Israel’s genocidal atrocities will be looked up and amplified whenever their name rises to public attention. It will be the first step in determining whether anyone deserves to be listened to, taken seriously, or voted for. Their comments on Gaza in the mid-2020s will be the first gate through which they must pass to be considered worthy of attention by normal people. ❖ Someone asked me, “Why do you care so much about Palestine?” I told them ultimately it’s not even especially about Palestine. I care about humanity. I don’t want my kids and grandkids living in the kind of world that would watch civilians get ripped to shreds in full view of the entire planet with the support of my government and its allies. I think that’s pretty reasonable. ❖ Reading by Tim Foley:
6:36

They Seriously Expected Parades And Trophies For Pausing A Genocide I’ve seen a lot of empire loyalists going “Why aren’t the Free Palestine people cheering about the ceasefire?” If you saw a man beating a child into a coma, would you cheer after the beating stopped? No, your first reaction would be horror at what happened and your second would be fear that he’ll attack the kid again. And then at some point you’d start wondering why the guy isn’t in jail. They actually expected a bunch of parades and trophies for pausing a genocide. They thought they’d get applause and adoration and then everything would go back to how it was pre-2023. That’s adorable. That’s precious. Not gonna happen, but it’s cute that they thought it would. ❖ Drop Site News reports that after the ceasefire was announced Israeli troops went on an arson spree and torched food, homes and critical infrastructure to ensure that Palestinians would have nothing to return to. I keep thinking the Israeli military has run out of ways to shock me, but they somehow keep finding new ones. ❖ TYT’s Ana Kasparian was in hot water last week for rubbing her hands together while talking about how creepy and evil Jewish oligarch Larry Ellison is, with critics hastening to compare her depiction of Ellison to the antisemitic “Happy Merchant” meme. Online Zionists eager to stoke the antisemitism hysteria actually went out of their way to digitally insert the Happy Merchant meme into the actual footage of Kasparian’s portrayal, which was probably done to show the similarities between the portrayal and the meme but in practice made it look as though TYT had displayed an antisemitic graphic during their show. There is no reason to believe Kasparian was being antisemitic with her portrayal of Ellison, who is indeed creepy and evil. Ask a small child to imitate someone who is wicked and sneaky and they’ll rub their hands together looking sinister in the exact way Kasparian did without knowing anything about Jews or Judaism. The only reason anyone felt the need to insert the Happy Merchant meme into the footage in the first place was because hardly anyone knows what the fuck that is. This has gotten so fucking stupid. You can’t even talk like a normal person in real time without getting accused of doing an antisemitic trope. Nobody can keep track of every little thing on the ADL no-no list. These freaks were accusing Greta Thunberg of being a Nazi for taking a pro-Palestine photo with an octopus plushie, because apparently octopuses are somewhere on the no-no list. You’re expected to tip toe around and avoid any reference to money, noses, blood, and who knows whatever the fuck else. Penguins? Poodles? IKEA furniture? No one knows. Nobody can keep track of all that shit, especially when speaking in a real-time format and you don’t have time to pause and research whether a certain normal hand gesture is on the antisemitic trope list. It’s an absurd dynamic designed to stagnate all conversation around criticisms of genocide, empire, and oligarchy. ❖ I got into an interaction with someone online who told me I should hate Hamas because they are a proscribed terrorist group. I said “Oh well if the GOVERNMENT says we have to hate Hamas then I stand corrected.” He said it had nothing to do with the government, arguing that it was just “common sense,” after literally just having cited the proscription of Hamas by his government. It’s amazing how common this viewpoint is. Westerners actually think “terrorist” is some kind of innate quality that certain groups have, instead of a completely made-up designation imposed by specific governments. They don’t understand that it’s a government-applied label; they think it’s something that those groups actually ARE. They’re so herd-like in their thinking that they actually allow their rulers to interpret reality on their behalf. And they don’t even know they’re doing it. The overwhelming majority of the world’s governments do not consider Hamas a terrorist group. It’s a label that’s only applied by the Five Eyes states, the EU, Japan, a couple of the empire’s Latin American client states, and Israel. For everyone else it’s just a Palestinian armed resistance group. In the US-centralized empire, “terrorist” just means “a population which poses an inconvenience to the interests of the empire”. It’s not a real thing. The UK designated Palestine Action a terrorist group because its activists put paint on some war planes to protest a genocide, while an actual, literal Al Qaeda leader has been warmly embraced by western states because he facilitated their regime change objectives in Syria. There are no consistent standards by which Iran’s IRGC should be considered a terrorist group while Israel’s IDF and Mossad should not. Anyone who regurgitates the word “terrorist” is just telling you they’re a mindless and compliant empire drone. ❖ The Gaza holocaust will be a litmus test for high-profile figures for decades. Everyone’s comments or lack thereof on Israel’s genocidal atrocities will be looked up and amplified whenever their name rises to public attention. It will be the first step in determining whether anyone deserves to be listened to, taken seriously, or voted for. Their comments on Gaza in the mid-2020s will be the first gate through which they must pass to be considered worthy of attention by normal people. ❖ Someone asked me, “Why do you care so much about Palestine?” I told them ultimately it’s not even especially about Palestine. I care about humanity. I don’t want my kids and grandkids living in the kind of world that would watch civilians get ripped to shreds in full view of the entire planet with the support of my government and its allies. I think that’s pretty reasonable. ❖ Reading by Tim Foley:

Caitlin Johnstone

47,444 views • 10 months ago

Please take no offense in this, but I am way ahead of you. Not only have I talked to Candace on the phone 3 different times and can prove it regarding these topics, but I can prove to you exactly how she has everyone so hooked. If you are honest after I tell you what I'm about to tell you, you will have to admit there's truth to it. If you don't, there's no other answer except that you revel in wickedness, or you are part of the tribe. The IPA identified **7 common propaganda tactics** from The Institute of Propaganda Analysis 1939-1943 pre-WWII A list compiled of PSYOP propaganda tactics Americans should look out for. And Candace deploys **all seven** in almost every episode, every post, every rant. She was taught these by her husband, Boy Georgie Farmer — former president of the elite **Bullingdon Club** at Oxford, Britain’s version of Skull & Bones. (👈 REALLY SHOULD RESEARCH THAT) Here are the 7 tactics and exactly how Candace uses them: 1. **Name Calling** — Slaps bad labels to trigger hate or guilt! “Epstein class,” “satanic,” “Fed-Slop,” “black widow.” 2. **Glittering Generalities** — Vague feel-good words with no evidence. Calling her show “God’s platform.” 3. **Transfer** — Borrows credibility from respected things. JFK assassination, MK Ultra, Project Mockingbird, Netflix Black Mirror, even COVID-19. 4. **Testimonial** — Uses famous people to endorse her. The endless Tucker, Shawn Ryan, Theo podcast merry-go-round. Tucker was one of the very first ones to back her on Theos podcast super early on 5. **Plain Folks** — Pretends to be regular like you. “Just a stay-at-home homeschool mom making sandwiches for Boy Georgie” — while she’s a multi-millionaire elitist making $150k-350k an episode just in mid read ad rolls and her husband's worth hundreds of millions, but asks for help paying her legal fees. 6. **Card Stacking** — Cherry-picks facts, hides everything else. Completely ignores the Remington Core-Lokt bullet revealed in the pretrial, made to leave no exit wound—key trial evidence she will NEVER inform her followers of. 7. **Bandwagon** — Also known as the false consensus effect “Everyone’s doing it,” “we're getting close,” or “The world wants to know!” even “we’re above the target.” Also, her tip line is almost like a choose your own adventure, allowing everyone to feel part of the story. As they have said, they get 50k emails a day. Don't forget about the nickname “Candace Intelligent Agents”? C.I.A., all made to make you feel like you are part of the tribe. Well last but not least,when she just outright calls anyone who doesn't agree with her evil or satanic, or claims everyone in anyone who doesn't agree with her is bought and paid for. Putting pressure on one to get down with her or lay down! Or be perceived as evil! It is a social pressure psyop that is pivotal to her narrative and desired outcome. People need to wake up. Do their own research. Use discernment. Get in the Word. "For such people are not serving our Lord Christ, but their own appetites. By smooth talk and flattering words they deceive the minds of naive people."— Romans 16:18: Truth over tribalism 💯 Mind over manipulation 🧠 CHRIST over clout 🙏
1:48

Please take no offense in this, but I am way ahead of you. Not only have I talked to Candace on the phone 3 different times and can prove it regarding these topics, but I can prove to you exactly how she has everyone so hooked. If you are honest after I tell you what I'm about to tell you, you will have to admit there's truth to it. If you don't, there's no other answer except that you revel in wickedness, or you are part of the tribe. The IPA identified **7 common propaganda tactics** from The Institute of Propaganda Analysis 1939-1943 pre-WWII A list compiled of PSYOP propaganda tactics Americans should look out for. And Candace deploys **all seven** in almost every episode, every post, every rant. She was taught these by her husband, Boy Georgie Farmer — former president of the elite **Bullingdon Club** at Oxford, Britain’s version of Skull & Bones. (👈 REALLY SHOULD RESEARCH THAT) Here are the 7 tactics and exactly how Candace uses them: 1. **Name Calling** — Slaps bad labels to trigger hate or guilt! “Epstein class,” “satanic,” “Fed-Slop,” “black widow.” 2. **Glittering Generalities** — Vague feel-good words with no evidence. Calling her show “God’s platform.” 3. **Transfer** — Borrows credibility from respected things. JFK assassination, MK Ultra, Project Mockingbird, Netflix Black Mirror, even COVID-19. 4. **Testimonial** — Uses famous people to endorse her. The endless Tucker, Shawn Ryan, Theo podcast merry-go-round. Tucker was one of the very first ones to back her on Theos podcast super early on 5. **Plain Folks** — Pretends to be regular like you. “Just a stay-at-home homeschool mom making sandwiches for Boy Georgie” — while she’s a multi-millionaire elitist making $150k-350k an episode just in mid read ad rolls and her husband's worth hundreds of millions, but asks for help paying her legal fees. 6. **Card Stacking** — Cherry-picks facts, hides everything else. Completely ignores the Remington Core-Lokt bullet revealed in the pretrial, made to leave no exit wound—key trial evidence she will NEVER inform her followers of. 7. **Bandwagon** — Also known as the false consensus effect “Everyone’s doing it,” “we're getting close,” or “The world wants to know!” even “we’re above the target.” Also, her tip line is almost like a choose your own adventure, allowing everyone to feel part of the story. As they have said, they get 50k emails a day. Don't forget about the nickname “Candace Intelligent Agents”? C.I.A., all made to make you feel like you are part of the tribe. Well last but not least,when she just outright calls anyone who doesn't agree with her evil or satanic, or claims everyone in anyone who doesn't agree with her is bought and paid for. Putting pressure on one to get down with her or lay down! Or be perceived as evil! It is a social pressure psyop that is pivotal to her narrative and desired outcome. People need to wake up. Do their own research. Use discernment. Get in the Word. "For such people are not serving our Lord Christ, but their own appetites. By smooth talk and flattering words they deceive the minds of naive people."— Romans 16:18: Truth over tribalism 💯 Mind over manipulation 🧠 CHRIST over clout 🙏

The Coldblooded Christian

69,862 views • 13 days ago

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC - Reporting Window: 3/19 to 3/20 • Israel widened the strike set inside Iran again, hitting regime infrastructure in Tehran and other cities, while Iranian and Israeli reporting indicated strikes tied to Parchin, Arak, Kerman, Isfahan, Bandar e Lengeh, and northern maritime infrastructure. Iranian state media also said IRGC spokesman Ali Mohammad Naini was killed. • Iran kept up repeated missile pressure on Israel with at least eight attack waves during the day, including fresh central and northern barrages, a hit on the Haifa refinery, and cluster impacts in Rehovot. • The Gulf energy war moved from shock to quantified long term damage after Reuters reported that strikes have knocked out 17% of Qatar’s LNG export capacity for an estimated three to five years. • Washington is pushing harder to reopen Hormuz, with Jerusalem Post reporting that A-10s and Apache helicopters are now actively hunting Iranian fast attack craft and one way attack drones on the southern flank. • Lebanon remained fully active, with Israel pressing Hezbollah farther north, striking bridges and financial infrastructure, while Hezbollah kept up rocket fire into the Galilee and confrontation line communities. The past 24 hours were defined by three concrete changes. First, Israel kept pushing the regime-targeting campaign inside Iran, while Netanyahu publicly argued Tehran can no longer enrich uranium or build missiles. Second, Iran maintained a high-frequency missile rhythm into Israel, especially the center and north, even if the salvo sizes remain smaller than the early-war pattern. Third, the Hormuz front became more operationally explicit, with U.S. airpower now openly being described as hunting maritime and drone threats rather than simply deterring them from range. ━━━━━━━━━━━━━━━━━━ 🔥 IRAN: ISRAEL KEPT PUSHING UP THE REGIME LADDER The clearest military development was the continued broad strike pattern inside Iran. Israeli reporting indicated another wide strike wave across Tehran and multiple provincial targets, while Iranian media said IRGC spokesman Ali Mohammad Naini was killed. Times of Israel’s live coverage also tied that to the larger Israeli claim that Iran can no longer enrich uranium or manufacture ballistic missiles at meaningful scale, a claim Netanyahu repeated publicly on Thursday. Open source intelligence reporting tracked the same pattern in real time, with repeated references to strikes across Tehran, central Iran, and Bandar e Lengeh, plus reporting around Caspian-facing assets and internal security targets. The exact damage at every site remains uneven in open reporting, but the broader point is clear: this was another multi-city infrastructure wave, not a single symbolic hit. Why this matters: Israel still does not appear to be in a wind-down phase. It is continuing to widen target categories inside Iran, including command, propaganda, maritime, and military-support infrastructure. ━━━━━━━━━━━━━━━━━━ 🚀 ISRAEL: EIGHT ATTACK WAVES, REHOVOT HITS, AND THE NORTH UNDER PRESSURE The missile story today is not just that Iran kept firing. It is that it kept repeating the pattern across the day. Ynet reported an eighth Iranian attack wave since morning, with missiles targeting central and northern Israel and a home in Rehovot catching fire. Times of Israel’s live coverage separately reported two lightly wounded in a cluster impact in Rehovot, while Reuters reported a hit at the Haifa refinery that caused localized damage and a brief power disruption. Open source intelligence mirror that picture strongly. It tracked a very broad northern alert footprint overnight, including Haifa Bay, the Galilee, the Golan, Kiryat Shmona, and other confrontation line communities. It also showed concurrent Hezbollah fire into the north during part of the same window. Why this matters: Iran is still not restoring early-war barrage size. But it is maintaining tactical pressure through repetition, cluster effects, and geographic spread. The center and north were both under meaningful stress in this window. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON: ISRAEL IS PUSHING HEZBOLLAH NORTH, BUT THE FRONT IS STILL ACTIVE The Lebanon front remains deeply relevant to the daily operational picture. The Jerusalem Post reported that Israel is pushing Hezbollah farther north in Lebanon, buying time but not yet real security. Reuters also described continued strikes on Litani River crossings and Hezbollah-linked infrastructure. Open reporting from the IDF side continued to emphasize strikes on launchers, logistics buildings, and al-Qard al-Hasan financial nodes, which Israel regards as part of Hezbollah’s operational backbone. At the same time, Times of Israel’s live coverage reported Hezbollah rocket fire into the Galilee, and your files showed continued sirens around Kiryat Shmona and surrounding communities. That means this is not a one-way Israeli shaping campaign. Hezbollah still retains enough firepower to keep the northern home front active even as Israel pushes the line northward. Why this matters: The northern front is still not stabilizing. Israel may be improving the tactical geometry, but the home-front pressure problem has not disappeared. ━━━━━━━━━━━━━━━━━━ 🛢 GULF ENERGY WAR: THE DAMAGE IS NOW MEASURABLE, AND THE THREATS ARE CONTINUING Reuters reported that the strikes on Qatar’s Ras Laffan complex have knocked out 17% of Qatar’s LNG export capacity for three to five years. That is not a temporary disruption story anymore. It is now a medium-term supply loss story with major implications for Asia and Europe. At the same time, Al Jazeera’s live coverage and other regional reporting indicate Tehran is still explicitly warning that strikes will intensify if more energy infrastructure is targeted. Open source intelligence sources also continued to track fire and damage reporting around Qatari gas infrastructure and broader Gulf-site alerts. Newly released satellite-image reporting also supports the scale argument. The visible damage footprint now spans multiple countries and sectors, reinforcing that this is no longer just a shipping or tanker story but a regional infrastructure war. Why this matters: The energy front is no longer just a lever of pressure. It is now a source of lasting physical damage with global supply implications. ━━━━━━━━━━━━━━━━━━ 🇺🇸 HORMUZ: THE U.S. IS NOW FIGHTING THE MARITIME BATTLE MORE OPENLY This is one of the most important additions from today’s news cycle. The Jerusalem Post reported that A-10 Thunderbolt II aircraft are now hunting Iranian fast-attack craft in the Strait of Hormuz, while AH-64 Apaches and allied helicopters are handling one-way attack drones along the southern flank. CENTCOM video also showed direct strikes on Iranian naval assets threatening shipping. That matters because it moves the Hormuz story out of the realm of diplomatic coalition talk alone. The U.S. is now describing an active, tactical maritime fight against Iranian disruption capabilities. Why this matters: The Hormuz front is no longer just about deterrence. It is now about active suppression of Iranian naval and drone threats in and around the strait. ━━━━━━━━━━━━━━━━━━ 🏛️ POLITICAL AND DIPLOMATIC SHIFTS: ENDGAME GAPS ARE GETTING CLEARER Times of Israel reported that Netanyahu said Iran can no longer enrich uranium or build missiles and that Israel is holding off further energy-site strikes at Trump’s request. Reuters reporting already pointed to growing daylight between U.S. and Israeli endgame preferences, and today’s coverage makes that divergence easier to see. The diplomatic picture also hardened in Israel’s favor in one important respect. The Jerusalem Post reported that six additional countries designated the IRGC as a terrorist organization after discussions with Israeli Foreign Minister Gideon Sa’ar. That does not change the battlefield directly, but it does matter politically, especially if the war stretches on and sanctions or legal pressure become more important. Why this matters: The battlefield may still be aligned between Washington and Jerusalem, but the political end state is being defined differently, and Israel is still trying to widen the diplomatic cost for the IRGC internationally. ━━━━━━━━━━━━━━━━━━ 🏠 ISRAELI HOME FRONT: CIVILIAN AND INTERNAL SECURITY PRESSURE REMAINS REAL Two domestic stories are worth noting briefly. First, Ynet reported that from Tuesday, holiday school will operate only in “yellow” areas that choose to open. That is a reminder that the civilian normalization story remains partial and geographically uneven. Second, Times of Israel reported that an Iron Dome reservist was indicted for spying for Iran and allegedly passed details about Iron Dome, Israeli air bases, and battery locations to Iranian intelligence. That is not a battlefield event, but it is an important internal-security story in the middle of an active missile war. Why this matters: The war is still being fought on the home front not only through sirens and impacts, but also through educational disruption and espionage risk. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW 1️⃣ Israel kept widening the regime target set inside Iran. This was another broad infrastructure and command-layer strike wave, not a limited aftershock. 2️⃣ Iran maintained high-frequency missile pressure on Israel. Eight waves in a day, cluster impacts in Rehovot, and a Haifa refinery hit show that lower volume still does not mean low danger. 3️⃣ The Hormuz fight is now more openly operational. A-10s and Apaches are not diplomatic signaling. They are evidence that the U.S. is directly suppressing Iranian maritime disruption assets. 4️⃣ The Gulf energy war is now a lasting damage story. Ras Laffan is not just disrupted. It is materially degraded for years. Bottom line: The last 24 hours were not just another round of attrition. Israel kept pressing deeper into regime infrastructure, Iran sustained repeated pressure on the Israeli home front, the U.S. made the Hormuz battle more overt, and the Gulf energy war became more durable and harder to contain.
0:30

🚨 OPERATIONAL UPDATE: ISRAEL U.S. WAR WITH THE ISLAMIC REPUBLIC - Reporting Window: 3/19 to 3/20 • Israel widened the strike set inside Iran again, hitting regime infrastructure in Tehran and other cities, while Iranian and Israeli reporting indicated strikes tied to Parchin, Arak, Kerman, Isfahan, Bandar e Lengeh, and northern maritime infrastructure. Iranian state media also said IRGC spokesman Ali Mohammad Naini was killed. • Iran kept up repeated missile pressure on Israel with at least eight attack waves during the day, including fresh central and northern barrages, a hit on the Haifa refinery, and cluster impacts in Rehovot. • The Gulf energy war moved from shock to quantified long term damage after Reuters reported that strikes have knocked out 17% of Qatar’s LNG export capacity for an estimated three to five years. • Washington is pushing harder to reopen Hormuz, with Jerusalem Post reporting that A-10s and Apache helicopters are now actively hunting Iranian fast attack craft and one way attack drones on the southern flank. • Lebanon remained fully active, with Israel pressing Hezbollah farther north, striking bridges and financial infrastructure, while Hezbollah kept up rocket fire into the Galilee and confrontation line communities. The past 24 hours were defined by three concrete changes. First, Israel kept pushing the regime-targeting campaign inside Iran, while Netanyahu publicly argued Tehran can no longer enrich uranium or build missiles. Second, Iran maintained a high-frequency missile rhythm into Israel, especially the center and north, even if the salvo sizes remain smaller than the early-war pattern. Third, the Hormuz front became more operationally explicit, with U.S. airpower now openly being described as hunting maritime and drone threats rather than simply deterring them from range. ━━━━━━━━━━━━━━━━━━ 🔥 IRAN: ISRAEL KEPT PUSHING UP THE REGIME LADDER The clearest military development was the continued broad strike pattern inside Iran. Israeli reporting indicated another wide strike wave across Tehran and multiple provincial targets, while Iranian media said IRGC spokesman Ali Mohammad Naini was killed. Times of Israel’s live coverage also tied that to the larger Israeli claim that Iran can no longer enrich uranium or manufacture ballistic missiles at meaningful scale, a claim Netanyahu repeated publicly on Thursday. Open source intelligence reporting tracked the same pattern in real time, with repeated references to strikes across Tehran, central Iran, and Bandar e Lengeh, plus reporting around Caspian-facing assets and internal security targets. The exact damage at every site remains uneven in open reporting, but the broader point is clear: this was another multi-city infrastructure wave, not a single symbolic hit. Why this matters: Israel still does not appear to be in a wind-down phase. It is continuing to widen target categories inside Iran, including command, propaganda, maritime, and military-support infrastructure. ━━━━━━━━━━━━━━━━━━ 🚀 ISRAEL: EIGHT ATTACK WAVES, REHOVOT HITS, AND THE NORTH UNDER PRESSURE The missile story today is not just that Iran kept firing. It is that it kept repeating the pattern across the day. Ynet reported an eighth Iranian attack wave since morning, with missiles targeting central and northern Israel and a home in Rehovot catching fire. Times of Israel’s live coverage separately reported two lightly wounded in a cluster impact in Rehovot, while Reuters reported a hit at the Haifa refinery that caused localized damage and a brief power disruption. Open source intelligence mirror that picture strongly. It tracked a very broad northern alert footprint overnight, including Haifa Bay, the Galilee, the Golan, Kiryat Shmona, and other confrontation line communities. It also showed concurrent Hezbollah fire into the north during part of the same window. Why this matters: Iran is still not restoring early-war barrage size. But it is maintaining tactical pressure through repetition, cluster effects, and geographic spread. The center and north were both under meaningful stress in this window. ━━━━━━━━━━━━━━━━━━ 🇱🇧 LEBANON: ISRAEL IS PUSHING HEZBOLLAH NORTH, BUT THE FRONT IS STILL ACTIVE The Lebanon front remains deeply relevant to the daily operational picture. The Jerusalem Post reported that Israel is pushing Hezbollah farther north in Lebanon, buying time but not yet real security. Reuters also described continued strikes on Litani River crossings and Hezbollah-linked infrastructure. Open reporting from the IDF side continued to emphasize strikes on launchers, logistics buildings, and al-Qard al-Hasan financial nodes, which Israel regards as part of Hezbollah’s operational backbone. At the same time, Times of Israel’s live coverage reported Hezbollah rocket fire into the Galilee, and your files showed continued sirens around Kiryat Shmona and surrounding communities. That means this is not a one-way Israeli shaping campaign. Hezbollah still retains enough firepower to keep the northern home front active even as Israel pushes the line northward. Why this matters: The northern front is still not stabilizing. Israel may be improving the tactical geometry, but the home-front pressure problem has not disappeared. ━━━━━━━━━━━━━━━━━━ 🛢 GULF ENERGY WAR: THE DAMAGE IS NOW MEASURABLE, AND THE THREATS ARE CONTINUING Reuters reported that the strikes on Qatar’s Ras Laffan complex have knocked out 17% of Qatar’s LNG export capacity for three to five years. That is not a temporary disruption story anymore. It is now a medium-term supply loss story with major implications for Asia and Europe. At the same time, Al Jazeera’s live coverage and other regional reporting indicate Tehran is still explicitly warning that strikes will intensify if more energy infrastructure is targeted. Open source intelligence sources also continued to track fire and damage reporting around Qatari gas infrastructure and broader Gulf-site alerts. Newly released satellite-image reporting also supports the scale argument. The visible damage footprint now spans multiple countries and sectors, reinforcing that this is no longer just a shipping or tanker story but a regional infrastructure war. Why this matters: The energy front is no longer just a lever of pressure. It is now a source of lasting physical damage with global supply implications. ━━━━━━━━━━━━━━━━━━ 🇺🇸 HORMUZ: THE U.S. IS NOW FIGHTING THE MARITIME BATTLE MORE OPENLY This is one of the most important additions from today’s news cycle. The Jerusalem Post reported that A-10 Thunderbolt II aircraft are now hunting Iranian fast-attack craft in the Strait of Hormuz, while AH-64 Apaches and allied helicopters are handling one-way attack drones along the southern flank. CENTCOM video also showed direct strikes on Iranian naval assets threatening shipping. That matters because it moves the Hormuz story out of the realm of diplomatic coalition talk alone. The U.S. is now describing an active, tactical maritime fight against Iranian disruption capabilities. Why this matters: The Hormuz front is no longer just about deterrence. It is now about active suppression of Iranian naval and drone threats in and around the strait. ━━━━━━━━━━━━━━━━━━ 🏛️ POLITICAL AND DIPLOMATIC SHIFTS: ENDGAME GAPS ARE GETTING CLEARER Times of Israel reported that Netanyahu said Iran can no longer enrich uranium or build missiles and that Israel is holding off further energy-site strikes at Trump’s request. Reuters reporting already pointed to growing daylight between U.S. and Israeli endgame preferences, and today’s coverage makes that divergence easier to see. The diplomatic picture also hardened in Israel’s favor in one important respect. The Jerusalem Post reported that six additional countries designated the IRGC as a terrorist organization after discussions with Israeli Foreign Minister Gideon Sa’ar. That does not change the battlefield directly, but it does matter politically, especially if the war stretches on and sanctions or legal pressure become more important. Why this matters: The battlefield may still be aligned between Washington and Jerusalem, but the political end state is being defined differently, and Israel is still trying to widen the diplomatic cost for the IRGC internationally. ━━━━━━━━━━━━━━━━━━ 🏠 ISRAELI HOME FRONT: CIVILIAN AND INTERNAL SECURITY PRESSURE REMAINS REAL Two domestic stories are worth noting briefly. First, Ynet reported that from Tuesday, holiday school will operate only in “yellow” areas that choose to open. That is a reminder that the civilian normalization story remains partial and geographically uneven. Second, Times of Israel reported that an Iron Dome reservist was indicted for spying for Iran and allegedly passed details about Iron Dome, Israeli air bases, and battery locations to Iranian intelligence. That is not a battlefield event, but it is an important internal-security story in the middle of an active missile war. Why this matters: The war is still being fought on the home front not only through sirens and impacts, but also through educational disruption and espionage risk. ━━━━━━━━━━━━━━━━━━ 📌 WHAT MATTERS MOST RIGHT NOW 1️⃣ Israel kept widening the regime target set inside Iran. This was another broad infrastructure and command-layer strike wave, not a limited aftershock. 2️⃣ Iran maintained high-frequency missile pressure on Israel. Eight waves in a day, cluster impacts in Rehovot, and a Haifa refinery hit show that lower volume still does not mean low danger. 3️⃣ The Hormuz fight is now more openly operational. A-10s and Apaches are not diplomatic signaling. They are evidence that the U.S. is directly suppressing Iranian maritime disruption assets. 4️⃣ The Gulf energy war is now a lasting damage story. Ras Laffan is not just disrupted. It is materially degraded for years. Bottom line: The last 24 hours were not just another round of attrition. Israel kept pressing deeper into regime infrastructure, Iran sustained repeated pressure on the Israeli home front, the U.S. made the Hormuz battle more overt, and the Gulf energy war became more durable and harder to contain.

Inside_Israel_Intel

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