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Electricity consumers using smart post-paid meters will get a 10% discount on power used during ‘Solar Hours’, as per the new tariff order... वीजेचे स्मार्ट पोस्टपेड मीटर लावणाऱ्या ग्राहकांना नव्या टॅरिफ ऑर्डरनुसार 'सोलर अवर्स'मध्ये वापरलेल्या वीजबिलावर 10% सवलत... (विधानपरिषद, मुंबई | दि. 9 जुलै 2025) #Maharashtra #MonsoonSession2025 #Electricity

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Devendra Fadnavis

5,874,879 subscribers

15,267 просмотров • 1 год назад •via X (Twitter)

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Комментарии: 11

Фото профиля गणू
गणू1 год назад

ही तर खरी स्मार्ट गोष्ट! सौर ऊर्जेला प्रोत्साहन देणारा आणि ग्राहकांच्या खिशालाही दिलासा देणारा निर्णय… अभिनंदन मुख्यमंत्री @Dev_Fadnavis साहेब! 🔋☀️👏

Фото профиля Premium
Premium1 год назад

Watch a lot of video on X? Upgrade for the smoothest experience.

Фото профиля Truly Human
Truly Human1 год назад

Big savings for people of Maharashtra

Фото профиля Kungfu Pande 🇮🇳 (Parody)
Kungfu Pande 🇮🇳 (Parody)1 год назад

Here's how you benefit: 💡 10% Discount During 'Solar Hours': Powering your home during 'Solar Hours' (an 8-hour duration specified by your State Electricity Regulatory Commission, often during daylight) now gets you a fantastic 10% discount on the power you consume! This incentivizes using electricity when solar power is abundant and cheaper. 📊 Real-Time Usage Tracking: Smart meters give you accurate, real-time data on your electricity consumption. Say goodbye to estimated bills and hello to complete transparency! 💰 Control & Save: By understanding your usage patterns, you can make informed decisions to shift high-consumption activities (like running your washing machine or geyser) to 'Solar Hours' and significantly reduce your costs.

Фото профиля SAURYA MISHRA 🇮🇳
SAURYA MISHRA 🇮🇳1 год назад

विकसित महाराष्ट्राचे विकसित नेते

Фото профиля 🇮🇳🇮🇳 भारत मां की बेटी 🇮🇳🇮🇳
🇮🇳🇮🇳 भारत मां की बेटी 🇮🇳🇮🇳1 год назад

Benefits all consumers

Фото профиля प्रियंवदा 🇮🇳🚩
प्रियंवदा 🇮🇳🚩1 год назад

विकसित महाराष्ट्राचे

Фото профиля Yeshwant M Puranik ❤️Bharat
Yeshwant M Puranik ❤️Bharat1 год назад

स्मार्ट मीटर वापरणार्यांना १०% सवलत

Фото профиля आकांक्षा
आकांक्षा1 год назад

Good decision

Фото профиля विश्वजित
विश्वजित1 год назад

धन्यवाद देवा भाऊ

Фото профиля Om Aade
Om Aade1 год назад

देवाभाऊ - डिजिटल आणि औद्योगिक विकासाचे अध्वर्यू

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🚨🇷🇺Russia Turns Siberia Into an AI Powerhouse While the US and Europe face high electricity prices that slow down AI growth, Russia is making a smart move: building huge data centers in cold Siberia and the Far East. These regions used to export just oil and gas — now they're starting to export AI computing power. 🔸 Russia has 194 commercial data centers. Moscow once had 85% of them, but Siberia and the Far East now hold over 15% — and that share is growing fast. 🔸 Siberia’s cold air cools servers for 8–9 months a year, making power efficiency excellent. Hot, humid China has much lower efficiency. 🔸 In Russian Far East special zones, electricity costs just $0.045–0.065 per kWh — 2 to 2.5 times cheaper than in eastern China. Running a 10 MW server farm costs about $475,000 a month in Russia, compared to over $1.1 million in Shanghai. 🔸 Russia freed up 1.5–2 GW of power by cracking down on illegal crypto mining, which was using 2.5–3 GW, mostly in Siberia. There’s also extra clean hydro power from large dams. 🔸 Big Chinese companies like Alibaba, Tencent, and carmakers Haval, Chery, and Geely are moving in. Chinese EV companies have raised spending on Russian cloud services 13 times. They get cheaper, greener power and must follow Russian data laws — all while staying very close to China for fast connections. Could Siberia’s cheap AI power leave the West behind in the neuro-age?
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🚨🇷🇺Russia Turns Siberia Into an AI Powerhouse While the US and Europe face high electricity prices that slow down AI growth, Russia is making a smart move: building huge data centers in cold Siberia and the Far East. These regions used to export just oil and gas — now they're starting to export AI computing power. 🔸 Russia has 194 commercial data centers. Moscow once had 85% of them, but Siberia and the Far East now hold over 15% — and that share is growing fast. 🔸 Siberia’s cold air cools servers for 8–9 months a year, making power efficiency excellent. Hot, humid China has much lower efficiency. 🔸 In Russian Far East special zones, electricity costs just $0.045–0.065 per kWh — 2 to 2.5 times cheaper than in eastern China. Running a 10 MW server farm costs about $475,000 a month in Russia, compared to over $1.1 million in Shanghai. 🔸 Russia freed up 1.5–2 GW of power by cracking down on illegal crypto mining, which was using 2.5–3 GW, mostly in Siberia. There’s also extra clean hydro power from large dams. 🔸 Big Chinese companies like Alibaba, Tencent, and carmakers Haval, Chery, and Geely are moving in. Chinese EV companies have raised spending on Russian cloud services 13 times. They get cheaper, greener power and must follow Russian data laws — all while staying very close to China for fast connections. Could Siberia’s cheap AI power leave the West behind in the neuro-age?

NewRulesGeopolitics

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MY SECOND VISIT to 8.54MWp SOLAR HYBRID POWER PLANT, ENERGIZING EDUCATION PROGRAMME Futo by the REANigeria 2: 27th October, 2025, I visited this 8.54MWp Solar Hybrid Power Plant. 3: MILESTONES ACHIEVED SINCE OCTOBER 2025: -(a): As early as 2026, the project has reached MECHANICAL completion. -(b): Installation of 461 solar streetlights to enhance security. -(c): Installation of 300 smart meters. -(d): Diesel expenditure has been reduced SIGNIFICANTLY. More money for research & development. -(e): I do hope Local ASUU will inform the National ASUU about new development. -(f): Govt has created a conducive atmosphere for lectures, students and non-academic staffs to excel. 4: Today, I visited the power plant and I am so so so so exited that The power plant has been ENERGIZED. -(a): That is providing 24 hours electricity supply to the University. A significant MILESTONE achieved. -(b): The MD REANigeria Dr. Abba Aliyu has fulfilled the mandate of the President Bola Ahmed Tinubu by completing one by one on-going EEPs projects in our Universities Dr. Tunji Alausa Federal Ministry of Education National Universities Commission -(c): following the construction, technical trials & testing to ensure Uninterrupted Power supply had been conducted with plans for full operationalization. -(d): The University must UPGRADE or REPLACE the feeder systems so that we can have a seamless power transmission. The HM Dr. Tunji Alausa must help us here as well as The Nigerian Senate Nigeria House of Representatives 5: 20 Female Students are attached to this project from Science Technology Engineering Mathematics (STEM). Govt is paying them stipends every month. -(a): the EEP STEM internship Programme offers hands-on-experience in Solar PV design & construction, promoting gender inclusion in energy sector. Rodemi Femi Olufemi Akinyelure @Harmless47 Renewable Energy Association of Nigeria (REAN) Possible Edor Yeribaba 🇳🇬 Shakirah Chinese Language Training Nigeria High Chief Lawrence Igbins Okoro Comrade Àmọdá 🦇 Gbotemi Gbenga Saka John Oyesile, mPSN. MRCPharm. J A OSARO îkà 1 of Àfrîcà. Better Kaduna🌆 Miracle Arimobi A. Ayofe Al-hamdaany Al-Adaby Abdullah Arije Wale Adedayo 🌍🔰 Senior Pastor Okezie James Atañi 𝐎𝐧𝐲𝐞𝐚𝐧𝐢 𝐊𝐚𝐥𝐮 Martin Okorowu Chudi1975 Pharm Dr Emeka Ani H.O 🤭 Suleiman Tajudeen Philadelphia Nwakaibeya Willy Ibimina Jim-george Williams🐺 Ikenna Ajah Meremi Olori JAGABAN 🤍♎️🇳🇬
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Woye

34,433 просмотров • 4 месяцев назад

You will remember that a month or two ago, I posted about the solar system at my home in Johannesburg, which has allowed me to hardly use Eskom or City Power because it generates enough energy for my entire usage, including powering geysers. After that post, one of you on this page, a solar expert, reached out privately and advised me to remove the electric geysers from the main solar system. He said the solar batteries were doing too many cycles because they were powering the geysers, and that this would shorten their lifespan. His advice was simple, remove the geysers from the battery load if I wanted the batteries to last the full period that they are built for. I took that advice seriously. I then asked my plumber, Shanil, who owns Metro Plumbers, to guide me on where to get high-quality solar geysers in Johannesburg so that I could replace the electric ones. Shanil told me about a new technology called the Elon Smart Solar PV System. He explained that it is much cheaper than buying completely new solar geysers. Instead of replacing the electric geyser, you simply buy the Elon unit, which comes with its own solar panels, and it is fitted onto your existing electric geyser. That is what I did. I have now removed all four electric geysers from the home solar system that powers my home. Each of them has been converted using the Elon Smart Solar PV technology. They are now powered by their own dedicated solar panels. The four geysers are running on a total of thirteen panels. So what this means is that I will never use Eskom or City Power again because in the past, when it was cloudy for three or four days, I would return to the grid to assist the batteries. This was happening because the batteries were carrying a heavy load that included four geysers. Now that the geysers have been removed from the main solar system and converted to their own dedicated solar supply, I will never return to Eskom or City Power. Even on cloudy days unless the solar system breaks down. The system is able to generate enough power for everything that I need. I also use a gas cooker, which helps reduce the electrical load. I hope this information helps you. If I had gone for the top-quality geysers that are exclusively solar, I would have paid between R25,000 and R30,000 per geyser. That would have come to around R120,000 for four geysers. Of course, there are cheaper solar geysers that you can get, but they are cheaper for a reason. So, in essence, I saved half the amount I would have paid for the geysers if I had chosen top-quality solar geysers. If you are in Johannesburg and you are interested, Shanil’s number is +27 (76) 890-5582. He can do the work for you. The gadgets and their panels cost R60,000 from Plumbing Supplies Sanitaryware Centre in Woodmead. So I have had the system in place for a week now and it is working very well. I have deliberately allowed all the geysers to continue heating so that I could test whether everything is functioning correctly, and the water is as hot as it should be. So that is the story. I thought I should share it with you for those who might want to reduce their bills. P/s The other interesting key feature of this system is that I can control it from my phone. If it is very cloudy and the water is not as hot as I want it to be, I can simply go onto the app and instruct that particular geyser to use the grid. Unlike my previous setup, where I had to switch the whole home solar system onto the grid, now each individual geyser can independently switch to the grid and heat the water to a temperature that I have set. Once the water reaches that set temperature, it automatically disconnects. I can also decide to switch off a geyser from using electricity, in my case from my solar system, or for those who do not have solar systems, from Eskom. In the same way, I can switch it off from using the solar panels. For instance, if there are four geysers and one of them is in a bedroom that is not being used, I can switch off that geyser completely so that it is not heating water unnecessarily. This gives you control, flexibility, and saves you a lot of money in the long run. You can read more about this technology here;
0:23

You will remember that a month or two ago, I posted about the solar system at my home in Johannesburg, which has allowed me to hardly use Eskom or City Power because it generates enough energy for my entire usage, including powering geysers. After that post, one of you on this page, a solar expert, reached out privately and advised me to remove the electric geysers from the main solar system. He said the solar batteries were doing too many cycles because they were powering the geysers, and that this would shorten their lifespan. His advice was simple, remove the geysers from the battery load if I wanted the batteries to last the full period that they are built for. I took that advice seriously. I then asked my plumber, Shanil, who owns Metro Plumbers, to guide me on where to get high-quality solar geysers in Johannesburg so that I could replace the electric ones. Shanil told me about a new technology called the Elon Smart Solar PV System. He explained that it is much cheaper than buying completely new solar geysers. Instead of replacing the electric geyser, you simply buy the Elon unit, which comes with its own solar panels, and it is fitted onto your existing electric geyser. That is what I did. I have now removed all four electric geysers from the home solar system that powers my home. Each of them has been converted using the Elon Smart Solar PV technology. They are now powered by their own dedicated solar panels. The four geysers are running on a total of thirteen panels. So what this means is that I will never use Eskom or City Power again because in the past, when it was cloudy for three or four days, I would return to the grid to assist the batteries. This was happening because the batteries were carrying a heavy load that included four geysers. Now that the geysers have been removed from the main solar system and converted to their own dedicated solar supply, I will never return to Eskom or City Power. Even on cloudy days unless the solar system breaks down. The system is able to generate enough power for everything that I need. I also use a gas cooker, which helps reduce the electrical load. I hope this information helps you. If I had gone for the top-quality geysers that are exclusively solar, I would have paid between R25,000 and R30,000 per geyser. That would have come to around R120,000 for four geysers. Of course, there are cheaper solar geysers that you can get, but they are cheaper for a reason. So, in essence, I saved half the amount I would have paid for the geysers if I had chosen top-quality solar geysers. If you are in Johannesburg and you are interested, Shanil’s number is +27 (76) 890-5582. He can do the work for you. The gadgets and their panels cost R60,000 from Plumbing Supplies Sanitaryware Centre in Woodmead. So I have had the system in place for a week now and it is working very well. I have deliberately allowed all the geysers to continue heating so that I could test whether everything is functioning correctly, and the water is as hot as it should be. So that is the story. I thought I should share it with you for those who might want to reduce their bills. P/s The other interesting key feature of this system is that I can control it from my phone. If it is very cloudy and the water is not as hot as I want it to be, I can simply go onto the app and instruct that particular geyser to use the grid. Unlike my previous setup, where I had to switch the whole home solar system onto the grid, now each individual geyser can independently switch to the grid and heat the water to a temperature that I have set. Once the water reaches that set temperature, it automatically disconnects. I can also decide to switch off a geyser from using electricity, in my case from my solar system, or for those who do not have solar systems, from Eskom. In the same way, I can switch it off from using the solar panels. For instance, if there are four geysers and one of them is in a bedroom that is not being used, I can switch off that geyser completely so that it is not heating water unnecessarily. This gives you control, flexibility, and saves you a lot of money in the long run. You can read more about this technology here;

Hopewell Chin’ono

67,832 просмотров • 8 месяцев назад

🔌⚡Let's start with the obvious: OUR NJ ELECTRIC BILLS ARE OBSCENE. In Governor Mikie Sherrill's mammoth $60.7B budget address, she briefly referenced natural gas and nuclear energy. The rest of the speech followed the "green energy" fairy tale trajectory of her predecessor, with an emphasis on investing in solar energy and battery storage. Here’s the problem: solar and battery storage are SUPPLEMENTS, not primary power sources. Solar works when the sun's out, but the grid needs power 24/7. This may shock and surprise some, but NJ is not Texas so any comparison is completely invalid. And batteries don’t generate electricity; they store excess solar for a few hours and cost billions to build. Most store 2–4 hours of power, next generation shoots for 6–10 hours. A 24-hour battery grid is still theoretical. Here is a comparison of power reliability rates: Solar — about 8% Offshore wind — 40–50% Natural gas — 80%+ Nuclear — up to 95% Meanwhile, PJM (the regional grid operator) warned us that by 2030, the region could lose about 40 gigawatts of reliable power generation (while replacing less than half of it).Since March, there has at least been some movement on the nuclear front in NJ, but on natural gas? Mostly lip service so far. We keep hearing about storage, batteries and demand management. Great story. Where's the generation? NJ ALREADY lost $175M on the Ørsted offshore wind gamble & despite the collapse of several major projects, Trenton continues pushing to revive offshore wind, fighting federal action in court to shut it down. The kicker is that even at full capacity, that project too would have delivered well under 20 gigawatts upon completion — less than half the power NJ actually needs. So how'd we end up here in the first place? NJ used to be an energy EXPORTER. Well, Trenton Democrats shuttered reliable power before replacements existed, so now NJ IMPORTS 35–40% of our electricity from states in our regional grid. The Dems pat themselves on the back for being “green,” while importing electricity from PA generated with much-needed fossil fuels, including coal. It gets more surreal. The same Dems assign blame to (and threaten to leave) PJM. We're importing power and acting like we hold the cards. WE DON'T (just ask Pennsylvania). And "green"? Grid batteries use lithium, cobalt, nickel and other mined minerals, produced through massive industrial extraction & chemical processing. They're ridiculously expensive to build and a disposal nightmare. Is this what they call environmentally-friendly “green energy”? Now look at the budget shell game. The budget highlights spending tied to the Clean Energy Fund ($700M a year) and RGGI (roughly $80–100M annually). Those funds don’t come from Trenton. They come from YOU — surcharges you already pay for, built into your electric bill (don't forget! Over the years, billions of dollars have been diverted out of the Clean Energy Fund to plug other holes in the state budget.) THE GAME IN THE NUTSHELL: Raise your rates. Collect the money through RGGI and Clean Energy Fund charges. Hand a sliver back as a “utility credit.” Smile big at the press conference with your climate activist crew. As the Governor & Majority party celebrate "clean energy" budget spending, understand that most of it is just recycling money you've paid in your electric bill. This budget STILL gambles on “green energy.” With your wallet. SIDEBAR: During the campaign, Mikie Sherrill promised to "freeze electric rates." Fun fact: as Governor, her Executive Order didn’t freeze anything. It "urged" the Board of Public Utilities to "consider" taking action. A far cry from freezing rates, which is not a function of any NJ Governor.
0:47

🔌⚡Let's start with the obvious: OUR NJ ELECTRIC BILLS ARE OBSCENE. In Governor Mikie Sherrill's mammoth $60.7B budget address, she briefly referenced natural gas and nuclear energy. The rest of the speech followed the "green energy" fairy tale trajectory of her predecessor, with an emphasis on investing in solar energy and battery storage. Here’s the problem: solar and battery storage are SUPPLEMENTS, not primary power sources. Solar works when the sun's out, but the grid needs power 24/7. This may shock and surprise some, but NJ is not Texas so any comparison is completely invalid. And batteries don’t generate electricity; they store excess solar for a few hours and cost billions to build. Most store 2–4 hours of power, next generation shoots for 6–10 hours. A 24-hour battery grid is still theoretical. Here is a comparison of power reliability rates: Solar — about 8% Offshore wind — 40–50% Natural gas — 80%+ Nuclear — up to 95% Meanwhile, PJM (the regional grid operator) warned us that by 2030, the region could lose about 40 gigawatts of reliable power generation (while replacing less than half of it).Since March, there has at least been some movement on the nuclear front in NJ, but on natural gas? Mostly lip service so far. We keep hearing about storage, batteries and demand management. Great story. Where's the generation? NJ ALREADY lost $175M on the Ørsted offshore wind gamble & despite the collapse of several major projects, Trenton continues pushing to revive offshore wind, fighting federal action in court to shut it down. The kicker is that even at full capacity, that project too would have delivered well under 20 gigawatts upon completion — less than half the power NJ actually needs. So how'd we end up here in the first place? NJ used to be an energy EXPORTER. Well, Trenton Democrats shuttered reliable power before replacements existed, so now NJ IMPORTS 35–40% of our electricity from states in our regional grid. The Dems pat themselves on the back for being “green,” while importing electricity from PA generated with much-needed fossil fuels, including coal. It gets more surreal. The same Dems assign blame to (and threaten to leave) PJM. We're importing power and acting like we hold the cards. WE DON'T (just ask Pennsylvania). And "green"? Grid batteries use lithium, cobalt, nickel and other mined minerals, produced through massive industrial extraction & chemical processing. They're ridiculously expensive to build and a disposal nightmare. Is this what they call environmentally-friendly “green energy”? Now look at the budget shell game. The budget highlights spending tied to the Clean Energy Fund ($700M a year) and RGGI (roughly $80–100M annually). Those funds don’t come from Trenton. They come from YOU — surcharges you already pay for, built into your electric bill (don't forget! Over the years, billions of dollars have been diverted out of the Clean Energy Fund to plug other holes in the state budget.) THE GAME IN THE NUTSHELL: Raise your rates. Collect the money through RGGI and Clean Energy Fund charges. Hand a sliver back as a “utility credit.” Smile big at the press conference with your climate activist crew. As the Governor & Majority party celebrate "clean energy" budget spending, understand that most of it is just recycling money you've paid in your electric bill. This budget STILL gambles on “green energy.” With your wallet. SIDEBAR: During the campaign, Mikie Sherrill promised to "freeze electric rates." Fun fact: as Governor, her Executive Order didn’t freeze anything. It "urged" the Board of Public Utilities to "consider" taking action. A far cry from freezing rates, which is not a function of any NJ Governor.

Dawn Fantasia

12,282 просмотров • 13 дней назад

NEW: The AI Data Center "Boom" is Kinda Fake.. But the power bottleneck is still very real. Inside the energy company using rocks & sunlight to fix AI’s power problem right now.. not in 10 years: Exowatt Most "announced" data centers will never get built (ahem, Stargate). The ones that do? Running on gas generators. And the U.S. grid has no answer for what’s coming. Hannan Happi, CEO & Co-Founder of Exowatt, joins Sourcery for a rare facility tour of their 40,000 sqft Miami HQ — walking us through the tech, the team, & why the AI power crisis is far worse than the headlines suggest. Exowatt has raised $140M from a16z, Atomic, Felicis, Sam Altman, Leonardo DiCaprio, Starwood Capital, Thrive Capital, & more, all betting on a deceptively simple idea: concentrate sunlight with Fresnel lenses, store the heat in rocks at 1,000°C, and dispatch electricity on demand. 24 hours a day, no grid required. Their P3 system is built from sand, dirt, and steel. Like a large magnified glass and a rock. No lithium. No cobalt. No China. Target cost: 1 cent per kilowatt hour. In this episode: → Why most announced data centers are phantom projects → The real bottleneck that replaced GPUs: skilled labor → How a 200-year-old engine is at the heart of their stack → What hyperscalers actually say about sustainability (it's not pretty) → Lessons from Tesla on iteration, modularity & vertical integration → Why Miami — and why now With a 90+ GWh demand backlog and commercial deployments live in 2025, this might be one of the most important energy companies emerging in the AI era. Founded in 2023 by Hannan Happi & Atomic CEO Jack Abraham, Exowatt's mission is to make sustainable renewable energy always available and almost free. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) What is Exowatt? The solar backbone for AI data centers (01:30) Why the US grid simply cannot handle what's coming (02:00) Tour begins: Welcome to Lighthouse Miami — 40,000 sq ft facility (02:45) The P3 explained: three elements, one shipping container (04:00) The founding story: Atomic venture studio and the modular hypothesis (05:30) Why solar thermal hasn't followed solar PV's 99.6% cost decline — until now (07:00) North star: 1 cent per kilowatt hour and where they are today (11:00) Inside the world's largest solar simulator — the sun, indoors (13:00) The Fresnel lens up close: a giant magnifying glass for the sun (15:00) "It's rock science" — the 5-year-old explanation of how it works (17:30) Domestic raw materials (sand, dirt, steel) as the real competitive moat (24:30) The phantom data center problem: most announcements won't get built (26:00) From 100 MW to 10 GW: how data center scale exploded in 3 years (30:00) Funding breakdown: $140M, a16z, Felicis, Sam Altman, Leonardo DiCaprio (37:00) Lessons from Tesla: remove parts, iterate fast, build better
40:11

NEW: The AI Data Center "Boom" is Kinda Fake.. But the power bottleneck is still very real. Inside the energy company using rocks & sunlight to fix AI’s power problem right now.. not in 10 years: Exowatt Most "announced" data centers will never get built (ahem, Stargate). The ones that do? Running on gas generators. And the U.S. grid has no answer for what’s coming. Hannan Happi, CEO & Co-Founder of Exowatt, joins Sourcery for a rare facility tour of their 40,000 sqft Miami HQ — walking us through the tech, the team, & why the AI power crisis is far worse than the headlines suggest. Exowatt has raised $140M from a16z, Atomic, Felicis, Sam Altman, Leonardo DiCaprio, Starwood Capital, Thrive Capital, & more, all betting on a deceptively simple idea: concentrate sunlight with Fresnel lenses, store the heat in rocks at 1,000°C, and dispatch electricity on demand. 24 hours a day, no grid required. Their P3 system is built from sand, dirt, and steel. Like a large magnified glass and a rock. No lithium. No cobalt. No China. Target cost: 1 cent per kilowatt hour. In this episode: → Why most announced data centers are phantom projects → The real bottleneck that replaced GPUs: skilled labor → How a 200-year-old engine is at the heart of their stack → What hyperscalers actually say about sustainability (it's not pretty) → Lessons from Tesla on iteration, modularity & vertical integration → Why Miami — and why now With a 90+ GWh demand backlog and commercial deployments live in 2025, this might be one of the most important energy companies emerging in the AI era. Founded in 2023 by Hannan Happi & Atomic CEO Jack Abraham, Exowatt's mission is to make sustainable renewable energy always available and almost free. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) What is Exowatt? The solar backbone for AI data centers (01:30) Why the US grid simply cannot handle what's coming (02:00) Tour begins: Welcome to Lighthouse Miami — 40,000 sq ft facility (02:45) The P3 explained: three elements, one shipping container (04:00) The founding story: Atomic venture studio and the modular hypothesis (05:30) Why solar thermal hasn't followed solar PV's 99.6% cost decline — until now (07:00) North star: 1 cent per kilowatt hour and where they are today (11:00) Inside the world's largest solar simulator — the sun, indoors (13:00) The Fresnel lens up close: a giant magnifying glass for the sun (15:00) "It's rock science" — the 5-year-old explanation of how it works (17:30) Domestic raw materials (sand, dirt, steel) as the real competitive moat (24:30) The phantom data center problem: most announcements won't get built (26:00) From 100 MW to 10 GW: how data center scale exploded in 3 years (30:00) Funding breakdown: $140M, a16z, Felicis, Sam Altman, Leonardo DiCaprio (37:00) Lessons from Tesla: remove parts, iterate fast, build better

Molly O’Shea

147,930 просмотров • 3 месяцев назад

Bulls as Rural Powerhouses: How 'Nandi Rath' is Turning Stray Cattle into India's Cheapest Electricity Source In the bustling farmlands near Lucknow, a former DSP has sparked a quiet revolution that could redefine self-reliance for millions of Indian farmers. Meet Shailendra Singh's groundbreaking invention: the Nandi Rath – a clever, animal-powered electricity generator that harnesses the natural strength of bulls to produce affordable, sustainable power while solving one of rural India's thorniest problems: stray cattle. Picture this: sturdy bulls calmly walking in continuous circles on a specially designed inclined ramp inside a sturdy metal structure. Their steady movement spins a high-tech gearbox and flywheel system connected to alternators, converting kinetic energy into clean electricity. No fuel, no pollution, and minimal maintenance. A single bull delivers a solid 5 kW of power per hour. Add solar panels for a hybrid boost, and output jumps to 10 kW – enough to run irrigation pumps, flour mills, lighting, and household appliances all day long. The real magic? Electricity costs farmers just around ₹1.5 per unit – a game-changing fraction of grid prices. Farmers aren't just saving money; they're turning previously "unproductive" stray bulls into revenue generators. The animals get shelter, care, and purpose, while owners gain energy independence and extra income. This isn't some lab experiment. Singh has built and tested the Nandi Rath right on his own property in Siddhpur, Uttar Pradesh. The latest model features patented gearbox technology that maximizes output with minimal effort from the bulls – they simply walk naturally, using gravity and momentum to keep the system humming efficiently. What makes Nandi Rath truly brilliant is how it tackles two massive rural challenges in one stroke. India grapples with huge numbers of stray cattle that often become a burden. At the same time, unreliable and expensive electricity holds back small farmers. Singh's invention flips both problems into opportunities: stray animals become valuable partners in energy production, empowering villages to become energy self-sufficient without depending on expensive diesel or erratic grids. This innovation feels deeply rooted in India's soul – blending ancient respect for cattle (Nandi, after all, is Lord Shiva's divine bull) with modern engineering ingenuity. It's eco-friendly, scalable, and perfectly suited for the realities of village life. Shailendra Singh's vision goes beyond one machine. With government subsidies, cooperative models, and support from agricultural universities, Nandi Rath could spread across thousands of farms, lighting up homes, boosting crop yields, and creating a new rural economy powered by compassion and creativity. In a world chasing high-tech solutions, sometimes the most powerful ideas come from the ground up – quite literally, from the steady footsteps of hardworking bulls. Nandi Rath proves that true innovation doesn't always need fancy gadgets or massive funding. It just needs someone brave enough to see potential where others see problems. If this sparks your interest in grassroots tech transforming India, share it forward. Solutions like this deserve to reach every village that needs them. The future of rural power might just walk on four legs! #NandiRath #RuralInnovation #SustainableEnergy #MadeInIndia
7:54

Bulls as Rural Powerhouses: How 'Nandi Rath' is Turning Stray Cattle into India's Cheapest Electricity Source In the bustling farmlands near Lucknow, a former DSP has sparked a quiet revolution that could redefine self-reliance for millions of Indian farmers. Meet Shailendra Singh's groundbreaking invention: the Nandi Rath – a clever, animal-powered electricity generator that harnesses the natural strength of bulls to produce affordable, sustainable power while solving one of rural India's thorniest problems: stray cattle. Picture this: sturdy bulls calmly walking in continuous circles on a specially designed inclined ramp inside a sturdy metal structure. Their steady movement spins a high-tech gearbox and flywheel system connected to alternators, converting kinetic energy into clean electricity. No fuel, no pollution, and minimal maintenance. A single bull delivers a solid 5 kW of power per hour. Add solar panels for a hybrid boost, and output jumps to 10 kW – enough to run irrigation pumps, flour mills, lighting, and household appliances all day long. The real magic? Electricity costs farmers just around ₹1.5 per unit – a game-changing fraction of grid prices. Farmers aren't just saving money; they're turning previously "unproductive" stray bulls into revenue generators. The animals get shelter, care, and purpose, while owners gain energy independence and extra income. This isn't some lab experiment. Singh has built and tested the Nandi Rath right on his own property in Siddhpur, Uttar Pradesh. The latest model features patented gearbox technology that maximizes output with minimal effort from the bulls – they simply walk naturally, using gravity and momentum to keep the system humming efficiently. What makes Nandi Rath truly brilliant is how it tackles two massive rural challenges in one stroke. India grapples with huge numbers of stray cattle that often become a burden. At the same time, unreliable and expensive electricity holds back small farmers. Singh's invention flips both problems into opportunities: stray animals become valuable partners in energy production, empowering villages to become energy self-sufficient without depending on expensive diesel or erratic grids. This innovation feels deeply rooted in India's soul – blending ancient respect for cattle (Nandi, after all, is Lord Shiva's divine bull) with modern engineering ingenuity. It's eco-friendly, scalable, and perfectly suited for the realities of village life. Shailendra Singh's vision goes beyond one machine. With government subsidies, cooperative models, and support from agricultural universities, Nandi Rath could spread across thousands of farms, lighting up homes, boosting crop yields, and creating a new rural economy powered by compassion and creativity. In a world chasing high-tech solutions, sometimes the most powerful ideas come from the ground up – quite literally, from the steady footsteps of hardworking bulls. Nandi Rath proves that true innovation doesn't always need fancy gadgets or massive funding. It just needs someone brave enough to see potential where others see problems. If this sparks your interest in grassroots tech transforming India, share it forward. Solutions like this deserve to reach every village that needs them. The future of rural power might just walk on four legs! #NandiRath #RuralInnovation #SustainableEnergy #MadeInIndia

Mohini Maheshwari

151,876 просмотров • 2 месяцев назад

DMRC Introduces Multiple Journey QR Ticket (MJQRT) to Enhance Passenger Convenience As part of its ongoing ‘Ease of Booking’ initiative through digitalization, the Delhi Metro Rail Corporation (DMRC) today launched the Multiple Journey QR Ticket (MJQRT), a cutting-edge technology designed to offer greater convenience for passengers by eliminating the need for purchasing daily QR tickets. DMRC’s Managing Director, Dr. Vikas Kumar launched the new feature today at Metro Bhawan in the presence of other senior officials. Key Features and Benefits of MJQRT: First-of-its-kind solution: MJQRT is a revolutionary digital initiative, marking the first time in India that a QR-based multiple-journey product is being introduced. Exclusively on दिल्ली सारथी (Momentum 2.0): Available exclusively on DMRC’s Delhi Metro Sarathi (Momentum 2.0) app, MJQRT provides passengers with a seamless, efficient way to manage multiple journeys on the Delhi Metro. Availability: This feature will be available for App users from tomorrow. Comprehensive journey management: Passengers will be able to view their journeys, including fare payments and recharges, directly on the app. Simple onboarding: To avail the MJQRT, users must register on the दिल्ली सारथी (Momentum 2.0) app and can start with an initial amount of Rs. 150, which can be used for metro travel. No security deposit: There is no security deposit required for the MJQRT. Flexible recharge options: Users can easily add value in multiples of Rs. 50 through digital payment methods such as UPI, credit cards, and debit cards, with a maximum balance limit of Rs. 3,000. Minimum balance for travel: A minimum balance of Rs. 60 is required to travel using the MJQRT. Discounts on travel: MJQRT offers passengers a 10% discount during peak hours (8 AM - 12 PM and 5 PM - 9 PM) and a 20% discount during off-peak hours. Eco-friendly alternative: MJQRT serves as an eco-friendly and economical alternative to the traditional smart cards currently in use. Secure and recoverable: In case of theft, loss, or damage to the mobile device, the remaining balance will remain intact, and passengers can continue using the MJQRT by logging in on another device. The ‘Ease of Booking’ program by DMRC emphasizes multiple modes of ticket booking, multiple fare media, and multiple payment options. The MJQRT is the latest addition to the existing fare media options, including single journey QR tickets, NCMC, and DMRC smart cards. Dr Vikas Kumar MD DMRC while launching this initiative said “We are pleased to launch the Multiple Journey QR Ticket (MJQRT) as part of our ‘Ease of Booking’ initiative. MJQRT simplifies travel with a single QR code, enhancing convenience and offering eco-friendly benefits. This innovation reflects our commitment to improving the passenger experience on Delhi Metro” With the launch of MJQRT, DMRC reaffirms its dedication to enhancing passenger experiences through digital innovation, making metro travel more convenient and environment friendly.
0:56

DMRC Introduces Multiple Journey QR Ticket (MJQRT) to Enhance Passenger Convenience As part of its ongoing ‘Ease of Booking’ initiative through digitalization, the Delhi Metro Rail Corporation (DMRC) today launched the Multiple Journey QR Ticket (MJQRT), a cutting-edge technology designed to offer greater convenience for passengers by eliminating the need for purchasing daily QR tickets. DMRC’s Managing Director, Dr. Vikas Kumar launched the new feature today at Metro Bhawan in the presence of other senior officials. Key Features and Benefits of MJQRT: First-of-its-kind solution: MJQRT is a revolutionary digital initiative, marking the first time in India that a QR-based multiple-journey product is being introduced. Exclusively on दिल्ली सारथी (Momentum 2.0): Available exclusively on DMRC’s Delhi Metro Sarathi (Momentum 2.0) app, MJQRT provides passengers with a seamless, efficient way to manage multiple journeys on the Delhi Metro. Availability: This feature will be available for App users from tomorrow. Comprehensive journey management: Passengers will be able to view their journeys, including fare payments and recharges, directly on the app. Simple onboarding: To avail the MJQRT, users must register on the दिल्ली सारथी (Momentum 2.0) app and can start with an initial amount of Rs. 150, which can be used for metro travel. No security deposit: There is no security deposit required for the MJQRT. Flexible recharge options: Users can easily add value in multiples of Rs. 50 through digital payment methods such as UPI, credit cards, and debit cards, with a maximum balance limit of Rs. 3,000. Minimum balance for travel: A minimum balance of Rs. 60 is required to travel using the MJQRT. Discounts on travel: MJQRT offers passengers a 10% discount during peak hours (8 AM - 12 PM and 5 PM - 9 PM) and a 20% discount during off-peak hours. Eco-friendly alternative: MJQRT serves as an eco-friendly and economical alternative to the traditional smart cards currently in use. Secure and recoverable: In case of theft, loss, or damage to the mobile device, the remaining balance will remain intact, and passengers can continue using the MJQRT by logging in on another device. The ‘Ease of Booking’ program by DMRC emphasizes multiple modes of ticket booking, multiple fare media, and multiple payment options. The MJQRT is the latest addition to the existing fare media options, including single journey QR tickets, NCMC, and DMRC smart cards. Dr Vikas Kumar MD DMRC while launching this initiative said “We are pleased to launch the Multiple Journey QR Ticket (MJQRT) as part of our ‘Ease of Booking’ initiative. MJQRT simplifies travel with a single QR code, enhancing convenience and offering eco-friendly benefits. This innovation reflects our commitment to improving the passenger experience on Delhi Metro” With the launch of MJQRT, DMRC reaffirms its dedication to enhancing passenger experiences through digital innovation, making metro travel more convenient and environment friendly.

Delhi Metro Rail Corporation

14,300 просмотров • 1 год назад

I JUST BROKE DOWN THE REAL NUMBERS ON TRUMP'S TARIFFS Everyone expected tariffs to reduce the current account deficit and restore US jobs. But the numbers tell a different story. China just posted a $1.2 trillion trade surplus in 2025. The biggest in history. Up 20% from 2024. And this happened DURING Trump's "maximum pressure" tariff campaign. Let's dive deeper: Early 2025: Tariffs on China escalated as high as 145%. Late 2025: A deal brought them down to the high-40s/low-50s range. January 2026: Trump threatens 25% tariffs on ANY country doing business with Iran. Iran's biggest trading partner? China. But here's the part nobody's talking about: The Tax Policy Center estimates the average tariff rate on ALL US imports is now 17%. The Budget Lab at Yale estimates these tariffs raised consumer prices by 1.2% - roughly $1,700 per household. In 2025, businesses absorbed most of these costs. But in 2026, they're passing them to consumers. The jobs data is worse: After the April 2025 tariff announcement, factory employment FELL by 68,000 jobs. The Federal Reserve found that tariff exposure in 2018-2019 reduced manufacturing employment by 1.4%. A small +0.3% protection effect was offset by -1.1% from higher input costs and -0.7% from retaliation. Even in optimistic scenarios, tariffs create very few jobs once you account for higher input costs destroying downstream employment and retaliation from trading partners. Trump's theory was that tariffs would force manufacturing back to the US. The reality: Companies just moved production to Vietnam, Mexico, and Malaysia. Supply chains didn't come home. They found cheaper routes around the tariffs. And China? Exports to the US fell 20%, but grew everywhere else. Africa: +26% Southeast Asia: +13% EU: +8% China maintained 14% of global exports. 4x more than India and Vietnam combined. Trump didn't destroy China's export machine. He redirected where it sells. Here's the fiscal reality: Trump claims tariffs will eliminate the deficit and eventually replace income taxes. Even in an optimistic scenario, tariffs will raise about $400 billion. The budget deficit last year? Over $2 trillion. Income tax revenue? Over $2 trillion. The math doesn't work. It's not even close. Now the legal problem: The Supreme Court is weighing whether Trump's tariffs were even legal under the 1977 International Emergency Economic Powers Act. Congressional researchers say importers paid roughly $129 billion in estimated duty deposits for IEEPA tariffs as of December 10, 2025. If the Court rules against Trump, that money potentially gets refunded. The entire tariff structure collapses. And nobody knows what happens next. Costco and major retailers have already filed lawsuits. Meanwhile, the EU is negotiating with China on "minimum price undertakings" to replace tariffs. Canada is considering dropping their 100% tariff on Chinese EVs. So Trump's pressure is pushing allies CLOSER to China, not away. These tariff policies are accelerating the transition to a tripolar world - US, China, and a European bloc increasingly willing to play both sides. Here's the ONE thing you have to understand: Markets can price risk. They cannot price uncertainty. Right now markets are complacent. The VIX is subdued. Credit spreads are tight. But if the Supreme Court rules against the tariffs, uncertainty escalates dramatically. No one knows what happens to the $195 billion already collected. No one knows if companies get refunds. No one knows what Trump's next move is if he loses this authority. Markets do not handle institutional uncertainty well. So are Trump's tariffs working? If working means reducing the deficit and creating US jobs, the answer is no. Tariffs can help a narrow slice of producers and raise revenue. But evidence shows they raise consumer prices and, on net, reduce manufacturing employment once you include input costs and retaliation. The next weeks will be crucial.
1:18

I JUST BROKE DOWN THE REAL NUMBERS ON TRUMP'S TARIFFS Everyone expected tariffs to reduce the current account deficit and restore US jobs. But the numbers tell a different story. China just posted a $1.2 trillion trade surplus in 2025. The biggest in history. Up 20% from 2024. And this happened DURING Trump's "maximum pressure" tariff campaign. Let's dive deeper: Early 2025: Tariffs on China escalated as high as 145%. Late 2025: A deal brought them down to the high-40s/low-50s range. January 2026: Trump threatens 25% tariffs on ANY country doing business with Iran. Iran's biggest trading partner? China. But here's the part nobody's talking about: The Tax Policy Center estimates the average tariff rate on ALL US imports is now 17%. The Budget Lab at Yale estimates these tariffs raised consumer prices by 1.2% - roughly $1,700 per household. In 2025, businesses absorbed most of these costs. But in 2026, they're passing them to consumers. The jobs data is worse: After the April 2025 tariff announcement, factory employment FELL by 68,000 jobs. The Federal Reserve found that tariff exposure in 2018-2019 reduced manufacturing employment by 1.4%. A small +0.3% protection effect was offset by -1.1% from higher input costs and -0.7% from retaliation. Even in optimistic scenarios, tariffs create very few jobs once you account for higher input costs destroying downstream employment and retaliation from trading partners. Trump's theory was that tariffs would force manufacturing back to the US. The reality: Companies just moved production to Vietnam, Mexico, and Malaysia. Supply chains didn't come home. They found cheaper routes around the tariffs. And China? Exports to the US fell 20%, but grew everywhere else. Africa: +26% Southeast Asia: +13% EU: +8% China maintained 14% of global exports. 4x more than India and Vietnam combined. Trump didn't destroy China's export machine. He redirected where it sells. Here's the fiscal reality: Trump claims tariffs will eliminate the deficit and eventually replace income taxes. Even in an optimistic scenario, tariffs will raise about $400 billion. The budget deficit last year? Over $2 trillion. Income tax revenue? Over $2 trillion. The math doesn't work. It's not even close. Now the legal problem: The Supreme Court is weighing whether Trump's tariffs were even legal under the 1977 International Emergency Economic Powers Act. Congressional researchers say importers paid roughly $129 billion in estimated duty deposits for IEEPA tariffs as of December 10, 2025. If the Court rules against Trump, that money potentially gets refunded. The entire tariff structure collapses. And nobody knows what happens next. Costco and major retailers have already filed lawsuits. Meanwhile, the EU is negotiating with China on "minimum price undertakings" to replace tariffs. Canada is considering dropping their 100% tariff on Chinese EVs. So Trump's pressure is pushing allies CLOSER to China, not away. These tariff policies are accelerating the transition to a tripolar world - US, China, and a European bloc increasingly willing to play both sides. Here's the ONE thing you have to understand: Markets can price risk. They cannot price uncertainty. Right now markets are complacent. The VIX is subdued. Credit spreads are tight. But if the Supreme Court rules against the tariffs, uncertainty escalates dramatically. No one knows what happens to the $195 billion already collected. No one knows if companies get refunds. No one knows what Trump's next move is if he loses this authority. Markets do not handle institutional uncertainty well. So are Trump's tariffs working? If working means reducing the deficit and creating US jobs, the answer is no. Tariffs can help a narrow slice of producers and raise revenue. But evidence shows they raise consumer prices and, on net, reduce manufacturing employment once you include input costs and retaliation. The next weeks will be crucial.

George Noble

90,603 просмотров • 6 месяцев назад

this clip, a plumber breaks down the U.S. Department of Energy’s updated efficiency standards for residential water heaters. These standards, which apply to new models manufactured after May 2029, set higher performance requirements — particularly for larger electric storage tanks. The practical result is that newer electric water heaters will increasingly use heat pump technology, which is significantly more efficient than traditional electric resistance models. Homeowners who choose to upgrade proactively can enjoy meaningful long-term energy savings. According to DOE analysis, switching to a qualifying heat pump water heater can deliver average lifetime savings of around $1,800–$2,000 per unit compared to older standard models, with many households seeing hundreds of dollars reduced from their annual utility bills. These savings can be increased even further by adding two simple, cost-effective upgrades: • A basic timer (or smart controller) so the water heater only runs during off-peak hours or when hot water is actually needed. • Professional-grade Armaflex (or equivalent closed-cell elastomeric foam) insulation wrap on the tank and hot water pipes. This high-quality insulation dramatically reduces standby heat loss — often cutting additional energy waste by 10–25% or more depending on your current setup and climate. Together, the more efficient unit + timer + professional insulation wrap creates a system that uses far less electricity while still delivering reliable hot water. Many homeowners find the combined upgrades pay for themselves through lower monthly bills over time, without any requirement to change anything immediately. This approach gives you control over your energy use and long-term costs on your own timeline. I’m not much on government mandates but I think they’re onto something here this new innovation in water heaters can be a game changer as far as savings if we incorporate a timer and a professional grade insulation job, The DIY’er can really clean up with this one, I put a link to an AO Smith 50 gallon in the first comment, I do highly recommend the expansion tank, it will definitely help with the longevity.
3:32

this clip, a plumber breaks down the U.S. Department of Energy’s updated efficiency standards for residential water heaters. These standards, which apply to new models manufactured after May 2029, set higher performance requirements — particularly for larger electric storage tanks. The practical result is that newer electric water heaters will increasingly use heat pump technology, which is significantly more efficient than traditional electric resistance models. Homeowners who choose to upgrade proactively can enjoy meaningful long-term energy savings. According to DOE analysis, switching to a qualifying heat pump water heater can deliver average lifetime savings of around $1,800–$2,000 per unit compared to older standard models, with many households seeing hundreds of dollars reduced from their annual utility bills. These savings can be increased even further by adding two simple, cost-effective upgrades: • A basic timer (or smart controller) so the water heater only runs during off-peak hours or when hot water is actually needed. • Professional-grade Armaflex (or equivalent closed-cell elastomeric foam) insulation wrap on the tank and hot water pipes. This high-quality insulation dramatically reduces standby heat loss — often cutting additional energy waste by 10–25% or more depending on your current setup and climate. Together, the more efficient unit + timer + professional insulation wrap creates a system that uses far less electricity while still delivering reliable hot water. Many homeowners find the combined upgrades pay for themselves through lower monthly bills over time, without any requirement to change anything immediately. This approach gives you control over your energy use and long-term costs on your own timeline. I’m not much on government mandates but I think they’re onto something here this new innovation in water heaters can be a game changer as far as savings if we incorporate a timer and a professional grade insulation job, The DIY’er can really clean up with this one, I put a link to an AO Smith 50 gallon in the first comment, I do highly recommend the expansion tank, it will definitely help with the longevity.

MAGA X Times Daily News 🇺🇸

151,039 просмотров • 1 месяц назад

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

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

Mario Nawfal

206,057 просмотров • 1 год назад

💛 ทุกวินาทีในวิดีโอนี้…คือความตั้งใจที่เราอยากมอบให้ทุกคนได้สัมผัส JANUA LIMITED BOX SET ตัวเต็ม พร้อมแล้วสำหรับทุกคนที่รอคอย 💛 เตรียมตัวให้พร้อม! พบกับการเปิดขายในวันที่ 3 พฤศจิกายน 2568 เพราะ “เซอร์ไพรส์ในกล่อง” คุ้มค่าแก่การรอคอยมากจริง ๆ ✨ ⸻ หมายเหตุ : 1.รายละเอียดสินค้าภายในกล่อง Mine Wish Limited Edition 50ml – 1 ชิ้น มูลค่า 490.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Dreamy Cloud Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Kiss Me More Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Passion Love Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Juicy Mallow New Collection 15ml – 1 ชิ้น มูลค่า 219.- Cotton Cloud New Collection 15ml – 1 ชิ้น มูลค่า 219.- Sugar Bunny New Collection 15ml – 1 ชิ้น มูลค่า 219.- Memory of Sunrise The Exclusive Comeback 30ml – 1 ชิ้น มูลค่า 239.- 2. Unreleased Postcard จำนวน 2 รูป โดยมีรายละเอียดดังนี้ Unreleased Fix Card 1 Unreleased Random Card 1 (สุ่มจากจำนวนทั้งหมด 2 รูป) ระยะเวลาร่วมกิจกรรม: 3 – 10 พฤศจิกายน 2568 ประกาศผลผู้โชคดี: 15 พฤศจิกายน 2568 เริ่มจัดส่งสินค้า ตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป ⸻ กติกาการร่วมกิจกรรม “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET 📌 รายละเอียดและกติกาแคมเปญ 1. การได้รับสิทธิ์ลุ้นที่นั่ง ทุกการซื้อ JANUA LIMITED BOX SET ราคา 1,990 บาท / 1 กล่อง = 5 สิทธิ์ (ปรับเพิ่มจากเดิม 1 กล่อง = 1 สิทธิ์) สินค้ามีจำนวนจำกัดเท่านั้น ราคานี้ยังไม่รวมค่าจัดส่ง การลุ้นสิทธิ์ขึ้นอยู่กับจำนวนสิทธิ์ที่ได้รับ ไม่ได้พิจารณาจากยอดซื้อมากที่สุด ไม่จำกัดจำนวนการสั่งซื้อต่อคน และไม่สามารถยกเลิกคำสั่งซื้อได้ทุกกรณี ⸻ 2. ระยะเวลาแคมเปญ สามารถสั่งซื้อสินค้าได้ตั้งแต่ วันที่ 3 พฤศจิกายน 2568 – วันที่ 10 พฤศจิกายน 2568 เวลา 23:59 น. คำสั่งซื้อที่อยู่ภายในช่วงเวลาดังกล่าวเท่านั้นที่จะได้รับสิทธิ์ลุ้น เพื่อลุ้นสิทธิ์ที่นั่งโซนหมายเลข 001–250 หมายเหตุเพิ่มเติม: สินค้าจะถูกวางจำหน่ายจนกว่าสินค้าจะหมด แต่สิทธิ์ในการ “ลุ้นที่นั่งเข้าร่วมอีเวนต์” จะนับเฉพาะคำสั่งซื้อที่เกิดขึ้นในช่วงวันที่ 3 – 10 พฤศจิกายน 2568 เวลา 23:59 น. เท่านั้น ⸻ 3. ช่องทางการสั่งซื้อ สั่งซื้อได้ผ่าน 2 ช่องทางเท่านั้น 1. LINE MY SHOP : 2. DM Instagram : janua_thailand (สงวนสิทธิ์สำหรับต่างชาติเท่านั้น) 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ Line My Shop ช่องทางการชำระเงิน 1. PromptPay QR: ลูกค้าสามารถสแกน QR Code เพื่อชำระเงินได้ 2. Mobile Banking: รองรับการชำระผ่านแอปพลิเคชันธนาคาร เช่น K PLUS และ SCB Easy 3. LINE Pay : 3.1 e-Wallet: ชำระเงินผ่านกระเป๋าเงินอิเล็กทรอนิกส์ของ LINE 3.2 บัตรเครดิต/เดบิต: สามารถผูกบัตร Visa, Mastercard, JCB และบัตรเครือข่ายไทยที่รองรับ 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ DM Instagram : janua_thailand • ชำระตรงผ่านเลขที่บัญชีบริษัทเท่านั้น 👉 สถานะคำสั่งซื้อ • จะพิจารณาเฉพาะคำสั่งซื้อที่มี หมายเลขคำสั่งซื้อ ขึ้นโชว์เท่านั้น ⸻ 4. ชื่อผู้รับสินค้า ชื่อ–นามสกุลผู้รับสินค้าต้องตรงกับชื่อจริงในบัตรประชาชนหรือพาสปอร์ต เพื่อใช้ยืนยันสิทธิ์เข้าร่วมกิจกรรม ที่อยู่ในการจัดส่งสินค้าไม่จำเป็นต้องตรงกับบัตรประชาชนหรือพาสปอร์ต ⸻ 5. ระยะเวลาและการจัดส่งสินค้า การจัดส่ง JANUA LIMITED BOX SET จะเริ่มตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป โดยจะจัดส่งตามลำดับคิวของคำสั่งซื้อที่เข้ามาก่อน–หลัง เพื่อให้ทุกกล่องถูกจัดส่งอย่างครบถ้วนและปลอดภัยที่สุด ⸻ 6. ระบบบันทึกสิทธิ์และการตรวจสอบ สิทธิ์ของผู้สั่งซื้อจะถูกบันทึกโดยอัตโนมัติ ไม่ต้องลงทะเบียนเพิ่มเติม สามารถตรวจสอบจำนวนสิทธิ์ได้หลังคำสั่งซื้อสำเร็จภายใน 2 วัน ผ่านทางเว็บไซต์ 👉 วิธีตรวจสอบสิทธิ์: 1. เข้าเว็บไซต์ 2. กรอกเบอร์โทรศัพท์ที่ใช้ในการสั่งซื้อสินค้า (ต้องเป็นเบอร์เดียวกับในที่อยู่จัดส่ง Box Set) 3. ระบบจะแสดงข้อมูล ชื่อ, ที่อยู่, และจำนวนสิทธิ์ที่ได้รับทันที ⸻ 7. วันที่ประกาศผลผู้โชคดี วันที่ 15 พฤศจิกายน 2568 ผู้โชคดีจาก Campaign 2 จะได้รับสิทธิ์ที่นั่งในโซนหมายเลข 001–250 โดยจะประกาศผ่านทาง เว็บไซต์ X : 𝐉𝐀𝐍𝐔𝐀 Instagram : janua_thailand ⸻ 8. การยืนยันสิทธิ์ ผู้ได้รับสิทธิ์ต้องยืนยันสิทธิ์ของตน ผ่านทาง LINE Official: Janua ภายในวันที่ 15 พฤศจิกายน – 21 พฤศจิกายน 2568 หากไม่ยืนยันสิทธิ์ภายในเวลาที่กำหนด จะถือว่าสละสิทธิ์โดยอัตโนมัติ และทางแบรนด์จะประกาศรายชื่อผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 9. หลักฐานที่ต้องใช้ในวันรายงานตัว ผู้ได้รับสิทธิ์เข้าร่วมอีเวนต์ ต้องนำเอกสารต่อไปนี้มาแสดงเพื่อยืนยันตัวตน : 1. ใบเสร็จการสั่งซื้อสินค้า (ฉบับพิมพ์จากระบบออนไลน์) 2. บัตรประชาชน หรือพาสปอร์ตตัวจริง ที่ตรงกับข้อมูลการลงทะเบียน ⸻ 10. จำนวนสิทธิ์ต่อผู้เข้าร่วม 1. จำกัดสิทธิ์ผู้โชคดี 1 คนต่อ 1 หมายเลขบัตรประชาชนหรือพาสปอร์ตเท่านั้น ไม่สามารถโอนสิทธิ์ให้ผู้อื่น หรือใช้หมายเลขเดียวกันลงทะเบียนซ้ำเพื่อรับสิทธิ์มากกว่า 1 ที่นั่งได้ 2. หากผู้ได้รับสิทธิ์ได้ที่นั่งทั้งใน Campaign 1 และ Campaign 2 จำเป็นต้องสละสิทธิ์ใดสิทธิ์หนึ่ง โดยแจ้งความประสงค์มาที่ LINE Official: Janua ก่อนวันที่ 21 พฤศจิกายน 2568 และทางแบรนด์จะประกาศผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 11. เงื่อนไขการยกเลิกและคืนเงิน • ไม่สามารถยกเลิกคำสั่งซื้อหรือขอคืนเงินได้ในทุกกรณี ยกเว้นกรณีที่สินค้าเกิดความเสียหายจากการขนส่ง ซึ่งหากสินค้าเกิดความเสียหายจากขนส่ง ทางแบรนด์จะจัดส่งสินค้าชิ้นใหม่ให้ โดยไม่ให้ยกเลิกคำสั่งซื้อในทุกกรณี • การพิจารณาการคืนสินค้าจะเป็นไปตามเงื่อนไขของแบรนด์เท่านั้น ⸻ 12. การคุ้มครองข้อมูลส่วนบุคคล (PDPA) ข้อมูลส่วนบุคคลของผู้เข้าร่วมกิจกรรม เช่น ชื่อ–นามสกุล หมายเลขโทรศัพท์ และบัตรประชาชนหรือพาสปอร์ต จะถูกเก็บรักษาอย่างปลอดภัย และใช้เพื่อการยืนยันสิทธิ์เท่านั้น โดยจะไม่ถูกเปิดเผยหรือใช้ในวัตถุประสงค์อื่น ⸻ 13. ข้อสงวนสิทธิ์ของแบรนด์ แบรนด์ JANUA ขอสงวนสิทธิ์ในการเปลี่ยนแปลงเงื่อนไข รายละเอียดกิจกรรม หรือกำหนดการต่าง ๆ โดยไม่ต้องแจ้งให้ทราบล่วงหน้า หากเกิดเหตุสุดวิสัยหรือเหตุจำเป็นทางเทคนิค ช่องทางติดต่อสอบถามเพิ่มเติม หากมีข้อสงสัยเกี่ยวกับการสั่งซื้อหรือการร่วมกิจกรรม สามารถติดต่อได้ที่ 📩 LINE Official: Janua 🌐 เว็บไซต์: --------------------------- 💛 Every second in this video represents our passion that we wish everyone could feel. JANUA LIMITED BOX SET (Full Version) is now finally ready for everyone who has been waiting 💛 Get yourself ready! The official sale begins on November 3, 2025. Because the “surprise inside the box” is truly worth the wait. ✨ ⸻ Remarks : 1.Product Details Inside the Box • Mine Wish Limited Edition 50ml – 1 pc (Value: 490 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Dreamy Cloud Festive Design 30ml – 1 pc (Value: 290 THB) • Kiss Me More Festive Design 30ml – 1 pc (Value: 290 THB) • Passion Love Festive Design 30ml – 1 pc (Value: 290 THB) • Juicy Mallow New Collection 15ml – 1 pc (Value: 219 THB) • Cotton Cloud New Collection 15ml – 1 pc (Value: 219 THB) • Sugar Bunny New Collection 15ml – 1 pc (Value: 219 THB) • Memory of Sunrise The Exclusive Comeback 30ml – 1 pc (Value: 239 THB) 2.Unreleased Postcards (2 pieces) as follows: • Unreleased Fixed Card (1 piece) • Unreleased Random Card (1 piece, randomly selected from a total of 2 designs) ⸻ Campaign Duration : November 3 – 10, 2025 Winner Announcement : November 15, 2025 Shipping Start Date : From November 30, 2025 onward ⸻ Campaign Rules and Conditions “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET ⸻ 📌 Campaign Details and Rules 1. Lucky Draw Eligibility Every purchase of JANUA LIMITED BOX SET (1,990 THB per box) = 5 Lucky Draw Entries (Increased from the previous condition of 1 box = 1 entry) The amount of product is limited quantities. This price does not include shipping fees. The number of entries will determine your lucky draw chances. It is not based on the highest total purchase amount. There is no purchase limit per person, and order cancellations are not allowed under any circumstances. ⸻ 2. Campaign Period Customers can place their orders from November 3, 2025 – November 10, 2025 (until 23:59). Only orders placed within this period will be eligible for the lucky draw for seat numbers 001–250. Additional Note: Products will remain available until sold out. However, eligibility for the “Lucky Draw to join the event” will apply only to orders placed between November 3 – 10, 2025 (until 23:59). ⸻ 3. Sales Channels Available through 2 official channels only: 1. LINE MY SHOP: 2. Instagram DM: janua_thailand (for international customers only) 👉 Payment Methods for LINE MY SHOP: 1. PromptPay QR: Customers can scan the QR code to make payment. 2. Mobile Banking: Supported through major Thai bank applications such as K PLUS and SCB Easy. 3. LINE Pay 3.1 e-Wallet: Payment via LINE electronic wallet. 3.2 Credit/Debit Card: Supports Visa, Mastercard, JCB, and Thai-issued cards. 👉 Payment Method for Instagram DM (Janua_thailand): • Direct bank transfer to the official company account only. 👉 Order Status: Only orders that display an “order number” will be eligible for participation. ⸻ 4. Recipient Name The recipient’s full name must match the official name on their National ID or Passport for event verification purposes. The shipping address does not need to match the identification document. ⸻ 5. Shipping Schedule Shipment of JANUA LIMITED BOX SET will begin from November 30, 2025 onward, following the order queue chronologically (first come, first served) to ensure that every box is carefully and completely delivered. ⸻ 6. Entry Recording and Verification All purchase entries will be automatically recorded — no additional registration is required. Customers can verify their total entries within 2 days after completing their order via the website 👉 How to check your entries: 1. Visit 2. Enter the phone number used in your order (must be the same as the shipping address). 3. The system will display your name, address, and total number of entries. ⸻ 7. Winner Announcement November 15, 2025 Winners from Campaign 2 will receive seats in Zone Numbers 001–250. The announcement will be made through the following official channels: • Website: • X (Twitter): 𝐉𝐀𝐍𝐔𝐀 • Instagram: janua_thailand ⸻ 8. Confirmation of Rights Winners must confirm their participation via LINE Official: Janua between November 15 – 21, 2025. If the confirmation is not submitted within the specified period, the right to participate will be automatically forfeited. Replacement winners will be announced on November 22, 2025. ⸻ 9. Required Documents on the Event Day Winners must present the following documents for identity verification: • Printed purchase receipt (official online version) • Original National ID card or Passport that matches the registration details ⸻ 10. Number of Seats per Participant 1. Each winner is entitled to only 1 seat per National ID or Passport. Rights cannot be transferred or duplicated for multiple entries using the same ID. 2. If a winner receives seats in both Campaign 1 and Campaign 2, they must choose one campaign to attend and notify LINE Official: Janua before November 21, 2025. Replacement winners will be announced on November 22, 2025. ⸻ 11. Cancellation and Refund Policy • Orders cannot be cancelled or refunded under any circumstances, except in the case of product damage during shipment. If damage occurs during delivery, the brand will resend a new product, but order cancellations will still not be accepted in any case. • All product return evaluations will strictly follow the brand’s policy. ⸻ 12. Personal Data Protection (PDPA) Personal information of participants, including full name, phone number, and national ID or passport number, will be securely stored and used solely for verification purposes. No personal data will be disclosed or used for any other purpose. ⸻ 13. Brand Reservation of Rights JANUA reserves the right to amend campaign conditions, details, or schedules without prior notice in the event of unavoidable circumstances or technical issues. ⸻ For Inquiries or Further Information If you have any questions regarding your order or participation, please contact: 📩 LINE Official: Janua 🌐 Website: #JANUAXRENJUN
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💛 ทุกวินาทีในวิดีโอนี้…คือความตั้งใจที่เราอยากมอบให้ทุกคนได้สัมผัส JANUA LIMITED BOX SET ตัวเต็ม พร้อมแล้วสำหรับทุกคนที่รอคอย 💛 เตรียมตัวให้พร้อม! พบกับการเปิดขายในวันที่ 3 พฤศจิกายน 2568 เพราะ “เซอร์ไพรส์ในกล่อง” คุ้มค่าแก่การรอคอยมากจริง ๆ ✨ ⸻ หมายเหตุ : 1.รายละเอียดสินค้าภายในกล่อง Mine Wish Limited Edition 50ml – 1 ชิ้น มูลค่า 490.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Mine Wish Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Dreamy Cloud Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Kiss Me More Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Passion Love Festive Design 30ml – 1 ชิ้น มูลค่า 290.- Juicy Mallow New Collection 15ml – 1 ชิ้น มูลค่า 219.- Cotton Cloud New Collection 15ml – 1 ชิ้น มูลค่า 219.- Sugar Bunny New Collection 15ml – 1 ชิ้น มูลค่า 219.- Memory of Sunrise The Exclusive Comeback 30ml – 1 ชิ้น มูลค่า 239.- 2. Unreleased Postcard จำนวน 2 รูป โดยมีรายละเอียดดังนี้ Unreleased Fix Card 1 Unreleased Random Card 1 (สุ่มจากจำนวนทั้งหมด 2 รูป) ระยะเวลาร่วมกิจกรรม: 3 – 10 พฤศจิกายน 2568 ประกาศผลผู้โชคดี: 15 พฤศจิกายน 2568 เริ่มจัดส่งสินค้า ตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป ⸻ กติกาการร่วมกิจกรรม “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET 📌 รายละเอียดและกติกาแคมเปญ 1. การได้รับสิทธิ์ลุ้นที่นั่ง ทุกการซื้อ JANUA LIMITED BOX SET ราคา 1,990 บาท / 1 กล่อง = 5 สิทธิ์ (ปรับเพิ่มจากเดิม 1 กล่อง = 1 สิทธิ์) สินค้ามีจำนวนจำกัดเท่านั้น ราคานี้ยังไม่รวมค่าจัดส่ง การลุ้นสิทธิ์ขึ้นอยู่กับจำนวนสิทธิ์ที่ได้รับ ไม่ได้พิจารณาจากยอดซื้อมากที่สุด ไม่จำกัดจำนวนการสั่งซื้อต่อคน และไม่สามารถยกเลิกคำสั่งซื้อได้ทุกกรณี ⸻ 2. ระยะเวลาแคมเปญ สามารถสั่งซื้อสินค้าได้ตั้งแต่ วันที่ 3 พฤศจิกายน 2568 – วันที่ 10 พฤศจิกายน 2568 เวลา 23:59 น. คำสั่งซื้อที่อยู่ภายในช่วงเวลาดังกล่าวเท่านั้นที่จะได้รับสิทธิ์ลุ้น เพื่อลุ้นสิทธิ์ที่นั่งโซนหมายเลข 001–250 หมายเหตุเพิ่มเติม: สินค้าจะถูกวางจำหน่ายจนกว่าสินค้าจะหมด แต่สิทธิ์ในการ “ลุ้นที่นั่งเข้าร่วมอีเวนต์” จะนับเฉพาะคำสั่งซื้อที่เกิดขึ้นในช่วงวันที่ 3 – 10 พฤศจิกายน 2568 เวลา 23:59 น. เท่านั้น ⸻ 3. ช่องทางการสั่งซื้อ สั่งซื้อได้ผ่าน 2 ช่องทางเท่านั้น 1. LINE MY SHOP : 2. DM Instagram : janua_thailand (สงวนสิทธิ์สำหรับต่างชาติเท่านั้น) 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ Line My Shop ช่องทางการชำระเงิน 1. PromptPay QR: ลูกค้าสามารถสแกน QR Code เพื่อชำระเงินได้ 2. Mobile Banking: รองรับการชำระผ่านแอปพลิเคชันธนาคาร เช่น K PLUS และ SCB Easy 3. LINE Pay : 3.1 e-Wallet: ชำระเงินผ่านกระเป๋าเงินอิเล็กทรอนิกส์ของ LINE 3.2 บัตรเครดิต/เดบิต: สามารถผูกบัตร Visa, Mastercard, JCB และบัตรเครือข่ายไทยที่รองรับ 👉 วิธีชำระเงินที่เข้าร่วมรายการสำหรับ DM Instagram : janua_thailand • ชำระตรงผ่านเลขที่บัญชีบริษัทเท่านั้น 👉 สถานะคำสั่งซื้อ • จะพิจารณาเฉพาะคำสั่งซื้อที่มี หมายเลขคำสั่งซื้อ ขึ้นโชว์เท่านั้น ⸻ 4. ชื่อผู้รับสินค้า ชื่อ–นามสกุลผู้รับสินค้าต้องตรงกับชื่อจริงในบัตรประชาชนหรือพาสปอร์ต เพื่อใช้ยืนยันสิทธิ์เข้าร่วมกิจกรรม ที่อยู่ในการจัดส่งสินค้าไม่จำเป็นต้องตรงกับบัตรประชาชนหรือพาสปอร์ต ⸻ 5. ระยะเวลาและการจัดส่งสินค้า การจัดส่ง JANUA LIMITED BOX SET จะเริ่มตั้งแต่วันที่ 30 พฤศจิกายน 2568 เป็นต้นไป โดยจะจัดส่งตามลำดับคิวของคำสั่งซื้อที่เข้ามาก่อน–หลัง เพื่อให้ทุกกล่องถูกจัดส่งอย่างครบถ้วนและปลอดภัยที่สุด ⸻ 6. ระบบบันทึกสิทธิ์และการตรวจสอบ สิทธิ์ของผู้สั่งซื้อจะถูกบันทึกโดยอัตโนมัติ ไม่ต้องลงทะเบียนเพิ่มเติม สามารถตรวจสอบจำนวนสิทธิ์ได้หลังคำสั่งซื้อสำเร็จภายใน 2 วัน ผ่านทางเว็บไซต์ 👉 วิธีตรวจสอบสิทธิ์: 1. เข้าเว็บไซต์ 2. กรอกเบอร์โทรศัพท์ที่ใช้ในการสั่งซื้อสินค้า (ต้องเป็นเบอร์เดียวกับในที่อยู่จัดส่ง Box Set) 3. ระบบจะแสดงข้อมูล ชื่อ, ที่อยู่, และจำนวนสิทธิ์ที่ได้รับทันที ⸻ 7. วันที่ประกาศผลผู้โชคดี วันที่ 15 พฤศจิกายน 2568 ผู้โชคดีจาก Campaign 2 จะได้รับสิทธิ์ที่นั่งในโซนหมายเลข 001–250 โดยจะประกาศผ่านทาง เว็บไซต์ X : 𝐉𝐀𝐍𝐔𝐀 Instagram : janua_thailand ⸻ 8. การยืนยันสิทธิ์ ผู้ได้รับสิทธิ์ต้องยืนยันสิทธิ์ของตน ผ่านทาง LINE Official: Janua ภายในวันที่ 15 พฤศจิกายน – 21 พฤศจิกายน 2568 หากไม่ยืนยันสิทธิ์ภายในเวลาที่กำหนด จะถือว่าสละสิทธิ์โดยอัตโนมัติ และทางแบรนด์จะประกาศรายชื่อผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 9. หลักฐานที่ต้องใช้ในวันรายงานตัว ผู้ได้รับสิทธิ์เข้าร่วมอีเวนต์ ต้องนำเอกสารต่อไปนี้มาแสดงเพื่อยืนยันตัวตน : 1. ใบเสร็จการสั่งซื้อสินค้า (ฉบับพิมพ์จากระบบออนไลน์) 2. บัตรประชาชน หรือพาสปอร์ตตัวจริง ที่ตรงกับข้อมูลการลงทะเบียน ⸻ 10. จำนวนสิทธิ์ต่อผู้เข้าร่วม 1. จำกัดสิทธิ์ผู้โชคดี 1 คนต่อ 1 หมายเลขบัตรประชาชนหรือพาสปอร์ตเท่านั้น ไม่สามารถโอนสิทธิ์ให้ผู้อื่น หรือใช้หมายเลขเดียวกันลงทะเบียนซ้ำเพื่อรับสิทธิ์มากกว่า 1 ที่นั่งได้ 2. หากผู้ได้รับสิทธิ์ได้ที่นั่งทั้งใน Campaign 1 และ Campaign 2 จำเป็นต้องสละสิทธิ์ใดสิทธิ์หนึ่ง โดยแจ้งความประสงค์มาที่ LINE Official: Janua ก่อนวันที่ 21 พฤศจิกายน 2568 และทางแบรนด์จะประกาศผู้โชคดีสำรองขึ้นมาแทนในวันที่ 22 พฤศจิกายน 2568 ⸻ 11. เงื่อนไขการยกเลิกและคืนเงิน • ไม่สามารถยกเลิกคำสั่งซื้อหรือขอคืนเงินได้ในทุกกรณี ยกเว้นกรณีที่สินค้าเกิดความเสียหายจากการขนส่ง ซึ่งหากสินค้าเกิดความเสียหายจากขนส่ง ทางแบรนด์จะจัดส่งสินค้าชิ้นใหม่ให้ โดยไม่ให้ยกเลิกคำสั่งซื้อในทุกกรณี • การพิจารณาการคืนสินค้าจะเป็นไปตามเงื่อนไขของแบรนด์เท่านั้น ⸻ 12. การคุ้มครองข้อมูลส่วนบุคคล (PDPA) ข้อมูลส่วนบุคคลของผู้เข้าร่วมกิจกรรม เช่น ชื่อ–นามสกุล หมายเลขโทรศัพท์ และบัตรประชาชนหรือพาสปอร์ต จะถูกเก็บรักษาอย่างปลอดภัย และใช้เพื่อการยืนยันสิทธิ์เท่านั้น โดยจะไม่ถูกเปิดเผยหรือใช้ในวัตถุประสงค์อื่น ⸻ 13. ข้อสงวนสิทธิ์ของแบรนด์ แบรนด์ JANUA ขอสงวนสิทธิ์ในการเปลี่ยนแปลงเงื่อนไข รายละเอียดกิจกรรม หรือกำหนดการต่าง ๆ โดยไม่ต้องแจ้งให้ทราบล่วงหน้า หากเกิดเหตุสุดวิสัยหรือเหตุจำเป็นทางเทคนิค ช่องทางติดต่อสอบถามเพิ่มเติม หากมีข้อสงสัยเกี่ยวกับการสั่งซื้อหรือการร่วมกิจกรรม สามารถติดต่อได้ที่ 📩 LINE Official: Janua 🌐 เว็บไซต์: --------------------------- 💛 Every second in this video represents our passion that we wish everyone could feel. JANUA LIMITED BOX SET (Full Version) is now finally ready for everyone who has been waiting 💛 Get yourself ready! The official sale begins on November 3, 2025. Because the “surprise inside the box” is truly worth the wait. ✨ ⸻ Remarks : 1.Product Details Inside the Box • Mine Wish Limited Edition 50ml – 1 pc (Value: 490 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Mine Wish Festive Design 30ml – 1 pc (Value: 290 THB) • Dreamy Cloud Festive Design 30ml – 1 pc (Value: 290 THB) • Kiss Me More Festive Design 30ml – 1 pc (Value: 290 THB) • Passion Love Festive Design 30ml – 1 pc (Value: 290 THB) • Juicy Mallow New Collection 15ml – 1 pc (Value: 219 THB) • Cotton Cloud New Collection 15ml – 1 pc (Value: 219 THB) • Sugar Bunny New Collection 15ml – 1 pc (Value: 219 THB) • Memory of Sunrise The Exclusive Comeback 30ml – 1 pc (Value: 239 THB) 2.Unreleased Postcards (2 pieces) as follows: • Unreleased Fixed Card (1 piece) • Unreleased Random Card (1 piece, randomly selected from a total of 2 designs) ⸻ Campaign Duration : November 3 – 10, 2025 Winner Announcement : November 15, 2025 Shipping Start Date : From November 30, 2025 onward ⸻ Campaign Rules and Conditions “WE MAKE THE PHENOMENON – JANUA X RENJUN” CAMPAIGN 2 : JANUA LIMITED BOX SET ⸻ 📌 Campaign Details and Rules 1. Lucky Draw Eligibility Every purchase of JANUA LIMITED BOX SET (1,990 THB per box) = 5 Lucky Draw Entries (Increased from the previous condition of 1 box = 1 entry) The amount of product is limited quantities. This price does not include shipping fees. The number of entries will determine your lucky draw chances. It is not based on the highest total purchase amount. There is no purchase limit per person, and order cancellations are not allowed under any circumstances. ⸻ 2. Campaign Period Customers can place their orders from November 3, 2025 – November 10, 2025 (until 23:59). Only orders placed within this period will be eligible for the lucky draw for seat numbers 001–250. Additional Note: Products will remain available until sold out. However, eligibility for the “Lucky Draw to join the event” will apply only to orders placed between November 3 – 10, 2025 (until 23:59). ⸻ 3. Sales Channels Available through 2 official channels only: 1. LINE MY SHOP: 2. Instagram DM: janua_thailand (for international customers only) 👉 Payment Methods for LINE MY SHOP: 1. PromptPay QR: Customers can scan the QR code to make payment. 2. Mobile Banking: Supported through major Thai bank applications such as K PLUS and SCB Easy. 3. LINE Pay 3.1 e-Wallet: Payment via LINE electronic wallet. 3.2 Credit/Debit Card: Supports Visa, Mastercard, JCB, and Thai-issued cards. 👉 Payment Method for Instagram DM (Janua_thailand): • Direct bank transfer to the official company account only. 👉 Order Status: Only orders that display an “order number” will be eligible for participation. ⸻ 4. Recipient Name The recipient’s full name must match the official name on their National ID or Passport for event verification purposes. The shipping address does not need to match the identification document. ⸻ 5. Shipping Schedule Shipment of JANUA LIMITED BOX SET will begin from November 30, 2025 onward, following the order queue chronologically (first come, first served) to ensure that every box is carefully and completely delivered. ⸻ 6. Entry Recording and Verification All purchase entries will be automatically recorded — no additional registration is required. Customers can verify their total entries within 2 days after completing their order via the website 👉 How to check your entries: 1. Visit 2. Enter the phone number used in your order (must be the same as the shipping address). 3. The system will display your name, address, and total number of entries. ⸻ 7. Winner Announcement November 15, 2025 Winners from Campaign 2 will receive seats in Zone Numbers 001–250. The announcement will be made through the following official channels: • Website: • X (Twitter): 𝐉𝐀𝐍𝐔𝐀 • Instagram: janua_thailand ⸻ 8. Confirmation of Rights Winners must confirm their participation via LINE Official: Janua between November 15 – 21, 2025. If the confirmation is not submitted within the specified period, the right to participate will be automatically forfeited. Replacement winners will be announced on November 22, 2025. ⸻ 9. Required Documents on the Event Day Winners must present the following documents for identity verification: • Printed purchase receipt (official online version) • Original National ID card or Passport that matches the registration details ⸻ 10. Number of Seats per Participant 1. Each winner is entitled to only 1 seat per National ID or Passport. Rights cannot be transferred or duplicated for multiple entries using the same ID. 2. If a winner receives seats in both Campaign 1 and Campaign 2, they must choose one campaign to attend and notify LINE Official: Janua before November 21, 2025. Replacement winners will be announced on November 22, 2025. ⸻ 11. Cancellation and Refund Policy • Orders cannot be cancelled or refunded under any circumstances, except in the case of product damage during shipment. If damage occurs during delivery, the brand will resend a new product, but order cancellations will still not be accepted in any case. • All product return evaluations will strictly follow the brand’s policy. ⸻ 12. Personal Data Protection (PDPA) Personal information of participants, including full name, phone number, and national ID or passport number, will be securely stored and used solely for verification purposes. No personal data will be disclosed or used for any other purpose. ⸻ 13. Brand Reservation of Rights JANUA reserves the right to amend campaign conditions, details, or schedules without prior notice in the event of unavoidable circumstances or technical issues. ⸻ For Inquiries or Further Information If you have any questions regarding your order or participation, please contact: 📩 LINE Official: Janua 🌐 Website: #JANUAXRENJUN

𝐉𝐀𝐍𝐔𝐀

379,169 просмотров • 8 месяцев назад

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."
31:16

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."

Ming

22,203 просмотров • 1 месяц назад

Kevin Kelly (Kevin Kelly) has spent more time thinking about the future than almost anyone else. From VR in the 1980s to the blockchain in the 2000s—and now generative AI—Kevin has spent a lifetime journeying to the frontiers of technology, only to return with rich stories about what’s next. Today, as WIRED’s senior maverick, his project for 2025 is to outline what the next century looks like in a world shaped by new technologies like AI and genetic engineering. He’s a personal hero of mine—not to mention a fellow Annie Dillard fan—and it was a privilege to have him on AI & I. We get into: - How you can predict the future. According to Kevin, the draw of new frontiers—from the first edition of Burning Man and remote corners of Asia, to the early days of the internet and AI—isn’t staying at the edge forever; it's returning with a story to tell. - Why history is so important to help you understand the future. To stay grounded while exploring what’s new, Kevin balances the thrill of the future with the wisdom of the past. He pairs AI research with reading about history, and playing with an AI tool by retreating to his workshop to make something with his hands. - From 1,000 true fans to an audience of one. Rather than creating for an audience, Kevin has been using LLMs to explore his own imagination. After realizing that da Vinci, Martin Luther, and Columbus were alive at the same time, he asked ChatGPT to imagine them snowed in at a hotel together, and the prompt spiraled into an epic saga, co-written with AI. But he has no plans to publish it because the joy was in creating something just for himself. - What the history of electricity can teach us about AI. Kevin draws a parallel between AI and the early days of electricity. We could produce electric sparks long before we understood the forces that created them, and now we’re building intelligent machines without really understanding what intelligence is. - Why Kevin sees intelligence as a mosaic—not a monolith. Kevin believes intelligence isn’t a single force, but a compound of many cognitive elements. He draws from Marvin Minsky’s “society of mind”—the theory that the mind is made up of smaller agents working together—and sees echoes of this in the Mixture of Experts architecture used in some models today. - Your competitive advantage is being yourself. Don’t aim to be the best—aim to be the only. Kevin realized that the stories no one else at Wired wanted to write were often the ones he was suited for, and trusting that instinct led to some of his best work. This is a must-watch for anyone who wants to make sense of AI through the lens of history, learn how to spot the future before it arrives, or grew up reading Wired. Watch below! Timestamps: 1. 00:00:50 - Introduction 2. 00:01:10 - Why Dan and Kelly love Annie Dillard 3. 00:12:52 - Learn how to predict the future like Kelly 4. 00:16:10 - What the history of electricity can teach us about AI 5. 00:20:13 - How Kelly thinks about the nature of intelligence 6. 00:25:44 - Kelly's advice on discovering your competitive advantage 7. 00:29:33 - The story of how Kelly assembled a bench of star writers for Wired 8. 00:34:43 - How Kelly used ChatGPT to co-create a book 9. 00:39:12 - Using AI as a mirror for your mind 10. 00:43:43 - What Kelly learned from betting on VR in the 1980s
53:41

Kevin Kelly (Kevin Kelly) has spent more time thinking about the future than almost anyone else. From VR in the 1980s to the blockchain in the 2000s—and now generative AI—Kevin has spent a lifetime journeying to the frontiers of technology, only to return with rich stories about what’s next. Today, as WIRED’s senior maverick, his project for 2025 is to outline what the next century looks like in a world shaped by new technologies like AI and genetic engineering. He’s a personal hero of mine—not to mention a fellow Annie Dillard fan—and it was a privilege to have him on AI & I. We get into: - How you can predict the future. According to Kevin, the draw of new frontiers—from the first edition of Burning Man and remote corners of Asia, to the early days of the internet and AI—isn’t staying at the edge forever; it's returning with a story to tell. - Why history is so important to help you understand the future. To stay grounded while exploring what’s new, Kevin balances the thrill of the future with the wisdom of the past. He pairs AI research with reading about history, and playing with an AI tool by retreating to his workshop to make something with his hands. - From 1,000 true fans to an audience of one. Rather than creating for an audience, Kevin has been using LLMs to explore his own imagination. After realizing that da Vinci, Martin Luther, and Columbus were alive at the same time, he asked ChatGPT to imagine them snowed in at a hotel together, and the prompt spiraled into an epic saga, co-written with AI. But he has no plans to publish it because the joy was in creating something just for himself. - What the history of electricity can teach us about AI. Kevin draws a parallel between AI and the early days of electricity. We could produce electric sparks long before we understood the forces that created them, and now we’re building intelligent machines without really understanding what intelligence is. - Why Kevin sees intelligence as a mosaic—not a monolith. Kevin believes intelligence isn’t a single force, but a compound of many cognitive elements. He draws from Marvin Minsky’s “society of mind”—the theory that the mind is made up of smaller agents working together—and sees echoes of this in the Mixture of Experts architecture used in some models today. - Your competitive advantage is being yourself. Don’t aim to be the best—aim to be the only. Kevin realized that the stories no one else at Wired wanted to write were often the ones he was suited for, and trusting that instinct led to some of his best work. This is a must-watch for anyone who wants to make sense of AI through the lens of history, learn how to spot the future before it arrives, or grew up reading Wired. Watch below! Timestamps: 1. 00:00:50 - Introduction 2. 00:01:10 - Why Dan and Kelly love Annie Dillard 3. 00:12:52 - Learn how to predict the future like Kelly 4. 00:16:10 - What the history of electricity can teach us about AI 5. 00:20:13 - How Kelly thinks about the nature of intelligence 6. 00:25:44 - Kelly's advice on discovering your competitive advantage 7. 00:29:33 - The story of how Kelly assembled a bench of star writers for Wired 8. 00:34:43 - How Kelly used ChatGPT to co-create a book 9. 00:39:12 - Using AI as a mirror for your mind 10. 00:43:43 - What Kelly learned from betting on VR in the 1980s

Dan Shipper 📧

67,864 просмотров • 1 год назад

This is part 2 of a 2 part post (see part 1 here Below is a structured analysis to demonstrate the validity of using buyers of Veritaseum #SmartMetal to buy into and sell compute from globally aggregated cell phone compute pools - directly compeiting with the big guys - Google, Amazon and Microsoft cloud businesses. We discuss estimates, business model propositions, and potential economic outcomes, but first, see my Executive Global Article on Zero Profit Models( and purchase Veritaseum SmartMetal here - Can you really disintermediate the most profitable revnues of t $6.7 trillion worth of technology cloud providers? Well, the fact that it is among, if not the, most profitable of their revenue drivers is a very material clue! Step 1: Estimating the Number of High-End Smartphones Globally As of early 2025, approximately 7.5 billion smartphones are actively used worldwide. Considering that: About 30% of global smartphones are high-end (comparable or superior to an iPhone X; for instance, Samsung Galaxy S22/S23 Ultra, iPhone 16 Pro Max with A18 chips, and Qualcomm Snapdragon 8 Gen 3 or newer). Thus, approximately 2.25 billion high-end smartphones exist today (30% of 7.5B). Step 2: Aggregate Compute Power Estimation (Idle Capacity) Average Computational Capacity per High-End Smartphone: A high-end phone has roughly: CPU: ~1 to 1.5 TFLOPS GPU: ~1.5 to 2 TFLOPS Average Idle Compute per Phone: 1 TFLOPS (CPU) + 1.5 TFLOPS (GPU) = ~2.5 TFLOPS idle. Total Potential Compute Power: 2.25B smartphones × 2.5 TFLOPS each ≈ 5,625,000,000 TFLOPS (5.625 ExaFLOPS) Comparison to Cloud Vendors: Amazon AWS, Microsoft Azure, Google Cloud combined currently deploy approximately ~1 to 2 ExaFLOPS of continuous computing power. Thus, aggregate idle compute power from high-end smartphones (5.625 ExaFLOPS) exceeds the largest cloud vendors combined by at least 2.8x. Step 3: Proposed Business Model ("Zero Margin Trustless Model") Following Middleton’s economic principles, a decentralized marketplace based on his IP (SmartMetal Rounds and patented protocols) would allow individual users to rent their smartphones’ idle compute power. The economics would follow: Revenue Structure: Compute resources provided by phone owners (children, elderly, economically disadvantaged communities) rented to consumers (AI firms, universities, research institutions, enterprises). Offered at 10% above net cost ("as close to free as possible" per the attached article​Executive Global articl…). Revenue Distribution: SmartMetal Owners (phone owners): Receive 20% of net revenue generated. Platform Cost & Overhead: Costs for electricity, network management, and maintenance (approximately 70% of net revenue). Intellectual Property Licensing (Middleton’s IP): A modest licensing fee—around 10% (aligned with Middleton’s zero-margin, IP-licensing-centric model). Step 4: Revenue Estimation Example Assumptions: Average monthly idle compute contribution per phone: 4 hours/day, 30 days = 120 hours/month. Market price for decentralized high-performance computing: approximately $0.10 per TFLOP-hour. Revenue per Smartphone per Month: Compute provided: 2.5 TFLOPS × 120 hrs = 300 TFLOP-hours Revenue at $0.10 per TFLOP-hour: 300 × $0.10 = $30/month per smartphone Aggregate Monthly and Annual Revenue: Monthly revenue (2.25 billion phones): $30 × 2.25B ≈ $67.5 billion Annual revenue potential: $67.5B × 12 months = $810 billion annually Distribution of Annual Revenue: SmartMetal Round Owners (20%): $810B × 20% ≈ $162 billion/year Operational Cost (70%): $810B × 70% ≈ $567 billion/year Middleton IP Licensing (10%): $810B × 10% ≈ $81 billion/year Thus, the total economic benefit is substantial, particularly transformative for economically disadvantaged participants (children, elderly, developing regions). Step 5: Practical Impact & Social Value Impact on Children & Young Adults: Empowerment through earning potential (around $360 annually per child smartphone owner). Practical, intuitive introduction to economics, technology, and entrepreneurship through gamified interfaces and secure, decentralized platforms. Impact on Elderly and Economically Disadvantaged Communities: Significant supplemental income (potentially exceeding many pension plans or assistance programs). Bridging the technology gap, ensuring inclusive participation in global digital economies. Step 6: Strategic Value & Market Positioning Middleton's patented Zero Margin Trustless Model ("ZMTM")​Executive Global articl… creates a highly attractive, low-cost computational offering. Competing directly with incumbent cloud providers: The computational marketplace can massively disrupt cloud computing with lower fees and broader global reach. Leveraging Middleton’s IP and SmartMetal Rounds, it creates defensible competitive barriers and immense value for early adopters. Step 7: Driving Middleton’s Peer-to-Peer Economy As described in Middleton’s vision​Executive Global articl…, this marketplace underpins a global peer-to-peer economy, transforming idle smartphone resources into meaningful economic output. The P2P economy will leverage: AI-driven autonomous economic agents. Secure blockchain-based IP rights enforcement. Economic democratization by redistributing traditional cloud revenues directly to everyday device owners. Summary & Strategic Conclusion Implementing a decentralized compute platform powered by high-end smartphones and Middleton’s patented Zero Margin Trustless Model presents enormous economic potential, far exceeding current major cloud vendors combined. With annual revenues estimated up to $810 billion, and meaningful income distribution to disadvantaged demographics, this innovative model could dramatically reshape the global computational economy, achieve significant social impacts, and provide the backbone for Middleton’s envisioned peer-to-peer decentralized economy.
8:25

This is part 2 of a 2 part post (see part 1 here Below is a structured analysis to demonstrate the validity of using buyers of Veritaseum #SmartMetal to buy into and sell compute from globally aggregated cell phone compute pools - directly compeiting with the big guys - Google, Amazon and Microsoft cloud businesses. We discuss estimates, business model propositions, and potential economic outcomes, but first, see my Executive Global Article on Zero Profit Models( and purchase Veritaseum SmartMetal here - Can you really disintermediate the most profitable revnues of t $6.7 trillion worth of technology cloud providers? Well, the fact that it is among, if not the, most profitable of their revenue drivers is a very material clue! Step 1: Estimating the Number of High-End Smartphones Globally As of early 2025, approximately 7.5 billion smartphones are actively used worldwide. Considering that: About 30% of global smartphones are high-end (comparable or superior to an iPhone X; for instance, Samsung Galaxy S22/S23 Ultra, iPhone 16 Pro Max with A18 chips, and Qualcomm Snapdragon 8 Gen 3 or newer). Thus, approximately 2.25 billion high-end smartphones exist today (30% of 7.5B). Step 2: Aggregate Compute Power Estimation (Idle Capacity) Average Computational Capacity per High-End Smartphone: A high-end phone has roughly: CPU: ~1 to 1.5 TFLOPS GPU: ~1.5 to 2 TFLOPS Average Idle Compute per Phone: 1 TFLOPS (CPU) + 1.5 TFLOPS (GPU) = ~2.5 TFLOPS idle. Total Potential Compute Power: 2.25B smartphones × 2.5 TFLOPS each ≈ 5,625,000,000 TFLOPS (5.625 ExaFLOPS) Comparison to Cloud Vendors: Amazon AWS, Microsoft Azure, Google Cloud combined currently deploy approximately ~1 to 2 ExaFLOPS of continuous computing power. Thus, aggregate idle compute power from high-end smartphones (5.625 ExaFLOPS) exceeds the largest cloud vendors combined by at least 2.8x. Step 3: Proposed Business Model ("Zero Margin Trustless Model") Following Middleton’s economic principles, a decentralized marketplace based on his IP (SmartMetal Rounds and patented protocols) would allow individual users to rent their smartphones’ idle compute power. The economics would follow: Revenue Structure: Compute resources provided by phone owners (children, elderly, economically disadvantaged communities) rented to consumers (AI firms, universities, research institutions, enterprises). Offered at 10% above net cost ("as close to free as possible" per the attached article​Executive Global articl…). Revenue Distribution: SmartMetal Owners (phone owners): Receive 20% of net revenue generated. Platform Cost & Overhead: Costs for electricity, network management, and maintenance (approximately 70% of net revenue). Intellectual Property Licensing (Middleton’s IP): A modest licensing fee—around 10% (aligned with Middleton’s zero-margin, IP-licensing-centric model). Step 4: Revenue Estimation Example Assumptions: Average monthly idle compute contribution per phone: 4 hours/day, 30 days = 120 hours/month. Market price for decentralized high-performance computing: approximately $0.10 per TFLOP-hour. Revenue per Smartphone per Month: Compute provided: 2.5 TFLOPS × 120 hrs = 300 TFLOP-hours Revenue at $0.10 per TFLOP-hour: 300 × $0.10 = $30/month per smartphone Aggregate Monthly and Annual Revenue: Monthly revenue (2.25 billion phones): $30 × 2.25B ≈ $67.5 billion Annual revenue potential: $67.5B × 12 months = $810 billion annually Distribution of Annual Revenue: SmartMetal Round Owners (20%): $810B × 20% ≈ $162 billion/year Operational Cost (70%): $810B × 70% ≈ $567 billion/year Middleton IP Licensing (10%): $810B × 10% ≈ $81 billion/year Thus, the total economic benefit is substantial, particularly transformative for economically disadvantaged participants (children, elderly, developing regions). Step 5: Practical Impact & Social Value Impact on Children & Young Adults: Empowerment through earning potential (around $360 annually per child smartphone owner). Practical, intuitive introduction to economics, technology, and entrepreneurship through gamified interfaces and secure, decentralized platforms. Impact on Elderly and Economically Disadvantaged Communities: Significant supplemental income (potentially exceeding many pension plans or assistance programs). Bridging the technology gap, ensuring inclusive participation in global digital economies. Step 6: Strategic Value & Market Positioning Middleton's patented Zero Margin Trustless Model ("ZMTM")​Executive Global articl… creates a highly attractive, low-cost computational offering. Competing directly with incumbent cloud providers: The computational marketplace can massively disrupt cloud computing with lower fees and broader global reach. Leveraging Middleton’s IP and SmartMetal Rounds, it creates defensible competitive barriers and immense value for early adopters. Step 7: Driving Middleton’s Peer-to-Peer Economy As described in Middleton’s vision​Executive Global articl…, this marketplace underpins a global peer-to-peer economy, transforming idle smartphone resources into meaningful economic output. The P2P economy will leverage: AI-driven autonomous economic agents. Secure blockchain-based IP rights enforcement. Economic democratization by redistributing traditional cloud revenues directly to everyday device owners. Summary & Strategic Conclusion Implementing a decentralized compute platform powered by high-end smartphones and Middleton’s patented Zero Margin Trustless Model presents enormous economic potential, far exceeding current major cloud vendors combined. With annual revenues estimated up to $810 billion, and meaningful income distribution to disadvantaged demographics, this innovative model could dramatically reshape the global computational economy, achieve significant social impacts, and provide the backbone for Middleton’s envisioned peer-to-peer decentralized economy.

Reggie Middleton, Disruptor-in-Chief

14,728 просмотров • 1 год назад

🚨12 HOUR NEWS RECAP 1.⁠ Trump said illegal invasion is killing Europe on his arrival in Scotland for a 5-day UK visit: “You better get your act together, or there will be no more Europe. You have to stop this horrible invasion that is happening across Europe, in many European countries.” 2.⁠ Fighting continued along the Cambodia-Thailand border with at least 32 people killed so far, over 100,000 displaced, and dozens wounded. Malaysia says both sides agreed to a ceasefire but need more time to finalise the details. 3.⁠ Russia hit Sumy, Kharkiv, and Dnipro overnight with a combined missile and drone attack. Zelensky confirmed fatalities and said first responders acted fast - but warned that Ukraine’s drones are already answering. 4.⁠ Ghislaine Maxwell spent 9 closed-door hours with Trump’s DOJ Deputy AG - who also happens to be his former personal lawyer. She got limited immunity, dropped 100 names connected to Epstein, and now her team’s openly shopping for a presidential pardon. Translation: cooperate, protect the right people, and maybe walk free. 5.⁠ Gunmen from the Sunni group Jaish al-Adl stormed a court building in Zahedan, southeastern Iran, killing at least 5 people and injuring 13. 6.⁠ Trump floated the idea of giving Americans a “little rebate” from surging tariff revenue, now hitting $27 billion for June, a 301% spike year over year. The goal: pay down debt, maybe return some cash to lower-income earners. 7.⁠ Falcon 9 lifted off successfully from SLC-40 at Cape Canaveral, carrying 28 Starlink satellites bound for low-Earth orbit. SpaceX continues its streak as the backbone of orbital internet infrastructure. 8.⁠ A federal appeals court struck down Trump’s order to limit birthright citizenship, calling it a direct violation of the 14th Amendment. 9.⁠ Neuralink is now part of a visual prosthetics trial aiming to develop a Smart Bionic Eye using AI. The UCSB-led study hopes to help blind patients recognize faces, read, and navigate - with Neuralink patients to be used “once available.” 10.⁠ Someone doused Conor McGregor’s bar, The Black Forge, with flammable liquid and set it on fire. Firefighters quickly contained the blaze which caused no injuries.
1:35

🚨12 HOUR NEWS RECAP 1.⁠ Trump said illegal invasion is killing Europe on his arrival in Scotland for a 5-day UK visit: “You better get your act together, or there will be no more Europe. You have to stop this horrible invasion that is happening across Europe, in many European countries.” 2.⁠ Fighting continued along the Cambodia-Thailand border with at least 32 people killed so far, over 100,000 displaced, and dozens wounded. Malaysia says both sides agreed to a ceasefire but need more time to finalise the details. 3.⁠ Russia hit Sumy, Kharkiv, and Dnipro overnight with a combined missile and drone attack. Zelensky confirmed fatalities and said first responders acted fast - but warned that Ukraine’s drones are already answering. 4.⁠ Ghislaine Maxwell spent 9 closed-door hours with Trump’s DOJ Deputy AG - who also happens to be his former personal lawyer. She got limited immunity, dropped 100 names connected to Epstein, and now her team’s openly shopping for a presidential pardon. Translation: cooperate, protect the right people, and maybe walk free. 5.⁠ Gunmen from the Sunni group Jaish al-Adl stormed a court building in Zahedan, southeastern Iran, killing at least 5 people and injuring 13. 6.⁠ Trump floated the idea of giving Americans a “little rebate” from surging tariff revenue, now hitting $27 billion for June, a 301% spike year over year. The goal: pay down debt, maybe return some cash to lower-income earners. 7.⁠ Falcon 9 lifted off successfully from SLC-40 at Cape Canaveral, carrying 28 Starlink satellites bound for low-Earth orbit. SpaceX continues its streak as the backbone of orbital internet infrastructure. 8.⁠ A federal appeals court struck down Trump’s order to limit birthright citizenship, calling it a direct violation of the 14th Amendment. 9.⁠ Neuralink is now part of a visual prosthetics trial aiming to develop a Smart Bionic Eye using AI. The UCSB-led study hopes to help blind patients recognize faces, read, and navigate - with Neuralink patients to be used “once available.” 10.⁠ Someone doused Conor McGregor’s bar, The Black Forge, with flammable liquid and set it on fire. Firefighters quickly contained the blaze which caused no injuries.

Mario Nawfal

932,665 просмотров • 11 месяцев назад

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🔋

89,285 просмотров • 2 месяцев назад

What is an Automated Market Maker (AMM)? ************* Notes: The video is attached. Links to the shorts on other platforms are in the second Tweet. Voting on fees using your LP tokens is limited to the 8 biggest LP holders. For auctions, the discount gets you close to 0% but not effectively 0%. The math example couldn’t exist in reality based on G3M. It is just an example to explain the process. ************* Imagine a robot (AMM) that's always ready to help you trade your money (assets) with others on a special online platform (the XRP Ledger's decentralised exchange). This robot doesn’t need to find someone else to take the other side of your trade; it just makes the trade happen using a big pot of money (pool) it manages. How Does it Work? Trading: You can swap one type of money (asset) for another anytime you want, using the robot’s pot of money. The robot uses a special formula to decide the swap rate. Creating a Pool: Anyone can create a new pot of money for two different types of assets if it doesn’t exist yet, or add to an existing one. Rewards for Pool Creators: People who add money to the pot (liquidity providers) get special tokens (LP Tokens) as a thank-you. These tokens can be used to: • Get a share of the money in the pot back, along with some extra (fees collected). • Have a say in changing the robot’s settings, like trading fees. • Bid to get a temporary discount on trading fees. Risks and Rewards: If many people are swapping money and the pot stays balanced, the people who added money to the pot earn some passive income from the fees. But, if the value of the assets changes a lot, they might lose some money. More Technical Bits: Exchange Rate: The robot adjusts the swap rate based on how much each asset has in its pot. If it has a lot of one asset, that asset becomes cheaper to swap. Trading Fees: The robot charges a small fee for each swap, which goes to the people who added money to the pot. Voting on Fees: People with LP Tokens can vote to change the trading fee; the more tokens you have, the more your vote counts. Auction Slot: There’s a special feature where you can bid to get a discount on trading fees for a day. You bid with LP Tokens, and if you win, you (and up to 4 friends) pay no trading fees for 24 hours. LP Tokens: These are special tokens you get for adding money to the pot. They can be traded, used to vote on fees, or redeemed to pull your money out of the pot. Deleting an AMM: If all the money gets pulled out of the pot, the robot (AMM) gets deleted. But, it can be recreated by adding money to the pot again. In a Nutshell: An AMM is like a robot banker that helps people easily swap different types of money using a big shared pot. People who add money to the pot get special tokens and can earn fees from the swaps, but there are some risks if the market changes a lot. They can also vote on settings and bid for fee discounts. If the pot empties, the robot goes away but can be brought back by refilling the pot. Let’s look at an Example: Step 1: Creating a Money Pot with the AMM Robot Alice creates a new money pot (AMM) using the robot. She chooses two types of money: US Dollars (USD) and XRP. She puts in: 1000 USD 10 XRP In this example, we assume an exchange rate of $1 per XRP for easy math. Alice gets special tokens (LP Tokens) from the robot as a thank-you for adding money to the pot. These tokens prove she added money and can be used later to get her money back, plus some extra if the robot earns fees. Step 2: Bob Makes a Swap Bob wants to swap his 100 USD for XRP. He doesn’t have to wait for someone to take his offer; the robot does it instantly using the money in the pot. The robot uses a formula to decide how much XRP Bob gets for his 100 USD, ensuring it's a fair rate based on how much USD and XRP are in the pot. Step 3: Earning Fees The robot charges Bob a small fee, let’s say 1%, for convenience. So, Bob pays 1 USD as a fee, which stays in the pot. Now, the pot has more money than it started with, which is good for Alice because she can earn that extra when she uses her LP Tokens. Step 4: Alice Withdraws Her Money After some time, Alice decides to take her money out of the pot. Thanks to the fees the robot earned from Bob and others, the pot has grown to: 1101 USD 9 XRP Alice uses her LP Tokens to claim her share of the money in the pot. If she puts in 100% of the original money, she gets 100% of what’s in the pot now, including the extra earned from fees. Step 5: Voting and Discounts Alice can also use her LP Tokens to vote on things, like changing the robot’s fee. And, if she wants a discount on fees, she can bid for a special 24-hour discount slot using her LP Tokens. Conclusion In this example, the AMM robot helped Alice earn extra money by providing a convenient way for Bob to swap his USD for XRP. Alice took on some risk by putting her money into the pot, but she earned fees from Bob’s and others’ trades as a reward. Bob enjoyed the convenience of instant, hassle-free trading. And the AMM robot managed it all automatically!
6:08

What is an Automated Market Maker (AMM)? ************* Notes: The video is attached. Links to the shorts on other platforms are in the second Tweet. Voting on fees using your LP tokens is limited to the 8 biggest LP holders. For auctions, the discount gets you close to 0% but not effectively 0%. The math example couldn’t exist in reality based on G3M. It is just an example to explain the process. ************* Imagine a robot (AMM) that's always ready to help you trade your money (assets) with others on a special online platform (the XRP Ledger's decentralised exchange). This robot doesn’t need to find someone else to take the other side of your trade; it just makes the trade happen using a big pot of money (pool) it manages. How Does it Work? Trading: You can swap one type of money (asset) for another anytime you want, using the robot’s pot of money. The robot uses a special formula to decide the swap rate. Creating a Pool: Anyone can create a new pot of money for two different types of assets if it doesn’t exist yet, or add to an existing one. Rewards for Pool Creators: People who add money to the pot (liquidity providers) get special tokens (LP Tokens) as a thank-you. These tokens can be used to: • Get a share of the money in the pot back, along with some extra (fees collected). • Have a say in changing the robot’s settings, like trading fees. • Bid to get a temporary discount on trading fees. Risks and Rewards: If many people are swapping money and the pot stays balanced, the people who added money to the pot earn some passive income from the fees. But, if the value of the assets changes a lot, they might lose some money. More Technical Bits: Exchange Rate: The robot adjusts the swap rate based on how much each asset has in its pot. If it has a lot of one asset, that asset becomes cheaper to swap. Trading Fees: The robot charges a small fee for each swap, which goes to the people who added money to the pot. Voting on Fees: People with LP Tokens can vote to change the trading fee; the more tokens you have, the more your vote counts. Auction Slot: There’s a special feature where you can bid to get a discount on trading fees for a day. You bid with LP Tokens, and if you win, you (and up to 4 friends) pay no trading fees for 24 hours. LP Tokens: These are special tokens you get for adding money to the pot. They can be traded, used to vote on fees, or redeemed to pull your money out of the pot. Deleting an AMM: If all the money gets pulled out of the pot, the robot (AMM) gets deleted. But, it can be recreated by adding money to the pot again. In a Nutshell: An AMM is like a robot banker that helps people easily swap different types of money using a big shared pot. People who add money to the pot get special tokens and can earn fees from the swaps, but there are some risks if the market changes a lot. They can also vote on settings and bid for fee discounts. If the pot empties, the robot goes away but can be brought back by refilling the pot. Let’s look at an Example: Step 1: Creating a Money Pot with the AMM Robot Alice creates a new money pot (AMM) using the robot. She chooses two types of money: US Dollars (USD) and XRP. She puts in: 1000 USD 10 XRP In this example, we assume an exchange rate of $1 per XRP for easy math. Alice gets special tokens (LP Tokens) from the robot as a thank-you for adding money to the pot. These tokens prove she added money and can be used later to get her money back, plus some extra if the robot earns fees. Step 2: Bob Makes a Swap Bob wants to swap his 100 USD for XRP. He doesn’t have to wait for someone to take his offer; the robot does it instantly using the money in the pot. The robot uses a formula to decide how much XRP Bob gets for his 100 USD, ensuring it's a fair rate based on how much USD and XRP are in the pot. Step 3: Earning Fees The robot charges Bob a small fee, let’s say 1%, for convenience. So, Bob pays 1 USD as a fee, which stays in the pot. Now, the pot has more money than it started with, which is good for Alice because she can earn that extra when she uses her LP Tokens. Step 4: Alice Withdraws Her Money After some time, Alice decides to take her money out of the pot. Thanks to the fees the robot earned from Bob and others, the pot has grown to: 1101 USD 9 XRP Alice uses her LP Tokens to claim her share of the money in the pot. If she puts in 100% of the original money, she gets 100% of what’s in the pot now, including the extra earned from fees. Step 5: Voting and Discounts Alice can also use her LP Tokens to vote on things, like changing the robot’s fee. And, if she wants a discount on fees, she can bid for a special 24-hour discount slot using her LP Tokens. Conclusion In this example, the AMM robot helped Alice earn extra money by providing a convenient way for Bob to swap his USD for XRP. Alice took on some risk by putting her money into the pot, but she earned fees from Bob’s and others’ trades as a reward. Bob enjoyed the convenience of instant, hassle-free trading. And the AMM robot managed it all automatically!

Daniel "CEO of the XRPL" Keller

238,435 просмотров • 2 лет назад

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.
1:06

BITCOIN'S "DIGITAL GOLD" NARRATIVE JUST FAILED ITS BIGGEST TEST While gold surged past $5,000 and silver hit record after record... Bitcoin dropped 6% in 2025. Silver is up 138%. Bitcoin? Down 30% from its October high. The "digital gold" thesis is collapsing. But here's what most people are getting wrong about WHY... My good friend Michael Howell at CrossBorder Capital/ GLIndexes nailed it: This isn't a "Great Debasement" trade. If it were, Bitcoin would be celebrating and bonds would be in freefall. Neither is happening. THE REAL DRIVER: CHINA The People's Bank of China has added $1.1T to Chinese money markets over the past year. And they'll likely do the same again this year. This aggressive monetary debasement is pushing Chinese residents into gold as an inflation hedge. You see, Chinese residents are big gold buyers but NOT big Bitcoin buyers. Why? The PBoC banned cryptocurrencies onshore. So when China prints money, it flows into gold, not crypto. And because the Yuan is stable against the dollar (capital controls and trade surplus), changes in the Yuan gold price transmit virtually 1:1 into the US dollar gold price. Bitcoin gets none of this flow. THE LIQUIDITY PROBLEM Michael's research shows something critical: Cryptocurrencies are the most liquidity-sensitive assets on the planet. And Global Liquidity is starting to slow. During the last liquidity downswing from late 2021 through 2022, Bitcoin fell from $65k to under $20k. In the next upswing, it gained over $100k. Now liquidity is peaking again. Bond term premia have stopped rising. Bitcoin is flatlining. The correlation between Global Liquidity and Bitcoin is ironclad. And the cycle is turning against crypto. THE OCTOBER CRASH EXPOSED EVERYTHING On October 10, 2025, Trump's 100% China tariff threat triggered the largest single-day liquidation in crypto history. $19B wiped out in 24 hours. 1.6M accounts blown up. Bitcoin plunged from $126,000 to below $105,000. Order book depth collapsed 98%. This was a stress test And Bitcoin failed. THE "HEDGE" THAT ISN'T During recent geopolitical tensions over Greenland: Gold rose 8.6%. Bitcoin dropped 6.6%. NYDIG found that Bitcoin behaves like an "ATM" during crises. Investors sell it first to raise cash. That's not a hedge. That's a liquidity source. Meanwhile, central banks are buying gold at record levels. They're not touching Bitcoin. THE MINING DEATH SPIRAL Hashprice - the key profitability metric - fell to $35-36 per PH/s/day in November. Below breakeven for most operations. 2025 was the "harshest margin environment of all time." ROI on new mining rigs? 1,000 days. In 2017? Same equipment paid for itself in 3-6 months. AI data centers are outbidding miners for cheap electricity. The squeeze is structural. WHERE THIS IS HEADING Paolo Ardoino, Tether's CEO, said it himself last week: "There are foreign countries buying a lot of gold, and we believe these countries will soon launch tokenized versions of gold as a competitive currency to the US dollar." Gold is being repositioned as foundational collateral beneath a fragmented digital monetary landscape. The BRICS are building gold-backed currencies to accelerate dedollarization. And ironically, the US will use gold-backed stablecoins to DEFEND the dollar's dominance. Gold, forever the bane of the dollar's existence, is being resurrected as its savior. A new monetary age is coming. And Bitcoin isn't part of it. MY TAKE My good friend Michael is right: Monetary debasement is a long-term investment strategy, not a short-term trade. But Bitcoin's cycle is no longer a simple 4 year halving cycle based on supply. It's a complex demand cycle driven by Global Liquidity. And that liquidity is peaking. When Chinese liquidity floods into gold while Bitcoin sits banned on the mainland... When Global Liquidity peaks and crypto flatlines... When the asset fails every stress test thrown at it... There's a serious problem.

George Noble

133,758 просмотров • 5 месяцев назад

This is the majestic Victoria Falls, reduced to boulders and rocks, it is extremely painful to watch. Here, Zambian members of parliament and officials from the country’s central bank inspect the economic effects of the mighty Zambezi River drying up. Why is this important to you and me? Both Zimbabwe and Zambia rely on the Zambezi River for hydroelectricity generated at Lake Kariba, which was built by the colonial Federation of the Rhodesia and Nyasaland government in 1959. Africans must rethink where they want to go and how they will successfully get there, they desperately need good leadership to navigate their way to economic prosperity. The combined population of Zimbabwe and Zambia was 6.7 million people in 1959, today, it is 37.9 million people. Yet, both countries are still using infrastructure designed and built for just 6.7 million people, despite a population increase of 465.67%. I give credit to the Zambians for not hiding this reality, but how did we get here? There has been no substantial investment in power generation infrastructure since the two countries gained independence. This has been caused by corruption, the looting of public funds, incompetence, and general mismanagement. Countries that once had a lower GDP than Zimbabwe, like Singapore, are now light years ahead, despite having far fewer resources. What they have in abundance are capable and patriotic leaders who have put their countries ahead of looting and plunder. The Zambezi River is partly dry because of climate change, but this does not affect only Zambia and Zimbabwe, it affects the entire world, so it can't be an excuse, you evolve with new realities by developing new solutions for your country. The difference is that the rest of the succeeding world has capable leaders who have taken advantage of avant-garde technology like solar which was not yet fully developed in 1959 when Kariba hydro was built. To understand how Zimbabwe and Zambia now lag behind in power generation, which also reflects the state of their economies, Zimbabwe’s maximum power generation capacity is 2,000 megawatts, while Zambia’s is 3,200 megawatts, giving a combined total of 5,200 megawatts for both countries. In comparison, South Africa’s Limpopo province alone generates 8,700 megawatts, surpassing the combined capacity of Zambia and Zimbabwe by 3,500 megawatts. The solutions to this problem are not utopian, they are quite basic and are readily available to any serious patriotic leader or government. It simply requires investment in power generation, such as solar energy and this is being done elsewhere. Countries like Egypt and Morocco are doing this, which is why Egypt is projected to become the largest economy in Africa by 2027. You cannot grow an economy without power, it is fundamental to understand that immutable fact. Over the past decade, Egypt has invested in solar generation plants with a combined capacity of approximately 29,200 megawatts, Egypt's total installed electricity generation capacity is 59,443 megawatts. The 29,200 megawatts solar power it installed in the last ten years includes the 1,800 megawatt Benban Solar Park, 8.2 megawatts from 109 solar system plants across 13 provinces, 19,200 megawatts from renewable energy projects in 2021, and 3,200 megawatts from government projects. In 1980, Egypt’s GDP was US$20 billion, while Zimbabwe’s was US$7.5 billion. Today, Egypt’s GDP has grown to US$348 billion, while Zimbabwe’s remains at just US$23 billion. This shows the impact to an economy if a country doesn’t generate enough electricity, a country cannot grow without power, it is that simple. Despite Zimbabwe’s vast mineral wealth, it is failing to grow because of corrupt and incompetent leadership. We know Zimbabwe has a corrupt president and government, but what about Zambia? Zambian President Hakainde Hichilema inherited a battered economy with a debt of US$18.5 billion. This includes US$11.1 billion in external debt owed to international creditors and US$7.4 billion in domestic debt owed to local institutions. However, Hichilema made a significant error, he failed to effectively communicate these economic challenges to ordinary Zambian citizens because he appointed a hopelessly incompetent information minister, prioritising loyalty over competence. As a result, a discredited former president like Edgar Lungu has real prospects of returning to power, as Hichilema failed to explain that fixing Lungu’s mess would make things tougher before they improve. He is still failing to explain in simple terms that Lungu’s massive debt needed to be restructured and paid before the economy could improve, and that Lungu’s debt was inflated by the looting of public funds, similar to how his ally, Zimbabwean tyrant Emmerson Mnangagwa, uses infrastructure projects like road refurbishment to siphon public resources. If Hichilema loses the election due to the tougher economic environment, it will be his own fault for not effectively communicating with the people about the economic reality he got from Lungu. There were so many opportunities that Hichilema could have seized, especially given the international goodwill he enjoys. However, a combination of arrogance and surrounding himself with unimaginative and incompetent individuals has exacerbated his problems. Both Zambia and Zimbabwe are experiencing 20-hour power cuts because of their failure to invest adequately in power generation over the years. Until they realise that they are relying on a 65-year-old hydroelectric utility designed for only 6.7 million people, despite now having a combined population of 37.9 million, they will continue to suffer from severe power shortages and their economies will remain stagnant because investors need reliable uninterrupted electric power. How can any serious investor go to a country with 20 hours of daily power cuts when they want to run factories that require power 24/7? Their continued failures will give credence to racists like Ian Smith, who claimed that blacks were not yet ready to govern themselves. Yet, we know there are African countries like Rwanda where blacks are governing themselves well. Without power, Zimbabwe and Zambia will remain rag tag economies, and it is time they realise that they must look beyond Kariba and invest in massive power generation. The time for complacency has passed for both Zimbabwe and Zambia. The two countries must recognise that their over-reliance on outdated infrastructure built in 1959 is unsustainable, especially considering their populations have grown by over 465 per cent since that infrastructure was established by the colonial government. To attract serious local and foreign investors and secure economic growth, they need to move towards innovative solutions like solar energy. The world is advancing daily, and without a commitment to modern power generation, both countries risk remaining stagnant, constrained by their own political leadership failures authored through corruption and staggering incompetence. The clarion call to action is very clear for both countries dubbed the siamese twins of Southern Africa. They must invest in the future, embrace technological change, and ensure that the potential of their vast resources is realised for the benefit of their people, rather than for a few corrupt and politically connected individuals. The Zambian president must also understand the importance of communication in this new world of social media and not rely on outdated methods. If he fails to engage with Zambians, the dangerous prospect of a ZANUPF funded Edgar Lungu being elected will become increasingly likely with each passing day. If you want to privately engage me on any issues in this article, email me at hopewell2@post.harvard.edu as I might miss social media inboxes.
2:39

This is the majestic Victoria Falls, reduced to boulders and rocks, it is extremely painful to watch. Here, Zambian members of parliament and officials from the country’s central bank inspect the economic effects of the mighty Zambezi River drying up. Why is this important to you and me? Both Zimbabwe and Zambia rely on the Zambezi River for hydroelectricity generated at Lake Kariba, which was built by the colonial Federation of the Rhodesia and Nyasaland government in 1959. Africans must rethink where they want to go and how they will successfully get there, they desperately need good leadership to navigate their way to economic prosperity. The combined population of Zimbabwe and Zambia was 6.7 million people in 1959, today, it is 37.9 million people. Yet, both countries are still using infrastructure designed and built for just 6.7 million people, despite a population increase of 465.67%. I give credit to the Zambians for not hiding this reality, but how did we get here? There has been no substantial investment in power generation infrastructure since the two countries gained independence. This has been caused by corruption, the looting of public funds, incompetence, and general mismanagement. Countries that once had a lower GDP than Zimbabwe, like Singapore, are now light years ahead, despite having far fewer resources. What they have in abundance are capable and patriotic leaders who have put their countries ahead of looting and plunder. The Zambezi River is partly dry because of climate change, but this does not affect only Zambia and Zimbabwe, it affects the entire world, so it can't be an excuse, you evolve with new realities by developing new solutions for your country. The difference is that the rest of the succeeding world has capable leaders who have taken advantage of avant-garde technology like solar which was not yet fully developed in 1959 when Kariba hydro was built. To understand how Zimbabwe and Zambia now lag behind in power generation, which also reflects the state of their economies, Zimbabwe’s maximum power generation capacity is 2,000 megawatts, while Zambia’s is 3,200 megawatts, giving a combined total of 5,200 megawatts for both countries. In comparison, South Africa’s Limpopo province alone generates 8,700 megawatts, surpassing the combined capacity of Zambia and Zimbabwe by 3,500 megawatts. The solutions to this problem are not utopian, they are quite basic and are readily available to any serious patriotic leader or government. It simply requires investment in power generation, such as solar energy and this is being done elsewhere. Countries like Egypt and Morocco are doing this, which is why Egypt is projected to become the largest economy in Africa by 2027. You cannot grow an economy without power, it is fundamental to understand that immutable fact. Over the past decade, Egypt has invested in solar generation plants with a combined capacity of approximately 29,200 megawatts, Egypt's total installed electricity generation capacity is 59,443 megawatts. The 29,200 megawatts solar power it installed in the last ten years includes the 1,800 megawatt Benban Solar Park, 8.2 megawatts from 109 solar system plants across 13 provinces, 19,200 megawatts from renewable energy projects in 2021, and 3,200 megawatts from government projects. In 1980, Egypt’s GDP was US$20 billion, while Zimbabwe’s was US$7.5 billion. Today, Egypt’s GDP has grown to US$348 billion, while Zimbabwe’s remains at just US$23 billion. This shows the impact to an economy if a country doesn’t generate enough electricity, a country cannot grow without power, it is that simple. Despite Zimbabwe’s vast mineral wealth, it is failing to grow because of corrupt and incompetent leadership. We know Zimbabwe has a corrupt president and government, but what about Zambia? Zambian President Hakainde Hichilema inherited a battered economy with a debt of US$18.5 billion. This includes US$11.1 billion in external debt owed to international creditors and US$7.4 billion in domestic debt owed to local institutions. However, Hichilema made a significant error, he failed to effectively communicate these economic challenges to ordinary Zambian citizens because he appointed a hopelessly incompetent information minister, prioritising loyalty over competence. As a result, a discredited former president like Edgar Lungu has real prospects of returning to power, as Hichilema failed to explain that fixing Lungu’s mess would make things tougher before they improve. He is still failing to explain in simple terms that Lungu’s massive debt needed to be restructured and paid before the economy could improve, and that Lungu’s debt was inflated by the looting of public funds, similar to how his ally, Zimbabwean tyrant Emmerson Mnangagwa, uses infrastructure projects like road refurbishment to siphon public resources. If Hichilema loses the election due to the tougher economic environment, it will be his own fault for not effectively communicating with the people about the economic reality he got from Lungu. There were so many opportunities that Hichilema could have seized, especially given the international goodwill he enjoys. However, a combination of arrogance and surrounding himself with unimaginative and incompetent individuals has exacerbated his problems. Both Zambia and Zimbabwe are experiencing 20-hour power cuts because of their failure to invest adequately in power generation over the years. Until they realise that they are relying on a 65-year-old hydroelectric utility designed for only 6.7 million people, despite now having a combined population of 37.9 million, they will continue to suffer from severe power shortages and their economies will remain stagnant because investors need reliable uninterrupted electric power. How can any serious investor go to a country with 20 hours of daily power cuts when they want to run factories that require power 24/7? Their continued failures will give credence to racists like Ian Smith, who claimed that blacks were not yet ready to govern themselves. Yet, we know there are African countries like Rwanda where blacks are governing themselves well. Without power, Zimbabwe and Zambia will remain rag tag economies, and it is time they realise that they must look beyond Kariba and invest in massive power generation. The time for complacency has passed for both Zimbabwe and Zambia. The two countries must recognise that their over-reliance on outdated infrastructure built in 1959 is unsustainable, especially considering their populations have grown by over 465 per cent since that infrastructure was established by the colonial government. To attract serious local and foreign investors and secure economic growth, they need to move towards innovative solutions like solar energy. The world is advancing daily, and without a commitment to modern power generation, both countries risk remaining stagnant, constrained by their own political leadership failures authored through corruption and staggering incompetence. The clarion call to action is very clear for both countries dubbed the siamese twins of Southern Africa. They must invest in the future, embrace technological change, and ensure that the potential of their vast resources is realised for the benefit of their people, rather than for a few corrupt and politically connected individuals. The Zambian president must also understand the importance of communication in this new world of social media and not rely on outdated methods. If he fails to engage with Zambians, the dangerous prospect of a ZANUPF funded Edgar Lungu being elected will become increasingly likely with each passing day. If you want to privately engage me on any issues in this article, email me at [email protected] as I might miss social media inboxes.

Hopewell Chin’ono

181,425 просмотров • 1 год назад

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

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

WINR

37,891 просмотров • 2 лет назад