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930,350 views • 3 days ago •via X (Twitter)

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We’ve gone critical. At 12:20 am on July 4th, Aalo sustained a controlled fission chain reaction for the first time. We have officially surpassed the goal of President Trump’s Executive Order 14301, achieving 4 advanced nuclear reactor criticalities by America’s 250th birthday. This is a zero-power criticality to validate our supply chain, reactor physics and control systems for our 10 MWe full-powered reactor, the Aalo-X, targeting power operations next year. Everything was built at full scale: fuel, moderator, control systems, etc., so we understand system performance at its commercial scope. That also meant tackling four of the most difficult things in nuclear with this criticality milestone: ✅ Ground-up construction of our reactor facility ✅ Manufacturing the reactor in our factory and shipping them by road ✅ Assembling our own fuel assemblies using commercial UO2 ✅ Standing up training, safety, and operational programs to become our own nuclear operator I am proud to say we have accomplished all four goals, along with achieving criticality. The reactor building was constructed in 36 days and construction to criticality was achieved in under 8 months. That’s the fastest nuclear build in the last 80 years. A massive congratulations to the Aalo Atomics team and our partners. Many thanks to Idaho National Laboratory, the DOE-Idaho Operations Office, and the Office of Nuclear Energy for their immense support in enabling this milestone and dedicated to the American nuclear resurgence.

Yasir Arafat

98,685 views • 12 days ago

So many haters on Strategy and Metaplanet… …but they are denying the mathematical reality that Digital Credit is the best business model on Earth. I just ran a full historical backtest using Metaplanet’s proposed 6% perpetual preferred with 25% amplification and 30,823 BTC in treasury. Here are the results: 118 rolling simulations 118 survived 0 bankruptcies Worst-case scenario STILL paid 98.95% of monthly dividends. Longest suspension streak: ONE MONTH Worst NAV drawdown: –101.29%… and it recovered to +668.05% above starting NAV This is what happens when your business model is: Borrow against the hardest asset in the universe, pay yield from a tiny slice of the treasury, and let Bitcoin do all the heavy lifting. What other business model has: • No customer acquisition cost • No churn • No inventory • No supply chain • No regulatory labyrinth • No marketing • No HR department full of emotional landmines • No physical product • No working capital cycles • No operating complexity • Just Bitcoin + Time = Profit Digital Credit Companies are literally perfect: • Infinite balance sheet scalability • Infinite collateral hardness • Zero marginal cost of capital • Recursively compounding treasury growth • Antifragile to volatility • Survive every hell cycle in history • Perpetual preferreds eliminate bankruptcy risk entirely This is why Saylor is assembling the Strategy Industrial Complex™, and Metaplanet is mutating into the Pacific Strategy Clone™. If Bitcoin had existed 50 years ago, every Fortune 500 company would’ve been a Bitcoin Treasury Credit Company. FEW.

Adam Livingston

65,319 views • 8 months ago