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New coronal mass ejection (likely from the X5.1) is hitting Earth! Current solar wind conditions (20:00 UTC) are: velocity ~800 km/s, density ~20 p/cm^3, interplanetary magnetic field Bt 25 nT & Bz 20 nT. Fast and dense, but the magnetic field isn't connecting to Earths easily

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Stefan Burns

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64,245 Aufrufe • vor 9 Monaten •via X (Twitter)

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WE HAVE IMPACT. The EMP from the solar storm shockwave spiked the interplanetary magnetic field to Bt 87 nT and Bz -32 nT which is INSANE. We're simultaneously in severe G4 geomagnetic and S4 radiation storms. Now the interplanetary magnetic field is at Bt ~35 nT and Bz -23 nT.
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WE HAVE IMPACT. The EMP from the solar storm shockwave spiked the interplanetary magnetic field to Bt 87 nT and Bz -32 nT which is INSANE. We're simultaneously in severe G4 geomagnetic and S4 radiation storms. Now the interplanetary magnetic field is at Bt ~35 nT and Bz -23 nT.

Stefan Burns

745,851 Aufrufe • vor 7 Monaten

A large trans-equatorial hole (dark region) is on the Sun and will blast Earth with high-speed solar wind after connecting to our planet with its magnetic field. Additionally some interesting activity from a sunspot group (4334) just below the coronal hole. Two big shockwave explosions but no CMEs launched outwards according to coronagraph imagery.
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A large trans-equatorial hole (dark region) is on the Sun and will blast Earth with high-speed solar wind after connecting to our planet with its magnetic field. Additionally some interesting activity from a sunspot group (4334) just below the coronal hole. Two big shockwave explosions but no CMEs launched outwards according to coronagraph imagery.

Stefan Burns

20,078 Aufrufe • vor 7 Monaten

A negative polarity trans-equatorial coronal hole is visible on the Sun and will connect to Earth with its magnetic field and high-speed solar wind in ~5-6 days. The last geoeffective coronal hole high-speed-stream impact we had perfectly lined up with the Venezuela earthquake doublet (M7.2 & M7.2) and the M7.2 earthquake that hit Japan on June 24th... With the last 2 weeks being dominated by intense solar flare activity, Earth's ionosphere and global electric circuit is already very highly charged, which suggests that this CH HSS impact could act as a stronger trigger than normal upon critically stressed faults. That said, the coronal hole isn't very wide, so Earth won't be embedded in its solar wind for long. Initial forecast range for a significant bump in global seismic activity from this would be July 9-14th.
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A negative polarity trans-equatorial coronal hole is visible on the Sun and will connect to Earth with its magnetic field and high-speed solar wind in ~5-6 days. The last geoeffective coronal hole high-speed-stream impact we had perfectly lined up with the Venezuela earthquake doublet (M7.2 & M7.2) and the M7.2 earthquake that hit Japan on June 24th... With the last 2 weeks being dominated by intense solar flare activity, Earth's ionosphere and global electric circuit is already very highly charged, which suggests that this CH HSS impact could act as a stronger trigger than normal upon critically stressed faults. That said, the coronal hole isn't very wide, so Earth won't be embedded in its solar wind for long. Initial forecast range for a significant bump in global seismic activity from this would be July 9-14th.

Stefan Burns

39,690 Aufrufe • vor 1 Monat

A large coronal hole located in the northern hemisphere of the Sun has rotated into view. It will be Earth center and then geoeffective in 4 and then ~6 days respectfully. Last time it was located in there ~28 days ago, we observed a burst of global seismic activity (M7.5, M7.3, M7.4) in a short time frame, and there is quite a track record of events linking large Earth-facing coronal holes and high-magnitude earthquakes together. Additionally this coronal hole is a negative polarity meaning its magnetic field easily connects to Earth's magnetic field. This is another important variable. This coronal hole's high-speed-stream will be geoeffective when we're in a convergence of critical planetary geometry (E-Me-Ma-Sa, Me-Sun-Ju, E-V-U, V-Sa-Ne) April 20th (+- 3 days each side) and Comet C/2025 R3 PANSTARRS will be just outside Mercury's orbit for its closest approach to the Sun (perihelion) on April 19th during this convergence. All of these factors together along with numerous outer planet geocentric transits happening as well suggest there's a much higher chance than normal of significant Earth events occurring around this time ~04/20/2026.
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A large coronal hole located in the northern hemisphere of the Sun has rotated into view. It will be Earth center and then geoeffective in 4 and then ~6 days respectfully. Last time it was located in there ~28 days ago, we observed a burst of global seismic activity (M7.5, M7.3, M7.4) in a short time frame, and there is quite a track record of events linking large Earth-facing coronal holes and high-magnitude earthquakes together. Additionally this coronal hole is a negative polarity meaning its magnetic field easily connects to Earth's magnetic field. This is another important variable. This coronal hole's high-speed-stream will be geoeffective when we're in a convergence of critical planetary geometry (E-Me-Ma-Sa, Me-Sun-Ju, E-V-U, V-Sa-Ne) April 20th (+- 3 days each side) and Comet C/2025 R3 PANSTARRS will be just outside Mercury's orbit for its closest approach to the Sun (perihelion) on April 19th during this convergence. All of these factors together along with numerous outer planet geocentric transits happening as well suggest there's a much higher chance than normal of significant Earth events occurring around this time ~04/20/2026.

Stefan Burns

15,447 Aufrufe • vor 4 Monaten

🚨 PARKER SOLAR PROBE JUST FOUND HIGH-ENERGY PARTICLES NEAR THE SUN THAT NO MODEL PREDICTED AND WE DON’T KNOW HOW THEY GOT SO ENERGETIC. During its close passes through the solar corona, NASA’s Parker Solar Probe detected protons accelerated to energies around 400 keV roughly 1,000 times higher than current models of magnetic reconnection at the heliospheric current sheet could explain. The particles appear to be trapped and energized inside magnetic islands that form and merge during reconnection events at the current sheet (the vast surface where the Sun’s magnetic field flips polarity). This mechanism was not expected to produce such high energies so close to the Sun. Why this matters: • It reveals a previously unknown or underestimated source of energetic particles right in the solar corona • Existing models of solar energetic particles have focused mainly on shocks from coronal mass ejections — this suggests reconnection can also be a powerful accelerator • The same process may be contributing more to coronal heating than previously calculated • It has implications for space weather forecasting, since these particles can affect spacecraft and astronauts The deeper implication: Parker is showing us that the physics of the near-Sun environment is more energetic and complex than our models assumed. Magnetic reconnection long known as an important process appears capable of accelerating particles to surprisingly high energies through the merging of magnetic islands. This doesn’t just tweak our understanding of the Sun; it may force revisions in how we model particle acceleration across many astrophysical environments. We’re still in the early stages of understanding what Parker is revealing, but it’s already clear that the corona is more violent and dynamic than we thought. How do you think this discovery might change our models of space weather or solar physics in the coming years? Follow for more updates from Parker Solar Probe and the evolving picture of our Sun.
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🚨 PARKER SOLAR PROBE JUST FOUND HIGH-ENERGY PARTICLES NEAR THE SUN THAT NO MODEL PREDICTED AND WE DON’T KNOW HOW THEY GOT SO ENERGETIC. During its close passes through the solar corona, NASA’s Parker Solar Probe detected protons accelerated to energies around 400 keV roughly 1,000 times higher than current models of magnetic reconnection at the heliospheric current sheet could explain. The particles appear to be trapped and energized inside magnetic islands that form and merge during reconnection events at the current sheet (the vast surface where the Sun’s magnetic field flips polarity). This mechanism was not expected to produce such high energies so close to the Sun. Why this matters: • It reveals a previously unknown or underestimated source of energetic particles right in the solar corona • Existing models of solar energetic particles have focused mainly on shocks from coronal mass ejections — this suggests reconnection can also be a powerful accelerator • The same process may be contributing more to coronal heating than previously calculated • It has implications for space weather forecasting, since these particles can affect spacecraft and astronauts The deeper implication: Parker is showing us that the physics of the near-Sun environment is more energetic and complex than our models assumed. Magnetic reconnection long known as an important process appears capable of accelerating particles to surprisingly high energies through the merging of magnetic islands. This doesn’t just tweak our understanding of the Sun; it may force revisions in how we model particle acceleration across many astrophysical environments. We’re still in the early stages of understanding what Parker is revealing, but it’s already clear that the corona is more violent and dynamic than we thought. How do you think this discovery might change our models of space weather or solar physics in the coming years? Follow for more updates from Parker Solar Probe and the evolving picture of our Sun.

TheNewPhysics

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NASA ARTEMIS II MISSION UPDATE: DAY 7 The crew and the Orion spacecraft are approximately 57,157 km (35,518 mi) from the Moon. They are also about 380,631 km (236,512 mi) from Earth and are traveling at around 2,029 km/h (1,261 mph). The mission is currently 62.3% completed. Yesterday was a very big day for the mission as this culminated in the Lunar Flyby, which included the closest approach to the Moon at a distance of 4,067 km (6,545 mi), occurring at 11:02 UTC (MET+5/00:25). Following this, a record was set for the furthest distance humans had ever traveled from Earth, at a distance of 406,771 km (252,756 mi), which occurred at 23:02 UTC (MET+5/00:27). The crew also witnessed an Earthrise and solar eclipse during this time, before the lunar observation period concluded. Moving on to today's expected events, first up we have the crew wakeup, which is expected to occur at 15:35 UTC (MET+5/17:00). Following this, Orion will exit the lunar sphere of influence, which is expected to occur at 17:25 UTC (MET+5/18:50). Then, after that, will be the Crew Daily Planning Conference (PDC), which will occur at 18:05 UTC (MET+5/19:30). Moving on to the next event after that is PAO: Orion to ISS crew call (audio only), which is expected to happen at 18:40 UTC (MET+5/20:05). Then, following that, will be the Post Lunar flyby science debrief, which will occur at 19:00 UTC (MET+5/20:25). This will then be followed by a crew off-duty period that will start at 19:30 UTC (MET+5/20:55) and will last until 22:20 UTC (MET+5/23:45). Then, after that, will be the Return Trajectory Correction burn #1 (if needed) at 01:03 UTC (MET+6/02:28). And following that will be crew pre sleep at 04:35 UTC (MET+6/06:00), followed by the sleep period at 07:05 UTC (MET+6/08:30). And don't forget, you can tune into our Artemis II Real-Time Tracking 24/7 stream to watch the rest of the mission! NSF Artemis II Real Time Tracking 24/7 | NSF - NASASpaceflight.com
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NASA ARTEMIS II MISSION UPDATE: DAY 7 The crew and the Orion spacecraft are approximately 57,157 km (35,518 mi) from the Moon. They are also about 380,631 km (236,512 mi) from Earth and are traveling at around 2,029 km/h (1,261 mph). The mission is currently 62.3% completed. Yesterday was a very big day for the mission as this culminated in the Lunar Flyby, which included the closest approach to the Moon at a distance of 4,067 km (6,545 mi), occurring at 11:02 UTC (MET+5/00:25). Following this, a record was set for the furthest distance humans had ever traveled from Earth, at a distance of 406,771 km (252,756 mi), which occurred at 23:02 UTC (MET+5/00:27). The crew also witnessed an Earthrise and solar eclipse during this time, before the lunar observation period concluded. Moving on to today's expected events, first up we have the crew wakeup, which is expected to occur at 15:35 UTC (MET+5/17:00). Following this, Orion will exit the lunar sphere of influence, which is expected to occur at 17:25 UTC (MET+5/18:50). Then, after that, will be the Crew Daily Planning Conference (PDC), which will occur at 18:05 UTC (MET+5/19:30). Moving on to the next event after that is PAO: Orion to ISS crew call (audio only), which is expected to happen at 18:40 UTC (MET+5/20:05). Then, following that, will be the Post Lunar flyby science debrief, which will occur at 19:00 UTC (MET+5/20:25). This will then be followed by a crew off-duty period that will start at 19:30 UTC (MET+5/20:55) and will last until 22:20 UTC (MET+5/23:45). Then, after that, will be the Return Trajectory Correction burn #1 (if needed) at 01:03 UTC (MET+6/02:28). And following that will be crew pre sleep at 04:35 UTC (MET+6/06:00), followed by the sleep period at 07:05 UTC (MET+6/08:30). And don't forget, you can tune into our Artemis II Real-Time Tracking 24/7 stream to watch the rest of the mission! NSF Artemis II Real Time Tracking 24/7 | NSF - NASASpaceflight.com

Jake (Max-Q) 🏴󠁧󠁢󠁷󠁬󠁳󠁿

23,025 Aufrufe • vor 4 Monaten

Here is a 3D visualization of the coming solar storm using model parameters from NASA's run, NOAA's run (shown below), and the coronagraph views from STEREO-A/COR2 and SOHO/LASCO. The storm is expected to hit Earth early December 9. The 3D visualization clearly shows the low inclination orientation of the solar slinky core inside the larger storm envelope. Of course, the earlier eruption that erupted to the northeast, might deflect this structure a little bit, but likely that will only make the structure move more towards the ecliptic plane, which will give us a larger chance of crossing through the solar slinky core. One nice thing about low inclination flux rope cores is that they almost ALWAYS have southward field in them at some point. So this is good news for aurora photographers-- as long as this solar storm stays true to its launch trajectory and inclination, we could see some organized southward pointed magnetic field. Considering this solar storm is fast-- that usually indicates the storm will not deviate much from its original launch trajectory! Here is the link to a static frame of the 3D frame visualization so you can fly around it yourself:
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Here is a 3D visualization of the coming solar storm using model parameters from NASA's run, NOAA's run (shown below), and the coronagraph views from STEREO-A/COR2 and SOHO/LASCO. The storm is expected to hit Earth early December 9. The 3D visualization clearly shows the low inclination orientation of the solar slinky core inside the larger storm envelope. Of course, the earlier eruption that erupted to the northeast, might deflect this structure a little bit, but likely that will only make the structure move more towards the ecliptic plane, which will give us a larger chance of crossing through the solar slinky core. One nice thing about low inclination flux rope cores is that they almost ALWAYS have southward field in them at some point. So this is good news for aurora photographers-- as long as this solar storm stays true to its launch trajectory and inclination, we could see some organized southward pointed magnetic field. Considering this solar storm is fast-- that usually indicates the storm will not deviate much from its original launch trajectory! Here is the link to a static frame of the 3D frame visualization so you can fly around it yourself:

Dr. Tamitha Skov

18,461 Aufrufe • vor 8 Monaten

🚨 NASA’S PARKER SOLAR PROBE IS NOW FLYING THROUGH THE SUN. Not orbiting near it. Not observing from a safe distance. It’s actually moving through the Sun’s outer atmosphere the corona at 430,000 mph. Fast enough to cross the entire continental United States in about 20 seconds. Yet the front of the spacecraft is glowing at 2,500°F (hotter than molten lava) while the delicate instruments behind its heat shield remain near room temperature. Why this matters: For decades one of the biggest unsolved mysteries in physics has been the Sun’s corona. It reaches temperatures of millions of degrees while the visible surface below it is far cooler. That’s like standing farther from a campfire and suddenly feeling hotter. Parker is now flying directly through the region where that mystery is born. It’s already revealing: • Strange magnetic “switchbacks” • Unexpected solar wind structures • Jagged boundaries where the Sun’s atmosphere escapes into space • Plasma behavior never seen before in human history The deeper implication is staggering: Everything on Earth depends on the Sun our weather, climate, satellites, power grids, even life itself. Yet we’ve spent most of human history studying it from 93 million miles away. For the first time… we’re touching the atmosphere of a star. What do you think Parker will discover next something expected… or something that forces us to rewrite solar physics entirely? Follow for more frontier physics and cosmic discoveries.
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🚨 NASA’S PARKER SOLAR PROBE IS NOW FLYING THROUGH THE SUN. Not orbiting near it. Not observing from a safe distance. It’s actually moving through the Sun’s outer atmosphere the corona at 430,000 mph. Fast enough to cross the entire continental United States in about 20 seconds. Yet the front of the spacecraft is glowing at 2,500°F (hotter than molten lava) while the delicate instruments behind its heat shield remain near room temperature. Why this matters: For decades one of the biggest unsolved mysteries in physics has been the Sun’s corona. It reaches temperatures of millions of degrees while the visible surface below it is far cooler. That’s like standing farther from a campfire and suddenly feeling hotter. Parker is now flying directly through the region where that mystery is born. It’s already revealing: • Strange magnetic “switchbacks” • Unexpected solar wind structures • Jagged boundaries where the Sun’s atmosphere escapes into space • Plasma behavior never seen before in human history The deeper implication is staggering: Everything on Earth depends on the Sun our weather, climate, satellites, power grids, even life itself. Yet we’ve spent most of human history studying it from 93 million miles away. For the first time… we’re touching the atmosphere of a star. What do you think Parker will discover next something expected… or something that forces us to rewrite solar physics entirely? Follow for more frontier physics and cosmic discoveries.

TheNewPhysics

24,584 Aufrufe • vor 2 Monaten

🚨 SCIENTISTS JUST FOUND AN ANCIENT OCEAN FLOOR WRAPPED AROUND EARTH’S CORE. Using seismic waves recorded by stations buried in Antarctic ice, researchers have created the highest-resolution map yet of the boundary between Earth’s mantle and outer core nearly 3,000 km beneath our feet. They discovered thin but widespread patches of dense material that dramatically slow down seismic waves. The most likely explanation: these are fragments of ancient oceanic crust that sank into the deep mantle long ago and have been moved around by convection currents for hundreds of millions of years. In some places, these structures rise up to five times higher than Mount Everest. Why this matters: • It reveals that Earth’s deep interior is far more complex and dynamic than we thought • These patches likely influence how heat flows from the core into the mantle, which affects mantle convection and volcanic activity • They may also play a role in the behavior of Earth’s magnetic field, which is generated in the outer core • Understanding this boundary helps us better model how our planet has evolved over billions of years The deeper implication: We usually think of the deep Earth as relatively simple layers. This research shows that the core-mantle boundary is more like a rugged, geologically active landscape with ancient “mountains” made of recycled ocean floor. It’s a powerful reminder that Earth is a single, interconnected system what happens at the surface (like plate tectonics) can eventually end up reshaping the deepest parts of our planet, and vice versa. We’re still only beginning to map the true complexity hidden beneath our feet. How do you think discovering ancient ocean crust at the core-mantle boundary changes the way we should think about Earth’s internal dynamics? Follow for more frontier Earth science and discoveries about our planet’s hidden interior.
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🚨 SCIENTISTS JUST FOUND AN ANCIENT OCEAN FLOOR WRAPPED AROUND EARTH’S CORE. Using seismic waves recorded by stations buried in Antarctic ice, researchers have created the highest-resolution map yet of the boundary between Earth’s mantle and outer core nearly 3,000 km beneath our feet. They discovered thin but widespread patches of dense material that dramatically slow down seismic waves. The most likely explanation: these are fragments of ancient oceanic crust that sank into the deep mantle long ago and have been moved around by convection currents for hundreds of millions of years. In some places, these structures rise up to five times higher than Mount Everest. Why this matters: • It reveals that Earth’s deep interior is far more complex and dynamic than we thought • These patches likely influence how heat flows from the core into the mantle, which affects mantle convection and volcanic activity • They may also play a role in the behavior of Earth’s magnetic field, which is generated in the outer core • Understanding this boundary helps us better model how our planet has evolved over billions of years The deeper implication: We usually think of the deep Earth as relatively simple layers. This research shows that the core-mantle boundary is more like a rugged, geologically active landscape with ancient “mountains” made of recycled ocean floor. It’s a powerful reminder that Earth is a single, interconnected system what happens at the surface (like plate tectonics) can eventually end up reshaping the deepest parts of our planet, and vice versa. We’re still only beginning to map the true complexity hidden beneath our feet. How do you think discovering ancient ocean crust at the core-mantle boundary changes the way we should think about Earth’s internal dynamics? Follow for more frontier Earth science and discoveries about our planet’s hidden interior.

TheNewPhysics

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🚨SCIENCE NEWS🚨: We’re no longer pushing electrons around wires — we’re learning to whisper directly to the sea’s own spins.🧨 Scientists just figured out how to control magnetism at the atomic level by manipulating individual electron spin patterns and creating stable magnetic whirlpools called skyrmions. These tiny structures can store and move data with almost zero energy, promising faster computers, ultra-dense memory, and a fundamental shift from charge-based electronics to pure spin-based technology. Uniphics already sees this as natural behavior of the ξM-field sea. Every particle is a bound gyrotron made from exactly three spin quanta whose rotations create coherent waves. When those waves form stable, self-sustaining patterns (exactly like the skyrmions now being engineered), they minimize local bound energy density through the negentropy drive. The surrounding unbound energy in the sea always repels itself, so any local spin configuration is naturally stabilized or moved by tiny density gradients. No extra materials or high-power circuits are fundamentally required — the sea itself carries and preserves the information as propagating spin waves. Chrono-coils — three orthogonal toroidal rings with golden-ratio windings and Fibonacci pulsing — let us engineer controlled low-density regions right now, tuning the time flow and stabilizing these spin patterns even more efficiently while harvesting vacuum energy through negentropy relaxation. The same three pillars that flatten galactic rotation curves at 220 km/s without dark matter and thin the cosmos without dark energy also make atomic-scale spin engineering straightforward. We don’t have to invent new physics to build spintronics; we only have to work with the sea that is already doing it everywhere. How soon do you think computing changes when we stop fighting electrons and start sailing the sea’s own spin waves? A Theory of Everything should be able to answer everything. Uniphics Explained Simply PDF: Chapters 1–10 free: Grokipedia: Grok xAI Elon Musk #Uniphics #Spintronics #Skyrmions #TheoryOfEverything
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🚨SCIENCE NEWS🚨: We’re no longer pushing electrons around wires — we’re learning to whisper directly to the sea’s own spins.🧨 Scientists just figured out how to control magnetism at the atomic level by manipulating individual electron spin patterns and creating stable magnetic whirlpools called skyrmions. These tiny structures can store and move data with almost zero energy, promising faster computers, ultra-dense memory, and a fundamental shift from charge-based electronics to pure spin-based technology. Uniphics already sees this as natural behavior of the ξM-field sea. Every particle is a bound gyrotron made from exactly three spin quanta whose rotations create coherent waves. When those waves form stable, self-sustaining patterns (exactly like the skyrmions now being engineered), they minimize local bound energy density through the negentropy drive. The surrounding unbound energy in the sea always repels itself, so any local spin configuration is naturally stabilized or moved by tiny density gradients. No extra materials or high-power circuits are fundamentally required — the sea itself carries and preserves the information as propagating spin waves. Chrono-coils — three orthogonal toroidal rings with golden-ratio windings and Fibonacci pulsing — let us engineer controlled low-density regions right now, tuning the time flow and stabilizing these spin patterns even more efficiently while harvesting vacuum energy through negentropy relaxation. The same three pillars that flatten galactic rotation curves at 220 km/s without dark matter and thin the cosmos without dark energy also make atomic-scale spin engineering straightforward. We don’t have to invent new physics to build spintronics; we only have to work with the sea that is already doing it everywhere. How soon do you think computing changes when we stop fighting electrons and start sailing the sea’s own spin waves? A Theory of Everything should be able to answer everything. Uniphics Explained Simply PDF: Chapters 1–10 free: Grokipedia: Grok xAI Elon Musk #Uniphics #Spintronics #Skyrmions #TheoryOfEverything

Paul Maley

15,949 Aufrufe • vor 4 Monaten

🚨 Aurora Alert! 🚨 Hey everyone, a Coronal Mass Ejection (CME) from the Sun is heading our way, potentially sparking strong aurora displays tonight into tomorrow (Nov 7-8). NOAA predicts arrival of the CME around midnight UTC on Nov 7, but add +/- 7 hours for uncertainty. The CME we are concerned with specifically launched due to an M7.4 CME produced by AR 4274. In coronagraph imagery, a full halo eruption iswasclearly seen. This is how we know this particular eruption is coming at us. When it will hit and how strong it will be are not things we can predict until we see the shockwave detected by satellites close to Earth (ACE, DSCOVR at the L1 point). The forecast shows possible G3 storming, and there are multiple CMEs on the way besides the main arrival around midnight on Nov 7. There is also a coronal hole that may enhance and add additional complexity to the situation, affecting arrival times of the CME(s). Conditions need to align for the best-case scenario to play out. The CME needs to hit (most models have a high % chance of this happening, but you never know), and the Bz needs to be southward for some time for conditions to ramp up. The auroral ovals may expand to lower latitudes, and chasers above the 45th parallel may see auroras all night long. During substorms, the aurora "explodes" across the sky and becomes bright and tall. These explosive bursts push the northern lights higher in the sky, making them appear further equatorward. Download my free e-book and check my blog for substorm info: E-book: Substorms: Your aurora apps will likely not tell you when a substorm is occuring, but these times are VERY important since we have a full moon. Without a substorm, you may not be able to see the aurora well. To track substorm activity, I use the GOES magnetometers. I have a tutorial about how to use these data on my website: . A few aurora apps/websites may help you track substorms. For example, the Glendale App issues alerts when substorms are occuring: . This app has a bit of a steeper learning curve compared to others, but it provides useful alerts for catching brief intensifications of aurora. I also like Norlys ( and Aurora Notice ( Webcams are probably the MOST helpful resources, though. I have a large list of cameras all around the world and the northern U.S. on my website: . If you see the aurora on a webcam near you, it is out at your location, too. The Maine webcam in particular is great to get a "feel" for how aurora might shape up across the Lower 48. I always have that one pulled up as sun sets on the east coast to see if aurora can immediately be seen on the northern horizon. Keep following for more updates on this event. I am at a workshop today until 5 pm MST then traveling back to Calgary on my way to the Aurora Summit, so be patient with my updates. I am working as fast as I can :) Thanks!
0:16

🚨 Aurora Alert! 🚨 Hey everyone, a Coronal Mass Ejection (CME) from the Sun is heading our way, potentially sparking strong aurora displays tonight into tomorrow (Nov 7-8). NOAA predicts arrival of the CME around midnight UTC on Nov 7, but add +/- 7 hours for uncertainty. The CME we are concerned with specifically launched due to an M7.4 CME produced by AR 4274. In coronagraph imagery, a full halo eruption iswasclearly seen. This is how we know this particular eruption is coming at us. When it will hit and how strong it will be are not things we can predict until we see the shockwave detected by satellites close to Earth (ACE, DSCOVR at the L1 point). The forecast shows possible G3 storming, and there are multiple CMEs on the way besides the main arrival around midnight on Nov 7. There is also a coronal hole that may enhance and add additional complexity to the situation, affecting arrival times of the CME(s). Conditions need to align for the best-case scenario to play out. The CME needs to hit (most models have a high % chance of this happening, but you never know), and the Bz needs to be southward for some time for conditions to ramp up. The auroral ovals may expand to lower latitudes, and chasers above the 45th parallel may see auroras all night long. During substorms, the aurora "explodes" across the sky and becomes bright and tall. These explosive bursts push the northern lights higher in the sky, making them appear further equatorward. Download my free e-book and check my blog for substorm info: E-book: Substorms: Your aurora apps will likely not tell you when a substorm is occuring, but these times are VERY important since we have a full moon. Without a substorm, you may not be able to see the aurora well. To track substorm activity, I use the GOES magnetometers. I have a tutorial about how to use these data on my website: . A few aurora apps/websites may help you track substorms. For example, the Glendale App issues alerts when substorms are occuring: . This app has a bit of a steeper learning curve compared to others, but it provides useful alerts for catching brief intensifications of aurora. I also like Norlys ( and Aurora Notice ( Webcams are probably the MOST helpful resources, though. I have a large list of cameras all around the world and the northern U.S. on my website: . If you see the aurora on a webcam near you, it is out at your location, too. The Maine webcam in particular is great to get a "feel" for how aurora might shape up across the Lower 48. I always have that one pulled up as sun sets on the east coast to see if aurora can immediately be seen on the northern horizon. Keep following for more updates on this event. I am at a workshop today until 5 pm MST then traveling back to Calgary on my way to the Aurora Summit, so be patient with my updates. I am working as fast as I can :) Thanks!

Vincent Ledvina

24,437 Aufrufe • vor 9 Monaten

Russia is striking Kharkiv more often and with increasing intensity. Reasons for that: ◾️ Russia has not solved its problems on the frontlines. Our soldiers are in dire conditions, but they hold the defense in Kharkiv region and inflict colossal losses to the enemy; ◾️ The Kremlin wants to achieve humanitarian crisis and panic in Kharkiv; ◾️ Ukraine cannot drive away Russian aviation and reach the rocket launchers on the ground because they are on the territory of the Russian Federation. 🔹 How the situation may change: ◾️ Until now, the main direction for the Russian army has been the Donetsk region; ◾️ Kharkiv and (potentially) Sumy direction was seen as a way to distract and disperse the AFU forces; ◾️ but it is in Kharkiv that the enemy has a colossal advantage. And it is as follows: ‼️ Ukraine is not allowed to strike Russian territory with Western weapons. This is a huge dilemma for Ukraine: ⚡️ The more Western long-range means the Ukrainian army gets, the more reasons the Russians have to shift their focus to Kharkiv. This is how they can quietly amass troops and attack from the air without us being able to strike back. ◾️In Donbas, any enemy unit and its rear and logistics can be reached at a depth of up to 160 km, and even further in Crimea. But to the north of Kharkiv, it is only 20-25 km. ◾️ Over the border, the Russian army can be attacked with a very limited arsenal of means. ◾️ Our troops can use all means against the Russians only in a 25 km stretch, and all logistics of the Russians are de facto protected by the political decisions of the Western partners. In Kharkiv now, Shahed drones and missiles are hitting everywhere. About 400 thousand people live in the most dangerous zone. These are residential areas. 🔹 What is happening now: ◾️ Russians are trying to spread panic among these hundreds of thousands of people; ◾️ Kharkiv residents are not panicking and Kharkiv stands tall. This allows less resources from other areas to be brought in for defense than would otherwise be necessary; ◾️ The more stable Kharkiv is, the more Ukrainian forces can be directed to Donbas and Zaporizhzhia. The opposite is true as well; ◾️ Russians will not be able to seize Kharkiv. But they will be able to make people's lives there unbearable and gradually destroy the city. ‼️ So, there needs to be a change in political attitudes in the West. It's about two things: 1️⃣ Perrmission to strike Russian territory, at least at a distance of 100 km. 2️⃣ Air defense and Western aviation as part of air defense. If Russian aviation is driven away from Kharkiv, then even in conditions of missile fire, the city will be a pillar of defense. And the Russians will achieve nothing. Now, the AFU resembles a boxer with his hands tied behind his back. Ukraine's hands must be untied for us to be able to defend ourselves!
0:12

Russia is striking Kharkiv more often and with increasing intensity. Reasons for that: ◾️ Russia has not solved its problems on the frontlines. Our soldiers are in dire conditions, but they hold the defense in Kharkiv region and inflict colossal losses to the enemy; ◾️ The Kremlin wants to achieve humanitarian crisis and panic in Kharkiv; ◾️ Ukraine cannot drive away Russian aviation and reach the rocket launchers on the ground because they are on the territory of the Russian Federation. 🔹 How the situation may change: ◾️ Until now, the main direction for the Russian army has been the Donetsk region; ◾️ Kharkiv and (potentially) Sumy direction was seen as a way to distract and disperse the AFU forces; ◾️ but it is in Kharkiv that the enemy has a colossal advantage. And it is as follows: ‼️ Ukraine is not allowed to strike Russian territory with Western weapons. This is a huge dilemma for Ukraine: ⚡️ The more Western long-range means the Ukrainian army gets, the more reasons the Russians have to shift their focus to Kharkiv. This is how they can quietly amass troops and attack from the air without us being able to strike back. ◾️In Donbas, any enemy unit and its rear and logistics can be reached at a depth of up to 160 km, and even further in Crimea. But to the north of Kharkiv, it is only 20-25 km. ◾️ Over the border, the Russian army can be attacked with a very limited arsenal of means. ◾️ Our troops can use all means against the Russians only in a 25 km stretch, and all logistics of the Russians are de facto protected by the political decisions of the Western partners. In Kharkiv now, Shahed drones and missiles are hitting everywhere. About 400 thousand people live in the most dangerous zone. These are residential areas. 🔹 What is happening now: ◾️ Russians are trying to spread panic among these hundreds of thousands of people; ◾️ Kharkiv residents are not panicking and Kharkiv stands tall. This allows less resources from other areas to be brought in for defense than would otherwise be necessary; ◾️ The more stable Kharkiv is, the more Ukrainian forces can be directed to Donbas and Zaporizhzhia. The opposite is true as well; ◾️ Russians will not be able to seize Kharkiv. But they will be able to make people's lives there unbearable and gradually destroy the city. ‼️ So, there needs to be a change in political attitudes in the West. It's about two things: 1️⃣ Perrmission to strike Russian territory, at least at a distance of 100 km. 2️⃣ Air defense and Western aviation as part of air defense. If Russian aviation is driven away from Kharkiv, then even in conditions of missile fire, the city will be a pillar of defense. And the Russians will achieve nothing. Now, the AFU resembles a boxer with his hands tied behind his back. Ukraine's hands must be untied for us to be able to defend ourselves!

Anton Gerashchenko

707,406 Aufrufe • vor 2 Jahren

AI creations are becoming more impressive, but the most interesting part is often what happens behind the scenes. Higgsfield has open-sourced its Originals, giving creators access to the prompts, references, and workflows behind these AI films. Now you can see how these creations come together, explore the process, and learn from the techniques behind them. Prompt for this video: Style: 8K IMAX, traditional hand-drawn 2D animation, animated on twos at 12 frames per second — each drawing held for two frames then replaced, choppy stepped motion cadence, visible pose-to-pose timing, distinct keyframe drawings with no smooth in-between interpolation, hand-painted oil-brush texture on every drawing, brushstrokes shifting and redrawn from frame to frame, line jitter and boil between frames. No 3D render, no game engine, no CGI smoothness. The 12 principles of animation throughout: anticipation, squash and stretch, follow-through and overlapping action, slow in/slow out, arcs, secondary action, exaggeration, solid drawing — applied to every element including wolf bodies, clothing, breath, and snow particles. Cinematography: Lubezki / Deakins. Aggressively handheld inside the scene — constant restless shake and jitter every frame, jerky bounce, frame buffeted sideways by gusts, sharp reframing jolts, breathing sway. Horizon never perfectly level. Never gimbal-smooth, never tripod, never dolly, never crane, never aerial. Wide anamorphic approximately 24mm. Shallow depth of field. Camera eye level or below. CHARACTER REFERENCE IS ABSOLUTE — faces and designs from reference images exactly 1-to-1. Reference always overrides text description. CHARACTER TAGS: - THE MOTHER = woman from >>. Bundle clamped to her chest in one arm, the bundle a dark non-glowing shape, faint pale grey breath vapor torn off by the wind, no glow. - THE TODDLER = small girl from >>. Name Umai. - THE WOLVES = animals from >>. Each wolf stands roughly half a human's height at the shoulder. Body length from head to tail equals approximately one full human height. Large, heavy, and low to the ground. - THE FOREST = location from >>. Lighting: no light source, no moon, no stars, no rim light, no contre-jour, no key light. Flat dim diffuse ambient grey-white glow only — no direction, no gradient shading. Flat painted shapes. All forms read as dark silhouettes or mid-grey against white atmosphere. Atmosphere: violent blizzard continuous every frame. Snow driven horizontally. Visibility approximately 3 meters. Rolling white-out waves sweeping the lens. Wind never drops. Hair and robe ends stream sideways with full follow-through and overlapping action. Audio: dominant roaring blizzard wind. THE MOTHER's trembling breath close. Distant low wolf howl buried under wind, barely audible in Shot 2D. No dialogue. No music. No subtitles. SHOT 2C — EXTREME CLOSE-UP handheld on THE MOTHER's eyes. Duration: 3 seconds. COMPOSITION: asymmetric — forbidden: any centered or symmetric framing. One eye occupies the left two-thirds of frame. The other eye cut by the right frame edge — only the inner corner visible. Slight Dutch angle tilt. Lashes ice-crusted and heavy. Whites faintly red-veined from cold and wind. Main eye narrowed, gazing off-screen into far distance below frame. ACTION on twos: eyeball in micro left-right tracking movement — pause — pupils contract sharply — the instant of recognition — eyelids flutter slightly in two held frames — jaw corner tightens off-frame, visible only as a tension in the cheek — breath vapor drifts across the lower corner of frame, torn sideways by wind. Constant handheld micro-shake throughout. A rolling wave of buran briefly obscures the frame. Animated on twos. HARD CUT TO SHOT 2D — WIDE SHOT handheld — wolf pack as shadow mass — distance mode. Duration: approx. 8 seconds. COMPOSITION: asymmetric — forbidden: centered framing. Camera positioned within the tree line, offset to the left. Dense tree trunks occupy and crowd the right third of frame. Open space to the left. Depth axis shifted right, not centered. Wolf pack drives into frame from the lower right — mass heaviest on the right side, left edge showing only sparse fringe and trailing edge. THE PACK — approximately two hundred wolves. They do not exist as individual animals. NOT smoke, NOT mist, NOT vapor — the pack has mass, weight, and momentum. The entire pack moves as a single body of dark water surging downhill — liquid with density and pressure behind it, not diffuse or drifting. It is also shadow: it swallows light rather than reflects it, leaving a presence darker than everything around it in the flat grey-white atmosphere. Water and shadow — these two qualities together, never smoke. Movement pace: swift and relentless — faster than expected for something so massive, the speed of a flash flood or a river breaking its banks, not slow and rolling. The mass covers ground urgently, with weight and velocity combined. Mass density clearly differentiated: the core is near-opaque dense black like deep water — solid, heavy, light-swallowing — toward the edges it thins like water spreading at its margins, individual silhouettes briefly legible at the fringe then reabsorbed into the core. The edge is not soft or diffuse like smoke — it is the ragged turbulent edge of moving water. Large waves and small waves alternating with speed: heavy large waves surge and crest — small fast wave-crests explode between them. White teeth are the only thing in frame that does not belong to the shadow — solid, material, flashing simultaneously at multiple points as wave-crests break, then swallowed back. Skull outlines breach the surface and are pulled under like objects in fast current. Charcoal black with deep navy-blue sheen. Amber-yellow eye-points ignite in clusters in the darkness then extinguish in batches like bioluminescence in black water. Black water flood pours between the tree trunks — trunks submerged by black then re-emerging as the mass passes. Contrast: white blizzard / black wolf mass — white fear, black death. Camera near-still, breathing micro-shake only — as if the observer has instinctively stopped breathing. Animated on twos. Constraints: wolf pack is NEVER smoke, mist, or vapor — it has mass, weight, density, and speed — it is water and shadow. Wolf pack is NEVER a collection of individually animated animals — always a single fluid mass. DISTANCE MODE: mass coherence is absolute, individual wolves do not detach or become readable as separate figures. White teeth are the ONLY non-shadow element within the pack mass. Amber-yellow eye-points appear and extinguish in clusters, never individually. No warm light source anywhere in any frame. No rim light, no backlight, no moonlight — flat grey-white diffuse ambient only. No amber glow from forest reference applied. Camera handheld throughout — never stabilized, never smooth. Animated on twos throughout, no interpolation. 11 seconds total. 12fps. 8K. No music. SFX only. No subtitles. No 3D.
0:15

AI creations are becoming more impressive, but the most interesting part is often what happens behind the scenes. Higgsfield has open-sourced its Originals, giving creators access to the prompts, references, and workflows behind these AI films. Now you can see how these creations come together, explore the process, and learn from the techniques behind them. Prompt for this video: Style: 8K IMAX, traditional hand-drawn 2D animation, animated on twos at 12 frames per second — each drawing held for two frames then replaced, choppy stepped motion cadence, visible pose-to-pose timing, distinct keyframe drawings with no smooth in-between interpolation, hand-painted oil-brush texture on every drawing, brushstrokes shifting and redrawn from frame to frame, line jitter and boil between frames. No 3D render, no game engine, no CGI smoothness. The 12 principles of animation throughout: anticipation, squash and stretch, follow-through and overlapping action, slow in/slow out, arcs, secondary action, exaggeration, solid drawing — applied to every element including wolf bodies, clothing, breath, and snow particles. Cinematography: Lubezki / Deakins. Aggressively handheld inside the scene — constant restless shake and jitter every frame, jerky bounce, frame buffeted sideways by gusts, sharp reframing jolts, breathing sway. Horizon never perfectly level. Never gimbal-smooth, never tripod, never dolly, never crane, never aerial. Wide anamorphic approximately 24mm. Shallow depth of field. Camera eye level or below. CHARACTER REFERENCE IS ABSOLUTE — faces and designs from reference images exactly 1-to-1. Reference always overrides text description. CHARACTER TAGS: - THE MOTHER = woman from >>. Bundle clamped to her chest in one arm, the bundle a dark non-glowing shape, faint pale grey breath vapor torn off by the wind, no glow. - THE TODDLER = small girl from >>. Name Umai. - THE WOLVES = animals from >>. Each wolf stands roughly half a human's height at the shoulder. Body length from head to tail equals approximately one full human height. Large, heavy, and low to the ground. - THE FOREST = location from >>. Lighting: no light source, no moon, no stars, no rim light, no contre-jour, no key light. Flat dim diffuse ambient grey-white glow only — no direction, no gradient shading. Flat painted shapes. All forms read as dark silhouettes or mid-grey against white atmosphere. Atmosphere: violent blizzard continuous every frame. Snow driven horizontally. Visibility approximately 3 meters. Rolling white-out waves sweeping the lens. Wind never drops. Hair and robe ends stream sideways with full follow-through and overlapping action. Audio: dominant roaring blizzard wind. THE MOTHER's trembling breath close. Distant low wolf howl buried under wind, barely audible in Shot 2D. No dialogue. No music. No subtitles. SHOT 2C — EXTREME CLOSE-UP handheld on THE MOTHER's eyes. Duration: 3 seconds. COMPOSITION: asymmetric — forbidden: any centered or symmetric framing. One eye occupies the left two-thirds of frame. The other eye cut by the right frame edge — only the inner corner visible. Slight Dutch angle tilt. Lashes ice-crusted and heavy. Whites faintly red-veined from cold and wind. Main eye narrowed, gazing off-screen into far distance below frame. ACTION on twos: eyeball in micro left-right tracking movement — pause — pupils contract sharply — the instant of recognition — eyelids flutter slightly in two held frames — jaw corner tightens off-frame, visible only as a tension in the cheek — breath vapor drifts across the lower corner of frame, torn sideways by wind. Constant handheld micro-shake throughout. A rolling wave of buran briefly obscures the frame. Animated on twos. HARD CUT TO SHOT 2D — WIDE SHOT handheld — wolf pack as shadow mass — distance mode. Duration: approx. 8 seconds. COMPOSITION: asymmetric — forbidden: centered framing. Camera positioned within the tree line, offset to the left. Dense tree trunks occupy and crowd the right third of frame. Open space to the left. Depth axis shifted right, not centered. Wolf pack drives into frame from the lower right — mass heaviest on the right side, left edge showing only sparse fringe and trailing edge. THE PACK — approximately two hundred wolves. They do not exist as individual animals. NOT smoke, NOT mist, NOT vapor — the pack has mass, weight, and momentum. The entire pack moves as a single body of dark water surging downhill — liquid with density and pressure behind it, not diffuse or drifting. It is also shadow: it swallows light rather than reflects it, leaving a presence darker than everything around it in the flat grey-white atmosphere. Water and shadow — these two qualities together, never smoke. Movement pace: swift and relentless — faster than expected for something so massive, the speed of a flash flood or a river breaking its banks, not slow and rolling. The mass covers ground urgently, with weight and velocity combined. Mass density clearly differentiated: the core is near-opaque dense black like deep water — solid, heavy, light-swallowing — toward the edges it thins like water spreading at its margins, individual silhouettes briefly legible at the fringe then reabsorbed into the core. The edge is not soft or diffuse like smoke — it is the ragged turbulent edge of moving water. Large waves and small waves alternating with speed: heavy large waves surge and crest — small fast wave-crests explode between them. White teeth are the only thing in frame that does not belong to the shadow — solid, material, flashing simultaneously at multiple points as wave-crests break, then swallowed back. Skull outlines breach the surface and are pulled under like objects in fast current. Charcoal black with deep navy-blue sheen. Amber-yellow eye-points ignite in clusters in the darkness then extinguish in batches like bioluminescence in black water. Black water flood pours between the tree trunks — trunks submerged by black then re-emerging as the mass passes. Contrast: white blizzard / black wolf mass — white fear, black death. Camera near-still, breathing micro-shake only — as if the observer has instinctively stopped breathing. Animated on twos. Constraints: wolf pack is NEVER smoke, mist, or vapor — it has mass, weight, density, and speed — it is water and shadow. Wolf pack is NEVER a collection of individually animated animals — always a single fluid mass. DISTANCE MODE: mass coherence is absolute, individual wolves do not detach or become readable as separate figures. White teeth are the ONLY non-shadow element within the pack mass. Amber-yellow eye-points appear and extinguish in clusters, never individually. No warm light source anywhere in any frame. No rim light, no backlight, no moonlight — flat grey-white diffuse ambient only. No amber glow from forest reference applied. Camera handheld throughout — never stabilized, never smooth. Animated on twos throughout, no interpolation. 11 seconds total. 12fps. 8K. No music. SFX only. No subtitles. No 3D.

Latte

13,565 Aufrufe • vor 1 Monat

🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s mapping: 92% of the world’s sulfur comes from refining oil and gas. Close Hormuz, you don’t just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical. One feedstock. One 21-nautical-mile chokepoint. It gets worse. Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves. $TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid. No gas → no power → no chips. Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen. Sulfur. Semiconductors. Food. Three supply chains. One chokepoint. Zero domestic alternatives at scale. The economic math from here: Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real. S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%. Market is currently pricing a 4-week conflict duration. If this extends? 15-20% drawdown. What I’m watching: The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion. The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently. China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone. Now Beijing is forced into costlier alternatives while already under U.S. economic pressure. This isn’t about oil. Oil is just the vector. The real targets are the supply chains that run through it. How I’m positioning into this: If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks: > $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom) > $IREN, -20 to -30% (rising energy costs crushing margins) > $CIFR, 15-20% (rising energy costs crushing margins) > $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard) > $RKLB, -10% to 25% (higher yields compressing aerospace valuations) > $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit) > $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside) > $KRKNF, -5% to 15% (low beta, robotics holds relatively well) > $OSS, -5% to 15% (hardware stability, limited tech sector contagion) I still hold cash. That cash exists for exactly this scenario. My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work. If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov. That’s 7-8 months of accumulation before the market re-rates. The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear. By the time the all-clear comes, the move is already over. Note: This is not financial advice.
0:14

🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s mapping: 92% of the world’s sulfur comes from refining oil and gas. Close Hormuz, you don’t just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical. One feedstock. One 21-nautical-mile chokepoint. It gets worse. Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves. $TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid. No gas → no power → no chips. Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen. Sulfur. Semiconductors. Food. Three supply chains. One chokepoint. Zero domestic alternatives at scale. The economic math from here: Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real. S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%. Market is currently pricing a 4-week conflict duration. If this extends? 15-20% drawdown. What I’m watching: The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion. The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently. China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone. Now Beijing is forced into costlier alternatives while already under U.S. economic pressure. This isn’t about oil. Oil is just the vector. The real targets are the supply chains that run through it. How I’m positioning into this: If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks: > $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom) > $IREN, -20 to -30% (rising energy costs crushing margins) > $CIFR, 15-20% (rising energy costs crushing margins) > $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard) > $RKLB, -10% to 25% (higher yields compressing aerospace valuations) > $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit) > $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside) > $KRKNF, -5% to 15% (low beta, robotics holds relatively well) > $OSS, -5% to 15% (hardware stability, limited tech sector contagion) I still hold cash. That cash exists for exactly this scenario. My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work. If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov. That’s 7-8 months of accumulation before the market re-rates. The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear. By the time the all-clear comes, the move is already over. Note: This is not financial advice.

Black Panther Capital

1,746,563 Aufrufe • vor 5 Monaten

The US can apply pressure, but Iran is not Venezuela. The choice to arm groups in Iran instead of investing in peaceful protests eliminated all chances for the movement seeking greater change and freedom. Although President Trump is discussing support for the protesters and possible aid, I don't believe there are resources available for that. Although Iran is facing severe problems with electricity and water, in addition to high inflation and debts from the 12-day war, they have accelerated repairs on military installations as well as in the missile cities. The manufacturing and the pace of refurbishment of missiles produced before 2015 and with liquid fuel, such as the Shahab-3, Emad, Ghadr, and the Soumar cruise missiles, are proceeding at full steam. A country like Iran can recondition more than 1,000 of these missiles in 6 months. Anyone who thinks Iran's missile stock is somehow limited is deluding themselves. The missile cities are fully loaded. There may be shortages of water and electricity in the country, but missile production there has proven to be a priority. Furthermore, a new attack on Iran could unite the country and lead to violent retaliations against various American bases, in addition to closing the Strait of Hormuz with more than 20 submarines and thousands of anti-ship missiles with ranges exceeding 1,000 km, causing daily economic losses of billions to the world. And there's another thing to worry about. The US sent Israel more than 90,000 tons of bombs that were dropped on Gaza and Iran. This left American stocks in a position where they have not yet been replenished. The same goes for air defense missiles from both the US and Israel, which have not yet been restocked. The entire situation is being evaluated by the US. Iran used little of what it has in the 12-day war, mainly because it knew it had been caught by surprise and was without strategic air defense systems. It preserved a large part of its military units. Today, it is likely that Iran would treat any attack and the proportional retaliation as matters of survival. Furthermore, Iran is more under Chinese and Russian influence than American, another point that differs greatly from the Venezuela situation. President Trump is already dealing with problems in Venezuela and now this Greenland issue. Given the weapon stock issues, Iran's potential retaliations, and the matters Trump is still resolving, I don't think an attack on Iran is likely, unless it's something small and symbolic.
0:18

The US can apply pressure, but Iran is not Venezuela. The choice to arm groups in Iran instead of investing in peaceful protests eliminated all chances for the movement seeking greater change and freedom. Although President Trump is discussing support for the protesters and possible aid, I don't believe there are resources available for that. Although Iran is facing severe problems with electricity and water, in addition to high inflation and debts from the 12-day war, they have accelerated repairs on military installations as well as in the missile cities. The manufacturing and the pace of refurbishment of missiles produced before 2015 and with liquid fuel, such as the Shahab-3, Emad, Ghadr, and the Soumar cruise missiles, are proceeding at full steam. A country like Iran can recondition more than 1,000 of these missiles in 6 months. Anyone who thinks Iran's missile stock is somehow limited is deluding themselves. The missile cities are fully loaded. There may be shortages of water and electricity in the country, but missile production there has proven to be a priority. Furthermore, a new attack on Iran could unite the country and lead to violent retaliations against various American bases, in addition to closing the Strait of Hormuz with more than 20 submarines and thousands of anti-ship missiles with ranges exceeding 1,000 km, causing daily economic losses of billions to the world. And there's another thing to worry about. The US sent Israel more than 90,000 tons of bombs that were dropped on Gaza and Iran. This left American stocks in a position where they have not yet been replenished. The same goes for air defense missiles from both the US and Israel, which have not yet been restocked. The entire situation is being evaluated by the US. Iran used little of what it has in the 12-day war, mainly because it knew it had been caught by surprise and was without strategic air defense systems. It preserved a large part of its military units. Today, it is likely that Iran would treat any attack and the proportional retaliation as matters of survival. Furthermore, Iran is more under Chinese and Russian influence than American, another point that differs greatly from the Venezuela situation. President Trump is already dealing with problems in Venezuela and now this Greenland issue. Given the weapon stock issues, Iran's potential retaliations, and the matters Trump is still resolving, I don't think an attack on Iran is likely, unless it's something small and symbolic.

Patricia Marins

24,061 Aufrufe • vor 7 Monaten

🚨What If Earth's Oldest Civilization Never Left the Ocean? What if the intelligence behind some UFO didn't actually arrive here from another star system at all? What if it has been here for longer than us, not hiding in the sky, waiting behind the Moon, or crossing the galaxy in the way that we imagine, but living beneath the oceans inside the one part of Earth we still barely understand? For decades, we have been looking up. The cultural image of UFOs is always the same thing with lights in the sky, craft descending through the atmosphere, visitors arriving from space. Even the word extraterrestrial pushes our attention away from Earth. It tells us the mystery must have to come from somewhere else. But what if that assumption is totally wrong? What if the most important part of the phenomenon is not its relationship to space, but its relationship to the oceans? Earth isn't a land planet it's an ocean planet with islands of land breaking the surface. Human civilization developed on those islands, built cities there, drew borders there, fought wars there, launched rockets from there, and then convinced itself it understood the world. But most of this planet is still beyond our direct reach. The deep ocean is dark, pressurized, vast, hostile to our bodies, difficult to map, difficult to monitor, and almost impossible to police in any sort of meaningful way. If there was another intelligence operating here and it wanted to avoid open contact with us, the ocean would be the obvious place to be. But maybe hiding is the wrong word because a civilization that evolved in the ocean would just live there. When we imagine an advanced underwater intelligence as aliens using the sea as a base, as if they arrived from somewhere else and chose the ocean as cover, that could be way off. It could be one possibility, but the stranger theory is that they never arrived at all. They may have emerged here, in Earth's oceans, long before we ever existed. Life on this planet is ancient. For most of Earth's history, land wasn't even the center of the biological story. The oceans held the chemistry, the minerals, the heat, the pressure, the vents, the darkness and the protection. Hydrothermal vent ecosystems already prove that life doesn't even need sunlight in the simple way that we once thought it did. Entire ecosystems can be built around chemical energy rising from the seafloor. That should have changed how we (SETI) think about life, but humans still keep defaulting to our own surface bias. We imagine intelligence as something that crawls onto land, discovers fire, makes tools, builds cities and eventually launches machines into the sky. That is our path but it's not necessarily the only path. An intelligence that evolved in the deep ocean would have faced a completely different set of conditions. It wouldn't begin with fire, because fire is obviously useless underwater. It wouldn't develop metallurgy in the same way that we did, because open flame and smelting are surface technologies. It wouldn't need wheels, roads, walls or conventional buildings as we do. It would evolve inside pressure, darkness, currents, sound, vibration, magnetism, chemistry and geothermal energy. Its entire technological history would be alien to us even if it was native to Earth. So when people dismiss the idea of an ancient underwater civilization by asking where the factories are, where the ruins are, or where the tools are we have to question whether their technology would leave the same signatures ours does. Would they even build like we build? Industrialization may look totally different. A deep ocean intelligence might not construct dead machinery in the way we do. It might grow structures and use biological engineering before mechanical engineering. It might use mineral matrices, pressure systems, acoustic fields, electrochemical processes or living materials. It might not separate biology and technology at all. To us, that would look less like a civilization and more like an environment. A sufficiently old oceanic intelligence may not have cities that resemble human cities. Its infrastructure may be embedded into geology, vents, trenches, caverns, mineral deposits or biological networks. Its power systems may use geothermal gradients, tidal forces, pressure differences, ocean chemistry or field effects we don't yet even understand. Its communications may not use radio in the way we expect. Sound travels really well underwater. Electrical and magnetic sensitivity exists throughout marine life. A technological species born in that world might build an entire science around signals we barely even treat as communication. This would also explain why the UFO subject keeps revolving around water. The ocean appears again and again in the background of the mystery. USOs, transmedium objects, craft entering or leaving the sea, naval encounters, disturbances under the surface, objects tracked over water, and sightings near coastlines and military maritime zones all point toward the same possibility, that maybe water isn't incidental to the phenomenon, maybe it is central. If some UFO are connected to an ocean based intelligence, then what we see in the sky could only be the visible edge of something way bigger. The craft are not arriving from elsewhere in every case. They may be surfacing from their native domain into ours for short periods of time, crossing that boundary between ocean and air the way we cross from land into water with submarines and diving equipment. The only difference is that they appear to do it way better than we do. Human technology is divided by environment, aircraft are built for air, submarines are built for water while rockets are built for space. Each domain creates different engineering problems, so we build separate machines for each one. But UAP don't appear to play by the same rules. That is what makes the transmedium reports so important. If an object can move through water, air and possibly even space without changing its basic behavior, then it might not even be flying or swimming in the conventional sense. It could actually be controlling the interaction between itself and the medium around it. That kind of technology would make sense for a civilization born in the ocean because water is dense. It resists movement, crushes weak structures. It creates drag, turbulence and cavitation. If an intelligence developed vehicles in that environment, it would eventually need to master boundary control, so it would need to reduce friction, manage pressure, avoid destructive wake effects and move through dense fluid without wasting enormous amounts of energy. If that same technology was later used in air, it might appear to us as silent propulsion, impossible acceleration, no sonic boom, no heat plume and no obvious aerodynamic logic. So what looks impossible to us may simply be the result of a technological path that did not begin with wings and rockets. The old black budget explanation doesn't fully solve this problem either. Yes, some triangle craft, drones and experimental platforms may be human and it would be naive to deny that, but human secret technology still has to come from somewhere. If certain platforms show silent hovering, field effects, plasma signatures, extreme acceleration and transmedium behavior, then we are either dealing with a hidden human science far beyond public understanding, or we are dealing with something that we are trying to imitate. That is where the old 'alien reproduction vehicle' idea and the cryptoterrestrial theory start to overlap. Maybe some of what people call black budget technology isn't purely invented, it's most likely adapted from encounters with something already operating here. Going back to what Grusch said earlier, the implications are massive. If there are underwater bases, facilities, habitats or recurring operational zones known to governments, then this isn't just a question of disclosure. There's a sovereignty issue, who controls the oceans? Who has access to the deep sea? Who monitors undersea cables, nuclear submarines, offshore infrastructure, shipping lanes and military testing ranges? If an unknown intelligence can operate in those spaces without permission, then every major navy on Earth has a problem it cannot publicly admit. Scary thought and that may be one reason the subject is buried so deeply (no pun intended). Some people think that secrecy exists because governments don't want to admit aliens are real, but that may only be part of it. The bigger issue here could be that governments don't want to admit they aren't in full control of the planet. There is a huge difference between saying, 'We have evidence of unknown craft,' and saying, 'There may be advanced non human infrastructure in the oceans and we cannot remove it.' That would also explain the change up from UFO to UAP and from extraterrestrial to non human intelligence. Non human is pretty broad lets be honest. It doesn't tell us where they come from, it leaves room for extraterrestrial, interdimensional, post biological, artificial, ultraterrestrial, cryptoterrestrial or native Earth intelligence. That could well be deliberate. Perhaps the people closest to the classified material know the answer isn't as simple as aliens from another planet as Grusch implied in the clip. An ancient oceanic intelligence would also force science to confront its own blind spots. We know intelligent life evolved on Earth at least once because we are here. But we have no law of nature saying it could only happen once, only on land, only recently, or only through primates. Evolution isn't a ladder with humans at the top. It's a branching process with countless experiments, most of which vanished or left traces we don't fully understand. If an intelligent lineage emerged in the ocean and then moved into environments where fossilization, geological preservation and surface archaeology are poor, we probably wouldn't even recognize the evidence even if fragments existed. Ocean crust is constantly recycled through plate tectonics. Seafloor environments are really destructive. Structures can be buried, subducted, corroded, overgrown or mistaken for natural formations. If a civilization was millions or even hundreds of millions of years old, the survival of obvious surface style evidence would be highly unlikely. Even human civilization, after a few million years, would leave less behind than we like to imagine. Plastics, isotopic anomalies, altered sediment layers and some industrial traces might possibly survive, but buildings, machines and cultural artifacts would mostly vanish. So now imagine a civilization that even never built like us in the first place. This doesn't prove anything obviously, but it makes the dismissal less easy. Then there is the question of why such an intelligence would stay hidden. If it is older and more advanced, why not reveal itself? The answer could be as simple as open contact with humans may not benefit it. We are violent, territorial, extractive and unstable. We turn discoveries into weapons as quick as we can. We militarize frontiers, poison ecosystems, test nuclear devices. We drag the deep sea with cables, sonar, submarines, mining ambitions and military hardware. From the perspective of an older oceanic intelligence, humans probably don't look like peers. Instead we look like the dangerous surface species entering an adolescent technological phase that we are. That could explain the strange pattern of UFO interest in nuclear sites, military installations and weapons systems. If an intelligence lives here, our nuclear age is all of a sudden not just our problem. It is a planetary problem. Nuclear weapons, nuclear submarines, nuclear waste, missile systems and military escalation would all be highly relevant to any non human civilization sharing Earth with us. The same would be true of deep sea mining, ocean pollution, climate change, undersea military networks and artificial intelligence. We may think these are all just human issues, but a hidden Earth based intelligence would see them as threats to a shared planetary system. This gives the UAP phenomenon a very different emotional tone. It's not necessarily invasion or salvation. It may be monitoring, containment or quiet intervention when we cross certain lines. It could be an intelligence trying to stay out of sight while still making sure the surface species doesn't burn the house down. The ancient ocean theory also gives a different reading to secrecy. If governments encountered evidence of this, the first instinct wouldn't be public education. It would be containment, map the sites, track the objects and recover materials if possible. Then to build programs around the technology. Keep adversaries away from the data. Use ridicule to suppress leaks. Let the phenomenon remain absurd, because absurdity is an excellent security system. People don't demand answers from something they have been trained to laugh at. That could be why the UFO/UAP subject always feels half visible. There are official hearings, but not the full data. There are whistleblowers, but never the files. There are blurry videos, but not any context. There are pilots, radar operators and military witnesses, but the system keeps absorbing their testimony into classified channels. The public sees fragments while the real pattern remains locked away. As I always say... Disclosure for the few and not the many. If the ocean is actually involved as Grusch and Burchett imply, the missing data may be even more important than the aerial data. We shouldn't only be pressing what pilots saw in the sky. We should be asking what sonar operators heard under the water, what submarines have tracked. We should also be asking what undersea sensors have recorded near restricted zones and whether there are recurring coordinates, depths, magnetic anomalies, thermal signatures or unexplained acoustic events associated with UAP activity. We need to be asking whether naval archives contain the real spine of the phenomenon. The possibility of underwater bases actually changes how we think about disclosure. If the answer is extraterrestrial visitation, disclosure is about humanity's place in the cosmos. If the answer is an ancient Earth based intelligence, disclosure is about humanity's place on its own planet. That is more intimate and more destabilizing to me than E.T. It means the human story is not the only advanced story Earth has produced. It means our myths of ownership, dominance and uniqueness all collapse overnight, suddenly 'we are not alone' applies to home. That might be harder for people to accept than aliens from space. Aliens can leave but a hidden terrestrial intelligence is part of the planet will blow peoples minds. There is also a spiritual and philosophical layer to this. Many ancient cultures contain stories of beings from the sea, underwater kingdoms, gods emerging from water, serpent people, fish like teachers, luminous beings, and hidden realms beneath or beyond the visible world. That doesn't mean the myths are literal history of course, but it is interesting that human cultures repeatedly placed mystery, intelligence and otherworldly contact in the water. The ocean has always been the border between the known and the unknown. Maybe that symbolism came from imagination or perhaps some of it came from encounters filtered through the language of the time. If an older intelligence interacted with early humans, we wouldn't expect ancient people to describe pressure engineered transmedium craft or non human oceanic infrastructure. They would describe gods, spirits, shining beings, dragons, serpents, sky boats, sea people, underworlds and portals. Human language can only describe the unknown through the symbols available at the time. Even now, we struggle. We call them craft, orbs, drones, angels, demons, aliens, ultraterrestrials, interdimensionals. The labels change, but the confusion always stays the same. The ocean theory also sits strangely well with the consciousness aspect of the phenomenon. If an ancient intelligence developed through biology and field sensitivity rather than brute mechanical industry, it may have integrated consciousness into technology way earlier than we could have. We are only now beginning to wonder whether mind, perception and information are more deeply connected to physics than our materialist models allow. An older civilization may have already built that bridge. Its craft, communication systems and interfaces may respond to awareness, intention, emotion or neural patterns in ways that seem impossible to some of us. That would explain why the phenomenon often feels both technological and psychological. It behaves like machinery, but it interacts like intelligence. It appears on sensors, but it also appears in dreams, symbols, synchronicities and personal experiences. Skeptics see that as evidence the whole thing is imaginary. Maybe sometimes it is, but maybe the strangeness is part of the interface. A civilization that understands consciousness as a field related phenomenon would not necessarily separate contact from perception. It might use perception as one of the channels. This is where the theory becomes tricky, because it doesn't allow us to keep the phenomenon safely outside ourselves. If the intelligence is oceanic, ancient, field based and consciousness aware, then contact might not look like radio signals or embassy meetings at all. It could look like sightings, dreams, intuitions, symbolic downloads, altered states, close encounters, military incidents and physical traces all mixed together. That is messy, but perhaps the mess is not a flaw in the data, it could actually be the signature of a phenomenon that crosses categories we invented too recently to trust. All of this having been said, the theory still needs evidence. It needs coordinates, sensor data, sonar records, materials, biological traces, repeatable patterns and testimony that can be checked. However as a framework, it definitely needs more attention than it gets, because it explains why the UAP phenomenon feels close, evasive, ancient and deeply tied to Earth. The extraterrestrial hypothesis asks how they got here, although I have a theory about that. While the ancient ocean hypothesis asks whether they were already here. That is a completely different question. If what Grusch is saying is even partly correct, then disclosure will reveal that human civilization has been sharing this planet with another intelligence all along. Not openly or equally, and not in a way we were ready to understand, but sharing it nonetheless. The oceans would no longer be an empty wilderness. They would become the frontier of the greatest secret in human history. Could that be why the truth has been so hard to release. Because it's one thing to tell humanity there may be life elsewhere, but it's another thing entirely to tell humanity that Earth was never only ours. #UAP #UFO #USO #UAPDisclosure #NonHumanIntelligence #NHI #UnderwaterBases #OceanMystery #Cryptoterrestrial #Transmedium #Disclosure #ufotwitter #uapX
0:15

🚨What If Earth's Oldest Civilization Never Left the Ocean? What if the intelligence behind some UFO didn't actually arrive here from another star system at all? What if it has been here for longer than us, not hiding in the sky, waiting behind the Moon, or crossing the galaxy in the way that we imagine, but living beneath the oceans inside the one part of Earth we still barely understand? For decades, we have been looking up. The cultural image of UFOs is always the same thing with lights in the sky, craft descending through the atmosphere, visitors arriving from space. Even the word extraterrestrial pushes our attention away from Earth. It tells us the mystery must have to come from somewhere else. But what if that assumption is totally wrong? What if the most important part of the phenomenon is not its relationship to space, but its relationship to the oceans? Earth isn't a land planet it's an ocean planet with islands of land breaking the surface. Human civilization developed on those islands, built cities there, drew borders there, fought wars there, launched rockets from there, and then convinced itself it understood the world. But most of this planet is still beyond our direct reach. The deep ocean is dark, pressurized, vast, hostile to our bodies, difficult to map, difficult to monitor, and almost impossible to police in any sort of meaningful way. If there was another intelligence operating here and it wanted to avoid open contact with us, the ocean would be the obvious place to be. But maybe hiding is the wrong word because a civilization that evolved in the ocean would just live there. When we imagine an advanced underwater intelligence as aliens using the sea as a base, as if they arrived from somewhere else and chose the ocean as cover, that could be way off. It could be one possibility, but the stranger theory is that they never arrived at all. They may have emerged here, in Earth's oceans, long before we ever existed. Life on this planet is ancient. For most of Earth's history, land wasn't even the center of the biological story. The oceans held the chemistry, the minerals, the heat, the pressure, the vents, the darkness and the protection. Hydrothermal vent ecosystems already prove that life doesn't even need sunlight in the simple way that we once thought it did. Entire ecosystems can be built around chemical energy rising from the seafloor. That should have changed how we (SETI) think about life, but humans still keep defaulting to our own surface bias. We imagine intelligence as something that crawls onto land, discovers fire, makes tools, builds cities and eventually launches machines into the sky. That is our path but it's not necessarily the only path. An intelligence that evolved in the deep ocean would have faced a completely different set of conditions. It wouldn't begin with fire, because fire is obviously useless underwater. It wouldn't develop metallurgy in the same way that we did, because open flame and smelting are surface technologies. It wouldn't need wheels, roads, walls or conventional buildings as we do. It would evolve inside pressure, darkness, currents, sound, vibration, magnetism, chemistry and geothermal energy. Its entire technological history would be alien to us even if it was native to Earth. So when people dismiss the idea of an ancient underwater civilization by asking where the factories are, where the ruins are, or where the tools are we have to question whether their technology would leave the same signatures ours does. Would they even build like we build? Industrialization may look totally different. A deep ocean intelligence might not construct dead machinery in the way we do. It might grow structures and use biological engineering before mechanical engineering. It might use mineral matrices, pressure systems, acoustic fields, electrochemical processes or living materials. It might not separate biology and technology at all. To us, that would look less like a civilization and more like an environment. A sufficiently old oceanic intelligence may not have cities that resemble human cities. Its infrastructure may be embedded into geology, vents, trenches, caverns, mineral deposits or biological networks. Its power systems may use geothermal gradients, tidal forces, pressure differences, ocean chemistry or field effects we don't yet even understand. Its communications may not use radio in the way we expect. Sound travels really well underwater. Electrical and magnetic sensitivity exists throughout marine life. A technological species born in that world might build an entire science around signals we barely even treat as communication. This would also explain why the UFO subject keeps revolving around water. The ocean appears again and again in the background of the mystery. USOs, transmedium objects, craft entering or leaving the sea, naval encounters, disturbances under the surface, objects tracked over water, and sightings near coastlines and military maritime zones all point toward the same possibility, that maybe water isn't incidental to the phenomenon, maybe it is central. If some UFO are connected to an ocean based intelligence, then what we see in the sky could only be the visible edge of something way bigger. The craft are not arriving from elsewhere in every case. They may be surfacing from their native domain into ours for short periods of time, crossing that boundary between ocean and air the way we cross from land into water with submarines and diving equipment. The only difference is that they appear to do it way better than we do. Human technology is divided by environment, aircraft are built for air, submarines are built for water while rockets are built for space. Each domain creates different engineering problems, so we build separate machines for each one. But UAP don't appear to play by the same rules. That is what makes the transmedium reports so important. If an object can move through water, air and possibly even space without changing its basic behavior, then it might not even be flying or swimming in the conventional sense. It could actually be controlling the interaction between itself and the medium around it. That kind of technology would make sense for a civilization born in the ocean because water is dense. It resists movement, crushes weak structures. It creates drag, turbulence and cavitation. If an intelligence developed vehicles in that environment, it would eventually need to master boundary control, so it would need to reduce friction, manage pressure, avoid destructive wake effects and move through dense fluid without wasting enormous amounts of energy. If that same technology was later used in air, it might appear to us as silent propulsion, impossible acceleration, no sonic boom, no heat plume and no obvious aerodynamic logic. So what looks impossible to us may simply be the result of a technological path that did not begin with wings and rockets. The old black budget explanation doesn't fully solve this problem either. Yes, some triangle craft, drones and experimental platforms may be human and it would be naive to deny that, but human secret technology still has to come from somewhere. If certain platforms show silent hovering, field effects, plasma signatures, extreme acceleration and transmedium behavior, then we are either dealing with a hidden human science far beyond public understanding, or we are dealing with something that we are trying to imitate. That is where the old 'alien reproduction vehicle' idea and the cryptoterrestrial theory start to overlap. Maybe some of what people call black budget technology isn't purely invented, it's most likely adapted from encounters with something already operating here. Going back to what Grusch said earlier, the implications are massive. If there are underwater bases, facilities, habitats or recurring operational zones known to governments, then this isn't just a question of disclosure. There's a sovereignty issue, who controls the oceans? Who has access to the deep sea? Who monitors undersea cables, nuclear submarines, offshore infrastructure, shipping lanes and military testing ranges? If an unknown intelligence can operate in those spaces without permission, then every major navy on Earth has a problem it cannot publicly admit. Scary thought and that may be one reason the subject is buried so deeply (no pun intended). Some people think that secrecy exists because governments don't want to admit aliens are real, but that may only be part of it. The bigger issue here could be that governments don't want to admit they aren't in full control of the planet. There is a huge difference between saying, 'We have evidence of unknown craft,' and saying, 'There may be advanced non human infrastructure in the oceans and we cannot remove it.' That would also explain the change up from UFO to UAP and from extraterrestrial to non human intelligence. Non human is pretty broad lets be honest. It doesn't tell us where they come from, it leaves room for extraterrestrial, interdimensional, post biological, artificial, ultraterrestrial, cryptoterrestrial or native Earth intelligence. That could well be deliberate. Perhaps the people closest to the classified material know the answer isn't as simple as aliens from another planet as Grusch implied in the clip. An ancient oceanic intelligence would also force science to confront its own blind spots. We know intelligent life evolved on Earth at least once because we are here. But we have no law of nature saying it could only happen once, only on land, only recently, or only through primates. Evolution isn't a ladder with humans at the top. It's a branching process with countless experiments, most of which vanished or left traces we don't fully understand. If an intelligent lineage emerged in the ocean and then moved into environments where fossilization, geological preservation and surface archaeology are poor, we probably wouldn't even recognize the evidence even if fragments existed. Ocean crust is constantly recycled through plate tectonics. Seafloor environments are really destructive. Structures can be buried, subducted, corroded, overgrown or mistaken for natural formations. If a civilization was millions or even hundreds of millions of years old, the survival of obvious surface style evidence would be highly unlikely. Even human civilization, after a few million years, would leave less behind than we like to imagine. Plastics, isotopic anomalies, altered sediment layers and some industrial traces might possibly survive, but buildings, machines and cultural artifacts would mostly vanish. So now imagine a civilization that even never built like us in the first place. This doesn't prove anything obviously, but it makes the dismissal less easy. Then there is the question of why such an intelligence would stay hidden. If it is older and more advanced, why not reveal itself? The answer could be as simple as open contact with humans may not benefit it. We are violent, territorial, extractive and unstable. We turn discoveries into weapons as quick as we can. We militarize frontiers, poison ecosystems, test nuclear devices. We drag the deep sea with cables, sonar, submarines, mining ambitions and military hardware. From the perspective of an older oceanic intelligence, humans probably don't look like peers. Instead we look like the dangerous surface species entering an adolescent technological phase that we are. That could explain the strange pattern of UFO interest in nuclear sites, military installations and weapons systems. If an intelligence lives here, our nuclear age is all of a sudden not just our problem. It is a planetary problem. Nuclear weapons, nuclear submarines, nuclear waste, missile systems and military escalation would all be highly relevant to any non human civilization sharing Earth with us. The same would be true of deep sea mining, ocean pollution, climate change, undersea military networks and artificial intelligence. We may think these are all just human issues, but a hidden Earth based intelligence would see them as threats to a shared planetary system. This gives the UAP phenomenon a very different emotional tone. It's not necessarily invasion or salvation. It may be monitoring, containment or quiet intervention when we cross certain lines. It could be an intelligence trying to stay out of sight while still making sure the surface species doesn't burn the house down. The ancient ocean theory also gives a different reading to secrecy. If governments encountered evidence of this, the first instinct wouldn't be public education. It would be containment, map the sites, track the objects and recover materials if possible. Then to build programs around the technology. Keep adversaries away from the data. Use ridicule to suppress leaks. Let the phenomenon remain absurd, because absurdity is an excellent security system. People don't demand answers from something they have been trained to laugh at. That could be why the UFO/UAP subject always feels half visible. There are official hearings, but not the full data. There are whistleblowers, but never the files. There are blurry videos, but not any context. There are pilots, radar operators and military witnesses, but the system keeps absorbing their testimony into classified channels. The public sees fragments while the real pattern remains locked away. As I always say... Disclosure for the few and not the many. If the ocean is actually involved as Grusch and Burchett imply, the missing data may be even more important than the aerial data. We shouldn't only be pressing what pilots saw in the sky. We should be asking what sonar operators heard under the water, what submarines have tracked. We should also be asking what undersea sensors have recorded near restricted zones and whether there are recurring coordinates, depths, magnetic anomalies, thermal signatures or unexplained acoustic events associated with UAP activity. We need to be asking whether naval archives contain the real spine of the phenomenon. The possibility of underwater bases actually changes how we think about disclosure. If the answer is extraterrestrial visitation, disclosure is about humanity's place in the cosmos. If the answer is an ancient Earth based intelligence, disclosure is about humanity's place on its own planet. That is more intimate and more destabilizing to me than E.T. It means the human story is not the only advanced story Earth has produced. It means our myths of ownership, dominance and uniqueness all collapse overnight, suddenly 'we are not alone' applies to home. That might be harder for people to accept than aliens from space. Aliens can leave but a hidden terrestrial intelligence is part of the planet will blow peoples minds. There is also a spiritual and philosophical layer to this. Many ancient cultures contain stories of beings from the sea, underwater kingdoms, gods emerging from water, serpent people, fish like teachers, luminous beings, and hidden realms beneath or beyond the visible world. That doesn't mean the myths are literal history of course, but it is interesting that human cultures repeatedly placed mystery, intelligence and otherworldly contact in the water. The ocean has always been the border between the known and the unknown. Maybe that symbolism came from imagination or perhaps some of it came from encounters filtered through the language of the time. If an older intelligence interacted with early humans, we wouldn't expect ancient people to describe pressure engineered transmedium craft or non human oceanic infrastructure. They would describe gods, spirits, shining beings, dragons, serpents, sky boats, sea people, underworlds and portals. Human language can only describe the unknown through the symbols available at the time. Even now, we struggle. We call them craft, orbs, drones, angels, demons, aliens, ultraterrestrials, interdimensionals. The labels change, but the confusion always stays the same. The ocean theory also sits strangely well with the consciousness aspect of the phenomenon. If an ancient intelligence developed through biology and field sensitivity rather than brute mechanical industry, it may have integrated consciousness into technology way earlier than we could have. We are only now beginning to wonder whether mind, perception and information are more deeply connected to physics than our materialist models allow. An older civilization may have already built that bridge. Its craft, communication systems and interfaces may respond to awareness, intention, emotion or neural patterns in ways that seem impossible to some of us. That would explain why the phenomenon often feels both technological and psychological. It behaves like machinery, but it interacts like intelligence. It appears on sensors, but it also appears in dreams, symbols, synchronicities and personal experiences. Skeptics see that as evidence the whole thing is imaginary. Maybe sometimes it is, but maybe the strangeness is part of the interface. A civilization that understands consciousness as a field related phenomenon would not necessarily separate contact from perception. It might use perception as one of the channels. This is where the theory becomes tricky, because it doesn't allow us to keep the phenomenon safely outside ourselves. If the intelligence is oceanic, ancient, field based and consciousness aware, then contact might not look like radio signals or embassy meetings at all. It could look like sightings, dreams, intuitions, symbolic downloads, altered states, close encounters, military incidents and physical traces all mixed together. That is messy, but perhaps the mess is not a flaw in the data, it could actually be the signature of a phenomenon that crosses categories we invented too recently to trust. All of this having been said, the theory still needs evidence. It needs coordinates, sensor data, sonar records, materials, biological traces, repeatable patterns and testimony that can be checked. However as a framework, it definitely needs more attention than it gets, because it explains why the UAP phenomenon feels close, evasive, ancient and deeply tied to Earth. The extraterrestrial hypothesis asks how they got here, although I have a theory about that. While the ancient ocean hypothesis asks whether they were already here. That is a completely different question. If what Grusch is saying is even partly correct, then disclosure will reveal that human civilization has been sharing this planet with another intelligence all along. Not openly or equally, and not in a way we were ready to understand, but sharing it nonetheless. The oceans would no longer be an empty wilderness. They would become the frontier of the greatest secret in human history. Could that be why the truth has been so hard to release. Because it's one thing to tell humanity there may be life elsewhere, but it's another thing entirely to tell humanity that Earth was never only ours. #UAP #UFO #USO #UAPDisclosure #NonHumanIntelligence #NHI #UnderwaterBases #OceanMystery #Cryptoterrestrial #Transmedium #Disclosure #ufotwitter #uapX

Skywatch Signal

83,753 Aufrufe • vor 2 Monaten

‼️AUGUST 12, 2026 — AMERICA, LOOK UP‼️ Before dawn, SIX PLANETS stretch across the sky: Jupiter • Mercury • Mars • Uranus • Saturn • Neptune Then, in daylight, the Moon passes before the Sun and a TOTAL SOLAR ECLIPSE casts its shadow across the Earth. And when darkness returns, the heavens ignite as the PERSEID METEOR SHOWER reaches its peak beneath a NEW MOON. A PLANETARY PARADE. A DARKENED SUN. A SKY FILLED WITH FORTIFYING FIRE. ONE EXTRAORDINARY DAY. “And let them be for signs, and for seasons, and for days, and years.” —Genesis 1:14 Then comes the count: 40 DAYS. Throughout Scripture, 40 days mark testing, judgment, cleansing, repentance and preparation: Genesis 7:12, Exodus 34:28, Jonah 3:4, Matthew 4:2, Acts 1:3 At sunset on September 11, ROSH HASHANAH begins—opening the TEN DAYS OF AWE. At sunset on September 20, YOM KIPPUR begins. And on September 21—exactly 40 days after August 12—the DAY OF ATONEMENT is observed. On that solemn day, America—counting from July 4, 1776—will be: 🇺🇸 250 years, 2 months and 📅 days old 🇺🇸 91,389 days old 🇺🇸 13,055 weeks and 4 days old 🇺🇸 3,002 months and 📅 days old America’s founders appealed to “the Supreme Judge of the world” and declared their reliance upon “the protection of Divine Providence.” Now, in America’s 250th year, the heavens present a breathtaking sequence: ALIGNMENT. DARK TO LIGHT. FORTIFIED BY FIRE. FORTY DAYS. THE 10 DAYS OF AWE. THE DAY OF ATONEMENT. This is NOT a declaration of prophecy or an attempt to set dates. It is a call to examine ourselves. A call to humble ourselves. A call to pray. A call to seek His face. A call to turn from wickedness. A call to return to truth. “If My people, which are called by My name, shall humble themselves, and pray, and seek My face, and turn from their wicked ways…” —2 Chronicles 7:14 “The heavens declare the glory of God; and the firmament sheweth His handywork.” —Psalm 19:1 AMERICA—REMEMBER WHO YOU ARE. AWAKEN. The heavens Above, The appointed season Before and The choice is WITHIN us. LOOK UP: Genesis 1:14 • Joel 2:31 • Luke 21:25–28 We decode. We witness. We shine light. #America250 #Eclipse2026 #Perseids #PlanetParade #DaysOfAwe #YomKippur
0:15

‼️AUGUST 12, 2026 — AMERICA, LOOK UP‼️ Before dawn, SIX PLANETS stretch across the sky: Jupiter • Mercury • Mars • Uranus • Saturn • Neptune Then, in daylight, the Moon passes before the Sun and a TOTAL SOLAR ECLIPSE casts its shadow across the Earth. And when darkness returns, the heavens ignite as the PERSEID METEOR SHOWER reaches its peak beneath a NEW MOON. A PLANETARY PARADE. A DARKENED SUN. A SKY FILLED WITH FORTIFYING FIRE. ONE EXTRAORDINARY DAY. “And let them be for signs, and for seasons, and for days, and years.” —Genesis 1:14 Then comes the count: 40 DAYS. Throughout Scripture, 40 days mark testing, judgment, cleansing, repentance and preparation: Genesis 7:12, Exodus 34:28, Jonah 3:4, Matthew 4:2, Acts 1:3 At sunset on September 11, ROSH HASHANAH begins—opening the TEN DAYS OF AWE. At sunset on September 20, YOM KIPPUR begins. And on September 21—exactly 40 days after August 12—the DAY OF ATONEMENT is observed. On that solemn day, America—counting from July 4, 1776—will be: 🇺🇸 250 years, 2 months and 📅 days old 🇺🇸 91,389 days old 🇺🇸 13,055 weeks and 4 days old 🇺🇸 3,002 months and 📅 days old America’s founders appealed to “the Supreme Judge of the world” and declared their reliance upon “the protection of Divine Providence.” Now, in America’s 250th year, the heavens present a breathtaking sequence: ALIGNMENT. DARK TO LIGHT. FORTIFIED BY FIRE. FORTY DAYS. THE 10 DAYS OF AWE. THE DAY OF ATONEMENT. This is NOT a declaration of prophecy or an attempt to set dates. It is a call to examine ourselves. A call to humble ourselves. A call to pray. A call to seek His face. A call to turn from wickedness. A call to return to truth. “If My people, which are called by My name, shall humble themselves, and pray, and seek My face, and turn from their wicked ways…” —2 Chronicles 7:14 “The heavens declare the glory of God; and the firmament sheweth His handywork.” —Psalm 19:1 AMERICA—REMEMBER WHO YOU ARE. AWAKEN. The heavens Above, The appointed season Before and The choice is WITHIN us. LOOK UP: Genesis 1:14 • Joel 2:31 • Luke 21:25–28 We decode. We witness. We shine light. #America250 #Eclipse2026 #Perseids #PlanetParade #DaysOfAwe #YomKippur

Grasshopper

69,046 Aufrufe • vor 20 Tagen

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:
0:20

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

Adam Livingston

66,707 Aufrufe • vor 3 Monaten