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The internal Supernova Multiversᕽ upgrade’s block time finalization average is an incredible 88ms! I’m really looking forward to seeing it on the mainnet, and ideally, achieving sub-300ms or even 200ms in a real-world environment ? ⏱️ L1 BLOCK FINALITY (ms) — REAL WORLD Blockchain | Finality (ms) ------------------|---------------- MultiversX...

17,291 просмотров • 7 месяцев назад •via X (Twitter)

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I almost quit crypto over one weekend. Turned $2,000 into $310 chasing a 400% APY farm, then watched my exchange freeze withdrawals for four days straight with zero explanation. Here's the full story, and the infrastructure that actually fixed it. The mistake wasn't bad luck, I aped in because a group chat was hyping it, no check on whether the yield was backed by anything real. $2K to $310 in 4 days, straight emissions-funded farm collapse. Then my CEX froze withdrawals for "maintenance." My money, someone else's permission. That one stung more than the loss, custody is a choice you're making every day you don't think about it. Found the fix the least glamorous way possible: doom-scrolling X after a bad week. A thread on Xeffy stopped my thumb, market-neutral vaults, real yield from actual trading strategy instead of emissions. Almost scrolled past it too. Digging into Xeffy led me to what it's built on: XPHERE's Mainnet. It runs a dual-chain architecture, two chains, each doing one job, instead of one chain trying to do everything. Main Chain: PBFT-based consensus (XPBFT), handles block generation and transaction finality, 1-second finality, 5,000+ TPS, fully EVM compatible so existing Ethereum contracts/DApps port over without a rewrite. Proof Chain: runs on xpHash, Xphere's own PoW algorithm. It doesn't touch transactions, its only job is electing validators through real computational work, so block production stays decentralized instead of resting on a small staked-in elite. Split the jobs, get both benefits: PBFT gives you the speed a real app needs, PoW gives you the security speed-focused chains usually sacrifice. That's the trilemma trade-off this is actually trying to close. Back to the fixes: Xeffy gave me institutional-grade vaults and tokenized RWA exposure, yield from a strategy actually running, not new deposits paying old ones. XAX became where I trade now, self-custody by design, my keys, my wallet, no support ticket standing between me and my funds during a "maintenance window." Pixie Pocket is the boring-in-a-good-way part, everyday wallet, built-in rewards, doesn't need a finance degree to open. Even $XP itself is built deflationary, roughly 26% of supply reduced annually, 50% of every transaction fee burned permanently. The chain that fixed my "everything's inflating away" problem is structured against its own inflation too. I didn't quit. I just found infrastructure that didn't need me to trust a group chat, an exchange's "maintenance" window, or blind hope. Full story in the video above. #XPHERE #XphereMainnet XPHERE Xeffy XAX Xeffy Pixie Pocket

Alexander Grown

12,758 просмотров • 18 дней назад

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

Vini B |「 thecoding 」

40,183 просмотров • 1 год назад

this guy built an ai-girl pipeline using real-time face filters, and d2c brands now pay him $2,000 per ugc video he got tired of watching brands burn $4,000 on a single creator who takes 2 weeks to deliver one angle, so he built a setup that runs photoreal ai girls live from his own webcam, no actresses, no studios, no makeup artists his monthly revenue hit $89,000 last month from a network of 7 ai personas across tiktok and instagram. the average ugc creator caps at $6k juggling 4 brand deals the breakdown: > hardware is the moat, but most people butcher the setup in the first frame. face mesh locked at 60fps with zero artifacting > persona comes first, mess this up and nothing saves it: name, backstory, voice tone, niche before a single clip is shot > face selection is not random. you a/b test features (eye spacing, jawline, hair contrast) because some faces convert better in 9:16 > you're picking who your audience trusts, not who looks cool. that's targeting baked into bone structure > real-time physics run before the script, this is what kills the uncanny valley that destroys watch time in 2 seconds > the filter has to survive the strap of a tank top, the texture of a knit cardigan, the hair flick > batching is the move 96% skip: one performance, multiple personas, three platforms > the system pushes 12 pieces before lunch while brands test 2 creators a week and wonder why their cpa sits at $94 the economics: each video costs $4 in compute, sells for $1,500 to $3,000, takes 14 minutes to produce. that's a 37,500% margin, while ugc agencies pay creators $400-800 per clip and net $200 after revisions one supplement brand generated 14 variants with 7 personas in 4 hours and found a winner in 36 hours without flying a creator to la. they were paying $1,200 per ugc video and burning $6,000/week on content that didn't scale. now they spend $210 for 14 variants and their cpa dropped from $89 to $27 the avatars hold real products, warm window light on the persona, cold neon on the operator, mouth shapes sync to consonants not just vowels just a webcam, a tracked face, and the discipline to move enough that the filter never has a chance to break

Kiyoro

31,137 просмотров • 2 месяцев назад

77 Reasons Why I’ve Invested Over $8,000,000+ in MultiversX (EGLD) and Why EGLD Will Crush It in 2025 (My Investment Thesis). I publicly shared my portfolio on X. EGLD is A) Better than BTC B) Everything that ETH wants to be C) The GameStop of Crypto 1. EGLD is verifiably the most scalable (theoretically unlimited) L1 chain in the world, theoretically capable of over 10 million TPS (thanks to adaptive state sharding). 2. e-Gold is digital gold. It has the best tokenomics among all L1s, similarly scarce to BTC, with a maximum supply of 31.4 million coins. Currently, 27.68 million coins are in circulation. 3. EGLD will be the most decentralized cryptocurrency in the world thanks to sharding and minimal hardware requirements for running nodes. It’s already second only to Ethereum with 3,618 validator nodes. 4. EGLD has extremely low fees, around ~$0.002 per transaction. 5. EGLD is extremely secure. No wallet drains like on ETH/SOL; assets are owned natively (not via a smart contract). There is no MEV risk (front-running bots). 6. EGLD is the only chain in the world with an on-chain Guardian (two-phase verification), making it impossible for a hacker to steal your funds—even if they have your private keys (seed phrase). 7. EGLD is carbon-neutral and eco-friendly, not wasting energy like BTC and other PoW chains. It’s exceptionally efficient, scalable, global, and sustainable. 8. EGLD has the best UX in crypto. Download the xPortal wallet—it’s like discovering Apple in Web3. The interface is simple, flawless, and you barely realize you’re using crypto. Instead of addresses, you use HeroTags. The app features all dApps, everything runs smoothly, and the visuals are beautifully designed. The explorer, web wallet, etc. follow the same high-quality user experience. 9. EGLD supports native assets, unlike Ethereum, for example. 10. EGLD is the first chain to fully implement horizontal (theoretically unlimited) sharding without compromising on decentralization—unlike Solana and others that attempt vertical scaling, leading to multiple network downtimes (11+ times) and huge hardware demands for validators, ultimately harming decentralization. 11. EGLD makes setting up a validator agency extremely easy. Even complete IT beginners can do it. The UX and documentation are superb. I personally set up the “EGLDSqueeze” agency in about 30 minutes. Managing it is straightforward via the web wallet, which feels like managing a Facebook page. This simplifies decentralization enormously. 12. EGLD allows literally anyone (even your grandma) to participate in decentralization, since nodes can run on a Raspberry Pi or a relatively affordable phone. Imagine millions of people worldwide securing the network, validating transactions without even knowing it. This can’t be done with BTC, where setting up profitable mining operations is prohibitively expensive. 13. WASM-Based Virtual Machine: You can write smart contracts in your favorite language, compile them, and run them via the fastest VM in the world. 14. EGLD has been tested at an incredible 263,000 TPS using its sharding mechanism and low hardware requirements. Allegedly, by mid-next year (April), they’ll demonstrate 1,000,000 TPS. (For context: Mastercard handles around 5,000 TPS; BTC handles 5–7 TPS.) 15. EGLD is currently the most advanced L1 in terms of scalability, security, decentralization, UX, eco-friendliness, and tokenomics. It’s the only chain that has genuinely solved the Blockchain Trilemma and is ready to onboard 1 billion people into crypto—users who won’t even realize they’re interacting with crypto. 16. EGLD is perfectly positioned for AI projects—AI agents, AI tools, or a so-called “Truth Machine” that monitors other AIs on-chain, documenting what’s true and comparing different AI outputs (some of which may be censored or biased), ensuring people don’t get confused or scammed in an AI-driven world. 17. The EGLD team is the hardest-working team I’ve ever encountered. I had the honor of meeting many of them personally, and can attest that their pace—even during a bear market—is extraordinary. 18. EGLD’s development team is exceptionally active on GitHub, continually improving their network and actively committing code. 19. EGLD plans to introduce an update reducing block time to 600ms (down from ~6 seconds), which would make the chain essentially unrivaled. 20. EGLD is effectively the only usable L1 in Europe, and the team has direct connections within the EU government—extremely bullish for the project. 21. EGLD provides top-tier on-chain governance not only for the MultiversX (EGLD) protocol but also for DeFi projects (e.g., xExchange, MEX). 22. EGLD plans to expand to the US, likely opening offices in Austin, Texas. This could put them in direct contact with Elon Musk (if it hasn’t happened already), as he’s involved with If he’s done his research, he’d discover there’s simply no better L1 worldwide. 23. EGLD solved fully implemented sharding, perfect tokenomics, and top-tier architecture with just $5M, whereas other chains failed to do so even with $100M+. The second-best sharding network, NEAR, needed $100M, has worse tokenomics, and its sharding isn’t fully implemented yet. Its UX also doesn’t compare. Owning NEAR was like comparing a VW Golf R to a Porsche GT3—EGLD is the Porsche GT3. 24. According to Similarweb, EGLD has significantly high traffic relative to other chains with market caps 100x larger. The market cap vs. web traffic discrepancy is huge, which is a strong indicator of EGLD’s potential. 25. EGLD has the most active and dedicated community relative to its user base, with users who believe in the technology, have full faith in the team, and remain loyal despite price volatility—because they use the chain and know there’s nothing better. 26. Check other chains’ active user counts on X (Twitter) and compare it with the followers of EGLD’s founders and main network accounts, versus those with 30x, 50x, or 100x larger market caps. 27. Visit the MultiversX website to observe the futuristic design and presentation, then compare it to other chains that appear nearly a decade behind in design and branding. 28. EGLD hosts the xDay Global event, showcasing updates, new builders, projects in the ecosystem, and major announcements—similar to Apple’s Keynotes—delivered in a highly professional, goosebump-inducing atmosphere. The next event is in Korea, the second-biggest crypto market after the US. Check out their previous xDay after-movie to see why this is extremely bullish. 29. EGLD is moving forward with plans for the first regulated, audited EU stablecoin under MiCa regulation, made possible by acquiring xMoney, which I view as a “Stripe” for crypto/fiat, offering everything from user solutions to merchant services—potentially the future of payments. 30. Greg Siourouni recently joined EGLD, having been an executive director at SUI Foundation. He’s now co-founder of xMoney Global. xMoney (formerly UTrust, with token UTK) is owned and founded by the MultiversX Labs team. A stablecoin might be introduced soon, which would be massively bullish given xMoney’s roadmap. They recently announced integrations with Binance Pay—both ways. 31. EGLD prioritizes user safety, believing it’s the only feasible approach once the network scales to serve a billion people—many of whom are retail users with little to no security awareness. 32. EGLD offers “Sovereign Chains,” letting you effectively clone their chain without heavy development, set up your own validators, and leverage their unlimited scalability. Any blockchain (ETH, BTC, SOL) struggling with scalability, decentralization, or security could run an ultra-fast, scalable, and secure L2 on EGLD’s Sovereign Chain, meeting top enterprise requirements. No one else has really done this. The Sovereign Chain demo achieved astonishing TPS and has an SDK. 33. No downtime since inception. 34. No shard takeover attacks have occurred. 35. Extremely fast—soon 600ms block time will be in place. 36. ESDTs – The best token standard available: fungible, non-fungible, semi-fungible, DeFi assets—everything is native and highly customizable. 37. Top-tier composability of assets and smart contracts. 38. Integrated DNS at protocol level with HeroTags (nicknames) instead of long addresses. 39. Asynchronous calls are supported. 40. Cross-shard transfers, execution, reverts, and calls are seamlessly integrated. 41. The best staking system in the space. Secure Proof of Stake (SPoS) is far more efficient than Proof of Work (PoW). 42. Built-in Delegation and Staking Provider system, with over 125K delegators. 43. Complete support for liquid staked assets, fostering decentralization rather than centralization. 44. TransferRoles for ESDT and other advanced operations. 45. Composable tasks on-chain for more sophisticated DeFi workflows. 46. MultiTransfer and asset execution within one transaction. 47. Re-entrancy protection is built-in by design. 48. Storage for ESDT assets goes beyond a linear approach, optimizing performance. 49. No integer overflows thanks to integrated safeMath operations. 50. Integrated crypto opcodes in the VM, enhancing security and performance. 51. Support for BigFloats, BigInts, and BigDecimals, enabling advanced financial calculations on-chain. 52. No sandwich attacks, plus front-running and MEV protection. 53. Relayed Transactions, simplifying user interactions and fees. 54. Smart Accounts featuring data tries and multiple built-in functions. 55. Generalized Paymaster solutions, enabling flexible fee models. 56. Subscriptions for recurring or automated on-chain payments. 57. Web2-like usability with Web3 functionality, bridging mainstream adoption. 58. StakingV4 for improved decentralization. 59. Enhanced MEV protection rolling out to safeguard users. 60. Parallel execution is coming soon, boosting throughput. 61. 1 million TPS is on the roadmap, targeted for demonstration. 62. 600ms block time is also coming soon. 63. Reduced cross-shard processing is planned to improve efficiency. 64. ZK everywhere (PI²): “prove everything” approach is coming. 65. AsyncV3 is in development for more complex cross-contract interactions. 66. Scalability enhancements for Merkle Tries or a new data model are being explored. 67. Linear storage on the VM is forthcoming. 68. A dynamic language interpreter at the VM is also planned. 69. Rumors suggest that MultiversX (EGLD) is building a “Truth Machine” on their L1—an essential, game-changing tool for AI verification and societal impact. 70. The entire team features individuals with PhDs in mathematics and physics, and many are former engineers at Google, IBM, and similar companies. 71. Over 56% of the network’s supply is staked, showcasing strong community involvement. 72. More than 6,772,347 accounts have been created on the network. 73. A total of 476,627,710 transactions have been processed on-chain without any outages or hacks. 74. EGLD has built a massive ecosystem over time. While not as numerous in project count as Solana, its market cap is ~100x smaller, yet it has far superior tokenomics and technology. The projects that do exist, like Hatom Protocol, are top-tier in UX, security, and advanced features. Hatom will soon introduce USH, a truly high-quality, decentralized stablecoin. 75. On competing chains, automated transactions aren’t easily or cheaply executed, whereas on MultiversX, tools like let you do this for free (with near-zero fees). 76. No other chain combines such a strong team and long-term vision where every product meets extreme security and UX standards like MultiversX does. This is why I see it as the “next Apple” in Web3. 77. MultiversX has a new CMO – Adam Bates, a former CMO at the Cardano Foundation. He was behind the success of Cardano’s huge marketing campaign and has a very good relationship with Charles Hoskinson. Thanks to him, Beniamin Mincu (the founder of MultiversX) was likely introduced, and now they will probably discuss how both blockchains can help each other, as well as any other potential collaborations we don’t yet know about. This is also extremely bullish. #EGLD is undeniably the most Scalable, Advanced, Secure, and User-friendly L1 supercomputer ever created. It’s built to SHAPE THE FUTURE. 1) 2) 3) 4) 5) 27/6/2024 - EGLDSqueeze - SUMMARY: HERE IS NO 2ND BEST. EGLD IS ONLY ONE BLOCKCHAIN THAT CAN RULE THEM ALL. ✅ UNLIMITED SCALING ✅ SCARCE AS BTC ✅ PROGRAMMABLE AS ETH ✅ NO DOWNTIME AS SOL ✅ UI/UX OF Apple ✅ SHARDING DONE BEFORE NEAR & TON ✅ BEST WALLET xPortal WITH GUARDIAN Price prediction (NFA|DYOR): My reasoning is that the real market cap as of December 23, 2024...if we take into account the value of other cryptocurrencies such as BTC, SOL, ETH, AVAX, NEAR, TON, Cardano, BNB, XRP, and so forth, plus the existence of meme coins with valuations above 20 billion USD, or even games nobody plays anymore that still have valuations above 800 million shows that EGLD’s current market cap of approximately 942 million USD is incredibly low. From a technological standpoint, user experience, and other relevant aspects, compared to SOL, NEAR, TON, AVAX, and other L1 protocols, EGLD’s market cap should realistically be around 100 billion USD. Therefore, my prediction and investment thesis is a minimum of a 100x increase from its current price (+-SOL marketcap). MultiversX is ready to onboard 1 billion people to the blockchain. From a long-term perspective, it could even reach a market cap of 1 trillion USD, which is roughly half of where BTC is right now. That would be approximately a 1060x gain from the current market cap. 1 EGLD (MultiversX) is for $34 (only 31.4M max supply) think about this. Not financial advice. Again. There is no 2nd best L1. Position yourself where the puck is going, then wait at the goal until the goal gets there Apes together, strong. Ape alone, weak. We Don't Worry. We Just Win. Shape The Future

Daniel Veroc

50,029 просмотров • 1 год назад

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

Alex Kahn

24,432 просмотров • 1 год назад

Robert Friedland (Robert Friedland) is one of the most important voices in Metals & Mining. When he speaks, we should listen. He recently gave a 40-minute speech on Green Energy, Electrification, Metal Scarcity, and more. Here are my notes from the talk 👇 WHAT DOES "ENERGY TRANSITION" MEAN? "You have a billion people that burn firewood to live. They have no access to electrical energy." "We're burning more coal and more oil today than in the history of the world." "We spent $4T putting up solar panels for hydrocarbons to still capture 83% of energy source." "You're not going to stop global warming by buying an electric car." ON ELECTRIC CARS & EV BATTERIES "With current lithium ion technology, the destruction we cause, the global warming gas we cause, we might as well sit on our chairs and do nothing." "You just bought your wife a coal-burning car by buying an EV." "The current generation of EV batteries will be toast in 2-3 years." "I would short every lithium company in the world." "We're going to kill the lithium hydroxide business over time." COMMON METALS VITAL FOR TRANSITION "If we're going to have a transition, we need common and abundant materials. We can't rely on things like nickel." "The batteries they're making now are low-grade lithium metal. You don't need nickel, cobalt, graphite, They're out the window." "You want batteries made out of common materials so billions of people can use it." WOMB TO TOMB EXAMINATION OF NET ZERO "Look at the whole system if you're trying to eliminate global warming." "The Chinese are saying 2060 and India is now saying 2070. What does that tell you?" "There's zero chance that the twelve major automakers will find enough nickel to make their batteries." "The amount of metal we need doesn't exist currently in a way that's green or sustainable. It's apparent to any readily intelligible person." "How can we stop burning coal and oil and not have an energy transition?" TWO COMPETING PARADIGMS "We have two competing tribes. One tribe says 'I want to save the world, I'm green, I need cobalt, nickel, platinum, or palladium'. The other tribe says 'Holy shit, the Army/Navy wants these metals for national defense.'" "The intensity of metal demand in conflict is beyond your wildest imagination. In WWI you needed a telescope to see the price of copper." "So we're heading to a world where both tribes have a strong demand for more metals. We're balkenizing the world into two camps and its tearing the global supply chains apart." A VERY DIFFICULT TIME "It does appear that the world is warming, and there's zero chance we'll reduce that. The question is how bad will it get?" "I was in CA recently, it was $6.20 per gallon. The average citizen is pissed off." "I agree with Jamie Dimon that this is the most dangerous time since I've been alive." "The Fed are idiots. They told us that inflation was over. And it's not even close." WE NEED TO REINVENT THE MINING INDUSTRY "First of all, we have to try to mine in the United States. No intelligent person has tried to do that in the last few generations." "Everything is blown out of proportion because mining is viewed as a bad thing." "We also have to determine what metals we actually need for the future. Which is copper." "Imagine you're plugging an EV w/ 1MW charger. Our grid is literally a 110 year old lady waiting to die. The Chinese tell me it will take $21T to rebuild the electrical grid." "Our grid is like balancing a pencil vertically on your palm. There's no storage there." "The symbol of the US, the bald eagle, is flying into offshore windmills. They're just chewing them up. Who wants to live near them? They're very low density." "At least real miners know how hard it is to actually find metals and mine it." ENERGY CONSUMPTION "A Google search requires 1,000 joules of electrical energy. You think its free, but its paid for by advertising." "You think the internet is green? You know how much energy it requires to use AI/ChatGPT? You think Bitcoin/crypto is green?" IMPORTANCE OF COPPER "I don't know if we need gold. But I do know we need copper. And we need it really badly." "Having said that, I'd rather there be gold in my copper. Because people will always want gold." "People are getting rid of their excess copper because they're de-stocking to reduce their interest cost. But we're nearing the end of de-stocking and paper selling." "This huge clash is coming between Army, Navy, Air Force and the Greening of the world economy. And the miners have an unbelievable burden to make that happen." "At the same time we need these metals, its harder to get the equipment needed to mine the metal!" "The miners have a very important role to play to supply the world with the metals it desperately needs." IMPORTANCE OF SAUDI ARABIA "If Saudi Arabia can't maintain basic energy security, we'll have $200-$300 oil. We need stability in that pricing. At $100-$300 oil, people in Egypt don't eat." "Saudi is playing a beneficial role by keeping oil between $70-90 per barrel." AUDIENCE Q&A "The valuation of the mining industry relative to the S&P 500 is the lowest in living memory. The general person thinks that mining is evil and must be eliminated." "50% of what goes into an EV is hydrocarbon. If we stopped producing oil, half of humanity would die from starvation." "I don't think we understand how formidable the Chinese are." "In a Balkenized economy, we went from a Just-in-Time supply chain to a Just-in-Case supply chain." "How much metal do we need to build nuclear reactors? How much steel, concrete, rebar, nuclear engineers do you need to build these things?" "The problem is that the world economy is Balkenized. Where is the steel coming from? Where are the pumps coming from? The French want nuclear power, and the Germans are burning coal. Even within Europe, its Balkenized. That's all I see." "I think the mining industry needs to defend itself more. Where do you think stuff comes from? There's the hardware of the mine (tons, grade, engineering). Then there's all the people around the mine (locals). There's invariably a clash with the locals around the mine. Unless they're buying into it, its not going to happen. That's the software around mining." ON KNOWING WHERE THINGS COME FROM "People don't realize where things come from. As people live in urban environments, they forget where things come from." "We need to communicate the importance of mining and humanize it as an activity. We need to mine in the United States. We need to figure out what should be mined, where we're allowed to mine, and how."

Brandon Beylo

440,049 просмотров • 2 лет назад

I’ve spent 2 hours combing through over 160 charts. Here are 40 stock charts you need to watch in the next 5 days! The market is still consolidating, but the tone shifted a bit last week. SPX failed to break out and closed near the weekly lows. QQQ and semiconductors weakened. Software is trying to stabilize, while earnings from names like $TSLA, $GOOGL, $IBM, and $INTC will likely determine where we go next. Here’s the watchlist and recording (audio cuts out after 20 min): $SPX: SPX attempted to break above both the weekly high and the upper trend line but couldn’t hold it. Buyers ran out of momentum and sellers stepped in, leaving us with a weekly close near the lows. While that’s a short-term negative, the bigger trend hasn’t broken. We’re still trading inside a two-month triangle after a strong advance. 7400 remains the key level I’m watching. Lose that and 7235 becomes a realistic target. Recover 7500 and the 50-day moving average, and I’d start looking for another push higher. $QQQ: Tech had one of the weaker weeks. QQQ is now below the 9, 20 and 50-day moving averages, and those averages are beginning to roll over, which is an early warning sign that momentum is fading. I’d keep a close eye on 685. If that level fails, the next meaningful support doesn’t come in until around 640. $IWM: Small caps continue holding above the 50-day moving average, which is constructive relative to QQQ, but the chart is still trapped inside a broad range. Until we reclaim 300, I don’t see a high-conviction setup here. $IGV: Software has cooled off after being one of the stronger groups a few weeks ago. The ETF remains below the 200-day moving average and continues to struggle there. Some individual software names still look attractive, but I’d like to see IGV reclaim 95-96 before becoming more aggressive. $SMH: Semiconductors spent another week under pressure but did manage to defend the 555 area on Friday. This group is sitting at a very important inflection point. If buyers can build on Friday’s bounce, we could start seeing leadership return. If not, this pullback could continue. $BTC: Bitcoin continues drifting sideways without much conviction. It’s holding the 58K-60K region, but there’s still no catalyst or technical confirmation suggesting buyers are ready to take control. For now, it’s simply range-bound. $AAPL: Apple continues to be one of the strongest charts in the market. Three straight weekly gains have brought it right back to all-time highs after fully recovering from the post-WWDC weakness. It has quietly become one of the market leaders again. Above 335, I’d look for continuation toward 350-360. $MSFT: Microsoft briefly reclaimed the 50-day moving average before giving it back. The chart isn’t broken, but it hasn’t shown the same relative strength as Apple or Meta. 400 remains the level I’d like to see recovered before getting more constructive. $GOOGL: Google remains below its key moving averages after the Gemini-related headlines earlier in the week. Friday was a better session relative to the market, but the chart still needs time to repair itself before offering a clean long setup. $META: Buyers stepped in exactly where they needed to, defending both the 200-day moving average and prior support. That reversal keeps the chart constructive despite the recent volatility. Above 650-652, I think Meta has a good chance of working back toward the highs. $TSLA: Tesla continues to be one of the weaker mega caps heading into earnings. The price action has been choppy, momentum is fading, and the chart lacks a clear trend. Below 368 could accelerate another leg lower. For now, I’d rather wait for earnings than force a trade. $AMZN: Amazon briefly reclaimed the 50-day moving average before giving the move back. It’s another chart that’s trying to stabilize but hasn’t earned my confidence yet. A sustained move back above the 50-day would improve the outlook. $NFLX: Netflix sold off after earnings and is now sitting at an important long-term support area around 70. That’s the level that matters. If buyers can reclaim 70, and especially 75-76, this quickly turns into an attractive failed-breakdown setup with room to recover. $NVDA: Friday looked ugly initially, but buyers defended both the psychological 200 level and the 200-day moving average. That’s exactly where you want institutions stepping in. Above 207, I’d look for a move toward 214-215, and only above there does a run back toward the highs become realistic. $BROS: Quietly building one of the cleaner bull flags on my watchlist. Friday’s strength was encouraging, and above 70 I think this one has room for another continuation move. $BE: After an incredible run, BE has finally started pulling back into support. This isn’t a chart I’d chase, but it’s one I’d monitor closely. If buyers defend 195, it could become another attractive continuation setup. $USO: Energy benefited from renewed geopolitical headlines and has started improving technically. A move above 125.85, along with reclaiming the 50-day moving average, would strengthen the bullish case. $NBIS: One of those AI names that can reverse very quickly once buyers return. Friday’s recovery was encouraging after several weak sessions. It remains firmly on my watchlist. $NET: Software hasn’t completely fallen apart, and NET continues to be one of the stronger names in the group. I’m watching 280-282 closely. If software finds its footing again, this is one of the first names I’d expect to move. $PANW: PANW continues holding up well despite broader market weakness and has respected support remarkably well. Earnings aren’t until August, leaving plenty of room for institutions to accumulate. Above 368, I’d expect momentum to build toward 400. $DELL: Dell continues holding its post-earnings gap extremely well despite weakness across AI infrastructure. That tells me institutions still want exposure. Above 410 would likely restart the uptrend. $LLY: Healthcare remains one of the stronger areas of the market, and Lilly continues showing leadership. Above 1200, I’d expect another leg higher as buyers continue rotating into defensive growth. $CRWD: CrowdStrike has done a great job holding above 200 despite the broader volatility. That’s constructive. Above 210, I’d look for buyers to regain momentum. $BAC: Earnings are behind it, removing one layer of uncertainty. As long as 60 holds, I think another breakout attempt remains very possible. $MU: Memory continues weakening after an exceptional run. Momentum has clearly faded. Below 800, I’d expect another wave of selling before buyers become interested again. $AMD: Despite the recent pullback in semiconductors, AMD continues to hold up better than many peers. The 500 area becomes an important decision point early in the week. $V: Visa printed an inside day after a healthy advance. Those often resolve with expansion. Watching 365 closely. $MA: Very similar setup to Visa. Healthy consolidation after a strong move higher. Worth watching if financials regain momentum. $SNDK: After an incredible run, the correction has been significant. The chart still needs time, but 1275-1300 becomes an important area to watch for signs that sellers are finally exhausting themselves. $ALAB: Another AI leader that’s finally cooling off after months of strength. Nothing wrong with the longer-term story, but technically it needs more time before becoming attractive again. $SPCX: SpaceX continues trading below its IPO price and has steadily deteriorated technically. August earnings become the next meaningful catalyst. Until then, I’d rather let the chart prove itself. $HOOD: Robinhood has now lost both 100 and the 200-day moving average. That’s meaningful technical damage. I’d wait for buyers to reclaim those levels before becoming interested again. $ISRG: One of the cleaner downside setups on my list. A break below Friday’s low around 345 could trigger another leg lower. Overall theme: Last week’s failed breakout shifted the short-term tone more cautious, but the bigger picture hasn’t changed. SPX remains inside a two-month consolidation, and earnings will likely determine whether we finally resolve higher or break lower. Semiconductors are trying to stabilize after a difficult stretch, software is mixed, and Wednesday becomes the biggest day of earnings season so far with reports from $TSLA, $GOOGL, $IBM, and $NOW, followed by $INTC on Thursday. $AAPL, $NVDA, $META, $PANW, $NET, $LLY, and $BROS are some of my favorite charts going into next week. If you like this, then like ❤️ it.

spacemonkey

24,428 просмотров • 8 дней назад

This battery is about to change the world in 3 months, or make this guy a fool | Fred Lambert, Hacker News Donut Lab lit the EV and energy storage industry on fire last week with its announcement of a 400 Wh/kg solid-state battery cell that can last for 100 years. At face value, if true, we are looking at the single most disruptive announcement in the history of the electric vehicle industry and energy storage as a whole. We aren’t just talking about a better motorcycle battery. If the claims of a 5-minute charge, 100,000-cycle life, and ~400 Wh/kg energy density are accurate and scalable, as Donut Lab claims, this is the holy grail of energy storage. Battery breakthrough announcements generally don’t catch fire like this, but Donut Lab’s did because it said that the cell was already in production and will be in a production vehicle, Verge’s electric motorcycle, this quarter. It gave credibility to the claim, pushing everyone to report on it. Now, we have interviewed Donut Lab’s CEO and investigated the technology. At this point, it looks like either this battery changes the world within the next 3 months, or it will make the CEO look like a fool. In this article, we discuss the impact of the battery, whether real or not, as well as clues about the secret sauce behind its chemistry. The Holy Grail of Energy Storage Consider the implications. A battery that lasts 100,000 cycles is effectively immortal in human terms. You could charge it every single day for 270 years, and it would still be working. It means the battery outlives the vehicle, not just once, but ten times over. It changes the economics of transportation entirely: you buy the battery once, and you swap it into your next five cars. The power density required for a 5-minute charge and the 400 Wh/kg of energy density opens the door to commercial electric aviation, a sector currently strangled by the weight and slow charging speeds of lithium-ion. It solves the grid storage problem by offering a medium that doesn’t degrade, meaning utility companies could amortize the cost over a century rather than a decade. If this is real, the internal combustion engine didn’t just die today; it was buried 100 feet deep, and every other battery is not far behind. But, and this is a massive “but”, extraordinary claims require extraordinary proof, and Donut Lab has yet to release that proof. And that brings us to the man making them. The Man Betting His Reputation I spoke with Marko Lehtimäki, the CEO of Donut Lab and Chairman of Verge Motorcycles. My goal was simple: ask him about the chemistry behind his battery and, if that doesn’t work, look him in the eye and figure out if he’s selling vaporware or if he’s sitting on the breakthrough of the century. Marko isn’t a random guy shouting about a battery breakthrough that will change the world. He is a legit entrepreneur. A computer scientist who built a no-coding app builder years before “vibe coding” was even a thing and sold it to SAP. After the successful exit, he became an investor and serial entrepreneur with his biggest, or most well-known, company being Verge Motorcycles, which has real products on the road. By announcing that this “miracle battery” is already in production and will be shipping in customer vehicles within 10 weeks, he is betting his entire personal reputation on this technology. If he misses this timeline or if the specs are fake, Donut Labs and Verge Motorcycles might not survive the credibility loss. He has a lot to lose here. In my article about the battery announcement last week, I noted that Marko’s presentation was incredible. He basically described a perfect battery: record energy density, incredible charge rate, unprecedented longevity, no rare metals, a cost lower than traditional Li-ion cells, and in scalable production right now. Sounds too good to be true? The only thing he didn’t share was details about the chemistry, beyond saying it doesn’t use lithium or other rare metals. What’s the point of protecting the chemistry if the battery is already in production and it will be in a product shipped this quarter? If that’s true, the battery will be reverse-engineered before the snow completely melts. We discussed it with Marko during our interview. His logic is that once the bikes ship, competitors will tear them down and figure it out anyway. But that won’t happen for another 10 weeks or so, and the head start is critical for a technology this disruptive. In the meantime, Donut Lab’s goal with the announcement was to get the attention of OEMs and ship them battery packs for validation. Marko said: We are right now shipping demo packs to OEMs under NDAs and under tight disclosures so that they can test that all of that is true, which serves our business very well [better than disclosing the chemistry]. But these programs with OEMs are likely to take a long time before they become public. Shorter term, there’s Verge Motorcycles shipping bikes with the battery by the end of the quarter. Before that, Marko also said that we should soon see third-party testing of those cells: We rather right now ship it to authorized research and science center that tests everything without opening it and telling everybody what’s in there. In short, we should have a good idea whether the claims are true or not in just a few weeks no matter what. What does Marko, or Donut Lab, have to gain by lying about this? I also discussed this with Marko and the only thing I could come up with is if he happens to be raising capital right now, but he shut that down: There are a million investors chasing us right now, but we are literally not talking to anybody. We tell investors that we can discuss terms after we have done all our disclosures. Marko insisted that Donut Lab is not taking any investment until they have proven their cells work. In short, it’s hard to find an upside for Donut Lab in making this announcement if the claims are not true. It doesn’t mean that they are, but it makes you think. The Investigation: What Is the “Donut Battery”? So, what is the secret sauce? Marko wouldn’t say, but after digging into public records, supply chains, and research papers, I believe we have a pretty good idea. Let me preface this by saying that I’m not a chemist or physicist, but I’ve been a journalist covering electric vehicles for more than a decade, and I’m pretty good at connecting the dots, and in this case, I’ve had the help of a couple of great sources, too. I’m not saying that this is the Donut Lab battery, but since they are not sharing much, we have to speculate, and all evidence points to a Finnish nanotechnology startup called Nordic Nano and its Chief Scientist, Dr. Bela Bhuskute. Donut Lab invested in Nordic Nano in October 2025, just months before this announcement. At the time of writing this, the press release has fewer than 200 views. The announcement went under the radar, and while Marko said that Nordic Nano is more of a “solar company” during our interview, the announcement mentions both solar and energy storage. Dr. Bhuskute’s research at Tampere University focuses on amorphous Titanium Dioxide nanostructures, which could benefit many different technologies, including batteries. It fits the “miracle” specs perfectly: - 100,000 Cycles: Traditional solid-state batteries are crystalline (like a brick wall) and crack when ions rush in. Dr. Bhuskute’s amorphous Titanium Dioxide is disordered (like a sponge) and “breathes,” allowing it to expand and contract without breaking. - 5-Minute Charge: This chemistry stores energy via “pseudocapacitance,” which is basically like Velcro. Ions stick to the surface almost instantly rather than having to burrow deep inside the material. - The Manufacturing: Nordic Nano uses a “nanofluid” printing process for its solar product using the technology. This aligns with Donut Lab’s description of a “clay-like” material that enables an easier manufacturing process. Some call this “battery printing”, which could explain Donut Lab’s ability to bring this to production in record time. When I asked Marko for the volumetric energy density (Wh/L), he claimed he “couldn’t remember”. Volumetric energy density is one of the few specs that Donut Lab hasn’t released. This battery is lighter than lithium-ion, but it could be bigger due to the amorphous nature of the titanium dioxide. However, the CEO claimed it has a higher volumetric density than traditional Li-ion batteries, without providing a specific number. If that’s true, not only could electric vehicles and energy storage switch to this new chemistry, but even personal electronics, such as smartphones. In 2025, Nordic Nano has been making moves, including securing a former large retail location in Imatra, Finland, near the Russian border: It could be where the company has set up production. Following investment from the Finnish government, Nordic Nano had to elaborate a bit on its products and confirmed that it is working on “solar energy systems and energy storage solutions”: The company’s range of products includes two product families: solar energy systems and energy storage solutions: The ultra-thin and flexible solar film collects twice the amount of energy compared to traditional silicon-based solar panels. Solid-state salt batteries are manufactured by printing from nanofluid, which enables the efficient use of space and the production of batteries in varying shapes. Furthermore, the company confirmed that it is using a “screenprinting” manufacturing method. This is not new. Other companies have produced battery cells with this technology with varying degrees of success. It appears that the bet is that the amorphous rather than crystalized titanium dioxide nanostructure could be more easily adapted and scaled with this manufacturing technology. Electrek’s Take I’m naturally skeptical, and this screams “too good to be true”, but I can’t find anything that categorically rejects the claims. I get battery breakthrough announcements in my inbox every week, and most of the time they never amount to anything. If I decide to spend some time researching them and talking to experts, I generally quickly hit a problem or two that make them commercially unviable. This announcement is different. We can’t really investigate the actual breakthrough; we can only speculate about it, since it is guarded. Marko’s logic for guarding the chemistry is sound, and the incentives to lie about what they have aren’t clear if he is not currently raising money. Then, because they claim this is already in production and will be in a deliverable product within weeks, we will know whether the claims are true in short order, and their reputations, especially Marko’s, are on the line. During my interview, Marko didn’t seem too worried about it. It doesn’t sound like someone who needs to quickly figure out how to deliver this, but rather someone who has a couple of aces in their hand and is looking to maximize them. It’s also strange that this innovation and then production quickly comes from a relatively small company. I thought researching Donut Lab would make me more skeptical about the claims, but it’s the contrary. It confirms that their technology stems from years of research, backed by university and government funding for its commercialization. Could it be that this critical research went under the radar and a small electric motorcycle startup in need of a significant bump in energy density stumbled upon it? Then, a savvy entrepreneur quickly found a way to optimize the impact of this potentially groundbreaking tech by spinning out a startup from the motorcycle company to market the battery to a broader market. Maybe? This could be real, or it could be hype. Again, I’m still skeptical, but I can’t point to anything specific that would disprove any claim made about this miracle battery. Again, if this is true, we are talking about a complete reset of the entire energy and transportation sectors. Donut Lab would become one of the biggest companies in the world. A Nobel Prize would be coming to Dr. Bhuskute and her colleagues in the near future. If it’s not, Marko and Donut Lab’s reputation would be destroyed. There might also be a middle conclusion where the battery is nearly as good as they claim, but when you ramp up production, other problems arise, such as scrap, which has been the undoing of another company that recently tried screenprinting batteries. Who knows? But it sounds like we should find out soon. Within weeks, we should get independent verifications of the specs. Then the bikes get delivered within months. You can fake a presentation, but there are things you can’t fake.

Owen Gregorian

123,359 просмотров • 6 месяцев назад

Greetings, global pioneers! Happy Saturday!🌹🌹🌹 I hope this message finds you well and in high spirits. This Saturday, I encourage you to reflect on all the good things life offers. Spend time with your loved ones, enjoy moments of rest, and cherish the blessings you have. Remember that this is the foundation upon which Pi Network was built a community that values love, support, and hard work. As pioneers, we can significantly impact and achieve financial stability while supporting the Pi community. Finding a job is an excellent way to ensure financial stability and not expect to sell Pi. It is important to understand that solely focusing on completing the KYC process and exchanging Pi to fiat currency, without having a job, can lead to feelings of anxiety and depression. Additionally, selling Pi will not solve any financial difficulties and may cause you to miss out on potential wealth opportunities. As a suggestion, all global pioneers should secure a job before the launch of OM. If you are unable to find a permanent job, consider finding a temporary job, especially in the next 3-6 months. By working during this period and refraining from selling Pi, we can speed up the KYC and migration process, ultimately leading to the launch of OM.✌️✌️✌️✌️ In addition, spending more time with our family can bring harmony to our lives and help us gain their support, which is crucial in achieving our goals. Even small contributions to the Pi community, such as posting "thank you," "I support GCV," "I love Pi Network," or "we are a big family and we support each other," can go a long way in making a difference. If you don't understand why we support GCV, take your time to read and observe instead of posting negative comments. Remember, most pioneers catch up and support each other, so if you missed the class, don't worry, and learn from others who did well. Let's work together and make a difference while achieving our goals. In my previous post, I emphasized the importance of having a strategy and tactics to help you manage your group and community efficiently without wasting too much time. To ensure that your group runs smoothly, it's crucial to establish a sense of unity and ground rules. Remember, the group is not a platform to post anything and everything, especially fake news and misleading information. Mutual respect is non-negotiable, and any attack or smear will not be tolerated. Only share information about GCV education and activities. By following the guidelines provided, you can manage your group efficiently with just half an hour of effort each day. As a group owner or moderator, it is your responsibility to ensure that pioneers study in the correct direction. Please refrain from using fake news to attract and paralyze pioneers, as it will only cause anxiety and hatred towards Pi Network. Education is a top priority. But what exactly is education? In the context of Pi Network, education means helping pioneers understand what Pi Network is and why it has not taken the same steps as Bitcoin or other cryptocurrencies. Pi Network's mission is to resolve technology, financial, and currency problems and apply these benefits in our daily lives. It's important that all pioneers pay attention and not just look at the exchange market. While exchange markets can benefit some investors, they can also lead to significant losses. If you read what Dr. Nicolas has said, you will understand why he has invested so much money, almost a decade, into Pi Network as a real blockchain technology to help our world and society. He cannot achieve this goal without the support of all 50 million pioneers. It's important that we work together to make Pi Network a success. The following is a set of recommendations for pioneers interested in GCV . Our first step should be to understand why we need $314,159 and what measures pioneers should undertake to achieve this goal. To succeed, pioneers should make use of easily accessible resources and avoid unnecessary expenditures and risks. In this context, I recommend that pioneers develop the skills necessary to become self-learners, given the wealth of information available on my Twitter. I have received many questions about GCV from pioneers through Twitter. It can be overwhelming to respond to each one individually, especially when I have my daily work to do. I advised pioneers to become self-learners and cultivate patience and perseverance in studying. It's important to take the time to learn and understand things on your own, and not solely rely on others for answers. I would like to acknowledge the suggestions of Canadian merchant Mengmiao for the creation of the website OrientalPurpleLotus, which serves as a platform to share my articles and videos. This website will enable global pioneers to access my posts with greater ease. I will publish the website when it is ready. I apologize for being unable to respond to all of the private messages I receive from pioneers. While I act as a GCV ambassador focused on education, I do not have the capacity to act as a global community leader. For information on specific regions, I advise pioneers to consult their respective community leaders. It is pivotal to emphasize the importance of mutual trust and support in achieving success, and I urge pioneers to refrain from attacking one another. I am elated to witness the success of the Malaysia Community led by Mr. Patrick and other exceptional community leaders in organizing the Xin Shan Barter support GCV event yesterday. The event drew around 500 pioneers from Singapore, Indonesia, Taiwan, Vietnam, and mainland China, generating thousands of GCV data. I extend my gratitude to the Malaysia community for their dedication to GCV education and barter support. Additionally, I commend the Barter organizers and merchants for their generous support and hard work. Their contributions are an inspiration to all global pioneers to learn from their success.✌️✌️✌️✌️👍👍👍 I look forward to the Philippine community's upcoming barter event on Mar. 10th., which will be led by Ms. Lumari and other outstanding community leaders. I express my gratitude to them and extend my best wishes for a successful event.👏👏👏 I encourage all pioneers to join my GCV group, enabling them to share information with their respective groups. The global GCV group and the Chinese GCV group two such communities. This message is coming to you from my cozy office, where I am surrounded by beautiful music and fragrant candles. I will continue to share Malaysia's fantastic barter videos and photos with you and post speeches from myself and other Chinese community leaders. Stay tuned... Doris Yin 🪷🪷🪷

Doris Yin 东方紫莲🪷

24,667 просмотров • 2 лет назад

TOPIC #107: PI NETWORK IS A STABLE COIN? -WHO DECIDES PI FULLY OM FIXED VALUE? Dear GCV army, I hope you are all doing great! First of all, I would like to express my sincere gratitude for all your hard work. Many of you have achieved significant milestones, and it’s evident that you are making a great difference. Our influence has grown significantly, with an increasing number of social media posts and YouTubers publicly supporting us. I can see that more and more people are beginning to understand why we advocate for GCV. Today's meeting aims to alleviate any doubts you may have, allowing you to relax and feel confident as we embark on our historic journey together. I will answer the questions I’ve received and address some important issues we need to focus on to maintain our community's efficiency, particularly regarding our Generals, which will be the topic next weekend. I put the questions I received here. "A question addressed to Ms. Doris Yin in the emergency meeting 1– In light of the rapidly changing global circumstances and the increasing discussion about stablecoins backed by U.S. Treasury bonds, how do you see the future role of the Pi Network in this context? And what practical steps should the GCV army take now to accelerate this path? 2_ There are those who promote the idea that the price of Pi is what appears in the market (currently around $0.49) and compare it to the price of GCV within the ecosystem (314,159 Pi = 1 good or service). They say if Pi’s price rises to $2, it means that the value within The ecosystem is approximately 2 million dollars. With sincere appreciation and discipline." This is from the Arab head of GCV Ambassador Mr. Mohammed. Another question: "Hello, my Global Ambassador, I am Ateba Joseph, Ecological Ambassador in Cameroon And a member of the GCV army, I am delighted to exchange with you. Regarding the meeting with the GCV army on Sunday, July 27, 2025.. Here is my concern: A few days ago, a correspondence indicated that Pi is not or is not yet a stable coin. Upon reading this information, we have provided many explanations to help the pioneers understand this. I hope you will focus more on this statement to further strengthen our understanding of the subject. Thank you for taking my concerns into consideration" Thank you for the above questions; my answers are below. The first question concerns stablecoins. Many pioneers are hoping that Pi can be recognized by the U.S. government as a stablecoin. I wrote an article on this in May. On July 18, 2025, President Trump signed the Guiding and Establishing National Innovation for US Stablecoins Act (the GENIUS Act) into law. This legislation establishes a regulatory framework for payment stablecoins and marks the first federal legislation on digital assets enacted since President Trump issued an executive order aimed at making the U.S. the “crypto capital of the world.” U.S.-issued stablecoins are expected to become the primary means of dollar transactions globally, especially in emerging markets with unstable local currencies. The sponsors of the GENIUS Act estimate that by 2030, stablecoin issuers may collectively become the largest holders of U.S. Treasuries, surpassing foreign central banks. From this, we can see that U.S. stablecoins must maintain reserves backing outstanding payment stablecoins on a one-to-one basis, consisting only of specified assets, including U.S. dollars and short-term Treasury securities. It is clear that the Pi Network will not take this path, as it is not part of our plan. A stablecoin is essentially a digital representation of the U.S. dollar. All stablecoin issuers do not create a new currency; rather, it’s akin to purchasing chips at a casino – you must use U.S. dollars to buy those chips. However, Pi is a completely new currency. It does not need to be backed up by U.S. dollars or U.S. Treasuries to be used. If that were the case, we wouldn’t need to establish an ecosystem or have a three-year enclosed mainnet. I previously mentioned the possibility of Pi being an algorithmic stablecoin since only algorithmic stablecoins do not need to be backed by U.S. dollars. However, algorithmic stablecoins have faced significant failures in the past. The collapse of the Terra (LUNA) cryptocurrency resulted in a loss of at least $40 billion in market capitalization, with estimates reaching as high as $60 billion. TerraUSD (UST), an algorithmic stablecoin, lost its peg to the U.S. dollar, contributing to its overall collapse. The new stablecoin legislation recently passed through the Senate effectively ties the U.S. Treasury to crypto, as it essentially bets the government’s cash flow on digital tokens and market speculation. This legislation requires stablecoins to be backed by short-term Treasury bills, generating an estimated $2–$3 trillion in new demand for government debt, which is nearly half the current size of the T-bill market. On paper, this looks beneficial, but in reality, it creates a circular feedback loop: crypto demand fuels stablecoins, stablecoins buy T-bills, and T-bills fund government deficits. The government becomes reliant on speculative capital flows. Thus, we should understand why the U.S. government will not support the Pi Network as a stablecoin, as they require stablecoin issuers to buy T-bills and can no longer trust algorithmic stablecoins. So, what is the future of the Pi Network as a currency? From my perspective, Pi is already listed on exchange markets. It cannot be classified as a security because it is mined freely and is not an ICO. Instead, it should be categorized as a commodity, similar to Bitcoin and ETH. When a currency is listed for trading on an exchange, its price is determined by the balance of supply and demand. However, Pi is a currency in its own right; it has inherent value from Pi holders -Pioneers. Historically, currency has served as a medium of exchange. A medium of exchange is a widely accepted item for buying goods and services in an economy. It facilitates transactions by eliminating the need for a barter system, where goods are directly exchanged for other goods. In modern economies, money (such as currency) serves as the primary medium of exchange. **Functions of Money:** One of the core functions of money is to serve as a medium of exchange, enabling the smooth transfer of value between buyers and sellers, thereby simplifying trade and economic activity. **Examples:** In modern economies, this typically includes currency (paper money, coins) or digital money. In specific historical contexts, other items, such as cigarettes in prisoner-of-war camps, have also served as mediums of exchange. **Importance of Acceptance:** For a medium of exchange to function effectively, it must be widely accepted and trusted within the relevant community. **Not the Same as a Payment Method:** While credit cards and checks are used for payments, they do not serve as mediums of exchange themselves. Therefore, stablecoin is not a new currency. It is more likely to have a credit card or check character. It is a USD digital status. From the analysis presented, we can draw the following conclusions: The current price of Pi on the exchange market primarily serves as a temporary measure to facilitate broad expansion. While this is not our primary objective, it constitutes a strategic approach towards achieving our mission. To gain a clearer perspective, we must adopt a higher-level view of the overall vision for the Pi Network. The mission and vision of Pi Network clearly articulate that it is not intended to function as a commodity for sale, nor is it meant to be an investment vehicle or a speculative security. Instead, it is crucial to recognize that Pi is designed to be a medium of exchange—a new form of currency. As pioneers in this venture, we have the unique opportunity to acquire Pi through free mining. However, it is important to note that the current mining rate is relatively slow. To overcome this limitation and to further our goal of mass adoption, it is essential for more individuals to join the Pi Network and participate in holding Pi. One efficient way to accelerate this process is by allowing Pi to be traded on the exchange market, which can result in rapid and widespread adoption. Since Pi can be mined for free, a lower price could make it more accessible to a larger number of people. It's important to focus on our primary goal during this pre-full Open Mainnet (OM) phase: mass adoption, rather than aiming for high prices, which many pioneers expected. Some pioneers want to sell when the price increases, but if too many sell, it could undermine our goal of achieving mass adoption. This scenario is reminiscent of historical instances when shells served as currency—readily accessible from the sea or buy from the village market. For shells to function effectively as currency, a collective effort was needed to hold and circulate them within the village. If only a select few individuals possess the shells, the currency lacks the necessary circulation to sustain an economy. Hence, our goal should not be centered on achieving a high price; instead, we should strive to make Pi more affordable so that a greater number of individuals can acquire and hold it, thereby fostering a thriving economic ecosystem. Of course, the rising price will build up merchants' confidence to accept it as payment. This is why we refer to it as a buyback campaign, which aims to achieve mass adoption and foster ecosystem confidence. As Pi evolves into a currency, the question of its value becomes pertinent. Given that it is a new currency, its value is not immediately clear. This presents an opportunity for us, the pioneers, to play a crucial role in defining it. The determination of Pi's value is not the responsibility of a central authority such as CT, the government, or the exchange. Instead, it will emerge from a decentralized consensus within the community, which collectively owns Pi. This concept is akin to ancient times when the value of shells was not determined by the sellers. Rather, the value was derived from the collective agreement of the village that utilized them as currency. I hope this elaboration clarifies the distinction between value and price, enabling a deeper understanding of the foundational principles that drive our mission with Pi Network. Pi represents a groundbreaking innovation—a revolution that is poised for long-term economic development on a global scale, rather than perpetuating cycles of plunder and exploitation. By harnessing the power of blockchain technology, Pi empowers ordinary individuals, which creates an inherent conflict of interest with the U.S. government in the short term. Should the U.S. government endorse the Pi Network, it raises questions about the viability of U.S. treasuries and who would ultimately purchase them. Consequently, the government may prioritize support for stablecoins backed by the U.S. dollar and U.S. Treasury securities, as this can help alleviate the U.S. government's issues with limited demand. However, I previously mentioned the potential for Pi to emerge as an algorithmic stablecoin. At that time, the Genius Bill had not yet been enacted. If the Pi Network gains acceptance from the U.S. government, its growth could become rapid and expansive, leading to widespread adoption in other nations. This path would position Pi as a legitimate currency in nearly every country, contingent upon certain conditions. For instance, if the price of Pi in the exchange market can align with the GCV, this could be achieved through a buyback mechanism involving 10 million pioneers. Such a scenario would indicate that Pi differs significantly from past algorithmic stablecoin failures, presenting a compelling case for the U.S. government to view Pi as a low-risk asset. However, it presents a significant challenge to be collectively reached by pioneers, and there are other conditions that we cannot achieve in a short time. While it might appear that Pi Network conflicts with the U.S. dollar or stablecoins in the short term, it has the potential to address the broader issue of overprinting currency, which has plagued the U.S. and many other nations. This would benefit international trade by alleviating concerns about currency appreciation or depreciation in international transactions. The global economy indeed requires a super sovereign currency—one that ensures stability for future generations and fosters lasting peace and prosperity. To comprehend Pi as a currency, it is crucial to recognize that we must cultivate long-term value by generating GCV data. In the short term, our focus needs to be on establishing a robust exchange market and decentralized applications (DApps) to drive mass adoption. If this is understood, there should be no need to feel discouraged by the current low price of Pi. The true value of Pi as a currency derives not from the exchange market, trading platforms, or governmental endorsement, but rather from our community's collective efforts and engagement. You might wonder how a government could adopt Pi, given that it does not take the form of a stablecoin. I would counter with the example of Bitcoin, which has thrived even in environments where many countries have imposed bans. Currently, Pi is transitioning from its traditional commodity status to being recognized as a currency, meaning governmental awareness of Pi Network is still in development. As such, existing regulations generally pertain to older forms of cryptocurrency rather than our innovative approach. Our branding as a digital currency, rather than a cryptocurrency, is intentional. Dr. Nicolas has expressed concerns that many aspects of conventional cryptocurrencies pose challenges to government frameworks and public trust, often leading to economic harm rather than benefit. Our commitment to Know Your Customer (KYC) and Know Your Business (KYB) protocols distinguishes us by mitigating money laundering risks and protecting Pi holders from speculative practices. Many businesses face bankruptcy or closure because consumers lack the disposable income to engage in spending. Imagine how Pi could enable those businesses to survive and thrive—people could utilize Pi to make purchases and easily convert it into fiat currency to sustain operations, thereby preserving many jobs. The function in our wallet that allows users to "buy" Pi is not merely a feature; it represents a vision for the future where conversion to fiat currency can happen immediately, without dependency on third-party exchanges. Moving forward, we can establish a fixed rate (the GCV) for conversions. Once larger institutions and prominent companies recognize the low-risk profile of joining Pi Network due to its GCV stability, we can expect a considerable influx of participants seeking to gain a competitive advantage. You may ask how companies would finance the purchase of Pi at GCV rates. This is an insightful question. My perspective is that the demand for Pi’s stable value will inherently incentivize investments. Much like why individuals purchase stablecoins for their convenience in facilitating cross-border transactions, Pi will appeal to consumers and businesses alike, particularly because we are leveraging Web 3.0 blockchain technology, AI-driven platforms, and a rich ecosystem of decentralized applications (DApps). We are cultivating a loyal customer base that recognizes the value of this innovation. We understand that high-net-worth individuals seek safe investment opportunities. While U.S. treasury bonds currently represent a secure asset class, they are not without risk. Therefore, if Pi Network can maintain a limited supply coupled with blockchain technology and a consistent GCV, it is plausible that affluent investors would allocate a portion of their capital to acquire Pi. This would lead to fiat inflows whenever there is increased demand for Pi, establishing an equilibrium between Pi and fiat currencies. This interplay is why I believe DApps are critically significant. We need broader usage of Pi in real-world applications. I hope my analysis has helped clarify why the price of Pi should not overly concern us. Buying Pi to hold onto it allows pioneers to accumulate more, while building merchant confidence is essential to kickstart the ecosystem. Merchants will be motivated to see Pi’s price appreciation since this removes the risks for DApps and service providers who depend on exchange market prices. A rise in demand for Pi will subsequently reduce its supply, which is beneficial for price increases. I look forward to discussing Pi GCV army management in another session. Thank you for your time. Let’s continue striving for greatness together. Doris Yin 🪷🪷🪷 Founder, Global GCV Movement Disclaimer: This speech is intended solely for educational purposes within the GCV community. The views and content shared here represent my personal perspective and are part of the GCV movement, but do not reflect the official position of the Pi Core Team (PCT). Pi Network represents a new revolution, meaning there is no existing example for us to follow and no guiding manual. As Dr. Fan mentioned, we cannot predict what will happen around the next corner. Therefore, we must practice and forge our own path. As more people traverse this journey, the road will become clearer.

Doris Yin 东方紫莲🪷

17,590 просмотров • 1 год назад

🚦 TRAFFIC SPECIAL RECAP AMA THREAD 🎙 by ElderKarl x Mirko | Cronos x Emily Sit | Cronos BD 📅 June 11th, 2025 In this special AMA, Mirko and Emily join Karl to address questions from the Cronos community. Topics range from gas fee reductions and sub-block times to ZK chain status, bridge connectivity, ETF plans, and the infamous 70B unburn. They emphasize transparency, iterative feedback, and tighter ties with moving forward. 🕒 Timestamps: 🔴 00:00–07:15 — Intro: Karl sets structure, questions condensed 🔵 07:15–14:40 — Meet Mirko: global background, new leadership role 🔴 14:40–21:30 — Meet Emily: external lead, user + partner engagement 🔵 21:30–30:00 — Why Cronos? Real-world rails + renewed mission clarity 🔴 30:00–39:10 — Chasing metas vs building core value 🔵 39:10–47:55 — Labs as facilitator, not driver: lessons from IMOs 🔴 47:55–55:20 — Cross-ecosystem presence + KOL/marketing focus 🔵 55:20–64:45 — Expanding builder support: referrals, microgrants, on-the-ground hiring 🔴 64:45–72:10 — Accelerators, grants, ambassador program reboot 🔵 72:10–79:25 — Sub 1 second-block time + 10x gas fee cuts confirmed 🔴 79:25–85:40 — Infrastructure, account abstraction, DeFi onboarding 🔵 85:40–95:00 — ETF strategy & utility for 70B unburned CRO 🔴 95:00–105:10 — Community unease: burn optics, voting power, and decentralization 🔵 105:10–113:45 — Reframing onboarding: magical DeFi moments > swaps 🔴 113:45–122:30 — partnership depth: wallet, events, marketing 🔵 122:30–131:20 — Discovery flows: puush vs abstract, on-chain wallet ideas 🔴 131:20–137:00 — Influencer strategy: independence from 🔵 137:00–142:50 — One-off Qs: builder gas revenue, roadmap favs, consensus upgrades 🔴 142:50–End — ZK chain clarity, AI agent slowdown, Cronos ONE 🔴 Intro: Karl sets structure, questions condensed (00:00–07:15) Karl opens the AMA by setting boundaries: no stage access, no DMs, and all submitted questions compressed into key themes. The goal is transparency, clarity, and maximum signal over noise. 🔵 Meet Mirko: global background, new leadership role (07:15–14:40) Mirko introduces himself as the new head of Cronos, highlighting his global career from Italy to Boston to Hong Kong. A founding member of the ecosystem, he now takes the lead on revamping strategy, growth, and builder outreach. 🔴 Meet Emily: external lead, user + partner engagement (14:40–21:30) Emily shares her role in ecosystem development, communications, and partner coordination. She’s deeply networked with the crofam and builders, and committed to amplifying future rollouts when timing allows. 🔵 Why Cronos? Real-world rails + renewed mission clarity (21:30–30:00) When asked "Why Cronos?", Mirko leans on its real-world ties — especially to massive reach. The chain aims to carve out a unique role by bridging DeFi with mainstream access and tangible user value. 🔴 Chasing metas vs building core value (30:00–39:10) Mirko says chains shouldn’t pivot with every new hype meta. Instead, Cronos should strengthen builder pipelines and let narratives emerge organically — like they have with Polygon, Solana, etc. 🔵 Labs as facilitator, not driver: lessons from IMOs (39:10–47:55) Cronos Labs will stop trying to run the show during hype cycles and instead enable projects through amplification, not control. This is a direct answer to past criticism over things like IMOs and over-managed launches. 🔴 Cross-ecosystem presence + KOL/marketing focus (47:55–55:20) More crypto-native KOLs, builder referrals, affiliate campaigns, and potential guerilla tactics (like ice cream trucks) are on the way. Marketing will no longer be treated as an afterthought. 🔵 Expanding builder support: referrals, microgrants, on-the-ground hiring (55:20–64:45) The ecosystem team is scaling — more Emilys inbound. There’s interest in hyper-granular support: $200 microgrants, dev mentorship, even team matchmaking. No program is sacred if it doesn’t work — rapid iteration is the new standard. 🔴 Accelerators, grants, ambassador program reboot (64:45–72:10) Grants will return with clearer segmentation. Mirko confirms a rebooted ambassador program is coming — with better definitions, better rewards, and no more ambiguity about their role in decision-making. 🔵 Sub 1 second-block time + 10x gas fee cuts confirmed (72:10–79:25) Cronos will shift to sub-block times and drastically lower gas fees — 10x reductions confirmed. This positions it better against fast-moving competitors and opens the door to UX upgrades in trading and microtransactions. 🔴 Infrastructure, account abstraction, DeFi onboarding (79:25–85:40) Karl asks whether onboarding should be swaps or experiences. Mirko wants onboarding flows that reveal the “magic moment” of DeFi: earning, borrowing, community, upside. Abstracts and embedded paths will help. 🔵 ETF strategy & utility for 70B unburned CRO (85:40–95:00) The 70B CRO reissuance is meant to fuel strategic growth — especially around ETFs. Karl pushes on dilution concerns, but Mirko insists it’s not a sell-and-dump; it’s a capital war chest to deploy tactically. 🔴 Community unease: burn optics, voting power, and decentralization (95:00–105:10) Karl raises concerns about reintroducing supply while promising quarterly burns. Mirko says the burns will evolve. On governance, they admit: power is concentrated. Better education around decentralization and governance is needed. 🔵 Reframing onboarding: magical DeFi moments > swaps (105:10–113:45) A swap isn’t the hook. Getting a loan without KYC? Winning CRO from a meme coin? That’s stickier. Mirko and Emily emphasize the importance of connecting users to these breakthrough experiences in smoother, cleaner flows. 🔴 partnership depth: wallet, events, marketing (113:45–122:30) Karl presses for clearer co-marketing. Mirko confirms strong internal cooperation — from product to promotion. Emily hints at new events and campaign opportunities rolling out in the near future. 🔵 Discovery flows: cronos vs abstract, on-chain wallet ideas (122:30–131:20) There’s alignment on improving wallet-side discovery. Cronos wants seamless transitions from centralized onboarding to real dApps. Wallet banners and indexing upgrades are underway. 🔴 Influencer strategy: independence from (131:20–137:00) Cronos will build its own creator ecosystem rather than rely on influencer pool. Emily wants aligned voices, not just market hype machines. 🔵 One-off Qs: builder gas revenue, roadmap favs, consensus upgrades (137:00–142:50) Gas revenue for builders is under review. Pioneer Season 2 is still in the backlog. Consensus changes are being explored if speed upgrades demand it. Emily is most excited about expanding builder team support. 🔴 ZK chain clarity, AI agent slowdown, Cronos ONE (142:50–End) ZK is powerful but early. The team is still investing and sees potential, but Cronos EVM will be the priority for now. AI agent development has slowed industry-wide. Internal tools like are still in testing phase.

puush.fun

59,656 просмотров • 1 год назад

[Behavioral Scientist's Analysis] NewJeans, Now Even Stronger, HYBE in Trouble I’ll listen again. Danielle: “Naturally, we all want to continue working with Daepyonim. Even before debuting as NewJeans and through all of the time that we spent together with Min Hee-jin Daepyonim, all of us felt that the music we wanted to make and the kind of world we wanted to build together, our vision, was similar in so many ways. With Min Hee-jin Daepyonim, we were able to prepare each and every task with sincere hearts, and I believe it shows in our work. Putting our sincere effort into something is only possible because the people that we're working with have trust in each other and have that same vision. Min Hee-jin Daepyonim is not only the person that produces our music, but someone who makes NewJeans who we are. She discusses even the smallest details with us and explains them in ways that we can understand clearly. NewJeans has a distinct colour and tone, and this was created with Min Hee-jin Daepyonim. She is integral to NewJeans’ identity, and we all feel that she is irreplaceable.” Danielle clearly stated this and also expressed it in English. So, in terms of the NewJeans issue, international fans who don’t have much information may not have had a clear perception of Ms. Min Hee-jin or how to view this issue. If you look at the comments, it was very poorly organized. In Korea, we now have clear information, so NewJeans fans, Bunnies, are cheering for NewJeans and supporting Ms. Min Hee-jin. It has become clearly sorted out like this. However, internationally, it hasn’t been clearly explained. But with Danielle explaining it so well in English, I expect that from now on, the international atmosphere will shift towards attacking HYBE, criticizing Bang Si-hyuk, and supporting Ms. Min Hee-jin and NewJeans worldwide. So, now that the artist has clearly stated their position and made it clear that the identity and assets of the NewJeans brand come from Ms. Min Hee-jin, regardless of any legal disputes or lawsuits, in the minds of the fans, NewJeans equals Min Hee-jin. And as for the current management of ADOR and HYBE, they will be seen as the ones attacking NewJeans and the mysterious people with no clear motive, such as Bang Si-hyuk. I think this will now be clear. Considering the nature of the entertainment industry, like many creative industries and the cultural industry, this is not manufacturing. Many things can’t be determined through legal processes like patents for ideas or lawsuits. The B2C market, or the market for services and consumption of an artist's brand, is driven by sensitivity. People consume it because of the emotional connection and enjoy it because of that sensitivity. So, what’s the point of winning a legal case? Even if HYBE were to win any legal case, do you think consumers wouldn’t boycott NewJeans’ music or other products afterward? I believe HYBE will be punished in some way for its actions towards ADOR and its current management. The way they are handling risk management is shortsighted, as they fail to understand people’s emotions. They seem to only rely on the advice of legal professionals and accountants, and their entire approach to this issue is so narrow-minded and misguided. It feels incredibly foolish to me. So, to summarize: NewJeans’ branding was done by Ms. Min Hee-jin. The identity and assets of the NewJeans brand were created by her, and we did it together because of her. Haerin: “However, even after our debut, there have been many unfair and incomprehensible incidents that you might not know about, and these incidents have only increased over time. As some of you may know, recently, videos from our trainee days and private records, such as medical information, were leaked. When I first saw that, I was really shocked. It was hard to understand how our company, which is supposed to protect us, failed to manage and allowed such information to be leaked. Naturally, this situation has made us worry that other strange or false information about us might spread in the future. Although we, along with our parents and Min Hee-jin Daepyonim, have raised concerns about this to HYBE, they haven’t resolved the issue, nor have they taken any proactive measures. Then, in the midst of all this, our CEO was dismissed, and we’re left wondering whom we can trust and rely on. We’ve come to the conclusion that if we don’t speak out about this now, no one will know what we’re going through. After much discussion among ourselves, we finally decided to take this step.” The current situation is shocking, but this is not just about this one incident; they’ve been continuously receiving unfair treatment from HYBE. The fact that they are saying this publicly now is truly shocking. They’ve been discussing these unfair treatments with their parents and Ms. Min Hee-jin while continuing their activities as NewJeans. They are saying that the unfair treatment from HYBE has been ongoing. It’s hard to understand as an outsider, but now the artists themselves have confirmed that there have been instances where the company has mistreated them. This is no longer a matter of speculation or exaggeration. NewJeans has officially admitted that HYBE has been continuously mistreating them. Moving forward, this changes the entire perspective on the issue. It’s no longer just NewJeans vs. HYBE or Min Hee-jin vs. Bang Si-hyuk. It’s hard to even imagine the reality of this situation. Now that the NewJeans artists have come out and said that HYBE has mistreated them, regardless of how HYBE tries to communicate going forward, they will now be framed as the ones mistreating NewJeans. How can they possibly shake off this perception now? I don’t think they can. Hanni: “Something happened to me recently. The 4th floor of the HYBE building is where we get our hair and makeup done, so a lot of other artists and staff come and go there. One day, I was waiting alone in the hallway, and some staff from another team passed by. We greeted each other, but when they came back out a bit later, I heard one of their managers say, “Ignore her,” right in front of me. I could hear and see everything clearly. Even now, I still don’t understand why I had to go through that.” I still don’t understand why that happened, even now. When I think about it, I feel like it was really ridiculous. This story from Hanni was so frustrating and absurd. Wow, what Hanni just shared is really shocking. She mentioned meeting an artist, and that artist's manager told them to ignore her. If this happened in middle or high school, people would probably dismiss it as childish fighting, but this happened among adults, and it's becoming a huge issue. Honestly, the NewJeans members aren’t sharing these stories to stir things up. They’re probably just speaking truthfully about their experiences and trying to be genuine with their fans, saying, “It’s time we express our stance honestly.” The timing and approach they’ve taken are actually perfect. They started by clearly explaining their motivations and why they’re speaking out, then moved on to using English to express what NewJeans’ identity is and the members' feelings, as well as their history with their manager. They made it clear how they feel about these situations. Now, they've started sharing more detailed stories. The way they’ve structured everything is so good because people remember stories more than abstract thoughts or philosophies. When you say, “This happened to me,” people are much more likely to remember that than vague statements. Hanni shared her unfair experience in such an honest way, and I think it’s going to spread widely. I can already imagine netizens trying to figure out which manager it was, which artist, and so on. This story will likely go viral. People remember stories like this because they stick in their minds. For example, remember when Bang Si-hyuk didn’t return NewJeans’ greeting, and it became a huge thing about face blindness? People don’t remember the details, but they remember that someone important didn’t greet them. It became a memorable story. Minji: “When I heard about what Hanni experienced, I was really shocked. How could a manager from another team tell their members to ignore one of us, and say it so loudly that Hanni could hear it? Such unimaginable words and behavior were directed at us, yet there was no apology, nor did they even acknowledge their wrongdoing. Of course, I’m worried about how many more similar incidents might occur in the future and whether we’ll be subtly ostracized without anyone there to protect us.” Hanni: “I hope no one else has to go through something like that, but since it’s already happened once, I can’t help but feel scared that other members might experience the same thing. I spoke to the new CEO about it, but since I didn’t have evidence and it was considered too late, they seemed to brush it off, making me feel like there’s no one left to protect us. It really felt like the concern for us was gone, and even though I was being honest, it made me feel like I was suddenly being treated as a liar. Before, Min Heejin, our previous CEO, used to take care of us a lot. But now, while the new people say they’ll help, it’s just been months of excuses... excuses... excuses... They keep saying that it’s something they can’t resolve. But this is something that I personally went through and experienced, yet they are trying to dismiss it as if it’s my fault. I’m worried and scared about what might happen next.” I want to make two points here. First, this is clearly “invisibility.” It’s not physical violence, but it’s about not acknowledging someone’s greeting, deliberately ignoring them, and so on. While it may not seem like a big deal, it still deeply hurts someone’s feelings. There’s been a lot of research on how these kinds of actions negatively affect an organization, spreading like poison and making people feel bad. It’s something we should really work against. The second point is about third-party justice. Hanni raised a legitimate concern, and it wasn’t handled properly within the company. This made Hanni, Minji, and others realize that the new management isn’t on their side. When others witness this, they’ll also realize that this company doesn’t have their best interests at heart. This realization leads to a loss of trust. People will remember these events, and once this perception sticks, it’s hard to change. It affects not just NewJeans, but also other artists who will think, “Oh, this is how HYBE treats people.” And it even affects the employees who work there. Minji: “Of course, I’m worried about our future, but what’s most frightening is that the work we’ve already created is being compromised. Seeing the people who have poured their lives into creating our work being treated this way makes it hard to understand how this could be happening. The new management said they would separate producing and management, but we’ve always worked differently from other labels, and we thought that our way was a good one. Now, Daepyonim can no longer approve all matters, and we’re left wondering how we’re supposed to continue working as we did before. The recent statement from the new management also didn’t make sense to me. If they really didn’t intend to interfere with our production, then the recent incident with Director Shin Woo-seok should never have happened, and it should have been handled differently. We are the ones directly involved with the copyrights and likeness rights of our content, yet they’re making decisions without our consent. In their statement, they kept saying they were acting to protect us and prevent our anxiety, but why do they keep insisting on this when they haven’t considered our wishes? We don’t want any more unnecessary issues to arise, and we want them to show respect and consideration for Daepyonim and all the directors who have worked with us. The things they’re doing right now are not in our best interest at all.” What’s worth discussing here is the perception of hypocrisy. People really dislike hypocrisy, and when you think about it, it makes sense. When humans are surviving, if there’s an enemy or a difficult environment, they overcome it as part of life. But the most dangerous situation is when you think someone is an ally, but they turn out to be an enemy. When you thought they were on your side but they stab you in the back — that’s when people are really upset. That’s why people hate it when there’s a discrepancy between outward appearances and inward intentions. It creates a near-hatred, especially when someone claims to be acting for your benefit but it’s clear that they’re not. This is what Minji is clearly pointing out — these people are hypocrites. New Jeans has already reached a conclusion internally: this new management team, in less than a month, has revealed themselves to be hypocrites. And they’ve shared this with the fans and everyone else. This isn’t just some interesting topic on a live broadcast; this will cause a huge impact, and I am certain of that. New Jeans has come to a solid realization — these people are not working for us. They are liars and hypocrites. Therefore, the new management can no longer properly lead the company. They will not be able to continue, and this system cannot be maintained. Why? Because the artist has called them out as hypocrites. The only way they can recover is by proving they aren’t hypocrites, but even then, that’s not effective — New Jeans would have to say it. But the chance of that happening is zero. In short, these people have been socially branded as hypocrites. The new management’s time is up. Less than a month, and their time is over. In the creative industry, especially in culture and the arts, content production — such as creating songs or music videos — cannot be separated from management. That’s how we’ve always worked, and it was good for us. Min Hee-jin was a remarkable creator and artist who understood all of this. The harmony between management and artistic decision-making brought about the incredible phenomenon of New Jeans. But now, they’ve created a system where that harmony can’t exist anymore. Moreover, the new management is culturally ignorant. They don’t understand art, music, or creativity. They have shown this clearly, especially with their mishandling of Director Shin Woo-seok’s music video and the associated fan content, like those on the Dolphiners YouTube channel. They’ve demanded to delete content without protecting the artists, or respecting the work of those who collaborated on it. Their management decisions show a complete lack of sensitivity or empathy. So once again, I say: "the new management’s time is over." Danielle: “As I mentioned earlier, our dream was to perform the music we want to make with Daepyonim, and we were working very hard toward that goal. But now, we can’t do that, and the plans we’ve made might not come to fruition. As Hanni unnie said earlier, just like that, the content that we released solely for our fans, for our bunnies, was instantly erased. And I truly can't understand why anyone would do this to a group, or just anyone in general. We were just working hard for the present, so what did we do wrong? A week after Daepyonim was dismissed, we found out that we could no longer work with the director we’ve been working with all this time, and we’re extremely anxious because we don’t know what will happen to the staff who have always worked hard for us. If they really care about us, they should stop saying that they prioritize the artists and instead let us do the music we love in an environment where we can be genuinely happy. Is that really so hard to do? It’s hard to fully express what’s in my heart, but in the end, the five of us just want to continue our activities with Min Hee-jin Daepyonim, as we have done so far.” Personally, they just want to be left alone—just "Leave us alone. Don't interfere; just leave us alone.” This is what they’re saying to both ADOR and HYBE. It's become clear now that HYBE and ADOR can no longer meddle with NewJeans, and I think things will flow that way from now on. The fans won’t stand still either. In entertainment, it’s not about titles like "I’m the CEO," or "I own shares." These are shallow understandings of what makes the entertainment business work. The real value created in this industry is the love and recognition from the fans. No amount of shares or CEO titles matter when that love disappears in an instant. NewJeans is asking to be left alone, and because of this, the new management of HYBE and ADOR can no longer act. I believe the future will unfold accordingly. One important thing I want to emphasize is that NewJeans is a unique group. They’re not just factory-produced idols. The distinctive nature of NewJeans’ music is felt by everyone who listens to them. For example, producer 250, who played a significant role in shaping the NewJeans sound, alongside other talented producers like those from the Banana Culture label, was brought in by CEO Min Hee-jin. This collaboration birthed the unique musical style of NewJeans, which many have come to appreciate. Their latest album, which incorporated elements like New Jack Swing, wasn’t just NewJeans making this music—it was 250's creative vision, drawing inspiration from 70s and 80s funk, R&B, and American black music, and reinterpreting them. If 250 no longer works with NewJeans, their music might become indistinguishable from other idol groups. The choreography, another element that set NewJeans apart, also contributed to their success. However, with the recent tensions, it's obvious that working with key figures like director Shin Woo-seok, who directed many of NewJeans' music videos, will become difficult moving forward. Director Shin wasn’t even interested in music videos before but was inspired to work with NewJeans after a conversation with Min Hee-jin. If Min Hee-jin and people like director Shin are ousted from ADOR, it’s inevitable that the core assets of NewJeans, including their distinctive musical and visual style, will vanish. This is not just a simple matter of one person being ousted—it’s about losing the core elements that made NewJeans what they are. WE STAND WITH NEWJEANS #버니즈_뉴진스와함께_준비갈완료 #방시혁_2주준다_민희진_복귀시켜라

1tokki

39,222 просмотров • 1 год назад

5 years ago, I created a fundraiser on Donate-NG to buy a laptop. I had just been admitted to the university to study Computer Science. But I didn't own a laptop. That was a very big setback for me. The Job I had then was paying 500 Naira per 1000 Word article I wrote. At the time, I was studying with a Tecno Y6 that had passed from my older sister to my older brother, then to me. (A generational phone 😅) I kept asking myself: How was I supposed to survive the department like this? To make things worse, my dad was battling prostate cancer. Asking for money wasn’t even an option. So on October 7th, 2020, in the heat of COVID, I did the only thing I thought I could do. I made this YouTube video begging good Nigerians to help me raise money for a laptop. That video is still online and yes… It’s embarrassing now 😅 Nobody watched it, and Not a single naira was raised. ----- That moment could have broken me. But instead, something clicked. I realized no one was coming to save me. So I decided to take control of my life. That same October; • I got my first Web3 gig as a community engager • The pay was ₦6,000 per month • It wasn’t much, but it was hope Then in December 2020, everything changed. • A VC paid me $500 to engage across the projects they invested in. For the first time in my life, I had real money in my hands. I withdrew ₦160,000, and I bought my first laptop. My First Laptop: That laptop is still with me today. I keep it with me as a reminder of my sheer grit and hustle. From that moment on, everything began to compound. I went on to work with and contribute to multiple Web3 and tech projects, building communities, onboarding users, managing growth, running programs, and shipping real impact across Africa. I grew from: • A student with no laptop • To help hundreds of people get jobs through my academy - The Void Academy (Many students from there are now earning working remotely) • To onboard tens of thousands of users across Africa • To manage ambassadors, communities, and growth teams Today: • I work as a User Acquisition & Marketing Manager earning a six-figure salary (₦) • I earn 6 figures (₦) bi-weekly from X creator payouts • I can afford any laptop I want • I use a phone I could only dream of back then And today… I’m officially launching the waitlist for my first product as a founder. ----- A Phone and A Dream (A Phone and A Dream | Waitlist Live) This product is deeply personal. Because I’ve lived this story. I know that talent is everywhere, but opportunity is not, and getting opportunities today starts with access to basic tools. A Phone and A Dream exists to change that. ----- So, what exactly is A Phone and A Dream? A Phone and A Dream is a social-impact platform that connects device donors with people who lack access to basic tech tools: students, builders, creators, and professionals, using the Avalanche🔺 blockchain to make every donation transparent, traceable, and impactful. We believe access to the right device can be the difference between potential and progress. I'm living proof of that, so are many of you reading this right now. This isn’t just about giving devices. It’s about unlocking opportunity. Devices that can be donated include: 1. Phones: Smartphones of all brands (Android & iOS) 2: Laptops: Windows laptops 3. MacBooks: ThinkPads and similar work machines 4. Tablets: iPads, Android tablets 5. Desktop PCs: Complete desktop setups 6. Monitors & Peripherals: Monitors/displays, Keyboards, Mice 7. External Storage: HDDs, SSDs, USB drives 8. Creator Tools: Ring lights, Microphones, Webcams, Tripods And this is important, Devices don’t have to be brand new. We accept: - New Devices - Used but functional devices - Devices that need refurbishing If it can be repaired, upgraded, or repurposed, it can still change a life. Many tech bros/girls buy a new device yearly; the old device you no longer use could be someone else’s first opportunity. ----- Benefits to You as a donor: You don’t just donate and hope for the best. You can: • Track every device donated • See where it goes • And you can follow the recipient milestones to keep updated with how they've effectively used the device (No more donations without accountability.) • You get to know the real impact of your generosity We’ve seen incredible people like I D R I S, Sir Dickson, SUPREMOS 🤍🐘, Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸, King.sol 🇶🇦 (with Rainbow's Adolf),Xeusthegreat (♟,♟), WILSON, C W E , Farmercist 👨‍🌾 🦅, just to name a few donate devices to people. The Laptop Guy (Ayilola of Nigeria /Laptop Guy 🩺 🇳🇬 🇬🇧🇺🇸) has been trying to help millions of Nigerians with devices. But one major challenge has always been tracking, reporting, and accountability on both end including the recipients, so he can tell the extent of his impact. That’s exactly what A Phone and A Dream solves. If you come onboard as a Donor on A Phone and A Dream | Waitlist Live, you get to see: • Where their device went • Who received it • What it enabled ----- Benefits to You as a recipient: You're not getting charity, you're receiving opportunity, access to tools that unlock learning, work, income, and dignity. So you don't pass through what I did. • You get a device after being approved • You get to participate in bounties, tasks, and hackathons on the platform to earn funds • You get a portfolio dashboard that you can consistently update your milestones and be accountable to your donor. ----- Lastly, we’re currently participating in the Avalanche Build Games Hackathon. This is me asking for your help, don't fade me again 😩. If you know: • Someone who can donate a device (new or refurbished) • Someone who can amplify this mission • Share the website with them • Also help me like, repost, quote, and share this post Please tag them in the comments, tag accounts that can help amplify this mission, and let the world see. Part of the rewards if we get selected and go on to win the hackathon will be used to fund new devices to go live on the platform. (Help us make this happen.) If you’re a recipient, you can visit our website (Website is in my bio and also in the comment) and join the waitlist. ⚠️ Important: The first batch of devices priority will go to users on the waitlist, our Day 1 champs. A Phone and A Dream is here to change lives by giving you access. You can help this mission by: • Tagging potential donors • Tagging amplifiers and your friends • Sharing our website • Encouraging people to join the waitlist Five years ago, I begged for a laptop. Today, I’m building a system so others don’t have to beg. ♥ The website is on my bio and in the comment, also see it on A Phone and A Dream | Waitlist Live's bio.

BIG JO | A Phone and A Dream 2026 📱 🐐

25,385 просмотров • 5 месяцев назад

By and large, the Israel Air Force (IAF) possesses the range and capabilities necessary to neutralize the IRGC-AF’s heavily fortified offensive missile infrastructure. This needn’t rely on GB 57 MOPs or similarly massive deep penetration munitions, but can primarily be achieved through precision strikes targeting tunnel entrances and launch openings, effectively rendering these sites temporarily unusable, provided pinpoint intelligence of the target sites is both accurate and sufficiently comprehensive. Logistically, sustaining 24-hour long-range sortie operations against IRGC-AF’s missile infrastructure depends on highly-coordinated logistics and a carefully executed refueling chain. Two Boeing 707 tankers in a single wave can supply over 180,000 kilograms of fuel (with 90,000 kilograms transferable fuel capacity each). An F-35 requires approximately 8,300 kilograms for a full tank. The combat radius of the IAF’s F-35I “Adir” which shares the performance characteristics of the F-35A Lightning II, is approximately 1,075 kilometers for an operational range exceeding 2,000 kilometers. The distance from the Negev, through the Golan, Syria, and southern Iraq is roughly half this distance (about 1,200-1,400 kilometers) depending on the operation’s design). So a single refuel at the push point near the border of western Iran furnishes the F-35I with a fresh combat radius of 1,075 kilometers enabling it to strike deep into Iranian territory. Each strike package, potentially comprising 10-12 F-35Is, equipped with internal dual-weapon bays with payload capacities of 1,850 kg (4,000 lbs), and can therefore engage 10-12 targets per wave, assuming both weapons are deployed per target and depending on the complexity of the strike sites and the tactical requirements of the mission. Advanced standoff weapons like the Popeye, Rampage, or Delilah, with ranges of 400-600 kilometers, permit the IAF to strike targets up to 1,300-1,500 kilometers inside Iran without overextending its aerial refueling chain. Although air defense systems such as the Russian-made S-300, the enhanced Chinese HQ-9, and potentially domestic systems like the Bavar-373 possess ranges of 200 kilometers or more, 300 kilometers or more safe-distance for critical high-value strategic assets like the IAF’s Desert Giants refueling platforms will affect the F-35I’s strike range, as always depending on operational design. The IAF possesses heavily modified F-15 Ra’am and F-16 Sufa for combat air patrol (CAP or “Yis’ar”) and suppression of air defense (SEAD or “Chihan”) missions to protect strategic assets like its refueling chain, and to disrupt and destroy air and ground defense systems. SEAD platforms and wild weasels may comprise 10-20 fighters of each sortie package depending on targeting and operational design. Israel’s approach would require a multi-layered defense penetration strategy leveraging both kinetic and non-kinetic SEAD tactics, such as electronic warfare and cyber operations, pivotal for disrupting IRGC-AF missile guidance systems and command and control networks before and during initial air strikes. Electronic attack platforms like the AGM-88 High-Speed Anti-Radiation Missiles (HARM) that can jam or spoof Iranian radars and communication system can shape the theater, providing a safer corridor for kinetic strike packages. Advanced standoff weapons, such as the AGM-142 Have Nap “Popeye” enhanced with an imaging infrared seeker to enhance its accuracy against high-value targets, the Delilah cruise missile designed for suppression of enemy air defenses (SEAD) and precision strike missions, and the Rampage, a supersonic, long-range, air-to-ground assault missile suited to overcome air defense systems with its speed and low radar cross-section and designed to strike high-value, well-protected targets with precision—all of which can be launched from significant stand-off distances. The IAF also employs state-of-the-art intelligence, surveillance and reconnaissance (ISR) and electronic warfare (EW) platforms like the Gulfstream 550 Shavit and Nachshon aircraft, as well as locally produced Israel Aerospace Industries (IAI) ISR UAVs called the Eitans. These UAVs, which can operate continuously for 36 hours and are equipped with advanced signals intelligence (SIGINT) systems, provide critical real-time intelligence during operations. Each of these strategic assets require CAPs, so each sortie package may assign elements of 2 or more F-16s or F-15s for each aerial asset: EW, ISR, UAV and refueling aircraft, for a total of 10-20 fighter jets in air patrol missions depending on design. The CAPs elements’ size and weaponeering will depend on how heavily contested the airspace, that the IAF anticipates operating in, will be. Robust protection for these strategic assets is an integral component in the design and planning of such a mission, including the IAF’s logistics chain. Operationally, with a publicly disclosed total of 7 refueling 707s in the IAF’s Desert Giants Sqn 120, it can deploy 6 tanker packages of 2 707s in order to execute three waves of airstrikes four times per day, with an estimated average of six-hour intervals between each takeoff. Roughly speaking this breaks down to 90 minutes from base to near-border push point (ferry leg), 90 minutes of combat operations time including return to egress point (on-stage leg), 90 minutes RTB (return to base) including refueling assets en route, and 90 minutes refuel, maintain and rearm for the entire sortie package (reconstitution phase) at base. This equates to twelve strike packages delivered approximately every 2 hours around the clock for a virtually continuous presence at the push point, covering Imam Ali, Arak, Kermanshah, Isfahan and many other critical sites within Iranian territory. The F-15I Ra’am is highly modular in its fuel design possessing a combat radius of approximately 1,600 kilometers, and a much greater ferry range which can be extended through a menu of external and detachable fuel tanks, making it one of the most versatile long-range platforms in the IAF’s aviation fleet. Given its primary assignments in CAP and SEAD operations it can theoretically conduct the entire mission without any refueling or only partial refueling. Likewise the IAF’s heavily modified F-16I Sufa is equipped with conformal fuel tanks that can extend its range, increasing its fuel capacity compared to the baseline F-16 model by up to 7,700 kilos (17,000 lbs) of external fuel, contributing to an operational range of about 3,220 km (2,000 miles). Therefore, it too adds limited burden to the IAF’s refueling logistics. Assuming 7 minute refueling time for each IAF F-35I, two tankers can refuel 10-12 F-35I strike packages in 35-40 minutes en route to push point and again en route to base from rendezvous point post-on-stage. No additional time is required for these refueling operations as they may be seamlessly integrated into the ferry and RTB legs of the mission. Altogether, the IAF can hit somewhere in the ball park of 120-130 sites a day, severely damaging the IRGC-AF’s defensive and offensive capabilities within 72 hours. After three days, the IAF could theoretically strike about 450 sites. For heavily fortified targets with deep burial depths, requiring deeper penetration, the GB 31 (A2K) with BLU 137/B deep penetration warheads are suitable for the F-35Is and the GBU 72 (A5K) with BLU 138 deep penetration warheads can be deployed by the F-15I Ra’ams once sufficient SEAD ops are completed and closer to the borders of western Iran. Weaponeering, shuffling assets to suit allocation needs, and the overall designing of sortie package inventories, including formulating the necessary logistics, is an immensely complex challenge managed by highly trained personnel and assisted by advanced systems in what can only be likened to a dark opera of destructive power. Whatever the challenges, one thing remains certain. Israel always finds a way to defy gravity, alter realities on the ground (and in the air) and take the region by storm. As long as the IRGC-AF maintains its offensive missile capabilities it is liable to heavily target Israel’s airbases, critical military installations and civilian centers. Therefore, before Israel considers oil, nuclear, or any other strategic assets, it will need to knock the front teeth out this snake when it strikes. Israel might front-load its first strike to meet these objectives, coordinating all 3 waves in rapid succession shaped by Jericho II and III strikes tightly preceded by cyber, electronic warfare and internal sabotage operations. The IAF’s first strike will likely be designed to leave the IRGC-AF reeling and off-balance long enough for its fleet to reconstitute and launch the next set of waves. These are likely to then settle into a steady pace for at least 72 hours given the volume, geographic and strategic depth of their missile program. Below: "No one must sleep, for the stars will tremble. No one shall know my name as I vanish into the night."

dan linnaeus

138,950 просмотров • 1 год назад

Clive Lewis's Water Bill - bringing water back to the people 💯 Please watch, listen or read this transcript. Because this is the sort of leadership Labour needs 👏 Clive Lewis MP He even calls for PR 👏 Clive Lewis (Norwich South) (Lab) Margaret Thatcher’s revolution tore up the rulebook on political and economic management. She rewrote it with a single unwavering principle: that the pursuit of profit would serve the public good, even when it came to vital public services—even when it came to water. We often say that society stands on the shoulders of giants, but giants cast long shadows, and Thatcherism’s shadow looms dark over our water system today. Whether we see ourselves standing on her shoulders or trapped in her shadow, one thing is undeniable: she proved that the world can be made differently. And if it can be made differently once, it can be made differently again. That, as the brilliant anthropologist David Graeber understood, is the hidden truth of the world. It is something we create and can choose to create anew. We can do it better. Today, I want to show this House and this country that water is the lens through which we can imagine something better—a better way of running our economy, a better way of safeguarding our environment and a better way of empowering the public, for whom democracy supposedly exists. But that requires something very difficult: it requires us to break free from the constraints of our imagination and to let go of the idea that this economic model is all there is or all there ever could be. It saddens me to say that the Government’s Water (Special Measures) Act 2025 perfectly exemplifies this failure of imagination. One of its leading proponents has a particular rhetorical flourish they love to use when dismissing calls for public ownership of water. They say, “I’m more interested in the purity of our water than the purity of our ideology.” I love that quote. I love it because it lays bare just how deeply the ideology of privatisation, and all that goes with it, has embedded itself. So entrenched is it within our collective consciousness that we no longer recognise it as an ideology. We no longer see it for what it is: a systemic exploitation of a common resource for private gain. Instead, it has simply become the natural order of things. But how much longer can this go on? Since the crash of 2008, this ideology has been faltering under the weight of its own contradictions, yet its grip on British politics remains vice-like. Austerity, exploitation and corporate price gouging are still treated not as choices but as inevitabilities. Why? Because too many politicians on both sides of the House refuse to contemplate alternatives. For those on the other side of the House—on the Opposition Benches—I get it: this is their ideology. They are defending their class, and I would imagine they would go further still if they could. But on this side of the House, we have no excuse. We should be standing up for our class: working-class people—the public. Instead, we wrap their ideology in the language of fiscal responsibility, economic prudence and stewardship of the economy. But it is not fiscal responsibility when we balance the books on broken backs. It is not stewardship when the ship has been sold off and the crew left to drown. It is not prudence. It is power maintenance. Neil Coyle (Bermondsey and Old Southwark) (Lab) I hope the engineers can check that the microphones and speakers are working while I ask a quick question. My hon. Friend mentions Members on this side of the House. There are far more of us on this side since July last year than there were in 2019, with a very different approach taken in our manifestos. Does he fear that the shift in tone he is suggesting is one of the reasons that we did so badly in 2019 but so well last year? Clive Lewis No, I do not. We have a distorted electoral system. Bring on proportional representation, because if we had PR, we would have had a different Government in 2019 and most definitely in 2017. Sometimes politicians have to do what they believe to be right and lead from the front. I think we should lead from the front. Jeremy Corbyn (Islington North) (Ind) I compliment the hon. Member on his Bill. To help his argument, there was overwhelming opinion poll support for public ownership of water in 2017 and 2019, and there still is today. Clive Lewis I thank the right hon. Member for his point. I will come on to this later, and I hope other Members will pick up on it, but the fact that the public are way ahead of this House on the issue of public ownership is one of the reasons why so many people are losing faith in the two-party political system. One only has to look at some political parties whose Members are not in their place—at the Reform party, for example, which has a policy of public ownership of water. Yes, its Members will privatise the NHS, but they understand how popular this is, and they are ahead of the curve—they are ahead of us on this side. Neil Coyle Really? Clive Lewis On the issue of water, yes, I would say they are, because whether I like it or not, Reform has a policy for water to be owned 50% by pension companies and 50% by the public. As much as it grieves me to say it, that is a policy of public ownership. They are populist; they are listening to a popular voice. Mr James Frith (Bury North) (Lab) Will my hon. Friend give way? Clive Lewis I will make some progress and then give way, and I will also try to keep the volume down a little bit. This is about the maintenance of a political and economic model that was never built to serve the public—a model designed to shield the wealth of asset holders, landlords, shareholders, corporations and, yes, privatised water companies. But here is the great irony: the very greed, recklessness and contempt of the water industry—its excesses—have cracked open the door, and through that crack, we glimpse an opportunity. It is an opportunity to shatter the myth of privatisation’s inevitability, to break free from the narrow, self-imposed rules that have caged our Government’s economic choices, to expose its failures, to challenge its dominance and, above all, to show this country that there is an alternative—an alternative that is democratic, sustainable and run in the interests of the many, not the few. We can do it better. Mr Frith My hon. Friend is making a typically impassioned speech. He says the general public are ahead of us. Where might that same public be when faced with the bill for bringing in the nationalisation he is clearly wedded to? Furthermore, in the event that we do not have to buy the water industry but seize it, the implications of that seizure will cause an economic collapse. At what point will he take responsibility for either of those scenarios when confronting a public who are, he says, ahead of us on this issue? Clive Lewis I will obviously come to many of those points later in my speech, but let me make this point now: I do not believe in nationalisation, and this Bill has nothing to do with nationalisation. This is about giving the public a say over their water. It is about governance, standards and democracy. Mr Frith Will my hon. Friend give way? Clive Lewis No, my hon. Friend has made his point. Mr Frith On this point? Clive Lewis No, I am going to carry on and make some progress. You made your point. Let the public— Madam Deputy Speaker (Ms Nusrat Ghani) Order. Mr Lewis, I do not believe I was making a point at all. Clive Lewis My apologies, Madam Deputy Speaker; I should have said that my hon. Friend made his point. The clock is ticking. The climate crisis is no longer a distant warning. It is our lived reality. Rising droughts, creeping desertification, depleted aquifers, wildfires, systemic collapse—these are no longer projections; they are the forecast turned fact. Preparing for this future and adapting to what is now inevitable has never been more urgent. The evidence is sobering. The UK’s water resources are under mounting pressure and not just from the climate emergency, but from rising demand and population growth. Experts now project that England could face significant water supply deficits as early as 2034 unless we act decisively. That is not a distant horizon; it is a little over a decade away. But while the threat has grown, our resilience has shrunk, because while the climate crisis has intensified, our water infrastructure has stood still, or, worse, been sold off, hollowed out and left to rot. In the 35 years before privatisation almost 100 reservoirs were built; in the 35 years since privatisation, not one major English reservoir has been built. But it gets worse, because in that same period private water companies have sold off 25 reservoirs without replacing one. Instead of investing in resilience, they have extracted value: £72 billion paid out in dividends while pipes leak, rivers choke, and the public pays the price. My hon. Friend the Member for Bury North (Mr Frith) asks how we can afford it; how can we not afford it? That is not mismanagement; it is a betrayal. If scientists tell us the climate crisis is an existential threat to humanity and to this country— Grahame Morris (Easington) (Lab) Will my hon. Friend give way? Clive Lewis One second. If scientists tell us the climate crisis is an existential threat to humanity and to this country, we must treat it as such: an existential conflict. In that context, the actions of these companies—selling off reservoirs, failing to invest, polluting our water—are not just negligent; they are acts that actively undermine our national water security. In any other existential crisis, we might call that what it is: sabotage. And in a time of national peril, sabotage has another name: treason. Let me explain why this matters to me personally. When I served on tour in Afghanistan back in 2009—not in a boy band—I experienced something utterly alien to me: the gnawing fear of thirst; not the mild irritation of forgetting a water bottle, but the deep physical worry that there may not be enough clean water to get through the day. In Britain, we have been blessed: water falls from the sky; it fills our rivers, it soaks our fields, and we joke about it—it is part of who we are. But in Afghanistan there was no humour; only heat, dust and desperation. There I saw children trekking miles through the desert, not for food, not for money, but to beg for clean bottled water. Once we have seen that, and once we have felt that fear, we can never take water for granted again. We never again believe it is something we can waste or pollute or privatise without consequence. That is why I have brought forward this Bill: because anger is not enough; outrage, no matter how justified, will not fix the pipes, stop the sewage or fill the reservoirs. We need a plan. We need a strategy. We need a future. We can do it better. My Water Bill delivers that. It sets out the high standards our country deserves and the democratic governance our water system desperately needs. First, it establishes clear, ambitious targets to stop the sewage in our rivers and on our beaches, to restore our water to high ecological and chemical standards, and to deliver universal, affordable access to water as a basic human right—a right we have never had before in this country. It demands a system designed not just to extract profit but to adapt, to build resilience in the face of climate change, and to harness nature-based solutions that work with the environment, not against it. Secondly, it transforms governance. The Bill introduces representation for workers and local communities on the boards of water companies. It gives voting rights to employees and customers, so that those who use and maintain a system have a real say in how it is run. Water is not a commodity but a common good, and those who depend on it and pay for it should help govern it. Thirdly, the Bill lays the foundations for a democratic future. It establishes a commission on water ownership to advise the Secretary of State on long-term strategy, looking at international best practice, especially in OECD countries, where public water ownership is the norm, not the exception. Crucially, it creates a citizens assembly on water ownership to bring the public into the process, to deliberate, debate and decide how we can govern this most precious of resources. The public care, but how do I know that? I know because a small fraction of them are in the Public Gallery today, having travelled here from all over the country; I know because of the thousands of emails that have been sent to MPs across the House; and I know because those people will never stop campaigning until this injustice is resolved. They know that we can protect something not by selling it off, but by standing up for it, involving people in its care and ensuring that it serves the public, today, tomorrow and for generations to come. My Bill offers a pathway out of crisis. It offers control, resilience and democracy. It is not just about cleaning up our rivers, but about cleaning up the system that allowed them to be polluted in the first place. Privatisation is not just a problem—it is the problem. We can do it better. I can hear some people on the Labour Benches thinking, “But we have just passed”— Dawn Butler (Brent East) (Lab) You can hear thinking? Clive Lewis I can now—for my next trick, I can hear thinking! I can hear them thinking, “But we have just passed the Water (Special Measures) Act 2025, Clive, so what are you talking about?” Yes, we have, but I am afraid to say it has been watered down—[Interruption.] Sorry, I had to get that one in—it was all going so well. The Act does not live up to what was promised, it does not deliver what is needed, and it certainly does not live up to its name. Do not get me wrong: it is a start. Grahame Morris I congratulate my good and hon. Friend on making an excellent speech and on advocating for public ownership of water and the opportunity to make things better. Does he agree that the mismanagement of the water companies under privatisation is a huge indictment of the whole principle? In my area, bills are way above inflation and huge dividends are being paid by borrowing money. At the very least, should our Government not be looking at stopping the payment of bonuses and share dividends while sewage pollution continues, and we have appalling mismanagement of the industry? Clive Lewis I thank my hon. Friend for his question. I agree with him wholeheartedly and I am just about to come to that point in relation to what the Water (Special Measures) Act does and does not do. It addresses some of those points, but as we have already discussed, privatisation is not just a problem, but the problem, and it is a big part of why so much has gone wrong. Unfortunately, the Water (Special Measures) Act does not live up to what was promised or what is needed, and it certainly does not live up to its name. However, it is a start, and I praise my colleagues on the Front Bench, including the Under-Secretary of State for Environment, Food and Rural Affairs, my hon. Friend the Member for Kingston upon Hull West and Haltemprice (Emma Hardy), who has done so much work in this area. Unfortunately, the Act is not a solution. Remarkably, my Government’s Water (Special Measures) Act does not even define what clean water means. There are no standards or targets—just vague intentions handed over once again to a regulatory system that has already failed us and to the companies that caused the mess in the first place. It says nothing about better governance, and absolutely nothing about the big, fat, humongous elephant in the room: who owns our water? If we do not deal with ownership, we cannot deal with accountability. If we cannot deal with accountability, we can forget clean water. No—we must go further on clean water standards, corporate accountability and what happens when companies fail. Noah Law (St Austell and Newquay) (Lab) Does my hon. and gallant Friend accept that there is increased accountability in the Water (Special Measures) Act through the fact that many companies in the industry are now rewriting their articles of association to ensure that they are accountable not just to shareholders, but to the customers and users of water? Clive Lewis After 35 years of abject failure, it is too little, too late. My Bill would put the final nail in the coffin of this sorry chapter of our country’s water and water system. Neil Coyle Sticking with the puns, I commend my hon. Friend on his gallons of passion; he is always making waves. He criticises the Government’s legislation, which is obviously not yet in effect, but does he think that the Cunliffe commission will go any way towards addressing some of the concerns he has outlined? Clive Lewis Unfortunately, I do not, because again the elephant in the room—who owns our water—has been ruled out of the Cunliffe commission’s operational process. It cannot actually look at that issue. I have no issue with Sir Jon Cunliffe, but let us not forget that he originates from the Treasury—he probably has Treasury brain. That economic orthodoxy is part of the reason why we are in the place that we are. I do not have so much confidence in the Cunliffe commission, but I do have far more confidence in the People’s Commission on the Water Sector, which is being run by academics and which will report at the same time. I will be very interested to hear what it says. Neil Coyle Will my hon. Friend give way? Clive Lewis Those are the reasons why I have brought forward this Bill. The Government’s Act does none of those things, but my Bill does. Take just one example— Madam Deputy Speaker (Ms Nusrat Ghani) Order. I believe Mr Lewis probably cannot hear interventions, because he is so loud himself. Members should intervene loudly if they wish to intervene. Clive Lewis I did hear the intervention, but I wanted to make some progress. Take this one example. Under this Bill, if a water company breaches the terms of its licence with a major sewage discharge, it can forget shareholder payout and piling on more debt. If it does it twice, it is in the last chance saloon. After three strikes, it is out—licence terminated and on its bike—and those price-gouging, asset-stripping, river-killing vulture capitalist outfits will be rolled into the sunset without a penny in compensation. What about those water infrastructure assets that they have been sweating for private gain? They go back into the public realm, thank you very much. If they start whining about debts, do not worry: we will do a full audit of what they invested, what they racked up in debt, what they paid out in dividends and what they stuffed into bloated executive pay packets. I will tell you this, Madam Deputy Speaker: I am yet to see a single privatised English water company walk away with anything other than a well-earned spanking and a sharp haircut for its creditors. Those assets will belong to the public once again, and we will not pay a penny more than they are worth. I can hear people thinking, “Where will the money come from? How will you invest in publicly owned water without the private sector?” I will tell them where it has not come from in these past 35 years—I am mind-reading again. Mark Ferguson (Gateshead Central and Whickham) (Lab) Will my hon. Friend give way? Clive Lewis I will just make some progress, and then I will give way. I am on a roll. Let me tell the House where the money has not come from for these past 35 years. It has not come from private shareholders or long-term thinking, and it certainly has not come from some mythical well of benevolent capitalism. The private companies have put in less than nothing; in fact, they have racked up more than £60 billion in debt. Thames Water has paid more than £7.2 billion in dividends since privatisation, and is now £15.2 billion in debt and counting—work that out. Now, it is trying to plug the hole with a £3 billion emergency loan that will cost 10% in annual interest. That is more than half a billion pounds a year, just for interest payments, courtesy of our bills. That money will not build a reservoir, fix a pipe or clean a river, but it will keep a rotten system afloat for a little longer. Noah Law My hon. and gallant Friend makes an impassioned case for public ownership—something that, in the right context, I am sure Members on all sides of the House can celebrate. On the point about the cost of financing to the public, though, does he agree that while there are some serious indiscretions in parts of the industry, such as in Thames Water’s case, this conversation about the appropriate financing model would be better entertained at a time when the cost of capital in the private water industry was not lower than the cost of public sector borrowing, on which, of course, we are in a very difficult situation? Clive Lewis The cheapest borrowing in the country, without a doubt, is public sector borrowing. The private water industry, which has had 35 years to sort this mess out, is not going to find investment. It is up to its eyeballs in debt. It is relying on a 50% increase in our bills by 2030, if we include inflation, and that is in the middle of a cost of living crisis. How can we justify that? The answer is that we cannot. Mr Frith The day after the seizure of public assets that my hon. Friend is describing, billions and billions of pounds of debt will come with it. What does he propose to do with that debt, other than refinancing, which is exactly where we are at now with the industry requirement to refinance the debt to try to keep bills down? Instead, he is advocating that the public purse take on that private debt. Clive Lewis At the beginning of my now seemingly rather long speech, I think I referred to a failure of imagination. Ask what Margaret Thatcher would have done when she was faced with similar problems. She would have fought her way through it. She changed the very fabric of our economy, our democracy and our politics, and she made it work. We can do the same, because the public are behind us. They want this to work. Mr Frith rose— Mark Ferguson rose— Clive Lewis I will make some progress. Let us recap, because I do not want to go on too long; I want to conclude, if I can. That money from Thames Water—that half a billion pounds in interest payments—will keep a rotten system afloat for just a little longer. The myth of privatisation is that the private sector will act in the long-term interests of the British public because it wants to turn a profit. That is preposterous, as is proven by the state of our water, and exhibit A is Thames Water. We can now turn to the question of where the investment will come from. Under public ownership, it will come from the only place it ever should have—from us, the public—and every penny of it will go back into the system. It will go into the pipes, the rivers, the seas we swim in and the water we drink. There will be a direct relationship between what we pay and what we get, with no offshore dividends, no bloated bonuses and no debt-laden shell games—just clean, accountable, democratic water. When I was in Afghanistan, every soldier had one critical duty: to stay hydrated. To dehydrate was considered a military offence, because it put the soldier and their team at risk. If someone ran out of water, we did not debate markets or metrics; we shared what we had. We had each other’s backs. As the desert-dwelling Fremen in James Herbert’s novel “Dune” believed: “A man’s flesh is his own; the water belongs to the tribe”. It is time our water returned to the tribe, to the people, to the public. We can do better; we must, and with this Bill, we will. I commend it to the House.

Farrukh

24,528 просмотров • 1 год назад

"Anyone who leaked a [UFO] report...could be prosecuted under the Espionage Act...life in prison, or death." "Maybe we can reverse engineer this so we will have this incredible edge over the rest of the world." 🔥 Dr. Phil Had Me at The Bolender Memo 🔥 (Dr. Phil continued to kill it yesterday and this was better than the last one! Link to full video (21:52) is in the replies.) "Our government has been lying to us for more than 80 years. Ask yourself why? Why do they not want you to know this is going on?" (He starts out by showing that Google searches for "UFO" have allegedly nearly tripled since last Friday night, along with searches for UAP being up 400%. And "Dr. Phil UFO" is one of the fastest rising searches in the country. If all of that is true, it's a very good thing. Especially since he's been putting out some really good videos. He mentions the latest release (#4) of UFO/UAP files from the Pentagon last Friday.) "My team and I were granted early access, exclusive access to those documents before they went public." "Our government has been lying to us, by omission AND by intentional misdirection, for 79 years." "Look at these documents. You go back as far as 1947 where they have had clear information that there are objects not of this Earth, both technologically, metallurgically, performance-wise. But yet, that has been hidden from us. They've denied that, they've actually threatened people from talking about this. Threatened with careers, imprisonment, and some, with death, because they would consider it treason." (He backs it up with documents. See below.) Dr. Phil: "For 80 years, every time there was a legitimate UAP sighting and the U.S. government had a chance to get in there, they essentially told us, 'Nothing to see here. Move along.' To be clear, a UAP sighting is not proof of little green men or alien life. It means something happened, something was observed, something occurred for which we have no explanation. That's it. "Now, let's talk about that for a second. Things happen, and we don't have any explanation for it. We don't have technology that explains that. There's something that is observed in the sky, going at a speed, stopping, making a sharp turn, reversing direction, accelerating, changing altitudes, and we don't have anything on this Earth that can do that. That's what's called unexplained. "Now, do we know where it's from? How it does that? Well, if we did, it would be explained. But we don't. We go look at all of our secret weapons. We go look at what we know through intelligence, other countries have. And let me tell you, a lot of these (laughs) - they're not close calls. They are not close calls. And some of the things that have been observed, we damn sure didn't have anything like that in the 40s or the 50s or the 60s, and we still don't, now in 2020s. "But at the very same time, our government was telling us, 'Nothing to see here: weather balloon, reflection off of an airplane, just a weather anomaly.' And, the government was simultaneously threatening its own people with criminal penalties if they ever disclosed UAP information. "If somebody that was credible, that had seen this, spoke about it, they were threatened with all kinds of penalties. We were gaslighted. 'No big deal here. Probably weather balloons, misidentified aircraft.' And a jumpy public that watched, 'Close Encounters' one too many times, thinking, 'Look, what's really going on here?' "Behind the curtain, the government was spending generations of time and resources protecting this information. Was it happening? Yes, it was happening! Do we have proof of it happening? Yes, we have proof of it happening. And what I mean by that is we have this on radar. We have credible, military pilots reporting it. "We have aircraft that have guns, and when you open a gun and go live on a fighter, there's a camera that activates, so you have video of what the gun is shooting at. You have gun cameras. If they see one of these things in front of them, they open their weapons, in case they need them, and so it shoots video of what they're seeing. "Now let's talk about some of the proof. JANAP 146 - Joint Army, Navy, Air Force publication 146 - made it a criminal offense for military personnel and commercial airline pilots to discuss UFO sightings outside official channels. The penalty, 'up to 10 years in prison and a $10,000 fine.' "So, you might see some guy down on a lake, drinking beer, that talks about something he saw over the lake. Yeah, they don't mind that guy talking. But credible people? Trained observers with instrumentation? No. They say something, they're going to prison. "Well, that took effect upon receipt. No hearings, no debate. The regulation says, 'All persons aware of the contents or existence...are governed by...espionage laws.' So not just the pilot who filed a report under JANAP 146, anyone who leaked a report. Radio operators, airline staff, anyone in the chain could be prosecuted under the Espionage Act. "You can see this yourself. Declassified copies are online today, including on the NSA's website. Now what is the Espionage Act? That's the same law used to prosecute spies. Section 793: Up to 10 years in federal prison for every violation. Section 794: If the information reaches a foreign power, life in prison, or death. "Imagine you're a TWA captain in 1955. You see something over the Pacific you just simply can't explain. You file your report like the regulation requires. And from that moment, talk to a newspaper, tell your own wife, puts you in the same legal category as a spy. "Ask yourself why. Why are they so interested in muzzling all this conversation? Why do they not want you to know this is going on? Why are you not entitled to know what's happening in the air around you? "Now, let's fast forward 20 years, 1971. Oliver Harry Turner was an Australian nuclear scientist and intelligence officer, head of the nuclear branch of Australia's Joint Intelligence Organization. He was asked to assess the American response to the growing UAP issue. "If you're thinking, what does an Australian know about U.S. military secrets? Well, the possibility of life beyond this planet is bigger than any one country. Australia and the rest of the world has a legitimate interest in what the U.S. knows. And Australia is one of our closest intelligence allies. What we now call Five Eyes. "The Five Eyes countries are the United States, Britain, Canada, Australia, and New Zealand. These countries have shared their most sensitive intelligence with each other since World War II. When a senior, Five Eyes nuclear intelligence officer writes a report about what the United States knows, well, that's serious. "He was outside the American classification system. He had no career to lose. He pieced this together from official CIA, Air Force, Congressional, and Project Blue Book records. Now this report was written May 27, 1971. Original classification: Secret. Title: Scientific and Intelligence Aspects of the UFO Problem. Report declassified by the National Archives of Australia in 2023. "On June 9th of 2026, whistleblower David Crusch (Yes, he said Crusch) stood on Capitol Hill and told the public to read pages seven through sixteen." ~ David Grusch: "There is a declassified 1971 Australian, formally-classified, Secret assessment that a couple years ago was put in the Australian National Archives. I encourage people to read page seven through sixteen, and that was the nuclear branch chief of the Australian government discussing the U.S. cover-up and the involvement of the CIA back in the 70s. And that's actually a little-known document that is publicly available." ~ Dr. Phil: "Now here's the kicker: foreign intelligence describing an American cover-up is now referenced in the files that our government is just now releasing. And here are six key findings in the Turner report. "Number one, what Turner called the facade of ridicule. Turner documents that early Air Force intelligence concluded, 'Some of these objects, 'had flight characteristics' that could best be explained as having 'extraterrestrial origin.' (The actual language says: "The early analysis of UFO reports by USAF intelligence indicated that real phenomena were being reported which had flight characteristics so far in advance of U.S. aircraft that only as extra-terrestrial origin could be envisaged." ) Dr. Phil: "Instead of telling the public, the CIA and Air Force adopted a deliberate debunking policy. "Now let that sit with you for a minute. Instead of telling the public, the CIA and Air Force adopted a deliberate debunking policy. We've got to get these people believing this isn't real. We've got to debunk this. "January 1953, Turner's own words: 'By erecting a facade of ridicule, the U.S. hoped to allay public alarm, reduce the possibility of the Soviet taking advantage of UFO mass sightings...and act as a cover-up so the U.S. can develop vehicles that emulate UFO performances.' "What's the point? Well, the point is, they were thinking, 'All right, let's keep this secret,' like we're the only ones seeing this, 'and maybe we can reverse engineer this so we will have this incredible edge over the rest of the world.' "That's a great goal, I guess, if you can go from flying-prop planes or early jets to this incredible speed. If these are extraterrestrial, and the nearest galaxy is Andromeda, which it takes two and a half million years to get to, flying at the speed of light, we're pretty far from being able to do that. "Today, in 2026, can we move at the speed of light? No. If we could, it would take two and a half million years to get to the next galaxy. We can't move at the speed of light, even now in 2026. But that was the goal. They'll find one of these and reverse engineer it." (I don't know whether or not any black program has tech that can move at the speed of light and I doubt Dr. Phil knows, either. Someone should show him what Lacatski said about being able to reverse engineer some of this acquired (alleged non-human) tech but "not to its full extent.") Dr. Phil: "Finding number two. He then talks about Project Sign. This was the U.S. Air Force's first official UFO investigation set up in late 1947. Its analysts reportedly concluded that extraterrestrial origin was the best explanation. Air Force Chief of Staff General Hoyt Vandenberg rejected that conclusion, and copies of the report were ordered destroyed. Destroyed! "And per Turner, in February 1949, members of Project Sign, 'either volunteered to leave or were compelled to leave,' and they were replaced by people, 'willing to ridicule the concept of UFOs.' "Think about this! We have sightings by legitimate observers with scientific instrumentation, and the people who are doing the observing are voluntarily leaving or compelled to leave, and replaced by people willing to ridicule the concept of UFOs. "Finding number three, what I spoke about earlier: JANAP 146. Up to 10 years in prison and a $10,000 fine for discussing sightings outside official channels. And per the regulation's own text, Chapter One, Section 102, it covered not just military personnel, but U.S. and Canadian civilian and commercial pilots. "That's legal force over airline pilots, arguably the most credible witnesses in the sky! What jurisdiction they had over Canadian pilots, I have no idea, but they listed 'em. "Turner documents a meeting between military intelligence and airline pilots at the Roosevelt Hotel in Hollywood. At that meeting, pilots were, 'coerced' to keep their sightings out of public view and inside official channels. Am I overstating it to say that there's been a cover-up, that we're being lied to? "Finding number four. But they missed the retirees. JANAP 146 only covered active service. Once you retired, you could talk. And three very senior men did so between 1953 and 1960. Admiral Roscoe Hillenkoetter, the first director of the CIA, Captain Edward Ruppelt, the man the Air Force put in charge of investigating UFOs, Major Dewey Fournet, the Pentagon's project officer on UFOs. Per Turner, all three publicly stated the U.S. government knew UFOs were extraterrestrial and was withholding the fact from the public! So when those three retired, they told the truth! "Finding five. The government then silenced retirees. Per Turner, the revised regulation JANAP 146e made UAP disclosure by retirees an offense under the Espionage Act. Then finding number six. 1969, 17 years, the Air Force ran a public-facing UFO investigation called Project Blue Book. If you wrote your congressman about a sighting, it went into the Blue Book. And in 1969, the Air Force shut down the Blue Book and told the country, 'We looked at more than 12,000 sightings. No problems. No national security threat. No need for the Blue Book.' "But a memo from General Carroll Bolender, the Air Force general, said the reason Blue Book showed no national security threats was because any national security threats were gag ordered under JANAP 146 and were quote, 'not part of the Blue Book system.' The serious reports never stopped; they just moved out of public view. "Now, I know that was a lot of information. You may need to listen back to that, but those are facts. Those are in the government's documents that have now been declassified! "If the government has known for decades that unidentified objects are flying through our skies, and therefore, we may not be alone in the Universe, then the greatest revelation in American history has also been the target of a huge cover-up. "One of the challenges of social media and TV news is taking something this complex and reducing it to sound bites. And you're getting bits and pieces from the media. That's why I invest so much time and energy giving you the real story. I don't want to tell you what you believe or don't believe, but I want to give you the information so you can make up your own mind. "This information is in the files, we just haven't had access to the files. And then when we get the files, we're given the files without any context. You see a radar screen and you see a blip, and then it moves. Well, what do you have to compare it to? Is it moving fast? Too fast? Unexplainably fast? Without any context, how are we supposed to interpret that? "Well, I'm digging in, I'm talking to experts, I'm finding out what the scale is. And what we're learning, is we don't have anything that'll move that fast. We don't have anything that'll turn that sharp. We don't have anything that will withstand those kind of G-forces."

Joe Murgia

46,292 просмотров • 11 дней назад

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!

Mike

301,322 просмотров • 2 месяцев назад

"I have graphs, I've looked at the Google Analytics, the data does not lie. Every single time, starting in April 2024, that Jen McCabe would become the subject of public attention --It happens at specific discrete moments on the timeline-- you see a bump in the attention paid to Lindsey Gaetani." "And there's no doubt in my mind that Brian Tully's MSP unit --when they had Michael Morrissey make that video, when McCabe's friends or family or whatever, when they all got him to make that video, and that didn't work, and when Morrissey had to recuse, when things got so bad that they had no other out, and the TurtleRiders would not pay attention to anyone but those Karen Read and John O'Keefe witnesses-- Tully, Kate Peter and their people said, "all right, we're left with no other option. Lindsey Gaetani looks like a good distraction. Let's release her phone." And then that cycle repeated over and over and over and over again. And Lindsey's not the only one who's been subject to this. You wanna talk about what's going on to Estey? Even what's going on with Deanna? With Meredith?" TRANSCRIPT: And people wonder why I get so passionate about this. This is nothing I haven't talked about before, but you are not gonna tell me, me, of all people --I'm not gonna speak for Lindsey-- but you are not gonna tell me that the release of Lindsey Gaetani's cell phone extraction did not have serious, serious ramifications. Like, I can't even conceptualize what the impact was on Lindsey and her family's life. I don't think my life was ever the same again after April of 2024. As traumatized as I was from that December 2023 court hearing, what happened in April of 2024 was the worst thing that I have ever seen happen to any human being in my entire life. [Speaking to chat] Oh, hi Lindsey, how are you? I've just never seen anything that horrific, the leak of that cell phone extraction, the impact that it had, the fact that no one even understood how severe it was because people were so distracted by the polemics of it. People were so "excited" to be able to smear Lindsey and the distraction was so powerful that no one asked, one, why did this happen? Or two, what was the impact? And that's what really got me so passionate and furious about this. It wasn't an issue of substantive guilt or innocence about anyone. It was that I was seeing the same exact stuff happen in this situation to people without political connections that I saw happen to the staff of the CCC when really powerful men started getting very, very, very close to each other in positions of power and then when they would do bad things to women, they would just talk to each other. One guy would run the HR department, the other guy would run the executive director position, and somebody else would have a connection to the appointing authority. And so any complaint would just be what's called "caught and killed." And I said, there is no way that this is gonna happen again. When it was happening in the CCC, it was an administrative regulatory agency. At least there was some sort of semblance of check and balance. It wasn't egregious because everyone had a lot of influence, even the people who were staffers. This situation, we had state police officers, people who, if you were listening to the just the narrative of the people who were supporting the Justice for John O'Keefe movement, you would think that Michael Proctor's infallible. You would think Brian Tully's infallible. You would think Kate Peter's infallible, which means incapable of fault. That's nonsense. I'm telling you right now, that's nonsense, and that's why it was so easy for this stuff to manifest. And that's why I became so personally concerned. Forget about what developed from April to April of 2024 until now. That's why I was so upset because I watched what happened from December of 2023 through to April of 2024. And that enough was so egregious, so wrong, such an abuse of trust, such an abuse of the justice system that I said, there is no way that I can just stand by and be apathetic about this, no matter what the price, no matter what the obstacles, no matter what the pressures. And I can't tell you how bad it was --it tore families apart, these cases-- if you didn't live through it. It tore communities apart. I don't believe anyone in Massachusetts around this area, 128 or Dedham or whatever, was able to live a life that was not impacted in some way by this case. Okay, these cases, the TurtleBoy case, Karen Read case, et cetera, et cetera. It frustrates me to no end that somehow within that high-profile situation, there were people who started to control the narrative because they had things to hide. And that's why I started this space, because I truly believe that the real secrets lying beneath what was really going on with Michael Proctor and Brian Tully and Kate Peter and the PI, Marty Kraft and Jen McCabe and Yuri Bukhenik and John Fanning and Nick Guarino. What I really believe was going on was that they were worried that the attention brought onto that unit by the John O'Keefe and Karen Read case was gonna spill their secrets about Birchmore. And it led them to double down and commit even more egregious acts in the context of some of this other behavior, like leaking Lindsey Gaetani's cell phone extraction. And that's, again, you wanna talk about the timeline from April 2024 until now, we can do that too. But what I'll tell you is the story ends up being the same. I have graphs, I've looked at the Google Analytics, the data does not lie. Every single time starting in April 2024, that Jen McCabe would become the subject of public attention. It happens at specific, specific discrete moments on the timeline. You see a bump in the attention paid to Lindsey. And there's no doubt in my mind that this unit, when they had Michael Morrissey make that video, when McCabe's friends or family or whatever, when they all got him to make that video, and that didn't work. When Morrissey had to recuse, when things got so bad that they had no other out and the TurtleRiders would not pay attention to anyone but those Karen Read and John O'Keefe witnesses, Tully and his people said, "all right, we're left with no other option. Lindsey Gaetani looks like a good distraction. Let's release her phone." And then that cycle repeated over and over and over and over again. And Lindsey's not the only one who's been subject to this. You wanna talk about what's going on to Estey? Even what's going on with Deanna? With Meredith? What's going on with a lot of these people, right? There were PIs and moles in the internet saying that Lindsey was that and separating that. There were PIs, moles and various people in the end, just sort of people who were trying to either support Karen or support a movement that they could believe in or whatever it was, who got exploited, who got ran by various people for intel purposes to feed information back to their various handlers. And when they became expendable, they got burned. You watch, look at these emails sent to all these people's schools, the mass emails. That can't be a coincidence. Whoever it benefits can't be a coincidence, all right? It's a coordinated tactic. It's designed to put public attention on very specific people when otherwise damaging information gets released. And what have we seen over the past, let's say from April 2024 until now, what have we seen? That over and over and over again, all right? Every time something would happen, there'd be a new distraction. And then as we got through the end of the Karen Read and John O'Keefe case, what did we see? Yes, there were some real, real secrets lying beneath in terms of this case. And I mean it, I mean it with every bone and fiber in my towel body. There were secrets about the Birchmore case. There were secrets about that phone extraction. There were secrets about the inside baseball and the communications between Tully and Kate and Tully and Jen McCabe and Michael Morrissey and Kate and Michael Morrissey and Jen McCabe. And as it all started to come out and as it crescendoed folks over the past few months to the point where Michael Proctor's own attorney was basically making misrepresentations to the court about the existence of 12 years of cell phone records. When he had Kate Peter deleting evidence from Google Drives that were submitted as formal records to grand juries in the Kearney proceedings. When you have a special prosecutor statute that is so broken, it allows a DA rather than complying with the court order to appoint a new special prosecutor to just no-cross cases. So that stuff like what we've been talking about doesn't come out. It's indefensible. But what is the karmic justice here? It is that for whatever reason, Michael Proctor's cell phone records which I truly believe were captured and swept up by the feds during their federal probe of either Farwell or Tully's unit or John O'Keefe's death, whatever it was, exposing a lot of this. It's not just the Rule 14 discovery related to Kate Peter and otherwise and Tully that was turned over in the Aidan Kearney case, the 5,000 pages of material. Initially 4,000 pages of it was mysteriously just blank. It's not just that folks. It's also the, hey, Michael Proctor's cell phone until months ago, August of 2025 was hidden from the public. It was hidden from criminal defendants until someone somewhere must have informed Michael Proctor that a full copy of that cell phone already existed so there was no point in him continuing to hide it. What does this speak to? Well, it speaks to why I started this space today because in light of everything I just laid out from memory. I wanted to see if there was a single person who would be willing to stand up here and defend Michael Proctor's state police unit, Ryan Tully, John Fanning, Yuri Bukhenik, any of them or Kate Peter or Jen McCabe. Not because of their actions necessarily in the John O'Keefe and Karen Read case but because of everything I just laid out and the silence would let it speak volumes because how are you possibly going to counter any of that? This is what I'm doing from memory sitting here while trying to challenge people to a debate. That is just a part of the historical record. I cannot put into words how much more expansive in scope some of this story is and it's not any one person's story to tell. Let me also go on a rant about this. I'm getting so frustrated with the possessive approach that some people take to some of this coverage. Do you care about what was done to the most vulnerable? I don't care if you think of Karen as vulnerable, Lindsey is vulnerable, Sandra Birchmore is vulnerable, whoever you think of as vulnerable. Do you care about what happened to them? Do you care about righting the wrongs? Do you care about actually talking about the misconduct or are you trying to make a polemical point in furtherance of some specific platform that either you run or you support? What are you trying to accomplish? And I think a lot of us recently have been forced to have some very difficult moral reckoning. Okay, because a lot of us were tricked. I felt absolutely tricked into supporting Michael Proctor. If I knew, I'm not saying about the merits of the John O'Keefe investigation. If I knew then, back in 2023, 2024, what I know now about what's on that phone and about what that unit was willing to do, I never would have supported them. We supported Lindsey, but I never would have supported that unit. I'm sorry. Nope, never would have done it. And that's why I want to talk about people became very possessive about coverage of this case. Reporters are supposed to fade into the background. It's not supposed to be about us. Yes, maybe you have some skills. The reporter, people are interested. You use those skills to get a following so you can tell a story and get the facts out there, but it's not supposed to be about us. If a reporter is the centerpiece of a story, they have failed. Okay, you just blend in the background. We make sure that the people who are the most harmed, their voices are centered. And then we make sure these predatory vultures, like Kate Peter, are unable to manipulate public narratives to protect entrenched systemic power structures. That's what it's all about. So for me, that's why I get so frustrated. That's why I wanted to do this space because I wanted to make a point that when forced to actually debate on merit, all the propaganda mouthpieces will run from the chance. They're happy to get up and shit talk other people when it's a space they control, and they don't have to address the merits. But you put them in a position where they don't control the space and they're forced to debate on merit and they'll run from it. So in some sense, I made my point. But I also think it's an important exercise in telling this story, in explaining where I'm coming from. I think there are a lot of us that are all coming to the same position, which is it doesn't matter what various camp we may have been in or what not. We're not defined by that. We are just individual humans who have a bunch of views on different cases. And at the end of the day, a lot of us, more so, I think than people realize, actually care about systemic reform. We're not in it to protect Kate Peter or Jen McCabe or Brian Tully or anybody. We're here to hold people to equal standards and ask that the justice system do the same. And I think that's a noble goal. That's something that I can believe in. I wish people would be willing to debate it, though. It frustrates me. It really frustrates me. And, you know, maybe that's the nature of it. Maybe it's that making this point requires showing the litany of evidence, showing the sort of timeline, showing the overlapping concentric social circles, talking about these people, talking about what they did, talking about the implications, talking about where this is going. That's what cuts out the propaganda. To me, everyone is capable of fault. I said this the other day. If there are people out there in your orbit who are telling you that they are incapable of fault, they're a threat to the United States. They're the most dangerous, pernicious force we can imagine. Everyone's capable of fault. And we should look to the people who, in spite of their faults, try to leave the world a better place than what they found when they arrived. I think there are those of us. In spite of absolutely inculcating incredible odds who have somehow managed to get to a point where we've centered the voices, we're not there yet, where we're centering the voices who are actually impacted by all this. And if that happens, mark my words, it will not be because of any large media platforms or networks or anything. It will be in spite of them. It will be in spite of their impact inside dealing in spite of the documentary contracts, in spite of the news networks. It will be because a small group of well-meaning people were willing to band together and say, everything else aside, we can stand behind what's right. It may not be a form of right that we all agree on, but starting from that place, instead of from a place of hatred or otherwise, is a good step. I don't know where this is going. I don't know where it's going. I know that no one will stand up here and defend Kate Peter and Brian Tully, at least in a debate with me where I control the playing field. Can you blame them? But I don't know where this is going. You're on my prediction. As someone who's, I think I've not lived this as much as some other people, but I've lived it a lot. It's been a lot. And I'm never gonna understand the impact that this had on the people who had directly impacted, but it's been a lot on a lot of people. The story has impacted many lives. Even myself, with the perspective I have, kind of sitting back here on my veranda, you can call me Thomas Jefferson Towel. I don't have any hemp though, or do I? Sitting on my veranda, kind of looking forward, right here, all right? I got my public records request back today. I know when a public records request denial is like, oh, we want to stonewall this because there's something there. And I'm getting that vibe related to the contacts between the Norfolk DA's office and the Mass AGO's office between September 25th and October 24th of 2025 related to whether the Norfolk DA reached out to appoint a new special prosecutor in the Lindsey Gaetani and Aidan Kearney cases. But as I'm sitting here on my veranda with my eyes closed, I don't have a veranda. I have a desk. I'm a little towel. As I'm sitting here with my eyes closed, I can see the future materializing, okay? There's only certain roads that this can go down. There are only so many pathways left. There's a reckoning coming, folks. Whether it's a reckoning by way of the Sandra Birchmore cover-up, whether it's a reckoning by way of Michael Proctor's attempt to hide a substantial amount of evidence across a substantial number of criminal cases, whether it's related to Kate Peter's involvement in the handling of evidence in the still remaining Aidan Kearney cases. You can sense the anticipation. You can sense the apprehension and anxiety. And you can sense imminent closure. I'm not saying that is gonna be an easy process. I'm not saying it's gonna be a short process. But I'm saying there's something in the air. It's undeniable. There's little left to defend. There's not a single person, troll or otherwise anonymous account or whatever, who would stand up here today right now and with me and try to defend Kate Peter and Brian Tully. I gave you the chance. There's a time, if I had done this space a year ago, oh, people would have been jumping at the bit. No one will do it. No one. Why? Because we're at the end of the road. What Proctor did was indefensible, not in the Read O'Keefe case, although he should never have used those words about Karen. I'd critique him if he was a private citizen, although obviously I'm protective of women, right? But say what you will about that. I wouldn't use those words in private. That man used them in his capacity as a police officer. Right? Not to mention the other defendants' cases that were impacted by whatever Proctor and Sean Goode and whoever else was on that text chain and whatever else is on that phone is gonna lead to. You can sense it. You can sense the reckoning coming. The question is, back to Watergate in the '70s, there was a member of the House of Representatives during the impeachment hearings in '74. We had a very famous phrase. "What did the President know and when did he know?" Folks, the phrase of our era will be, "What did Michael Morrissey know and when did he know it?" This cannot start and end with justice for any single person involved in this. This is not about any one person at this point. This is about a system of justice in Massachusetts that I suppose was not about justice long before any of us realized it was teetering on the brink of collapse. Annie Dookhan was a warning that we all ignored to our peril. I should have seen it when they somehow got Lindsey that same lawyer that Annie Dookhan had. I should have seen it. It's not—I didn't realize until last week that lawyer George was a handler. Dookhan could create a huge—it could have created huge exposure for some people in the state police. It's incredible. If somebody painted the picture of the power structure that was at play here. Karen Read, when she said she was afraid of these people, I didn't—when she said it in the text or something and somebody leaked it. When I first started covering this case, I would not have got it. I don't know what it had been like. What do you mean? They're a state police unit. Like, yeah, they're paramilitary. Like, if you're a criminal, you should fear them, but they're not scary. Right now, after some of the stuff, and I'm talking about half the stuff I've seen as people pull, they horrifying. I think they're cornered, by the way. I don't think there's much they can do. They're getting a little desperate, burning a lot of their agents and their moles. And that's why I sense some kind of reckoning coming. You don't burn deep cover moles. I think Deanna was a mole for Kate for a while. You don't burn somebody like that unless it's almost over. Same thing with Kristy, the way Kristy's been burning everybody. I don't know who the hell she was working for, but whatever she's doing has got to be close to over because you don't burn everybody down unless it's almost over. So why is it almost over, folks? Why? What's coming? Some combination of all of this stuff. And if you want my fundamental prediction, let me give it to you like this. I don't like that it's coming to this, but it's a political question. It's a question of what the narrative is going to be. You don't just, as everyone now knows, you don't just prosecute people because they do things wrong. There's always a decision tree. So what do the feds want out of this? The people who were involved in the cover-up of Sandra Birchmore's murder, whoever was the father of Sandra's unborn child, you know, it's not that Matt Farwell. Well, and then they obviously want this MSP unit. Okay, Michael Proctor, that cell phone, didn't just get cloned. It was a setup. They let Proctor lie to the judge about all those cases and all the cell phone records. And as soon as his lawyer filed the document, they moved on him. He must be under federal investigation. How did Aidan Kearney get those text messages from Jen McCabe to KF and Allie McCabe? Those were removed from Jen McCabe's extraction. The feds cloned her phone too, just like Aidan told Lindsey in those text messages as part of Exhibit O from November 28, 2023. Why did the feds clone Jen McCabe's phone? To see what Jen would withhold in the Rule 14 process. She didn't get banged up on charges federally, so she must have not done anything that bad. Something, however, is going to happen to Proctor, in turn, legally on the federal level. You can sense it. You can sense it. They're going to indict him. But for what? But then it leaves Tully, which was what this whole stream is about. We have the email from Tully. Forget about whether it's normal procedure for Tully to instruct Proctor to look into all the defense witnesses. We now know that Proctor was not running that case. It was Tully. It was all Brian Tully. What was the meme that I put up today? I really like this one. It says, the nine most terrifying words in the English language are, "I'm Brian Tully and I'm here to help." Attributed to Ronald Reagan. My point is though, it was Brian Tully. Look at it. Kate was his little, I don't know, what do we want to call, how can we say this nicely? You know, I'm trying to rise above and encourage more reasonable, respectful discourse. So Kate was his little, this is so hard. All right, let me, let me say a prayer here. Come on, now you can do this. Okay. So, there are so many words I want to use. Kate was his little assistant. I know, I know. You were expecting something wonderful. Every single thing that I was going to say there was going to be cruel, so I'm sorry. Kate was his little assistant, his little PI there. And then, I'm going to turn it around, nightmare PI Moms, version 2, Kate Peter, Jen McCabe, let's go down the seaport. Kate Peter was his little PI until he was quarterbacking all this. I think it was Morrissey who was even cut out of the loop a little bit, although I'm not sure he wasn't more involved than I'm willing to say right now. And you can see why it happened. Because when Morrissey recused in October of 2023 from the Aidan Kearney cases, and what became the Aidan Kearney and Karen Read investigations that are still ongoing, he didn't really recuse. He just had Tully and Kate running it. I started to wonder if Jen McCabe was like a PI for a case she was a witness on. I'm really starting to wonder that.

Grant Smith Ellis

17,939 просмотров • 8 месяцев назад

If you're a Christian man, it is obvious to see that the world is controlled by Satan. Everywhere you look, we see evidence of this—from entertainment to politics to social media. It is clear that the enemy's agenda is at play, and it's an agenda designed to sabotage the men who have influence in the kingdom of God. And if you’re an entrepreneur who’s been struggling with your weight… You are being affected by this satanic agenda. Why Your Health Is Under Spiritual Attack: My name is Gabe Pluguez, and since 2019, alongside my business partner Joey Yochheim | Default Kings , we’ve been helping men break free from unhealthy patterns—for good. And we don’t just help men “get in shape.” We teach them a faith-based approach to changing their unhealthy habits so that they actually keep the weight off permanently. Like Jim— shown in the video, a 70-year-old C-suite executive who lost 53 lbs in 5 months, kept it off through the holidays, and has sustained it since after working together. Like Alex— shown in the video, a crypto entrepreneur and a dad of one who’s lost more than 40 lbs, has gotten abs, competes in Jiu-Jitsu, and has kept it off for over 2 years since after working together. Like Gavin— shown in the video, a 50-year-old father of six who was busy running multiple businesses but still lost 32 lbs in just 12 weeks. Or like Vinnie— shown in the video, an entrepreneur who’s lost 50 lbs and has kept it off for over 2 years since after working together. So here’s the thing. You already know the truth. You know that you shouldn’t be eating garbage. You know that you should be exercising consistently. You know that God made you in His image and that you’re designed to be strong and actually commanded to honor the body He gave you to carry out His mission for your life. Yet… that's not the reality you're experiencing. Why You Keep Failing to Fix This (Romans 7:15) You're experiencing exactly what Paul talks about in Romans 7:15: “I do not understand what I do. For what I want to do, I do not do, but what I hate, I do.” These are your unhealthy default actions. And if you’re like most Christian entrepreneurs, you’re probably sacrificing your health at the altar of your business. You tell yourself: • “I’ll fix it later.” • “Business and family obligations come before me.” But here’s something that might make you uneasy… That is the exact lie that the enemy wants you to believe. The Lie That’s Keeping You Weak, Tired, and Ineffective: Satan wants you to believe the lie that you are incapable of honoring your body while stewarding everything else. He wants you: ❌ Exhausted ❌ Weakened ❌ A slave to gluttony and sloth ❌ To set a poor example to the people you’re called to lead And additionally... Satan wants you dead... Early... Because if your body is weak, you’re easier to tempt. If you’re out of control, you have less influence over the people you’re supposed to lead. And if you die early—then you’re not even here. And maybe you’ve known this for a while. You’ve tried keto, intermittent fasting, Weight Watchers, Personal Trainers, or even Ozempic… But here’s the part you haven’t heard before. You’ve Been Lied To. You’ve been trying to use a temporary Band-Aid on a spiritual wound. Mainstream diet methods promise a quick fix… but they leave you discouraged and defeated. That’s why studies show that 90% of people who try these diets gain the weight back. And after so many repeated failures, you start to accept the lie from the enemy— “I just can’t figure out this one area of life.” And here’s what makes it even worse. Your pastors aren’t helping—they don’t talk about gluttony because they’re still struggling with it themselves. Other Christians make it harder. They say: 💬 "It’s no big deal!" 💬 "God gives you grace!" 💬 "Come on, one donut won’t hurt!" But I need you to ask yourself: Are the men telling you this the type of men you respect? Are they disciplined? Are they leading by example? Or are they justifying their own addiction to comfort? How I Know Exactly What You’re Feeling: Maybe you’re reading this, and you already know all of this. You know you shouldn’t be eating junk… but you do. You know you should be working out… but you skip it. You know you should stop turning to food for comfort… but you still do. And if you’re feeling convicted right now, I understand. Because I was once enslaved to sin in the exact same way. For over a decade, I was addicted to pornography. I was having premarital sex while still trying to be a Christian leader. I read my Bible, went to church, and knew exactly what I needed to do… Yet I kept falling into the same old pattern. I felt like I fraud. And, there was even this moment when I was finally convicted—just like you are now. I told my ex-fiance: “We’re not having sex anymore.” She looked me dead in the eyes and said: “If we’re not going to do that, then I’m leaving.” And I looked right back at her and said: “Okay. Leave. I choose Jesus.” She walked out the door. And I was proud of myself. I thought: “Thank you, Lord, for the strength to make this decision. I can finally honor You.” And then… Less than 24 hours later, I completely caved. I went right back to the very sin I swore to leave behind. And I remember standing in the bathroom afterward, looking in the mirror, so disgusted with myself that I couldn’t even make eye contact with my own reflection. I had completely lost hope. I told the devil: "You win." But that was a lie. And what I experienced next completely changed my life— And it’s the exact same process that will change yours. The Turning Point: How Everything Changed When I applied the process that I’m going to share with you today, not only did everything change… I experienced blessings in this area of my life that were so far beyond anything I had ever imagined. I broke free from addiction, married the love of my life, started working on a family, and 10x'ed my business, all while staying consistent and leveling up in my own fitness And that’s when I realized: 👉 This isn’t just about losing weight. 👉 This isn’t just about not being fat anymore. This is about the blessings that God has for you on the other side of discipline—blessings so powerful, so life-changing, that once you experience them, you will be incapable of doing anything except saying, “Glory to You, Lord.” How Do You Actually Go About Doing This? This is the exact process that I’ve helped over 800 guys (at the time of this post) go through inside our Christian-focused coaching company, Joey and I were responsible for all the transformations you'll see at These were men just like you. Men who were: • Losing weight temporarily but always gaining it back. • Struggling with multi-decade-long food addictions. • Convicted that they were called for more. • Fathers, husbands, even pastors—who knew God could redeem this area of their life but struggled to connect their faith to their fitness. But they finally broke free. And there were three key things that made that transformation possible. #1: They Changed the Unhealthy Default Actions That Were Keeping Them Stuck All of these men were struggling with things like: ❌ Overeating and mindless snacking ❌ Skipping workouts ❌ Eating late at night, binge eating ❌ Hitting snooze, sleeping in ❌ Overdrinking, struggling with food addiction ❌ Falling off the wagon on weekends, vacations, or business travel And worst of all? 👉 They would lose some weight… then let their habits slip again… which led to the weight coming back. 👉 Their body fat affected not just how they fit in clothes, but how other people saw them—even their daughters and wives started noticing and nagging them about it. 👉 For some of them, their hearts had become ticking time bombs, and they knew if they didn’t change, they would eventually suffer consequences that affected not just them, but their families and marriages. And even though you would think these things would be motivating enough… Like you’re probably thinking right now, “I should be motivated enough to change.” They were still choosing: ❌ Comfort over discipline. ❌ Food over their families. ❌ Laziness over being the leader their people needed them to be. #2: They Didn’t Have a Sustainable, Effective Approach That Worked With Their Busy Life Most of them had already tried: 📌 Dieting, weight loss challenges, personal trainers. 📌 Just trying to “get serious” and eat cleaner. 📌 Fad diets like Keto or Intermittent Fasting. 📌 Making their wife their accountability partner (which never works, because no man wants his wife to be his mommy—and no wife wants to be her husbands mommy). But nothing worked, because none of these were tailored to their bodies, goals, and lifestyle. 👉 The plans didn’t fit the busyness of home life and work. 👉 They didn’t account for vacations, networking events, or client dinners. 👉 They made them feel weird or awkward at dinner time with friends and family. 👉 The nutrition was too complicated for their wives to support. And worst of all? They were straight-up unsustainable. So they would always fall off the wagon—and the weight would always come back. #3: They Didn’t Have Real Accountability From Other Christian Men They Respected They tried using: ❌ Their wives (again—no wife wants to be their husband’s accountability partner). ❌ Their business network (but those guys were focused on business, not health). ❌ Their church groups (but their brothers in Christ didn’t have the specialized knowledge to help them actually execute). So between: ❌ Unhealthy default actions ❌ A lack of a sustainable, effective plan ❌ Not having real accountability They stayed stuck. That’s Why Default Kings Is Different We developed a system that actually works—one that helps you realign your default actions with your true identity in Christ. Because the problem isn’t that you don’t care. The problem isn’t that you’re unaware of these things. The problem is that your current system is failing you. Right now: 📌 Your default actions have brought you here. 📌 You don’t have a sustainable approach. 📌 You don’t have an effective plan. 📌 Your environment is full of people who reinforce your excuses instead of calling you higher. And every time you try to change, you keep getting pulled back into the same cycle. That’s exactly why we built Default Kings. Because this is not just another weight loss program. This is a battle plan for Christian men. A system designed to permanently rewire your habits. A system designed to rebuild your discipline. A system designed to finally help you take back control of your body and mind. Here’s What You’ll Get Inside Default Kings: 1. A Network of Christian Entrepreneurs Who Refuse to Let You Fail You’ll be surrounded by other Christian entrepreneurs who are walking the same walk. You’ll see the men who have already broken free. And when life gets hard, when you get busy, when motivation fades…This brotherhood will step in and keep you accountable. Because this isn’t just about fitness. This is about transforming into the man God called you to be. 2. The Default Actions Framework This is where the mindset shift happens. We help you reprogram your default actions at the core so that: ✅ Instead of battling cravings, you instinctively make better food choices. ✅ Instead of forcing yourself to work out, you naturally show up and execute. ✅ Instead of gaining the weight back, you become the man whose habits keep the weight off. This isn’t about forcing discipline. This is about making discipline natural. 3. A Simple, Results-Driven Eating System That Works in Real Life Forget: ❌ Extreme diets. ❌ Cutting out carbs or red meat. ❌ Being too busy to eat healthy. You’ll learn to eat in a way that actually increases your energy while still enjoying life. You will not be: ❌ That weird guy bringing Tupperware to client dinners. ❌ The guy starving himself and feeling miserable. ❌ The guy who can’t enjoy a meal with his wife and kids. This is not a temporary fix. This is a sustainable way of eating that you can stick to for good. 4. A Custom Training System Designed for Busy Christian Men Your training plan will be completely customized to fit your schedule. You don’t have time to train like a bodybuilder for 2 hours a day—so we focus on efficiency. 📌 If you can commit just 45 minutes, 3–4 times a week, you can do this. 📌 If you’re even busier, we can make it even more efficient. 📌 If you have more time and want to push harder, we’ll structure it accordingly. This isn’t just about losing weight. This is about building muscle and becoming physically capable—so that when the weight is off, you look in the mirror and see a man who reflects the strength and discipline God created you to have. 5. Direct Access to Expert Coaching and 24/7 Accountability You will not be left to figure this out alone. Inside Default Kings, you’ll have one-on-one access to: ✔️ Me ✔️ Joey ✔️ Our client success specialists Whenever you have a question, need an adjustment, or feel stuck, you will have direct access to expert support. No matter: 📌 What adjustments you need 📌 What schedule changes come up 📌 What travel plans you have We will personally make sure you stay on track. And even if you have pre-existing injuries or limitations, we will customize everything specifically for you. 6. Weekly Live Group Coaching Calls Inside the DK Inner Circle, you’ll have access to weekly group coaching calls where we’ll: 📌 Give you direct feedback to ensure you see results as quickly as possible. 📌 Help you rewire your default actions and overcome spiritual and mental barriers. 📌 Bring our faith into our fitness—yes, some of these calls will involve opening your Bible and seeing what God has to say about your health, habits, and mindset. This isn’t just physical transformation. This is spiritual transformation. 7. The Default Kings Private App Everything you need will be housed inside our private DK app, including: 📌 Your custom, step-by-step workout plans so you know exactly what to do. 📌 Structured meal guidance that adapts to your life. 📌 Real-time progress tracking so you can see how far you’ve come. No more guessing what to eat or wasting time in the gym not knowing what to do. This is a battle-tested system built to make results effortless. And yes—if you have any injuries or limitations, the entire plan will be built specifically for you. The Most Complete System Ever Created for Christian Entrepreneurs: 📌 This isn’t just another weight loss program. 📌 This isn’t a fad diet. 📌 This isn’t another “challenge” that leaves you gaining the weight back. This is the most complete system ever created for Christian men who are ready to: ✅ Change their default actions ✅ Lose the weight ✅ Keep it off—permanently And when you join Default Kings, you’re stepping into more than just a plan. 👉 You’re removing the obstacles that have kept you stuck. 👉 You’re eliminating the second-guessing and the self-doubt. 👉 You’re finally committing to a system that guarantees you never fall off track again. The Default Kings Promise: We guarantee that: ✔️ You will lose between 10–50 lbs in the next 90 days—or we’ll refund you in full. ✔️ You will keep the weight off—or we’ll refund you in full. If you follow the system, stay coachable, and engage in the process, this will be the last fitness program you will ever need. However—if you: ❌ Ignore the coaching ❌ Skip the workouts ❌ Refuse to be communicative, honest, and humble Then, of course, nothing will work. That’s why we track your progress every single day. We are personally committed to your success. 📌 If you struggle, we’ll step in. 📌 If you start to slip, we’ll call you higher. 📌 If you feel lost, we’ll guide you back. That is the entire purpose of Default Kings. We are here to make sure you win. Right Now, you are standing at a crossroads. You have three choices—and only one leads to transformation. Path #1: Do Nothing. Go back to life as it is. Click away from this page, pretend like you never saw this, open up the Uber Eats app, and order another comfort meal. Keep making excuses. Keep telling yourself, “I’ll figure it out later.” And six months from now? Nothing will change. Six years from now? You’ll still be frustrated, still lacking discipline, still convicted every time you look in the mirror—until you just accept it. And when that moment comes, you’ll wish you had taken action today. If you go that route, I pray for you and trust in God’s plan for your life. Path #2: Try to Do It Alone. You can take what you learn on X or chat GPT and try to piece together your own plan. You can do hours of research, attempt to hold yourself accountable, and try to willpower your way through it. And while that’s better than doing nothing… That’s the most common way that men fail. Because if you were capable of holding yourself accountable, you would have done it by now. If you had the time and knowledge to create a sustainable, effective, Biblically based fitness plan that works for your lifestyle, you would have done it by now. But you don’t need just another diet plan. You don’t need just another workout routine. You need a proven system that: ✅ Removes the confusion so you’re never guessing what to do next. ✅ Holds you accountable so you never fall off track again. ✅ Surrounds you with strong, Christian men who push you to succeed. ✅ Rewires your habits so that discipline becomes automatic. Going at this alone means you don’t have the coaching when you need help. It means you don’t have a group of men who can come into agreement with you about what God can do in this area of your life. It means you don’t have the battle-tested frameworks that have helped 800+ Christian men permanently transform their health. And that’s why most men who try to figure it out themselves end up right back where they started—or talking to me again six months later. Path #3: Say “Maybe.” You don’t have to say yes right now. Just say maybe. Maybe you’ve tried and failed before. Maybe you’ve thought about committing to a plan before. Maybe you know you need a real system that actually works for high-achieving Christian men. If that’s the case, then I want to make this easy for you. Instead of asking you to commit to the entire program right now, I’m asking you to commit to just a few minutes of your time for a Free Fat Loss Assessment. 📌 You’ll chat directly with me, Joey, or one of the other experts on our team. 📌 We’ll dive deep into the root cause of why you keep losing weight and gaining it back.| 📌 We’ll give you clear action steps on how to fix this permanently.| And if it makes sense, we’ll show you exactly how Default Kings works. This time is different. This time, you will win. But you have to take the first step. Click the link below and book your Free Fat Loss assessment today. 👇

Gabe Pluguez | Default Kings

291,037 просмотров • 1 год назад

🟢GIVEAWAY🟢 Best comments or memes about this whole circus + RT this post. 10 winners will each get $50💎 (For evidence, supporting materials, and context, read both articles and watch the video included in the article I posted yesterday) Housebets.com & Porchy pay your debts A few people told me they did not fully understand the first article because there were too many moving parts: leaderboard accounts, rewards, weekly dates, monthly bonus, Tequity, game categories, withdrawals, Provably Fair, seed changes, migration, support tickets, ledgers and founder messages. Fair enough. The evidence is already there, and I still recommend reading the full articles and, above all, watching the video, because the video shows the reward system failing live. But this text is the cleaner version: the full story explained in plain English, without assuming the reader knows anything about crypto casinos, leaderboards or lossback systems. From all the evidence I’ve gathered, the Housebets story is not a normal “player lost money” complaint. It looks like a full transparency failure across the whole product: leaderboard, rewards, withdrawals, game categories, Provably Fair / Tequity mapping, support, migration and founder response. Housebets sold itself as a rewards-first casino: public leaderboards, weekly/monthly bonuses, fast withdrawals, VIP treatment and Provably Fair games. But every time I asked for the records behind those systems, snapshots, ledger entries, weekly cycles, GGR/NGR, slider logs, PF seed mapping, Tequity round IDs, withdrawal approval logs, the answer became some version of “forwarded to the relevant department.” This started long before the public dispute. I was not some random angry player who appeared after one bad session. In January I was helping Housebets and giving product feedback. I literally told support on 27 January that I was “testing the website for George,” while already dealing with a non-instant withdrawal and a 100% welcome bonus that had not applied. Support even asked me for “proof about your testing job.” The same chat shows the advertised 100% Welcome Bonus, the bonus not applying, and support saying the withdrawal needed internal confirmation instead of being instant. The welcome bonus issue never looked clean. Housebets advertised a 100% Welcome Bonus up to $1,000 on first deposit; I deposited, contacted support, and the bonus did not apply. Then support effectively turned a first-deposit bonus into a second-deposit workaround because the first one had not been applied properly. On 31 January I came back after another deposit and told them the bonus still had not been applied, even though I had already followed support’s instructions. Edward replied that he had “forwarded” the concern to the team. The same 100% welcome bonus was still being advertised in March. By April, the rewards system was already showing serious problems. I had the weekly slider at 100% lossback and told support I had lost money but the weekly did not appear. Jacky said the weekly was generated every Thursday at 00:01 UTC and gave actual internal figures: GGR $6,250, Total Bonus $6,083.99, NGR $168.31. So Housebets clearly had internal calculations when it wanted to explain why something might not pay. But when I later asked for full calculations, those same numbers suddenly became impossible to produce. Then on 18–19 April, the rewards page was bugged and would not let me claim. Support could see a pending weekly bonus of $717.37, but I could not claim it from the UI. Tee said it had been forwarded to the relevant department. That $717.37 later appears in the bonus ledger as Rakeback (20 Apr) 717.37089061, so I am not saying that specific one stayed unpaid forever. The point is worse: already in April, support could see a pending weekly reward while the player-facing reward page did not work. For a casino built around rewards, that is not a small bug. That is the product. In May, the UI and account data kept failing basic trust checks. On 8 May, I deposited 400 USDT; support said it had been credited, but I could not see it, and the proposed fix was to log out, clear cookies and cache. On 16 May, I asked why total deposits and withdrawals had disappeared from the menu; support said the platform was “in continuous evolution.” On 17 May, I asked for my total deposits and withdrawals, and support said they did not have direct access to that consolidated summary and would email it. That full official ledger did not arrive. So when Housebets later defends itself with UI screenshots, remember: this was the same UI where deposits could be credited but invisible, totals disappeared, rewards pages bugged, and support could not access consolidated account totals. Withdrawals were also not what was advertised. On 16 May, I asked why a crypto withdrawal was pending if withdrawals were supposed to be instant. Tee answered: “A few withdrawals require manual approval,” then added, “Our withdrawals are typically instant but…” That matters because a few days later the withdrawal delay became real damage. On 25 May, I told support before a match that I needed the funds to place a time-sensitive bet on another site in less than 20 minutes. I explained I wanted to bet around 60k at odds of 2.55. The withdrawal did not arrive in time. Later I told them the bet won and that I missed around 90k in profit because Housebets took more than two hours despite being warned before the match started. Jacky said he would raise the compensation case to the VIP team. Nobody resolved it. This was not one delayed withdrawal either. In my formal complaint I reconstructed several withdrawal delays: 23 May 02:55 → 08:03, around 5h08m; 25 May 03:05 → 08:09, around 5h04m; 17 May 03:54 → 08:02, around 4h08m; 18 May 04:46 → 08:11, around 3h25m; 16 May 05:23 → 08:12, around 2h49m. That is not “instant withdrawal.” And if later marketing says withdrawals are much faster now, the obvious question is: if this was the faster version, what did slow look like? The Provably Fair / Tequity side was another major issue. On 17 May I asked support how to verify an old Blackjack round. I did not ask for a generic explanation of Provably Fair; I asked where I could see the server seed, client seed, nonce and result for previous games. Support sent me to bet history, mentioned RTP, gave a generic PF explanation and showed the current Dice seed screen. When I said that did not let me verify previous games, they told me to clear cookies/cache. After doing that, I saw a new client seed and nonce 1 even though I had not played with that seed pair. I asked if Housebets changes seeds on every login. Support could not answer and told me to contact VIP. That seed/session behaviour is important. I later recorded video evidence around the seed changing after clearing cookies/cache and asked for the exact mapping: Housebets account ID → Tequity/provider player ID → session/currency context → seed pair → server seed hash → revealed server seed → client seed → nonce/cursor → raw outcome → final result. Housebets cannot sell Provably Fair if the player cannot verify historical bets, and “contact VIP” is not a verification algorithm. On 24 May, I asked for raw verification data for a specific Tequity Blackjack round: Round ID e1648d60-0da1-4433-a5ab-9ae39f5302e3, Blackjack, Tequity, bet amount 11,346 USDT, client seed O3YBZF7LBu, server seed hash starting 712875.... I asked for revealed server seed, nonce, full result JSON, card draw order and verification algorithm. I also asked about an apparent duplicate-card/deck question. Tee replied: “I don’t have the answers to your questions right now, but I’m forwarding your request to the relevant department.” That same day, I asked for a full audit of six Dice bets of 11,400 USDT each, total 68,400 USDT. I requested bet IDs, provider round IDs, roll results, seed data, balance ledger, request/session logs, security logs, retry flags, provider records and a full technical reconciliation. Tee replied: “I will forward this to the relevant department.” So when I asked for raw data, the answer was not data. It was forwarding. Again. There were also many large loss clusters that required reconciliation because of those unresolved PF, Tequity, category, RTP and session questions. In my complaint I listed clusters such as 25 May 02:17–02:54 Blackjack around 169,932 USDT; 16 May 12:31–13:26 Dice around 90,571.92 USDT; 26 May 02:48–03:58 Mines around 89,199 USDT; 24 May 06:20–06:21 Dice at 68,400 USDT; 26 May 00:11–01:41 Blackjack around 59,910 USDT; 25 May 22:51–22:59 Dice around 59,576 USDT; and several more between 40k and 56k. I am not saying every losing cluster proves manipulation by itself. I am saying that when PF mapping, provider logs, RTP/HE, category mapping and seed/session behaviour are unresolved, these sequences need a real reconciliation. The leaderboard is where the story becomes very hard for Housebets to explain. Around 19–20 May, two new accounts, elmourabut and lucasmartirini, appeared and started climbing every day at a vertiginous pace. Not normal slow leaderboard growth. Not a casual player building volume over time. They were created around that period and then started rising with huge wagering in a way that looked extremely unnatural for brand new accounts. By 29 May, I was first on both weekly and monthly leaderboards, and those two accounts were directly behind me with huge volume. In the monthly leaderboard screenshots, I was around $3.33M wagered, while elmourabut was around $1.29M and lucasmartirini around $1.08M. In the weekly leaderboard, I was around $1.096M, while those two accounts were around $635k and $578k. They were not normal accounts sitting at the bottom; they were directly behind me, applying pressure. In my formal complaint I recorded that elmourabut joined on 19 May and lucasmartirini on 20 May, that they showed zero visible withdrawals, large deposits/wagering and significant card-game volume, and I asked Housebets to confirm they were not staff, test, QA, admin, house-controlled, affiliate-controlled, internally funded, promotional, bonus-only or multi-account related accounts. This matters because a leaderboard is not passive. It is gamification. It makes players defend rank. When two new accounts appear behind you with hundreds of thousands or more than a million in volume, you are pressured to keep wagering. In my case, the disputed deposit sequence from 25 May 22:23 to 26 May 02:09 totals 91,168.375326 USDT. That sequence begins with 1,000.00 at 22:23 and continues with repeated deposits until 2,879.148969 at 02:09. The video later shows why those dates matter: there were deposits coming in, no gameplay withdrawal offsetting the sequence, a balance basically at zero, and later a leaderboard prize shown as P/L. I formally asked Housebets to confirm those two leaderboard accounts were real and eligible, and also to preserve wager logs, transaction records, balance adjustment logs, account flags, leaderboard calculation snapshots, support ticket logs, Telegram/email records and internal notes. Edward said he forwarded the request. In the same thread, he added that they were “working on fixing an issue regarding the weekly bonuses,” and then said the weekly countdown was “not currently on Thursday evenings.” So the leaderboard issue and the weekly bonus issue are linked in time and support context. After that, Housebets confirmed by email that elmourabut and lucasmartirini were “legitimate and eligible accounts.” That email is the trap door. If they were legitimate and eligible, they should have remained in the leaderboard with their volume. If they were not, Housebets should never have confirmed them as legitimate and eligible. After that confirmation, the accounts disappeared from the leaderboard or stopped appearing in the positions their previous wagering required. I went back to support on 30 May and wrote: “There has been a material post-confirmation leaderboard change involving two accounts that Housebets had already confirmed as legitimate and eligible. I need the exact reason, timestamp, logs, and recalculation basis.” Edward said the matter was flagged and that I could expect a prompt response. I am still waiting for the actual explanation. Why did they disappear? My read is simple: because every hour that passed, there was more evidence around those accounts. They had been created around the same period, they were climbing at a speed that looked anything but human, they showed no visible withdrawals in the data I could see and reported, they appeared to be generating huge volume in unclear game categories, and the games/categories tied to that volume did not even make sense from the player-facing UI. When I started asking what they were actually playing, what Card meant, whether the volume was Tequity / UnOriginals / House Games, what RTP and house edge applied, and where the logs were, the questions became uncomfortable. Keeping those accounts visible became harder than removing them. So they disappeared. The game category issue made the leaderboard even more suspicious. On 30 May, I asked support why my own stats showed almost all my volume under Slots / Tragamonedas when I did not play real slots. I told them: “i dont play 3$ in unoriginals,” “i played all 3M in unoriginals,” and “ive never play slots.” I asked what “Card” was, where that game was, what RTP and house edge it had. Monica said Card was mainly Blackjack, Baccarat and Poker variants. Marcus later said the team was investigating why it showed that I mostly played slots when I had not. He could not give the exact game, RTP, HE, provider, category mapping or contribution logic. That matters because those same unclear categories were connected to leaderboard volume. If the site cannot clearly explain whether volume is Slots, Card, UnOriginals, House Games, Blackjack, Baccarat, Always 9 Baccarat or Tequity, then the leaderboard is not auditable for the player. I even asked which UnOriginals those two accounts were playing, and support told me to look at Live Bets. That is not an answer. I was not asking for gossip; I was asking what exact games generated leaderboard volume, what RTP/HE applied and whether that volume was eligible. There is also an earlier leaderboard-related precedent: Porchy had already told me in February that I would lose leaderboard places if I did not rename, because too many people were messaging support saying the site was not being fair due to my name and it “doesn’t make us look good.” That matters because it suggests leaderboard positioning was not treated as a sacred, untouchable system when public perception was involved. If leaderboard positions can be threatened for image reasons, then later claims that everything is purely automatic deserve scrutiny. Then Porchy made the leaderboard situation worse. Instead of producing logs or snapshots, he later said the leaderboard had “abusers” on it, that they were removed to help other players, and that it never affected me. Later he said they paid every single person, “even these abusers,” then called me “begging for money.” That creates a direct contradiction: Housebets confirmed the accounts as legitimate and eligible, then Porchy referred to leaderboard “abusers.” If they were abusers, why were they confirmed as legitimate and eligible? If they were eligible, why did they disappear? If they never affected me, where are the historical snapshots proving that? Once those accounts disappeared, Housebets paid the leaderboard prizes. On 1 June, the bonus ledger shows two Leaderboard entries: 5,007.46111706 and 1,001.49222341, totaling 6,008.95334047. That part was paid. But then Act Two started: the weekly and monthly rewards did not appear as separate ledger entries. The same bonus ledger shows those two 1 June entries as Leaderboard only, not Monthly Bonus, not Weekly Reload, not Lossback. The weekly timeline is a mess. On 28 May, the dashboard / UI said the weekly bonus was claimable every Thursday at 00:01 UTC, and the monthly was available on the 1st at 00:01 UTC. That same night I told support the weekly had shown as available, then reset to 6 days without paying. Later I sent screenshots and wrote: “1M wagered and 0.2$.” Jacky said he had raised the issue to the technical team. So the weekly failure was reported live, not reconstructed after the fact. The next day, 29 May, Edward said they were fixing an issue regarding weekly bonuses and that the weekly countdown was “not currently on Thursday evenings.” Then on 1 June, Spencer said the May weekly bonuses were 7th, 14th, 21st, and then due to migration the weekly moved to Monday, so there was one on the 25th on the new platform. He also said the 25 May weekly covered gameplay from 21–24 May, and that tech was looking at that plus the monthly bonus. The ledger does show a 25 May 02:10 Rakeback entry of 1,996.08334791, which likely corresponds to that 21–24 May weekly. But my major loss sequence starts about 20 hours later, on 25 May at 22:23, and continues until 26 May at 02:09. So the 25 May weekly cannot cover those losses. If weekly was still Thursday, the 25/26 losses should have been in the 28 May weekly. But the bonus ledger on 28 May shows only two tiny Rakeback entries, 0.28373945 and 0.00280958. If weekly moved to Monday because of migration, those losses should have appeared in the next weekly after 25 May. But on 1 June the ledger only shows Leaderboard entries. Then the final video shows the next Weekly Reload reaching zero, paying nothing and resetting to 6d 23h. So the same loss sequence appears to fall into no paid weekly cycle. The 4 June support conversation makes this even more ridiculous. After I recorded the weekly reset video, I asked support a very simple question: what were the last weekly dates/cycles? The dashboard / support flow again said weekly bonuses are claimable every Thursday at 00:01 UTC. Jacky confirmed: “Weekly bonuses can be claimed every Thursday at 00:01 UTC in the Rewards tab,” and added that if not claimed by the following Wednesday at 23:59 UTC, it expires. But when I asked for the exact last four dates, Jacky said he had to check with the relevant department. When I pressed again, he said, “Sorry, As I am only a CS, Let me raise your concerns to relevant department.” I asked whether support did not have the information or simply could not answer. He replied: “Do you have any other concerns?” They use weekly cycles to decide whether to pay, but support cannot explain the weekly cycle. The monthly is missing too. The dashboard / UI said the monthly bonus is based on activity and VIP level from the previous month and is available on the 1st at 00:01 UTC. In May I had more than 3,258,023.0829 wagered according to the formal complaint data. I also have proof/video that the monthly slider was set to 50/50. On 1 June, Spencer first told me I had claimed the Monthly Bonus at 1:12am BST around the same time as the monthly leaderboard reward. I immediately said I only received leaderboard prizes. Then Spencer changed the answer: “Our tech team are still actively working on issues regarding the monthly bonuses.” So first the monthly was claimed, then tech was still fixing it. The ledger still shows no Monthly Bonus entry. Housebets then seems to rely on “up overall” as a defence. But the video and ledger show why that does not work. My weekly/monthly profile later showed around +6,008 P/L with 0 deposits, 0 wagered and around 6,008 in bonuses. That number matches exactly the two 1 June Leaderboard payments. So the UI is showing leaderboard rewards as P/L. Then support used “up overall” to say I was not eligible for weekly lossback. That is not a clean lossback calculation. That is using a leaderboard reward as apparent profit to deny a lossback that should be based on actual eligible losses. There were also smaller reward-confusion issues along the way. On 22 May I asked for all pending bonuses,weekly, monthly, rakeback, level-up, anything, and support said the internal team would manually verify whether everything had been credited correctly and email me. On 24 May, I asked about level-up rewards because the reward looked like $3,500 for Pearl; support clarified it was $3,500 total across all Pearl levels, $500 per level. These are not the core issues, but they are part of the same pattern: rewards marketing, unclear UI, manual verification, emails that do not arrive, and players having to chase basic explanations. Then there is the migration. On 25 May, after the delayed withdrawal, missing VIP contact and unresolved issues, support told me my account would be moved to the new platform and that this upgrade would offer a better withdrawal process and fix many issues. Before that migration, I explicitly requested that no account data, internal data, logs, balance history, bonus history, bet history, provider records or pending issues be deleted. The response: “Your request has been relayed to the relevant department.” Again, forwarding. But if the old data is safe, Housebets should provide the old leaderboard snapshots, old weekly states, old bonus logs, old Tequity mapping and old withdrawal approval logs. The founder response did not fix anything. When Porchy finally engaged, he did not provide the records. He framed the settlement request as “so you want $100,000?” and asked whether I needed it or else I was going to post on X. I had already made clear this was not money for silence; I asked for logs, snapshots, withdrawal records, calculations and a counter-calculation if Housebets disagreed. He later referred to “abusers,” told me I was “up overall,” said “You are begging for money,” and suggested I “just do this to casinos.” Still no ledger. Still no weekly calculation. Still no monthly entry. Still no PF/Tequity mapping. Still no leaderboard snapshots. Another player also contacted me with screenshots pointing to similar categories of issues: private deals, leaderboard payout disputes, migration/account merge problems, missing history and a tiny monthly bonus despite claimed losses. I am not using that player’s case as the foundation of my claim without his full ledger, but it matters because it suggests the same type of opacity may not be isolated: private VIP/reward deals, leaderboard eligibility, monthly bonus calculations, migration and unclear history. If Housebets has private deals that affect leaderboard eligibility or rewards, it must explain how those deals interact with public leaderboards. So the overall picture is this: Housebets sold a public leaderboard and rewards system that pressured real wagering. Two new accounts appeared directly behind me with huge volume, were confirmed as legitimate and eligible, then disappeared after I asked for logs and questioned game categories. Housebets could not explain the exact games, RTP, house edge or category mapping behind the volume. The accounts were later framed by Porchy as “abusers,” contradicting the earlier eligibility confirmation. Once Housebets paid me the leaderboard prizes, those prizes were shown as P/L, and that contaminated P/L was then used to claim I was “up overall” and not eligible for lossback. At the same time, my real 25 May 22:23 → 26 May 02:09 loss sequence of 91,168.375326 USDT appears in no clean weekly cycle. The 25 May weekly covered 21–24 May according to Spencer, so it cannot cover that loss sequence. The 28 May weekly showed only tiny Rakeback entries and was already reported as broken. The 1 June ledger shows only Leaderboard entries. The later video shows Weekly Reload reaching zero, paying nothing and resetting. And when I ask support for the exact weekly calendar, they cannot answer and send it to the relevant department. The monthly is the same story. The dashboard / UI says it is based on activity and VIP. I had more than 3.25M wagered in May. Spencer first says I claimed it, then says tech is still working on monthly bonuses. The ledger shows no Monthly Bonus. If Housebets says I was not eligible, they need to show the formula, slider history, cycle, GGR/NGR, eligible loss/activity, deductions and ledger result. If they cannot, “not eligible” is just another label. And this opens another can of worms: Tequity / provider configuration. Housebets cannot hide behind “the provider” whenever something goes wrong. The player does not deposit with Tequity. The player does not withdraw from Tequity. The player does not speak to Tequity support. The player does not compete in a Tequity leaderboard. The player plays on Housebets, with a Housebets wallet, Housebets UI, Housebets rewards, Housebets leaderboard and Housebets support. 1/2

Dr. W

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