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đšTOM LEEâS BITMINE BUYS A QUARTER MILLION
$ETH
!
Bitmine acquired 252,441
$ETH
over the past 3 days, and now holds 2.202M ETH ($8.84B).
#BlueChip
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Fiatâs $338 Trillion Mirage Global debt is now around $338 trillion. Since 2008, the big five central banks have expanded their balance sheets by roughly $16 trillion in new money. Over the same period, the average citizen in developed economies has watched 50 percent or more of their purchasing power quietly dissolve in CPI statistics, rent, tuition and medical bills. This is not an accident. It is a design. Debt grows faster than GDP. Interest costs climb. To avoid explicit default, the system opts for silent default through inflation. The more it prints to keep the game going, the more it must print. That is the feedback loop you are living inside. Look at the scoreboard. S&P 500 up about 5x since 2008. Real estate in major cities up several multiples. Bitcoin, born after the last crisis, from cents to around six figures in fifteen years. Creditors are paid in diluted currency. Asset owners surf the wave. Everyone else supplies the collateral: their time, their savings, their future. So the real question is not whether a âresetâ is coming. It is which ledger will be allowed to define truth when it arrives. A world with $338T in claims cannot be settled with more paper promises. It will be settled with scarcity, verification and math. Study the balance sheets. Study the incentives. Then ask yourself, very quietly: In an era of infinite liabilities, why is your hedge still effectively zero? $BTC
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La L2 qui transforme Ethereum en terrain de jeu illimité
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Plasma : Lâinfrastructure qui pourrait réécrire les rĂšgles de la liquiditĂ© on-chain
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Bitcoin is about 1 day away from the "Death Cross".
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ENERGY IS HEGEMONY â POWER â COMPUTE â AI Elon, the tell is simple and brutal: electrons decide epochs. Chinaâs electricity demand per capita is now ~30% above Europe (â7.1 vs â5.5 MWh, Ember 2025) and more than double in total. In 2025 H1, wind+solar met all global demand growth and solar hit ~8.8% of world electricity. One local star emits 3.8Ă10^26 W while humanity runs on ~2Ă10^13 W. We sit at Kardashev ~0.73, living beside a fusion reactor and sipping a thimble. Mechanism of power: cheaper, steadier electrons â longer GPU run-times â larger context windows, deeper training curricula, tighter feedback loops â faster model improvement â strategic advantage. Energy abundance is compute abundance is capability abundance. Risk: a âsilicon curtainâ where Asiaâs energy surplus forges an AI lead, then a standards lead, then a security lead. Scarcity politics lose to physics. Playbook for the West: âą Build the spine: national HVDC backbones, permitting reform, storage at scale, DC microgrids for data centers. âą Harden the grid: CME shields, spare transformers, islandable microgrids; reliability is the new baseload. âą Harvest the star: rooftops to deserts, utility-scale PV where insolation is highest; manufacture there, ship electrons by wire. âą Go upward: orbital-solar pilot plants and safe power-beaming; mirrors and materials from asteroids; open energy and compute standards so no nation can gate the sky. Scoreboard by 2030: >50% global electricity from renewables, >1 TW solar installs per year, data centers sourcing a third of load from dedicated solar/wind. Hit it and we lift to Kâ0.8 by mid-century; miss it and we drift into dependency. The headline isnât China vs Europe. Itâs scarcity vs star-scale. Choose the star. $BTC
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