what has uh been the main hidden programming of money we have inherited and this is more of a generalization just to make my point here but I think most of us can agree and and resonate we've been taught to outsource trust so that concept of outsourcing trust in this case to central banks governments and legacy financial institutions and quote the experts I think this is such a trap because it disempowers each and every one of us if we outsource that trust uh without you know the bitcoin principle of verify ...

Investment Strategy & Value Proposition - Magnetar focuses on being value-added to portfolio companies by helping them finance GPU and compute needs for data centers [3] - The firm prioritizes understanding the asset value and customer contracts to unlock value for companies [4] - Magnetar emphasizes a diversified portfolio approach, prioritizing downside protection by assessing assets and contracts [10] - The company aims to lower the cost of capital for its partners by engaging with management teams [9][11] Datacenter Infrastructure & Market Dynamics - Demand for GPUs is exceptionally high, with companies needing more [7] - Infrastructure investment is driven by skill, scale, and scarcity [5] - Datacenter projects are experiencing significant scale, moving from 100 GPU clusters to potentially millions of GPUs [5] - Large-scale neo cloud infrastructure projects are attracting legacy finance and strategic partners due to increasing capital requirements [8] Customer & Asset Mix - The customer mix and asset mix are crucial for lowering the cost of financing [13] - A portfolio with only non-investment grade customers is more difficult to finance [14] - Balancing non-investment grade (high-growth) and investment grade customers is important for portfolio financing decisions [14]

Hi guys, just focus for a moment and experience this darkness. This darkness gives you a bit of uncertaintity. This darkness makes you feel a bit uncomfortable.You feel like you are in an unknown territory. You do not know what to expect next. And the same thing happens many time when you're in your life when you do not see things very clearly when you don't know if my next step would be into a pothole or if my next step will take me to the new heights.But imagine if you are in a jungle and you have only on ...

Polkadot Supply Limit - Polkadot DAO 以 81% 的支持率批准了 1710 号提案，该提案限制了 $DOT 的总供应量 [1] - 该提案旨在引入稀缺性到 Polkadot 网络 [1]

🚨 DOT supply → capped at 2.1 Billion 🚨The Polkadot DAO has signaled support for a hard cap, by passing Referendum 1710 on the “Wish For Change” track, with 81% in favor.Today ⤵️→ 1.6 Billion DOT exist→ 120M DOT/year minted each year→ No supply capWhat Ref. 1710 outlines ⤵️→ A 2.1B cap on total supply→ New DOT issuance steps down every 2 years on Pi Day (March 14)That means lower emissions, and scarcity ⤵️→ By 2040, supply would be ~1.91 Billion under Ref 1710's model vs ~3.4 Billion under the current 120M/y ...

Core Viewpoint - The inherent scarcity of Bitcoin, due to its capped supply of 21 million coins, is becoming increasingly valuable in the current macroeconomic environment where liquidity is being loosened and public debt is rising [3][4]. Group 1: Scarcity and Supply Dynamics - Bitcoin's protocol ensures a maximum supply of 21 million coins, making it resistant to arbitrary changes in supply [3]. - The upcoming 2024 Bitcoin halving will reduce the block reward for miners from 6.25 to 3.125 bitcoins, limiting new supply to approximately 450 coins per day, which will be the maximum daily issuance going forward [4]. - The accumulation of ancient coins, which are unmoved for over 10 years, is outpacing the rate at which miners can create new coins, contributing to supply tightening [5]. Group 2: Long-term Holder Behavior - Long-term holder supply is near record highs in 2025, indicating a significant number of holders are price-insensitive and prefer to store their coins rather than trade them, leading to higher prices for new buyers [6]. - An average of 566 bitcoins per day is aging into long-term holdings, further tightening supply if these holders continue to retain their coins [5]. Group 3: Institutional Demand and Market Dynamics - New buyers, particularly from U.S. spot exchange-traded funds (ETFs), are emerging, aggregating demand from retirement accounts and financial institutions, which prefer operational simplicity [7]. - Persistent cash inflows into ETFs are leading to a reduction in the number of coins available on exchanges, as more coins are being held in investment vehicles designed for long-term holding [7]. - Bitcoin's largest holders are reluctant to sell, while financial institutions are actively seeking to purchase, creating a supply-demand imbalance [8].

Market Analysis - BlackRock suggests that if every millionaire in the U S requested their financial advisor to purchase 1 Bitcoin, the available supply would be insufficient [1]

Market Dynamics - BlackRock suggests that if every millionaire in the U S sought to acquire 1 Bitcoin, the available supply would be insufficient [1]

Network Architecture - Sui 网络从一开始就被设计为具有通货紧缩特性 [1] - 稀缺性是 Sui 网络架构的内在组成部分，而非后天添加的激励措施 [3] - 许多网络是在事后才增加通货紧缩机制 [1]

Core Argument - If an asset possesses immutable, absolute scarcity due to its monetary policy, its primary function is to serve as a store of value [1] - Perpetual credit expansion and the resulting price inflation represent the central crisis of the 21st century [1] - Bitcoin is positioned as a hedge against this crisis [1]