RT MR SHIFT 🦁 (@KevinWSHPod)What is @chainlink explained simply?Most people think smart contracts are just about crypto tokensBut according to @SergeyNazarov, they can power real-world trust between banks, insurers, ticket sellers, and moreThe missing piece? DataThat’s what @chainlink solves - It connects contracts to the real world, enabling an “internet of contracts” where relationships - financial or otherwise - are mathematically guaranteedPodcast out this week! ...

Core Insights - Formula Systems reported a revenue increase of 11.3% year over year for Q2 2025, reaching an all-time high of approximately $743.4 million, driven by growth across its subsidiaries and affiliates [6][7] - Despite revenue growth, net income attributable to shareholders decreased by approximately 20.1% year over year to $15.1 million due to increased financial expenses related to currency exchange rate fluctuations [3][6] - The company declared a cash dividend of NIS 1.69 per share, amounting to approximately NIS 25.9 million, payable on October 28, 2025 [11][12] Financial Performance for Q2 2025 - Revenues for Q2 2025 were approximately $743.4 million, compared to $667.7 million in Q2 2024, marking an 11.3% increase [6] - Operating income for Q2 2025 increased by 4.4% year over year to approximately $67.9 million, with a notable one-time income item in Q2 2024 affecting year-over-year comparisons [6] - Net income attributable to shareholders for Q2 2025 was approximately $15.1 million, or $0.95 per diluted share, down from $18.8 million, or $1.20 per diluted share in Q2 2024 [6] Financial Performance for First Half of 2025 - Revenues for the first half of 2025 reached approximately $1.5 billion, a 9.7% increase from approximately $1.37 billion in the same period last year [7] - Operating income for the first half of 2025 was approximately $138.4 million, up 8.5% from approximately $127.6 million in the first half of 2024 [7] - Net income attributable to shareholders for the first half of 2025 decreased by 4.5% to approximately $34.4 million, or $2.20 per diluted share, compared to $36.0 million, or $2.31 per diluted share in the same period last year [7] Currency Impact - The New Israeli Shekel appreciated by 9.3% against the U.S. dollar during Q2 2025, adversely affecting the U.S. dollar value of the company's monetary assets and contributing to increased financial expenses [4][3] Subsidiary Performance Highlights - Matrix IT Ltd. reported a revenue increase of 8.9% year over year for Q2 2025, reaching an all-time high of NIS 1.45 billion (approximately $405.3 million) [13] - Magic Software achieved a revenue growth of 11.3% year over year, reaching $151.6 million, marking its first quarter crossing $150 million [13] - Sapiens completed acquisitions of AdvantageGo and Candella, enhancing its position in the insurance technology sector [13] Dividend Declaration - The board of directors approved a cash dividend of NIS 1.69 per share, approximately $0.50 per share, totaling around NIS 25.9 million [11][12] Compliance and Financial Health - As of June 30, 2025, Formula Systems was in compliance with all financial covenants under its debenture series, with actual equity attributable to shareholders at $722.9 million, significantly above the required target of $325 million [12][10]

Data Integrity & Economic Impact - The corruption of data gathering is highly significant, impacting the stability and coherence of society [1][2] - BLS data guides Federal Reserve interest rate policy and business decisions [4][5] - Manipulating employment data could mask the impact of tariffs [6] - Inaccurate inflation data could reduce cost of living adjustments for seniors [23][24] - Trillions of dollars in bonds are tied to the accuracy of economic statistics [24] Erosion of Trust & Public Perception - The public may accept manipulated information, highlighting a broader trend of deconstructing truth [9][10] - Weaponizing and deconstructing truth is particularly effective when it serves specific agendas [9] - Distinguishing between truth and fiction is becoming increasingly difficult [12] - There is no upside for Americans in hiding truths that have already been paid for [18] Political & Strategic Considerations - The current environment presents a window to consolidate power by controlling information [20] - Some individuals may seek out numbers and justifications that align with their preferred narratives [13]

Andrew Tate on "The Data" https://t.co/XUYqV0CP5X ...

Data Conversion - The core objective is converting data into actionable information [1][2] - AI faces challenges in processing vast amounts of multimodal data to extract relevant information [1] - Efficient data processing minimizes the need to move large datasets for every task [1] Metadata's Role - Metadata provides context and enables real-time data-to-information conversion [2] - The speed of converting data into actionable information is crucial [2] - Metadata is presented as an effective method for achieving rapid data conversion [2]

Web3 Insights - TRON DAO 将于 2025 年 8 月 13 日上午 9 点（太平洋标准时间）举办 TRON X Space 活动，讨论 Web3 数据洞察 [1] - 活动主题为“Mapping Web3: Insights from the Frontlines of Data”，旨在分析链上数据，了解行业趋势和 TRON 的表现 [1] - MessariCrypto、Cryptoquant、Dune 和 Artemis 等行业领袖将参与此次活动 [1]

Artificial General Intelligence (AGI) Race - The industry speculates on China's potential to achieve AGI first due to its compute capabilities and data resources [1] Compute Power - China possesses significant electricity generation capacity to power GPUs, which in turn drives compute [1] Data Resources - The industry questions the specific data sources China is utilizing to train its AI models [1]

Artificial General Intelligence (AGI) Race - The core equation for achieving intelligence is "Compute + Data = Intelligence" [1] - The report questions what is preventing China from achieving AGI first [1] Key Resources for AGI - China possesses significant electricity generation capacity to power GPUs, which in turn drives compute [1] - The report raises the question of what data sources China is utilizing to train its models [1]

Sentiment Analysis & Data Applications - The industry acknowledges the potential misuse of data but emphasizes that the issue lies with people, advocating for exploring new and interesting use cases for data [1] - The industry is closely monitoring Kaito-powered projects like Trends, which focuses on sentiment scraping and CT (Crypto Twitter) opinions, recognizing the early stage of info/sentiment/signal classifying data services [2] - The industry believes that identifying a successful "hit" within these data services could be transformative [2] Kaito AI & Community Benefits - Kaito AI is powering Trends, an internet content market aiming to build a value-anchored social protocol [2] - Kaito is offering benefits for its community (sKAITO holders) as part of their TPS Season 1 [3]

Overview - CMC provides comprehensive resources for thorough research [1] - The platform offers charts, data, news, and insights [1] Value Proposition - CMC emphasizes knowledge-based research over shortcuts [1] - The platform aims to empower users to "Do Your Own Research" (DYOR) effectively [1]