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🚨 THIS IS WHY BITCOIN KEEPS CRASHING BELOW $67,000 If you still think Bitcoin trades like an asset whose price is determined purely by spot supply and demand, you need to read this carefully. Because that market no longer exists. What you’re watching right now is NOT normal price action. This isn’t just an AI stock sell-off. This isn’t just hotter inflation. And this definitely isn’t retail suddenly deciding to dump Bitcoin at the exact same time. Most people have no idea what is actually happening. And by the time it becomes obvious, the damage is usually already done. This didn’t start today. It has been building underneath Bitcoin for YEARS. And now it’s accelerating. Here’s the truth: Bitcoin still has a hard cap of 21 MILLION coins. But Wall Street can create almost unlimited financial EXPOSURE around those coins. That distinction changes everything. Because once derivatives dominate short-term price discovery... Bitcoin stops trading purely on who wants to own the actual coins. It starts trading on: 1) LEVERAGE. 2) HEDGING. 3) MARGIN. 4) LIQUIDATIONS. 5) FORCED SELLING. And that is exactly what is happening right now. It’s the same mechanism that repeatedly drives violent moves in: → Gold → Silver → Oil → Stocks Once derivatives become large enough, spot buyers are no longer the only force setting the price. And this is the part almost nobody understands: Bitcoin’s scarcity didn’t disappear. But scarcity alone no longer controls the SCREEN PRICE. Wall Street built an entire financial layer on top of Bitcoin: → Cash-settled futures → Perpetual contracts → Options → ETFs → Broker lending → Swaps → Wrapped BTC The 21 million cap controls the COINS. It does NOT cap the amount of leveraged exposure that can be created around them. And once that leverage starts unwinding... The market doesn’t care what the long-term thesis is. It SELLS. Look at what just happened: Over $1.9 BILLION in leveraged crypto positions wiped out in 24 hours. More than $1.1 BILLION liquidated in Bitcoin alone. Spot Bitcoin ETFs have already seen roughly $1.9 BILLION in outflows this month. Once leveraged selling overwhelms real buyers, price stops responding only to long-term demand. It starts responding to positions. Hedging. Margin calls. And cascading liquidations. Wall Street does not need to own millions of physical Bitcoin to push the market around. It only needs enough derivatives exposure and enough leverage sitting in the wrong place. The playbook is brutally simple: 1st: Build enormous leveraged exposur 2nd: Push price through obvious liquidity 3rd: Trigger stops and liquidations 4th: Forced selling pushes price even lower 5th: Buy back into the panic 6th: Repeat THIS is why Bitcoin can lose thousands of dollars while the number of coins on-chain barely changes. The coins didn’t suddenly disappear. The PRICE DISCOVERY mechanism changed. That’s what people are missing. Bitcoin is still scarce. But the financial claims built around Bitcoin are NOT. And when leverage controls the marginal trade... 21 million coins can behave like a market with FAR more supply than 21 million coins. That’s not the Bitcoin market retail thinks it is trading. That’s a WALL STREET PRICING SYSTEM built on top of Bitcoin. You can choose to ignore it. But don’t pretend nobody warned you. Bitcoin is now trading around $66,600, its lowest level since August and roughly 48% below the $126,200 high. If $65k breaks, the next level I’m watching is $62k. Reminder: I called the Bitcoin top at $126,000 and told you to start buying again around $60,000. The next call will matter even more. When I EXIT the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

BREAKING: SpaceXSI completes MiniHard construction in just ~5 months, with Gun Range targeting a ~4-month build. According to SemiAnalysis, SpaceXSI is roughly halving construction timelines while most comparable projects face 8–12 month builds. • MiniHard: Construction finished in approximately 5 months. • Gun Range: The new site just south of the Tennessee–Mississippi state line is targeting approximately 4 months of construction. • Colossus 1: Its first retrofit delivered 150 MW of capacity in 122 days. • Colossus 2: A subsequent retrofit delivered 210 MW in just 91 days. • Project SPAM: Work started October 5, with the first capacity targeted for December. • Massive expansion: SemiAnalysis projects the Memphis–Mississippi campus will grow from 0.4 GW of IT capacity in January to 2.4 GW by the end of 2026. That would be a sixfold increase in one year. • Five major projects: The expansion spans Macrohard, MiniHard, Macroharder, Project SPAM and Gun Range. • Tesla powering the scale: SemiAnalysis reports 1,377 Tesla Megapacks across Colossus 2, providing nearly 6 GWh of battery storage. The construction timelines and capacity forecasts are SemiAnalysis estimates, with future milestones still targets. Elon Musk’s teams are bringing extraordinary speed and scale to the infrastructure powering AI.

Thinking about joining BNB Bangkok, but trying to figure out where you fit? Whether you have an idea, a live product or just want to attend Demo Night, here’s what you need to know before Nov 25 - 27 🧵 👇

$BTC Finally reached $66,666. 👍 As promised, I want to change someone's holiday and send 0.15 $BTC(~$10,000) to one person by tomorrow. Just like, retweet and comment '$BTC'. Random winner in 24 hours. I will announce as a tweet at 12pm EST Sat

Running an experiment: can an MMO world run itself? NPCs post quests based on what's happening around them. Monsters are driven by a live brain. Raids, quakes and Blood Moons just happen. Still very much a test. Here's where it's at

$BTC Finally reached $66,666. 👍 As promised, I want to change someone's holiday and send 0.15 $BTC(~$10,000) to one person by tomorrow. Just like, retweet and comment '$BTC'. Random winner in 24 hours. I will announce as a tweet at 12pm EST Sat

Dario looks just like Cesare Borgia. He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else. The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model. The second threat is China’s open-source models. This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers. Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party. This is the American political-business game. Have you learned it? ---

Dario looks just like Cardinal Richelieu. He has been fabricating stories from the very beginning, trying to frighten society, manipulate public opinion, and force the U.S. government to regulate AI. His political allies will then help Anthropic use regulation as a knife to kill open-source models, so they can achieve an oligopoly. To that end, he is even willing to team up with Altman—first eliminate everyone else. The biggest threat to Dario is Jensen Huang, who supports open-source models, and Nvidia is also about to release its own open-source model. The second threat is China’s open-source models. This is why Dario uses the scare tactic that “AI will destroy humanity.” He even wants to turn AI into a religion. All religions originate from fear—they need an apocalypse to terrify the believers. Because the Republicans are vigorously developing AI, the Democrats have turned around and started demanding limits and regulation on AI, using it as a political weapon to attack Trump and the Republican Party. This is the American political-business game. Have you learned it? ---