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BREAKING: SpaceX donates @Starlink kits to help vulnerable children. Lagos State’s Ministry of Youth and Social Development received Starlink devices to improve care services via BEB Global. SpaceX’s wider grant covers 750 kits in 16 countries and 12 months of free internet.

Giannis and Bam entered the Miami Heat RECORD BOOKS! 🔥 Giannis: 37 PTS, 9 REB 🔥 Bam: 37 PTS, 14 REB They joined LeBron James & Dwyane Wade (2012 & 2013) as the 2nd duo in franchise history to score 35+ PTS in the same game in their East Group B win!

继腾讯WorKBuddy之后 豆包工作是国内大厂中 第二个变成模型商店的 办公智能体 不过相比WorKBuddy 里面少了MiniMax 也没有小米阶跃星辰之类的 看来字节对模型筛选的标准很高 只放高水平的第三方旗舰模型 虽然还不支持用户 自定义第三方API 但豆包工作正在 从封闭走向开放 迈出了很大的一步

🚨 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.

笑死，一个朋友嫌 Seedance 做视频太贵。🤣 转头花了十几万，组装了一台 RTX 5090 机器，专门在本地跑 MiniMax H3 视频工作流。 今天跟我聊天，我给他看了下 Veo + Fable 5.2 做出来的 AI 视频。 他看完沉默了半天： “怎么感觉比我本地跑的效果还好……” 本来想省点 AI 视频生成费，结果直接把未来几年的会员费一次性交了。🤡

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.

Vendí el piso de mi madre el año pasado. Tenía dos ofertas. Un fondo: 212.000€ al contado, sin visita. Y una pareja joven con un bebé: 195.000€ y una carta escrita a mano. "Queremos que nuestra hija crezca en una casa donde se nota que alguien fue feliz." Mi madre vivió allí 46 años. Perdí 17.000€ y les vendí a ellos. Ayer, un vecino del portal me mandó un enlace:

50 Tbps per Starship is massive. Global international bandwidth is ~2,260 Tbps total. One flight adds over 2% of all cross-border capacity. It unlocks fiber-like speeds nearly everywhere, supports millions of concurrent high-res streams or AI transfers, and creates a resilient space mesh that reduces reliance on undersea cables while enabling high-bandwidth links for lunar and deep-space missions.