Danny Knowles @KnowleDanny
Host of What Bitcoin Did https://t.co/Vl49fSMO38.. LEDN -Bitcoin Backed Loans: learn.ledn... Show more Joined July 2026-
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Michael saylor | The Bitcoin Treasury Debate Gets Heated We discuss: - Bitcoin in 2026 - Are There Too Many Treasury Companies? - The Future of mNAVs - Building on Digital Credit Watch it here:
Gradually then suddenly…
The Everything Rally Is About to Begin | @ We discuss: - Treasury buybacks - Has Bitcoin bottomed - Warsh, the fed & interest rates - Is this the next big print? Watch here: youtu.be/TgUaDyDhVH0
Thank you for listening! I want to say a huge thank you to my sponsors:
The Great Rotation Into Bitcoin Has Begun | ericyakes We discuss: - Bitcoin & the debasement trade - The path to hyperbitcoinization - The return of free banking - Bitcoin to $800k
Bitcoin Is Running Out Of Sellers | Checkmatey_ We discuss: - The case aganst $45k Bitcoin - ETF capitulation - If the Bitcoin bottom is in - What the next bull market looks like
Chaos at Pubkey with americanhodl8, & Junseth. - Why it's the best time to build - Has Bitcoin culture lost its way? - Bitcoin vs the state - Why Bitcoin has already won Watch it he
zackbshapiro We discuss: - How AI will change the economy - Why AI agents will choose Bitcoin - AI creating millions of millionaires - Orange pilling the deep state
Listen here: Apple Podcasts: podcasts.apple.compodcast/wha… Spotify: open.spotify.com/show/18Pixm6jN… Fountain: fountain.fm/show/gpascDml6… RSS: feeds.fountain…
We cover: - The Reason Bitcoin Dropped 50% - Why AI Sucked the Liquidity Out of the Market - The On-Chain Signals To Watch - Miners Leaving Bitcoin for AI Watch it here
As I’ve said before, I never understood the $NOK mega bull case when such a small portion of the company’s revenue is actually tied to AI
The S&P is getting smoked, and many of the leaders of the AI trade like $SNDK $MU and $LITE are still green on the day. Seems premature to say the AI trade has topped given these points. What seems more definitive is that the mkt has become
My Favorite AI Bear @AtlasShrug1 is articulate and nimble when it comes to his AI Bear views. He looks at it from a macro and TA point of view. One of his statements is that if $SMH didn’t respond with a 3-5% up move to Google’s capex increase then we ought to be careful. This
mgmt being horrible at communicating timelines and overpromising and under delivering is a real thing. None of this matters though as it relates to Hanford. The vit plant is already running, the company began receiving waste from the plant
@NerdValue @thecontracap @jaysyoon @EliasMingos You can go listen to the q1 conference call. They thought this next leg up would start in q2, and this was in mid-May. IF the contract gets signed in Aug, maybe start in q4. Yes it's govt work but they should know better. I'm waiting for a financing that I think they need.
$LITE go brrr...Also $NBIS go brrr...
There is a good chance (>50% imo) this dude is just LARPing, and you all fell for it.
@NerdValue @thecontracap @jaysyoon @EliasMingos You can go listen to the q1 conference call. They thought this next leg up would start in q2, and this was in mid-May. IF the contract gets signed in Aug, maybe start in q4. Yes it's govt work but they should know better. I'm waiting for a financing that I think they need.
Reminder: $LITE disproportionately benefits from $GOOG capex / TPU growth...
Folks keep talking about AI capex being unsustainable given current monetization levels, but Anthropic and OpenAI just by themselves are on pace to potentially eclipse $250+ Bn of ARR by the end of the year. Amortizing $700 Bn of AI capex in 2026 over 5 years gets you to
expand its grouting capacity from 1m gallons to 10m gallons annually. This is up from the already massive expansion to 7.2m gallons cited in my report. This expansion to 10m gallons is at the request of the DOE who asked the company to expand to at least 9m gallons annually.
At first glance, looks like $VTY $VTY.L trading at 0.3x BV now. Seems like there could be some value here? Can anyone out there give me a quick summary of why or why not this is a Buy here?
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