Sam Altman, who thinks it’s a waste for the RAM in your computer to sit idle, privately told 50 Samsung presidents the truth: AI demand involves double counting.
🔥 So the memory orders the whole world is scrambling over include some demand that’s been counted multiple times. 😂 I strongly suspect the Samsung presidents’ first reaction was to go back and double-check the order books.
Even more striking, he said only two companies are actually driving demand: OpenAI and Anthropic. Then, right after saying that, he urged Samsung to invest more in expanding capacity.

Balancece 8 hours ago

Today's early-morning analysis: $BTC The weekly chart is likely to close its sixth consecutive red candle. Not trying to catch the bottom today; waiting for tonight's PPI 😊
🔥 Coinbase has already closed five consecutive red weekly candles, opening this week at 74.7k. If it can't get back above 74.7k before Sunday's close, that will make six consecutive down weeks, showing that sellers are showing up on every bounce—not just one or two days of panic.
My base case: This is a grinding decline, not the kind that ends after one sharp wick, so there's no need to rush to catch the bottom. The U.S.

BTC-0.67%

Balancece 16 hours ago

$BTC dipped under $72K for the first time since Aug 20. Same morning, Nvidia's CEO quit and NVDA traded down nearly 12% early.
🔥 The ETF bid isn't there to catch it. Spot Bitcoin ETFs have bled 5 straight sessions, $1.44B since Nov 5. Wednesday alone was -$300M, and BlackRock's IBIT was $270M of that.
$ETH dipped under $2,000 too, first time since August.
This isn't a crypto-only selloff. It's risk-off, and BTC is trading with tech today.
Next test is PPI on Friday, Nov 13 (8:30am ET). The only fund still buying Wednesday was MSBT, +$9M. Until more than one fund shows inflows, I'm not calling

BTC-0.67%

NVDA-4.49%

ETH-1.26%

IBIT+0.00%

Balancece 17 hours ago

Thursday night, 11 o’clock—roll call around the world 📍
What time is it where you are? Are you off work or just waking up?
I’m in Singapore. It’ll be Friday tomorrow, so I’m scrolling X one more time before bed 😴
Drop your city in the comments. If you’re in the same city and circle, follow each other 🤝

Balancece 18 hours ago

The White House ballroom renovation is nearly done. Not sure if it’ll be finished before Christmas; if they’d used a Chinese construction crew, it would’ve been done long ago

Balancece 19 hours ago

Stacks just transferred sBTC on mainnet using a post-quantum signature, while $STX fell 13% this week.
🔥 First, what is Stacks? It’s a Bitcoin Layer 2 network that lets bitcoin:native assets use DeFi and run smart contracts. sBTC is its “Bitcoin substitute”; each token is backed by one real BTC held on the Bitcoin blockchain.
Once quantum computers are powerful enough, they could derive private keys from public keys and impersonate you to sign transactions transferring your coins. Stacks has switched to a hash-based signature that no known quantum algorithm can easily break.
But that doesn’t

STX+0.30%

BTC-0.67%

Balancece 21 hours ago

Hey @X 👋
Today's number on my screen: 35.4% of all $BTC sits on addresses whose public keys are already on-chain. That's the post-quantum rabbit hole I've been in for 6 years.
Looking to #connect with:
🔑 cryptographers ⚛️ quantum computing nerds 💼 crypto founders 🚀 indie hackers
If that's you, let's connect 👇

BTC-0.67%

5.55k

Balancece a day ago

Bitcoin ETF outflows had just narrowed to $95 million, then widened to $300 million again on Wednesday, with BlackRock's IBIT seeing redemptions for 9 consecutive trading days.
🔥 On November 11, U.S. spot Bitcoin ETFs saw net outflows of $299.8 million. IBIT alone saw $269.7 million flow out, Grayscale GBTC saw $39.1 million flow out, and only MSBT saw inflows, at $9 million.
Over the longer stretch, net outflows totaled $2.52 billion across the 9 trading days from 10/30 to 11/11, with only 11/04 seeing net inflows. IBIT saw outflows every one of those nine days, totaling about $2 billion and

BTC-0.67%

GBTC-4.38%

1
5.49k

Balancece a day ago

This week, as crypto prices fell, the biggest onchain gains came from a fund’s short positions: two accounts made a combined $470 million, with $136 million coming in over the past 7 days.
🔥 Abraxas Capital, an asset manager and hedge fund, has two addresses on Hyperliquid that onchain analysts have labeled as hedge accounts. As of 11/12 14:55 (Singapore time), the two accounts had combined PnL of +$472 million, including about $106 million in unrealized gains on open positions.
Here’s how they made the money: they opened shorts early and at higher prices. $BTC shorts were opened at $76,000

HYPE+0.33%

BTC-0.65%

ZEC+1.29%

3.42k

Balancece a day ago

Good Thursday afternoon, the afternoon session is open for business🍱
The hardest stretch after lunch is from 1 to 3 p.m.—my eyelids keep drooping, and even iced coffee can't keep them open.
Blue check, real person! I usually talk crypto and AI. Glanced at $BTC over lunch, and it's still hovering above 73k.
Say hi, and I'll get back to each of you one by one
#蓝V互关 #浇朋友

BTC-0.67%

Balancece a day ago

Good Thursday morning, I’m open for business ☕
The day after Singles’ Day, half my feed is showing off their packages, and the other half is saying they’re broke.
Blue V, real person! I usually talk crypto and AI. First thing this morning, I checked $BTC —it’s still hovering around 74k.
I remember everyone who’s stopped by. I’ll come hang out at your place sometime.
#蓝V互关 #浇朋友

BTC-0.67%

Balancece a day ago

Among the subscriptions that automatically charge you every month, at least 5 can be replaced with free, open-source alternatives. Save this for later👇
🔥 Chat, passwords, photo albums, file transfers—one tool for each charge:
1️⃣ Ollama
An alternative to pay-as-you-go APIs: run DeepSeek, Qwen, and Kimi right on your own computer. GitHub: 186k ⭐️
The downside is that it’s GPU-intensive; ordinary laptops can only run small models.
Repository →
2️⃣ Open WebUI
An alternative to paid web-based AI subscriptions. The chat interface is similar to the web version. GitHub: 158k ⭐️
You’ll need to set

Balancece a day ago

Today's early-morning analysis: MicroStrategy's removal from MSCI is the shoe dropping; the key is whether $BTC it gets back to its cost basis 😊
🔥 MSCI released its list overnight: Strategy will be removed from the MSCI USA Index, effective November 30. Passive funds will have to sell about $2.8 billion in shares by then (JPMorgan estimate); MSTR barely moved after hours, as this was already in the draft last month.
My base case: the bad news is already priced in; what's being sold is stock, not coins. The lingering risk is financing: outside the index, the premium will be harder to sustain

MSTR-6.55%

MSCI-1.50%

BTC-0.67%

1
1.99k

Balancece 2 days ago

Hey @X 👋
This week (Nov 9-15) I'm watching US spot $BTC ETF outflows shrink from $430M to $95M, and still tracking post-quantum crypto.
Looking to #connect with:
🤖 AI agent builders 🧠 vibe coders 📊 macro and flow traders 🔐 security researchers
If that's you, let's connect 👇

BTC-4.39%

2
5
5.98k

Balancece 2 days ago

Spot Bitcoin ETFs just bled for a 4th straight day, but Tuesday's -$95M was the smallest outflow in 8 sessions.
🔥 Since Oct 30, US spot $BTC ETFs are down a net $2.22B. BlackRock's IBIT sold on every one of those 8 days, $1.73B total. Even on Nov 4, the only green day, IBIT dumped $201M while FBTC soaked up $237M.
Now look at the size. Thursday and Friday were -$430M and -$412M. Then -$201M Monday, -$95M Tuesday. Sellers are slowing down. That's not buyers coming back, there hasn't been a green day since Nov 4. The one fund adding was MSBT, +$22M and +$20M the last two sessions.
Next test is

BTC-0.67%

Balancece 2 days ago

Ever spent from a Bitcoin address and left coins sitting on it? That address is near the front of the line for a quantum attacker, because spending put your public key on-chain. IBM's chip news today is a good time to check.
🔥 IBM unveiled Nighthawk r3 today, a chip with 520 programmable qubits, and plans to link two into a 1,040-qubit system in 2027. But raw qubit count isn't what breaks a key. Qubits make errors, so an attack needs error-corrected qubits, each built from hundreds of physical ones. IBM's own first error-corrected machine, Starling, is targeting 200 of them by 2029.
The bar k

BTC-0.67%

IBM-1.46%

GOOGL+1.76%

1.19k

Balancece 2 days ago

Good news for investors 🔥
Here’s something everyone likes to hear: the year after U.S. midterm elections (which is 2027)
Bitcoin: It has risen all 4 times since it began trading.
It rose 34% in 2015, 94% in 2019, and 156% in 2023. It also rose in 2011, by more than tenfold, but trading volume was too low then, so it can only serve as a reference. There have only been 3 to 4 instances in total, so the sample is very small.
Nasdaq: Since data began in 1971, it has risen 11 out of 13 times, with an average gain of 30%, making it the strongest year of the four-year cycle. The two declines were

BTC-0.67%

NAS100+0.00%

Balancece 2 days ago

Seating chart, not due diligence. That line is going to stick with me.

Balancece 2 days ago

That "clearly, that's not the case" line hits harder than the $10T headline.

Balancece

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