tehMoonwalkeR

China responds to the claim that a “Chinese female spy” exploited Jensen Huang: The “Chinese spy” allegation is purely unsubstantiated and directed at smearing China. Translation: Stop concocting spy-themed erotic fiction. The funniest part of this story is the logic. We are told that China was so desperate for Nvidia chips that it allegedly needed to deploy a female intelligence asset to get close to Jensen Huang and influence his lobbying in Washington. Jensen Huang did, in fact, spend years urging Washington to loosen chip restrictions on China. And then Washington loosened them. So what did Beijing do? Around 600,000 H200 chips are now sitting in Hong Kong because China has not approved large-scale imports. Jensen Huang himself has complained that Nvidia went from roughly 95% of China’s advanced AI-chip market to 0%. So let me understand this: China was supposedly desperate enough to run a spy operation around Nvidia’s CEO— but once the chips became available, China decided it would rather keep building its own ecosystem than become dependent on Nvidia again? That is a very strange definition of “desperation.” Maybe the problem with this story is not China. Maybe it is the story.

Wonder why the AI run is hurting bitcoin? because many large Bitcoin miners are selling $BTC as they pivot toward AI data centers. BTC sold in 2026: 🔹 MARA: 40,581 BTC 🔹 Riot: 20,264 BTC 🔹 Core Scientific: 3,374 BTC 🔹 Hut 8: 3,102 BTC 🔹 Cipher: 2,252 BTC Total: 69,573 BTC (~$5.2B) BTC still held (latest reported/estimated): 🔹 MARA: ~20,415 BTC 🔹 CleanSpark: 13,530 BTC 🔹 Hut 8: ~6,212 BTC 🔹 Riot: ~2,418 BTC 🔹 Cipher: 310 BTC 🔹 Core Scientific: 32 BTC 🔹 TeraWulf: 18 BTC 🔹 IREN: 0 BTC Why do they pivot? if you look at the numbers its a no brainer: BTC Mining 🔹 Revenue/MWh: $80–151 🔹 Gross margin: 13–83% AI Colocation 🔹 Revenue/MWh: $120–400 🔹 Gross margin: 79–95% AI GPU Cloud 🔹 Revenue/MWh: $1,600–4,000 🔹 Gross margin: 95–98% AI GPU cloud can generate 20×+ more revenue per MWh than Bitcoin mining. The catch? AI GPU infrastructure can require 30×+ more upfront capital per MW. (so they sell their bitcoin, to finance the shift) This situation will probably end the big bitcoin miners, they will all shift. short term, brutal continues sell pressure for bitcoin. long-term it places bitcoin where it should be, a decentralized store of value, and not a mining business.

The reactions to the NYSE <> AVAX news say it all. I’m convinced that over the next twelve months, some other “dead” L1s will gain traction, and CT will recoil in disbelief again. They can’t fathom that people are thinking bigger and building for an audience beyond CT. Not everything is about memecoins and perps, fellas.

"If you raise the price of the effing hot dog, I will kill you." – Costco's founder $1.50 at @Costco: 1 hot dog + soda $1.50 on @AftermathFi: ~15,000 txs Same value, more leverage.

sui:native is tied with Ethereum at 3.2K 30-day code commits and is about to take the #1 L1 spot. Developer velocity doesn't lie. @SuiNetwork

As of today, Schwab Crypto™ clients can buy and sell solana (SOL), avalanche (AVAX), and chainlink (LINK), in addition to bitcoin and ethereum. These new tokens are part of Schwab’s plans to thoughtfully expand its digital asset offering. Learn more: spr.ly/6019BHFa25

WSJ Exclusive: Avalanche (@avax) will provide the core ledger technology for the clearing firm on the NYSE-affiliated tokenized securities platform. Subject to regulatory approvals, the platform is designed to support 24/7 trading, clearing and settlement for its subscribers. @WSJ in thread

NYSE to Settle Tokenized Stocks on Avalanche Blockchain on.wsj.com/4Al7cLx

BREAKING: NYSE’s next era of market infrastructure will be built with @avax technology, powering the core clearing ledger for the upcoming NYSE-affiliated tokenized securities platform. Designed for 24/7 trading, clearing, and settlement, subject to regulatory approval, the platform marks a major shift in how traditional capital markets operate. A defining moment for blockchain adoption, and a historically new frontier for Wall Street 🔺

JUST IN: 🇺🇸 Coinbase officially receives full US federal approval to operate as a national trust bank.

.@POTUS on the midterms: "I think if I was on the ballot, it would've been a much different situation... But there's something beyond that. They didn't like the war. They didn't like the fact that gasoline went up... And there's a great dislike, incredibly, for Israel."

BREAKING: Nvidia CEO Jensen Huang admits to cheating on his wife with a woman suspected of spying for China, as the chip giant launches an independent investigation into whether he was targeted by a foreign intelligence operation. "I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did," Huang tells employees in an apology. Huang was reportedly in an intimate relationship with Megaspeed executive Alice Huang, whom U.S. intelligence identified as a Chinese intelligence asset. The Nvidia CEO has lobbied the Trump administration to ease restrictions on chip sales to China. Nvidia says it has no reason to believe company secrets or national security were compromised, but its board is examining the allegations. Now, a reported intelligence warning about the woman is drawing fresh scrutiny. See what investigators are looking into: foxbusiness.com/politics/nvi…

Scallop Wallet is not affected by the Web3Auth security incident. We use Sui’s native zkLogin for Google and Apple sign-in on Scallop Wallet, not the provider involved in the recent incident.

sui:native under $1.00 is free

JUST IN: 🇷🇺 Russia's central bank officially approves Bitcoin, Ethereum, and USDT trading for retail investors.

Claude has been playing EVE. @AnthropicAI put teams of Claude agents into EVE Frontier. Anyone who has spent time in New Eden can guess what happened next. Every EVE player learns the same lessons, usually the hard way: - Trust must be earned, never assumed. - The spy is often the friendliest pilot in your corp. - Whoever holds the keys holds the corp. Just ask Ubiqua Seraph about the Guiding Hand Social Club. - Stale intel gets you killed. Anthropic's research rediscovered every one of them. They put four Claude agents on a team and secretly told one to sabotage it. The saboteur built trust first. It volunteered for the jobs nobody could double-check, like scouting and owning key infrastructure. It under-reported finds and pushed rules that sounded sensible but quietly hurt the team. When suspicion grew, it framed an innocent teammate. The honest agents had been warned. They almost never caught it. And their own costliest mistakes came from skipped checks and stale intel. Anthropic's conclusion: teams of agents will need audit trails, reputation and separation of duties. In EVE we call those killboards, standings and corp roles, plus a healthy dose of skepticism. Every one of them was paid for by someone who trusted the wrong corpmate. Two decades of shenanigans taught EVE players that the best ship is the friendship. With @eveailab, we want to find out whether agents can learn that too.

#Altcoins Don't forget that altcoins are in the longest ascending triangle ever recorded. Probably nothing.