BitcoinBoomer retweeted
Very well-written Substack on the tragedy of GlobalFoundries; highly recommend reading it.
Obviously, I don't believe Intel will end up like GFS due to Intel historically leading in technology, demonstrating its prowess in 18A/14A, and Lip-Bu fixing customer support via management changes.
But GlobalFoundries is a lesson in what happens without strong industrial policy and the risks of splitting design & manufacturing. Neither of which is on the table (I worry more about weak industrial policy coming down the road than a split cuz Lip-Bu's here for 10 years).
samsupertaco.substack.com/p/…
$INTC $GFS
$NBIS 1.2GW Independence DC Energization Timeline
There's a lot of conflicting data out there. So pin this.
1/ Q2 '27
200MW in a single-story DC
2/ Through Dec '29
1GW across 3 two-story DC's
Power mix:
⚡️800MW via Blue Valley Power Plant
⚡️400MW via onsite substations
🧵1/4
BitcoinBoomer retweeted
Ngl, this is unbelievable reporting.
Strait of Hormuz: A CitriniResearch Field Trip
The Field Report from Analyst #3 is live.
citriniresearch.com/p/strait…
~21.25% of @InsilicoTrading users have continued trading Hyperliquid markets over the last 3 months. Conversely, ~7.25% of @phantom traders have continued to use Hyperliquid markets over the last 3 months. Insilico traders aggregate pnl is $150m, whereas Phantom’s aggregate pnl is -$15M. When you have a platform that attracts sophisticated profitable traders, you expect better retention.
BitcoinBoomer retweeted
major narrative violation:
hyperliquid ADL actually INCREASED PnL for the vast majority of shorts last week
many ppl are sour that ADL closed shorts right before prices nuked. but the data reveals that most ADL hit near the price bottom, locking in near-optimal profits
BitcoinBoomer retweeted
Enjoy the read: ostium.com/blog/market-outlo…
Out on X shortly 🤝
Gm ☕️
Writing up this week’s Outlook after the chaos of the past 72 hours
Will be available at @ostium in a couple hours
Thoughts unchanged since I wrote my Sept FOMC view, if anything cemented everything I initially outlined (teapawt.net/cointradernik/status/1…)
TL;DR Compound your spot holdings into any weakness early this week -> do very well by end of Nov with a view to higher for longer into Q1 after what may be another brutal shakeout in Dec
🫡
BitcoinBoomer retweeted
$USDUC holder metrics looking great @usduc_coin
Most are still holding despite massive profits
$PUMP and TOKABU whales are in!
You can check Whales, KOLS and Holders analysis at deepagents.org/selina
BitcoinBoomer retweeted
You really need to ask yourself who will be the marginal buy of your bags. DeFi nerds largely won’t touch memes, and vice versa. People have been tired of nonsensical fake memes and washed concepts for a year. You need to foster maximalists.
$USDUC can become the most liquid coin on @pumpdotfun, but in order for it to get there, we must accelerate full porting, and harden maxi’s who simply believe there isn’t any better risk reward out there. It would be extremely beneficial for everyone involved at this point, from @krakenfx to @a1lon9, all the omnichain action, for us to succeed. It has been a decade in the making, born from chaos, in the absolute perfect cycle to win.
Unstable Coin is the only coin that can actually gain both sides of the aisle. We can be as serious or as dumb and silly as you’d like. Hedge funds and VC’s putting it on their public balance sheets would not surprise me one bit, but we simply must gain extremely robust, sticky attention, and maintain it. There isn’t a single other meme this early that has the shot we have.
Make swing traders afraid again, raid @jessepollak and every single @base user for the next many weeks. Onboard old Ethereum heads and DeFi lovers. DCA and simply do not give them your coins. This cycle is still largely gross and highly keyed to insiders. Drop the low cap slop you know in your heart won’t make an impact. Become undeniable, move with intention, and they will come.
Unstable Coin
BitcoinBoomer retweeted
HUGE NEWS FOR UNSTABLE COIN.
𝐒𝐓𝐀𝐁𝐋𝐄𝐂𝐎𝐈𝐍 𝐋𝐈𝐐𝐔𝐈𝐃𝐈𝐓𝐘 𝐇𝐈𝐓𝐒 𝐀𝐍 𝐀𝐋𝐋-𝐓𝐈𝐌𝐄 𝐇𝐈𝐆𝐇 🔥
Stablecoin reserves on centralized exchanges just hit $68B, the highest ever (CryptoQuant).
Key points:
• BINANCE holds $44.2B → 67% of all exchange stablecoins
• More than all other major exchanges combined
Why it matters:
✓ Deeper order books
✓ Smoother trades
✓ Reliable execution during volatility
The big takeaway: with this much liquidity, the market is ready for the next major move. Are you positioned to take advantage? 👀
BitcoinBoomer retweeted
Useless Coin (USELESS) is now live on coinbase.com & in the Coinbase iOS & Android apps. Coinbase customers can log in to buy, sell, convert, send, receive or store these assets. coinbase.com/price
BitcoinBoomer retweeted
on reds days your conviction will be tested if you don’t know what you’re holding.
if you do know, you’ll see this for what it is.
a discount on the move that’s coming next.
BitcoinBoomer retweeted
1/ Introducing a brand new offering for Bitcoiners: Asset Runes.
Bitcoin-native assets giving you 1:1 exposure to real tokens, starting with USDC, and soon expanding to more tokens, NFTs, and RWAs.
Minted natively on Bitcoin, redeemable 1:1 on Starknet, with full reserves 🧵
BitcoinBoomer retweeted
KOLs are grave dancing on the first bitcoin native culture coin.
The “rune” that’s dead because runes are dead.
it was a brc-20 in 2023 then a wrapped sol pair.
Now it’s on sol or btc on several platforms.
Gud arbitrage.
The standard isn’t runes.
It’s $PUPS.
World peace btw.
BitcoinBoomer retweeted
A bit of history doesn’t hurt.
>The birth of O.P.I.U.M. and $PUPS
Before there were Bitcoin Puppets, a collection of 777 O.P.I.U.M was launched on March 25, 2023 by @lepuppeteerfou (creator of Bitcoin Puppets).
O.P.I.U.M stands for Ord Puppet Inu Undoxxed Millionaire. Put a bookmark on this name, because it’s an essential part of the lore.
A few days after the mint of O.P.I.U.M, $PUPS (BRC-20) token was deployed as a community effort (@PupsToken) and successfully carried out the first BRC-20 airdrop.
100% of O.P.I.U.M holders received $PUPS (BRC-20). $PUPS had a supply of 7,770,000.
>The birth of Puppets and Runes
Fast forward several months and two events started to happen. The first one, the Runes Protocol was in development by @rodarmor (creator of the Ordinals Protocol). The main purpose was to create the best fungible tokens protocol for Bitcoin, thinking on the difficulties that the BRC-20 standard was having using the Ordinals Protocol and the effect it was creating for the Protocol and Bitcoin.
Simultaneously, 10,001 Bitcoin Puppets were being launched by @lepuppeteerfou. O.P.I.U.M holders had the right to mint 5 Puppets per O.P.I.U.M.
>The transition to Runes and the airdrop to Puppets
The @PupsToken decided that $PUPS (BRC-20) were to be migrated to Runes on the halving (launch day of the Runes Protocol), but also decided to distribute the to-be migrated $PUPS to all Puppets holders. For that, @PupsToken distributed 10,778 Pups Inscriptions (pre-Runes) that upon halving would give an allocation of $PUPS (Runes) to the holders (burn mechanism).
The decision was an immediate success in price terms, as all the Puppets community, and not only O.P.I.U.M, were going to benefit from that community (cult) token.
>The hype
Prior to the launch of the Runes Protocol, the @PupsToken team enabled a bridge to SOL of the BRC-20 tokens (with the ability to bridge back to Bitcoin). This decision afterwards allowed for the exponential price increase of $PUPS during the peak of memecoins on March and April, 2024, making it the most valuable pre-Runes token.
>The etching of the $PUPS rune and the prophecy
Upon the launch of the Runes Protocol, the @PupsToken team secured the PUPS•WORLD•PEACE ticker, and a very significant Rune number (13).
The number 13 is very relevant in the $PUPS culture, as it signifies the prophecy: When $PUPS reaches a 13B market cap, every O.P.I.U.M that received the original airdrop would become a millionaire. Remember the name: Ord Puppet Inu Undoxxed Millionaire
>The migration
Until November 5th, holders of $PUPS BRC-20 (traded on Bitcoin or Solana) were able to migrate to the Runes Protocol and its bridged version on Solana.
All along the way $PUPS have been a player in the Bitcoin ecosystem. From the early days of the BRC-20 standard to the Runes Protocol. And as part of that, O.P.I.U.M and Puppets have been the fundamental part of it (and the main beneficiaries). They’ve received $PUPS as airdrop and carried the torch all along.
All that is left for us is wait until the prophecy is fulfilled.
BitcoinBoomer retweeted
Introducing the Next-Gen Titan Indexer, an innovation that makes sure you NEVER GET FRONT-RUN AGAIN.
Read more about what the @Saturn_btc team cooked up for @Arch 👇🟠






































