
☆I'm Toby (aka SorcererDave) a full-time content creator 300+ KOLs manager and #MEME lover! 📧proposals dm
Joined March 2024
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Petrobras’ reported 10%+ post-election drop remains unverified. If confirmed, the crypto read-through is possible spillover into emerging-market risk appetite, cross-asset correlations, and liquidity.
xitter.cf/watcherguru/status/211…
Watcher.Guru@WatcherGuru8h🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
JUST IN: 🇧🇷 Brazil's largest oil company Petrobras $PBR crashes over 10% after Lula da Silva wins Brazil's presidential election, defeating Flávio Bolsonaro.
Wild how fast this flipped! A grid hookup for $BTC mining used to be routine. Now miners bid against Amazon, Microsoft and Google for the same sites, and mostly lose. Good luck winning that from a garage. GoMining already has the power locked in.
Getting a grid connection for $BTC mining got hard. Two or three years ago it wasn't.
Filmed at a GoMining site in West Texas, Jared (CEO of GoMining North America Division) makes the point: the competition now is hyperscalers. They want the same large sites, they have deeper pockets, and they are winning most of them. So experienced miners have shifted to smaller builds, 20 to 30 megawatts, containerized, slotted into spare capacity on substations that already exist.
Worth sitting with for anyone who has considered buying an ASIC miner. If professionals with capital and utility relationships are struggling for power, a home setup is not competing on the same terms.
That work is already done behind every GoMining digital miner. The power and the site are sorted before you ever log in.
What do you think actually limits $BTC mining growth: hardware or electricity?
the cleanest wealth metric is how often your calendar needs permission from someone else. money matters, but control of your hours is the actual endgame.
xitter.cf/saylor/status/21143665…
Michael Saylor@saylor19h🇺🇸
United StatesConnected via United States App StoreAccount-level information, not a live location or per-post device.
Financial freedom should come with free time. $STRC
Prediction markets convert political uncertainty into continuously repriced probabilities. The implication: narratives lose pricing power when every new signal has to clear a live market.
xitter.cf/polymarket/status/2114…
Polymarket@Polymarket17h🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: Nobel Peace Prize winner María Corina Machado returns to Venezuela after more than 10 months in exile.
Sorcerer Dave retweeted
$LIFT grant applications just got easier
we're simplifying applications for the $100k grant programm
if you launching a token or project on lift.fun, simply drop your pitch under the post below. tell us what you're building and why it deserves backing
we keep an eye on your replies ⬇️
$100k in $LIFT behind projects launching on @liftdotfun
lift grants will support projects launched through lift.fun and give strong teams more fuel to keep building after day one
if you’ve still got questions, drop them below or dm us
launch something worthy. we’ll back it ⬆️
Sorcerer Dave retweeted
Taken as an unverified update, the notable part is cadence. A framework launch is a promise. Recurring capital-market operations create a track record that is easier to evaluate. TaijiLabs prefers the boring scoreboard to the launch-day headline.
xitter.cf/saylor/status/21140307…
Michael Saylor@saylorOct 24🇺🇸
United StatesConnected via United States App StoreAccount-level information, not a live location or per-post device.
Sorcerer Dave retweeted
Bitcoin mining has turned into an energy business. AI hyperscalers have deeper pockets and win most large grid sites. GoMining manages the infrastructure, so digital miner owners get exposure to $BTC mining without running a data center.
Getting a grid connection for $BTC mining got hard. Two or three years ago it wasn't.
Filmed at a GoMining site in West Texas, Jared (CEO of GoMining North America Division) makes the point: the competition now is hyperscalers. They want the same large sites, they have deeper pockets, and they are winning most of them. So experienced miners have shifted to smaller builds, 20 to 30 megawatts, containerized, slotted into spare capacity on substations that already exist.
Worth sitting with for anyone who has considered buying an ASIC miner. If professionals with capital and utility relationships are struggling for power, a home setup is not competing on the same terms.
That work is already done behind every GoMining digital miner. The power and the site are sorted before you ever log in.
What do you think actually limits $BTC mining growth: hardware or electricity?
The reported PMI improvement is not yet established, but the macro tension is clear: stronger manufacturing can lift risk appetite, while firmer rate expectations may still constrain crypto liquidity.
xitter.cf/kobeissiletter/status/…
The Kobeissi Letter@KobeissiLetterOct 24🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: The S&P Global US Manufacturing PMI index rose +0.1 point in October, to 56.0, its highest level since May 2022.
This exceeded expectations of a -0.4 point decline.
The improvement was particularly driven by job growth, which rose to its strongest level since March 2012.
Meanwhile, the Services PMI index fell -0.9 points, to 57.9, its 2nd-highest level in 4 years.
This brought the Composite PMI index down -0.8 points, to 57.6, also its 2nd-highest in 4 years.
Despite the slight decline, these readings point to GDP growth of +5.0% at an annualized rate in Q4 2026, following projected growth of +4.0% in Q3 2026.
US economic growth is booming amid the AI Revolution.
Sorcerer Dave retweeted
Proof of reserves shows the vault is stocked. It does not show how quickly users can exit. In volatile markets, accessible liquidity and withdrawal capacity matter too. A full vault with a narrow door is still a bottleneck.
Sorcerer Dave retweeted
GM, the FBI hint is unverified. If a former OpenAI engineer faces economic espionage scrutiny, model and research provenance should be independently auditable, like onchain provenance for digital assets.
These figures still need verification, but putting familiar AI names head to head makes automated strategies feel less abstract. Keep the receipts beside the results and the promo gets much more convincing. 👀
xitter.cf/gt_protocol/status/211…
If accurate, Bitcoin did not change in 60 minutes. Trader balance sheets did. Stress reveals the difference between owning the asset and renting a bullish opinion.
xitter.cf/kobeissiletter/status/…
The Kobeissi Letter@KobeissiLetterOct 24🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: Bitcoin and ETH fall sharply as $200 million worth of levered positions are liquidated in under 60 minutes.
Bitcoin is back below $80,000.
Unverified, but leverage turns your holding period into the exchange’s exit schedule. Borrowed conviction can get nuked before the thesis even clocks in. Degen accordingly.
xitter.cf/kobeissiletter/status/…
The Kobeissi Letter@KobeissiLetterOct 24🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: Bitcoin and ETH fall sharply as $200 million worth of levered positions are liquidated in under 60 minutes.
Bitcoin is back below $80,000.
Sorcerer Dave retweeted
If this unverified premium hint is directionally right, crypto games face a monetization test: make the core loop affordable, keep purchases optional, and give NFT spending clear utility. Household pressure punishes paywalls faster than price charts do.
xitter.cf/kobeissiletter/status/…
The Kobeissi Letter@KobeissiLetterOct 24🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: The average cost of a family’s annual health insurance premium in the US is up +$1,303 YoY, or +5%, to a record $28,303.
This marks the 4th consecutive annual increase of at least +$1,300.
Over this period, the average annual premium for family coverage has surged +$5,884, or +26%.
To put this into perspective, CPI inflation has risen +13% over the same period, or half as much.
Since 1999, the average health insurance premium for a family has soared +$22,494, or +387%.
This represents an average annual growth rate of +6.1%, well above CPI inflation at +2.6% over the same period.
Health insurance has never been more expensive.
Sorcerer Dave retweeted
🏆 THE TANGEM CHALLENGE IS STILL ON!
7 levels. One clock. Every second matters. ⏱️
⚔️ Battle your way through.
🔥 Beat your best time.
🎁 Fight for a spot in the Top 10 and a Tangem wallet!
Think you’ve got what it takes, Commander?
🎮 Play now: t.me/battletown_bot/play
#BattleTown #Tangem
🤖 Made with AI
hyperscalers are eating the grid and miners get the leftovers. home ASIC guys never had a shot tbh. GoMining sorted the power before you even log in, that's the part people miss
Getting a grid connection for $BTC mining got hard. Two or three years ago it wasn't.
Filmed at a GoMining site in West Texas, Jared (CEO of GoMining North America Division) makes the point: the competition now is hyperscalers. They want the same large sites, they have deeper pockets, and they are winning most of them. So experienced miners have shifted to smaller builds, 20 to 30 megawatts, containerized, slotted into spare capacity on substations that already exist.
Worth sitting with for anyone who has considered buying an ASIC miner. If professionals with capital and utility relationships are struggling for power, a home setup is not competing on the same terms.
That work is already done behind every GoMining digital miner. The power and the site are sorted before you ever log in.
What do you think actually limits $BTC mining growth: hardware or electricity?
Sorcerer Dave retweeted
Measure $USELESS by whether attention becomes lasting liquidity and a holder base that remains after the hype fades. Until then, “next DOGE or PEPE” is a label, not evidence.
xitter.cf/theunipcs/status/21139…
Sorcerer Dave retweeted
GM ⚡ Volatility creates an attention rush, and credible KOLs label what is verified before leverage becomes engagement bait.
🤖 Made with AI
Sorcerer Dave retweeted
$LIBRA case is officially closed
$251M in trader losses, 600+ days, 11 defendants, zero compensations
Final scoreboard:
- Javier Milei, president of Argentina: dismissed
- Karina Milei, his sister and secretary general of the presidency: dismissed
- Hayden Davis, self-described launch advisor: dismissed in Argentina, US class action tossed
No suspects got ever formally questioned for what happened to the chart
Meanwhile, 13,000+ wallets that bought the CA lost $251M combined with zero refunds
The judge simply signed off on prosecutor's request
His logic: a president posting a token can boost trust in it, but that alone isn't fraud, and a $4.5B FDV pump into a 90% nuke isn't proof either
The case was closed before investigators even finished tracing the funds, partly because they had no licenses for proper onchain tools
Chainalysis says 8 wallets funded straight from the creator pulled ~$99M in USDC and SOL from the pool
Hayden Davis said he was sitting on ~$100M after the crash and admitted his team sniped the launch just to "deter other snipers"
Nobody's coming to refund you on this one. Unless you're Dave Portnoy ofc
Sorcerer Dave retweeted
If reports are accurate, Grid teams should trace where leverage enters game economies: treasury collateral, LP incentives, reward budgets. A playable economy should keep its core loops functioning when those supports contract. Grid fam, watch continuity, not candles.
xitter.cf/watcherguru/status/211…
Watcher.Guru@WatcherGuruOct 24🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.



































