➥ Marcro & The Bitcoin Minning Cost Correlation ✦ Trade war → rising retaliatory tariffs → rare earth prices ↑ → chip manufacturing cost ↑ → mining rig prices ↑ → mining cost ↑ You know #Bitcoin miners follow upgrade cycles, similar to the halving rhythm. This typically happens every 2-4 years, depending on hardware progress and competitive intensity. It’s now >1 year past the 4th Bitcoin halving (April 20, 2024). → Meaning that most mining rigs are still fresh new > A new wave of hardware investment isn’t due yet. → So any effect from the trade war on mining costs may not be fully priced in for another 6-12 months. ✦ However, in this geopolitical context: ▸ China holds a massive edge in rare soils → the raw materials behind cheap chip production (WTO: China holds 44M tons of rare earth reserves, ranked #1 globally) ▸ Trump isn’t taxing chip exports from China, yet chinese consumers are boycotting U.S. goods, which may dampen exports. → China will look for ways to leverage this resource surplus. If China allows large-scale #Bitcoin mining again: → Cheap domestic chips → competitive rigs → Pressure on U.S.-based miners rises → U.S. must produce domestically at higher cost → upgrades → cost inflation. All paths lead to one conclusion: rising #Bitcoin mining costs. Of course, cost inflation is part of #Bitcoin’s long-term design: ▸ Inflation → halving → new-gen miner competition But in today’s AI-driven, macro-unstable world, the competitive cycle may speed up faster than usual. ✦ Two core metrics reflect this: ➊ Hashrate just hit a new ATH: 1055 EH/s → That’s 1055 million trillion trillion calculations per second to mine BTC. ➋ Mining Difficulty is also at a record high: 121.5B → The market must stay alert to reactions from: • Earnings of China-exposed companies • Inflation spillovers • Geopolitical flare-ups • A potential U.S.-China breakdown • Crypto adoption progress in nations like Singapore, China, U.S… ✦ Zooming in: [1] Bitcoin's divergence from traditional markets: → Correlation with Nasdaq is fading → $BTC volatility is dropping while stocks and bonds grow more volatile → Institutional wallets are quietly accumulating again. [2] Gold has surged ~20% as central banks stockpile it at record pace. → [1][2] hint at a shift: $BTC is transitioning from a high-risk asset → to a strategic macro hedge. Long-term, $BTC won't replace gold, it's becoming a parallel reserve system. In a fragmented global order, capital is chasing neutrality. → That drove the gold rush. → But gold can’t keep surging forever. If #Bitcoin remains resilient under ongoing macro pressure. You may be witnessing the early signals of sovereign/institutional recognition and eventually, public adoption. ✦ TL;DR: ▸ Tech-wise: Bitcoin is engineered for long-term price appreciation ▸ Macro-wise: Geopolitical frictions may ignite an arms race in mining ▸ Sentiment-wise: After the gold rush, Bitcoin might be the only asset that ticks both boxes: liquidity + value refuge ▸ Option insights: Whale aims a big pump in Sept, expecting BTC to hit $140K So from my perspective, a #Bitcoin rebound is likely within the next few months.

➥ AI x Modular is the next big meta $PLANCK is shaping up to be its foundation @plancknetwork is building the Modular AI Stack - L0 for sovereign AI chains - L1 for real compute Think Celestia x decentralized GPU infra - $60M+ in GPU power across 20+ Tier-3/Tier-4 data centers - it’s already powering AI workloads at ~90% lower cost than hyperscalers Backed by names like Brock Pierce, Scott Walker, and partners including Microsoft, AWS, Nvidia, and Chainlink The Buzz campaign on @ChainGPT_Pad is live before TGE, early participants get in before the main ignition Low FDV, real infra, strong narrative → Planck is the foundation for sovereign #AI networks

➥ i just had a day completely off-screen no charts, no CT, just enjoying life with IRL frens came back online and couldn’t ignore one thing: @cysic_xyz is heating up - mainnet hinted for this month - TGE feels close - weekly YAP snapshots still running, every tweet literally counts ambassador results drop next week, only ~15 spots the rumored airdrop pool: 0.6% of total $CYS supply, split as • 60% → top Cysic creators • 10% → KR/CN creators • 30% → Kaito Eco after so many hints, this time it feels real let’s talk numbers if $CYS TGE happens this month, here’s how i see the FDV range: 1) conservative: $200M FDV → 0.6% = $1.2M pool 2) mid: $400M FDV → 0.6% = $2.4M pool 3) bullish: $800M FDV → 0.6% = $4.8M pool assuming top 5-10% of contributors capture most of it like $MIRA did: • top-tier → $5K-$15K+ • mid-tier → $500-$2K • casuals → a few hundred if the mainnet truly drops this month, this might end up being the quietest 5-fig airdrop of Q4 btw i'm just sharing a gut feeling after unplugging and coming back refreshed

➥ @SeiNetwork’s IP spotlight = @Kindred_AI Brief intro - consumer #AI project reanimating global IPs like Teletubbies, Astro Boy & Pudgy Penguins - building emotional companions with persistent, interactive AI agents onchain Officially powered by @SeiNetwork since Sept 2025 In just weeks • 3M+ waitlist signups, 400K active users • #1 Mindshare Gainners on Kaito AI Mindshare Arena • 25+ licensed IPs onboarded • Viral launch post with 1.6K+ likes Kindred uses Sei’s sub-400ms block time to make real-time AI possible with chats, memory, and txns all live onchain Every interaction burns or locks $KIN, turning culture into a self-sustaining economy - Sei gives the performance layer → Kindred brings the emotional layer - Together, they push the idea of AI agents as digital IP into something that actually scales IP moves faster on Sei ($/acc)

➥ @Mantle_Official IS TURNING RWAs INTO REAL ACTIVITY I’ve never been more convinced that Mantle is building the future of real-world liquidity • $30B+ of tokenized assets already onchain • Ethereum leads ($9.6B), but new liquidity hubs are emerging • Now, equities like NVDAx & AAPLx go live via @xStocksFi • Fully integrated with @Bybit_Official deposits/withdrawals → Users hold tokenized assets is an old meta, now they move them, stake them, build on them imo, Mantle is one of the few places where you can actually see RWA mass adoption happening ngl

➐ Useful link: Telegram: t.me/TONMemeRepublic X: @TONMemeRepublic Website: tonmemerepublic.com

➏ Step 6: Track Your Performance @TONMemeRepublic Dashboard: Live leaderboard @DEXToolsApp: Real-time trading data @GeckoTerminal: Price charts and volume @DyorNetCrypto: Token analytics @tonscancom: Onchain verification

➎ Step 5: Earn or hold both win A 1% trading fee on memecoin pools keeps the cycle healthy: - LPs earn sustainable fees - Traders profit from token appreciation - DEXs grow with volume Half of the $1M fund buys winning memecoins, half goes into liquidity within a week all 100% onchain & auditable

➍ Step 4: Compete for the leaderboard Every meme fights for the crown. Rankings refresh every 5 mins based on: - Trading volume - Price growth - Number of holders - Weekly performance Top performers get onchain prizes + liquidity boosts (funded by TON’s $1M Memecoin Fund)

➌ Step 3: Trade the hottest memes Trading happens across approved DEXs & bots, choose what fits you best: - @x1000_finance - @dtrade_tg - @MaestroBots - @PocketFi_App - @aveai_info You can chart, compare volumes, and snipe early moves If you’re low on @ton_blockchain, bridge directly via @StargateFinance or use Near Intents

➋ Step 2: Launch your own memecoin Click “Launch your meme to the moon” You’ll see options like $BLUM, $LAB, $STONKS, $BIGPUMP, $GASPUMP - Choose a launchpad - Name your token & pick a $ticker - Add story + sticker - Pay deploy fee → token goes live instantly Until it hits its first market-cap milestone, it stays inside your chosen launchpad

➊ Step 1: Visit @TONMemeRepublic Dashboard Everything starts here → tonmemerepublic.com/ This dashboard updates every 5 mins with live rankings, volumes, and top-performing memes No off-chain data, no hidden formulas, everything verifiable onchain via @x1000_finance + @dedust_io

The gates are open @TONMemeRepublic by @ton_blockchain is LIVE The first onchain arena for memecoin traders, LPs & creators Grab your $1M total fund to fuel the memecoin economy on #TON ↓

I just stepped into @TONMemeRepublic by @ton_blockchain $1M fund, 10-week meme race, and full onchain rankings It’s momentum, metrics & memecoins If memes are culture, $TON just built the economy for it

➥ The tech behind @EspressoSys It’s a coordination layer built to connect all rollups under a shared confirmation and data layer • HotShot BFT → sub-second block confirmations • Tiramisu DA → scalable, low-cost data availability for high-throughput apps • Shared sequencing → multiple rollups can coordinate transactions and liquidity, natively In practice, that means a DEX on Base could instantly reflect updates from Hyperliquid ppl might finally see Ethereum evolve into a unified multichain economy like how the internet connects servers today thanks to Espresso

➥ Just tested @TrendleFi Beta ICYMI, Trendle is the first #AttentionFi trading platform - it honestly feels like the next evolution after Prediction Markets - while Polymarket or Kalshi let you bet on outcomes, Trendle lets you trade attention itself In simple term, you’re predicting what people will talk about next Bitcoin, Taylor Swift, GTA VI, Trump, ChatGPT, etc. everything that moves the world’s attention is tradable I minted a cool Trendle social card and i’ve got OINLY 1 invite code left Who wants in before everyone starts trading attention?

➥ @SIXR_cricket | $SIXR First Innings turns engagement into a game • Complete social quests • Refer friends • Stack runs to climb the board • Earn $SIXR rewards What I like is how SIXR actually blends real cricket culture with onchain utility From The Legends Collection such as Chris Gayle, Afridi, Eoin Morgan to its massive reach through Bongo’s 300M+ audience It’s fandom going onchain ngl

➥ BREAKING: @SeiNetwork just saw a $29.7M surge in stablecoins in the last 24h one of the biggest inflows across all chains something’s cooking on after Binance launched Validator Node on $SEI

➎ Conclusion If you’re holding idle USDT anyway, might as well make it work. Open @tonwallet_tg → Earn → USDT → Deposit Done ✅

➍ I like this one because it’s simple: No forms, no gas wars, no guessing Just stake, earn yield, and maybe win a collectible Not financial advice, just sharing what I’m testing

➌ Step 3: You’re automatically in the raffle Prizes by deposit size: • 100-250 USDT → 4 Swiss Watches • 251-500 USDT → 2 Artisan Bricks • 501+ USDT → 1 Plush Pepe Winners announced Nov 26 via Telegram