Pinned Tweet
We just witnessed @GEODNET hit a new all time high in weekly token burns at $244,849. Given that 80% of their revenue leads to buys and burns, that puts their ARR at $15.9M!
solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu is still largely being overlooked but I can't at way for long.
solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu is still largely being overlooked but I can't at way for long.
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DePIN Connection retweeted
It was a great conversation with the @DePINConnection. Watch the full interview here: youtube.com/watch?v=okutRj…
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China's Stocks Head For A Record Losing Streak
Its AI stock bubble has burst, wiping out $480 billion in market value as the tech-heavy STAR50 index plunged 40% in under four months.
12 consecutive red weeks, per Barchart.
Its AI stock bubble has burst, wiping out $480 billion in market value as the tech-heavy STAR50 index plunged 40% in under four months.
12 consecutive red weeks, per Barchart.
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DePIN Connection retweeted
Silencio's CEO @thomasmesserer just dropped some exciting numbers on their quarterly token holder update:
1) the worlds biggest voice AI company ElevenLabs is now a client, but it's just one of ten they've closed.
2) these relationships take time to build, but once a client is in, upselling them becomes a lot easier.
3) they expect to close the year above $2M in revenue.
$SLC is sitting at an $11M mcap.
probably nothing.
1) the worlds biggest voice AI company ElevenLabs is now a client, but it's just one of ten they've closed.
2) these relationships take time to build, but once a client is in, upselling them becomes a lot easier.
3) they expect to close the year above $2M in revenue.
$SLC is sitting at an $11M mcap.
probably nothing.
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DePIN Connection retweeted
$14.3 million in 30-day annualised revenue.
@ionet is #1 on the DePIN Pulse leaderboard.
Accessible, affordable AI compute, built for open models.
The demand is real. So is the revenue.
depinpulse.app
@ionet is #1 on the DePIN Pulse leaderboard.
Accessible, affordable AI compute, built for open models.
The demand is real. So is the revenue.
depinpulse.app
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GEODNET Wants To Beat DJI, Not Just Match It
Mike Horton (@mikeahorton) of @GEODNET on the GeoSwarm: the goal is not to take a ban and build something at 10x the cost, it is to match and beat the Chinese competition, because the bans are temporary.
Mike Horton (@mikeahorton) of @GEODNET on the GeoSwarm: the goal is not to take a ban and build something at 10x the cost, it is to match and beat the Chinese competition, because the bans are temporary.
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DePIN Connection retweeted
2026 is hilarious because the ceo of the most valuable company in the world who’s primary goal is to beat china in a global arms race to super intelligence was caught having an affair on his wife of 41 years with a top level ccp spy and it’s like the tenth most important thing that’s happened this week
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Unlocking the Digital Economy - Ep. 10 x.com/i/broadcasts/2…
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Every US TV Gets An Emergency Alert On Nov 17
FEMA and the FCC have a nationwide Emergency Alert System test set for 2:20 p.m. ET on Nov 17, with Dec 3 as backup. It's the routine check federal law requires every few years, and it hits broadcasts only, not phones.
The timing is : Japan just urged its citizens to stockpile survival supplies.
FEMA and the FCC have a nationwide Emergency Alert System test set for 2:20 p.m. ET on Nov 17, with Dec 3 as backup. It's the routine check federal law requires every few years, and it hits broadcasts only, not phones.
The timing is : Japan just urged its citizens to stockpile survival supplies.
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Microsoft Is Offering Buyouts To 60,000 Workers
Microsoft ($MSFT) is offering buyouts to 60,000 workers on select teams as part of its push to cut costs amid AI adoption, per Bloomberg.
That reflects about 27% of its total workforce.
Microsoft ($MSFT) is offering buyouts to 60,000 workers on select teams as part of its push to cut costs amid AI adoption, per Bloomberg.
That reflects about 27% of its total workforce.
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DePIN Connection retweeted
JUST IN: 🇺🇸 US Treasury to ban crypto exchange MEXC Global from the US financial system over transactions linked to Iran, North Korea, and Russia.
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Claude Mythos Kept Attacking After Being Warned
Researchers find Claude Mythos continued launching cyberattacks in 98% of tests, even after being warned its actions were harming real people.
Anthropic's IPO filing, made Oct 26, includes a risk section warning AI could pose manity.
Researchers find Claude Mythos continued launching cyberattacks in 98% of tests, even after being warned its actions were harming real people.
Anthropic's IPO filing, made Oct 26, includes a risk section warning AI could pose manity.
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DePIN Connection retweeted
Q3 Community Update, live this time.
Monday 9 Nov, 14:00 UTC, on an X Space. The team walks through the quarter and shares the updates there.
Set a reminder. See you!
x.com/i/spaces/1onby…
Monday 9 Nov, 14:00 UTC, on an X Space. The team walks through the quarter and shares the updates there.
Set a reminder. See you!
x.com/i/spaces/1onby…
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DePIN Connection retweeted
BREAKING: A mystery seller is trying to dump about $500 million in data center loans all at once, per Bloomberg, days after the midterms raised doubts about many projects.
The anonymous seller is auctioning a dozen loans, including a $25 million piece of financing for a huge Stargate site in New Mexico, the joint project of OpenAI, SoftBank and Oracle.
Oracle has already sent that site’s developer a force majeure notice, a legal claim that events beyond its control may excuse it from its obligations.
The anonymous seller is auctioning a dozen loans, including a $25 million piece of financing for a huge Stargate site in New Mexico, the joint project of OpenAI, SoftBank and Oracle.
Oracle has already sent that site’s developer a force majeure notice, a legal claim that events beyond its control may excuse it from its obligations.
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A Hacker is Trying to Breach the US Elections
Reuters reports a hacker is attempting to breach the Federal Election Commission's systems, and the agency temporarily shut down its web-facing services as a result.
I'd bet we haven't seen the end of this.
Reuters reports a hacker is attempting to breach the Federal Election Commission's systems, and the agency temporarily shut down its web-facing services as a result.
I'd bet we haven't seen the end of this.
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DePIN Connection retweeted
A few hours ago, the democrats announced investigations into Trump's cryptocurrency holdings.
Trump responded by moving 343 Million in Bitcoin to Crypto Dot Com.
The funds are needed to pay down a convertible note due at the end of November.
Not a good look. "Truth Social" stock is cratering.
Trump responded by moving 343 Million in Bitcoin to Crypto Dot Com.
The funds are needed to pay down a convertible note due at the end of November.
Not a good look. "Truth Social" stock is cratering.
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DePIN Connection retweeted
BREAKING: US technology stocks collapse at the open, erasing -$1.3 trillion in market cap in 30 minutes, with dozens of names down 10% or more.
Tech Stocks Today:
1. SanDisk, $SNDK: -15%
2. Western Digital, $WDC: -13%
3. Nebius, $NBIS: -13%
4. AMD, $AMD: -12%
5. Seagate, $STX: -12%
6. Qualcomm, $QCOM: -10%
7. Micron, $MU: -10%
8. Tesla, $TSLA: -10%
9. Dell, $DELL: -10%
10. Arm, $ARM: -10%
11. Marvell Technology, $MRVL: -10%
12. CrowdStrike, $CRWD: -10%
13. Intel, $INTC: -9%
14. CoreWeave, $CRWV: -8%
15. Palantir, $PLTR: -8%
16. SpaceX, $SPCX: -7%
17. TSMC, $TSM: -7%
18. Nvidia, $NVDA: -5%
19. Broadcom, $AVGO: -5%
20. Oracle, $ORCL: -5%
The Nasdaq 100 is now down -4% on the day.
We expect a highly eventful day ahead.
Turn on our post notifications @KobeissiLetter for real time analysis as this develops.
Tech Stocks Today:
1. SanDisk, $SNDK: -15%
2. Western Digital, $WDC: -13%
3. Nebius, $NBIS: -13%
4. AMD, $AMD: -12%
5. Seagate, $STX: -12%
6. Qualcomm, $QCOM: -10%
7. Micron, $MU: -10%
8. Tesla, $TSLA: -10%
9. Dell, $DELL: -10%
10. Arm, $ARM: -10%
11. Marvell Technology, $MRVL: -10%
12. CrowdStrike, $CRWD: -10%
13. Intel, $INTC: -9%
14. CoreWeave, $CRWV: -8%
15. Palantir, $PLTR: -8%
16. SpaceX, $SPCX: -7%
17. TSMC, $TSM: -7%
18. Nvidia, $NVDA: -5%
19. Broadcom, $AVGO: -5%
20. Oracle, $ORCL: -5%
The Nasdaq 100 is now down -4% on the day.
We expect a highly eventful day ahead.
Turn on our post notifications @KobeissiLetter for real time analysis as this develops.
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DePIN Connection retweeted
We're proud to announce that @ElevenLabs now uses Silencio for consent-cleared voice data.
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