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Every news story follows a predictable decay function- it peaks, then is soon forgotten. That is, every story except one: Israel. I analyzed 14.7 million news articles in 65 languages, cable news airtime, and social media data from X. The results were staggering. 🧵
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ETH's core use case is DeFi collateral. A stable SoV asset is what does that job best
Expanding on why I believe "ETH as store of value (SoV)" makes much more sense to focus on than "ETH as fee-burning token".

Three primary reasons:

1. ETH as fee-burning token never was as strong as it seemed
2. Optimizing for ETH as fee-burning token would demand Ethereum and ETH function in ways that are very hard to make compatible with decentralization and capture resistance.
3. Meanwhile, optimizing for ETH as SoV is aligned with Ethereum focusing on its unique strengths (decentralization and CROPS)

EIP-1559 (including its burn) is fine and good, we should keep them. But we should not feel sad if fee burn is < 10% of breakeven indefinitely; the value of ETH comes from elsewhere.

The core idea: the big thing that people appreciate about Ethereum is decentralization and CROPS. The main pragmatic benefit that these things translate into is stability. SoV is the category where that is not an unneeded extra we merely put effort into for ideological reasons, but rather a pragmatic strength from the perspective of people putting in their assets. And in the era of AI disruption, stability will be highly valued.
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Insightful
Last night is exactly why no President has dealt with Iran before now

We don't reward Presidents for acting in the best long-term interest of the country

We reward them for avoiding difficult decisions if it means we don't have to make any sacrifices during any given 2yr period
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Jeremy Musighi retweeted
Jewish Democrats are hopeful today that with U.S. funding to Israel ending and AIPAC politically diminished and no longer funding candidates, the hatred will stop.

Here in Canada we have no AIPAC equivalent, and our funding to Israel is insignificant.

The hatred is worse.
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Jeremy Musighi retweeted
🇩🇪🚨MEGA-ESCÁNDALO: La ganadora de las elecciones de BERLÍN, del partido de ultraizquierda Die Linke confiesa por error que Hamás controla su partido y teme por su vida💣

Un error acaba de generar una crisis de seguridad impresionante. La revista Der Spiegel —un medio, cabe ndencia izquierdista— ha sacado a la luz un documento interno que prueba cómo Die Linke ha sido secuestrado por el islamismo.

Su candidata a gobernar Berlín, Elif Eralp, envió por accidente a la redacción las notas privadas de una entrevista donde confiesa estar coaccionada y aterrorizada por Hamás que opera dentro de su propio partido.

Resulta que luego de una entrevista, el equipo de la candidata revisó la transcripción. Durante este proceso, Eralp hizo comentarios internos que debían quedar en la más estricta confidencialidad. Sin embargo, el documento con las acotaciones sin borrar fue devuelto a los periodistas.

El contenido de esas notas es dinamita. Cuando Der Spiegel le preguntó por Ibrahim Ibrahim —un propalestino simpatizante de Hamás que celebró la masacre del 7 de octubre—, la respuesta pública iba a ser esquiva. Pero en el margen del documento filtrado, Eralp escribió la verdad: «Hay un PROBLEMA. [...] mi marido no, y yo tampoco, quiero nombrar nombres concretos, él tiene miedo de esta gente y yo también».

La filtración expone la cruda realidad del islamoizquierdismo en Alemania: Eralp llegó a comparar el nivel de amenaza de estos militantes pro-Palestina con el del Crimen Organizado e implora abortar la publicación: «No puedo poner en peligro a mí misma y a mi familia por Der SPIEGEL. ¿Qué hacemos ahora? ¿Anulamos toda la entrevista?».

El mayor chiste de toda esta situación, sin embargo, quedó plasmado en una de las frases que Eralp sí quería publicar. En un alarde de desconexión absoluta, la candidata afirma en la entrevista: «Lo que sí puedo decir con total claridad es que, como alcaldesa gobernante, velaré por la seguridad de todas las berlinesas y todos los berlineses». Una promesa que resulta irrisoria viniendo de una dirigente que, en el mismo documento, reconoce en secreto que ni siquiera puede proteger a su propia familia de las bases de su partido.

Luego del escándalo, Eralp ha anunciado que procederá legalmente contra Der Spiegel y presentará una queja formal ante el Consejo de Prensa por haber citado sus anotaciones internas. Esta maniobra judicial evidencia de inmediato lo susceptibles y completamente desbordados que están en realidad estos cuadros dirigentes frente a situaciones de crisis.

La izquierda radical berlinesa creyó que podía capitalizar electoralmente el extremismo islámico; hoy, los documentos demuestran que es el extremismo quien los tiene de rehenes.
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Jeremy Musighi retweeted
Abdul El-Sayed Promises To Any Jews Who Vote for Him That He'll Kill Them Last buff.ly/81uFpPR
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Jeremy Musighi retweeted
BREAKING: Israeli police have arrested 7 suspects, including 3 school principals, in a vote buying scheme involving Mansour Abbas’s Ra’am party.

Investigators uncovered cash, envelopes containing thousands of shekels, and election materials.

Voters were offered ₪200 to ₪300 ge for political support.

Separately, Israel’s Shin Bet is investigating intelligence suggesting tens of millions of shekels from Qatar may have been used to influence the election.

Likud is now seeking to overturn results at polling stations where alleged violations occurred.
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Jeremy Musighi retweeted
HUGE: KIND founder and Shark @DanielLubetzky says Semafor's CEO once bragged to him about getting millions from Qatar to "train journalists," for work costing a tiny fraction of that.

He says it felt to him like a bribe.
Exactly what my thread laid out.
Ever hear the phrase "lying by omission"?

In today's newsletter, Semafor Gulf editor Mohammed Sergie whitewashed Qatar's ties to the Muslim Brotherhood and its terror funding.

What he neglects to tell readers, however, is that Semafor has deep financial ties to the regime🧵
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Jeremy Musighi retweeted
Jews don't require any kind of a solution, final or otherwise, because Jews are not a problem to begin with.
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Benjamin Netanyahu is the world's most hated man. The international media's most demonized person. These numbers could accurately represent Israeli voters, or they could be skewed by non-Israelis who believe, based on media-derived perception, that there's no way he could win.
Tomorrow, Israel votes in a critical election as it fights on all fronts against surrounding enemies and a targeted global information war. I’ve traced hidden money flows through IRS 990s, Israeli nonprofit filings and a US investigation. There’s something you should know. 🧵
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Replying to @immutbl
Less than 24 hours later
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Jeremy Musighi retweeted
I used AI to create this short film.

America, you’ve been warned.
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Jeremy Musighi retweeted
4 קרנות זרות ממנו את מרד קפלן בצבא שהביא עלינו את טבח שמחת תורה ואת ההפגנות האנטישמיות ברחבי העולם נגד מדינת ישראל
חייבים לחקור את ראשי קפלן
Tomorrow, Israel votes in a critical election as it fights on all fronts against surrounding enemies and a targeted global information war. I’ve traced hidden money flows through IRS 990s, Israeli nonprofit filings and a US investigation. There’s something you should know. 🧵
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Jeremy Musighi retweeted
וואו!!! מחקר מגלה שאותם מקורות מימון (ארבע קרנות אמריקאיות גדולות, כולל קרן רוקפלר וקרן פורד) מממנות גם את תנועת קפלן וכל הארגונים האנטי ממשלה נוכחית וגם את כל התנועות והפעילויות האנטי ישראליות בארה״ב. תנו לזה לשקוע: אותו מימון דוחף גם את האופוזיציה וגם את האנטי ציונות בעולם.
Tomorrow, Israel votes in a critical election as it fights on all fronts against surrounding enemies and a targeted global information war. I’ve traced hidden money flows through IRS 990s, Israeli nonprofit filings and a US investigation. There’s something you should know. 🧵
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RT @letat_lechat: There’s a massive propaganda network organizing the destruction of one tiny democracy—our only democratic ally in the ent…
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Tomorrow, Israel votes in a critical election as it fights on all fronts against surrounding enemies and a targeted global information war. I’ve traced hidden money flows through IRS 990s, Israeli nonprofit filings and a US investigation. There’s something you should know. 🧵
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