Ceo of $dgxx just validated my research via @chinoalemano repost btw Truly incredible stuff. Pays to dig deep.

$DGXX isn't helping the laggers. DGXX is positioning to be the company the laggers buy from. That's not negative. That's a moat. First, "liquid cooling isn't new". Half right. As a general concept it's been around for years. But there are three very different tiers, and lumping them together misses the point. Tier 1 is air cooling, the old standard that completely breaks down at modern GPU densities. Tier 2 is single-phase water/glycol direct-to-chip, which is what CoreWeave and IREN use today. It works, but it still uses water, demands high flow rates, and carries leak risk. Tier 3 is two-phase waterless dielectric (ZutaCore HyperCool), where a dielectric fluid boils and condenses in a sealed closed loop. Zero water, 5 to 6x lower flow, zero leak risk. When people say "liquid cooling" they mean tier 2. What almost nobody has deployed at scale is tier 3. That gap is exactly where the differentiation lives. Second, and this is the bigger one: "DGXX is spending money helping the laggers develop this". This gets the direction backwards. DGXX is not financing anyone's cooling R&D. ZutaCore already built HyperCool. They're an independent company with their own patents and IP. If a partnership happens, DGXX would be the integrator and customer, not the sponsor. Here's the part that flips the premise entirely. Through USDC and ARMS 200, DGXX is building a modular Tier-III system that other operators (the ones sitting on stranded gigawatts but lacking a modern stack) would have to buy. Companies like IREN spent years securing powered land, but raw power means nothing if your cooling can't handle modern density. ARMS300 is the answer they didn't build themselves. So DGXX isn't helping the laggers. DGXX is positioning to be the company the laggers buy from. That's not negative. That's a moat. One honest caveat: the DGXX/ZutaCore partnership isn't officially announced yet, just signalled via the CTO's LinkedIn post. Treat it as a strong signal, not confirmed fact. But the broader thesis holds either way. They're building the full stack to sell to a market that's desperate for exactly that.

Why would Anthropic, a company that just got caught nerfing its own models and surveilling users simultaneously push for a government agency to regulate AI? (Save this) @DavidSacks and @chamath have the same answer, and it has nothing to do with safety. On the exact same day that the Fable 5 backlash was playing out publicly, Dario Amodei published a sweeping policy essay calling for an FAA-style regulatory agency to approve all frontier AI models before release, with government authority to block deployment if an independent auditor deems the model too risky. The proposal uses the language of safety, cybersecurity, bioweapons, loss of control and the timing was not a coincidence. The mechanics of what Amodei is proposing reveal the actual target. An FAA for AI would require every model to pass a pre-release compliance audit before it can be deployed publicly. Closed models from well-funded labs like Anthropic, OpenAI, and Google can afford compliance teams, legal frameworks, audit pipelines, and the months of runway required to navigate a government approval process. Open source models cannot. An open source model, by definition, is already out in the world the moment it is released, it cannot be recalled, audited in advance, or forced through a centralized approval gate. The regulation would not slow Anthropic down. It would make open source legally impossible to deploy, effectively eliminating the only class of AI that users can run locally, inspect fully and operate without a third-party vendor deciding what they are allowed to ask. Sacks called it precisely, it is a preemptive strike against local inference the practice of running a model on your own machine, where no one can profile you, degrade your responses, or cut off your access. The data on compute concentration makes this even more alarming. Chamath revealed on the podcast that even today, with open source models technically available, the overwhelming majority of inference compute still flows to the big closed labs, open source runs on a minuscule fraction of the total megawatts in operation. The market already concentrates power at the top, and a compliance based regulatory framework would institutionalize that concentration permanently.

Random Sunday Thoughts #217 1. Over many years I have invested in and advised on some of the most valuable domain names. These assets fall into four distinct buckets; Category domains that are also brands, such as Football .com, Chocolate .com, Chat .com; Exact match domains where the value is purely as a brand, i.e. Monarch .com, Runway .com; 2-3 letter domains that are also category defining , HR .com, ID .com, and those that are purely brands i.e. RL .com, TPT .com. Of these, I would argue that no domain asset is more valuable than the industry defining term. I founded CreditCards. com, and that name alone allowed us to compete alongside massive, established leaders and build a profitable, trusted, and successful business. The category domain is the category. There is no Plan B. There is always someone out there who will ultimately make the decision that acquiring the category defining .com sets their company up to be a market leader. That conviction is what drives the ceiling on these domains higher than any other asset in this class, because there is only one, and there is no alternative. That said, selling a category domain requires something specific: a buyer who unequivocally understands why they want it and exactly what they are going to do with it. This is true whether the buyer is a Fortune 500 management team or a first time entrepreneur. It is why, with generic category domain assets, having an internal champion at the ultimate buyer is essential. I have seen this play out in so many of our transactions; Home .com (the full story is here: lnkd.in/gP8t_Y4u), IRA .com, and Chat .com, to name just a few. It is even more valuable when the category domain is the 2 letters, like HR or ID. With an exact match brand domain, the path to a deal is one of less resistance. The company is already called Monarch but started on MonarchMoney .com. These companies are looking to upgrade their brand, their trust, and their email security to the exact match .com. The motivation is intuitive, the path is clear, and the value immesurable, but the ceiling is lower than it is with a true category domain, because there is usually another option. 2. This was a great week as I, with ATM Holdings, and Hilco Digital, oversaw major transactions for Mom .com and TPT .com, both win-win deals for the buyers and sellers. They each required a ton of patience and perseverance to get them over the finish line. As I say all the time, it is not a matter of if but when with the most valuable domain assets, and patience the art of negotiation is key. 3. My monthly SubStack domain briefing is growing. You can see the June edition here lnkd.in/gkNJZFW3 4. I have never been a soccer player or fan. But I am loving the World Cup. The crowds, the atmosphere, the amazing Scotland fans in Boston, and the perfect game played by the USA in its opening match. Congrats to the Knicks and their real fans. Clutch team for sure. Until Next Week #domains #worldcup

Bittensor $TAO pumps hard after frightening Anthropic news... Following the US Govt's orders against Anthropic, @opentensor's native token has absolutely charged. At time of writing, $TAO is up 25% on the week and more than 13% on the day. Is now the time to be bullish on decentralised AI...?

New to $TAO? Start here. Bittensor explained by co-founder Const himself. 👇

Did a little digging to figure out what that executive post was all about, and the connection is actually pretty simple. It takes three pieces to build these new AI data centers, and these companies each have one: $DGXX has the raw power and the land. ZutaCore has the special cooling tech to keep the computer chips from overheating. Yutanix is the marketplace that actually finds the tech companies to rent the space. They all need each other to work. Seeing the execs tag all three together shows they are building a real team effort here. Will we get an official PR or news release on this soon? Usually, these things are hammered out behind the scenes first, but if it's a major deal, they have to disclose it eventually. Keeping my eyes peeled. 👀

I am analyzing $DGXX performance against tough questions they were asked at the Columbia town hall this past January. (Questions answered on the Columbiana data center) Hopefully we will be able to use this to judge their future performance in other public settings. 💧Water usage concerns are COMPLETELY resolved with Zutacore Hypercool. ⚡Electricity concerns are mostly resolved, although an increase in electric rates is probably inevitable. DGXX is going to be more electrically efficient than other AI infra at this stage though, so that is a win. 🔊Noise concerns are completely resolved, except for future expansion. DGXX can prevent further complaints in the future by not conducting construction at night, fairly easy. 💨Air quality concerns AT COLUMBIANA have yet to be addressed. HOWEVER, they are interested in deploying SMRs (Small Module Nuclear Reactors) at one, if not ALL of their sites, which would resolve this entirely. 💧Water pollution concerns are resolved, as ARMS sites are ZERO WATER. 🧪Chemical concerns are significantly reduced, as Zutacore Hypercool is easily contained, low maintenance, and leaks can be easily managed. 🔥Fire risk in a tier 3 data center is LOW, as they must have built-in fire suppression systems to qualify as Tier 3. This of course has not been reported on much with DGXX. 🍃DGXX environmental impact is one of the best things about the company. These concerns are squashed. Zero water, high electrical efficiency, Yutanix supporting sustainable practices, nobody is doing it better than DGXX at this point. 🏙️ Quality of life impacts are mostly localized and manageable. Residential noise, traffic, and infrastructure load are contained, future construction projects are going to be the only noise and QoL concern at this point. 🧾 ❗❗❗Transparency & governance concerns are NOT structurally resolved. Issues like public notification, decision visibility, and stakeholder inclusion remain procedural risks rather than technical ones, and depend heavily on governance behavior rather than infrastructure design. ⚖️ ❗❗❗Ethics, political influence, and process integrity concerns remain unresolved and independent of technical outcomes. These include perceived influence, confidentiality practices, and decision-making transparency, none of which are automatically improved by better infrastructure design. THIS IS AN IMPORTANT ONE TO MONITOR GOING FORWARD, however they are still beating IREN at this lmao 💰 Taxation & public benefit balance is mixed but trending neutral-to-positive. Potential abatements and subsidies are offset by questions around fair tax contribution and whether community benefits scale proportionally with private profit capture. The tax abatement did get denied, so DGXX is still benefitting the community here by paying their share at Columbiana. 📈 Economic development organizations and recruitment roles are generally net positive from a local growth standpoint. 58 INC simply helped them move in. They support investment and job creation narratives, though confidentiality agreements and selection processes can limit perceived openness. 🏗️ Land use & zoning concerns are mostly resolved at approval stage, but long-term constraint remains. Appropriateness of location and zoning alignment are typically satisfied, while the ability for communities to later reverse or halt expansion is limited. 🚀 Growth & expansion impacts are the key long-term variable. Future facility scaling increases water, power, and infrastructure demand proportionally, meaning sustainability is NOT static, it is contingent on how aggressively expansion proceeds. Again, they are still much better than other companies at sustainability at this point. 💼 Jobs & economic claims are directionally positive. DGXX has stated they intend to host local training centers near their data centers. Jobs materializing, job quality vs environmental tradeoffs, and net local economic value all depend on whether projected hiring and investment actually match build-out reality.

$TAO is the Bitcoin of AI.

Trump can’t control bittensor:native. No one could.

Bittensor TAO Price Surges After U.S. Government Weaponizes Centralized AI coindoo.com/bittensor-tao-su…

Crypto adoption starts with education. As @FIFAWorldCup kicked off in Los Angeles this week, we brought together journalists and industry voices to discuss the future of digital assets, from Bitcoin and stablecoins to payments and financial literacy. As crypto continues to evolve, we’re focused on helping more people access and understand the opportunities in digital assets. Learn more: SoFi.com/crypto

Catch me if you can Surfer!

There has never been a clearer moment that Bittensor is competing directly with centralized AI. Every time a $TAO subnet beats a frontier model on a specific task, the thesis gets stronger. That's why I've never understood the urge to tear down other subnets. We're not competing with each other. We're competing with OpenAI, Anthropic, Google and every other centralized AI giant. The more subnets succeed, the stronger the entire ecosystem becomes. Let's act like it.

While $CRWV's data centers drink millions of gallons of water... $DGXX is building something different. ZERO water. Not a metaphor. Literally zero. Here's the story nobody's connecting the dots on: A few months ago, DGXX made two strategical hires: ➟ Jagan Jeyapaul. CTO. ➟ Venkat Rangasamy. Engineering. Most people saw the announcement, scrolled past it, moved on. Big mistake. Because what Jagan and Venkat brought with them wasn't just experience. It was relationships. Specifically: deep contacts inside two companies most retail investors have never heard of. Yutanix and ZutaCore. And once you understand what those two companies do, the entire DGXX thesis clicks into place. 👇 🧊 THE COOLING PROBLEM NOBODY TALKS ABOUT AI data centers have a dirty secret. They drink water. A LOT of water. A single hyperscaler campus can consume millions of gallons per year for cooling. CoreWeave, Nebius, IREN, all of them rely on air cooling, glycol loops, or water-based systems. That's why every new AI data center announcement triggers community backlash. Noise. Power. Water. Especially water. Rural communities don't want their aquifers drained so Anthropic can train a model. 🔬 ENTER ZUTACORE ZutaCore built something different. HyperCool. A waterless, two-phase, direct-to-chip dielectric cooling system. Translation in plain English: ➟ A dielectric liquid (not water) sits directly on the chip. ➟ It boils at low temperature (18-50°C) absorbing heat. ➟ The vapor rises, condenses, returns to the chip. ➟ Closed loop. Sealed. Zero water in. Zero water out. ➟ Zero leak risk. Zero corrosion. Zero contamination. The fluid never needs to be replaced. Not after a year. Not after a decade. And the kicker? The heat extracted can be reused, district heating, industrial processes, greenhouses. 🌐 ENTER YUTANIX Hardware is half the equation. The other half is software. Because a GPU-as-a-Service platform needs: ➟ Automated billing and metering ➟ Multi-tenant isolation ➟ CPQ (configure-price-quote) workflows ➟ Real-time capacity discovery ➟ Self-service marketplace Without that layer, you don't have a cloud business. You have a really expensive rack of GPUs. This is where Yutanix comes in. AI infrastructure marketplace. Software stack. Cloud-like agility for any data center operator. And here's the part that suddenly makes everything make sense: 🔓 WHY NEOCLOUDZ TOOK SO LONG If you've been following $DGXX, you noticed something. NeoCloudz was announced months before it actually launched. People were getting impatient. "Where's the platform?" "Why the delay?" The answer, in hindsight, is obvious: They didn't have the software layer. Building a GPU marketplace from scratch is hard. Really hard. So instead of forcing it, they waited. They hired Jagan. They hired Venkat. Jagan and Venkat brought Yutanix into the conversation. And suddenly NeoCloudz had what it needed to actually scale: ➟ ARMS 200 = the physical pods ✅ ➟ Supermicro NVIDIA = the compute ✅ ➟ ZutaCore HyperCool = the waterless cooling ✅ ➟ Yutanix = the software marketplace ✅ The wait wasn't a delay. The wait was assembly. 🧥 THE PICTURE NOBODY ELSE IS SEEING While retail investors were complaining about NeoCloudz delays... The DGXX Man was quietly assembling the most differentiated stack in the entire neocloud space. Zero water. While CRWV, NBIS, and IREN are burning through aquifers and fighting permitting battles in water-stressed counties, $DGXX is positioned to walk into any rural community and say: "We will not touch your water." That's not marketing. That's a physics-level differentiator. And in 2027, when every state starts passing water-restriction laws on data centers... Guess who's already compliant? 🎯 THE TELL December 2025. Jagan Jeyapaul, CTO of DigiPower X, drops a LinkedIn post. Hashtags: #digipowerx #dgxx #zutacore #yutanix All four. In one post. No official partnership announced. No press release. No 8-K. Just the CTO casually tagging the two companies that complete the stack. That's how it always starts. Also, woth to add, Venkat Rangasamy brought his massive experience building for Oracle and Cerebras. Go follow the real heros. ➟ Jagan Jeyapal @Jagtheaiguy ➟ Venkat Rangasamy @topideafactory Without them, this wouldn't be feasible. Thank you, Jagan. Thank you, Venkat. Well done, Michel. __ Nothing confirmed. Just connection the dots. Not Financial Advice. DYOR.

.@fundstrat's Tom Lee says testing new Fed chair Kevin Warsh is one of three reasons a drawdown risk is building into the second half. The full H2 outlook goes deeper on all three, where he and @MarkNewtonCMT see opportunity, and Fundstrat's June stock ideas: research.fundstratdirect.com…

LIVE With Domain King x.com/i/spaces/1dJrPPNvakQKX

Is this what the big guys call The NDA? My first ever NDA in that case.

He Mined Bitcoin in 2009. Now He’s Betting on TAO In this episode, Shizzy sits down with @rBryer23 , an early Bitcoin miner from 2009, to talk through the wild early days of crypto and how it has evolved into the rise of Bittensor and decentralized AI. RL shares his story of mining Bitcoin back when almost nobody understood what it was, then walks through major moments in crypto history including Mt. Gox, Silk Road, Ethereum in 2016, and the lessons learned from each cycle. The conversation then shifts into artificial intelligence, DeAI, TAO, and why Bittensor could become one of the most important networks in crypto. RL also shares his favorite subnet pick, other subnets he is watching, and where he thinks crypto and Bittensor are heading next. CHAPTERS 00:00:00 Shizzy’s Monologue 00:01:33 RL Bryer Joins the Show 00:02:55 RL Explains His 2009 Bitcoin Story 00:18:25 Mt. Gox Historical Talk 00:23:35 The Early Days of Silk Road 00:29:13 Ethereum in 2016 Historical Talk 00:38:00 Artificial Intelligence and What DeAI Can Become 01:06:40 RL Explains His Favorite Subnet Pick and Other Subnets He Finds Interesting 01:10:15 RL Shares His Thoughts on the Future of Crypto and Bittensor 01:22:40 How to Find RL Bryer and Final Words 01:26:19 Final Words from Shizzy $TAO #Bittesnor #Bitcoin

$DGXX this is amazing finding. Some serious alpha in this post.