The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

Ele transformou US$ 225 milhões em US$ 13,7 bilhões apostando numa tese bem simples na verdade. Li o relatório de 165 páginas do Leopold Aschenbrenner, e a lógica é direta: A IA em software evolui exponencialmente. A cada 6 meses a capacidade se multiplica, e isso é nítido pra quem usa IA no dia a dia. Porém... o grande gargalo é o hardware. Energia, capacidade de processamento, data centers, tudo isso demora meses ou anos para ser construído. Enquanto a demanda por IA cresce de forma parabólica, a infraestrutura não acompanha na mesma velocidade. Por isso o CAPEX das hyperscalers está indo direto para quem já tem estrutura pronta e capacidade de expansão. Empresas que construíram essa base anos antes do mundo perceber a necessidade. Essas são, na minha visão, as próximas a verem uma valorização absurda. Aqui vão 5 empresas que compõem o portfólio dele:

Declared dead. Reborn every 10 minutes. On average... Source: elektronics.dev/the-bid/obit… H/T: 99bitcoins.com/bitcoin-obitu…

My beliefs: Retweets are notifications, not endorsements. Constructive dialogue leads to better outcomes. Bitcoin is hope and economic empowerment for everyone. Every good-faith effort to strengthen the network should be welcomed.

estatísticas da vida real que a gente esqueceu por causa das redes sociais nem tudo é o que parece

🚨 NEW VIDEO 🚨 AI Is Breaking the Power Grid, and Bitcoin Is the Fix @DSBatten on how AI data centers are pushing power grids to the brink, and why bitcoin mining may be the only thing that lets grids handle renewables and AI load at once.

Há tempos membros ativistas do Ministério Público descobriram que não precisam convencer juízes nem legisladores para fazerem andar agendas ideológicas que lhes são caras. Basta ameaçar litigância com base em interpretações pessoais da lei e, em seguida, propor os famigerados Termos de Ajustamento de Conduta (TAC) para obrigar agentes privados a seguirem regras que ninguém legislou, mas que lhes agradam. Vejam esse caso. O MPF ajuizou ação para obrigar o Einstein a adotar cotas na residência médica. Querem que reservem 55% das vagas, sendo inacreditáveis 5% para trans, um grupo que não representa 0,1% da população e ainda menos dos médicos formados. E qual o fundamento para meter a mão numa instituição privada? Que o Einstein tem imunidade tributária e colabora com o SUS. Quer dizer: porque o hospital faz o bem e o Estado, em troca, abre mão de tributá-lo, o Estado agora é dono dele. Ocorre que isso não está em lei nenhuma. É invenção do procurador, interpretação generosa da lei costurada com uma nota técnica e a sempre presente ameaça de processo. O empresário, o reitor, o diretor de hospital, todos fazem a mesma conta: vou enfrentar anos de litígio e desgaste no país da insegurança jurídica gastando rios de dinheiro contra um MP sustentado com dinheiro infinito do contribuinte ou assinar um TAC e obedecer? Quase todos assinam os famigerados TACs. É por meio dos tais TACs que um órgão que deveria fiscalizar a lei passou a legislar pelas costas dela, transformando preferência ideológica em obrigação que ninguém votou. Um futuro governo que se leve a sério vai ter que encarar isso de frente. Não há país viável com um poder paralelo, sem voto e sem freio, decidindo quem entra na faculdade e quem dirige uma empresa, interpretando a lei ao sabor de suas ideologias, ameaçando agentes privados com transtornos enormes e oferecendo TACs como alívio, cuja assinatura é quase admissão de culpa por crimes que não existem. Cortar as asas do MP e devolvê-lo ao dever estrito, que é fiscalizar o cumprimento da lei e não fabricá-la, é condição necessária para refundarmos o Brasil. O governante que não fizer isso vai ter que governar de joelhos.

Já parou pra pensar que se todos os pais colocassem os filhos com 6 meses de idade em uma escola para aprenderem a andar sozinhos, em 2 gerações todo mundo ia acreditar que só é possível aprender a andar na escola?

Anti-Bitcoin reporting in the media is at least 24x negatively weighted against Bitcoin. In other words, a negative take on Bitcoin is 24x more likely to be reported than a positive one. Exhibit A: Bitcoin environmental reporting: only 1 of 30 positive studies was picked up by the media, while 4 of the 5 negative (and disputed) studies were. A 24x anti-Bitcoin bias Exhibit B: MSTR sell and buy of Bitcoin. After saying that it would occasionally sell Bitcoin a week ago - Strategy sold 32 bitcoin and the story ran for a week. 24 mainstream articles including Cramer chiming in, a Polymarket betting scandal, a run of paper-loss explainers. Then MSTR bought 1,550 bitcoin, 48x larger event but only 6 outlets covered it. That's arguably an event larger asymmetry. h/t @BTCPerception for data

Você esperando o momento certo para comprar sua passagem aérea. Dia 1 - 2000 reais (você não compra) Dia 2- 1850 reais (Você não compra) Dia 3 - 1500 reais (Você não compra) Dia 4 - 1250 Reais (Você não compra) Dia 5 - 5.000 reais.....

GM. Most people cannot hold through the drawdowns. Not because of math or fundamentals. Because of psychology. Bear markets test your nervous system before testing your thesis.

30 papers on showing Bitcoin mining's energy and environmental benefits. Probably nothing. Below is the full list with sources. But the TL;DR of findings is... Bitcoin mining stabilizes grids, obviates gas peaker plants, reduces Landfill emissions, reduces flare gas emissions, accelerates the clean energy adoption, obviates fossil fuel heat through heat recycling, makes battery/biofuel/solar projects more profitable Full list: 1. How Bitcoin Can Support Renewable Energy Development & Climate Action (Lal & You 2023) Journal: ACS Sustainable Chemistry & Engineering (Impact Factor: 7.1) Findings: Bitcoin mining helps renewable developers generate more profits, accelerating the renewable transition Source: pubs.acs.org/doi/10.1021/acs… 2. Renewable Energy Transition Facilitated by Bitcoin (Velický 2023) Journal: ACS Sustainable Chemistry & Engineering (Impact Factor: 7.1) Findings: "The opportunities offered by bitcoin mining in reduction of the greenhouse gas emissions and renewable energy transition are greater than generally assumed" Source: pubs.acs.org/doi/10.1021/acs… 3. Can bitcoin mining empower energy transition and fuel sustainable development goals in the US? (Lal et al. 2024) Journal: Journal of Cleaner Production (Impact factor: 9.7) Findings: Bitcoin mining with renewable energy is profitable in 96% of cases and is consistently more profitable than chemical-based utilization (hydrogen, ammonia, methanol). The "profits from bitcoin mining can empower energy transition." Source: sciencedirect.com/science/ar… 4. Rethinking bitcoin's energy use through sustainable digital business models and resources monetization (Dasaklis et al. 2025) Journal: Digital Business (Impact Factor: 7.4) Findings: Bitcoin mining can "promote cleaner energy use and reduce the carbon footprint of energy production." By using renewable or stranded sources, Bitcoin mining aligns "economic incentives with sustainability goals." Source: sciencedirect.com/science/ar… 5. Hedging Renewable Energy Investments with Bitcoin Mining (Bastian-Pinto et al. 2021) Journal: Renewable & Sustainable Energy Reviews (Impact Factor: 16.3) Findings: Bitcoin mining acts as a financial hedge against low electricity prices, significantly improving the economic viability and profitability of wind energy projects. Source: sciencedirect.com/science/ar… 6. Robust Optimization for Energy-Aware Cryptocurrency Farm Location with Renewable Energy (Lotfi et al. 2023) Journal: Computers & Industrial Engineering (Impact Factor: 6.7) Findings: Presents an optimization model for strategically locating cryptocurrency mining facilities near renewable energy sources, minimizing costs and carbon footprints, thereby integrating mining operations sustainably into energy grids. Source: sciencedirect.com/science/ar… 7. Renewable energy and cryptocurrency: A dual approach to economic viability and environmental sustainability (Hakimi et al. 2024) Journal: Heliyon (Impact factor: 3.4) Findings: Bitcoin mining reduces the ROI from 8.1yrs to 3.5yrs while reducing CO2 emissions by 50,000 tonnes/year on a typical 50MW solar farm. Profits from Bitcoin mining using renewable generation help accelerate the energy transition. PoS blockchains (such as Ethereum) can not offer these features. Source: cell.com/heliyon/fulltext/S2… 8. Study on the Economics of Wind Energy Through Cryptocurrency (Vega-Marcos et al. 2022) Journal: Energy Reports (Impact Factor: 4.7) Findings: Co-locating Bitcoin mining operations with wind farms significantly improves economic viability by generating additional revenue during periods when the wind farm is not supplying power to the grid. Source: accedacris.ulpgc.es/handle/1… 9. Techno-economic and Environmental Evaluations of a Novel Cogeneration System Based on Solar Energy and Cryptocurrency Mining (Nikzad & Mehregan 2022) Journal: Solar Energy (Impact Factor: 6.0) Findings: Combining crypto-mining with a typical "PV rooftop system can supply 83% of the consumed electricity of the mining system per year and prevent the annual emissions of 5.5 tCO2 to the atmosphere simultaneously." Source: sciencedirect.com/science/ar… 10. Cryptocurrency mining as a novel virtual energy storage system in islanded and grid-connected microgrids (Hajiaghapour-Moghimi et al. 2024) Journal: International Journal of Electrical Power & Energy Systems (Impact factor: 5) Findings: Microgrids (MGs) not using Bitcoin Mining waste significant renewable energy. However using Bitcoin mining stops almost all renewable waste reduces MG costs by 46%, accelerates MG development and decarbonizes power production Source: sciencedirect.com/science/ar… 11. Climate sustainability through a dynamic duo: Green hydrogen and crypto driving energy transition and decarbonization (Lal & You 2024) Journal: PNAS (Impact factor 9.4) Findings: Combining green hydrogen and Bitcoin can enable capacity expansions of up to 25.5% for solar power and 73.2% for wind powered operations. Source: pnas.org/doi/10.1073/pnas.23… 12. Mining Bitcoins with Carbon Capture and Renewable Energy for Carbon Neutrality Across States in the USA (Niaz et al. 2022) Journal: Energy & Environmental Science (Impact Factor: 32.4) Findings: Integrating Bitcoin mining with direct air carbon capture and renewable energy has the potential to make Bitcoin mining carbon-neutral, depending on state-specific electricity grids. Source: pubs.rsc.org/en/content/arti… 13. The Feasibility Study of the Production of Bitcoin with Geothermal Energy: Case Study (Aliehyaei et al. 2023) Journal: Energy Science & Engineering (Impact Factor: 3.5) Findings: Demonstrates the economic feasibility of powering Bitcoin mining operations with geothermal energy, providing a renewable, profitable alternative to traditional energy sources. Source: researchgate.net/publication… 14. The Relationship between Biomass & Bitcoin (Semaan et al. 2024) Journal: Sustainability (Impact Factor: 3.9) Findings: "Bitcoin [can] accelerate the UN's Sustainable Development Goals", and provides a way to make often economically unviable bio-refineries profitable Source: mdpi.com/2071-1050/16/18/791… 15. An integrated landfill gas-to-energy and Bitcoin mining framework (Rudd et al. 2024) Journal: Journal of Cleaner Production (Impact factor: 9.7) Findings: Bitcoin mining can profitably reduce landfill methane Source: sciencedirect.com/science/ar… 16. High resolution modelling and analysis of cryptocurrency mining's impact on power grids: Carbon footprint, reliability, and electricity price (Menati et al. 2023) Journal: Advances in Applied Energy (Impact factor: 13) Findings: Bitcoin mining's flexibility increases both grid reliability & stability Source: sciencedirect.com/science/ar… 17. Bitcoin's Carbon Footprint Revisited: Proof of Work Mining for Renewable Energy Expansion (Ibañez et al. 2022) Journal: Challenges (Impact Factor: 2.8) Findings: [our research finding support] "a possible role for Bitcoin mining in promoting grid decarbonization" through effective demand response" Source: mdpi.com/2078-1547/14/3/35 18. Bitcoin and Its Energy, Environmental & Social Impacts (Rudd et al. 2023) Journal: Challenges (Impact Factor: 2.8) Findings: There is "transformative potential in the Bitcoin mining sector, especially regarding demand response, grid flexibility, and methane mitigation" Source: mdpi.com/2078-1547/14/4/47 19. Can Bitcoin mining increase renewable capacity? (Bruno et al. 2023) Journal: Resource & Energy Economics (Impact Factor: 2.6) Findings: Bitcoin mining can increase renewable energy penetration, replacing the need for gas peaker plants. Also: "When Bitcoin miners provide ... demand response, their emissions impact is largely mitigated." Source: sciencedirect.com/science/ar… 20. Hedging Investments of Grid-Connected PV-BESS in Buildings Using Cryptocurrency Mining: A Case Study in Finland (Hajiaghapour-Moghimi et al. 2025) Journal: IEEE Access (Impact Factor 3.6) Findings: Bitcoin mining is more effective at accelerating rooftop solar development than using either Batteries, or standalone solar deployments. 12.5% ROI for Battery versus Bitcoin a 57.7% ROI using Bitcoin (4.6x higher). Source: ieeexplore.ieee.org/document… 21. Energy Modeling and Techno-Economic Feasibility Analysis of Greenhouses for Tomato Cultivation Utilizing the Waste Heat of Cryptocurrency Miners (Asgari et al. 2023) Journal: MDPI Energies (Impact Factor 3.2) Findings: - Repurposing miner waste heat minimizes overall energy consumption and fossil fuel reliance, enabling year-round crop cultivation in cold regions - The integration promotes electrification and sustainable practices by avoiding CO2-emitting furnaces, contributing to net-zero goals in agriculture and reducing the environmental impact of food production chains, which account for 19-29% of global GHG emissions Source: mdpi.com/1996-1073/16/3/1331 22. Empirical Insights into Economic Viability: Integrating Bitcoin Mining with Biorefineries Using a Stochastic Model (Semaan et al. 2025) Journal: MDPI Systems (Impact Factor: 3.1) Findings: Integrating Bitcoin mining with bio-refineries can - avoid waste by creating an additional revenue stream that could lower prices for bio-based products - supports renewable energy growth by acting as a flexible, off-grid power sink, that reduces (flare) emissions Source: mdpi.com/2079-8954/13/5/359 23. Energy optimization of bitcoin mining integrated greenhouse with model predictive control (Chen and You 2025) Journal: Applied Energy (Impact Factor: 11.0) Findings: Findings: Bitcoin mining - waste heat can be transformed into a resource for "advancing sustainable food production", while "enhancing food security" amid population growth - "reduce[s] reliance on fossil fuels, lower greenhouse gas emissions, and enhance the economic sustainability of food production" - "reduc[e] energy consumption by up to 15%" Source: sciencedirect.com/science/ar… 24. Promoting rigor in blockchain energy and environmental footprint research (Sai & Vranken 2024) Journal: Blockchain-Research and Applications (Impact factor 6.9) Findings: Reveals data-gathering and methodological flaws in the works of Alex de Vries/Digiconomist and other early commentators on Bitcoin mining Source: sciencedirect.com/science/ar… 25. Hybrid Hydropower-PV with Mining Flexibility and Heat Recovery (Lee et al. 2025) Journal: Sustainability (Impact Factor 3.3) Findings: Bitcoin supports local renewable projects with heat recapture as an additional benefit. The study documented micro-hydropower solar coupled with flexible Bitcoin mining and heat recovery for a greenhouse, finding that Bitcoin mining added operational optionality and local community benefits. Source: mdpi.com/2071-1050/17/21/948… 26. Electric Water Heat Supply Using Cryptocurrency Mining (Toropov 2025) Journal: Case Studies in Thermal Engineering (Impact Factor 6.4) Findings: Bitcoin mining recycled heat can be directly captured and repurposed for domestic hot water supply and space heating in apartment buildings, turning a byproduct into a practical heating. The Bitcoin generated can subsidize or fully offset the high electricity costs of electric water heating, making the system more affordable for residential buildings, especially in colder climates. 27. Source: sciencedirect.com/science/ar… Maximizing ROI in Cryptocurrency Mining Through Energy Optimization (Nasrinasrabadi et al. 2025) Journal: Energies (Impact Factor: 3.2) Findings: Renewable-powered mining is both profitable and lower-emission than renewable operations where Bitcoin mining is absent, making Bitcoin mining a potential driver of large-scale renewable deployment in regions with abundant solar and wind resources. Additionally, in hybrid operations (eg: solar wind diesel), Bitcoin mining reduced fossil fuel dependence and enabled a significantly higher renewable energy share. Source: mdpi.com/1996-1073/18/22/591… 28. Techno-economic Assessments of Large-Scale Solar PV and Bitcoin Mining (Keshavarzfard & Zinati Yazdi 2025) Journal: Solar Energy (Impact Factor: 6.6) Findings: Pairing large-scale solar PV with Bitcoin mining transforms a low-viability standalone solar project (10-year payback, ~5% IRR) into a highly profitable venture with 2-5 year payback and 33% IRR (for a 10MW Solar farm). Pairing Bitcoin mining with a 10MW Solar farm was also found to result in ~10,457 tons of CO2 avoided emissions per annum. Source: sciencedirect.com/science/ar… 29. Energy, Economic and Environmental Impacts of Cryptocurrency Mining: A Review (Jafari et al. 2026) Journal: Energy Conversion and Management: X (Impact Factor 7.6) Findings: Bitcoin mining operations are extremely flexible loads that supports renewable-led decarbonization by absorbing excess renewable generation. The operations can curtail demand within minutes, participate in demand response programs, and provide ancillary services, directly enhancing grid stability and enabling higher renewable energy integration. Source: sciencedirect.com/science/ar… 30. Leveraging Bitcoin Mining in Demand-Response to Mitigate Ramping-Induced Transients (Ginzburg-Ganz et al. 2026) Journal: Electric Power Systems Research (Impact Factor 4.2) Findings: Bitcoin mining enables better absorption of surplus renewable generation, minimizing curtailment and supporting higher renewable integration without extra storage or infrastructure costs, creating a win-win for grid stability and mining profitability. Bitcoin mining also was found to suppress costly ramping-induced "transients" (such as frequency fluctuations) while reducing grid operational expenses in power systems with high renewable penetration. Source: sciencedirect.com/science/ar…

Bitcoin caiu 51% em 8 meses. Não foi crash. Foi fuga de capital. E o dinheiro tem destino certo. --- Os números brutais. Outubro de 2025: Bitcoin bateu US$ 126.277. Topo histórico. Hoje: US$ 60.463. Queda de 51% em 8 meses. 13 dias seguidos de saída de ETFs. US$ 4,4 bilhões evaporaram dos fundos só em duas semanas. BlackRock IBIT perdeu US$ 3,3 bilhões. Fidelity FBTC perdeu US$ 456 milhões. Fear & Greed Index em 11. Extreme Fear. A menor leitura de 2026. --- E não foi só ETF. 53.800 Bitcoins foram pra exchange com prejuízo em 24 horas. Capitulação de quem comprou perto do topo. Whales venderam 25.000 BTC na última semana. Strategy, do Michael Saylor, tem prejuízo não realizado de US$ 10,8 bilhões. Depois de 6 anos comprando todo mês. O maior comprador corporativo de Bitcoin do mundo está no vermelho. --- Mas espera. O Trump não tinha "salvo" o Bitcoin? Tinha. Eleição em novembro de 2024: Bitcoin disparou. Mudança regulatória. CLARITY Act. Discurso pró-cripto. Bitcoin foi de US$ 70.000 pra US$ 126.000 em 12 meses. O Trump bombou tudo. E agora deixou na mão. --- Sabe por quê? Porque o capital encontrou outro destino. US$ 400 bilhões entraram em infraestrutura de IA nos últimos 6 meses. US$ 4 bilhões saíram dos ETFs de Bitcoin no mesmo período. Não é coincidência. É o mesmo dinheiro mudando de mão. E o próprio Saylor admitiu publicamente: "Capital rotation, not Bitcoin impairment." Tradução: o capital foi embora. Não voltou. --- E ainda vai piorar. SpaceX faz o maior IPO da história em 9 dias. Vai captar US$ 75 bilhões. OpenAI vem em setembro. Estimam US$ 1 trilhão. Anthropic ainda em 2026. Mais US$ 1 trilhão. US$ 3 trilhões em IPOs concentrados em IA. Esse dinheiro tem que sair de algum lugar. E está saindo do Bitcoin. --- E aqui mora a verdade que poucos querem encarar. Bitcoin não gera lucro. Não paga juro. Não distribui dividendo. Não tem caixa. Vale o que o próximo comprador acha que vale. Quando o próximo comprador some, o preço some junto. Não é fundamento. É fluxo. E o fluxo virou. --- E ainda tem uma sombra maior no horizonte. A computação quântica, parte do mesmo ciclo de IA, é a única tecnologia capaz de quebrar a criptografia que protege o Bitcoin. SHA-256 e ECDSA, os algoritmos da rede, são vulneráveis a computadores quânticos avançados. Não é amanhã. Mas é o mesmo capital que está saindo do Bitcoin que está construindo a máquina que pode matar ele. O mercado, no fundo, já sabe disso. --- Quem comprou Bitcoin no topo de outubro de 2025 perdeu metade do patrimônio em 8 meses. Em ativo que não distribui dividendo. Em ativo que depende de fluxo de capital. Em ativo que o próprio Saylor diz que "vai voltar quando o ciclo de IA maturar". Quando? Em 5 anos? Em 10? E você fica esperando. --- Melhor comprar empresas tech focadas em AI ou comprar bitcoin? Eu gosto das empresas que dão lucro. E você? O importante é investir no que vc confia e com quem vc confia. AtlasValorum .com.br