NY Casey (@CaseyCook_) header
NY Casey (@CaseyCook_) profile picture

#FriendOfJesus Husband/Dad, Exit/Founder CloudControlMedia-self funded, Cornell Hotelie, #BTC, Retired average triathlete, 2WTC, JETS/Mets/O's! Lived in 京都日本

Annapolis, MD
Joined January 2009
Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)Photo by NY Casey (@CaseyCook_)
NY Casey retweeted
1/ Everyone take a deep breath. Texas data centers aren't going anywhere. The Texas governor has very limited authority to stop them. Calls for a pause or moratorium must be approved by TCEQ—the permitting authority of Abbott appointees. Here's how Texas permitting really works👇
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We may have a new contender for greatest sports photo of all time
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NY Casey retweeted
HEARTBREAKING: A father who lost his son on 9/11 is desperately searching for his hat after losing it at the #Steelers game in Tampa Bay this week. Patrick Siewak says his hat flew off near the escalators and was picked up by another fan. The hat contains a special 9/11 memorial pin honoring his late son. He is offering a reward for its return. Please help spread the word and reunite this father with something that means so much to him. 💔🙏
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This was Zohran Mamdani only 13 days after October 7. No one could have predicted that this unhinged radical would become New York's next mayor. Israel had not yet launched its ground invasion into Gaza and he was already screaming genocide tnx @mazemoore for that video
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NY Casey retweeted
Every reserve currency in history has died. Here's the full list, 5,000 years in one post 1: 🇪🇬 Egypt (3150 BC - 1200 BC) 2: 🇹🇷 Lydia (c. 640 BC - 546 BC) (Modern-day Turkey) 3: 🇮🇷 Achaemenid Empire (546 BC - 330 BC) (Persia) 4: 🇲🇰 Macedonia (330 BC - 312 BC) 5: 🇸🇾 Seleucid Empire (312 BC - 190 BC) (Syria) 6: 🇮🇹 Rome (190 BC - 395 AD) 7: 🇹🇷🇬🇷 Byzantine Empire (395 - 697 AD & 750 - 1204 AD) (Turkey/Greece) 8: 🇸🇦 Umayyad Caliphate (697 - 750 AD) (Arabia) 9: 🇮🇹 Florence & Venice (1204 - 1450 AD) 10: 🇵🇹 Portugal (1450 - 1530 AD) 11: 🇪🇸 Spain (1530 - 1640 AD) 12: 🇳🇱 Netherlands (1640 - 1720 AD) 13: 🇫🇷 France (1720 - 1815 AD) 14: 🇬🇧 Great Britain (1815 - 1944 AD) 15: 🇺🇸 United States (1944 - ? AD) 16: ₿ Bitcoin ( ? - ?) my predictions it will be at least +500 years. How long does the USA last? When does BTC start?
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Bitcoin is going to $1,000,000 and there will still be a guy in suburban Minnesota refinancing his 2019 Silverado at 11.8% so he can buy a $6,400 side-by-side to drive 300 yards to his cousin’s garage and explain why Bitcoin “isn’t backed by anything.” The dollar is backed by a government that has spent $40 trillion it does not have. Your retirement account owns 47 companies whose primary business model is emailing each other PDFs. Your house costs nine years of your gross income. A chicken sandwich is $14. And somehow the imaginary internet money with a fixed supply is the scam. Buy Bitcoin.
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NY Casey retweeted
I need to be honest about what bitcoin destroyed for me, Before Bitcoin, the world felt logical. Work hard, save dollars, buy a house, trust the institutions.... die.... The news told you the truth and inflation was basically like the weather plus the Fed was always the smartest people in the room Then I learned what money printing actually does. And the entire fucking costume fell off at once. Here’s the part nobody warns you about. Cypher understood something. He sits in that restaurant, eats the steak, and says “ignorance is bliss.” I used to think that scene was pathetic. Because sometimes I miss the steak. I miss believing the 401k script and thinking leaving money in a savings account actually meant saving. That version of me is dead. He died the moment the monetary system finally clicked. You hold Bitcoin because once you understand the machine, willingly holding depreciating money starts to feel insane. Once you take the orange pill, there is no return...
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You will work 90,000 hours in your life. If someone prints money, they steal some of that time from you. Since 2020 they have printed 40% of all dollars ever printed. They therefore stole 36,000 hours from a person who has worked their whole life and just retired.
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⚡️UPDATE: $CIFR: Morgan Stanley still sees a 10:1 skew. MS keeps Overweight with a $43.50 target - about 176% upside. Contracted value already sits near $17.50/share. What they flagged after Q2: Black Pearl came in two months early, lease talks continue, management is constructive on behind-the-meter generation plus grid access, and Apollo adds up to 900 MW. They also think more data center deals could land by October. Base case still only converts ~50% of the pipeline. The setup is execution plus timing, not a full pipeline re-rate. Source: Morgan Stanley (Stephen Byrd), Aug 2026. I own $CIFR (full porrfolio pinned)
🤖 Made with AI
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NY Casey retweeted
$CIFR now has 370-400 Million in revenue with NO or ZERO COST With 90 % Profit Margins. Revenue is already trickling in now with Black Pearl Site is Delivered. This is Absurd to buy this at $17. WOW $CIFR HAS 5.3 GW secured 🤯
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NY Casey retweeted
Team, we can’t control the day-to-day moves in $CIFR , but I have never been more excited about what’s coming. Thank you for your patience, and apologies for the bumps. I promise we are doing everything we can to reward your support, and the future is bright.
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Game 6 rolled through Buckner's legs and the 1986 Mets were still alive. They won 108 in the regular season, survived a 16-inning NLCS classic against Houston, then took Game 7 from Boston. Loud, cocky, and impossible to ignore.
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They left home as boys 8 decades ago to go out and save the world. Last night they sat at the WWII Memorial together and celebrated their country's 250th. Still heroic.
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NY Casey retweeted
One of the most rocking moments I've ever experienced at Kinnick Stadium. The fans go wild as a patient from the UI Stead Family Children's Hospital, as the ceremonial first golden batter, hits a home run.
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NY Casey retweeted
The market also needs to learn to differentiate among the business models of companies in “data centers”. If the largest companies in the world now want to sell compute, that would logically increase demand for hard-to-find megawatts in an already constrained market. If a company has a 4.2GW portfolio of development sites and builds turnkey data centers for tenants (so the tenant can manufacture and sell compute), recent headlines seem very positive for such a company. @CipherInc $CIFR
The market needs to learn how to differentiate among the teams building data centers. We are on schedule at Barber Lake and our confidence is unwavering. $CIFR
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Happy Father's Day
🤖 Made with AI
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NY Casey retweeted
Watch this. Watch every second. Don’t allow yourself to turn away. Burn it into your eyeballs Clockwork Orange style. I’ve decided it’s not the slowness when it comes to Aimpoint. It’s the actual act itself. It’s an abomination against humanity.
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🚨“Bitcoin cracked in 9 minutes”. Headlines are going viral today. The truth is: Google just showed that the math is advancing faster than most expected. That’s serious progress. But no one has the quantum hardware to touch your keys. Not even close. At @Ledger, we’ve been building for this exact scenario for years. Our hardware is already stress-testing post-quantum signatures. Your assets are secure, today and in the future. To the whole industry: stop waiting. The time for post-quantum migration is now. We’re not just talking, we’re shipping. Ledger is ready. Are you? Full technical breakdown from our CTO @P3b7_ here 👇 #PostQuantum #CryptoSecurity
Today, Google Quantum AI published a research paper that might boost the post-quantum migration. Their team has tailored Shor’s algorithm to solve the 256-bit Elliptic Curve Discrete Logarithm Problem. ECDLP is the hard mathematical problem that secures ECDSA: the signature scheme underpinning most blockchains, TLS certificates, and countless authentication systems, using fewer than 1,200 logical qubits and 90 million Toffoli gates. Translated to hardware: fewer than 500,000 physical qubits, executing in a few minutes. A few minutes. Less than a Bitcoin block time. Less than two Ethereum epochs. The long-standing argument that public keys can simply remain hidden is now moot (In fact, it has always been teapaw.org/P3b7_/status/198854349…). What exactly changed Shor's algorithm has been known since 1994 as a generic quantum approach to factoring integers and computing discrete logarithms. But "known" and "practical" are very different things. The real progress is in the engineering: how many qubits and gates you actually need once you compile the algorithm into a fault-tolerant quantum circuit. The last breakthrough by the INRIA Rennes team required ~2,100 logical qubit count for ECDLP. Google's engineers optimized the full circuit stack to ~1,200 logical Qubits. The recent algorithmic trendline is clear: every 12-18 months, the resource estimates drop significantly. And these are pure algorithmic gains: they compound on top of hardware improvements, which remain a major challenge. However, as of today, we're still far from having such a quantum computer. This didn't change. Zero Knowledge Proof Here's where it gets interesting. Google chose not to publish their optimized circuits. Instead, they released a zero-knowledge proof that their circuits achieve the claimed resource counts. We have no doubt they know how to do it, but no clue how (sounds magic ;-)) The reasons are likely multiple: competitive advantage, national security implications, or simply not wanting to hand a blueprint to adversaries. Regardless, it establishes a powerful (and elegant) precedent. What’s ironic: Google's ZK proof is not itself post-quantum secure. What’s next? The good news is that we already have the tools: Post Quantum Cryptography, now we need to migrate. A few days ago, Google announced it is targeting 2029 for full post-quantum readiness. NIST plans to deprecate RSA signatures by 2030 and disallow all legacy algorithms by 2035. Most organizations haven't started their cryptographic inventory. Major blockchain protocols are currently discussing the path forward. Cryptography exists to create mathematical trust in the security of systems. That trust is now being eroded, not by a working attack, but by the increasingly credible prospect of one. In security, the moment you start doubting the foundation is the moment you should be rebuilding it. What this means for blockchains For blockchain ecosystems specifically, the threat is central. ECDSA on secp256k1 (Bitcoin) and P-256 curves (broadly used elsewhere) is the cornerstone of security. Unlike traditional systems where you can rotate certificates behind a corporate firewall, blockchain migration requires coordination across decentralized, permissionless networks. This process will likely take time. I'll be diving deeper into the concrete challenges and strategies for PQC migration on blockchains and secure systems at my keynote this Thursday at EthCC conference.
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NY Casey retweeted
I’m tired of watching people treat Bitcoin like a trade when it’s one of the most important game theory shifts of our lifetime. The moment I truly understood Bitcoin, everything changed. I stopped seeing it as “number go up.” I started seeing it as a coordination game. If 2 people can save in something that can’t be printed, both benefit. If 2 million people realize it, the network gets stronger. If 200 million people realize it, opting out of fiat debasement becomes rational. That’s game theory. Each individual has an incentive to front-run everyone else’s understanding. Because the earlier you move into a harder money, the more purchasing power you protect. Therefore, every new adopter increases the pressure on everyone still sitting in cash At first, Bitcoin looks risky. Later, not owning Bitcoin becomes the bigger risk. That’s the shift most people miss. I’m in Bitcoin because once you understand the incentives, the strategy becomes obvious. You can fight the game. You can deny the game. But you can’t escape the incentives of the game. Bitcoin is a monetary coordination engine. And the people who understand the game first are not just buying an asset. They are buying time, optionality, and a position before the rest of the world is forced to reprice the board.
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Media: No Motive Yet In Attack On Jewish Synagogue By Radical Muslim buff.ly/vCkoC4L
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