Know your environment, conserve your energy, and strike when the opportunity comes 🦈
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Joined September 2022
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The most important skill in business is building teams, and that requires earning people's trust. I see people in this space trading that trust by misleading their own friends into scams. Pathetically, they're burning a billion-dollar currency: once trust is lost, it never comes back.
Sharky retweeted
More songs coming, more site updates. This one is Teacats ft. Not Affiliated (wau a collab?!). 👀
Building this out Claudia-style, give it time. The main singers for Teacats are a ChatGPT parody and a Grok parody.
CA: AR5JGQTiy7WuKjt1f27knFBLUwoLPsRJdTeZodoJpump
I think that the only entity that can heal crypto right now is the @SECGov, this has gone way to far.
Wait... @blknoiz06 just got paid $36K by @Pumpfun for posting his $SOL short
- Shorted $1M of SOL at $96.21, 20x
- Trade is up ~$60K
- Callout rewards paid him another $35.97K on top
- He says his annualized rewards are now $12.6M
"Free bread" he said, wtf
Democratic sweep might still be good for crypto, 245 pro-crypto candidates have been elected so far.
Democrats are pushing US AI and crypto companies outside the United States.
Could Democrats BURST the AI bubble?
Big Tech’s $730B AI infrastructure spend for 2026 now faces a new hurdle: a Democratic Congress.
Dems also flipped key governorships, many on promises to STOP data center construction.
In the states, the new Dem govs want to stop/pause the buildout:
1. In Texas, Gina Hinojosa wants an immediate pause and an end to data center tax breaks.
2. In Ohio, Amy Acton wants a pause unless developers meet certain conditions.
3. In Georgia, Keisha Lance Bottoms wants to pause new construction statewide.
4. In Michigan, Jocelyn Benson wants a pause until new rules are in place.
In Congress, Dems already have a national data center moratorium bill.
Rep. Yassamin Ansari says a pause on advanced AI and a ban on artificial superintelligence must be “top of the Democratic agenda on day 1.”
Local voters agreed too. Data center restrictions won 38 of 39 completed ballot counts.
And this isn’t just a Dem issue.
Republican Gov. Abbott had already paused data center permits in Texas before he lost.
Why does this matter so much?
Because the AI boom runs on US data centers.
15 of the world’s 20 largest data center markets are in the US.
The US also holds ~55% of global AI computing capacity, per Morgan Stanley.
And it’s still growing. Goldman expects US capacity to rise from 64 GW in 2026 to 90 GW by 2027.
But Goldman also says ~45% of planned US data center capacity sits in states weighing tougher rules. Texas alone is ~25%.
So, can Democrats actually burst the AI bubble?
At the state level, they can SLOW it, but not alone.
1. In Texas, Hinojosa can order permit pauses but can’t ban construction. State regulators are Abbott appointees she can’t fire without the Senate, and ending tax breaks needs its votes.
2. In Ohio, Acton picks utility regulators. But Reps control both Ohio House and Senate, and a moratorium needs their votes.
3. In Georgia, Bottoms hasn’t said if a pause can be done by executive order. Reps kept the state Senate, and the House is still too close to call.
4. In Michigan, Benson has the clearest path, with Dems controlling both chambers. But Dems passed the tax breaks she wants to end.
In short, NO governor can simply ban data centers.
A nationwide ban faces even bigger hurdles.
In Congress, even top House Democrat Frank Pallone opposes blanket freezes. Neither the moratorium nor the superintelligence bill is law.
Any federal ban would also face President Trump’s VETO. Dems lack the 2/3 majority to override it.
Goldman also expects state restrictions to be temporary.
Still, politics isn’t AI’s only problem.
Morgan Stanley projects a 32 GW US power shortfall from 2026 to 2028. That means even approved projects may lack electricity.
Then there’s the money.
Investors want proof that all this spending will pay off.
Chip stocks were already about 29% below their June highs.
And if US projects get blocked, analysts warn they could move OVERSEAS.
The longer this takes, the uglier the math gets.
These days, community builders are as important as KOLs.
A healthy chart has an initial rally, consolidation, and then another rally,
Without a community, consolidation breaks down, without consolidation, the chart goes to zero.
Community builders are the missing piece.
TG mods were overlooked, but without them, memes are dead.
Sharky retweeted
Flywheel will change the space
This is one of the biggest reasons I believe @flywheelcash has a different vision for what a launchpad should be....
Most launchpads focus on building their own business, launching their own token, and using the revenue generated by their ecosystem to buy back and burn that token....
But I believe the real opportunity is much bigger than that....
The goal of a launchpad should be to make its communities want to stay, participate and build together....
Memes are the heart of this space. The communities behind them are what create culture, attention, liquidity and long term activity....
So why should the revenue generated by those communities flow primarily back into a launchpad's official token?
That's exactly why Flywheel doesn't have an official token.....
Instead of launching a Flywheel token and using ecosystem revenue to buy it back and burn it, Flywheel is taking a different approach....
The revenue generated by the ecosystem should go back into the ecosystem....
A portion of the platform's revenue is allocated to buybacks, and those buybacks are directed towards the top 10 memes in the Flywheel ecosystem.....
Think about what that means....
The platform generates revenue through the activity of its communities.... Rather than keeping that value concentrated around its own token, it puts a portion back into the memes and communities that help create that activity....
This is the kind of economic model I want to see more of in this space....
A launchpad shouldn't just be a place where people launch tokens, trade for a few days and move on to the next narrative....
It should build an environment where communities have a reason to stay, holders have a reason to participate, and projects have a reason to keep building....
Because long term ecosystems aren't built on launches alone.....
They're built on incentives that keep people involved....
We don't need another launchpad token competing for attention....
We need launchpads that create more value for the memes and communities using them....
That's what makes Flywheel stand out to me....
It's not just about how much revenue the platform generates....
It's about where that revenue goes and who benefits from it....
I'm betting on this model because I believe the future belongs to ecosystems that grow together with their communities, not just businesses that extract value from them....
Give back to the memes.
Give communities a reason to stay.
Build something worth being part of.
Make the Wheel Fly....
