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Jul 5
@travisakers @KandissTaylor 1).
โ€žDesperate search for campers continues as death toll rises to 32 in Texas floods. Hereโ€™s what to know [1]โ€.

โ€žTexas Gov. @GregAbbott_TX vowed that authorities will be relentless in rescuing and recovering victims.
โ€“ ยปWe will find every one of themยซ โ€“ he said [2].โ€
@travisakers @KandissTaylor @GregAbbott_TX 2).
July 5, 2025

[1] @CNN edition.cnn.com/weather/live-nโ€ฆ

[2] @AP apnews.com/article/texas-โ€ฆ
@travisakers @KandissTaylor @GregAbbott_TX @CNN @AP Please unroll @threadreaderapp. Thank you in advance ๐“ƒ 
Read 3 tweets
Jul 5
The natural disaster in the Texan Hill Country is a tragedy. My prayers are with Texas.

Rainmaker did not operate in the affected area on the 3rd or 4th or contribute to the floods that occurred over the region.

Rainmaker will always be fully transparent.
A review of the timeline of events

Overnight from July 3rd - 4th, moisture surged into the Hill Country from the Pacific as remnants of Tropical Storm Barry moved across the region.

At 1:00 a.m. on July 4th, the National Weather Service (NWS), which we work closely with to maintain awareness of severe weather systems, issued a flash flood warning for San Angelo, Texas. Note, summer convective cloud seeding operations in Texas do not occur during overnight hours.

At 4:00 a.m. on July 4th, the NWS issued a life-threatening emergency warning, and flooding ensued.
Did Rainmaker conduct any operations that could have impacted the floods? No.

The last seeding mission prior to the July 4th event was during the early afternoon of July 2nd, when a brief cloud seeding mission was flown over the eastern portions of south-central Texas, and two clouds were seeded. These clouds persisted for about two hours after seeding before dissipating between 3:00 p.m. and 4:00 p.m. CDT. Natural clouds typically have lifespans of 30 minutes to a few hours at most, with even the most persistent storm systems rarely maintaining the same cloud structure for more than 12-18 hours. The clouds that were seeded on July 2nd dissipated over 24 hours prior to the developing storm complex that would produce the flooding rainfall.
Read 6 tweets
Jul 5
@nothinbutlag Link ๐Ÿ”ฅ๐Ÿ›’๐Ÿ‘‡๐Ÿป.
@grok Where is the picture from?
daady.link/1X8AvM
@nothinbutlag @grok Nice ๐Ÿค 
@nothinbutlag @grok Good
Read 4 tweets
Jul 5
๐ŸšจTokenization is the Future - and the XRPL is Built for It๐Ÿšจ

Most people still don't understand whatโ€™s coming...

Letโ€™s break down:
- What is tokenization?
- What are Real World Assets (RWA)?
- Why the #XRPL is uniquely positioned to lead this revolution ๐Ÿงต๐Ÿ‘‡ Image
1/ What is Tokenization?

Itโ€™s the process of representing real-world assets (RWA) - like dollars, gold, real estate, stocks - as digital tokens on a blockchain.

In simple terms:
๐Ÿ“„ Physical or legal asset
๐Ÿ” Converted into a digital token
๐ŸŒ Traded 24/7 globally
2/ What are Real World Assets (RWAs)?

RWAs include:
๐Ÿฆ Cash (like US dollars or stablecoins)
๐Ÿ  Real estate
๐Ÿช™ Gold & commodities
๐Ÿ“ˆ Stocks & bonds
๐Ÿ’Ž Collectibles, art, even wine

These are massive multi-trillion dollar markets waiting to be digitized.
Read 10 tweets
Jul 5
Just because your Shaykh knows a lot does not make him right in everything else, otherwise go and follow the rest of the sects for each get things right, just because your shaykh looks certain about his views, it doesn't make him right, otherwise go follow all the other shaykhs
Of all the other sects for they too are certain about their beliefs. Going to a study under someone also does not make you right in everything, all sects do that too, you must realise this, your more likely holding many major deviated beliefs and will not know, all you can do is
Maximise the likelihood of eventual guidance by studying this Religion from the First Page of the Quran to the Last Page of the Sunnah, treat it as a life journey, to investigate this Religion, and perfect and deepen your understanding of it
Read 25 tweets
Jul 5
@RonFilipkowski 1).
โ€žA Republican megabill cuts $1 trillion from Medicaid, risking closures for hospitals that serve some of Americaโ€™s most vulnerable
@RonFilipkowski 2).
According to the National Rural Health Association, the bill is expected to reduce Medicaid funding for rural hospitals by 21% while leaving more than a million rural residents without coverage.
@RonFilipkowski 3).
An analysis by the Urban Institute and the Robert Wood Johnson Foundation found that hospitals would be down $321 billion over the next decade if changes in the less severe House version of the bill went into effect.
Read 5 tweets
Jul 5
๐Ÿงต THREAD: Michael McFaul, the lunatic

Meet @McFaul , who wears many hats but is perhaps most famous for being Obama's ambassador to Russia from 2011-2014.

A career ideologue turned diplomat, McFaul spent decades preaching regime change from the safety of academia and NGOs. All the while making insane statements he had to repeatedly apologize for and having a good dose of Trump Derangement Syndrome.

This is the story of how a โ€œdemocracy promoterโ€ helped set fire to U.S.-Russia relations.

Patience as I pull together this thread in real time.
๐Ÿ‘‡
Remember how I've made the point that activists are "discovered" in college and trained from early on?

McFaul was no exception. He was sent to the Soviet Union by several NGOs during his university years, where he also volunteered for the National Democratic Institute, one of the Deep State NGOs.

He was never a "neutral party" in any sense - he was groomed to be an activist early on.Image
@McFaul In fact, he openly wrote of regime change from his college years and bragged about training democratic activists within the Soviet Union. And, yes, this was done with partial federal dollars. Image
Read 10 tweets
Jul 5
๐Ÿงต
James White is a Great Big Meanie Weanie!
David Allen's "Airing of Grievances"

by Rich Pierce
๐Ÿงต
On July 2, 2025 David Allen posted this link on X as his answer to James White's long standing debate challenge.
dropbox.com/scl/fi/quifkptโ€ฆ
๐Ÿงต
Dr. Allen writes:
________________
"Until now, Iโ€™ve offered no explanation for my refusal. That time has come. Chief among my reasons is the unchristian spirit you sometimes display toward fellow believers, including myself, on this issue. Theological disagreement is one thing. Uncharitable, demeaning remarks and ad hominem attacks are another. Your broadcasts, blogs, and tweets offer a steady stream of examples."
______________
Read 10 tweets
Jul 5
Simon just prophesied that a tidal wave of capital is heading straight for Bitcoin Treasury Companies.

But this wasnโ€™t your typical Bitcoin conversation.

Simon laid out why weโ€™re still in Phase 1 (the Gold Rush phase) and teased what Phase 2 will look like.

Hereโ€™s a breakdown of everything you missed (with my added commentary):

A ๐Ÿงต:Image
1/ โ€œIs mNAV a Good Metric?โ€

According to Simon, "BTC Yield" is the most important metric.

Meanwhile, mNAV is your company's trading multiple and will ebb and flow as the market and community gauges your performance.

While every company has different reasons to be trading at a premium to NAV, Metaplanet initially received its premium because of the capital gains regulations around Bitcoin in Japan.

If you were to buy spot Bitcoin, you will be taxed at an onerous rate of up 55%.

Meantime, Metaplanet has the standard capital gains flat rate of 20% (while also growing your Bitcoin/share)!

So what about Metaplanetโ€™s target mNAV?

The answer: 3 to 5 mNAV.

Why?

"Because it balances high Bitcoin accretion without sacrificing shareholder price."
2/ "How to Value a Bitcoin Treasury Company?"

Currently, TradFi is still struggling to even understand Bitcoin (much less learning how to value Bitcoin Treasury Companies).

Thatโ€™s why Simon says we need new metrics to bridge the gap.

Here are three key metrics:

mNAV: Market cap plus debt, divided by Bitcoin holdings.

This metrics tells you how the market is valuing the company relative to its Bitcoin stack.

Generally speaking, a higher mNAV means the investment community believes in the company's ability to efficiently generate Bitcoin Yield.

That said, it's one thing to have a high mNAV, it's an entirely different story to maintain it.

BTC Yield: The growth rate of Bitcoin per share over time.

This shows how efficiently the company is stacking more Bitcoin for its shareholders.

With a high mNAV, a company can generate more efficient Bitcoin Yield.

BTC $ Gain: The dollar value of new Bitcoin added, after accounting for dilution.

This is the โ€œEarnings-likeโ€ figure traditional investors can understand.

Together, these paint a much clearer picture of whatโ€™s really happening under the hood.
Read 6 tweets
Jul 5
Friendly reminder that Gemini has a free alternative to Cursor

You can install Gemini Code Assist at no cost directly in VS Code just by using your Google account:

โ†’ Gemini 2.5
โ†’ 240 chat requests DAILY
โ†’ 180,000 completions /month

(Setup below)
Here are the quick steps:

1. Open the extensions menu in VS Code
(Also works in Android Studio / JetBrains IDEs)

2. Search for "Gemini Code Assist" and install it

3. Connect to your personal Google account

You're ready to use it!
Read 3 tweets
Jul 5
If your confused about an issue in Islam, I have come to realise it will get worse unless when all you see are snippets, the best solution is

1. You Read every Verse, Hadeeth, and narration of the Salaf

2. You look through every argument on all sides identify all assumptions.
3. You learn all the Verificational Methods of the past and pick the ones which Allah has obliged by the Quran

4. You Learn The Arabic Language Conventions Of The Sahabah, Or In Other Words, What Did A Word Mean To Them At Their Time, Not At A Later Time, What Did It Mean For
Allah To Be One, Or What Did Shirk Mean, If One Doesn't Limit The Meanings Of Words To What The Sahabah Apparently Understood From Their Language Culture, Then That Allows Any Later Person To Come And Give Whatever Meaning They Wish To Any Word Of Revelation Making Revelation
Read 6 tweets
Jul 5
1/๐ŸงตAlexander Dugin is a far-right political philosopher. He is a frequent guest on Russian news and has even spoken with some American hosts like Tucker Carlson and Judge Napolitano. Dugin has the ear of President Putin as one of many political advisors.
2/๐ŸงตIn this interview dated June 25, 2025, Dugin @AGDugin deftly explains the difference between Orthodox Jewish Messianic beliefs and the radical, heretical Zionist Messianic beliefs.

Here are the timestamps of the points I most appreciated:


00:28:00
3/๐Ÿงต 00:33:10

Zionists believe now is the time for THEM to rule ALL nations INSTEAD of Biblical Messiah.

youtube.com/clip/Ugkxq13dPโ€ฆ
Read 16 tweets

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