$CIFR CEO Tyler Page posted TODAY the I drink your milkshake meme around GOOGLE’s earning. The data just proved him right. Google $GOOG Q4 earnings confirmed the scale of capital hunting for energy infrastructure. The Numbers $GOOGL Alphabet confirmed 2026 CapEx guidance of $175B - $185B. That is roughly double their 2025 spend. The Constraint Sundar Pichai admitted the critical issue is constraints related to computing power and electricity. They have $185B to spend but physics limits deployment without permitted, grid-connected power. The Connection $GOOGL Google already holds a ~5.4% equity stake in $CIFR. They backstopped over $1.7B of Fluidstack lease obligations specifically for the Cipher Barber Lake site. $CIFR Cipher isn't just mining Bitcoin. They own the time-to-power Google needs. Power is the new oil.

Crypto Market News — 02/04 Check out the main news from fundraising to hacking all in one place! ▶ TRM Labs (@TRMLabs) raises $70 million ▶ Coinbase (@Coinbase) launches a prediction market platform ▶ U.S. Treasury investigates Iranian sanctions evasion by crypto exchanges #Crypto #PredictionMarkets #Bitcoin #Web3 #Regulation

Still skeptical? Let’s be precise: • Research: Cornell faculty dominate CSRankings for crypto & security • Centers: IC3 connects Cornell, UC Berkeley, UIUC, Technion • Spinouts: Avalanche, built as a doctoral project before launch

“Crypto Prediction Market Alpha Arcade will not be opening a free grocery store in New York City like Kalshi or Polymarket. As the #3 prediction market by transactions, we’re focused on continuing to build the world’s best prediction market.” $ALPHA 🔥

Two major positives for the prediction market: Coinbase prediction market opens, Opinion completes $20 million Series Pre-A funding Coinbase officially launches its prediction market product Coinbase Predict, and partners with CFTC-regulated Kalshi to open "yes/no" contract trading to users in all 50 U.S. states, supporting cash or USDC, with participation starting at $1. At the same time, the on-chain prediction market platform Opinion announced the completion of a $20 million Series Pre-A round. The project was founded by early core members of Polymarket, and is positioned for fully on-chain settlement. Currently, it processes about one-third of the global prediction market trading volume, with over $130 million in open contracts. The funding will be used for global expansion, with a focus on the 2026 World Cup and elections in multiple countries. With compliance giants entering the market and on-chain players accelerating expansion, the prediction market is clearly heating up. #Prediction Market #Coinbase #Opinion #2026 World Cup #Election Predictions

Valid question from the member, unknown to him, he was speaking to a man with several crypto battle scars and still standing strong with many wins to know that the game is the game ...and when you play hard, you either win big or you increase your capacity because how you stretched yourselk, you now understand the game a litlle better, you now have an expanded network of colleagues, you now understand the category of crypto better. For me now, I have more knowledge about Prediction Markets than I did at the start of the year becuase of @Zetarium_ . I now have the confidence to load some usdt on Polymarket.