GeertjanCap (@geertjancap) 's Twitter Profile
GeertjanCap

@geertjancap

Mechanical Engineer R&D heavy and semicon industry, interested in disruptive technologies and (macro) economics.

ID: 322122151

calendar_today22-06-2011 17:28:38

2,2K Tweet

4,4K Takipçi

743 Takip Edilen

Carlos (@agent_of_change) 's Twitter Profile Photo

Another exciting development from the Chinese Academy of Science, with important implications for decarbonising heavy industry. "Luo’s team envisions that, by 2040, ultra-high-temperature heat pumps could deliver zero-carbon heat of up to 1,300 degrees, ushering in a green

Another exciting development from the Chinese Academy of Science, with important implications for decarbonising heavy industry.

"Luo’s team envisions that, by 2040, ultra-high-temperature heat pumps could deliver zero-carbon heat of up to 1,300 degrees, ushering in a green
Lukas Ziegler (@lukas_m_ziegler) 's Twitter Profile Photo

China’s pace of solar panel installation is extremely fast. 🇨🇳 So, at peak times, China has been installing on the order of ~100 panels per second. That’s a lot of repetitive work to be done. Robots are now handling the solar panels, making installation faster, safer, making

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

What happened to the EU? The US now has over 6 TIMES more startups than the EU with a combined value that is $2.2 trillion higher. Even China is running laps on the EU, with more than double their startup value. And, if you take Stripe out of the EU, which is only included for

What happened to the EU?

The US now has over 6 TIMES more startups than the EU with a combined value that is $2.2 trillion higher.

Even China is running laps on the EU, with more than double their startup value.

And, if you take Stripe out of the EU, which is only included for
Object Zero (@object_zero_) 's Twitter Profile Photo

Standardisation - The key strategic insight of Standard Oil. 150 years ago JD Rockefeller pioneered the model of industrial verticals with Standard Oil and rapidly created the largest most dominant company in the world. He didn’t start out drilling for oil, he started

Standardisation

- The key strategic insight of Standard Oil.

150 years ago JD Rockefeller pioneered the model of industrial verticals with Standard Oil and rapidly created the largest most dominant company in the world.

He didn’t start out drilling for oil, he started
Robin Brooks (@robin_j_brooks) 's Twitter Profile Photo

The threat to German auto producers isn't from Chinese cars flooding Germany. It's from Chinese cars flooding to emerging markets (red), where they're killing the market for German cars. That's not something EU tariffs on China are going to be able to fix. robinjbrooks.substack.com/p/chinas-invas…

The threat to German auto producers isn't from Chinese cars flooding Germany. It's from Chinese cars flooding to emerging markets (red), where they're killing the market for German cars. That's not something EU tariffs on China are going to be able to fix.
robinjbrooks.substack.com/p/chinas-invas…
Aakash Gupta (@aakashg0) 's Twitter Profile Photo

The math on this image is insane. New Horizons transmitted at 2,000 bits per second from 3 billion miles away. Slower than a 1990s dial-up modem. It took 16 months to download all the flyby data. The spacecraft had to hit a target box 100km wide, arriving within 150 seconds

Mario Nawfal (@marionawfal) 's Twitter Profile Photo

🚨🇺🇸NICK SHIRLEY'S FRAUD VIDEO HITS 75 MILLION VIEWS - FOX NEWS AIRS HIS FOOTAGE- THE INSTITUTIONAL MEDIA GATEKEEPERS JUST LOST 75 million views. Still climbing by the hour. 400,000 likes. 150,000 reposts. Fox News running his footage on national television. Nick Shirley just

🚨🇺🇸NICK SHIRLEY'S FRAUD VIDEO HITS 75 MILLION VIEWS - FOX NEWS AIRS HIS FOOTAGE- THE INSTITUTIONAL MEDIA GATEKEEPERS JUST LOST

75 million views. Still climbing by the hour. 400,000 likes. 150,000 reposts. Fox News running his footage on national television.

Nick Shirley just
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: The US Dollar now represents ~40% of global currency reserves, the lowest in at least 20 years. This percentage has declined -18 percentage points over the last 10 years. Over the same period, gold’s percentage has increased +12 points, to 28%, the highest since the

BREAKING: The US Dollar now represents ~40% of global currency reserves, the lowest in at least 20 years.

This percentage has declined -18 percentage points over the last 10 years.

Over the same period, gold’s percentage has increased +12 points, to 28%, the highest since the
Bart Mol (@bart_mol) 's Twitter Profile Photo

Reflections on this bill from a Dutch citizen who has closely followed this process for years. First: the old system. It was pretty simple: the government assumed that you make ~5% return on your assets per year. That return is then taxed (~35%). Assets include savings, stocks,

Sean McPheat - Entrepreneur and Business Leader (@seanmcpheat) 's Twitter Profile Photo

If your team relies on you for every decision, this is why. ⬇️ Every time you step in, it feels helpful. But the signal you send is: wait, don’t decide. Over time: Confidence drops Initiative fades Ownership disappears Not because people are incapable, but because decisions

If your team relies on you for every decision, this is why. ⬇️

Every time you step in, it feels helpful.
But the signal you send is: wait, don’t decide.
Over time:

Confidence drops

Initiative fades

Ownership disappears

Not because people are incapable,
but because decisions
Ole Lehmann (@itsolelehmann) 's Twitter Profile Photo

The scale here is actually hilarious when you think about it SF covers *forty-seven* square miles That's space for roughly 12 Tesla Gigafactories, or *every* major auto plant in Michigan combined BYD's new complex will be so vertically integrated that lithium ore walks in one

The scale here is actually hilarious when you think about it

SF covers *forty-seven* square miles

That's space for roughly 12 Tesla Gigafactories, or *every* major auto plant in Michigan combined

BYD's new complex will be so vertically integrated that lithium ore walks in one
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: US job numbers were revised down by -1,029,000 jobs in 2025, the largest annual revision in at least 20 years. This follows downward revisions of -818,000 in 2024 and -306,000 in 2023. In total, -2,153,000 jobs have been revised out of initially reported data over the

BREAKING: US job numbers were revised down by -1,029,000 jobs in 2025, the largest annual revision in at least 20 years.

This follows downward revisions of -818,000 in 2024 and -306,000 in 2023.

In total, -2,153,000 jobs have been revised out of initially reported data over the
Marcel van Oost (@oost_marcel) 's Twitter Profile Photo

Europe’s ten largest tech companies include four (‼️) from the 🇳🇱 Netherlands, even though the country represents just 4% of Europe’s total population 🤯 📷 Source: Multiples

Europe’s ten largest tech companies include four (‼️) from the 🇳🇱 Netherlands, even though the country represents just 4% of Europe’s total population 🤯

📷 Source: Multiples
Fernando Nikolić 🇦🇷 🟠 (@basedlayer) 's Twitter Profile Photo

Bitcoin's mining difficulty just had its largest upward adjustment since May 2021, up 14.7% in a single move And this is happening while miners are selling everything they produce and Bitdeer is literally liquidating their entire treasury to pivot to AI So the network is

Bitcoin's mining difficulty just had its largest upward adjustment since May 2021, up 14.7% in a single move

And this is happening while miners are selling everything they produce and Bitdeer is literally liquidating their entire treasury to pivot to AI

So the network is
Bitcoin News (@bitcoinnews21m) 's Twitter Profile Photo

🇱🇺 LUXEMBOURG ANNOUNCED THEY INVESTED 1% OF THEIR SOVEREIGN WEALTH FUND INTO #BITCOIN WORLD'S 4th RICHEST COUNTRY BUYING BTC. MASSIVE 🔥

🇱🇺 LUXEMBOURG ANNOUNCED THEY INVESTED 1% OF THEIR SOVEREIGN WEALTH FUND INTO #BITCOIN 

WORLD'S 4th RICHEST COUNTRY BUYING BTC. 

MASSIVE 🔥
ecoinometrics (@ecoinometrics) 's Twitter Profile Photo

The deeper Bitcoin’s drawdowns, the longer they last. There is a clear relationship between how far Bitcoin falls and how long it takes to recover. Historically, every additional 10% of drawdown adds roughly 80 days to the duration. At the current dept, that points to

The deeper Bitcoin’s drawdowns, the longer they last.

There is a clear relationship between how far Bitcoin falls and how long it takes to recover.
 
Historically, every additional 10% of drawdown adds roughly 80 days to the duration.

At the current dept, that points to