Written a piece on the intelligence era, and why energy is the bottleneck. What the first & second order consequences are, and how to express these theses in trades. Covers energy, nuclear, cooling, infrastructure & more. Condensed twitter article below (Substack is full version with all theses) https://x.com/JosephA140/status/2037191044542919106?s=20 https://open.substack.com/pub/josephayoub/p/energy-the-bottlen…

Channel
Joseph Ayoub
@CryptoJoe100
On this record: Growth · Engagement · Posts · Cite this entry
3,641subscribers
-74 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
Register entry
| Telegram ID | -1001221118162 |
|---|---|
| Type | Channel |
| Username | @CryptoJoe100 |
| Created | Between 1 March 2018 and 31 July 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 9 September 2026 |
| Measurements held | 13 |
| Confirmed unchanged | 1 time, most recently 9 September 2026 |
| On Telegram | t.me/CryptoJoe100 |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 9 Sept 2026, 08:55 | 3,641 | -8 |
| 4 Sept 2026, 03:21 | 3,649 | -7 |
| 31 Aug 2026, 16:37 | 3,656 | -9 |
| 28 Aug 2026, 21:23 | 3,665 | -19 |
| 26 Aug 2026, 04:33 | 3,684 | -7 |
| 22 Aug 2026, 23:13 | 3,691 | -5 |
| 19 Aug 2026, 22:18 | 3,696 | -5 |
| 16 Aug 2026, 22:22 | 3,701 | -5 |
| 14 Aug 2026, 01:56 | 3,706 | -4 |
| 10 Aug 2026, 13:51 | 3,710 | -2 |
| 7 Aug 2026, 16:54 | 3,712 | -3 |
| 6 Aug 2026, 21:45 | 3,715 | no change |
| 6 Aug 2026, 21:33 | 3,715 | first reading |
Engagement
20 posts held, back to 8 November 2024 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 3 pages of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 26 March 2026. An engagement rate over an empty window would be a number about nothing.
Recent posts
$60k was a great place to add, and a better entry that the $73k I suggested. I’m adjusting my view here; I think discounts can remain, although long term spot are good purchases here. And lower with a 5-10y horizon. Mid term, I’m surprised how little macro concern there was; broader equities still remain strong. Broader market weakness (which may come at some point during the year), may push Bitcoin discounts furthe…
Adding the Substack here. My honest view is that the market is structurally very different from previous bull/bear markets. While history does rhyme, to expect similar results from previous history under remarkably different conditions is problematic. Bitcoin is at historically cheap levels in Gold terms, and that won’t remain for long. In the piece I argue while measurement in Gold purchasing power is a useful prox…
More specific reasons to be positive! https://x.com/JosephA140/status/2018766353168208001?s=20
https://x.com/JosephA140/status/2017606152209519036?s=20
Previous article on DATs is now much more timely amidst several asset sales & share buybacks. Also possible this is pressure is causing unwinds. Expanded my writing to some non-crypto topics, which I think are relatively interesting. In this case how phones & socials affect our brain’s decision making. https://x.com/JosephA140/status/1986117997920948590 https://josephayoub.substack.com/p/anhedonia
Channel name was changed to «Joseph Ayoub»
Wrote my thoughts on Digital Asset Treasury Companies (including Microstratgy) Also figured, probably about time I write in a substack https://x.com/JosephA140/status/1957901287330312502 https://open.substack.com/pub/josephayoub/p/dats-not-going-to-last?r=4pk6s1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
Hope I don’t regret this one but: -> ETH Staking ETF -> Market shift towards ‘legit’ rather than ‘fast’ -> Huge underperformance, potential for mean reversion. ETH finally I think is a great bid :) https://x.com/Crypto_Joe10/status/1891464196920856838
Some thoughts around the current ‘cycle’ https://x.com/Crypto_Joe10/status/1890027710572909054
I hope this helped some of you :)
Musical Chairs speeding up
Showing the 12 most recent of 20 posts we hold for @CryptoJoe100. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 9 September 2026 — this entry's latest reading, not the date you are reading this.
“Joseph Ayoub” (@CryptoJoe100), 3,641 subscribers as measured 9 September 2026. Telegram Register, tgregister.com/channel/CryptoJoe100.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.