Pinned Tweet
Long Bitcoin / Short Gold
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Major Misses IMO: Modern Family Big Bang Theory NCIS Family Guy The Sopranos Sherlock The West Wing SNL (until ~2013)
Here’s The New York Times 100 Best TV Shows of the 21st Century: nytimes.com/interactive/2026…
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Brandon retweeted
Don’t forget! I’ll be speaking at @TheBitcoinConf in November! See you in Amsterdam.
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So basically there's this huge demand for debt in the form of the AI infrastructure buildout, and they're willing to pay the interest rates because the ROIC is good at current rates. And this is crowding out demand for treasuries, which is causing Bessent to have to step in just to keep rates where they are. And the Fed wont step in to help because inflation is too high and unemployment isn't high, so they wont ease monetary conditions. So treasury rates will probably continue to drift upward unless Bessent has some sneaky way to unlock many many more billions of dollars of demand for UST. Or until Energy prices come down, which is the main input on inflation right now. This is a semi-stable system as long as the AI infra buildout isn't a bubble...
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LIVE: BTC Price Action, ETF Flows, Rate Path | BMTV Sep. 22, 2026 nitter.net/i/broadcasts/1AGRnZVzP…
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Best explanation I have for this move in bitcoin is that so many folks were offsides expecting a dump post-Clarity. And the lift is drawing in capital that should’ve been rotating this whole time but wasn’t
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Next leg down
Long Bitcoin / Short Gold
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Choose life
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“They promised us flying cars and instead we got 240 characters” Hilarious if it turns out the man who bought twitter also ended up bringing us flying cars. Well played @elonmusk
BREAKING: FAA restricts airspace above Waco, TX for the Tesla Roadster's October 1st reveal, as speculation grows it could be equipped with SpaceX rocket trusters.
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Prediction: Kamala will be the 2028 Dem nominee
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LIVE: Institutional Adoption, MSTR, BTC Market Outlook | BMTV Sep. 18, 2026 nitter.net/i/broadcasts/1qGoNYmdj…
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LIVE: Global Macro, Open Source AI, Bitcoin ETFS | BMTV Sep. 17, 2026 nitter.net/i/broadcasts/1qxoNYmBV…
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LIVE: Fed Rates, Risk Assets, Digital Infrastructure | BMTV Sep. 16, 2026 nitter.net/i/broadcasts/1yGBePBoD…
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The ultimate troll would be Trump launching another memecoin now
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The senate and especially Dems have spoken loudly and clearly: The United States of America will *not* be the financial frontier. This is a huge win for China, UAE, Russia, El Salvador, and a handful of other countries who seek to lead in this arena
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LIVE: FOMC Outlook, Clarity Vote, & Digital Credit | BMTV Sep. 15, 2026 nitter.net/i/broadcasts/1jGXgBAvg…
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Hey @Delta big fan, but can you remove “The Rains of Castamere” from your playlist as the plane is about to take off?
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This deserves a few more eyeballs for the p(doom)ers trying to summon the antichrist
Replying to @taoburr
I’ve built DNA synthesizers and sequencers by hand. I used the engineer viruses for a living. I used to engineer human immune evasion for therapeutic constructs. Who the fuck are you people? Have you ever so much as held a pipette before? You can spaghetti blast an ensemble of DNA sequences at some shitty provider but 1) you still have to assemble it and bootstrap a system for making virions 2) you are not single shotting a viable, virulent viral design without a ton of experimental selection and development. Viral fitness is deeply dependent on codons and cotranslational kinetics - you’re not just gonna obfuscate away from wild type and get something good by magic. You keep treating AI like some kinda god, but molecular physics has computational complexity that scales exponentially in particle number which just crushes the abilities of any classical computer to do end-to-end design of biological functions ab initio. Grabbing a bunch of bacteriophage phi174 hits from a mass ensemble screen in lab microbes is not evidence of some magical AGI bio design ability - it's just a classic spray and pray selection. This is just nothing like building something viable in humans. Goddamn it read some books before you waltz into biomedicine and lecture us on protecting human life.
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Broader market right now
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Brandon retweeted
Here's what you need to know about the math for tomorrow’s CLARITY Act vote: 📌 60 votes to clear the procedural hurdle 📌 53 Republican seats, 2 could sit out 📌 7 to 9 Democrats will have to cross the aisle Drop your predictions below 👇
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Monday is gonna be carnage in the markets thanks to the AI safety news over the weekend
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