Stumbling around the esoteric and exoteric. Using Twitter as a news feed... but (lately) mostly for crypto and AI art.

Neural Networks
I spent 2 weeks in Europe with activists from the some of the world's most oppressive regimes. They told me: “You’re far closer to this than you think.” Freedom can disappear really fast. Have you noticed the red flags of digital authoritarianism around you?
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Bubble fears sparked a wave of “the bubble popped” takes. What’s actually appears to be popping is hedge fund leverage. AI keeps advancing at a pace that makes the future genuinely uncertain. @elonmusk has long said abundance is coming. That abundance hurts the terminal value of nearly every company by collapsing scarcity and pricing power. Markets are finally starting to adjust to that. Pomp and I talk about it all this week as well as BTC continuing to disconnect from tech.
This week @jvisserlabs explains the death of hedge funds and why so many of them are blowing up. We cover the lessons from LTCM, why CPI doesn't matter anymore, whether Anthropic growth is slowing, why bitcoin is holding strong, how tokenization could reshape Wall Street, and Elon's flying car. YouTube: youtu.be/5nUxci_05jA?si=B4p0… Spotify: open.spotify.com/episode/0sB… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:12 - What LTCM teaches us about today’s market 14:10 - Tokenization & the death of hedge funds 17:40 - Why bitcoin is holding strong 23:33 - AI is offense, bitcoin is defense 26:47 - When bitcoin’s next rally happens 29:38 - Why CPI doesn’t matter anymore 35:59 - Debate: is Anthropic’s growth slowing? 54:02 - Elon’s flying car & a Tesla SpaceX merger 57:26 - AI capital needs & market liquidity
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BANK OF AMERICA ONCE SAID #BITCOIN "HELPS CRIMINALS HIDE ILLEGAL MONEY" TODAY, THEY GOT FINED $1,200,000,000 FOR MONEY LAUNDERING 🤡
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Possibly the best Bitcoin advertisement ever made. It's your money, until you ask for it back.
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We can now build genomes from scratch, not just read them. Part 1 of our synthetic genomics series covers three ways scientists are doing it: • Restructuring • Recoding • Minimisation Each one lets researchers test how genomes shape life at the chromosome level. And it is the same instinct behind NIOME's work at computational scale. Part 2 next.
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A new mRNA immunotherapy has completely eliminated pancreatic cancer tumors. Pancreatic ductal adenocarcinoma is historically one of the most aggressive and treatment-resistant cancers, often shielded from conventional immunotherapies by a dense, protective tissue barrier. In a study published in Nature Communications, researchers at UMass Chan Medical School successfully breached this defense in mice using an innovative mRNA-based cocktail. By combining five immune-signaling cytokines with three tumor-associated antigens into a single injectable treatment, the therapy trains the body’s immune cells to recognize and aggressively attack the cancer. This multiplexed approach marks a major shift, turning “cold” pancreatic tumors into active targets for the immune system. The results have stunned researchers, achieving complete tumor regression in about 50 percent of the treated mice. More impressively, the animals remained entirely disease-free for up to a year after the therapy was stopped, signaling that their immune systems had developed a lasting memory of the cancer cells. While moving from animal models to human patients is always a major hurdle, the long-term protection achieved in this study makes it one of the most promising candidates for future clinical trials. If successful in humans, this versatile mRNA platform could change treatment strategies for a wide range of aggressive solid tumors. [Parikh, C. N., DeMarco, K. D., Bhalerao, N., et al. (2026). Multiplexed cytokine and antigen mRNA administration generates durable anti-tumor immunity against pancreatic cancer. Nature Communications, 17, 7618. DOI: 10.1038/s41467-026-74574-z]
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Companies often lie about why they collect certain data from you. I made up a fake person to prove the point. Don't hand over your information by default, think carefully before giving it over. youtu.be/d36XpnjJ39A odysee.com/@NaomiBrockwell:4…
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Stop being a coward. Commit to the goals that scare you and bet heavily on yourself. Every day you hesitate is another day of your short life wasted. All because you don't have faith in yourself to truly "do the thing". Stop playing not to lose.... It'll be too late soon.
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He Used ChatGPT to Create a Drug in His Garage. Now Scientists Are Worried. What if an AI chatbot could help someone create a completely new drug without going through the enormous pharmaceutical system normally required to develop medicines? That question is no longer purely hypothetical. Harvard-educated biochemist Douglas Yao has reportedly used ChatGPT to help design and synthesize an experimental compound he calls PAC-3310, a potential treatment for schizophrenia. Yao says the compound was developed in a makeshift laboratory inside his garage, using little more than folding tables and laboratory equipment. The idea behind PAC-3310 is particularly interesting: it targets the M4 muscarinic receptor, a biological pathway also targeted by Cobenfy, one of the newer FDA-approved treatments for schizophrenia. Yao believes his AI-assisted approach could make early drug research dramatically cheaper and faster than the traditional pharmaceutical process. But there is a much darker side to this experiment. Creating a molecule on a computer is not the same as proving that it is safe to put inside a human body. A chemical can look promising on paper while behaving very differently inside living cells, animals, or people. Even tiny amounts of contamination, an incorrect measurement, an unexpected chemical reaction, or an impurity could completely change the risk. That is why drug development normally involves years of controlled laboratory research, toxicology testing, quality checks, animal studies, clinical trials, independent review and regulatory oversight. These steps are expensive and slow for a reason: they are designed to discover dangers before those dangers reach patients. Yao reportedly began testing PAC-3310 on cell lines and mice, but that still does not establish that the compound is safe or effective in humans. And this is where the experiment raises a much bigger question about the future of AI. If artificial intelligence can help an individual design complex molecules that once required teams of specialized scientists, could drug discovery become accessible to almost anyone with enough knowledge, equipment and determination? That could eventually lead to astonishing breakthroughs—but it could also make dangerous experimentation far easier. The most unsettling part may not be that someone made a drug in a garage. It may be that AI is beginning to shrink the gap between an idea on a computer and a real chemical sitting in a vial. And the world is still figuring out what happens when that gap becomes dangerously small. Source: Landymore, F. (2026). Man Announces That He Has Synthesized a New Schizophrenia Treatment in His Garage, Based on a Formula Devised by ChatGPT. Futurism.
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We don’t need mass surveillance to catch bad actors. We need targeted warrants, clear laws, and real oversight. Dragnet data collection doesn’t just find threats, it expands the definition of who counts as one.
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BREAKING: We just released a dashboard that tracks government employees who become lobbyists. See which companies are hiring congressional staffers. See which politicians have the most staff hired as lobbyists. All publicly available on Quiver.
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Wait until you see the timing on this one… July 24. Paul Pelosi, Nancy Pelosi’s husband, buys Bloom Energy. 10,000 shares and 100 call options, $100 strike, expiring June 2027. Four days later he adds another 5,000 shares and 100 more of the same calls. Between $3 and $12 million. First time they’ve ever owned it. Yesterday S&P announced Bloom Energy joins the S&P 500 on September 21. The stock had already run 7.3% during the session on speculation, then added another 5% after hours once it was confirmed. Now look at the options. A $100 strike on a stock at $252 is deep in the money, so it isn’t a bet on the company doing well. It’s leverage on something happening before June 2027. 200 contracts is 20,000 shares. The shares alone cost roughly $2.7 million and are worth about $3.8 million now. Up $1.1 million. The options are worth more than that on paper, though what he paid isn’t disclosed so nobody can calculate the actual profit. And that’s before the 21st, when every S&P 500 tracker has to buy it. The obvious pushback is that inclusion is decided by a private committee at S&P Dow Jones Indices. No government involvement, nothing Congress votes on. True. Except Bloom spent $60,000 lobbying Congress in Q2 on the tax treatment of fuel cells. So they’re in Washington talking about their own tax rules, then a congressional household puts up to $12 million into them with dated calls, then they get added to the index. Coincidence, obviously. Right??
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🚨HUGE: 19 of the G20's 20 members just united on a major global economic statement. China was the ONLY holdout. Here’s everything you need to know from the G20 Finance meeting, held in Asheville, North Carolina, on August 31–September 1: 1. China vs. the G20 19 members backed action against persistent global trade imbalances and “non-market” policies, including calls for surplus economies to rely less on exports and boost domestic demand. China was the only one to object. 2. Crypto moved deeper into the G20 agenda The G20 backed clearer pathways for digital-asset innovation while preserving financial stability. It also called on FATF to prioritize enforcement of crypto standards in countries with significant virtual-asset activity. 3. Stablecoins are getting specific attention The Financial Stability Board is preparing findings on the cross-border implications of global stablecoins, including gaps in stablecoin data. 4. Hormuz is now a global economic issue The G20 warned that disruption to energy trade threatens growth and specifically stressed the need for free, safe and predictable navigation through the Strait of Hormuz. 5. The sovereign-debt problem isn't going away Members pushed for faster and more predictable debt restructurings as high debt-service costs increasingly crowd out investment. 6. AI is now part of the economic-growth playbook The G20 said investment in AI, computing and digital infrastructure could boost productivity, while also flagging financial-sector and cyber risks.
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Recently I spent 2 weeks in Europe with activists from some of the world’s most oppressive regimes. One comment kept coming up: "You're much closer to this than you realize." All over the digital realm, the red flags of authoritarianism are everywhere.
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1 TRILLION+ moved into metals and crypto in a matter of hours. Gold broke $4,500. Silver pushed to $69. Bitcoin cleared $72,800. Ethereum moved above $2,300. All moving at once. The trigger was a big shift in the bond market after the U.S. Treasury increased long term bond buybacks, with some operations doubling from $2B to at least $4B. And this is where it gets interesting. When gold, silver and crypto all start breaking higher together, it can signal that money is looking for protection. If all 4 continue holding gains even as bond yields move back up, we could be looking at beginning of broader shift not just short term reaction to lower yields.
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