I often point to what is fundamental for human beings to overcome the 3 poisons of greed, anger, and delusion. The most important skill for the individual to develop is the ability to witness the mechanations of mind without resistance or attachment as they come and go.

America’s power rests on economic freedom and the deepest capital markets in the world. The next century belongs to the country where people are free to build and capital is free to back them. That should be America. Our policy should make it inevitable.

Good morning. If you are selling hard assets like gold and bitcoin as yields rise and bond auctions become disorderly, you are not paying attention to the underlying problem and inevitable currency debasement coming. Have a great day.

Bones got rekt and lost all credibility, in that moment I was euphoric.

The Infrastructure of the Next Economic System: Bitcoin gave us the building blocks, but AI was the catalyst and driver we needed. Now we have two sides being built out. Physical infrastructure: Energy → grid → compute → chips → memory → packaging → networking → cooling → data centers → space infrastructure The bottlenecks the future has to pass through is where the value is captured. Monetary infrastructure: Bitcoin → collateral → digital credit → stable transaction money → programmable rails → tokenized assets → agent commerce → distribution Find the value-capture points. Velocity isn't Value AI sits in the middle, accelerating both and demands physical infrastructure on one side and machine-native financial infrastructure on the other. Humans are slow to adapt, and don't need lightning fast 24/7 settlement, but the machines do. Bitcoin becomes the scarce monetary asset around which that increasingly digital capital system organizes.

My favorite part of the bull market is the beginning when we get to dunk on all the people who were assholes to us.

The puts i sold on mstr and asst and the calls I've bought are printing like crazy and this is just the beginning. This is how you really dunk on the bears. BY WINNING FOR BEING RIGHT.

Bears are gay tradoor types that don't understand the game that is being played here. Glad to see them Getty rekt after being such cocky assholes. Especially that bones chick.

What if $BTC goes to $0? With a Bitcoin Bond, no losses. Break even on the investment. BitBond is structured to protect your principal investment via UST. What if $BTC CAGR = 60% BitBond pays 40% APY Bond-like risk, Equity-like returns. Cherry on top? Use as pristine collateral. Borrow against 100% of the UST allocation (80% LTV) with NO margin calls or liquidation risk. Finally, SMBs can park revenues in Bitcoin without having to worry about volatility destroying the business. That's a Bitcoin Powered Business ⚡️ Build Wealth Smarter.

Strategy is about to print.

Looks like we are gonna make a move for the 50wma today!

Not necessarily. In fact, rate hikes can actually fuel inflationary pressures in this macro environment. Rate hikes are meant to cool private demand, but they also raise Treasury interest expense as debt rolls over. If that isn’t offset by spending cuts or higher revenues, deficits widen and more interest income flows into the private sector. Higher Treasury yields can also pull capital from equities, pressure stock prices, reduce realized capital gains and tax receipts, and widen deficits further. That can raise fiscal sustainability concerns, pushing long-term yields higher and driving interest expense up even further. With debt and deficits this large, the fiscal consequences of higher rates are now big enough to significantly impact economic activity and inflation expectations, offsetting the Fed’s efforts to tighten conditions and bring inflation down. That’s the fiscal dominance feedback loop, and it's why inflation can remain sticky even as the Fed keeps hiking rates.

IF the FED RAISES interest rates then REAL INTEREST RATES FALL The more real interest rates fall The more selling of Treasuries The more selling of Treasuries The higher interest rates will go The higher interest rates go The more U.S. needs to buy back The more U.S. needs to buy back The higher inflation will go The higher inflation will go The more the Fed raises rates The more the Fed raises rates The lower real interest rates fall. 🔁 debt spiral doom loop This negative fedback loop is caused by fiscal dominance ⚠️ RAISING interest RATES actually increases the budget deficit aka INCREASES the rate of INFLATION. Holders of UST must subtract the rate of inflation from their UST yield to figure out their real rate of return aka how much more/less they can buy. When the Fed raises rates, inflation moves up faster bc the size of the debt ($40T+ with ~$7T due to refi this year at much higher rates) increases the interest expense. So even though the Treasury is paying a higher rate, the holders and would-be buyers of the debt are actually getting a lower return in terms of purchasing power. WE CAN CONCLUDE THAT THE U.S. TREASURY HAS LOST ITS ABILITY TO CREATE DEMAND ON UST BY INCREASING INTEREST RATES. That may sound radical BUT its the sad reality we face today, and the longer we ignore it, the worse the consequences are gong to be... Prepare accordingly!

To borrow from the great Phil Zimmerman: If open models are outlawed, only outlaws will have open models

The only clarity you need is Bitcoin.

Fear as a Governing Strategy “Of all base passions, fear is most accursed,” Shakespeare wrote in Henry VI, Part 1. The modern Left has made it a governing tool, create fear, then present federal power as the only remedy. The subject changes, but the method does not. First came global cooling, followed by global warming, followed by the more elastic and politically useful label of “climate change.” Every era requires an emergency, every emergency requires an expert class, and every expert class eventually demands more authority over how ordinary people live. Gas-powered automobiles became a menace to be rationed through ever-tightening fuel-economy mandates. Lawnmowers and leaf blowers became environmental villains. Refrigerants required elaborate federal controls. Power lines, pipelines, housing developments, and industrial projects became presumptively suspect, unless approved by the same regulatory bureaucracy that has spent decades making construction harder, slower, and more expensive. The pattern is not scientific inquiry. It is political opportunism wearing a lab coat. To make the system durable, the Left works to close the Overton window, objections once accepted as ordinary democratic disagreement are recast as ignorance, selfishness, or moral depravity. A debate becomes a “consensus.” A policy preference becomes “settled science.” Questioning the prescribed remedy is placed beyond respectable public discourse. The practical objective is always the same, expand the state’s power to regulate, control, condition, and sometimes prohibit private conduct. Biden-era air- and water-rulemaking often went far beyond obvious health protection, extending federal leverage over land use, energy production, property rights, and local decision-making. Now it is artificial intelligence. The public is urged to fear 2001: A Space Odyssey’s HAL 9000, or some darker machine drawn from a favorite science-fiction novel. A growing industry of activists, commentators, and Netflix documentaries turns the prospect of advanced AI into an imminent apocalypse. Indoctrination is the name of the game. The warning is no longer merely that AI may disrupt jobs, facilitate fraud, or create new security challenges. It is that AI may end humanity itself. That is an extraordinarily useful claim for those who want to centralize control over computing power, data centers, energy, model development, and speech. Fear makes almost any intervention sound responsible. It also closes the Overton window, because to dispute the premise is to be accused of gambling with civilization. Meanwhile, China is unlikely to pause its AI development because Western elites have become frightened by Hollywood scenarios. Beijing regards AI as a strategic technology, a source of military, industrial, intelligence, and economic power. If America allows alarmism to convert its technological advantage into self-imposed paralysis, it will not make the world safer. It will merely shift the frontier of AI capability toward a hostile authoritarian rival. The pattern is too consistent to be accidental. Fear is amplified, dissent is stigmatized, and the same coalition of politicians, regulators, activists, experts, media institutions, and filmmakers arrives at the same answer, more control. As Shakespeare warned, “Of all base passions, fear is most accursed.” The question is not whether America should take AI seriously. It is whether it will meet this challenge with confidence, competition, energy abundance, and technological leadership, or surrender the AI arms race to China in the name of avoiding a fictional HAL 9000.

We have to print money so that we can pay interest on money that we’ve already printed… But I’m told that a decentralized, finite, immutable and verifiable monetary system, that completely audits itself every 10 minutes, is the Ponzi 😂

This is what Dario and Sama fear - - the cost of fine tuned open source models trained on custom data was 95% less than the frontier models - And they performed better than the frontier models - And they could train them in less than 48 hours The big AI labs have no moat.. Even at the enterprise level.. Any sane company would prefer a custom trained open source model instead of paying API pricing to Anthropic and Open AI If open source keeps growing at the pace it is, frontier labs' business collapses.. only way out is oldest trick in manipulation - FUD -> Fear, Uncertainty, Death Step 1 - Seed the psyop - Test a swarm of agents trained to "hack" - The swarm does what its supposed to do - hack - Publish a report - AI is too dangerous Step 2 - weed out the doubters - Get an employee to quit your company - Go viral saying both companies are not doing enough to self regulate AI - AI is dangerous - will kill humanity by the end of the decade Step 3 - Prepare for fruition - write an "essay" to "pace the frontier" - Advocate regulation - Only a few holier than though companies get to build AI - Scare the world into agreeing with AI Doom - Effectively turn your competitors into criminals (genius business strategy) Endgame - - Become a cartel that controls AI (and the world) - Raise prices (coz business is unsustainable... ofc) - IPO (offload liability of said unsustainable business to the public) Laugh all the way to the bank 🤑 Win!

If the options are letting Anthropic/OpenAI control AI or 10% chance of the death of humanity, I hit the death of humanity button without thinking twice. A fascistic oligopoly of AI is worse than the scary world of open models. Death is preferable. I won’t let freedom yield to fear.

i’m afraid of KYC and you should be too. KYC is a risk to your personal safety. collecting personal information in the age of cyber security breaches everywhere is extremely irresponsible. and it’s not going to get any better any time soon. our laws shouldn’t require institutions to KYC, they should prevent them from doing so. institutions that leak KYC information or fail to defend it from hackers should be punished by the law for risking their user’s safety.

The Flower of Life can unfold from a 2D pattern into the IVM and Vector Equilibrium, revealing the 60° vector geometry at the heart of Buckminster Fuller’s Synergetics. #FlowerOfLife #Synergetics