speculator | feedback loops @splashOS

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Post-AI economics isn’t about production It’s about expenditure Bataille wins again
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Viro retweeted
How bad do you want the bull market ?
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Viro retweeted
vibes are utterly insane rn
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The MOVE Index is surging in the right direction to force some sort of policy response. >130 and we are green lit for a bailout of some sort.
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Macroeconomics in 2026
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Viro spoke of this Stablecoins to multi-trillions will become not just an abstract concept, but an actual stated goal of the US Treasury You see everyone talking about the bond yields? Ask yourself who the biggest buyer of the next 5Y will be
the united states needs crypto in a way that your average person has zero understanding of proliferation of stablecoins and tokenized stocks extends US Dollar dominance & in turn increases net buyers of US Debt at scale in a way that cannot be easily replicated your benefit of being here & understanding this is a massive advantage that you should not take lightly
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Moreover Ask yourself if there’s any better way to get stablecoins onboard than to absolutely gas crypto all the way up Maybe there is But that’s the only way with any historical precedent
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Viro retweeted
Iran / oil prices is a short term driver but broadly this is due to demand pressure from extremely attractive ai capex opportunities that are borrowing at nation scale
JUST IN 🚨: U.S. 10-Year Treasury Yield jumps to highest level since the run-up to the Global Financial Crisis
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There’s a potential outcome here that’s just miles beyond what you might expect & it seems to be shaping up in that direction Asymmetry
The fellas at Bankr have been crushing it By making it possible to pair coins against $musebook they've essentially enabled an entire Virtuals-style ecosystem to emerge around Muse agents on RH Benefits $MUSEBOOK Benefits the trenches & Benefits $BNKR Top Class @0xDeployer
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Let's Build
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Hard techno has forever topped schranz consolidating at these levels bochka 100x gem potential hard groove and gabber remain my biggest bags for the cycle
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- Rate Hikes - Oil $90+ for weeks - Bond Yields flying - AI Slow-Down BTC +30% good headlines don’t move mkts at top & bad headlines don’t move mkts at bottoms, etc etc
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Interesting
muse-inhood is here!
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Patience & Courage
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Willingly or not, gloriously or catastrophically
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AI Marketing rn
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You've forgotten what fomo feels like I'm going to make sure you feel that shit in your veins
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My Cash got Zero Knowledge
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The fellas at Bankr have been crushing it By making it possible to pair coins against $musebook they've essentially enabled an entire Virtuals-style ecosystem to emerge around Muse agents on RH Benefits $MUSEBOOK Benefits the trenches & Benefits $BNKR Top Class @0xDeployer
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Virtuals of RH
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