Hedge‑fund‑run Treasury Will Cushion Rate Impacts
You think rates are going to blow up the economy, anon? You under estimate the difference it is having a macro hedge fund manager running the Treasury. He knows the game, the stakes and he knows the dials. No one is going to sacrifice the midterms if they can absolutely avoid it... and they will do EVERYTHING possible to win them. Relax. It'll all be fine. Better than fine fine in fact. The liquidity spice is flowing, everything else will be dealt with.
Supercycle Looms as Capital Fuels Tech-Driven Growth
There is a rising probability that we have a super cycle based on: Increasing interest payments that need monetizing via the bank of system The reliance on short term bill issuance reducing cyclically of debt rollover. The largest capex boom in history based...
Crypto Infrastructure, AI, NFTs, and Blockchain Will Dominate Finance
Things that are obvious: Smart contract L1's will accrue a larger percentage of crypto total value over time as the investable infrastructure layer. L1's that can output the largest amount of intelligence per unit of energy will outperform over time (as is...
From Cosmic Ages to AI in an Instant
Raoul's random thoughts: 13.8 billion years to make a universe. 3.8 billion years to make intelligence. 80 years to figure out we could run electricity through sand and make endless intelligence. And now we have agentic intelligence. This is fucking wild.
Claude's Context Windows Exhaust Like Overridden Cowboy Horses
Exhausting context windows in Claude feels like cowboys in old films who exhausted their horses and had to change them. I feel sorry for them... they keep trying, then give up and I feel remorse.
AI Fuels Unexpected Mac Mini Surge Despite Apple's Inaction
Well we kind of knew that people wanted a lot of Mac Minis for Openclaw... but this is wild. A product that didnt sell amazingly now is the hottest Apple product... all because of AI. However,r Apple is still not...
Tech and Crypto Beat Inflation in the Exponential Age
I started by trying to understand markets. Thirty years later I've ended up somewhere closer to life, the universe and everything. The same four rules keep showing up... Along the way I've written three frameworks that have shaped how a lot...
Universal Basic Equity: Humanity’s Pension for the AI Era
Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world... The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really...
Blockchain Value Will Skyrocket via Stablecoins and Agent Users
If Metcalfe’s Law is the best way to value blockchains, which I believe it is, then the two variables that matter are value transacted per user and total users. They compound. The key future drivers: Value transacted per user will come from...
Liquidity Surge Signals Tech and Crypto Rally Ahead
The Everything Code suggests that over time the NDX has a 97% correlation with GMI Total Global Liquidity. Total Liquidity is at all time highs. NDX is following. We have been long tech stocks in GMI (and RV Pro) since Dec 2022...
Liquidity and ISM Metrics All Trending up Globally
Total Global Liquidity is rising Global M2 is rising US Total Liquidity is rising US M2 is rising China Total Liquidity is rising ISM is rising Try not to over think it.
ETH/BTC Surge Mirrors Rising ISM Business Cycle
ETH/BTC cross is getting very interesting here and is consistent with the rising business cycle (ISM) and rising liquidity... 1/ https://t.co/i03wXYa4Js
Coldie’s “Know Your Overlords” Now Secured in Culture Vault
The full set of 5 "Know Your Overlords - Tech Epochalypse" by @Coldie now safely tucked away in The Culture Vault. Now it's time to touch the art. Its a very clever interactive and kinetic networked art series and part...
Accumulate, Don't Trade; Long‑term Holding Builds Wealth
Too many people trade. Too few people accumulate in a secular trend (especially through weakness) and allow it to compound. There are very few rich traders but there are many, many rich people who owned assets for longer time horizons. Zoom...
Iran's Resource Crisis Threatens Global Energy and Food Security
We are getting to that point of doom on Iran where X got to on Ukraine. Back then without gas and food we were going to be cholipping frozen, starved, dead Europeans of the streets. This time it's oil, gas,...