TheMic

Every bad policy we endure is a function of attempts to create enough new credit to prop up an overleveraged economy
This desperation motivates powerful people to act against our national interests, as well as their own long term interests

Our good friend @saylor needs to create bitcoin payment networks, banking software, or start a bank himself that intermingles bitcoin with deposits & loans according to customer desired risk tolerance...
.... if he ever wants to get back into the major indices

elections aren't going to be overturned even if there was crystal clear evidence of cheating
nobody is going to step out & put their neck on the line
either they fix the holes, or learn to cheat better than the opponent
zero overt moves will be made that risk anyone's career

lotta people with wrong takes
a whole lot

goblin town or bounce?

Start thinking about what kind of business you would want to run in a post-credit era
A post-credit economy favors value exchange far more than it favors transactions for the sake of transactions
It wont be gold, but think in terms as if the economy transacted in scarce gold

The country should be split up if dems successfully override the electoral college

Rates will keep going up
As money is destroyed via debt repayment, they will continue to inch higher
This is important for understanding 2027

We're on the cusp of a major credit event
Please plan accordingly

If any of these voting stats are legit, then its clear that the demographics nuclear bomb has finally been detonated
There’s no recovery
The future is favelas ruled over by an elite grifter political class, high inflation, and law used as a tool to suppress opposition

if the Texas numbers are real, then boomers are no longer a dominant voting bloc

Something is blowing up
mkt down huge this AM

AI is critical to drive the coming era of robotics
It’s the brain that makes interaction with the world possible
We’re not even halfway there and multiple countries already have a huge advantage over us

We're setting up for a major credit event
A big one. Covid-style dynamics, but worse.
I think Nov/Dec are fine, but the risks begin to elevate on an exponential ramp come January
There's already signs that have largely been ignored (normal, complacency)
They need a trigger

markets need to stop fetishizing low job growth
low job growth creates existential political risks by shifting the electorate hard left
there's an enormous contingent of people that swing right because they can, or vote left because ecomically they have to

the optimal game theory move is to give the left a win and use it as a trigger event to pull credit, sending the economy into an unrecoverable Mach tuck

Its stupid to nuke Iran when you can just pull credit and tank the entire economy to zero
Total chaos in the streets, and he’d gain unlimited emergency powers
Non-zero chance

The risk environment is not good
There's a laundry list of things we arent even accounting for, or know how to account for
Stay vigilant