AI take: ✅On a 5-10yr window, AI will underperform real (physical) productivity estimates; like 1/100th less productive than predicted ✅Epic money printing to support it: existential risk / national security ✅ build out of cheap energy to support data centers ✅bubble bursts ✅once cleared of max pain, then the real productivty boom starts: we leverage the few AI things that really help us and have extremely low-cost energy for everything

Coffeezilla in the mix... Worth a listen We r still early Few consider the actual death of fiat = total collapse That is the whole thesis

Funny. Informed. Excellent takes.

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Michael Saylor and Strategy are SELLING Bitcoin! | Bull Run Canceled? | Simply Originals

Simply Bitcoin · Episode

Incredible. Jagger is 82 F-n YO!! We would all be so lucky to still be decent at our craft eight decades in. I saw the Stones live at their "farewell tour" in 1989....

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Rough And Twisted

The Rolling Stones · In The Stars · Song · 2026

London Tower + Hampton Court Palace - learning about Henry the 8th (1530-1560s) living large, killing wives, wow.... Not suprised about his monetary policy: consistent debasement of silver/gold

Soft War AIUI: Those (countries) with coin and hash can force others to do stuff: Buy peace. Control trade. Buy warriors (drones/humans). Transact with whomever you want. Afford high fee rate situations. Projecting power is built into nature and early human societies. Often to avoid mutual destruction. With new war: cyber, drone, chemical... it is harder to "project" to others that they shouldn't f-with you. A massive stack of coin + hash could become the new "flex" warning others off.

Good month Next up: reclaim 20oz

Summer Prep LFG

HODL til legal tender

Occasionally zapping sats.... otherwise: Hoarding without permission. Only spending Fiat trash. Play book for the foreseeable future

Most can't cover this song..... amazing

Is the world likely to converge on a neutral sound money? It has happened before and it seems to be heading this way again. Gold or Bitcoin? Bitcoin as both a bearer asset + a digital network seems well positioned to win.

(1) Paper BTC with yield vs (2) stacking BTC + working: ✅Save your time/energy/talent/work in BTC for your future self. Incentivizes u to work to avoid force selling. Productive. Scarcity + reliable SOV: win-win : purchasing power goes up and you're productive VS ✅ Get yield now on a paper promise. feels very fiat: you don't have to work, your money does the work. This is bullshit. Come-on-man

Monitoring the situation....