there’s this thing you start noticing. the inventors, creators, real designers, the ones with original ideas, their lives and spaces they live are always a weird mess. papers everywhere, random notes on napkins. it looks chaotic, but that’s where usually the magic happens. meanwhile the people with those clean wnd pristine desks, symmetrical setups, color coded folders, etc. they’re almost never the ones making anything new.

gold/btc -84% since 2020

happy sunday y’all. 🍺

people saying brics have more economic power is pure illusion. china’s currency is a paper tiger. an insolvent system, real estate collapse, and over a billion mouths to feed in the age of ai. it’s a ticking bomb. the us holds every card it needs. and now it’s got bitcoin too. act accordingly.

without understanding the fundamentals behind what drives asset prices, it’s impossible to see what’s coming next. here’s a simple question: what % of us tax revenue comes from realized gains on assets? between 15 and 20%. any real and sustained drop in asset prices would shake the entire tax base of the country. and with ai driven productivity gains and massive white collar job cuts coming over the next 5 to10 yrs, keeping asset prices afloat isn’t just economic policy anymore. it’s survival.

i know there’s a lot of doomsday talk right now. but ai’s impact on productivity is about to send the next economic expansion into overdrive. meet mr copper. the silent winner of the ai boom. microsoft’s chicago data center alone needed 2,177 metric tons of copper, roughly 27 tonnes per megawatt. now multiply that across every hyperscaler building worldwide. this isn’t a slowdown story. it’s a supercycle in the making.

another big lesson from yesterday: when market makers turn off the liquidity tap, there’s zero bid for shitcoins. absolutely zero. it’s all fake and built on artificial leverage, not real demand.

most important chart in life: time with your kids. the rug gets pulled sooner and harder than we all think. this is what i expect bitcoin to give me. nothing else, but time.

Many Bitcoin Maxis were minted yesterday.

big liquidation yesterday wiped out a lot of noise. alts down 60–70%, leverage nuked, weak hands gone. cleared my head with a long walk today. came back more certain than ever. bitcoin will be worth more than gold and 10x from here is just the start. the gap isn’t a ceiling, it’s the biggest opportunity of our lifetime. hardest money ever created. absolute scarcity. no central authority. can’t be confiscated, diluted, or printed away. and we’re still so fucking early. while everyone’s gambling on the next shiny token with leverage, the best money and the store of value of our generation is hiding in plain sight. sometimes you just need to step back to see it clearly. stay focused. stack sats.

buy land, stack enough btc to live off, and get the fuck as far away as possible from the corrupt world!

To make it look legit of course they’ll retest 107k.

scam zcash up 4% while the whole market’s nuking 30-40%, even btc down 10%. what a scam 🤣

im okay being down another 30% if it means xrp and zcash scams finally go to zero.

mms just cleaned up the perp pipes. what a shakeout! some alts nuked over 50% in like 30 min 💀

Just scooped up a bunch of $NAKA at 0.88 per share. No clue how it’ll play out, but felt like a good trade.