"[T]he American dream is not 'let them eat flat screens.'" - Secretary of the Treasury Scott Bessent I think about this sometimes and what it portends for the most profitable uses of capital in the digital age.

GM. Beautiful day to not be a subject of some government!

The FBI agents assigned to surveil bitcoiners must be having a gay old time right now

GM. Bitcoin doesn't have a debt ceiling. #economics #econstr

I wonder what capabilities are available to the US government when pairing space-based synthetic aperture radar collection (Starlink?) with AI-augmented analytic tools. Then I wonder if adversarial governments can match or deny those capabilities.

Some of the best and worst moments of my life took place at Bagram. This is crazy. View quoted note →

We're going to ZIRP by the end of 2026 or I'll try unsuccessfully to delete this note #econstr #economics

Headlines this week say governments are collapsing in France, Japan, Thailand, and Nepal

The money printer is already warming up and bitcoin tourists are selling sats. This is bullish.