🐈 💩… 🤣

How much would your 2020 COVID stimulus check be worth today if you had invested it. Assuming you invested the $1,200 CARES Act stimulus check around mid-April 2020: A. Gold: $3,100 B. Silver: b$5,180 C. Bitcoin: $14,000 D. VOO: $3,300 Bitcoin wins… & it’s not particularly close. That $1,200 check would have turned into roughly $14K in Bitcoin, versus $3K–$5K in the other options.

🤔 🤷🏻‍♂️

I’m pretty sure it’s now all a psyop. Like, everything. Even the psyop is a psyop. The psyop of the psyop is now also a psyop.

this is some totally fkn wild thinking & something that I had never even considered as a driver of SPCX ongoing business in perpetuity 🤯

The U.S. government is spending far more than it takes in even before counting the massive cost of servicing its existing debt. The U.S. has one of the worst primary deficits among advanced economies, & once you add roughly $1+ trillion in annual interest payments, the fiscal hole gets even bigger. We are borrowing heavily just to run the government… & then borrowing even more to pay the interest on what we’ve already borrowed.

Well, we built an economy where your paycheck might get you by, but if you actually want to share in the wealth being created, you have to own a piece of the things creating that wealth or you’re Fked.

problem solved

same as it ever was…

The 10 Principles of Burning Man 1. Radical Inclusion — Anyone can be part of Burning Man. There are no prerequisites for participation. 2. Gifting — Burning Man is based on unconditional gifting rather than buying and selling. 3. Decommodification — The culture tries to resist commercial sponsorship, advertising, and transactions that would interfere with the experience. 4. Radical Self-reliance — Participants are encouraged to discover, exercise, and rely on their own capabilities. 5. Radical Self-expression — Everyone is encouraged to express themselves in their own unique way, provided they respect the rights and liberties of others. 6. Communal Effort — Creative cooperation and collaboration are valued. People work together to build the community and the art. 7. Civic Responsibility — Participants are expected to take responsibility for public welfare and follow applicable laws. 8. Leaving No Trace — Burners are expected to leave the environment in the same—or better—condition than they found it. 9. Participation — Burning Man is something you do, not something you passively watch. Everyone is encouraged to participate. 10. Immediacy — The most important experience is the one happening right now. Burning Man encourages people to overcome barriers between themselves and the experience of being present.

I have a bit of an obsession with watching videos about Burning Man. I’ve wanted to go for probably the past 10 years, but it just seems so unattainable. Not to mention, none of my IRL friends have any interest in going. I’ve known three people who have been, & it literally changed their lives. In fact, two of them so much that they got divorced within a year of coming back 🤯 There’s just something about it that seems so wild , magical & bizarre… like being transported to another planet for a week. But again, it just feels completely unrealistic at this time in my life. I don’t know. Maybe I’m just a pussy, or maybe I’m being pragmatic by not taking the risk & having the experience 🤷🏻‍♂️

we all now know some of these people…

TL;DR: More dollars chasing a finite supply of goods and services means each dollar buys less… as monetary debasement is the silent tax that makes everything feel more expensive. “US M2 money supply surged +$102.8 billion in July, to a record $23.22 trillion. This marks the 27th consecutive monthly increase. Since the start of 2026, M2 has now risen +$862.7 billion. Furthermore, money supply now stands $1.43 trillion above the March 2022 peak. Since 2000, money in circulation has grown at an average annual rate of +6.3%, or ~$700 billion a year. US money creation is expanding at a rapid pace.”

I’d say 50% of the homes around my town are being built in this god-awful modern style. I don’t even know what the fk to call it. Completely devoid of architectural thought, character, or any real visual interest. Minimal landscaping, giant windows, flat roofs, random boxes sticking out in every direction, and a whole lot of fake stone slapped on the front. It’s basically a big ass, half cinderblock, half stick frame shoebox, with three or four more shoeboxes stacked on top of it like some fkn Lego set. And somehow, this is supposed to be “luxury.” 🤢🤮

86% of the S&P 500 just beat earnings by an average of at least 11% 🤯 That’s the strongest beat rate since 2021

GM & TGIF 🤙🏽☕️☀️💪🏽

if ya really want to know what I think Bitcoin does next… $83 - $85k rejection retest $74k maybe $72k that’s where my stink bids are placed. but ultimately, $999k + 💪🏽🟠

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😘

Bitcoin ripped out of the $60K washout & is now sitting just above the 300 Day Moving Average, while trying hard to flip $80K into a new price floor. Reclaim $85K & $100K+ is back on the table. Fail here, & we’re likely looking at a $70K test... & potentially another $60K retest. The ETF bid is back, but the Fed & global liquidity still control the next leg. 💪🏽🟠