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.

Spotify

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....

Spotify

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

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.

Stacking Relentless stacking

Navy will escort....... ----Next headline----- Navy ship on fire from drone attack

CITADEL WIRE

high signal news

Why I'm still stacking: None of the core facts have changed: ✅DA-POW ledger based on time and energy works without anyone in charge ✅bitcoin is both money + a network ✅gold is not a network - based on its physical limitations, it needs a network outside of gold to work ✅gold has failed before and cannot be upgraded ✅gold supply is elastic ✅USD is failing: $38 trillion debt + no buyer; train has left, NSTT

All the dudes who say the superbowl sucks quit football as a kid. Human excellence comes in many forms. Just recognize how skilled + dedicated these guys are. If you could do it, you would.

Own something that cant be printed.

Maple AI: "The Federal Reserve didn't get "money" from somewhere else to start buying assets. Its foundational power, granted by Congress, is the authority to create U.S. base money – both physical currency (Federal Reserve Notes) and, crucially for asset purchases, digital bank reserves. When the Fed buys an asset, it pays for it by creating new reserves out of thin air and crediting the seller's bank. This is the essence of its ability to conduct monetary policy and expand the money supply. Initial capital from member banks and historical gold holdings provided structure and constraints, but not the operational funds for purchases."

If/when we make it to Bitcoin as the neutral money of the world, then100% of all bad people on earth will be "into bitcoin"