*How this World actually runs You have to use this lens: incentives > ideals control > fairness stability > truth revealed preference > stated narrative assume low Gross Consent Product: consent is scarce, crises frequent, patches fast, housing/pensions/indices politically sacred.* View quoted note →

Well known ‘elites’ e.g. Musk and Thiel *Provide plausible deniability: looks like private “entrepreneurship”, not pure state project.* View quoted note →

*Why it’s containment, not annihilation Semi-adversarial states can use BTC as: gray reserve, sanctions valve, signaling/settlement rail. West cannot fully kill BTC without: handing it to adversaries, losing visibility into some capital flows. At the protocol layer, Bitcoin as it actually exists is extremely close to optimal for a Controller-grade pressure valve. So base case: contain, not kill.* View quoted note →

*Any ticker’s value can be decomposed into: Rail share: value because the function is structurally needed. Loot share: monopoly/graft/oligopoly rents. Dumb-flow share: index/ETF/benchmark driven flows. Error-asset share: narrative/optionality the system hasn’t fully priced.* View quoted note →

*The Controllers care less about price levels, more about where the pain lands* View quoted note →

*Error assets → captured later allegedly BTC, some AI names: born outside plan, then wrapped and reused.* View quoted note →

*Discipline theater / sacrificial names Designated villains for hearings & scandals.* View quoted note →

*Volatility sinks Meme stocks, shitcoins, alt L1s, levered/inverse ETFs, 0DTE options. Purpose: absorb speculative anger away from core rails.* View quoted note →

*Benchmarks are herding tools, not neutral measures.* View quoted note →

*Visible randomness as design: If everything obviously always benefits insiders and crushes outsiders, legitimacy collapses. So they need: some real insurgent wins, some “elite” failures, genuine blowups, honest accidents. Chaos is retro-fitted with a story; not everything is pre-scripted.* View quoted note →

*Enterprise software has easily been the first casualty of the great cost decline of intelligence. SaaS itself is just crystalized information processing of workflows into code. The three moats of SaaS, switching costs of data (data is trapped), workflow lock-in (learning the UI), and integration complexity (how Slack works with Jira) have all been partially eroded at the margins. The 75% gross margin of SaaS looks like a huge opportunity, as agents migrate data between systems with lessened migration costs, Agents themselves do not rely on human oriented workflows, and MCP integrations make integration much easier. Every aspect of SaaS is cheapening, and the margins have become the first opportunity of AI.* Claude Code is the Inflection Point

Claude Code is the Inflection Point

What It Is, How We Use It, Industry Repercussions, Microsoft's Dilemma, Why Anthropic Is Winning

*While the tourists panic, the real ones are busy stacking* View quoted note →

*Paper money is a short and tragic glitch in the long history of sound money* View quoted note →

*Fiat rewards proximity to power* View quoted note →

*1. Sovereignty is a discipline, not just a feature. 2. Complexity is the price of true choice. 3. A network's culture is its adolescence, not its destiny.* View quoted note →

*This is not a system designed for passive consumption; it is a toolkit for active and conscious digital citizenship, with all the power and danger that entails.* View quoted note →

*Understanding that "where" you post is subjective and fluid, while "who" you are is absolute, requires a mental model shift. Finding content, and shaping one's experience are functions of the client software. The separation of substance from form is powerful but abstract. It creates a steep learning curve that will make mainstream adoption complicated.* View quoted note →

*Leverage in the system incentivises liquidity hunting* View quoted note →

*Date July 26, 1941 The United States issued a series of economic sanctions against Japan between 1938 and 1941, as a reaction to Japan’s expansion into East and Southeast Asia. A freeze of all Japanese assets in the United States was one of these sanctions. Although the intent was to gain a form of control over Japan without military conflict, this economic act was unsuccessful in preventing the outbreak of war in the Pacific.* Freezing of Japanese assets | Military History and Science | Research Starters | EBSCO Research

EBSCO

Freezing of Japanese assets | Military History and Science | Research Starters | EBSCO Research

<p>The freezing of Japanese assets refers to a significant economic measure taken by the United States and its allies in July 1941, aimed at impedi...

*scarcity still exists on-chain … but it no longer exists where price is discovered* View quoted note →