Odd how the price has spiked with Jane Street sidelined. Think it was Max Keiser who said JPM had a short on MSTR so big it would collapse them if the price mooned again. Occurred to me these large connected entities might be working together -- JPM shorts MSTR, scrambles to build competing products (or just hopes to delay/destroy it), knows Jane Street is good for the price manipulation of the underlying, both have inside info re overleveraged players, where the liquidation points are. We'll see, just seems like a hell of a coincidence of timing.
Normally I'd out this in a highlighter format and post it natively, but too many screenshots, so I'm linking to the Substack. Plus, probably the only one who will get it is
@YODL
Why We Will Never Have AGI
An Optimistic View Of The Future
Saw an interview with Kobe Bryant. Someone asked him if he loves winning or hates losing more. Kobe replied neither, when he's on the court he's just trying to figure it out.
My take on the Epstein Files. Trump could not release them. Too many powerful people implicated, would undermine his agenda. Too many of his friends implicated too. His own cabinet (Lutnick). So he needed Massie to do it for him, but he had to shit on Massie. Just like Elon, when his Tesla dealerships were getting vandalized, broke with Trump, vandalism stops, then he says Trump's in the files to create demand from the left for their release. Massie and Kahanna release them, Trump calls it a hoax, but people get exposed.
My take on the "aliens". Maybe real. Maybe not. But what's most important isn't just the aliens but the tech we now have, alien-derived or not. It has to be made public, free-energy, teleportation via wormholes (research MH-370). Simpletons will scream "distraction from the Epstein files" but the Epstein files are a net positive for Trump so long as he has deniability from being responsible for their release.
Two leading physicists were murdered in home invasions in the last two months. Probably not a coincidence. My guess is the big reveal is less about aliens and more about world-changing tech that's been hidden from the public, that physics actually DID progress massively since the 1970s, only was deemed too disruptive, too dangerous, so fake physics that led nowhere (string theory) was pushed in academia, and compliant midwits were too eager to go along in exchange for prestige while cutting edge physics was being done via military and private contractors.
Lot of powerful people benefit from the status quo, don't want to see it overturned. If Trump were sincere in wanting to drain the swamp, he wouldn't be able to do it directly. He'd have to play them. A lot of things you see in the news are not for you. They're for the swamp to keep them believing that Trump still works for them.
I could be wrong. Trump could be part of the swamp or worse -- the more insidious alternative to the swamp we embrace once it has been drained. But it's naive to think Trump and his cabinet are not thinking strategically and are well aware of how most of its moves would be perceived by people who think they've "woken up." Again, I'm not saying Trump is the good guy or that what comes after will necessarily be better. I'm only saying don't be a simpleton and fall for the obvious and tired takes. There's much more going on than that IMO.
Twitter is good for information to some extent, but I've been posting less and less on my main acccount. I mean what else is there to say to the normies there after the Epstein files?
Been onboarding people to nostr via my podcast. I don't sell them on the social media aspect or the decentralization or the censorship resistance. I just tell them I want to get paid, and it's absurd to subscribe to one dude's substack when you can pay roughly the same for every song ever recorded in human history. They WANT to pay me, but like most people have zero interest in getting out their credit cards and locking themselves into another subscription. Nostr is the way to do it, 25 or 50 cents a pop, no obligation. Regular listeners would rather pay than not pay. They get something out of being able to pay finally. This shouldn't be underestimated.
14-YO daughter went to a basketball tournament three hours away this week, had to sleep on the floor of an under-renovation old classroom, eat garbage food and play in three games while hanging out with people she had just met who had all known each other for years. Got home last night at 9, went to bed at 1 (she's on break), slept in. At 2:30 pm, I remembered she was home (had actually forgotten), went in and woke her up. Anyone's guess how late she would have slept had I not remembered.
Had a dream I was hanging out with Bill Gates and he was a personable and nice guy. Woke up and remembered I had at least one similar dream that I was hanging out with Hillary and got the same impression. Maybe it was a message from my unconscious not to despise people I don't know about whom I have only second-hand information, but my first thought was this might be due to subliminal messaging through some medium they've tapped into to mitigate the public response to learning about their misdeeds. Like they sent out a message that bypasses the conscious mind to make the public less hostile to them when the truth comes out. I don't know. I am paranoid enough to think it's possible.
Nice of the Netherlands to take one for the team, taxing unrealized gains. Serious FAFO.
Only two possibilities: (1) Pam Bondi is that much of an idiot and the Trump admin is completely tone deaf on how much most people, irrespective of political persuasion want action on the pedophile elites; or (2) The people implicated in the files are so powerful that the only way they can arrest them is with absolute unified insistence from the public on both sides, and he is purposely downplaying them in an absurd way to get his opponents to demand justice. I honestly don't know which it is, obviously I hope it's the latter, even if Bondi really isn't in on the game.
Base case is we're about to bounce big time because we never really had a bull market from the last ATH, especially when adjusted for inflation and especially when compared to gold.
And the real reason we had the dip was sellers front-running the top of the 4-year cycle which invalidated it. IOW, the second order effect of everyone knowing the 4-year cycle was to destroy the cycle.
But when it happened people thought, "Of course, it's the cycle" and expect a two-year bear. So they capitulated early, and the real bull begins as the macro environment turns inflationary and the fundamentals are better than ever.
Of course I could be wrong, but one thing I know for sure is all the clever people telling me it's a bear and breaking out their charts don't know shit, either.
Skate to where the puck is going, not where it's been.
