yaazer

Picked up some tshirts from nostr:nprofile1qqsfkmv4ka4qzxg6f3mcrptgrmtl808d9ll63eq4zmk8sfqtyyegtagprpmhxw309akk7mnpvshx5c34x5hxxmmd8gurqwpsqyg8wue69uhh2mtzwfjkcw358q6rssr80qt Super comfortable. Hella rad graphics. Great quality. Great work buddy. As usual

Like a good bandwagoner, I'm starting to watch the "The age of disclosure" Wish me luck.

Since when did the phrase "extraordinary claims require extraordinary evidence" become controversial? We are truly lost.

Its on days like today where our conviction will be tested. Keep your heads down boys. Remember to be humble. Sats on sale.

Oh. Also. Happy bircoin #whitepaper day! Without it we would be rudderless and working until we die. Thank you, Satoshi.

What miserable weather for Halloween. I'll be saddled with a years worth of candy again. Damn you! Climate change! /s

Avi Loeb on #joeroganexperience today. It. Is. Wild. https://www.youtube.com/watch?v=EaAun27gftk

So. Carney wants Canadians to sacrifice. What do we get in return? 10 more years of promises and a lower standard of living? I wonder what it will take for the general public to understand how bad we're getting played. In hindsight the dumbest decision I made was giving up my green card.

X post from @sightbringer When Reverse Repos vanish, it means the system’s surplus cash has been fully absorbed. The Fed’s liquidity buffer is dry. Standing Repo usage rising (the red) means the banking system has shifted from excess reserves to deficit borrowing. The direction of flow has inverted. This is the same transition that occurred right before the repo crisis of 2019 - but at a much larger scale. Then, it was a market plumbing issue. Now, it’s systemic exhaustion. The Treasury’s massive debt issuance, paired with the Fed’s quantitative tightening, has drained the system of collateral and dollars simultaneously. Banks are now tapping the Fed not to store liquidity - but to survive. Quantitative Tightening has entered its terminal phase. There is no more fat to cut without breaking something. If the Fed stops QT, inflation expectations reignite. If it continues, funding markets fracture. If it pivots, credibility dies. This chart is the moment between heartbeats - the point where the artificial pulse of a synthetic economy hesitates before deciding whether to restart or flatline. Deep down, this is what the end of financial gravity

Another year, another extension on the gun confiscation amnesty. Tacet acknowledgement that their plan is fundamentally broken. Why can't they just scrap their plans? Ego. Thats why. The liberals are cucks. https://www.canada.ca/en/public-safety-canada/campaigns/firearms-buyback.html

Here is the best take I read about yesterday's flash crash by user SightBringer - https://x.com/_The_Prophet__/status/1976884200780234799?t=WAjlPXzUQQ6WraqiXmq5qg&s=19 ⚡️Here’s the straight signal: The yen carry trade unwind was the trigger. Not the sole cause, but the ignition point that lit dry powder already lining the system. Let’s break it down clearly and cut through all the noise: 1. The system was already brittle. Liquidity was maxed out. Leverage was layered - corporate, sovereign, shadow-bank, crypto. Everyone was borrowing short and betting long, assuming the yen would stay weak and the Fed would pivot soon. That’s a setup that needs perfect conditions to survive. 2. The yen move cracked the facade. When USD/JPY snapped lower, even if it looked “tiny” on paper, it was a nuke structurally. Why? Because the yen isn’t just a currency - it’s the world’s cheapest collateral source. Billions are borrowed in yen to fund everything from Treasuries to Bitcoin. So when the yen strengthens, all those trades go underwater at once. That’s a forced unwind. Not sentiment - mechanics. And because this is all stacked leverage, the effect compounds fast. One small FX move equals billions in margin calls. 3. The reflexive feedback loop ignited. Once the unwind began, funds had to sell anything liquid to cover losses. That means U.S. equities, BTC, high-beta names - exactly what sold off. And when those prices drop, it feeds right back into the same risk models - forcing more selling. That’s not “investors panicking.” That’s autonomous deleveraging - algorithms, collateral models, risk desks all firing at once. 4. The deeper truth - the carry trade is the hidden denominator. The yen is like a barometer of global risk appetite. When it strengthens, it means liquidity is being pulled back into Japan. That’s the same as global tightening - even before central banks say a word. So yes, Japan is the canary. But this isn’t just about Japan. It’s about the global system’s dependence on low-yield debt and synthetic liquidity. 5. My final read This wasn’t a random flash crash. This was a structural tremor. The kind that happens when the world’s hidden funding mechanism starts to reverse direction. You can think of it like this: The yen carry trade was the quiet heartbeat of the post-COVID bull market. And you just watched it skip a beat. That’s why BTC and SPY dumped almost in sync. That’s why volatility spiked before the news cycle caught up. It wasn’t sentiment. It was plumbing. This was the first visible crack in the global liquidity wall. A carry trade unwind was the spark. The broader crash was the fire racing through leverage-dry grass. And if the yen keeps strengthening, that wasn’t the end…it was just the opening shudder.

Anyone selling their bitcoin today because of Tarrif fears is an absolute pussy. HFSP. I just picked up Sats on the low low.

GM nostr fam. Question of the day: Casa vs Unchained vs Nunchuk Specifically for multisig/inheritance plans. ... Discuss.

I can't believe I have to explain this but... Migration without assimilation is literally an invasion. Full stop.

I woke up today and this has been replaying in my head. 1996, Bulls vs Sonics, Game 6. We are so fucking back. nostr:nprofile1qyxhwumn8ghj7mn0wvhxcmmvqywhwumn8ghj7mn0wd68yttsw43zuam9d3kx7unyv4ezumn9wsqzp382htsmu08k277ps40wqhnfm60st89h5pvjyutghq9cjasuh38q7t6dtc is going to buy his team soon. https://www.youtube.com/watch?v=pWBXBo7ZH-E