I don’t know about you , but I think it’s pretty wild to watch the post-WW2 geopolitical and financial world order fragment and reorganize in real time. 👀
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DrJeff@primal.net
npub1k7vk...c04l
Through Jesus Christ:
Do justice.
Love mercy.
Walk humbly with your God.
- Micah 6:8
Ozempic is the new Prozac.
John 14:27
[27] Peace I leave with you; my peace I give to you. Not as the world gives do I give to you. Let not your hearts be troubled, neither let them be afraid.
- Jesus of Nazareth
Based on the amount of comments (primarily on YouTube) that I am a "moron" who should "stay in [my] lane" and not discuss geopolitics because I am "way out of [my] depth"...
I would recommend that such folks take some time to actually read the National Security Strategy of the United States of America, which was published by the Whitehouse in November 2025.
Afterwards, if you would like to have a civilized discussion about my misinterpretations of the Trump administration's geopolitical and military actions/intentions, I would be amenable.
Here is a link for your ease:
https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf
Another quarterly Mastermind banger with @preston , @HODL , and @npub1s9z7...nszc ⚡
We discussed:
- Venezuela
- Taiwan/China
- Restructuring of the geopolitical world order
- Semiconductors
- Elon Musk's predictions
- The Clarity Act
- US Treasury yields
- Jerome Powell
- Bitcoin
How different forms of "money" actually work over time:
Government fiat currency: Pay more, get less.
Gold: Pay about the same, get about the same.
Bitcoin: Pay less, get more.
--------
Choose your savings vehicle and financial ruler wisely.
Silver looking the most technically overbought at the moment.
Time for market participants to rotate?
🤔


A fantastic and highly troubling article by Craig Tindale.
Strong recommend.
Shout-out to @Luke Gromen for the heads up to read it.


THE HARD BIFURCATION: The Convergence of Financial Liquidity and Physical Insolvency
January 6, 2026 Subject: Unrestricted Warfare in the Era of Stateful Existential Friction
Reality is starting to bite.
“While the West financializes deficits, rivals industrialize surpluses.”
- Aris Roussinos
“The marginal cost of intelligence is trending toward zero.“
- Dr. Alex Wissner-Gross
Suspected US foreign policy "interests" for possible/probable intervention (in no particular order) by 2028:
1. Venezuela ✅
2. Colombia
3. Cuba
4. Greenland
5. Panama
6. Brazil
7. Manitoba/Saskatchewan/Alberta
8. Guyana
9. Nicaragua
10. Bolivia
11. Multiple Caribbean island nations
I don’t come here as often these days, but it’s sad to see the rapidly rising large number of imposter accounts here on nostr.
Yet another reason to spend less time on social media.
In case you haven't noticed yet, Central and South America are the new Middle East for US diplomacy, economics, and military action.
Much more to come, I'm guessing, in the Western Hemisphere before 2029.
My 2026 bitcoin price guesses (in USD terms):
Average price: $145,000
As high as: $700,000
As low as: $50,000
(Just my guesses. Never individual advice.)
For investors:
“Don’t fight the fiscal stimulus” is the new “Don’t fight the Fed.”
We are all geopolitical analysts now.
Bitcoin and AI are both competing for the same, limited electrons in the Western Hemisphere.
In 2025, AI is winning the electron race.
Bitcoin and AI are both competing for the dwindling purchasing power of fiat currencies in the Western Hemisphere.
In 2025, AI is winning the purchasing power race.
--------
2026 promises to be interesting. 🍿
Status update:
Bullish on accelerating Congressional borrowing and spending in 2026.
🐂🤡🌎
I’ve just been informed that some people still read the newspaper.
Please confirm.
Some guesses for 2026:
1. The Federal Reserve will lower the fed funds rate below 3.5%...
2. Which will spur economic growth and inflation...
3. Which will cause the long end of the Treasury yield curve to rise towards and above 5%...
4. Which will be unacceptable to Wall Street and the current administration...
5. Which will induce the Fed to begin yield curve control...
6. Which will cause material weakness in the US dollar...
7. Which will lead to further currency debasement...
8. Which will become fodder for large increases and volatility across risk assets.