Enjoyed your note and couldn’t agree more the machine is scrambling. Spending millions to take out one Shahed drone. Not sure in practice but on paper at scale the laser beam defense systems from Elbit or others could help in defense against the asymmetric warfare. Upfront costs $80-300m but each shot is <$5. That being said these devices can’t be everywhere at all times but could be placed at important defense and civilian infrastructure. In the interim Ukraine drone interceptors are similar cost to the Iranian Shahed drones. The likely outcome is continue to prop up the existing MIC while additionally funding next gen defense manufacturers. Just have to point to the Trump-class Golden Fleet announcement. Bigger budgets = more taxes. The cat is out of the bag that the equation has inverted with the navy, at least as of right now, has not been able to control the Strait.

Found myself in NYC this week. Had to make a pilgrimage to @PUBKEY food was great, and the staff was excellent. Got to pay over lightning using @strike ⚡️

Fourth Turnings are tricky.

2025 Book List The Big Print by @Lawrence Lepard ✅✅✅✅ The Blockchain Wars by Evan McFarland ✅ Broken Money by @Lyn Alden ✅✅✅✅ The Changing World Order by Ray Dalio Debt: First 5000yrs by David Graeber Diaspora by Greg Egan End The Fed by Ron Paul ✅✅ End Times by Bryan Walsh ✅✅ The Fourth Turning is Here by Neil Howe✅✅✅ How to Heal Your Metabolism by Kate Deering ✅✅ Kill Decision by Daniel Suarez ✅✅ Longitude: The True Story of a Lone Genius Who Solved the Greatest Scientific Problem of His Time by Dava Sobel ✅ Lords of Easy Money by Christopher Leonard ✅✅✅ Lords of Finance by Liaquat Ahamed ✅ The Price of Tomorrow by Jeff Booth ✅✅✅ The Storm Before the Storm by Mike Duncan ✅ When Money Dies by Adam Fergusson ✅ You Will Own Nothing by Carol Roth ✅ The number of ✅ is directionally my personal scoring of the book on a number of different factors. Scored them all at the end of the year based on gut remembering of the book. #bookstr

Has anyone made a bitcoin companion app/wallet/website for kids? @Tuttle Twins TV, and a number of Bitcoin kids books are helpful onboarding them to the concept but then the tools get very technical. @COLDCARD Blockclock + OpenDime seem like a good way to watch NGU with their stack especially away from a screen. @mempool is visually pleasing. Wondering if anyone has used any existing app or device in a way that has engaged their children in the #Bitcoin? Collecting coins is very in a piggy bank is very tangible and satisfying but we all know the problem with that.

A little surprised we are not seeing more discussion about Marines being deployed domestically in the US to support in civilian peace keeping efforts. #Marines #LosAngeles

GDP is going to soar because it is because the math is changing.

There is a lot of talk out there about Bessent’s recent comments about growing GDP faster than the debt. A lot of people are saying that means “the printer is coming” and inflation is going to rise. I do not disagree with that. But it is worth thinking about other “creative” ways that the admin can make GDP grow faster. All we have to do is look to Lutnick. He gave us a hint when he was in the “All in Podcast” a few months ago and in Fox News where he talks about changing the calc for GDP removing “non-productive spending.” Which in theory would lower GDP BUT he talks about changing “expenses” or something. Just saying that like admins in the past they will likely get creative before they do “the hard thing.”

EU Weighs Cutting 20 Banks From SWIFT in New Russia Sanctions https://finance.yahoo.com/news/eu-weighs-cutting-20-banks-070353234.html #Mandibles

You can just lower your heart rate. #whoop #rhr #breathing

@Lawrence Lepard enjoying the book but couldn’t help myself when I saw this. “They fucked with the money. Dead ass, bro.”

100 pushups since 100k #100pushups

100 pushups since 100k #100pushups

100 pushups since 100k #100pushups