Sam.rektᵐᶠᵉʳ

The 4 year cycle crypto bottom is in front of us... You can quit or you can get on board for the next cycle! Been there, done that! Choose wisely 💎🐸👻

@RaoulGMI @nonebutbiz You woke up and chose violence, I like it

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world... The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore. The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with. It’s a 20th century answer to a 21st century problem and it’s broken before it even starts. Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture. Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest. The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed. Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves. And it’s not just agents... Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions. Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate. So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust. Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it. Which brings us to the actual answer to the Economic Singularity… Universal Basic Equity. Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose. Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love. Abundance of goods and services from AI handles the cost of living. Taxing data center electricity use solves the tax issue. Four legs of a stool that holds up the post-singularity human world. So… just buy the fucking tokens. Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come. Crypto is going to $100trn in the next 6 to 8 years and well beyond that after. You can choose to invest in your own economic disruption, or get left behind by it. And if you’re worried about timing the cycle… …adjust your time horizon. This is humanity’s pension plan. It's all so absurdly fucking obvious...

@GeoMetric_9 Great geo, appreciate the work! Really looking forward for the next phase (optimization for trading), any timeline?

Whop Members Notice: Part 2 of the Katana Framework on Capital Preservation has now been released. You will find the PDF in the “Katana Framework and Indicator Guides” section. The guide covers two strategies and is intentionally concise, around 10 pages with an estimated reading time of under 30 minutes. The strategies themselves are simple and straightforward. I strongly encourage everyone to read it, especially those who are newer to trading and investing. You may not fully align with everything immediately, and that is completely fine. Over time, there will be opportunities to bring your portfolio in line with the framework. If followed properly, it should at the very least help you avoid the kind of large drawdowns that set most participants back, while ensuring exposure when it matters the most. In the next modules, we will shift focus towards more optimised strategies aimed at maximising gains through swing trading, momentum trading, and lower timeframe scalping. But everything starts here. The Master Strategy should be treated as the foundation for everything else we do. Hope you find it useful, and I would appreciate any feedback once you have gone through it.

@stackhodler C est l IKEA d aubonne vers le bas, sympa le coin, tu vas au golf de bougy?

Haven't been sharing much macro / investing stuff on here since nobody wants to read bearish takes And I've been mostly bearish since late last fall. But someone asked for my current thinking so here it goes: My daughter will be born any day now. Protecting my family's capital and navigating this fourth turning has been my number one priority since my son was born two years ago. I have been laser focused on making sure baby girl and her big brother are taken care of. And that mom is blissfully unaware of the unfolding chaos. But I can only do things that are in my control. Scrolling the timeline and getting worked up about every tit-for-tat escalation is completely useless. So what have I done instead? The majority of my portfolio has been in Swiss Francs and physical gold since late last fall. I shared my bearish thinking then. It was very hard to sell. But with my family's well-being guiding my decisions, my gut told me I had to. For the first time since going all-in on Bitcoin around $5K in March 2020, BTC makes up a minority of my holdings. And I'm still in no hurry to re-deploy. I've moved my CHF into the most stable Swiss banks in existence with unlimited state guarantees. I moved my physical gold into high security non-bank safety deposit boxes, along with some physical CHF. And besides some energy-related equities and some QQQ puts... I'm being patient with my family's capital. The closest I have come to buying anything was some arable land with a fresh water source in France. But I'm not keen on tying a large chunk of capital to the fate of France. We have a private credit crisis, a global sovereign debt bubble, the worst energy crisis in history, and potential WW3 breaking out. Global yields just began breaking out in a major way last week. Equity indexes have been incredibly complacent given the circumstances. If you think you're late to react, IMO you're not. I see massive complacency. People forget that the world can actually turn into a very chaotic place. We have been living in abnormally peaceful and prosperous times for our whole lives. Everyone is conditioned to expect TACO, v-shaped recovery, etc. But I think that changes this week. Especially if we pass Trump's 48hr deadline and all parties follow through on their threats to destroy more critical infrastructure. Maybe this is peak fear. Maybe we walk back from the brink and stop the bleeding. (not that it solves the private credit or sovereign debt crises btw) But as a steward of my family's capital, wealth preservation remains a far bigger priority for me than incremental gains given the circumstances. I have long written that I expect either the Great Debasement or Great Depression 2 in the 2020s. But perhaps we get both. In my estimation, Great Depression 2 is now far more likely than it was just a few weeks ago. I.e. everyone getting poorer in real terms due to skyrocketing energy costs, people losing jobs, and people defaulting on debt en masse. The assumption that central banks can simply print us out of this crisis is a dangerous one. Sure they may print. But they cannot print oil. They cannot print jobs. They cannot print energy infrastructure. They cannot put the AI genie back in the bottle. A serious supply crunch of oil can only be dealt with by allowing demand destruction. Printing money does the opposite. Printing money into a supply crunch of oil / nat gas is basically destroying the currency on purpose. Which may very well happen. But that brings the legitimacy of the Central Banks into question, so will they deliberately destroy themselves? We ignore these constraints at our own peril. As yields start moving higher, I am braced for a deflationary "correlation to 1" moment. I have a shopping list of quality assets ready to go (including BTC) and I will deploy capital once I see how the central planners decide to react. Beyond investing, I've stocked up on a years worth of critical supplies. My home is filled to the brim with diapers and formula. I've done all I can to prepare my family. Now it's time for a long ski erg and a sauna session to make sure I'm in the best mental state possible for baby girl's arrival. The timeline is un-scrollable right now. Just a massive doom fest. Take action. Do what you can to prepare. But don't forget that the world is still beautiful. And the best things in life have nothing to do with money. Time with family, pushing yourself physically in nature, a little bit of morning sunshine on your face... If you have the ability to enjoy those things today you're already wealthier than you realize.

@ChartingGuy Bold

Simple feature but help greatly

@Cbb0fe @AzFlin How is your silver arbitrage going? Looks quite profitable

@AzFlin Equity perps is the way to make it in 2026 imo

is anyone on here making money if so, how

@GeoMetric_9 Half of CT

Whose bright idea was 40k $BTC bottom in October?

@Cbb0fe Set your quant didn’t see coming the oil spike last week…you took a huge hit, hope you are recovering well

My quant is telling me that a covid-like crash is coming next week CBB Cartel is ready to ape

@ChartingGuy Yep next week

@chrono_chartist @Jackie46135694 Will say 20 to 27th March is the generational bottom opportunity of this cycle but anon still calling 30k based on 2022 fractal, ngmi

I will put out a date as soon as I see what I need to to start my count, at this point its still aorund the 18th of March but its taking few days longer- also to be expected- so most likley around the 22nd for the low before up and then gotcha as the gotcha moment will only be realized when these levels break to the upside again

Respecting probabilities does not mean to have no stance of conviction in one. You see 2022 fractals? Good. So does everyone else who believes they know when btc will "bottom" out. Now watch how btc mimics price to the degree they think until it puts in the Div..and say -GotCha-

@captain_kole Kole is back, goat

Thanks for playing. Kole World.

@chrono_chartist Send it

Mmm that smells like the bull divergence coming on that we have been waiting for. 😉

@ChartingGuy Really close

@danielesesta Send it chef

Prediction markets promised to be the internet’s truth layer. A place where money, not opinion, determines what’s real. Then every single one of them put a company in the middle. That bothered me for a long time. So we built Pandora. 🧵 Here’s why it had to exist.

@ChartingGuy Same same…narrative flip soon

@ChartingGuy Can’t wait to after March 3rd

@Osemka8 Yes and it was an easy call, not saying we will get another one but if, long your longs

@rektOracle There has only been one 1W bull div at big bottoms on BTC. In 2022

There has NOT been a single $BTC bottom where we haven't had a bullish RSI divergence on at least 1D TF. ATM we don't have one. So if this here is a bottom, it should still take time to form and would be perfectly FINE if we go and take out the current low. AFK, showing charts tomorrow

@Trader_XO Ser Hopium needed

$BTC So when does this go parabolic....

@log1_053 They are all out touching grass before October and buying back a 10k

Engagement is seriously low last days, groupchats are quiet af too. We still here fam?