Albert 🇧🇧
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Albert 🇧🇧 retweetledi

Mainstream US media is proclaiming the political and strategic defeat of Trump by Iran.
While claiming the US has "battered" Iran's military – despite Iran's 54th launch of True Promise today and continued hammering of US bases – WaPo declared today that "two weeks of conflict have not achieved the broader aims" of the war, from regime change to denuclearization.
Worse for Trump, he has found no means of opening the Strait of Hormuz, deepening his own personal Suez crisis. His strategic folly has forced 32 nations comprising the International Energy Agency to release their strategic oil reserves to stave off further ruin to the global economy.
Trump has pivoted from attacking the British government to pleading for Starmer to send ships to open the Strait. He's also begging China for naval help. But China is extracting crucial benefits from the war: the US repositioned THAAD systems from South Korea to the Middle East, and Iran has announced that ships can transit the Strait provided they trade their oil in Chinese yuan. Russia is also making gains from the war Trump launched, such as the lifting of US oil sanctions, allowing it to draw revenue which it can invest back into the Ukraine war.
"Iran still has cards to play" is WaPo's way of saying that Iran holds all the important strategic cards. Tehran currently has no reason to accept a unilaterally declared ceasefire, and can continue plugging away at US bases from Bahrain to Iraq – where the US just issued a full evacuation for all Americans.
In a March 13 interview with Fox's Brian Kilmeade, Trump sounded weary, slurring his speech as he branded Iranians "sick people" with bad "genetics." But those the president smears as inferior now appear to control the timing of his demise.

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Albert 🇧🇧 retweetledi

There will be no way to quantify the excess deaths caused by the US regime’s energy siege on Cuba
But death, hunger and deprivation were the intended effects of the policy
Trump and Rubio are destroying Cuban schools and hospitals without bombs
Acyn@Acyn
CNN: Breaking news. Cuba's electrical grid has suffered a complete and total collapse. This is according to the country's power operator. It's the first nationwide blackout since the US effectively shut off the flow of oil to Cuba
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Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi

They will never get over the Haitian Revolution because they know what it represents. It’s a stain in their memory that the empire refuses to forget. That is why they have been punishing Haiti for centuries. Enslaved people defeated an empire.
AJ+@ajplus
Haiti was forced to remove an image of revolutionary leader Toussaint Louverture from its Winter Olympics uniform. But designer Stella Jean, kept an image of his horse as a reminder of the slave revolt he led against France.
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Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi

Gen Z... before you buy Bitcoin, you need to understand this critical mistake that most investors make.
Do not think you can outsmart the money printer.
In today's episode, I sat down with @jameslavish to break down:
❌ The "Age of Debasement" isn't a theory. It's the mathematical reality of your savings melting away
📉 The Debt Spiral: Why the $38T bill forces the Fed to print forever.
🌍 Dedollarization: Why the world is quietly exiting the US Dollar.
🛡️ The Solution: How to survive the "Silent Default" with Bitcoin.
Stop playing a rigged game. Learn the new rules.
YT in replies 🧡
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Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi

In laymen’s terms: it’s over.
The white folks in Louisiana sued saying b/c most Black & Latino people vote Democrat here, redrawing districts to represent us discriminates against them b/c they vote GOP almost unilaterally.
When they rule, EVERY SOUTHERN STATE can redraw ANY majority minority district to favor Republicans/whites.
With Section 2 of The Voting Rights Act gutted, there will be no voting our country out of this. The Republicans will control the government for at least a generation if not indefinitely.
It’s a complete takeover of the United States of America by a fascist government.

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Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi

We are in a bubble, and the most parabolic leg is approaching. The true fireworks will be next year but this Q4 we shall get a taste.
This bubble is fueled by twin narratives: debasement and AI. What is especially potent about these stories is the way they operate on fear, not hope. You NEED to buy gold/BTC to avoid getting your net worth debased away, and you NEED to have AI exposure to offset your future loss of labor market value. As we all know, fear is a much more potent driver of behavior than hope or even greed. These narratives are well known amongst the investing class but they have not yet become prevalent across society at large. I am confident that we will get there.
There is also a lot of investor capital that still hasn't reflected these views yet, especially bureaucratic real money funds such as pensions and endowments being slow on the debasement trade.
We have the Trump admin shifting in a pro-cyclical manner, leaning hard into the bubble, and ready to step on the gas ahead of the midterms.
1. Trump Fed Hijacking: Channel of action is straightforward, rate cuts, and then yield curve control to offset the bond market fallout and stimulate housing. A momentous catalyst. The mechanics of how he can pull this off are complex, and I have already promised a detailed post on this. Most likely this will not happen until May of next year, and will be the driver of the final, most parabolic ascent.
2. Treasury Bills Shift: By shifting USG debt issuance towards bills, this helps long-dated bond yields fall, a form of stimulus since it pushes capital into riskier assets. Treasury bills, having less duration, are a less risky form of asset than long-dated bonds, so they soak up less risk appetite.
3. GSE Balance Sheet: Unlock GSEs to lever up and buy mortgage bonds, lowering mortgage spreads over treasuries, and stimulating the economy through more purchases and refinancing. Trump, as a real estate guy, is very sensitive to that sector of the economy, and wants to get it going.
4. Stimulus Checks: Goes without saying how bullish this is, direct gambling money being airdropped into every US person's bank account. This will be attempted as part of a future budget reconciliation bill. Trump will strongly want this into the midterms as it satisfies the masses, but deficit/inflation hawks on the R side will push back. Decent odds that Trump will eventually prevail given his ironclad control over the party.
The economy is not robust, but it is chugging along, floated by AI capex. All things considered, it has absorbed the tariff headwinds pretty well. It is definitely a two speed economy, with real world businesses and the average consumer not doing great, but the high end and asset owners are soaring.
This is an environment where you want to stay long over the next 12 months, but you should be thoughtful in shifting portfolio composition between gold, BTC, and stocks. As I've mentioned before, my base case is a strong Q4 for BTC, then a sharp downturn as the 4 year cycle debate must be played out in the markets, and finally a rebound that leaves doubters in the dust. This is going to be a thrilling time, keep your eyes on the bigger picture, stay bullish but grounded.
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Albert 🇧🇧 retweetledi

Yesterday, $3M was raised in under an hour for one @MetaDAOProject.
The project, Umbra, is built on @arcium and brings encrypted and compliant privacy to Solana DeFi.
Here’s everything you need to know 🧵
— — —
► What is Umbra?
Umbra brings private transactions to Solana’s DeFi. It lets users send and swap tokens without exposing wallet details or amounts.
Built on Arcium’s encrypted compute, it keeps data private while preserving @Solana’s speed and composability.
Core Features:
➤ Confidential swaps and transfers
➤ Developer SDK
➤ Compliance-ready design
➤ DAO governance from day one
—
► How It Works
Umbra enables private transactions through encrypted execution on Arcium.
Workflow:
User → Encrypted Transaction → Verification → Settlement
➤ User: Starts a private transfer or swap.
➤ Encryption: Data stays hidden from start to finish.
➤ Verification: Arcium validates without revealing data.
➤ Settlement: Finalizes on Solana with full speed and composability.
—
► Roadmap
Umbra doesn’t call this a roadmap, but a build plan focused on tangible delivery. The team aims to ship core features within six months after the ICO.
Upcoming Milestones:
➤ Private Swaps: Privacy-preserving swaps inside the Umbra app.
➤ Umbra SDK: Integration tool for wallets and dApps to add on-chain privacy.
➤ Zcash–Solana Bridge: Unlocking $ZEC liquidity for Umbra’s privacy pools.
➤ Updated UI: Simpler interface for faster private transactions.
➤ Mainnet Launch: Aligned with Arcium Mainnet Alpha.
—
► Token Sale
Umbra’s ICO runs on MetaDAO’s futarchy model until October 10, linking market outcomes directly to governance.
Key Details:
▸ Platform: MetaDAO
▸ Target: $750K
▸ Raised: $8.3M+ (1109% of target)
▸ Price: $0.075
▸ Token Supply:
• 10M ICO
• 5M liquidity (2M paired with 20% of funds)
• 13.5M team and backers (performance-based unlocks)
▸ Governance: All liquidity, funds, and mint authority transfer to the DAO after the sale.
—
► Wrap Up
Umbra closes one of DeFi’s biggest gaps in privacy. Its dual revenue model of protocol fees and SDK monetization builds sustainability.
Fair tokenomics, DAO-first governance, and Arcium’s secure infrastructure make Umbra a key step toward private, composable DeFi on Solana.

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Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi
Albert 🇧🇧 retweetledi














