CapoBeach.sol

Long weekends are for bombing Iran 😉

WE IN AMERICA HAVE NO INTEREST IN BEING POLITE AND ORDERLY CARETAKERS OF THE WEST’S MANAGED DECLINE!

Prediction: The Supreme Court will rule in Trumps favor. Immediately after Trump will leverage extension of Obamacare subsidies and moderate relief on student loans to ram through a bill that sends a fairly substantial check to every working American making under $100k. Rough math: 85% of working population = about 140m people with a median income of $50k A 5% wage lift equates to roughly a $3.5k check per person or about $350b This is roughly consistent with the *projected* tariff collections Bessent claims he can collect Remember they have fully manipulated bond markets so that’s not an issue. Next Trump is going to do something unprecedented for a president and campaign into the midterms as if it was a presidential election. Elon will accompany him and spend more than he spent in 2024. They will bring up Kirk’s murder constantly. They will aggressively lean into fraud and use that as an excuse to withhold funds from states that are deep blue. They will tie together welfare fraud and remittances to terrorists in other countries. If they’re smart they will even send people a real check signed by Trump and then a monopoly paper check with a significantly higher amount with the caption: “This is how much you’d be getting if your state wasn’t paying for illegals welfare and healthcare”. And meanwhile real wages will be booming because all those data centers don’t have sufficient blue-collar workers and need to start raising wages. A 1GW datacenter costs $50b in capex roughly. Of that labor is roughly $4b which means there is a tolerance for higher costs at the margin. VZ oil will be used as an excuse to reverse SPR flows if needed to keep a lid on gas prices regardless of geopol vol and what happens in Russia or Iran. And slowly but surely odds of republicans holding the house will climb which in-turn will cement trumps control. Enjoy the weekend - we’re gonna run it so fucking hot 🫡

Ray Dalio about Bitcoin: "I have a small percentage of Bitcoin I've had forever, like 1% of my portfolio. I've said the same thing over and over again about Bitcoin. I think the problem of Bitcoin is it's not going to be a reserve currency for major countries because it can be tracked and it could be conceivably with quantum computing controlled, hacked, and so on and so forth."

Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call, that no one is really talking about. His words: “Actually, one of the things I thought, if we've got all these cars that maybe are bored, while they're sort of, if they are bored, we could actually have a giant distributed inference fleet and say, if they're not actively driving, let's just have a giant distributed inference fleet. At some point, if you've got tens of millions of cars in the fleet, or maybe at some point 100 million cars in the fleet, and let's say they had at that point, I don't know, a kilowatt of inference capability, of high-performance inference capability, that's 100 gigawatts of inference distributed with power and cooling taken, with cooling and power conversion taken care of. That seems like a pretty significant asset.” So basically, each car has ~1 kilowatt of high-performance AI inference capability, Tesla wouldn’t need to build giant data centers — the fleet is the data center. Tesla could turn their entire fleet into a giant distributed inference network, spread across the world, powered by the batteries and AI in the car already. Mind blown.

🇷🇺🇺🇦 RUSSIAN MISSILES ARE DODGING UKRAINE’S $1B PATRIOT DEFENSES LIKE A VIDEO GAME A retired Ukrainian general just admitted what Kyiv won’t say out loud: Patriot missile systems - the West’s crown jewel of air defense - are almost useless right now. Effectiveness has plummeted from 42% to just 6%, thanks to Russia’s upgraded Iskander and Kinzhal missiles, which now swerve mid-air, drop into steep dives, and confuse the interceptors. Ukraine has only a handful of Patriot batteries, gifted by the U.S, Germany, and the Netherlands, with each one costing roughly $1 billion. Now they’re struggling to stop missiles that basically juke left-right like they’re playing Madden. Last week, Russia launched a massive retaliatory strike, wiping out power across Kyiv and other regions. Zelensky blamed the fog and rain - but the tech gap is growing. Source: RT