Coconut

@LynAldenContact I ordered a couple days ago, arrives tomorrow!

I'm not naturally talented on fiction prose. I just really, *really* respect my reader's time and attention to make it immersive, and put disproportionate effort and autism into every single sentence to optimize your visual clarity, emotional impact, and dialog realism.

The truth behind this is that I studied fiction prose quite extensively, since I knew that was my weakness ahead of time (relative to story, characters, etc). I'm an engineer/financier, not an English major. So I focused heavily to turn that weakness into a strength. 🧵

@Architect9000 Booths, congrats!

My God they are gonna build a new NBA arena 0.8 miles from my multifam project. 🙏

@6529er gm

gm

@Architect9000 @BehizyTweets Europe is so adorable.

French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change initiatives. LOL.

@Architect9000 Not a Tesla question, but curious on current AERO thoughts. Exploring the iAERO option as well but I really hate adding layers of contract.

Still can't fathom how $TSLA is 3x more valuable than all the Chinese car companies combined. And that's a generous sampling considering some like Xiaomi make most of their money in other markets. ngl I'm rooting for Optimus, just not betting a trillion on it given the comps.

1/12 Frame by frame breakdown of this MURDER shows ICE is lying! -ICE had ALREADY disarmed the man before shooting. -The man NEVER drew his gun. At the 0:06 second mark we see the man’s hands on the ground covered in large gloves. His hands are empty.

This thread is now being down ranked. Please do your part in retweeting it. It contains frame by frame analysis from ALL the videos we’ve seen today, showing how ICE murdered this man. It is important people see the truth! 🫡

@adamscochran @RepJeffries What a generation of cucked democrats we have. These are the weak men who create hard times.

Hey @RepJeffries, Shut the hell up. You’re blowing hot air. You aren’t even pushing your caucus to fight the ICE funding. You’ve done nothing to hold DoJ accountable for failing to deliver the Epstein files. You’re all talk and not fit for this moment.

@DCinvestor Gm

testing something gm

@adamscochran It's carrying the one man who can identify Keyser Soze

We’re not going to get an honest answer. Trump chased it because he thought it was oil. When it ends up being either an espionage vessel or illegal arms supply from Russia, the news will quietly get buried or explained away as oil. But, the amount of oil that vessel can carry is not worth a two week chase and Russian escort.

@Architect9000 Thanks for the write-up. Was doing some planning today and was curious where you stood.

The lack of a year-end rally in an up year is the market telling you something. I believe equities and crypto are in for a brutal open to the year. Despite that, 2026 will have plenty of opportunities. These are my favorite themes and how I expect things to play out. TLDR: get long, '26 will be the year when "cash is trash" goes from thesis to trend. Secular USD Bear Market Confirmation The dollar made an expected year-end reversion. What was unexpected was the move's weakness. $DXY to 103 was the base case until the EU started signaling more hawkishness. Dollar weakness dominates my thinking for the year ahead. We'll finally see $BTC hit $150k, material movement in US reshoring/reindustrialization, and huge opportunities in emerging markets and base metals. Just don't expect that immediately because... Rate Cuts are Underpriced And that is bearish. The dollar's year-end rally coincided with real rates rising. Inflation was falling faster than rate cuts. Q3's strength came from AI and another wave of tariff-induced demand pulled forward. The rest of the economy wasn't doing hot, and that will show up in Q4 numbers over Jan. I expect Q1 will see the dovish cuts get priced in as well as downward earnings revisions. After the ensuring trough, I see 18-24 months of bull market as a mini-cycle gets brute forced via credit and global flows. Buy the Dip Sentiment probably goes from bad to worse in January, but don't let that get you down. In a downturn, the US government has a way of getting its house in order, and that should be doubly true in a midterm year. Despite the ACA standoff, I expect to see a budget passed before mid-Feb. February and March will see consumers lavished in big tax refunds and Trump bucks tariff checks. Combined with 4 cuts getting priced-in, a peak in real rates, and rapidly improving credit, a painful January will be soon forgotten. Time to Party The fiscal and monetary environment signals we see today in terms of FX, global rates, and liquidity tend to coincide with explosive markets. Every bubble must start with sufficient FUD to ensure enough people are sidelined early to sacrifice at the top. By mid-year, markets go euphoric as politicians begin their bombastic over-promising and the reality sets in that budget deficits will never fall. Tactical Thoughts My favorite areas for 2026 are EM tech and base metals, most easily expressed via $EEM and $DBB. $EEM is a wonderful mix of Chinese tech, Korean memory, and EM banks that hits all my high notes for tech and dollar themes. Space stocks will be the quantum of 2026. I've got some favs, but I think you can pick almost anything and do well. Both Western and Chinese retail social sentiment is converging at a time where major IPOs will debut. When narrative, amplification, and undefined TAM meet, moves get measured on log scale. Don't get too distracted by AI hardware bottleneck plays. Prefer AI opportunities that create new market opportunities or have immediate monetization paired with high growth. Bottlenecks are another form of catch-up trade where value investors try to rationalize high future earnings potential. In a bubble, "unlimited" is the math you want. The only AI catch-up trade I like is China's subsidized HBM play, the $CXMT IPO. There's no shame in taking lay-ups with $GOOG and $BABA. Crypto will get smashed in the face with legislative approval and a flush Western trader in 1H26. Some exposure to $COIN, $BTC, and $ETH is mandatory but wait for lower prices. These positions are mechanical expressions of falling real rates and USD. I especially like Citrini's trade idea of pairing $STRD as a short pair against $BTC. Other frontier tech is attractive too. I like BYD in energy, Xpeng in robotics, Toyota and Geely in mobility, ACM Research in fab, Wave Life Sciences in pharma, and Prime Medicine in biotech. I'm avoiding most value plays this year, especially if they don't have big cost-side opportunities from AI. I'm not convinced long rates will come down enough for that to be a major tailwind and retail flows will dominate mindshare. This also means I prefer commodities over their producers. Lastly, I think Defense stocks writ large have entered a long-term secular bull market. Drones have changed the game and the entire military requires modernization. Throw in a soft Cold War with China, more regional conflicts, and overlap with growing space & sea domains. These are a safe-haven area for me as government spending is both growing and guaranteed.

@adamscochran @pappybest I really appreciate all your investigations. So sad that the “free press” doesn’t do a fraction of what you’re doing.

@pappybest I don’t believe in conspiracy theories either, and 2 years ago thought Epstein committed suicide. Now I’ve written more threads than anyone on the inconsistencies surrounding his death, and what seems to be a cover-up! 😅

This is a must read. I don't believe in conspiracy theories, but this is simply wow!!

@Architect9000 SBF in tears he didn’t get to fleece his customers this way. Though TBF he did more than enough fleecing!

Finally something that hasn’t been leaked. Coinbase is building an AI financial advisor as one of their new product initiatives.

Follow this thread for updates from the Coinbase System Update event starting at 1pm PST. Tis a dreary day in SF and in crypto, let’s see if we can find some upside.

@Architect9000 @omarsar0 Also seems unlikely every company will have the chops to oversee agentic development of all the SAAS they use. Not the core skill set for most, even if it’s now easier. Wonder if one path is the large guys developing mini-SAAS environments where you roll your own within it

Like his thoughts on where moats remain, but I don't really buy the argument that the cost of building/maintaining software will/has dropped 90%. Think about the non-coding components holistically. Even for the engineers themselves, a good one is rarely coding 50%+ of their work hours (unless they are doing truly replaceable work). There'll definitely be pricing pressures. Most SaaS is a codified agentic workflow. Prices will become more correlated to the equivalent token cost of agent replacements. The more workflow embedded in a SaaS and the more people it touches, the more pricing power they will retain.

This is happening mad fast! I started to realize this when moving all my workflows to Claude Code Skills. Painful at first, but then suddenly moving at speeds never imaginable. I hear more companies embracing skills, which accelerate things more. Good read!

@Architect9000 I remember using my roommate’s computer to access Prodigy around ‘93 or so. Also remember that kicking off what turned out to be the decade-long battle of the person wanting to use the phone vs. the guy on the computer tying up the line!

In the early '90s, Sierra On-Line's ImagiNation had the world's first online graphical MMO, FPS, and poker game. This was so early that even the term "online" hadn't become a formal word. Bill Gates played cards in CasinoLand between squashing bugs on Windows 3.1. ImagiNation was a premium experience at a time when the Internet was mostly text-based. Beyond the $13/mo sub and add-on costs, users had to pay $3-$6/hour for a dial-up connection. This period overlapped with the introduction of the 14.4 kbps modem. Nascent online experiences like BBS's and ImagiNation combined with rapidly improving connection speeds was the spark that would eventually end in the Dot Com frenzy.

@Architect9000 That’s crazy!

like how is this much coincidence even possible... is this a simulation

I just learned the most INSANE revelation about my life story. The software architect that mentored me at my first real engineering job for years... 1. was also the sysop of the 16-line BBS where I started learning programming when I was 10 years old 2. was a judge at the Alabama State Technology Fair the year I won 3. and sponsored the user group where I first learned about crypto He's been the invisible hand behind my whole life.

@punk6529 Nano Banana gets it.

Blackrock & SEC (daily): We are going to tokenize the sh-t out of everything! It is all going to run on-chain! It is going to be in your 401(k)! Some of you: Pass the smelling salts! Avert your eyes! A collector has heard the word "NFT" and is about to faint from fear.

@Architect9000 @EGalaxyExplorer @TheMattViera I'm mid-50s and it's incredible how much difference in safety margin or spend rate you get for each extra year that is earn instead of burn.

@EGalaxyExplorer @TheMattViera or you can just work until 55 and that number drops a bunch

My attorney friend is expecting a ~$1.7M windfall. She & her husband are in their mid-40s with no debt, no mortgage, and ~$700K already invested. She wants to quit practicing law to travel. He wants them to work 2–3 more years to increase their nest egg. What’s your advice?

@Architect9000 @andrewt3000 Certainly incredible as learning aids. Tackled Tableau this year and the learning curve and problem solving is incredible with AI help.

@EthCurious @andrewt3000 I still think you need a quality engineer to develop almost anything that isn't completely trivial. These tools simply aren't good enough for non-experts, but they can be great if used as learning assistants to teach yourself.

I have confirmed that none of the frontier model's or their coding agents can understand Scala's generic type system. GPT5.1 will even ghost you or go recursive if you keep pushing it.

@Architect9000 @andrewt3000 What do you think vibe coding ceiling is right now for either websites or apps for a non-coder? Assume site isn’t moving funds / attached to smart contract chain where you have critical security requirements.

@andrewt3000 Static-typing with extensive code comments has been amazing for me wrt coding agents.