Thinkagain

🚨 BREAKING 🇨🇳🇺🇸 CHINA JUST OFFICIALLY REJECTED NVIDIA CHIPS DESPITE U.S. APPROVAL! THE CHINESE GOVERNMENT PREFERS TO DEVELOP ITS OWN SEMICONDUCTORS RATHER THAN BUY FOREIGN SUPPLY. $NVDA STOCK IS DUMPING HARD ON THE NEWS, AND THE TRADE WAR CONTINUES...

So Trump puts out a daily message via his propaganda mole at Axios that Iran desperately wants HIS one-sided deal. And the global media take these fake messages at face value. Meanwhile, global markets melt-up because *someone* is shorting the oil futures ahead of each announcement, which gives the illusion the crisis is solved. Global stocks ramp on the news. So the net effect is that the war drags on closer and closer to global depression, while markets go vertical. Trump has ZERO incentive to end this cycle. It's the pinnacle of corruption - front-running a massive lie over and over again for personal profit while the world heads for starvation. But here's the thing, no one is forced to believe it. That's a choice everyone makes for themselves. To believe a known con man who tells the same lie every single day. Or not. That's natural selection.

I started by trying to understand markets. Thirty years later I've ended up somewhere closer to life, the universe and everything. The same four rules keep showing up... Along the way I've written three frameworks that have shaped how a lot of people see the world. The Everything Code is what I found when I went looking for what actually drives markets. A debt rollover cycle, managed by liquidity, debasing the currency at roughly 8% a year. That debasement is monetary entropy. Capital routes around it, into whatever can compound faster than the entropy degrades it. Technology and crypto sit at the top of that flow because they are the intelligence layer of the economy. Markets are monetary energy routing toward the highest output of intelligence. The only assets that outperform debasement over extended periods are tech and crypto. The Exponential Age is the realisation that technology has become the substrate. Compute, networks, energy and intelligence are compounding faster than any institution we built was designed to handle, and the gap between the two is the defining tension of our time. The Economic Singularity is where this is heading. Somewhere in the next decade the curve of intelligence per unit of energy turns fully exponential, and the rules every economy we know was built on stop applying. For a long time I thought of these as three separate ideas. Looking at them now, they are three views of the same thing at different altitudes. And underneath all three, the same four rules keep showing up. Efficiency of Intelligence - The universe rewards whatever does more with less. Every system that survives is better at turning energy into information than the system it replaced. There has never been an exception. Compression - Intelligence is the act of representing a vast reality in a much smaller form without losing what matters. Brains do it. Theories do it. Prices do it. AI does it. They are not analogous. They are the same operation. Coherence - Complex systems hold together because their parts synchronise faster than the noise around them. Markets, brains, civilisations, ecosystems. When the synchronisation fails, what looks like collapse is desynchronisation made visible. Selection - Patterns that copy themselves faster than their rivals dominate the medium they live in. Genes did this in biology. Ideas do it in culture. Memecoins do it in markets. Truth is not part of the selection criteria. Replication is. It always has been. What the four rules produce, when they operate together, is networks. The same topology shows up everywhere. The cosmic web. The human brain. Mycelium beneath a forest. The internet. Financial markets. Blockchains. Across fourteen orders of magnitude, the universe keeps building the same shape. That shape is what the four laws look like when you can see them. The Everything Code is what these four rules look like in markets. The Exponential Age is what they look like running through technology. The Economic Singularity is where they are taking us. Three angles, one picture. Underneath all of it, energy is the constant. Consciousness is the substrate. The four rules are the dynamics through which one becomes the other. All of this is one corner of what I call The Universal Code. The same four rules apply to everything else and I mean EVERYTHING... they are universal in the true sense of the word.

Go back to the start of 2026. Someone tells you that in early March 2026 Trump will attack Iran and the Strait of Hormuz will be blocked. Then in April, Trump will escalate with a double blockade and signals the war will continue "indefinitely". Buy or sell stocks at a new all time high? You can't be too bearish right now.