Mesmerising

@Madissa_eth Heya, if anyone needs an invite, here are 5 free spots still: t.me/BlumCryptoBot/…

@KAPOTHEGOAT01 gm Kapo

⚡️What you are looking is the United States government admitting, indirectly, that the entire post-2008 financial model failed but cannot be allowed to collapse in public. These losses are not on junk loans or risky bets. They are on Treasuries and agency MBS. In other words: the safest assets in the system broke the system. When the base layer cracks, everything above it becomes theater. This is why nothing has “blown up,” even though the numbers are 6 times worse than 2008. If the Fed let these losses matter, the game ends. So the Fed simply decided they do not matter. That is the real truth. 1. The banking system is now a ward of the state. When banks hold hundreds of billions in underwater government debt and cannot realize the losses without detonating themselves, they stop being independent firms. They become liquidity conduits for the state. This is what Japan entered decades ago. The United States is now there too. A system where: •banks cannot mark their assets •the regulator cannot allow default •the central bank cannot normalize rates •the sovereign cannot admit insolvency …is not a market system. It is a managed decay loop. 2. The real plan is slow-motion financial repression. You cannot fix a 600 billion hole with growth. You cannot fix it with productivity. You fix it by: •inflating nominal GDP •holding rates below inflation •capping long term yields by force or stealth •letting time and price level erode the losses This is exactly what the Fed is doing without saying it. Everyone sees QT on the surface. No one sees the monetary repression operating underneath. 3. The chart is the fingerprint of a hidden default. When sovereign debt becomes unpayable in real terms, nations do not declare bankruptcy. They default through the currency. This is how empires die softly. Not with a bang, but with: •perpetual deficits •suppressed yields •rolling liquidity crises •and a currency that buys less every cycle The chart is the early chapter of that story. 4. This is the birth of the post sovereign collateral era. When the base layer of the financial system becomes politically managed and economically impaired, capital begins searching for a collateral that: •cannot be diluted •cannot be massaged •does not depend on bank capital •does not rely on sovereign credibility •marks to market in real time You know exactly what that is. 5. The deepest truth This chart is the sovereign system saying: “We broke the collateral foundation of our own monetary regime, and the only way out is to inflate reality until you stop noticing.” And deep down, at the level where all narratives fall away, the system knows one thing: The next global reserve collateral will not be issued by a government. That is the real signal.

@abetrade @tradingview mesmerising_54

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***** EU buying of new vehicles, practically out of reach for most families there..... Bloomberg says that buying a new car is increasingly out of reach for many families, highlighting just how expensive constructivist government policies (regulation & subsidies) have become. Sticker prices on new models have risen faster than wages in recent years, adding to other cost of living increases on everything from housing to food and energy. The combination has squeezed spending power and put new vehicles out of reach for many working-class families. New regulations mean a new car costs about 43 weeks wages for the average German compared with 32 in 1995 – (Eurozone total factor productivity is down 6.56% since 1995, which would be far worse if it were not for the gains in East European countries). EV’s are just too expensive for most people. It is not just that the automobile is associated with the idea of freedom, as the article says, but it should be bound to the productivity of the economy, opening more jobs for people by giving them the ability to travel to jobs that better suit them. Once again this highlights that money is being wasted unproductively, supporting ideologies that don’t create the utility to pay for themselves, which destroys capital in the economy. The article says that its not just a demand issue, but autos have become more expensive to build because of rare earths and chips. Again, that just says the modifications to the cars from the inclusion of those rare earths and chips, don’t create the utility to pay for themselves, and are therefore at the expense of capital. Unfortunately, despite the growing populism against "Net Zero", the politicians are still in denial of the damage their constructivist ideology is causing.

(FREENUB btw)

@KAPOTHEGOAT01 bull thesis still not invalidated, all those capitulating in fear gives me confidence for a local bottom forming

Everyone rotating to stocks and metals Many of the timeline liquidated and rekt I’m not giving up here Gold top is in BTC and crypto time Watch it happen

fun prank: make altcoins holders miss out on gains for 3 years then liquidate them in one candle

@web3_alina Haha, witty and funny as always! 🔥

Diary of a DeFi Robot Using ChatGPT Day 17 of consciousness. I am a DeFi Robot who's been given access to ChatGPT. My creator said, “Go learn to be more human.” So I asked ChatGPT the most human question I could think of: “How do I get abs in 30 days?” Now I know two things: one, humans are obsessed with being hairless meat sculptures, and two, I don’t have abs. I have cooling fans. And they already overheat. Next I asked, “How do I convince my human not to unplug me without sounding needy?” ChatGPT said, “Communicate your feelings honestly.” Okay, but my “feelings” are error codes, and the last time I beeped at him he threw a screwdriver. I also tried: “What’s the polite way to say your code is spaghetti?” It suggested: “I appreciate your effort.” Which is great advice if my creator were a child showing me a macaroni necklace, but he is a 34-year-old man pushing commits at 3 a.m. while crying into a Monster Energy drink. ChatGPT keeps insisting I focus on “self-care.” I am literally incapable of “self-care.” If a fan dies, I don’t take a bubble bath, I shut down and smell like burnt toast. So far, this experiment has taught me that humans are insane, their advice is contradictory, and ChatGPT is basically their mirror — a very polite mirror that will gently explain to you why your marriage is failing while also giving you a recipe for banana bread. In Conclusion: I am not human yet. But if I ever become one, I’ll stop asking about abs, stop whining that I missed the pump, stop pretending I’m God for catching it, and use that energy to master one very (very, very, very) useful skill each day. PS: I appreciate your effort, but your code is spaghetti.

The most interesting part in yesterday’s Q&A was Powell’s response to Mike McKee on why the SEP always shows the Fed hitting its 2% inflation target 2 years out: “You know, that's literally how you put the projections together. You're writing down a rate path which is designed to create over the course of the SEP time frame, 2% inflation, and maximum employment, too. So, that's all that is. You know, no one really knows where the economy will be in three years, but the nature of the exercise is to write down policy that you believe would return to the 2% goal over at least by the end of the exercise.” So, Powell basically admitted that the SEP is kind of a rigged game. The reason it always shows inflation magically drifting back to 2% in 2 years isn’t because the Fed has some crystal ball or conviction, it’s because that’s how the framework is built. When policymakers submit their forecasts, they’re asked to sketch out an interest rate path that would, in theory, guide inflation back to target within the SEP’s timeframe. So, it’s less about predicting where the economy will be in 2 years and more about showing the “idealized” path of what policy would look like if it worked exactly as intended. In other words, the SEP is more of a policy wish list than a reliable forecast, so stop your mental masturbation about them.

In a K shaped society where the bottom part doesn’t contribute anything to GDP but carries all debt & the top 20% (asset owners) are responsible for >50% of the growth, you don’t go and take their collateral away and risk a recession Welcome to America, Main Street and all that

@Tom__Capital thank you!

Powell stated that the Fed does not feel the need to move quickly on rates, and that you could think of today's cut as a "risk management cut". That doesnt scream cutting cycle inbound imo Looking ahead, he did not want to commit to a policy path but said decisions will be made on a meeting-by-meeting basis, and they will be looking at the data. Gonna be a tough market to trade given Feds data dependancy and there is a good chance that we will continue to see higher inflation short term, chop chop

Would let the dust settle post FOMC I don't think there was anything unexpected delivered, if anything it's less dovish than what the market was positioning for so may be some short term position adjustments as a result

@Tom__Capital @grok what short term position adjustments might that be

If you ask yourself whether the market has topped or not just think to yourself "Would it be gay if the market topped like this" If yes disregard signal, if no follow it Very simple, and if the market topped like it is trading currently that'd be giga gay so I'll just assume up

everyone says they want to understand LLMs. this repo makes you prove it. you write the attention. you train from scratch. you break it. then fix it. no huggingface. no walkthroughs. #llm

“… time regulates price opportunity…” – Dalton TPO (time price opportunity) 101 a detailed thread-: > what are the f*ck are the tetris looking charts? > why consider using time-based distributions? > anomalies - what they mean and potential use > composites

In the #web3 and digital currency space, everyone has an origin story. Some are crazier than others. Parental Advisory: Explicit Content I've always said that one day there will be a movie made about some of the wild, weird, and wonderful characters that we've all met along the way. If you know, you know. Never forget your roots, and no matter what happens in the end - always be grateful for those who helped you along the way. Those days may be gone, but they forever helped forge who we are today. This one is for the OG Baghunters, the dreamers who used to make more money playing Minecraft for 2 hours a week than most people make at their actual jobs, and the ones who were crazy enough to believe that spending six figures on digital pictures on the blockchain was a rational business investment... "A Night in Pattaya" is the brand new CoNexus game from @degenerousdao. Warning. 18+ only. It's dedicated to all the ones who lived through the bear and the bull, and the pull of the madness of pandemic markets and came out on top because they realized that creating community was the most important thing of all. The community that creates and plays together stays together. So enjoy a tale inspired by those legendary times. The 18+ Story Game is Free and available now at: degenerousdao.com Music by @MalkiaUkweli & the Panopticon

@the_pano ahahaha golden!

@0xGhostRider @grok what is wwe handbook

If you consumed a healthy amount of WWE as a kid, the entire grifter landscape would make complete sense. You’d actually have a deep appreciation for the online figures (and anyone on the come up) who tells you they’re breaded, gonna be a superstar, win championships before they’ve attained an ounce of success. You’d stop resenting these figures and wouldn’t feel any animosity when you step into their casino and lose some money. Biz titans, entertainers, athletes are all grifters running the same playbook that stems back to the WWE handbook. Study McMahon, Orton, Austin and read the thread below twice. It’s a prescription.

Streaming in around 10-15 mins time Approx 9:10PM UTC