M f

Have you read Confessions of an Economic Hitman? It explains the model well. A massive chunk of US GDP is tied to the global dollar system, debt expansion, military spending, and financial engineering. The people running that machine don’t want to change it because the incentives are structural. Other recommended reading here…

good week to sell everything you own and afk for the entire summer

If you build two walls, one from NYC to the West Coast and another from LA to the East Coast, the total length will be 7,755 km, which is still about 1,000 km short of Iran’s total borders. Good luck blockading a country with those borders😁 P.S. For Pete Hegseth: 1 km = 0.62 mi

coins exist to sell 20d loss and retest. ct euphoric on worlds smallest window of outperformance sell more

I keep seeing people say man everyone is apathetic we gonna run the bull back so hard time to lock in. Are none of you concerned eth / sol barely eclipsed prev cycle aths, btc clearly demonstrating diminishing returns cycle over cycle with saylor holding inordinate amount, quantum threat, only interesting narratives exist in tradfi etc etc Could go on, same reasons i spoke about when derisking last year. Serious question, does none of this concern you when you’re blindly parroting that the next cycle is gonna make ppl “so fkn rich”. Sure there’s always asymmetric opps that come up to make money on but holding spot majors hasnt felt worthwhile for a long ass time. Curious on thoughts from people still bullish the space going forward

Defining “They” is the real insight. The higher the stock market, the more control shifts to the financial-industrial complex at the expense of the state. The FIC includes transnational capital, including regional sovereign wealth funds. Regional sovereign wealth funds and the FIC gain more influence the greater the disparity between the stock market and the economy. Just like in the US, UK, and EU right now. Many confuse private interests with national interests. This is more like a hostile takeover. China is doing the same with Iran, but this is at the state level. The infrastructure rebuild contracts set the new terms and the new order. The “Greater Israel project” requires strategic tension with Iran to justify the MIC’s “forever war model.” When that comes to an end with an Iran war settlement deal, the region changes. A hostile takeover means the FIC shifts toward infrastructure rebuilds that require distressed economies and high stock markets for leveraged buyouts. The more land Israel acquires, the better the terms for the FIC when it sends the MIC to a new war playground and negotiates rebuild contracts. A strengthening currency means more private demand for financial assets and more expensive MIC exports, which hollows out the state too. And it goes without saying these are all crimes against humanity, but the FIC does not care about that. The people have one role. Take on debt and hand over any savings to the FIC while absorbing the national debt through inflation.

کاروان شهید رفت از پیش وآنِ ما رفته گیر و می‌اندیش از شمار دو چشم، یک‌تن کم وز شمار خرد، هزاران بیش قدر او حتی توسط نزدیکان و همکاران نیز تا زمانی که در قید حیات بود، شناخته نشد. باشد که خاک پاک ایران هزاران دانشمند پارسا چون او بپرورد.

One of the cruelest lessons in game theory is that people do not need to dislike you to damage you. They only need incentives that make your loss useful to their gain, and that is why intelligent men stop relying on goodwill alone and start paying closer attention to structure, memory, and consequence.

@BNONews Insider trading is only allowed in-network

a donde hemos llegado q me encantaría q las oficinas volvieran a ser así y no una mesa larga donde estamos todos juntos y tenes que escuchar como la gorda de rrhh se fue de vacaciones a punta cana mientras vos trajiste para almorzar milanesa de burro en un tupper todo percutido

Você alavanca 10x achando que vai ficar rico mais rápido. Matematicamente, está fazendo o oposto. Em 1956, um engenheiro da Bell Labs chamado John Kelly Jr. resolveu um problema que ninguém tinha formalizado: qual é o tamanho ÓTIMO de uma aposta? A resposta mudou cassinos, hedge funds e mercados de previsão. 🧵

@nic_carter I was sitting on the couch just thinking about this whole situation when it hit me like a brick just how absolutely absurd all of this really is

Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry

Altcoins aren't coming back and it has nothing to do with macro. The industry has been dying for 6 years and this cycle was the final distribution The bubble wasn't in price, it was in valuation. Every number you've seen this cycle was a lie and the total crypto market cap at $4T was an illusion Actual capital that entered was a small fraction of that, and everything above it was locked supply multiplied by a last trade the team controlled When people compared crypto to silver, gold, or equity market caps this cycle, they were comparing real capital to numbers that never existed A $2B market cap on 5% float isn't $2B of value. It's $100M of traded float and $1.9B of team inventory waiting to sell on your head Stack that across thousands of tokens and the cycle wide market cap was mostly fake Every alt ran the same four stage extraction at different speeds, and once you see the structure you can't unsee it across everything you're holding It starts with the locked supply launch. Teams control 70-90% through multisigs while circulating float sits at 5-15%, and the FDV gets published as market cap so the valuation looks real to anyone who doesn't look twice Then comes mark price manufacturing. Thin spot books mean small buys move price hundreds of percent, MMs provide liquidity through loan and option deals while the team controls inventory, and CEXs list on the team's schedule instead of the market's Short recruitment is where the extraction starts targeting the traders who correctly identify the setup They run P/S analysis, see the overvaluation and short into engineered resistance. Funding flips negative, every 8 hours shorts pay longs, and the team collects funding from the traders they baited in Being right gets you liquidated $RAVE compressed all four into 7 days. Most alts stretched them across 18-24 months so the pattern was invisible in real time, which is why retail kept calling it a bull market while insiders ran the same play in slow motion This is why the drawdowns don't bounce. Old bear markets were drawdowns on real assets waiting for capital to return This cycle was distribution on fake market caps, and the capital that was supposed to hold price up was always team inventory, and it's already sold into every rally you bought The protocols that survive will be the ones with high float at launch, vesting already completed, real revenue distributed to holders, and no MM loan deals The industry didn't fail. The model worked exactly as designed, you just weren't the one it was designed for The market cap numbers were always lies. Retail just needed a 7 day example to finally see it Good to see the bubble pop. Up only from here

the aave situation is this cycle’s ftx/luna but most ppl haven’t realized it yet

@NoLimitGains Many such cases $dot $ada and other shitcoins

A cute little story

The Strait of Hormuz is open M-F 9:30-4pm ET.

Don't be the guy who had all the potential, but none of the drive Never achieving anything because you chose comfort over progress Push into the unknown Bet on yourself while you still have time And find out what you're actually capable of Because most people never will

Enjoy the current pump figures. With the so-called 'blockade', Soon you'll be nostalgic for $4–$5 gas. ΔO_BSOH>0 ⇒ f(f(O))>f(O)