Robert Reurekas

It is now illegal for most American farmers to do what farmers have done for 10,000 years. Save seeds from their harvest to plant next season. Four corporations control over 60% of global seed sales. Bayer-Monsanto. Corteva. Syngenta-ChemChina. BASF. Over 80% of all corn and more than 90% of all soybeans planted in the United States use patented biotech seeds. Farmers sign licensing agreements that prohibit saving, replanting, or sharing seeds. Every season requires a new purchase. Seed prices have increased over 300% since 1995. In the 1990s, most farmers saved a portion of their harvest to plant the following year. Seed companies genetically engineered crops to be resistant to specific herbicides, most notably Monsanto's Roundup Ready system. The seeds worked. Yields improved. Farmers adopted them rapidly. Then the patents locked in. Monsanto deployed a team of private investigators to audit farms suspected of replanting patented seeds. They filed over 150 lawsuits against American farmers. Settlements and judgments totaled over $23 million. The Supreme Court ruled unanimously in Bowman v. Monsanto (2013) that patent protections extend to self-replicating technologies including seeds. Farmers who had planted one crop with patented seeds could not legally replant the offspring of those seeds. The biology of reproduction itself was patented. Today, the four largest seed companies spend more on intellectual property enforcement and patent filings than many of them spend on R&D for new crop varieties. The consolidation of the seed industry is one of the least discussed monopoly structures in the global economy. Corteva (CTVA) was spun off from DowDuPont in 2019 as a pure-play agricultural sciences company. They control roughly 20% of the global corn seed market and are the largest seed company in the Western hemisphere. Revenue exceeded $17 billion. Operating margins are expanding as they shift toward higher-value biotech seeds and crop protection products. The pricing power comes from the fact that once a farmer is in the Corteva seed ecosystem, switching costs are significant because crop protection products are designed to work with specific seed genetics. Deere & Company (DE) sits at the intersection of the seed monopoly and the equipment monopoly. Modern precision agriculture requires Deere's GPS-guided tractors and automated planters to work in concert with biotech seed prescriptions. The software layer that connects equipment to seed to data is becoming the most valuable part of the farm. Revenue exceeded $51 billion. The precision agriculture division is growing faster than the equipment division. For broader agricultural exposure, the Invesco DB Agriculture Fund (DBA) tracks a basket of agricultural commodity futures. When seed costs rise, crop production costs rise, which supports higher commodity prices. The farmers absorb the input cost increase. The commodity market passes it to consumers. The companies selling the seeds and the equipment capture margins on both sides. The seed monopoly is a toll booth on the global food supply. 8 billion people eat every day. Four companies control the genetics. I'm hosting a once in a lifetime webinar where I go over the exact things I know as a former banker and world class investor. 100% free to join. Sign up with the link in my comments.

@mikemcglone11 @BBGIntelligence I like your stance

$50 or $100 WTI Crude by Midterms? Taking the under youtube.com/watch?v=N8M3Ct… #crudeoil #energy @BBGIntelligence

@fallonmelons2 Mymy

Comment one word right now.

Bitcoin isn’t just Internet Money It might actually be a new kind of power - like a digital weapon or shield that countries can use to protect themselves online. In a Age of AI Agents - we're going to need an effective digital shield! The author of a new paper: "Beyond Money, Hedge, and Energy: Evaluating Bitcoin as Power Projection Technology" evaluates Jason Lowery's 2023 "SOFTWAR" theory that said Bitcoin should be understood as a way to project physical power into cyberspace. Normally, computers run on “rules” and software. But Bitcoin works differently. It uses huge amounts of real electricity and energy to secure its network. That means attacking Bitcoin isn’t just about hacking code - you would have to spend massive amounts of real-world energy and money to overpower it. The paper tests whether that theory was right by looking at what happened between 2023 and 2026. Here’s what actually happened: 1) The United States created a Strategic Bitcoin Reserve (basically treating Bitcoin like a national resource, similar to oil). 2) Countries like Bhutan secretly mined Bitcoin using hydroelectric power. 3) Over 145 public companies added Bitcoin to their balance sheets. 4) Huge investment funds (like BlackRock’s Bitcoin ETF) bought tens of billions of dollars worth. 5) Global Bitcoin mining power (called “hash rate”) hit record highs - even while the price dropped. That’s important. The price of Bitcoin fell about 46% during this time. But governments and big institutions were buying more of it anyway. According to the paper, that suggests they may see Bitcoin as something strategic - not just an investment. The paper says older ways of thinking about Bitcoin don’t explain this behavior: It’s not just money. It’s not just a speculative investment. It’s not just bad for the environment. It’s not just a tech experiment. Instead, the author says Bitcoin may be more like digital territory protected by energy. If you control energy and computing power, you help protect the network. Countries might compete for that power the same way they compete for oil, weapons, or technology. The paper checked nine predictions made in 2023 about what would happen if Bitcoin really was a “power projection technology.” Five of those predictions already came true. One partly happened. Three haven’t happened yet.

Most people perform awareness. Few actually have it. The difference shows up in behavior, not vocabulary. 33 signs that tell the difference 👇 1) Awareness of one's own reactions before acting 2) Ability to pause under pressure 3) Reduced impulsive behavior 4) Recognition that emotions shape perception 5) Regulation of the body before attempting reasoning 6) Willingness to question one's own beliefs 7) Ability to hold contradictions without panic 8) Less attachment to being right 9) Less need to convince others 10) Acceptance of uncertainty 11) Preference for honest ignorance over false certainty 12) Seeing patterns repeat across people, systems, and history 13) Understanding that incentives matter more than stated values 14) Recognition that most behavior is conditioned, not chosen 15) Understanding that identity is constructed, not discovered 16) Reduced identification with roles, labels, and groups 17) Ability to stand apart from group ideology 18) Greater restraint in speech 19) Greater care with words 20) Awareness of self-justification and rationalization 21) Willingness to take responsibility without blame 22) Acceptance of personal limits 23) No illusion of perfection or final arrival 24) Reduced interest in status, recognition, or performance 25) Increased interest in stability, clarity, and peace 26) Preference for simplicity over expansion 27) Willingness to live smaller, not louder 28) Focus on what is controllable 29) Release of fantasies about fixing or saving others 30) Comfort with solitude 31) Smaller but more stable social circle 32) Life becomes quieter, not grander 33) Identity becomes less important than behavior

RT @_The_Prophet__: ⚡️The real answer is boring and mechanical. I would do four things, every day, even when I did not feel like it: 1.Sl…

@LawrenceLepard Yup. That is that

One of us gets paid to be a reporter for Bloomberg and push a narrative. One of us just calls them as he sees them and gets paid to be right as a professional investor. We are not the same.

Any remaining faith I had in our institutions is gone. The Epstein files were the final straw for me. For years, I’ve tried to give the system the benefit of the doubt. Assume incompetence over malice. Assume there are things happening behind the scenes. Assume eventually the truth comes out. Cope. At some point you have to stop lying to yourself. When the most powerful people on earth are connected to something this dark, and the result is sealed documents, redactions, quiet settlements, and zero real accountability, you start to see the pattern. There’s a system for regular people, and there’s a different system for the elite. We have seen it with monetary and economic policy. Now we see it is systemic. This isn’t about left vs. right. It’s not partisan for me. Corruption protects itself. Power protects power. That’s the constant. And when that realization sets in, you have a choice. You can scream about it. You can argue online. You can hope the next election fixes it. Or you can quietly opt out where you can. For me, that’s Bitcoin. Not because it’s some utopia or because it fixes evil. But because it doesn’t require me to trust the same institutions that have repeatedly shown they don’t operate by the same rules for everyone. No special access. No closed-door monetary policy. No selective bailouts. Just open code and rules that apply to everyone. Maybe that sounds dramatic. But I don’t see it as rebellion. I see it as self-preservation. When trust erodes, capital moves. It always has. Some people exit geographically. Some exit socially. Some mentally check out. I’m exiting financially. You don’t need to agree. But if you’ve felt that shift lately – that quiet realization that the people in charge aren’t playing the same game as the rest of us – you’re not alone. For me, Bitcoin isn’t about getting rich. It’s about no longer asking permission.

@scottmelker @jvisserlabs @LynAldenContact @Matt_Hougan @billbar @Scaramucci @DTAPCAP @giancarloMKTS I like you both

Today is going to be epic. Warmed up yesterday with @jvisserlabs, in front of a frozen Hudson River. Today I'm recording live with @LynAldenContact @Matt_Hougan @billbar @Scaramucci @DTAPCAP @giancarloMKTS....

@ToneVays I help you.

I LOVE IT.... If this tweet gets 500 likes & 100 retweets, I will make this my profile images 🤡

@JasonPLowery Or Proof of Power

@JasonPLowery The orange reality

HISTORY LESSON Read it 👇 The Terror of the SA in the Early 1930s In the final years of the Weimar Republic, political violence became a daily reality. At the center of this descent stood the Sturmabteilung (SA) — the Nazi Party’s paramilitary wing, better known as the Brownshirts. Their terror was not incidental; it was strategic. Street Violence as Political Method From 1930 onward, the SA functioned as a private army for the Nazi Party. Its members flooded streets, beer halls, and working-class neighborhoods, deliberately provoking clashes with communists, social democrats, Jews, journalists, and anyone seen as an opponent. These were not spontaneous brawls. They were organized campaigns to make normal political life impossible. The goal was intimidation: silence rivals, disrupt meetings, and convey a single message — the state can no longer protect you; we can. Normalizing Fear SA patrols marched in uniform through cities, enforcing a climate of menace. Shops were boycotted, individuals beaten, meetings smashed, and newspapers attacked. Violence became routine, and routine violence became normalized. By 1932, Germany experienced hundreds of politically motivated killings, many linked directly to paramilitary clashes involving the SA. Crucially, much of this terror occurred before the Nazis held full power. The SA helped create the illusion of chaos — then presented the Nazis as the only force capable of restoring “order.” Undermining the Rule of Law The Weimar state proved unable — and increasingly unwilling — to respond. Courts often treated SA men leniently. Police hesitated or stood aside. Conservative elites tolerated the violence, believing they could control the Nazis or use them against the left. Each concession further eroded the rule of law. This paralysis sent a fatal signal: violence worked. From Terror to Power When Adolf Hitler became chancellor in January 1933, the SA’s terror escalated. Now acting with semi-official backing, they ran improvised prisons, carried out beatings, and assisted in the destruction of opposition parties. The terror that had destabilized democracy now cemented dictatorship. Ironically, once power was secured, the SA itself became expendable. In 1934, its leadership was crushed during the Night of the Long Knives — a reminder that regimes born in violence ultimately consume their own instruments of terror. Why It Matters The SA’s terror shows how democracies can collapse before laws formally change. It begins with intimidation, selective enforcement, and the quiet acceptance of “temporary” disorder. When violence becomes political currency — and when institutions hesitate to confront it — the end comes not with a sudden coup, but with exhausted acquiescence. The lesson is stark: democracy does not die only at the ballot box. It dies in the streets, when fear replaces law — and when too many decide that speaking out is no longer worth the risk. Picture: SA in Germany early 1930s.

⚠️ Roadmap for the next 7 YEARS We are entering a 7-year window of radical change where: 🤖 AI replaces 50% of knowledge work 🏥 Surgery becomes a "utility" ☀️ Wealth is "harvested" from the sun, not printed Old systems will break before the new ones are built. "Bumpy" Great Transition - Watch before the world changes 📽️ youtube.com/live/R5kBYcW4Z…

Overmatige verbiedpolitiek kweekt geen veiligheid. Het bouwt een hogedrukpan. En die ontploft altijd feller dan de oorspronkelijke woede.

Andy Serkis recording The Lord of the Rings audiobook, casually shifting into pure unhinged brilliance about 25 seconds in.

ꜰʟᴀᴛ ᴅᴀʏꜱ ᴛᴜʀɴ ᴛʜᴇ ꜱᴄʀᴇᴇɴ ɪɴᴛᴏ ᴀ ᴍɪʀʀᴏʀ ᴀɴᴅ ᴍᴏꜱᴛ ᴘᴇᴏᴘʟᴇ ᴅᴏɴ'ᴛ ʟɪᴋᴇ ᴡʜᴀᴛ ʟᴏᴏᴋꜱ ʙᴀᴄᴋ ᴛʜᴇʏ ᴛʀᴀᴅᴇ ᴛᴏ ᴀᴠᴏɪᴅ ᴛʜᴇ ʀᴇꜰʟᴇᴄᴛɪᴏɴ ɴᴏᴛ ᴛᴏ ᴍᴀᴋᴇ ᴍᴏɴᴇʏ ʙᴜᴛ ᴛᴏ ᴇꜱᴄᴀᴘᴇ ᴛʜᴇᴍꜱᴇʟᴠᴇꜱ

@MelMattison1 @YouTube What a great monologue about the past, the excuses and therefore the victimhood. All excuses no ownership. I totally agree with you. We need to move

Why Bitcoin’s Next Big Move Is Closer Than Everyone Thinks youtu.be/JWUeyIQ-cb8?si… via @YouTube