tehMoonwalkeR

[🌲] SAYLOR: WE WILL PROBABLY SELL SOME BITCOIN TO PAY A DIVIDEND JUST TO INOCULATE THE MARKET JUST TO SEND THE MESSAGE THAT WE DID IT

BREAKING: Two U.S.-flagged merchant vessels have successfully passed through the Strait of Hormuz, according to CENTCOM.

Under the directives of His Highness Sheikh Mohammed bin Rashid Al Maktoum , we are launching today a new initiative to transform towards Agentic AI (self-executing and self-leading artificial intelligence) in Dubai’s private sector. Our goal is for Dubai to become the world’s leading city in adopting these technologies economically and commercially — giving us a new competitive edge for the future. The transformation program spans two years and includes specialized training tracks for all business councils affiliated with the Dubai Chamber of Commerce and Industry. We have also directed the Chamber to establish incubators for Agentic AI companies to support this transformation, create new economic opportunities for young people in this field, and set up dedicated funds to back this new shift. Our objective is to empower our companies to adopt these technologies that will boost productivity, expand business volumes, and reshape the city — making its economy the best in the world in adopting Agentic AI technologies. Sheikh Mohammed bin Rashid is today leading a comprehensive movement to reshape Dubai into the world’s most future-ready city — technologically, economically, in infrastructure, and with facilities that elevate quality of life to standards no one has reached before.

🚨 ALERT: CROSS CHAIN IS A LIE THE INDUSTRY IS TOO COMFORTABLE TO ADMIT ADENIYI SAYS REAL COMMERCE CANNOT RUN ON FRAGMENTED CHAINS. AI AGENTS WILL NOT WAIT FOR YOUR BRIDGE TO CONFIRM. IT WILL CHOOSE SUI

Clarity Act is now poised to accelerate the “Bretton Woods 3.0” framework that I’ve talked about. The yield “ban” is cosmetic & simply something for banks to tout as a victory. It bans stablecoins from paying you interest for just holding them: the way a savings account does. But it explicitly allows stablecoins to pay you rewards for using them: buying things, lending, providing liquidity, participating in any program.. Now consider that those rewards can be calculated based on how much you hold & for how long. I think that’s what we just call interest, but it will now be rebranded under a new name. So, the implications: - The fact that there is now a carve-out for stablecoin yield will accelerate the Bretton Woods 3.0 system. If the ban had been real (no yield in any form) there’s no reason for anyone to hold stablecoins over a bank account. Stablecoin adoption would flatline (especially in Developed Markets) & Bessent’s $3.7T target would be hard to achieve. This carve out keeps the incentive to hold stablecoins, which keeps the growth flywheel spinning. - CBDCs can’t compete. No central bank would design its digital currency to pay activity based rewards calculated by balance & duration (too close to monetary policy). However, dollar stablecoins can. So in every market where a CBDC competes against a $ stablecoin, the dollar product is economically superior. The Clarity Act now guarantees that advantage persists. - The dollar now goes global without permission. The new text allows platforms to pay incentives for payments, remittances, & settlement activity using stablecoins. That’s a subsidy for global dollar adoption funded by private companies (not taxpayers). Meanwhile, increasing Treasury demand in the background. For example, a Filipino worker now gets a rebate for sending remittances in USDC. There’s an additional incentive for him to now transact in stablecoins, which, unbeknownst to him, purchases American debt behind the scenes. A win-win for global stablecoin users & the American economy (fiscal situation). The compromise looks like a ban. But it’s actually a growth mandate. As I’ve stated, the US government needs stablecoins to scale because it needs someone to buy its debt. Bretton Woods 3.0

JUST IN: Ethereum Foundation sells 10,000 $ETH worth $23,000,000.

Every multipolar century picks a host. The last one picked Switzerland. The one before that picked London. The current one is picking the UAE. The numbers speak for themselves. The Abu Dhabi Investment Authority alone runs over a trillion dollars. Mubadala adds $300 billion more. ADQ adds another two hundred. Lunate, the new domestic alt manager that just bought back the ADNOC oil pipeline stake from BlackRock and KKR, sits at $105 billion. Combined sovereign capital under Emirati control is now comfortably above one and a half trillion dollars, and it has been compounding faster than any other state capital pool on earth except possibly Singapore. On the diplomatic front, no one understands UAE. It recognizes Israel and trades with Iran. It hosts Russian oligarchs and American admirals. It convened COP28 while running one of the world's most aggressive oil expansion plans. The logic that lets it do this is straightforward. It refuses to play any side's moral game. It plays its own outcome game. Every player gets what they need from the venue and nobody can afford to be the one who breaks it. I think the UAE in 2040 is what Switzerland was in 1960 and what Hong Kong was in 1995. The neutral hub that the multipolar order needs in order to function. Financial, logistical, energetic, and increasingly cognitive. Backed not by treaty neutrality like Switzerland or by colonial inheritance like Hong Kong, but by $1.5 trillion dollars of sovereign capital that intends to be there in fifty years.

It's the end of an era. 🎬