Amaliny

@SFPD San Francisco is wrecked with this blackout Is @CAgovernor at The French Laundry?

BREAKING: Trump says it 'looks like we’re getting very close to the shutdown ending'

The #Bitcoin vs. $SPY discrepancy is an incredible signal to always be at least aware of when it pops up. This helped see the light Thursday/Friday that we were likely getting very close to a potentially meaningful reversal in the markets. Posted to Subscribers last week

it's fascinating to see how much openai’s starting to feel like facebook 2.0... not just in personnel but also in philosophy. buying statsig is a full embrace of facebook’s internal product ideology which was roughly dashboards over instinct, a/b testing as gospel, & growth loops as truth. fb dominated by leaning into data but data can also trap you in local maxima. zuck escaped by making bold, qualitative acquisitions like insta & whatsapp. openai will prolly need to do the same at some point.

I believe this is a world first: An intra-day tariff chart.

@JustinWolfers Trump is the Mr. Miyagi of international trade. Tariff on... tariff off!

@JustinWolfers Maybe Trumps plan for eliminating the US debt is to short the market -> announce another tariff -> buy calls -> announce the tariff is done -> repeat

True

FROM MAGA TO CHINA Here are four things MAGA is getting wrong, and why it's handing over the world to China. (1) First, MAGA correctly understands that America’s economic position is in decline but thinks this is due to economic competition itself, rather than lack of competitiveness. (2) Second, MAGA also understands that the US has wasted trillions abroad in foreign wars, but thinks the problem is global leadership itself rather than poor leadership. (3) Third, MAGA knows that their Blue American enemies have allies abroad, but has incorrectly overreacted to this by treating every non-Red-American as an enemy. (4) Fourth, MAGA sees the billions of dollars flowing from the US to foreign recipients, but isn't grasping that the US can only print those dollars in the first place so long as it's the hub of a global empire. When you put these together you can both understand MAGA's actions and understand why they will not lead to the intended result. Basically: MAGA is hyperfocused on cutting off any apparent flow of funds from Red Americans to Blue Americans and non-Americans. And they only have ~500 days in power. So they're trying to quickly shut off imports, close down institutions, and exit all wars. OK. Except the reason the imports exist in the first place is because US products aren't competitive relative to Chinese products (or Fed printing). The reason those institutions exist is because the US set them up to run the world. And the reason those wars are happening is not because of American leadership per se, but because of the absence of good leadership. If you shut all of that down at once — if you abandon global competition and global leadership — you shut down American Empire, and with it the ability to print money. And then everyone in that empire has a very bad time.

In the latest @theallinpod episode, @chamath said that you can pay people to vote today. 🤔

Bitcoin now has a home in the Bay. See you here soon.

Something is happening in crypto: Since January, the number of "flash crashes" in crypto markets has risen sharply. Crypto markets just erased -$300 BILLION in 24 hours without a single major bearish headline. Why is this happening? Let us explain. (a thread)

@stwboerse Vollautonomes Fahren gibts doch schon?!

Unglaublich aber wahr: Elon verspricht das vollautonome Fahren jetzt also seit 10 Jahren. Das Faszinierende daran: Viele Marktteilnehmer glauben und vertrauen ihm immer noch. Ob sich daran ausgerechnet 2025 etwas ändern wird?

This is a game-changer. The launch of Bitcoin ETFs and now this Executive Order exploring a national digital assets stockpile in the US as a hedge against fiat. Didn't expect any of this - these developments show that Bitcoin is being recognised as a store of value.

$BTC going deeper into Wall St

@Neiswestnij @SBetschinger Word!

@SBetschinger Meine Fresse, euer Musk-Sektengesang ist nervig. Seine Unternehmen machen die Welt nicht „zu einem besseren Ort“. Die Welt ist kein besserer Ort durch irgendwelche Raketen oder durch Tesla Autos. Er ist ein skrupelloser Oligarch mit Hunger für die absolute Macht.

Wer Elon Musk für einen Bösen hält, liest zu viel Spiegel. Er ist ein liebenswerter, etwas verrückter und manchmal unbeholfener Unternehmer, der die Welt für uns Menschen zu einem besseren Ort macht. Vor allem Linksgrüne schätzen die Welt immer falsch ein. Das ist ulkig mittlerweile. Darum laufen ihnen auch die Wähler davon. In 10 Jahren geht Elon Musk als großer Wohltäter in die Geschichtsbücher ein. X ist dann ein schöner Beweis dafür wie wenig Ahnung Linksgrüne von der Wirklichkeit haben.

@esjesjesj The German jails must be packed with autists

“It was an accident!! He’s autistic!!”

@ChrissyK1103 @SBetschinger Ich hoffe, dass du Recht hast.

@amaliny_ @SBetschinger Das sind Auswirkungen seiner Krankheit,Autisten wägen immer genau ab und sind eher Vorsichtig in dem Gebiet das den Autismus bestimmt.Bei Elon ist es das erkennen ob es einer gut meint oder nicht und daher analysiert er jeden. Zugleich badet er gerne in der Masse, sehr impulsiv.

@glaubtnichts @SBetschinger Schau dir mal Nick Fuentes zu dem Thema mal an, vielleicht regt das zum Nachdenken an..

@amaliny_ @SBetschinger Kann man testen, ob man mit KI redet?

@glaubtnichts @SBetschinger Um… Seine Geste gestern? Er hat sich ja offensichtlich die Zeit genommen darauf zu reagieren. Halt nur nicht eindeutig…

@amaliny_ @SBetschinger Ok, wo kommt jetzt der Faschist her? Der/das war bisher kein Thema. Wann hätte er sich distanzieren sollen? Nein, nur weil Irgendwer hinter meinem Rücken schlecht über mich redet, muss ich nicht meine Zeit in die Gegegenrede investieren. Es gibt Wichtigeres/Anderes zu tun!