braindeadvic

PHX, AZ we love y’all man & we coming back real soon

Good Friday reminds us of Jesus Christ’s sacrifice. May this day further deepen the values of harmony, compassion and forgiveness. May brotherhood and hope guide us all.

“I want you to be wise as to what is good and innocent as to what is evil. The God of peace will soon crush Satan under your feet.” Romans 16:19–20

JPMorgan now accepting BTC as loan collateral at 50-70% LTV for private banking clients. coinbase and fannie mae closing the first BTC-backed mortgages at 250% collateralization. the math: whale with 500 BTC at $30k cost basis can pull $21m in liquidity from JPM instead of selling and paying $4.76m in capital gains tax. that's not even close. borrowing at 8-9% annually beats a permanent 23.8% tax hit every single time. this is why 332,000 BTC got accumulated by long-term holders in 30 days and MSTR hasn't sold a single sat from 528,000 BTC. they're not building positions to exit. they're building collateral stacks. if 1-2% of BTC supply gets pledged through these programs that's 285,000-570,000 BTC locked and unable to be sold without default. more than MSTR's entire treasury. the endgame for BTC is never sell, only borrow against it. the IRS hasn't ruled whether pledging is a constructive sale yet. that's the risk. but until they do, this is the biggest tax arbitrage in crypto history playing out in real time

Given that I have built two companies in widely different fields to trillion dollar plus valuations simultaneously, I am might be getting a few things right once in a while

INSIGHT: What working for Elon is actually like.

Jesus is coming back. 100%

We are so cooked. Anthropic just accidentally leaked its most powerful AI model because someone forgot to lock a blog CMS. They’re warning it could “outpace the efforts of defenders” in cybersecurity. Do you understand what just happened?? Close to 3,000 unpublished files were sitting in a publicly accessible data store.. Draft blog posts, PDFs, details of a secret CEO retreat at an 18th-century English manor. Anyone could find them. Anthropic’s response? “Human error.” The leaked documents describe a new model tier above Opus. Dramatically better than anything that exists. Their own internal draft says it’s “far ahead of any other AI model in cyber capabilities.” Anthropic confirmed it’s real. They called it “a step change.” They are terrified of their own model. CrowdStrike dropped 7%. Palo Alto Networks fell 6%. Cybersecurity ETF down 6% in a single session, now 20%+ on the year. Bitcoin slid from $70K to $66K overnight. $20 billion in market cap vaporized over a draft blog post about something that hasn’t even shipped yet. A $380 billion company with $20+ billion in revenue is telling you, in their own leaked words, that the thing they built will break the internet’s defenses faster than anyone can patch them. They wrote that down. In a blog draft. Then left the blog draft unlocked on the internet. Every script kiddie with API access is about to become a state-level threat actor.. Every firewall vendor is about to become a legacy vendor.. Every “we take security seriously” banner on every SaaS login page is about to age like milk. Sleep well tonight.

@mm_dyh @StarPlatinum_ The reply I needed to read - sane and honest. Thank you!

@StarPlatinum_ Partly true, but overstated: docs support Epstein’s 2014 Coinbase investment (~$3M) and links to MIT Media Lab/Joi Ito, but there’s no solid evidence he controlled Bitcoin, funded core devs directly in a decisive way, or shaped the protocol. Real facts, inflated conclusion.

fannie mae accepting bitcoin as mortgage collateral at 250% ratio is the precedent everyone's underpricing. first time a GSE has approved crypto as collateral under federal housing standards. once BTC backs $500k conforming loans it's harder to argue it shouldn't count as bank reserve capital. the mortgage product is the trojan horse. the endgame is BTC becoming borrowable collateral across the entire financial system without triggering taxable events

too smart, too talented, and too creative not to live up to my potential.

If only it were that simple. What do you think is the biggest hurdle to mass adoption? $XLM

@StefanBurnsGeo @SunWeatherMan thoughts? 💭

Here we have fireball sightings over the USA summed by month via NASA data from 2018 to March 2026 (present). Currently we're 4.5 standard deviations above the average of ~2 fireball sightings per month for this timeframe. Keep in mind no big meteor streams are known for March, though some much lesser ones exist. AGAIN NOT NORMAL

JUST IN: Fannie Mae to accept "crypto-backed" mortgages

Atlanta Rapper Lil Tony Is Real For This, He Shares The Lord’s Prayer With Fans After Every Show 🙏🎤✝️

The world's largest institutions are aligned. We're entering the golden age of tokenization.

Franklin Templeton taps Ondo Finance to tokenize five equities and gold ETFs theblock.co/post/395150/fr…

Franklin Templeton is partnering with Ondo Finance to offer tokenized versions of its ETFs that trade around the clock through crypto wallets, bypassing the brokerage accounts and limited trading hours that have defined fund investing for decades bloomberg.com/news/articles/…

BREAKING: Senate Investigation Finds Federal Officials Buried COVID-19 Vaccine Stroke Risk Health officials detected a significant ischemic stroke signal in seniors—then pushed booster uptake anyway, downplayed the risk internally, and told the public “no change” was needed. By Nicolas Hulscher, MPH. @NicHulscher @McCulloughFund @SenRonJohnson @HHSGov @CDCgov @SecKennedy open.substack.com/pub/petermccul…