Krish Pandoh
1.7K posts
@krish_pandoh
Model in nature or nature in model (talk ,walk, speak , think)?
Announcing my new book THE GREAT ATOM DEBATE. Journey back in time and witness an epic struggle between two scientific geniuses over the very nature of reality. History of physics at its most riveting! Now available for preorder: amazon.com/gp/product/154… barnesandnoble.com/w/the-great-at… booksamillion.com/p/9781541607224 bookshop.org/p/books/the-gr… target.com/s?searchTerm=9… walmart.com/search?q=97815…
"They are not going to be able to raise rates." Jordi Visser (@jvisserlabs) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds. Managed billions through three crises, never had a thesis-driven blow-up year. "Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for." We cover: — Why the Fed is mathematically trapped and how the trillion-dollar interest math forces every policy decision from here — Why "bubble talk" is intellectually lazy: PE goes UP in bubbles, not down, and right now PE is contracting while earnings grow 27% — The AI-agents-eat-tokens thesis: why agentic AI doesn't care about dollars and what that means for compute-backed assets — Why belief is harder than fundamentals: fundamentals come and go, belief systems don't, and which belief is breaking in 2026 — The Bitcoin call no other macro guy on Wall Street will make publicly: new all-time highs before year-end — Why most hedge funds will underperform Bitcoin this cycle and the structural reason it has nothing to do with crypto — The single chart that made Jordi go from skeptic to allocator and why it hasn't reversed — What the 2020-2026 monetary regime actually was, named correctly for the first time Thanks to Jordi for coming on @new_era_finance. Highlights: 00:00 - Intro 00:42 - Bitcoin Lagging 03:16 - AI Investment 07:14 - Price vs Narrative 12:15 - Market Dynamics 21:28 - AI Trading 25:24 - AI Democratizes Wealth 36:26 - Crypto Transition 39:40 - Elliott Waves 44:08 - Banana Zone 49:37 - Fundamentals vs Technicals 55:14 - Ethereum Future
Japan is home to the longest and most liquid sovereign bond maturity (40 years) globally in the post-WW II global order. This is what the market currently thinks that world order is worth—
Charting the Week 📊 Four on-chain signals point to the same conclusion: supply is tightening and sell pressure is exhausted. 🧵
Here's the full video — why a small town in North Carolina is America's ace in the hole, and the reason China will always depend on the US for chips
I'm glad Chinese readers are enjoying my jokes🥰
Finished reading “The Beginning of Infinity” by @DavidDeutschOxf. Completely blown away by it. Really changed my thinking + outlook on the future. Highly recommend it as your next book to read… 📚 Thanks to @naval & @ToKTeacher for spreading the word... 👌
