𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱

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𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱 banner
𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱

𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱

@lordmax

Co-founder & CEO @vault12: cold storage & family inheritance of crypto-assets. Past: Investment Partner @a16z ∮ Founder CEO Hive7, sold to Disney ∮ YC W11

Miami Katılım Haziran 2009
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𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱
Full Reading List (as mentioned on CH): 1. Sapiens , Yuval Noah Harari 2. The Black Swan, Nassim Taleb 3. The Origin of Consciousness in the Breakdown of the Bicameral Mind, Julian Jaynes 4. Antifragile, Nassim Nicholas Taleb
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𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱 retweetledi
Balaji
Balaji@balajis·
Unfortunately, I completely agree that the United States of America is rapidly descending into all-out conflict between left and right. The Luigi left, Kirk killers, anti-Tesla terrorists, and Altman attackers are already in shoot-on-sight mode against conservatives, libertarians, and technologists. The right isn’t there yet; they’re called reactionaries because they only react, so they’re always one cycle behind. Thus, the left has already started shooting while the right is still “only” mirroring the lawfare of last decade’s left. But anyone can see how incandescently angry the American right is getting, so one can expect them to mirror leftist tactics eventually, just as J6 followed BLM. A problem then arises. You see, when communists and nationalists duke it out, technologists tend to be hated by both sides…and tend to leave. That’s what happened in Europe. In the early 1900s, Europe was the undisputed center of science. But then the far left rose to power in Russia, and in response arose a far right in Germany, and then those two psychotic factions blew each other up and took much of Europe with them. The result was that scientists with options left. Shown below is the graph of Nobel prizes. Science used to be centered in Europe when America was still a relative backwater…renowned for cranking out widgets but not much else. Then, as Europe tore itself apart, the smart scientists (and capitalists) simply left for America. Many had no choice; you just couldn’t be a Russian capitalist in the Soviet Union or a Jewish scientist in Nazi Germany, no matter how many years your family might have been in the country. Passionate protestations of ideological loyalty and everlasting patriotism didn’t matter. At best the enemy classes and races were unbanked and denaturalized; at worst they were simply killed. And arguably, all of that — the communism, the nationalism, the wars — all of that arose from the disruption wrought by the Industrial Revolution. We might anticipate similar levels of disruption from the Information Revolution. If so, if America is torn between Democrats and Republicans, or Wokes and MAGAs, or whatever factions succeed them, it’s just not going to be a good place for technological progress. Instead, progress will decentralize to other locations around the world, as it did before.
Balaji tweet media
Roman Helmet Guy@romanhelmetguy

Gonna try to explain this to tech CEOs again: Young Americans are pissed. They feel betrayed. Half have embraced the far right & want to cut off your access to cheap foreign labor. The other half have embraced the far left & want to cut off your head. One side will win. Choose.

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Blake Scholl 🛫
Blake Scholl 🛫@bscholl·
Trolley problem, California high speed rail edition
Blake Scholl 🛫 tweet media
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Tommy Robinson 🇬🇧
Tommy Robinson 🇬🇧@TRobinsonNewEra·
Patriots as far as the eye can see in central London 🇬🇧 Unite The Kingdom and the West.
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0x鸣人
0x鸣人@LuBtc888·
特朗普返美了,而黄仁勋还留在北京杀疯了, 一下午从南锣鼓巷杀到什刹海,尝遍老北京多款地道美食, 给无数商家免费提供了日后店铺宣传素材与打卡根据地, 所到之处人满为患,粉丝疯狂合照,顶流明星来了都没这么受欢迎。
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Garry Tan
Garry Tan@garrytan·
Hard leftists and DSA-types will fight AI tooth and nail because AI is the universal solvent for socialism’s three prerequisites. AI will reduce scarcity (abundance), eliminate victimhood (agency), and eliminate the need for intermediaries (disintermediation).
Brivael Le Pogam@brivael

Le socialisme n'est pas une théorie économique. C'est une structure morale qui a besoin de trois choses pour exister : 1. De la rareté à redistribuer 2. Des victimes à défendre 3. Une classe d'intermédiaires pour orchestrer le tout Retirez un seul de ces trois piliers et l'édifice s'effondre. L'IA est en train de retirer les trois en même temps.

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𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱 retweetledi
Shaun Maguire
Shaun Maguire@shaunmmaguire·
I know this sounds insane I read "Extraordinary Popular Delusions: And the Madness of Crowds" as a teenager I thought AI would likely have a bubble phase 18 months ago But now I think this is 1000x bigger than the Industrial Evolution This is an evolution of our species
Geiger Capital@Geiger_Capital

Have you considered the possibility that it’s not a bubble and the world is indeed changing at a pace humanity has never seen before, anon.

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𝕄𝕒𝕩 𝕊𝕜𝕪 🇺🇸 🇺🇦 🇮🇱 retweetledi
Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
France having higher public spending as a % of GDP than the late Soviet Union is one of the funniest charts here. It will end when markets stop absorbing French debt. The next Euro crisis will begin in France, it is just a matter of time. Enjoy the party as long as it lasts.
Michael A. Arouet tweet media
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Stephen Moore
Stephen Moore@StephenMoore·
The biggest wealth transfer in American history isn’t happening on Wall Street. It’s happening on U-Hauls. Over $2 trillion in income fled high-tax blue states for low-tax red states in just 11 years. And blue states’ solution? Raise taxes again.
Stephen Moore tweet media
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Treasury Secretary Scott Bessent
Treasury Secretary Scott Bessent@SecScottBessent·
It is very difficult for rats in a sewer pipe to know what’s going on in the outside world. Some color for the Iranian Leadership as they literally sit in the dark: 1. The United States has complete control of the Strait of Hormuz. 2. There is a hard currency, i.e. U.S. dollar, shortage. 3. Food and gasoline rationing are in place. 4. The entire international community has turned against you. 5. The BLOCKADE will continue, until there is pre-February 27 Freedom of Navigation.
The Wall Street Journal@WSJ

The U.S. Navy’s blockade is revealing a hole in Tehran’s strategy of guerrilla warfare and controlling the Strait of Hormuz on.wsj.com/4951PoE

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Algemeiner
Algemeiner@Algemeiner·
It's hard to overstate just how extensive Hezbollah's war-infrastructure is in South Lebanon. One tunnel here or there may not sound like much. But just yesterday, the IDF said it destroyed two vast Hezbollah tunnel systems near Qantara: roughly 2 km of underground infrastructure, up to 25 meters deep, with some 30 rooms and 30 shafts, weapons, bunk beds, and shafts connected to rocket-launch positions aimed at Israel. Read much of the coverage in the global media since (and before) the ceasefire and one could be forgiven for thinking Israel is in southern Lebanon out of sheer territorial ambition. But that framing collapses entirely once you take a look at what Israel is actually finding on the ground. This infrastructure is technologically advanced, labor-intensive, and extremely expensive. All of it built with one explicit purpose: to launch cross-border attacks at Israel's sovereign territory. And according to independent reporting, these tunnels were built over decades with direct Iranian guidance and funding, “to Iranian standards,” (per: IDF) as part of Hezbollah’s plan to use southern Lebanon as a staging ground for attacks on northern Israel. That’s the obvious context which is so often missing from coverage of Israel's operation in Lebanon. Hezbollah doesn't just have “fighters” in southern Lebanon. It has spent years turning the area into a fortified military zone with tunnels, launch sites, weapons caches, observation posts, and Radwan Force infrastructure embedded within (and under!) civilian terrain. Israel isn’t simply bombing empty hills or random villages. It is trying to dismantle a war machine built by one of the best-funded non-state militias on earth. Intelligent observers of this conflict would do well to recognize this fact.
Emanuel (Mannie) Fabian@manniefabian

The IDF says it razed a 140-meter-long Hezbollah tunnel in the Ras al-Bayada headland south of Tyre, in southern Lebanon. Combat engineers of the elite Yahalom unit blew up the tunnel using 24 tons of explosives this morning, the military says. Inside the tunnel, the IDF says troops located numerous weapons, as well as rooms where operatives would reside. The IDF says the tunnel was "recently used by Hezbollah terrorists" to advance attacks. Separately, the military says it struck several Hezbollah operatives and infrastructure in the western sector of southern Lebanon in the past day.

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Mark Dubowitz
Mark Dubowitz@mdubowitz·
If you’d told me a few years ago this is where we’d be on Iran, I’d have said you were high: 1. Nuke program set back years. Enrichment and reprocessing gutted, weaponization sites destroyed, Fordow inoperable, Natanz in ruins, a generation of senior nuclear scientists eliminated. 2. Ballistic missile program crippled. Monthly production down from 100 to near zero. Roughly half the regime’s missiles and launchers destroyed. The IRGC Aerospace Force commander who ran the missile enterprise dead. 3. Air defenses devastated. American and Israeli airpower dominating Iranian skies, with strike aircraft operating over the country with near impunity. 4. Full economic warfare. Not just OFAC sanctions anymore, but military pressure layered on top: naval blockade, near-zero oil exports, choked imports, wrecked steel and petrochemical sectors, triple-digit inflation, and a currency that is effectively worthless. 5. Regime decapitation. Khamenei dead. Larijani dead. Hundreds of senior IRGC, intelligence, military, and Basij commanders dead including the IRGC commander-in-chief, the armed forces chief of staff, and the Aerospace Force commander. Mojtaba Khamenei inheriting a hollowed-out regime with no supreme authority and a gutted command structure. 6. The region turning on Tehran. Gulf states shutting down the sanctions-busting, money-laundering, and financial escape routes the regime has relied on for years. No Arab capital willing to throw Iran a lifeline. China and Russia providing limited support. 7. Proxy network shattered. Hezbollah and Hamas heavily degraded. Houthi political leadership taking direct Israeli strikes. The “Axis of Resistance” and “ring of fire” are now more slogans than real threats. 8. Syrian corridor severed. Assad is gone. The new government in Damascus is actively blocking Iranian arms transfers to Hezbollah: arresting smugglers and publicly declaring Syria will no longer serve as a transit corridor for Tehran’s terrorists. The land bridge to the Mediterranean that took decades to build is effectively closed. 9. Lebanon pivoting west. With Hezbollah battered and resupply choked, Israel and Lebanon have opened direct peace talks for the first time since 1983, aimed at a permanent agreement and Hezbollah’s disarmament. Beirut now asserting that the Lebanese armed forces alone are responsible for national defense. This is a direct repudiation of Hezbollah’s “resistance” claim. TBD. 10. Deterrence exposed as a bluff. Four direct attacks on Israel — April 2024, October 2024, June 2025, March 2026 — failed to impose strategic cost and instead triggered heavy retaliation. Iran couldn’t even use Syria as a launchpad. 11.Economy hollowed out from within. Power shortages, water crises, factory shutdowns, pension unrest, and mass protests. Nationwide demonstrations erupted in December 2025 after a year of economic freefall, with bazaaris, oil workers, and truckers, the regime’s traditional support base, joining strikes across all 31 provinces. Running out of oil storage space. Fuel shortages. The worst crisis since 1979. 12. Scientific and technical brain drain. Beyond the nuclear experts, Iran has lost a generation of irreplaceable expertise in missile design, centrifuge engineering, and weapons development. The survivors are harder to recruit and easier to deter. 13. Naval power decimated. The regular navy shattered, IRGC navy taking growing losses as CENTCOM moves to reopen Hormuz. And against all of this: the regime forced to play its Hormuz card at its weakest possible moment when the U.S. has options instead of when we didn’t: namely, Tehran with nuclear-armed ICBMs, 10,000 ballistic missiles, a Chinese- and Russian-built military, hundreds of thousands of attack drones, a fully operational terror network, and hundreds of billions of dollars to harden its economy. That’s the strategic picture. It’s extraordinary. Much more to do but I can’t comprehend how much has been achieved.
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Tom Elliott
Tom Elliott@tomselliott·
The SPLC maintains cash reserves of more than $822 million. Much of which is stored in untaxed offshore bank accounts. To combat proverty & racism, probably.
Tom Elliott tweet mediaTom Elliott tweet media
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Naval
Naval@naval·
Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too. Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund. It runs on AngelList, which already supports $125 billion of investor capital. And I’ve joined USVC as the Chairman of its Investment Committee. — Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital. Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring. But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line. This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in. Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition. But there is no more productive, harder-working way to deploy a dollar than in true venture capital. USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages. It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere. There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction. USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid. Get access here: usvc.com
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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
SPLC raised funds by keeping fake racism alive, and were attack dogs for the left. They put friends I admire including Ayaan Hirsi Ali, and Charlie Kirk via Turning Point, on their “Hate and Extremism” list. Some in Corporate America funded them, and many made donation rules, content moderation, and partnership decisions based on their nonsense. We knew they were unethical; glad to see this admin expose SPLC’s criminal nature.
U.S. Department of Justice@TheJusticeDept

🚨HAPPENING NOW: Justice Department announces indictment against Southern Poverty Law Center ("SPLC"). Our indictment alleges SPLC secretly funneled MORE THAN $3 MILLION in funds to members of white supremacist and extremist groups.

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Marc Andreessen 🇺🇸
If the SPLC (!) was funding the hate groups they claimed to be fighting, what does this suggest re the rest of the censorship/debanking complex of the last decade?
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