Johnnie Keats

@stackhodler @ronin21btc I call BS.

Haven't been sharing much macro / investing stuff on here since nobody wants to read bearish takes And I've been mostly bearish since late last fall. But someone asked for my current thinking so here it goes: My daughter will be born any day now. Protecting my family's capital and navigating this fourth turning has been my number one priority since my son was born two years ago. I have been laser focused on making sure baby girl and her big brother are taken care of. And that mom is blissfully unaware of the unfolding chaos. But I can only do things that are in my control. Scrolling the timeline and getting worked up about every tit-for-tat escalation is completely useless. So what have I done instead? The majority of my portfolio has been in Swiss Francs and physical gold since late last fall. I shared my bearish thinking then. It was very hard to sell. But with my family's well-being guiding my decisions, my gut told me I had to. For the first time since going all-in on Bitcoin around $5K in March 2020, BTC makes up a minority of my holdings. And I'm still in no hurry to re-deploy. I've moved my CHF into the most stable Swiss banks in existence with unlimited state guarantees. I moved my physical gold into high security non-bank safety deposit boxes, along with some physical CHF. And besides some energy-related equities and some QQQ puts... I'm being patient with my family's capital. The closest I have come to buying anything was some arable land with a fresh water source in France. But I'm not keen on tying a large chunk of capital to the fate of France. We have a private credit crisis, a global sovereign debt bubble, the worst energy crisis in history, and potential WW3 breaking out. Global yields just began breaking out in a major way last week. Equity indexes have been incredibly complacent given the circumstances. If you think you're late to react, IMO you're not. I see massive complacency. People forget that the world can actually turn into a very chaotic place. We have been living in abnormally peaceful and prosperous times for our whole lives. Everyone is conditioned to expect TACO, v-shaped recovery, etc. But I think that changes this week. Especially if we pass Trump's 48hr deadline and all parties follow through on their threats to destroy more critical infrastructure. Maybe this is peak fear. Maybe we walk back from the brink and stop the bleeding. (not that it solves the private credit or sovereign debt crises btw) But as a steward of my family's capital, wealth preservation remains a far bigger priority for me than incremental gains given the circumstances. I have long written that I expect either the Great Debasement or Great Depression 2 in the 2020s. But perhaps we get both. In my estimation, Great Depression 2 is now far more likely than it was just a few weeks ago. I.e. everyone getting poorer in real terms due to skyrocketing energy costs, people losing jobs, and people defaulting on debt en masse. The assumption that central banks can simply print us out of this crisis is a dangerous one. Sure they may print. But they cannot print oil. They cannot print jobs. They cannot print energy infrastructure. They cannot put the AI genie back in the bottle. A serious supply crunch of oil can only be dealt with by allowing demand destruction. Printing money does the opposite. Printing money into a supply crunch of oil / nat gas is basically destroying the currency on purpose. Which may very well happen. But that brings the legitimacy of the Central Banks into question, so will they deliberately destroy themselves? We ignore these constraints at our own peril. As yields start moving higher, I am braced for a deflationary "correlation to 1" moment. I have a shopping list of quality assets ready to go (including BTC) and I will deploy capital once I see how the central planners decide to react. Beyond investing, I've stocked up on a years worth of critical supplies. My home is filled to the brim with diapers and formula. I've done all I can to prepare my family. Now it's time for a long ski erg and a sauna session to make sure I'm in the best mental state possible for baby girl's arrival. The timeline is un-scrollable right now. Just a massive doom fest. Take action. Do what you can to prepare. But don't forget that the world is still beautiful. And the best things in life have nothing to do with money. Time with family, pushing yourself physically in nature, a little bit of morning sunshine on your face... If you have the ability to enjoy those things today you're already wealthier than you realize.

@Cole_Walmsley April is the cruelest month. - TS Elliot

The New Year doesn't begin on January 1st. Think about it. Why would you "start fresh" in the dead of winter? The spring equinox is the true beginning. It's the time when daylight starts overtaking darkness. Nature renews itself. Flowers bloom, seeds sprout, animals come out of hibernation. Earth comes alive again after contracting down into the depths of winter. That energy and time period makes way more sense for the "New Year" to begin. Nearly every ancient civilization recognized this (at least in the northern hemisphere, where every major ancient calendar was created). Persia still celebrates Nowruz (which means "New Day") on the spring equinox. The Persian calendar, which is over 3,000 years old, begins with the spring equinox in March. Rome's original calendar began in March. Astronomically, the spring equinox is when the sun crosses the celestial equator heading north. This is the direct reason for spring existing. When the sun crosses the equator, the northern hemisphere moves from contraction to expansion, darkness to light. This is why so many ancient cultures anchored their new year to the spring equinox. It's the literal fresh start. It signals new beginnings. Aliveness. Expansion. Even the astrological new year begins with the spring equinox, when the sun moves into Aries, the first sign of the zodiac. But then in 153 BC, Rome moved the new year to January so its leaders could take military command sooner for a war in Spain. The calendar got rearranged for war. It's stuck ever since. Every calendar reform has kept January as the first month, even though -September is septem (7) -October is octo (8) -November is novem (9) -December is decem (10) If the calendar started in March, which is when nature signals its new beginning, then all of those months would match their meanings. Look at nature... I bet there's some sort of "new" energy you're experiencing in your life right now. Something is shifting, pivoting, or beginning. That's nature giving you a fresh start. March 20th is the Spring Equinox. Happy New Year

"The goal is not to completely subjugate Afghanistan. The goal is to use Afghanistan to wash money out of the tax bases of the United States, out of the tax bases of European countries through Afghanistan and back into the hands of a transnational security elite. The goal is an endless war, not a successful war." -Julian Assange, 2011

@Dan_Brisbois @InterstellarUAP I caught a glimpse of the ultimate truth. It’s love, all the way down. Be still, and touch grass.

You’re flirting with a deep idea but don’t butcher physics to make it sound edgy, the Double-slit experiment doesn’t prove reality is some Xbox loading screen, it shows quantum systems behave like waves of probability until they interact with a measurement setup, “observer” doesn’t mean your eyeballs, it means any physical interaction that locks in a result, and the whole “renders when you look” take is a cute metaphor but it’s not how the math actually plays out in Quantum Mechanics, now Elon Musk tossing around simulation odds is just philosophical spice, not evidence, because here’s the cold truth, we have zero empirical proof we’re in a sim and zero proof we’re not, which means you don’t get to pretend you cracked the code, you’re just standing in the fog like everyone else, the real power move isn’t obsessing over whether reality is rendered, it’s mastering the game you’re already inside, because whether this is base reality or some cosmic GPU flex, the rules still punish weakness and reward competence, so instead of chasing metaphysical clickbait, build something, learn something, dominate your little slice of the universe, simulated or not.

🚨 Simulation Theory: The Double Slit Experiment proves particles act like waves until observed then they snap into particles. What if our reality only "renders" when we're looking, just like a video game optimizing resources? Check out this episode from The Why Files breaking it down, tying it to Simulation Theory. Are we in a sim? This could be the key to unlocking the true nature of existence! The Why Files video did a great job on explaining the Double Slit Experiment & Simulation Theory What do YOU think—real or rendered? Drop your thoughts below!

It’s obvious Israel is a psychopathic homicidal terrorist state and the last thing they want is a peace deal. It’s time to make every politician pay a huge price for siding with Israel and taking their money:

A plausible explanation of why they want to ban cash. Please watch and share Join us: HISTORY 📜

🚨 THE DIRECTOR OF THE NATIONAL COUNTERTERRORISM CENTER JUST RESIGNED OVER THE IRAN WAR: Joe Kent just posted his resignation letter to Trump on X. He said Iran “posed no imminent threat to our nation.” Said the US started this war “due to pressure from Israel and its powerful American lobby.” Called it “the same tactic the Israelis used to draw us into the disastrous Iraq war.” This is not some random critic… Combat veteran, 11 deployments, Gold Star husband, Trump appointee running one of the most sensitive national security roles in government. He told Trump directly: “You can reverse course and chart a new path, or you can allow us to slip further toward decline and chaos.” First major resignation from inside the administration over this war. I’ll keep sharing updates as things develop, just like I always do. Follow with notifications. This is EXTREMELY important.

@TylerDurden @saylor Followong for a minute. Heads up. You’re kind of a douche.

@saylor Your ass is getting stretched next month sub 60k

Stretch the Orange Dots.

The Senate must enact the will of the people

In the span of 2 days: - The FBI announces Iran’s plans to attack the West Coast with drones - Trump says they have eyes on all sleeper cells in the country - 4 drones get stolen from an army base The false flag is so obvious, you’d have to be dumb not to see it.

@AdamBLiv @btcefe Yo Wiz, mstr or strc long term?

@btcefe ALWAYS NEED MORE DRY POWDER I RECKON

BREAKING: STRATEGY RAISING OVER $250 MILLION PER HOUR WITH STRC/MSTR TODAY 🤯🤯🤯

Correction: 4 drones were allowed to be taken in order to prepare for the upcoming false flag attack. They cannot get away with this shit in the internet era.

We are being ruled by degenerates.

@sunnydecree @AdamBLiv Proof you can be Sunny and a douche.

Don’t get me wrong. I’m totally fine with Saylor pumping my bags to nine figures one day. But at this point, he’s not doing Bitcoin any good anymore.

@Breedlove22 Cringe. Gofundme for a shirt.

In the red shorts: July 2023 age 37, near best shape of my life “naturally” In the blue shorts: Feb 2026 age 40, near best shape of my life “unnaturally” Besides doing anabolics briefly (and stupidly) in college for a few weeks, I trained naturally from the age of ~11 to ~39.

Notice how the anti-ICE protests stopped and the Iran protests started? It’s because these are not grassroots protests, they are coordinated operations being financed with foreign cash. @NateFriedman97 is exposing it all.

@GOPMajorityWhip God? Bless? 🤡

This is a bold, decisive act of strength by President Trump. The Ayatollah is responsible for killing hundreds of U.S. service members and slaughtering its own people. We pray that because of this leadership, the U.S. and the world will be a safer place. May God bless and protect the men and women of our military conducting this mission and serving in the region.

@hillery_dan Memento mori, knucklehead.

Perfect setup to make money.

🚨 JANE STREET LAWSUIT SPARKS “DIGIT 10” THEORY IN CRYPTO MARKETS The recent legal filing against Jane Street for alleged market manipulation in crypto and options has traders buzzing. Observers note that the daily 10 AM liquidity dumps paused immediately after the lawsuit went public, fueling speculation of a “cease and desist” effect. The lawsuit claims Jane Street used sophisticated algorithms and insider-level order flow data to front-run retail liquidations. Analysts tie this to the so-called “Digit 10” pattern: major events like the Luna crash on May 10, 2022 ($40B wiped out), the $19B liquidation on Oct 10, 2025, and the recurring 10 AM daily dumps, dubbed the “Jane Window.” Institutional tactics, such as asymmetric access to order books and targeting stop-loss clusters, often give firms like Jane Street, Citadel, and Jump Trading an edge over retail traders. Many argue the broader crypto bull run remains constrained until these practices are restricted. 📸 bulltheory

This is billionaire co-founder / executive of Jane Street Robert Granieri He likes to keep a very low profile, so share his pic everywhere. He is also an effective altruist so are many employees of Jane Street including SBF I consider EA to be a dangerous ideology, very popular among tech elites circle. He recently funded a coup in South Sudan, which he says he was scammed into lol. Jane Street was recently banned from India after extracting billions running illegal derivatives trading strategies. The only crimes of Jane Street which have been made visible are outside the US - crypto, India, Sudan talking about leeches ....