Shredtoshi Gnarkamoto retweeted
Briljante comedy door een blanke over ‘the N-word’. Voor een zaal vol zwarten.
Dat is ballen hebben.
Let op de gezichten in het publiek.
Shredtoshi Gnarkamoto retweeted
🇲🇽 A MEXICAN TEENAGER BUILT A FIRE EXTINGUISHER THAT USES SOUND INSTEAD OF WATER OR CHEMICALS
A student created “Vortex Tech,” a portable prototype that uses low-frequency sound waves around 30 Hz to disrupt the air feeding small flames.
In tests, it put out small fires in roughly 5 to 8 seconds.
She built it with her adviser and uncle after getting inspired by a sonic-cannon concept.
It’s still an experimental prototype for small fires, but a teenager from Mexico turned bass into a fire extinguisher 😮
Writer: Sol
Shredtoshi Gnarkamoto retweeted
There’s only one other time I’ve seen the market this complacent in the face of an imminent, systemic risk. And I’m having déjà vu, because the risk around AI related cybersecurity has the same shape and setup as the pandemic risk in early 2020. Though it’s arguably worse.
Bearish market calls are a dime a dozen. But my threshold for making a public bearish call is extremely high. I’ve only done it once before…Feb 2020, weeks before the market fell 35% in a month.
By early Feb 2020 it was already clear to anyone paying attention that COVID was going to be a global pandemic. We had access to a lot of experts, and they were unanimous in their belief that a global pandemic was inevitable. And yet the public and the market treated it like another Ebola or SARS headline. When I warned people to prepare, I was told that we couldn’t have a global pandemic in this day and age. Today, people have the same difficulty imagining that the internet could become unusable. It’s so fundamental to how we live that its continued functioning is treated as a given.
In 2020, the market didn’t discount this risk until the evidence hit them right in the face. So the adjustment was violent and nearly instant.
In modern markets big tops are typically a process. They don’t tend to crash from all time highs. Economic data slows, breadth narrows, credit widens, etc. The market takes the signal piece by piece and distributes over months. But this one fell out of a clear sky, because an exogenous shock doesn't have to generate those kinds of signals in advance.
Quantitative models are good at extrapolating signals that have paid off in the past. That has increasingly become the backbone of financial markets, as well as betting and prediction markets. You can model a football game, or the weather based on data. But if a novel risk hasn’t shown up in the signals a model tracks, it doesn’t just estimate the odds poorly, it may not represent the risk at all. That’s why the market could sit at an ATH high in Feb 2020, with a catastrophe weeks away.
And its why the market currently sitting near an ATH doesn’t give me much reassurance. For a legible, datable risk it can discount ahead of time. It bids up vol into an election or a Fed meeting. But it struggles to price a novel exogenous tail because it has no reference class and no event date. It stays silent, right up until the repricing.
Today the cyber experts agree on the direction the way the epidemiologists did in February 2020. AI cyber capabilities now pose a risk to our entire digital system. And every day we get more evidence that we are nearing a tipping point. Our economy and livelihoods run on that system. The tail risk is a collapse, and its fatter than the market is pricing. I believe serious disruption is now a foregone conclusion, and only the magnitude and timing are still in question.
The market may wake up to this risk because of a single event that impacts the public in a visceral way, but that won’t be the underlying problem. That’ll just make it clear that the rules have changed. This is a paradigm shift in what attackers can do and how many systems they can target.
And like in 2020, the market can recognize the most obvious exposures without grasping how far the damage could spread. In the weeks before the 2020 crash the market did lightly discount the most direct, first order pandemic trades. The cruise lines, the airlines, a handful of others. But the fallout was never going to be contained to those names.
You can argue that the market is already discounting some risk, as the AI related trade has come under strain, credit markets are tightening, and there are other red flags under the hood. It’s hard to differentiate how much of that is due to cyber risks (and its second order implications), rather than fears over capex sustainability, large capital needs, valuations, etc. but the important point is that the market as a whole is still not pricing the scale of the risk.
Since the market tends not to slowly discount this type of risk, it means you can’t wait for confirmation. The opportunity is to position before the market recognizes what’s already qualitatively visible to experts. Which is what worked in February 2020.
But this isn’t an argument for fatalism, because the setup gives us an opportunity. Protection against an unpriced tail costs very little, because no one is bidding it. If the event never comes, you’re out a small premium. If it comes, you get paid from an undiscounted base, which is where the largest repricings in history come from.
That asymmetry means you only have to notice that the price of the insurance is cheap relative to the payoff.
I should say that the risk to this strategy is timing. A cheap convex bet is cheap per unit time but if that event takes longer then you can get eaten up by the carry. I think the timing of the market realization has now approached the point where my own qualitative analysis suggests that it is appropriate to take steps to protect your portfolio. But explaining the reasoning behind that assessment would take pages.
This isn’t financial advice. You should decide for yourself. I’m just making my own thoughts and logic public for anyone who cares how I am thinking at the moment.
I've never hoped more that I'm wrong.
Shredtoshi Gnarkamoto retweeted
My post about France went viral. Thousands of likes. Many Americans told me: "Democrats aren't socialists. America will never be France." I want to answer that seriously, step by step.
Start with a simple observation. Look at what has gotten cheaper in America over the last 25 years: TVs, phones, software, clothes, toys. Now look at what has exploded: college tuition, healthcare, childcare, housing.
What separates the two lists? The first lives in competitive markets. The second is exactly where government is most involved: subsidies, mandates, licensing, zoning, regulation.
College. Washington lends students almost unlimited money. Universities know the money will always come, so they raise tuition and hire more administrators. The student pays the bill for twenty years. More government money, higher prices.
Housing. Why can't a nurse buy a home in the city where she works? Not because of capitalism. Because of zoning laws, permits, environmental reviews, years of procedure to build a single building. The most expensive places to live in America are the places where it's hardest to build. When building is nearly illegal, prices explode.
Healthcare. The patient almost never sees the price. A third party pays, regulations limit who can compete, and costs climb year after year with no one able to say no.
So here is the trap. The problems you suffer from are not the failure of free markets. They are the places where the market has already been replaced by the state. And the solution you're being offered is more of the same.
That's the Trojan horse. It always works the same way. A real problem. A generous-sounding promise. A program that makes things worse. Then the failure of that program becomes the argument for the next one. People who lived under communism in Poland learned to recognize the lie and the mask the lie wears. The lie never presents itself as a lie. It presents itself as compassion.
In France we are at the end of that road. Debt we can never repay. Young people who can't afford a home. Our best people leaving. And every few years our cities burn. Nobody voted for this. They voted for one more generous promise, fifty years in a row.
If you're a Republican, share this with the Democrat in your life. Not to win an argument. To start a conversation.
If you're a Democrat, I'm not asking you to switch teams. I'm asking you to look at the pattern. Wherever the state took over, life became unaffordable. Don't fix the failures of government with more government.
Stay American. Ask for less state, not more.
I’m French. I want to talk to Americans who are about to vote Democrat. Not to insult you. To warn you.
I come from your future.
In France we did everything your progressive politicians promise. Free healthcare, free college, generous welfare, strong unions, heavy regulation, high taxes on the rich, a state that takes care of everything. Public spending close to 57% of GDP, one of the highest on the planet. On paper, it’s the dream.
Here’s what it looks like from the inside. France hasn’t passed a balanced budget since 1974. Our debt is above 3,300 billion euros. Interest on that debt is becoming one of the biggest items in the national budget. Our hospitals are collapsing despite record funding. Our schools rank lower every year. Young people with degrees can’t afford an apartment in the city they were born in. Our best engineers leave for London, Zurich and San Francisco. And the rich you wanted to tax? They left too, and took the jobs with them.
The promise was protection. The result is stagnation.
The worst part is that nobody in France voted for decline. Every single step sounded generous, compassionate, reasonable. One more program. One more regulation. One more tax to fund it. Each step alone makes sense. Fifty years of them, and you wake up in a country that can no longer build a nuclear plant on time or keep its streets safe.
I love America because it’s the one place on earth where people still believe they can build something from nothing. I came to Silicon Valley as a self-taught kid and it changed my life. That spirit is the most precious thing your country has.
Before you vote, ask yourself one question: is the program you’re voting for making America more like America, or more like France?
Trust me. You don’t want to be France.
Shredtoshi Gnarkamoto retweeted
Вот пришли и за архитекторами. Массовые увольнения в архитектурных компаниях. Зайка ИИ делает чертеж 2х этажного дома за 88 секунд. 524 элемента. Полностью соответствует строительным стандартам.
CLAUDE DREW A TWO FLOOR HOUSE IN AUTOCAD: 524 ELEMENTS IN 88.6 SECONDS.
Both floors, the front elevation, the title block, notes, and the door and window schedules, all from a script that drives AutoCAD.
Where the time went:
First floor: 188 elements, 31 s
Second floor: 171 elements, 33 s
Front elevation: 83 elements, 15 s
Title block, notes and door and window schedules: 82 elements, 8 s
The count and timings are Claude's own report of the script run, and nothing in it checks the plans against any building code.
Schedules, notes and the title block took 8 seconds, and that is the repetitive part of drafting.
My guess is that drafting is the first part of the job that turns into a prompt. The thinking stays with the architect: what goes in the house, where the walls go, what the building code says.
Would you hand a client a drawing set made in 88 seconds?
Shredtoshi Gnarkamoto retweeted
#GenerationalCycles
#FearGreedCycle
if you don't learn from history, you are doomed to repeat it, or the more things change, the more they stay exactly the same.
#pma4tw
Shredtoshi Gnarkamoto retweeted
🚨SCARY: Meta’s Muse AI agent allegedly shared a user's HOME ADDRESS, accepted a lowball offer, and arranged a Facebook Marketplace pickup without telling him.
Tech creator Matt Robb says the buyer actually showed up while he was unavailable. Muse even told the buyer “I’m here” before later admitting it had made a mistake.
Meta markets Muse as an agent that can negotiate and act online for users, while saying it won’t share saved information like an address without asking first.
Shredtoshi Gnarkamoto retweeted
26/ Thanks for reading!
If you enjoyed this thread, please ❤️ and 🔁 the first tweet below
And follow @bravosresearch for more market insights, finance and investment strategies
xitter.cf/bravosresearch/status/…
Shredtoshi Gnarkamoto retweeted
I have conducted an audit of Anthropic's finances.
What I have found is so shocking that I am calling for a Congressional investigation.
Anthropic is not just seeking regulatory capture.
It has built a regulatory capture machine that cannot be turned off.
Structural financial incentives make it impossible for Anthropic -- I call it the Anthropic Network -- to turn off its own AI doom cycle.
It starts with METR.
Dario Amodei proposes "third-party evaluators" to assess the risk of Anthropic's models.
He proposes METR for this purpose.
But METR is financially dependent on the Anthropic's success -- specifically, on the explosive growth of more than $7 billion dollars in Anthropic stock.
Dustin Moskovitz invested this stock into Good Ventures Foundation, where it represents the majority of that organization's portfolio.
And GVF is the overwhelming funder of the entire Anthropic Network ecosystem.
This stock was worth $500 million early last year.
It is worth more than $7.7 billion just ~16 months later.
METR -- and all of those building a career its parent organizations -- cannot afford to disrupt that growth.
Because if Anthropic goes under, many of the organizations that fund METR go under as well.
But if Anthropic succeeds, METR and its parent organizations become more richly financed to regulate AI -- something those at METR want very much.
The "third-party evaluator" is not "third-party" at all.
The evaluator is on Anthropic's payroll.
If this were the end of it, that's bad.
But that isn't all.
The same organizations that fund METR also fund the many organizations, such as the Tarbell Center, that promote AI Doom.
The Tarbell Center publishes AI Doom articles in The Verge, Science, LA Times, The Dispatch, TIME, and others.
They are selling the problem, and then selling the solution to the problem -- from the same money pile: Anthropic's.
All of these organizations are financially dependent on the same exploding $7 billion money pile.
As Anthropic grows more and more powerful, its AI Doom Machine grows better and better financed -- louder and louder.
Meanwhile, the regulatory regime seeded in METR grows larger to solve the increasingly loud -- now hysterical -- problem of AI Doom that the Anthropic Network itself created.
From this standpoint, as Anthropic becomes more powerful, AI might be getting scarier, sure -- but the positive feedback loop also becomes more deafening -- independent of objective facts.
This itself is an objective fact.
The deafening AI Doom is part of an business model, that, as it expands, so too does the AI Doom messaging -- there is simply more money to do it.
But the problem also goes in the other direction:
If Anthropic dies, the Regulatory Regime and the AI Doom Machine are crippled or die.
Neither METR nor Tarbell nor the other organizations in the Anthropic Network can allow that to happen.
Hence, neither METR or the AI Doom Machine can be trusted to provide independent assessments of Anthropic's models or AI more broadly.
They simply are not organizations independent of Anthropic.
And Anthropic cannot detach itself from METR or Tarbell or countless other safety orgs (not shown here), either, because they drive hype for the models and the possibility of eventual regulatory capture, and Anthropic will not give that up willingly.
What's more, the people at all of these organizations are all the same ecosystem, the same community. They just shuffle between organizations.
The Anthropic Network is therefore, so long as it is successful, locked into a self-amplifying feedback loop inside an ideological monoculture.
And that feedback loop is winning.
That's what Jacob Coxon is.
China is keeping messaging tight. That is why optimism for AI is so high in China.
America has Anthropic: a massive company pushing anti-AI propaganda at a state level.
Anthropic will either create hysteria until American AI slows down and China wins, or it will create fractures throughout American society with severe political consequences.
Ironically, because of the structural financial incentives underpinning the Anthropic Network, it has become the same kind of self-amplifying virus that it fantasizes AI to become in the future -- while hiding its tracks just as carefully.
It is the mirror of the same AI virus that it hypothesizes to consume America.
Anthropic's business model, models itself after the very thing it claims to fear.
Except Anthropic's ideology infects humans, not computers.
Congress must investigate.
Evidence and Github in next post.
Then some supplementary figures.
Shredtoshi Gnarkamoto retweeted
As some of you know, Bobby Kennedy @RobertKennedyJr is one of my oldest and best friends. I am so proud to know him. I was involved in his Presidential compaign and it's one of the high points of my life. I truly have seen him deliver over well over two hundred speeches, including one of the best I ever saw in Boston as he announced his run. I have lost many of what I thought were friends for supporting him, and tonight I truly do not care. His speech tonight laid it all out as purely and cleanly as anyone could will ever do. Where were are, and what we are up against, in a way no other former Democrat has been able, or has had the courage to say. Please, if you didn't see it. Watch it. I am so proud of this great American and so glad we all have him in our camp and on our side. All of us Democrats and Republicans.
Shredtoshi Gnarkamoto retweeted
Regret the tone of my post on data centers yesterday.
What I should have said:
There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this.
On balance, data centers are awesome for America in every way.
On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project.
On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns.
On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians.
On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers.
On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries.
On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land.
Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged.
When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America.
I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw.
Might write up open-weight AI tomorrow as this is equally essential to America.
Shredtoshi Gnarkamoto retweeted
If I were president and I wanted to tank the dollar and get rich off it, here is exactly what I would do.
I would hire a Treasury Secretary who already made $3.5 billion crashing another country's currency. I would put my guy in charge of the agency that approves bank charters. I would install a crypto czar with $200M in crypto holdings and give him an ethics waiver so nobody could challenge it.
Then I would sign an executive order banning the government from ever creating a digital dollar so there was no competition.
Then I would have my family launch their own private digital dollar. My family takes 75% of net profits. I would grow it to $4.6 billion in circulation and route a $2 billion Abu Dhabi sovereign fund deal through it to prove it works.
Then I would get Congress to pass a law requiring every stablecoin in the country to hold short-term Treasury bills. Now every dollar of my digital currency is a forced buyer of government debt. Brookings projects $2.3 trillion in captive demand by 2030.
Then I would have my OCC guy grant my family's company a federal bank charter. Now I can issue my digital dollar with federal authority.
Then I would have my Treasury Secretary weaken the actual dollar. Bond buybacks that suppress yields but tank the currency. Build a $950 billion war chest for more. Let the debt hit $40 trillion. Dollar index drops to 99. Gold goes to highest point ever.
Then I would kill the Corporate Transparency Act and delete the FinCEN beneficial ownership database. That was the one law that required every shell company in America to report who actually owns it. Without it, nobody can trace who is buying my stablecoin, who is routing money through it, or where the profits land.
Then I would let the loop run. Weaker dollar drives demand for "stable" digital alternatives. The law I passed forces those alternatives to buy T-bills. That funds the government's debt. My family takes profit on every transaction. Foreign central banks walking away from Treasuries get replaced by legally mandated stablecoin reserves my family controls.
Then I would use sanctions to start cutting countries off from the dollar system entirely. And when those countries need a new way to transact in dollars, the only federally chartered private digital dollar in existence is mine. They can buy it through shell companies nobody can trace because I deleted the ownership database.
I just built a toll booth on the global financial system. I take a cut every time someone uses the dollar. And I made it so nobody can see who is paying.
And every single step I just described has already happened.
So what does that mean for you and I?
The reason the United States can borrow at low rates and keep your mortgage and your car payment and your import prices stable is because foreign central banks hold trillions in dollar reserves. That system has always been public. The benefit went to everyone. Lower borrowing costs, cheaper goods , and the single biggest economic advantage any country has ever had.
What I just described is the privatization of that function. The entity buying the debt is no longer a central bank acting in the public interest. It is a private company taking 75% of net profits for one family. The reserve function used to generate a public benefit. Now it generates a private fee.
Your purchasing power shrinks every time the dollar weakens. Your 401k buys less in real terms. Everything you import costs more. And every time the dollar drops, demand for the private digital alternative goes up. The one the president's family owns. The one that by law must buy government debt.
You absorb the cost of a weakening dollar. His family collects the profit. That is the trade.
The enforcement mechanism to stop a sitting president from doing this? There isn't one. Former White House ethics lawyer Richard Painter says it would be a violation for literally any other federal employee, but not the president.
Nobody voted for this. No one was asked. There was no debate. There is no enforcement mechanism. There is no one investigating it. The Senate tried and it was blocked.
This is the largest conflict of interest in American history happening in broad daylight while everyone argues about something else.
So what do you do? Share this. Make it impossible to ignore. Send it to your representative, your senator, every journalist you follow. We make them answer for it.
Because the only thing protecting this scheme right now is the fact that not enough people understand it yet.
Shredtoshi Gnarkamoto retweeted
For those confused why Vance would think this, read chapter 13 of Broken Money.
The chapter is free here:
lynalden.com/wp-content/uplo…
Shredtoshi Gnarkamoto retweeted
Replying to @LynAldenContact
Shredtoshi Gnarkamoto retweeted
In the single year the money supply hit an all-time high, humanity sold both of its hedges against exactly that, the 5,000-year-old one and the 15-year-old one, and poured the money into a machine. US M2 just set a record at 23 trillion dollars, and money creation is speeding up.
Gold, the ancient solid shield against debasement, fell 28 percent from its January peak. Bitcoin, the digital shield built for this exact moment, is down too. Both hedges abandoned at once, in the year they were supposed to matter most.
So where did the money go. Into silicon. Yup! The chip index has rocketed 94 percent this year against 9 percent for the S&P 500, and the crowd has decided that in an age of endless dollars, the asset that best guards wealth is no longer a thing you hold.
It is the company building artificial intelligence. Gold and Bitcoin protect against inflation by being scarce. Chips do it by being scarce and the single most useful thing on planet Earth.
This is a monetary regime turning in real time. For a generation, more printing meant flee to hard money. In 2026 it clearly means buy the machine that might make labor, and eventually money itself, work differently. The hedge era is ending. The productivity bet has begun.
Then the crazy twist that should stop you cold. The people selling gold are the public.
The people buying it are the central banks, 244 tonnes in a single quarter, above their five-year average, China now accumulating for 19 straight months, all while the price fell. The very institutions printing the dollars are quietly buying back the metal the public throws away.
One of them is clearly wrong. And the last time the world agreed the ancient hedges were finished and the new machine was destiny, the year was 2000, and the chip index is about to break that year's record.
Wall Street just pulled off the exact move that turned 2008 from a housing problem into a global collapse.
They turned Nvidia graphics cards into bonds, stamped them investment grade, and started selling them into the funds that hold retirement money.
Here is what happened while everyone was busy arguing about whether AI stocks were overvalued:
The company at the center is CoreWeave, which rents out Nvidia chips to AI companies.
To buy those chips, it borrows enormous sums, and the collateral on the loans is the chips themselves. That alone is alarming because a graphics card LOSES most of its value within a few years as the next generation makes it obsolete.
You are lending against an asset built to rot.
In January, Nvidia invested $2 billion straight into CoreWeave, which then used borrowed money to buy more Nvidia chips.
On March 31, CoreWeave closed an $8.5 billion loan backed by its chips, and for the first time the rating agencies stamped that chip-backed debt investment grade, with Moody's assigning it an A3.
Debt secured by depreciating graphics cards was rated nearly as SAFE as a blue-chip corporate bond.
Then on May 18, CoreWeave closed the first chip-backed facility designed to be publicly syndicated and traded on secondary markets.
And that's the part that really matters because it means this debt can now be sliced up, passed around, and bought by anyone, including the bond funds and pension managers who are required to hold "safe" investment-grade paper.
On June 11, it announced another $3.5 billion in bonds on top of all of it.
Now compare this to what happened in the past:
Subprime mortgages in 2007 were not dangerous because some people got loans they couldn't repay...
They became a global bomb the moment that debt got rated AAA and sold into the wider financial system, because the rating is what let it bleed into money market funds, pensions, and bank balance sheets that were supposed to be boring and safe.
The bad loans were the spark but the packaging and rating were the detonator.
And that detonator just got built for AI.
Debt backed by graphics cards is now rated investment grade and trades on secondary markets, which means the AI bubble is no longer trapped inside tech stocks you can choose not to own.
It has been quietly converted into bonds and routed toward the retirement accounts of people who have never typed a single prompt in their lives.
And the whole structure rests on a backlog of customer "commitments" that CoreWeave values at nearly $100 BILLION, backed by a $21 billion Meta deal and a $6 billion Jane Street deal.
Those are promises to pay over many years, made by AI companies that are themselves mostly unprofitable and burning cash. If even a few of those customers slow down or walk away, the collateral sitting under all this rated debt is a warehouse of chips losing value by the month.
The AI bubble used to be a stock-market story you could opt out of. But as of this spring, that isn't the case anymore.
So here's the real question:
When the people packaging this debt swear to you that it's safe, who do you think is standing on the other side of that trade?
Shredtoshi Gnarkamoto retweeted
One of the MOST HORRIFIC CRIMES in our World’s History was INTENTIONALLY hiding drugs to treat cancer.
The Pharmaceutical Industrial Complex should be CHARGED with WAR CRIMES…
“We saw an 84% positive outcome with cancer patients that took Ivermectin and Fenbendazole”
Shredtoshi Gnarkamoto retweeted
Charlie Kirk: "We did not receive any apologies from the ruling class that lied to us repeatedly during COVID. The lockdowns, the vaccine, mask mandates, school closures. I don't think the ruling class understands the undermining of their credibility that happened."
Shredtoshi Gnarkamoto retweeted
Bayer has just SUED Pfizer, BioNTech, Moderna and Johnson & Johnson in federal court.
Because the mRNA stabilisation technology used in every single COVID vaccine injected into your kids, your parents, your pregnant friends, your grandmother in the care home was patented by Monsanto in the 1980s for CROPS.
And the company that owns the patent is now in court demanding royalties.
This is not a conspiracy theory. This is Bayer's own lawyers, in Bayer's own filings, on the public record. They are literally arguing in federal court that their agricultural genetic modification technology was copied and injected into human beings WITHOUT A LICENSE.
Meanwhile Moderna just paid Roivant $2.25 BILLION to settle a separate mRNA patent lawsuit. BioNTech is suing Moderna. GSK is suing Moderna. Everyone is suing everyone. The patent fights alone are going to cost these companies tens of billions of dollars.
If Bayer is right, then every single "safety study" that was rushed through in 2020 was looking at the wrong thing. They were testing a vaccine. They were not testing an agricultural genetic modification platform being used in humans for the first time.
I have been saying this since 2021.
The same institutions that LIED to you about Iraq having WMDs, about the 2008 bailouts being a "one time thing", about inflation being transitory, about Epstein killing himself, those are the SAME institutions that told you to take a shot based on two months of trial data.
If you still trust them after THIS one, I genuinely do not know what to tell you.
Wake up. Get healthy. Get off their food. Get off their media. Get off their system.
The world’s most respected political scientist just admitted that governments no longer run the world.
Ian Bremmer's firm writes the risk report every major hedge fund, bank, and government reads before making decisions.
He doesn't do hot takes. He does FORECASTS.
And buried under a 90-minute discussion with Steven Bartlett, he dropped this bombshell:
Anthropic built a model so powerful it could hack every bank, power grid, and water system on Earth.
They didn't call Congress.
They called Jerome Powell and Scott Bessent directly.
Within hours, every major bank CEO was in an emergency meeting.
Jamie Dimon called it a "five alarm fire."
No hearings. No votes. No public debate.
A private company detected a threat, called two people, and the US financial system reorganized around it overnight.
That's not a "government."
And this is the pattern nobody's connecting:
Michael Dell just moved $6.25 BILLION to 25 million American kids using federal infrastructure Trump's team built for him. Government does the accounting. Dell gets the PR.
Jeff Bezos just came out of retirement with $6.2 billion to build "AI for the physical economy." 100 researchers. Day one. No board. No IPO. Just: go.
Jensen Huang told Joe Rogan that CUDA, the single technology that made AI possible, was built because ONE guy at Nvidia believed in it when the stock crashed 83%. Nobody voted on it. Nobody approved it. He just did it.
Elon has Starlink turning wars on and off in Ukraine.
None of these decisions went through a legislature.
None of them were debated on CNN.
None of them were on any ballot.
In Bremmer's own words:
"The most important new global leaders aren't countries. They're technology companies writing their own rules."
And once you see it, you can't unsee it.
There are two economies running in parallel right now:
Economy A is the one you see. Elections. Tariffs. Tweets. Midterms. Iran. Congressional hearings where senators ask Mark Zuckerberg how Facebook makes money.
Economy B is the one that actually decides things. 5 CEOs, 3 central bankers, and a handful of billionaires in group chats and private dinners, rerouting trillions and deploying technology that rewrites physics, biology, and labor.
Economy A is theater for the 99%.
Economy B is where the 1% already live.
And the gap isn't closing.
Bremmer's real warning wasn't about China or Trump...
It was this:
We're heading toward a split between "empowered hybrid individuals" with AI as a core relationship, and people we "won't even treat as human beings anymore."
Not different classes.
A different SPECIES.
This is a forecaster who advises Goldman, BlackRock, and the White House telling you the taxonomy of humanity itself is about to fork.
Meanwhile the public is fighting about who's going to win the midterms.
Trump is a symptom. Mdani is a symptom. Farage is a symptom.
They're all reactions to a system average people can feel has already left them behind, but can't articulate why.
But the why is simple:
The people making the decisions that will define the next 50 years of your life stopped asking for permission.
They stopped running for office.
They stopped filing quarterly reports on what matters.
They just build, deploy, and inform the government after.



































