Palantir announcing its moving HQ to Miami on the same day Mamdani announces tax hikes in NYC is just comical The shift of the financial center of gravity for the US towards the Southeast is accelerating

George Soros was pretty good at macro

2027 team offsite

BREAKING: Elon Musk’s SpaceX and xAI are competing in a secretive new Pentagon contest to produce voice-controlled, autonomous drone swarming technology, per Bloomberg.

I'm joining @OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open, independent, and just getting started.🦞 https://t.co/XOc7X4jOxq

Including UK post Brexit:

US + EU still has an edge over China in Manufacturing output even after we've gutted our middle class for the short term benefit of asset owning boomers.

NEW - Rubio says Europe and U.S. belong together bound by "centuries of shared history, Christian faith, culture, heritage, language, ancestry" and that since WW2 mistakes have been made: outsourcing "our sovereignty to international institutions," imposing energy policies that

MORE - Palantir facilitated the integration of Claude into the strike planning and execution against Maduro. https://t.co/wnAlEz9ndy

Hyperliquid makes more money than Coinbase.

if you ever start worry about the "AI bubble" just stare at this chart for a few minutes. we've departed from the previous exponential trend and have gone super exponential.

Long end US treasuries having their best performing week in a year feels like a narrative violation

This has gone on for decades with barely any serious pushback. Fleets mass near the Galápagos and along the edges of Alaska & Canada, right on America’s doorstep This is one of the biggest silent crises happening in the world right now. Long overdue for real US policy action.

It does seem a little crazy that every day people get sports gambling and prediction market ads thrown in their face all day yet you’re not allowed to invest in innovative private companies. Seems more like more of a way to gate keep deal flow for the wealthy & institutions.

Fully understand that there need to be investor protection laws in place & technically Americans w/ retirement accounts do have indirect exposure to these names, but imagine if this value creation directly benefited every day people. Would be great for top down alignment.

PENTAGON TARGETS CHINESE COMPANIES SUPPORTING MILITARY The Pentagon has added several Chinese firms to its list of companies aiding the military: Alibaba ( $BABA) BYD ( $BYDDY) Baidu ( $BIDU) COSCO ( https://t.co/hGNSceuy6j) Huawei (private) NIO Inc ( $NIO)

ok hear me out what if AI is useful and people start implementing it and it turns out to improve productivity in a lot of areas but also leads to some job displacement and humans act in the same way they always have to new things by slowly adapting at a societal level

Seems like everyone is talking about implications of AI on white collar jobs but not a lot of talk about implications for commercial real estate and asset managers levered up to own it?

This will be a good talking point next bull mkt when Elon is getting himself on the moon

AGI is bullish for BTC because of the need for UBI but also bearish for BTC because it could prolong the old-to-young wealth transfer because of longevity & medical advances