BunkerDweller retweeted
The playbook will go something like this: 1) win back the House and Senate, and hopefully the Presidency in 2028; (2) admit DC and Puerto Rico as states, which doesn’t need a constitutional amendment, to gain 4 new Senate seats and cement control; (3) pack the Court, which only requires a change to the Judiciary Act of 1869, not a constitutional amendment; (4) eliminate the electoral college, which is unconstitutional, but not when you have a rigged court that finds the ‘loophole’; (5) flood the country with pliant migrants, swamp the natives, and hold power indefinitely.
I'm going to keep it real. I don't really care what you wear to the gym. If you think dressing provocatively is somehow not correlated with people wanting to be looking at your body in appreciation, then I don't want to tell you. When I was in my early 20s and I was 10% body fat at 225, I definitely wore cutoff shorts and took my shirt off at every opportunity I could. It was not out of a sense of modesty. Just do you and own it. And never be too proud to laugh at yourself.
BunkerDweller retweeted
In the US, the capacity to buy a home has collapsed.
A household now needs about $124,674/yr to afford the median-priced home. That's 45% MORE than the median household earns.
If that's not bad enough, the 30-year mortgage rate has jumped from 3.51% in 2020 to 6.71% today.
BunkerDweller retweeted
You have a better chance of seeing Mitch McConnell alive than getting a $5,000 check from Donald Trump.
BunkerDweller retweeted
Scott, how is that yen intervention going?
@peruvian_bull
BunkerDweller retweeted
Replying to @dotkrueger @YouTube
Yep, Greenspan was patient zero. Bernanke was the super spreader. "we have a technolgy....a printing press"
BunkerDweller retweeted
Instead of funneling billions to its terrorist proxy, Israel, and 750 bases, this failing empire could spend that cash on its own people, but nah, that'd make too much sense for this regime.
Scotty, man [?], your credibility is on the line. Do something.
nytimes.com/2026/08/26/busin…
BunkerDweller retweeted
Thoughts on Gold from the JPM commodities desk:
The Middle East backdrop remains opaque, and tariff headlines over the weekend have kept the macro risk premium elevated. With core PCE and Jackson Hole on deck this week, the pause in positioning is understandable. PCE will be particularly important. Research is looking for a relatively high print, and the market has so far been reluctant to fully price out a September Fed move—leaving rates sensitive to any upside inflation surprise and any shift in messaging from Jackson Hole. Trading think we trade in the $4,500/$5,000 range here, any hot data will see a retest of the 200dma. But on the contrary should we see cooler prints and the market is not convinced with the outcome of Jackson Hole, we might very well be trading closer to 5k next week. Given gold had gone $1,100 in 1 month in January, the desk doesn’t think that is outside the realm of possibility. Further, the negative data over the weekend hasn't really quenched the momentum in gold and we still trade decently higher on the day.
BunkerDweller retweeted
huge move in gold also sparked online betting frenzy, with odds price hitting $5000 by year end jumping to 63%, more than doubling in the past month
🤝 Paid partnership
Specs Buy Record Gold Futures As Short Squeeze Sends CTAs Soaring: What's Next For Gold zerohedge.com/precious-metal…
BunkerDweller retweeted
🚨 IF THE PETRODOLLAR COLLAPSES, THE DOLLAR LOSES IT’S RESERVE STATUS.
Japan’s one of the largest bank SBI Japan’s CEO @yoshitaka_kitao warned in an open letter about the mounting pressure on the petrodollar months ago.
After U.S. Treasury announced sanctions, Iran declared that if the U.S. doesn’t leave the Middle East entirely, every barrel of oil flowing through the strait of Hormuz will be forced to trade in Chinese Yuan and cryptocurrencies.
Born in the 1970s: U.S.-Saudi deal (now the entire Gulf) made oil (and most energy) priced & settled almost exclusively in USD. Producers recycled those dollars into U.S. Treasuries & assets → permanent demand for the dollar, cheap U.S. borrowing, and global dollar hegemony.
Now the system is eroding fast:
China, Russia, Iran, parts of the Gulf & BRICS are settling more oil in yuan, local currencies, and non-SWIFT rails. Hormuz disruptions + sanctions are accelerating the shift. The “petrodollar recycling” machine that once forced the world to buy dollars is losing steam.
Meanwhile in the U.S.:
National debt just smashed through $40 trillion. 10-year yields are climbing toward multi-year highs as markets price in endless deficits + rising oil.
Treasury Secretary Scott Bessent: “I don’t really understand” why oil is spiking… and “there’s nothing magic about the $40 trillion number, we can grow our way out of that.”
When the energy currency of the world starts fracturing at the same moment the issuer is drowning in debt and pretending growth alone will fix it… history says the adjustment is never gentle.
BoJ’s Yuto revealed that Bank of Japan has run an extreme case scenario of collapse of trust of U.S. creditors on U.S. Treasuries.
We are now watching that happening in real time.
BunkerDweller retweeted
日本銀行は身動きが取れず、
日本銀行は最悪のシナリオについて議論した。
ドルの暴落、あるいは基軸通貨としての地位の喪失は、世界恐慌をはるかに凌駕する事態を引き起こす可能性がある。
日本と米国は、現在の体制を何としても守ろうとするだろう。
これから新たな秩序が生まれるかもしれないが、その移行は苦痛を伴うものとなるだろう。
BunkerDweller retweeted
This could prove 100% accurate if he swaps ALL the Federal debt for T-Bills, then uses those T-Bills to back 0% yielding stablecoins, then cuts the rate on those T-Bills to 0.60% (b/c the banks don't deserve 3.5% on stablecoins).
You're gonna want to own more gold & BTC though.
BunkerDweller retweeted
Wake up, folks. Commodities are telling you something, and yesterday the Treasury confirmed it.
Scarcity in the physical world. Repression in the financial one.
Scarcity pushes prices up. Repression holds yields down. The gap between them is the debasement.
Commodities are the only asset class that wins on both sides.
The structural case for commodities has been turbo charged. Underinvestment, deglobalization and electrification all pushing markets like diesel cracks and copper to new highs.
Meanwhile the chokepoints are increasing, from Hormuz to the Red Sea, the Rhine, the Panama Canal, the Black Sea grain corridor and Russian refining capacity. It is becoming increasingly apparent that not a single one of those is reachable by anything in Washington's toolkit whether it be caused by war or weather.
The illusion of abundance is likely behind us. I said as much on CNBC this Monday, and I got long gold, silver and agriculture last week.
Ten points for you to consider. (1/11)
BunkerDweller retweeted
How Bessent justified NOT QE
"This increase in buyback operation sizes reflects Treasury’s desire to provide greater liquidity support in longer-dated nominal sectors where there is consistent strong sponsorship from market participants, as evidenced by the significant volume of high-quality offers Treasury routinely receives in longer-dated buyback operations."
True, market participants are "significantly" interested in the Treasury "routinely" doing a little Fed QE in 20Y and 30Y
BunkerDweller retweeted
Replying to @LeveredUSTs
I see you are full on with Tom's thesis. a couple of points. the yen is fiat. it is the riskiest fiat in terms of debt to GDP. but deficit/GDP wise we (the US) are worse. much worse. the carry trade is not just Eurodollar v. American system. you say if Bessent succeeds here. he can't and won't. this is a debt crisis at the sovereign level, Japan will tip over first and then we will follow. what Bessent just did is akin to 1998/LTCM or JPM buying Bear Stearns. problem delayed. not problem solved. and most importantly he signaled that it is a problem. once the world realizes that fiat is the fire in the theatre the whole world will sprint to the exits: gold and bitcoin. Bessent just pulled the pin on the grenade. this is not some 3d chess move. my only internal debate is timing. Is this the Bear Stearns CDS funds failing in June 2007, is this Country Wide BK in August 2007, is this Bear Stearns failing March 2008, is this Fannie and Freddie reporting bad results in early July 2008, is this their government takeover in early September, is this Lehman failing? (clearly not Lehman yet)
In my view we are in the early innings but Bessent's move just woke the world up to the fact that all fiat is at severe risk of massive debasement: The Big Print. things move faster now than back then, let's see how long it takes the contagion to spread. But the notion that this is some king of a geopolitcal strategy by Bessent does not strike me as the correct framing. This is the opening move of defending against a sovereign debt implosion.
@TFL1728
BunkerDweller retweeted
Hard to say.
For this fork, I’d have to agree that something is indeed killing me by a thousand cuts, rather than just a background nuisance held in check by the block size limit and fee market. Defining the scale of the problem, in other words.
Second I’d have to see what methods of fighting back actually work without breaking much, and weigh those methods relative to my perception of the threat (existential or nuisance or somewhere in between). Can it solve the problem or just move it somewhere else? I’d make sure I’m not putting effort into something that is more performative than functional. And what commitment am I getting into? Can one fork mostly solve the issue, or am I starting a never-ending whack-a-mole process against the problem, while the problem evolves around my attempts, and each attempt comes with potential technical trade-offs such as potentially affecting the prospects of LN Symmetry (a monetary improvement) and so forth? And *precisely* how small do I want to make the spam bucket that doesn’t contribute much to UTXO bloat (op return) while preserving the other spam methods that do? Who knows- the burden of evidence and specifics are on the proponents.
Third I’d make sure not to damage the movement with sensationalist marketing. Self-appointed main characters don’t last long in the bitcoin space. “Pass my fork or Bitcoin dies” is unlikely to win, and may set back the movement. The sensationalist marketing and scale of infighting is what led a podcast host to ask me about it, for me to answer, for others to respond to me, and for me to respond to them with a more public position against this specific fork at this specific time. I’d have otherwise remained publicly indifferent at this time (since it’s a young fork and doesn’t mitigate a whole lot). Wasn’t it @giacomozucco who said that the knots movement was growing until this fork killed it, (his words, not mine)? Something like that. You know how many forks are looking to solve problems in bitcoin and have been seeking consensus for years? Welcome to the party.
Fourth, I’d weigh it against other development considerations in terms of time-resources spent. How does this compare to making Lightning better via LN Symmetry? How does this compare to preventing some potentially serious exploits via Consensus Cleanup? Etc.
Fifth I’d weigh it against other threats. How about governments trying to ID-verify everything at the operating system level? The attack on net privacy is about 100x a bigger concern to me than this. It’s a gift for them to have half the bitcoin space fighting over a contentious fork that just mildly rearranges the buckets for where spam goes (and for which some aspects I might even be in favor of) rather than defending against all the ways that Bitcoin’s privacy and usability can and is being attacked. I want to see a flourishing ecosystem of coinjoins, smooth lightning UX, Chaumian ecash, Ark, and whatever else people can build to improvement payments and route around censorship and ubiquitous surveillance.
Best thing an enemy can do is get you to focus on paper cuts while they’re swinging their machete.
BunkerDweller retweeted
Jane Street's entire business model is generating fake price directionality through constant, repeated HFT momentum ignition (huge leverage on small positions), and luring retail in. Then it rugs everyone right after it cashes out.
Replying to @zerohedge
does this mean they purchased gold and silver with the money they stole from crypto??
or am i reading this wrong


























